Success Stories

Our client’s success in meeting their goals is our most important objective.

Making the Most of Network and Technology at a Marketing and Financial Company

Making the Most of Network and Technology at a Marketing and Financial Company

Trillium’s client is a Marketing and Financial company that offers rewards programs, merchant cash advance programs, and marketing services.  The company is experiencing growth within its partner network.  This has the potential to significantly increase the number of members that will be leveraging the company’s product and services along with the demand on its technology infrastructure. 
 
Due to growth within our client’s members and partners, there has been an increased reliance on their network in order to respond to user demands.  Recently, Trillium’s client began experiencing a number of network-related issues.  These disruptions have raised questions for our client as to whether the root cause(s) of the disruptions are people, process, or technology issues.  Additionally, the increasing demands resulting from growth have created concerns surrounding the risks the company may have with its infrastructure.  Client Management wanted to conduct an overall review and assessment of its infrastructure.  This included reviewing network architecture and infrastructure designs, as well as reviewing infrastructure operations people, process, tools and technology in order to identify potential technology risks to the organization.  This will assist our client in quantifying risks to company stability and growth over a 3-year horizon, and allow our client to make immediate decisions about their current network and systems and the organization and processes supporting their technology.

How We Solved It

Trillium first interviewed IT personnel and key stakeholders to determine a baseline for how well IT and networks were performing against expectations, as well as to help determine the technology and network needs from the organization in order to effectively support the client. Trillium reviewed extensive technology-related documentation and performed an analysis that would assist in identifying the best course of action.  Numerous recommendations were generated so that our Client would have a roadmap to its future actions, including: targeting future organizational structure; identification of key processes to be standardized across the organization; identification of prioritized factors along with their importance and our Client’s current capability levels; and prioritization of telecom initiatives.

Results

  • Network and technology stabilization path beginning by starting work on establishing IT Strategy, Rules of Engagement, and definition of Suc
  • Began to align the IT Organization to Capability Maturity Model Level 2
  • Standard metrics and reporting will help to stabilize the path forward

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Managing Intellectual Assets

Managing Intellectual Assets

For this full-service U.S. venture capital firm on the West Coast, our challenge was to protect the firm’s competitive edge by capturing the intellectual capital generated by its IT staff. Like other knowledge-based businesses, the firm’s greatest asset is the human intellectual capital in its IT department – long-term employees whose experience with internal IT projects was filed away in disparate systems and networks across the company.

“Our assets walk out the door every night,” says a senior executive at the firm. “While our employees’ knowledge gives our company an incredible competitive advantage, we could lose that advantage quickly if key employees quit or were somehow incapacitated. It’s impossible to fully replicate a person’s insight and experience.”

How We Solved It

Trillium developed an IT knowledge management system to capture intellectual assets, provide business continuity, and standardize IT integration strategies

Results

  • Productivity boost with easier access to the firm’s IT knowledge base
  • Mitigated risk with a formal disaster recovery and business continuity plan
  • Standardized IT integration strategies and staffing to support rapid company growth

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Simultaneous IT Upgrade and Physical Relocation

Simultaneous IT Upgrade and Physical Relocation

Trillium simultaneously coordinated a production upgrade and infrastructure relocation for a leading retail technology company. This client provides retailers with in-store customer behavior tracking devices. To improve its services, the client embarked on a major system upgrade. At the same time, it scheduled a relocation of its physical IT infrastructure. The company planned to move its development server, new Oracle portal server and primary backup server to one locations, while other servers would be moved to the client’s new office space.

Even a typical technology infrastructure transition is an exhaustive test of an IT organization’s ability to re-establish its computing services to a new location with minimal impact to business operations. The client acknowledged that its project was far too complex for its internal resources to handle, so management called Trillium.

How We Solved It

Trillium employed its IT Transitions® methodology to reduce downtime and ensure business continuity during the move

Results

  • Reduced system downtime from a planned 48 hours to just 4 hours
  • Mitigated risk through Trillium’s hour- by-hour planning and communication
  • Streamlined move to new VOIP phone system for a 20 percent cost reduction

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