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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Minimizing Content Management to Maximize Productivity

Minimizing Content Management to Maximize Productivity

The business division of a major national Medical Association provides market, clinical, medical, and community information and research services to the healthcare and insurance industries, and also serves as a source for several health care and facilities-related trade publications and publication websites.  Over a long period of time, our client had either created or procured a number of applications and databases to maintain its data in several different formats.  As a result, content created for the publications/publication websites had to be processed at least twice – once for physical publication, and again for the publication websites, so keeping content in sync was a nearly impossible task.  In addition, the existing applications did not assist the organization in suggesting/upselling content for its own customers.  Supporting this environment was difficult for the business organization because the numerous technologies were not flexible or smart enough to work with and post the data efficiently, not to mention the strain on an already stretched internal IT organization.

Both the association’s staff and the IT organization were frustrated with the multiple databases and systems used which were very high maintenance in contrast to their very low performance.  After several failed attempts to buy or build a new solution or set of solutions, IT and the association’s internal staff recommended buying a vendor solution that could be configured by the vendor as needed by the client, instead of a solution that would require numerous customizations.  Additionally, the current set of applications was hosted internally, and the client wanted to obtain a cloud-based Software-as-a-Service (SaaS) solution in order to minimize its hosting and maintenance expenses and activities.

How We Solved It

Trillium used its Proprietary Vendor/ Software selection process to identify the best content management publishing solution and vendor to meet our client’s needs.  We reviewed both the client’s existing IT infrastructure and systems to identify their go-forward business and technical requirements.  After the selection process, we assisted the client in selecting a SaaS-based system that consolidated its storage and access, providing faster content creation and posting/publishing with a unified customer view.

Results

  • Client had a single application to be used for all data and content publication
  • Client had the ability to consolidate online and print publication processes into a single process.
  • Replaced multiple older, high-maintenance systems with a single high-performance, cost-effective and integrated SaaS solution

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Giving Users the Power of Automated Provisioning

Giving Users the Power of Automated Provisioning

This for-profit division of a major national Medical Association provides market, clinical, medical, and community information and research services to the healthcare and insurance industries, as well as consumers.  There are numerous health-related websites maintained for use by its members and the public.  Additionally, the client was developing a new online application to replace a paper volume of thousands of data points for its members and eventually for purchase to those outside the association, with a short implementation timeframe.  With a membership of several thousand, including the possibility of numerous users within each member, current provisioning applications and processes became unworkable, and were not robust enough to be used for a large number of users – not to mention that manual provisioning would have involved significant staff additions.  It was determined that the best solution would be a single user provisioning and access control system that could be initially deployed for the new application, and then deployed for the rest of the Association’s applications.
On the technical side, because of the number of new users that would require provisioning, the already over-taxed IT Department simply did not have the capacity to support the functionality needed.  The association’s staff and IT department had their own technical frustrations with their own provisioning system.  Since previous to this endeavor the client was only responsible for provisioning internal users, they had nothing in place to provision thousands of users in a reasonable, cost-effective manner and required an automated system that could address internal as well as self-service provisioning at member organizations. An automated provisioning system would give the client flexibility in its access control, along with giving its members the ability to control provisioning for the members’ own users. 

How We Solved It

Trillium performed a rigorous technical review and requirements analysis prior to leading a fast-track selection process to identify the best provisioning solution for the client’s needs.  The review confirmed that an open-source solution would best serve the client’s needs both from technical and financial standpoints.  Then, the selection process was conducted to identify the best implementation partner for the identified open-source solution.  The partner chosen will have an ongoing client relationship both for provisioning build and as a maintenance partner, working on a fast-track implementation schedule.

Results

  • Client has an open-source application for user provisioning and access control, along with its implementation partner
  • Implementation of a standard provisioning system allowed client to begin to replace older custom provisioning systems and manual processes.
  • Client met the deployment schedule for its new online application with its new provisioning system in place

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Maximizing Not-for-Profit Productivity by Minimizing Customization

Maximizing Not-for-Profit Productivity by Minimizing Customization

This major not-for-profit organization specializes in product distribution to its member agencies throughout the Unites States.  The member agencies, in turn, distribute products to needy population in their areas.  While the organization doesn’t warehouse any product, it has very specific activities concerning its supply chain and distribution areas, and its current Enterprise Resource Planning (ERP) System was struggling to keep up with growth.  Required financial reporting had become more difficult and increasingly manual.  In order to create needed reports, the client’s financial staff had to create different desktop applications and databases that were very complex in comparison with their resulting rudimentary reports.  The ERP also had to interface with a number of back office systems, which was made more difficult every time an interface with each required modifications.   
The existing ERP was numerous levels out-of-date and no longer supported by its vendor.  Due to multiple customizations applied to it, required modifications to the system had become difficult, time-consuming, expensive, and nearly impossible to maintain. Both the organization’s business staff and the IT organization were frustrated with amount of maintenance necessary.  Both the business staff and IT agreed that the time had come to investigate ERP systems that would satisfy the client’s unique requirements through; middleware instead of customizations; demonstrated use in the not-for-profit sector for supply chain, fund accounting, and reporting; and, a Software-as-a-Service (SaaS) model to streamline hosting and ensure that system updates would occur on a predetermined schedule to minimize customizations and hosting expenses.

How We Solved It

Trillium used its Proprietary Vendor/ Software selection process to identify the best ERP solutions and implementation vendors to meet the client’s needs.  We reviewed the client’s existing systems to identify their go-forward business and technical requirements.  We created use cases with the client so potential vendors could understand their unique requirements, and could be used for testing during the implementation of the chosen system.  After the selection process and client demonstrations, Trillium assisted the client in selecting a SaaS-based ERP system that best met its business and technical requirements with a minimum of customizations.

Results

  • Client had standard ERP functionality including needed not-for-profit processing and reporting
  • Client had simpler customizations and interfaces to back office systems through middleware
  • Client had complete buy-in from all key stakeholders on the software selected and the vendor to perform the implementation

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