Success Stories

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

Trillium Helps Utility Agency Improve Customer Relations

Trillium Helps Utility Agency Improve Customer Relations

Trillium’s Client is a large public utility company having issues with customer relations.  Specifically, when the client had outages, customers were informed about these outages via a non-secure social media platform.  Process was lacking, and there was no difference in notifications for residential and consumer accounts, despite them having different revenue and volume models.  Also, the client had call center staffing issues due to inadequate training and retirements, and no internal personnel handling customer service applications.  Further taxing the staff was the installation of automated meters throughout the customer base.  Given the regulatory nature of the client’s business, all these issues were causing problems for the client. 

Client management proactively determined they needed to address these issues and develop a new, standard customer relations approach moving forward. 

How We Solved It

Trillium worked with the Client using our proven/structure review process and developed a new customer relations approach, including:

    Creating a current state roadmap of customer relations, including process and staffing gaps
    Generating use cases and requirements for a new customer relations platform using Trillium’s proven Technology Selection process, documenting the specific needs for residential and commercial accounts
    Researching and vetting the best customer relations platforms that met the client’s requirements for current and prospective customers
    Coordinated staffing needs for contact center, including training
    Updating the roadmap with the new customer relations processes
    Deploying a cloud-based customer relations platform that met the client’s needs

 

Results

  • Deployment of a cloud-based customer relations application for the Client’s customers, meeting the needs for both residential and commercial
  • Developed customer service training and staffing processes so staff could be deployed as needed
  • Client was able to contact its customers securely for any communication needs
  • Updatable, documented process maps simplified ongoing process and procedure changes

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Trillium Helps Global Law Firm Improve Customer Experience by Changing Service Management Processes

Trillium Helps Global Law Firm Improve Customer Experience by Changing Service Management Processes

Trillium’s client is a global law firm having issues servicing its internal staff.  Rapid growth to 1500+ worldwide offices caused gaps in the organization’s ability to adequately service its employees.  Also, numerous non-integrated back office applications caused double and triple data entry to keep internal systems up to date, causing internal errors and increased cost. In addition, the international nature of the firm presented confusion in processes and procedures, causing potential for customers viewing the firm negatively.

Client management determined that they needed to address these service management issues immediately. 

How We Solved It

Trillium worked with the Client in a structured manner to review and determine a service management approach, which included:

    Creating a current state roadmap of service management including gaps
    Generating use cases and requirements for a new service management platform
    Researching service management platforms that met the firm’s internal requirements
    Identifying a cloud-based service management platform that met the client’s needs foundation
    Updating the roadmap with the new service management processes

 

Results

  • Deployment of a single service management platform globally
  • Financial savings and procedural efficiencies with self-service access and automated task assignment
  • Enhanced internal and external reputation and profile
  • Living process mapping documentation can be used by the client moving forward

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Streamlined Printer Operations Management using Zero-Based Budgeting

Streamlined Printer Operations Management using Zero-Based Budgeting

Trillium’s client is a large international food distribution organization that serves a large portion of the USA.  Numerous brands are distributed under this umbrella company.  While the company has been experiencing significant growth through acquisition in the last several years, it has also undertaken a substantial effort to consolidate numerous technology areas within the organization.  The company wanted to identify and understand all aspects of its print operation to align with a directive to reduce printer volume, consolidate vendors and support, and control expenses through centralizing the purchasing, leasing, and support of its print devices at over 1000 sites nationally. 

However, the client needed to identify its inventory of printers, vendors, and contracts; it had also issued a Request for Proposal for print leases and services that required analysis.  The client was also instituting Zero-Based Budgeting (ZBB) and directed that printer acquisition requests be included in that process.  To execute on that strategy, the client needed a broad skillset including operations and project management to work with the project team.

How We Solved It

An overall project management and operational strategy was conducted to assess the organization’s overall printing environment to reduce printer volume, consolidate operations, and reduce cost. The Client engaged Trillium to review its print technology operation with an eye toward consolidating services soon.  Trillium worked with corporate management and support teams as well as coordinating with numerous departments to jump start the analysis of the landscape.  The client had previously issued a Request for Proposal (RFP) for print leases and attendant services, and required an analysis of those responses.  In addition to analyzing the responses, Trillium validated RFP information and costs, updating them as needed.  Trillium also worked on obtaining specific information on printer sites, including site visits and interviews, to gain comprehensive information on printer counts, contracts, and maintenance costs to begin to renegotiate existing contracts at reduced costs.  Trillium then assisted the client with negotiations for a Master Services Agreement with the finalist vendor and attendant Statement(s) of Work.  ZBB procedures were used for acquisition of new printers.

Results

  • Impact of the current print environment compared to the future environment will realize significant financial saving
  • New standard acquisition processes including ZBB will give the client more control and visibility over its print environment.
  • New processes will be extended to the client’s international operations.

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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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