Success Stories

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

Analyzing Technology Processes at a Fraud Prevention Association

Analyzing Technology Processes at a Fraud Prevention Association

Trillium’s client is an insurance organization dedicated to assisting in the profitability of the insurance industry.  Numerous companies and strategic partners comprise its membership.  Data received from member organizations is aggregated and used for predictive analytics to assist in the organization’s mission.  The organization has grown significantly in the last several years, potentially significantly increasing the number of members that will be leveraging the organization’s services along with the demand on its technology infrastructure.   
Our client recently did a survey of its organization and the results showed an apparent gap between the existing technical work to be performed and the available IT resources to perform them.  In addition, Management wanted to ensure that IT is well positioned to support additional growth opportunities.  Client Management was proactive and determined that an assessment was needed to understand any risks with current IT staff and infrastructure.  This would include bench-marking the staff and technology infrastructure organization against its peers, which would assist in evaluating any action to mitigate risks within IT.  The analysis will allow our client to make immediate decisions about their current systems, along with the organization and processes supporting their technology environment. 

How We Solved It

Areas to be reviewed included organizational structure, staffing, infrastructure, operating procedures, security assessments, security audits, and business continuity.  Trillium first interviewed key stakeholders to determine a baseline for how well technology was performing against the client’s expectations.  Following the interviews, Trillium used our standard methodology in order to facilitate the assessment with an Information Technology Infrastructure Library (ITIL) baseline analysis, and a System Development Lifecycle (SDLC) baseline analysis of all project phases.  In addition, Trillium weighted business risk strategy and understand probability of occurrence, as well as performing a peer organization benchmark analysis. 

Findings from the analysis indicated that the SDLC is the largest risk area, followed by IT Strategy Finally, better communication between IT and the business is needed, by formally defining and managing interactions, as well as by including IT leadership in the group of organizational department heads. 

The findings and recommendations were consolidated into a report that Trillium presented to key client executives and IT leadership to allow visibility and buy-in across client leadership.

Results

  • Began SDLC improvement by establishing standard project management process, defining metrics, and formalizing intake, tracking, and reportin
  • Began to strategically align the IT Organization with the business and pushing IT out of its comfort zone
  • Began to develop better communication vehicles by creating prioritization for projects, status reporting, and formal cadence for delivering

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Painting A Picture of a Current State Environment

Painting A Picture of a Current State Environment

A national Membership Association identified several key business objectives for growth.  They had disparate IT systems supporting multiple business units within the organization. Much of their infrastructure was hosted in a colocation facility and their strategic roadmap identified additional infrastructure that would be required to address business need. Supporting this infrastructure would put additional strain on the already stretched internal IT organization.

The IT organization did not have a clear picture of what was in their current environment, so there was no way for them to objectively determine how to best support the business needs of the organization in the future. In addition, there was considerable risk in trying to perform any vendor selections for new business applications, because the organization could not communicate to the vendors what environment they needed to integrate into.  Because much of the infrastructure was implemented based on specific initiatives, it was unclear what additional technology would be required.

How We Solved It

Trillium used its IT Current State Assessment process to do a deep dive to identify the client’s current IT infrastructure and to identify their current business and technical requirements.  We gathered inventory, conducted interviews and analyzed requirements to develop several future state alternatives for the infrastructure and the costs associated with the alternatives. The client used the information and insights that they had gained to set a Cloud first direction for future Infrastructure spend.

Results

  • Client Management had a clear picture of their current IT infrastructure.
  • Client had a Total Cost of Ownership model for alternatives to migrate core infrastructure components from a hosted environment.
  • A graphical representations and financial analysis enabled the organization to make strategic technology decisions.

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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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