Process, Operations Improvement, Cost Savings
(3.1) How Nation-Wide Process Improvement Freed Up 63,000 Sales and Support Hours per year, Removed 250,000 Possible Customer Service Mistakes and Saved $7.5 Million over Three Years*
(3.5) Flowserve: How We Completed a Rapid Results, "Don't Wait for IT Dept" Project Using Advanced SharePoint Tools. Estimated Payback of $350,000/yr*
- Filter 6,000 line report down to 30 action items: See live example in Public Demo Systems
(3.19) Trade Show Services Provider*: Process Map and RFP for services estimating, project planning, quoting, sourcing, PO authorization, scheduling, change order capture and client billing system. All services performed remotely, on time, for minimal cost, client pleased, RFP created and handed off to client as agreed.
(3.23) Engineered to Order Pump Manufacturer: Non-Conforming Materials / Quality Problem: Extremely complex manual processes, mapped As-Is, designed To-Be, workflow and advanced SharePoint application developed within 60 days. 81 Step Process Reduced to 46 Steps. 100+ No-Code Applications and Solutions Identified for Engineered to Order Manufacturers.*
(3.26) Credit Collections Paperless Success Story: $500,000 Savings from $100,000 Investment. 1.3 Million Pages Made Paperless*
- Click Here for credit and collections case study with FLOWCHART (redacted, password required)
- Click Here for Use Cases, Test Scripts, Content Type Specifications (redacted, password required)
- Click Here for Video Of Full Solution (See work management queue at beginning, redacted, password required)
- Executive Dashboard All Credit Collection Status (See All Dashboards at 16:20 redacted, password required)
- Executive Dashboard Action Item, Requirements Tracking, Bugging Email (See Dashboards at beginning, Bugging Emails at 4:45 redacted, password required)
(3.28) Accounts Payable Success Story: 10,000 Printed Pages Saved Per Month, $250,000 Labor Savings per Year (CASE STUDY IN PROCESS)*
- Click Here for accounts payable FLOWCHART case study (redacted, password required)
(3.27) Custom Web Site for Wholesale, Retail, Services Business Under $10,000 instead of $500,000+* (most items redacted, password required)
- Jumpstart Workshop Report Designing Website with SharePoint, DW, Other Tools (redacted, password required) (URL is in Muse, but link will not work in webpage)
-SharePoint Architecture Documentation Makes Tech Problems Easier (password required) (URL is in Muse, but link will not work in webpage)
(3.16) Mortgage Company Case*: $1,000,000 upgrade of old system avoided, $500,000+ in IT and operations costs saved over five years by providing 70 solutions to business users with No-Code Solutions. 153 Step Process Reduced to 89 Steps in 30 Days. Better, Faster Cheaper.*
The “Bowling Alley” of No Code Solutions
- Full Application Video
-Additional Application Details Video
-InfoPath Form Documentation Video shows EXCELLENT TASK TRACKING among multiple parties
Complaints Tracking Handling
Audit Readiness, Remediation Task Tracking
(3.24) Mortgage Company, Home Builder Heavy Construction Case*: SharePoint Preparation and Diligence Over Three Difficult Years Results in $2.75 Million of Cost Savings and Operations Improvements Identified. 93 Projects Identified, 80% Can Be Completed With No-Code Solutions and Process Improvement. (All items below require password)
-SharePoint Navigation, Search, Design, Challenges with Circular Architecture (See SharePoint Working Docs)
-Getting User Acceptance: Why Use Libraries, Metadata and Views Instead of Folders (See SharePoint Working Docs)
(3.25) Mortgage Company* SharePoint 2013 Up and Ready for 31 Content Databases, Six Terabytes of User Files in 60 Days. Find Profitable Niches in Commodity Loan Business: Pricing Dashboard for Resellers and Correspondents. Lending Authority Nominations, Training, Approval, Risk Oversight, Client Database Defined for Resellers, Correspondents, Wholesale
as Alternative to SalesForce.Com. HR Processes and Workflow. Audit / Compliance Department Startup, Workflow. Tech Accomplishments: Datasheet View Solution Added, File Migration, "What Belongs in SharePoint, What Not". SharePoint 2013 Feature Testing. Up Arrow Navigation Aid, Master Page Modification, SharePoint 2013 Training Videos. (Password required)
- Sample IT Project Management Application (incomplete but good template to start from) ***
- Lending Authority and Product Nominations, Training, Approval, Risk Oversight Sample Application (incomplete but good template to start from) ***
- "Runbook" documenting all aspects of install. (See SharePoint Working Docs)
(3.29) Customizing SharePoint for 25 Person Company Creates Nightmare, $100,000+ of Lost Work, Starting Over*
(3.30) Golden Spread Electric COOP Company Deploys SharePoint for Dozens of HR, Employee Applications, Compliance, Construction Projects, Legal, Admin, Field Operations*
- Case Study with Bowling Alley of No-Code Solutions (password required)
- HR Applications, Employee Portal (password required)
- Agile Project Management Tools, Ran Two Projects Over $1 Million (password required)
- Confidential Board Member Website Project Dashboard showing real time electricity generation at 8 generation facilities (password required)
- Board Member Dashboard, Critical Operations, Website Project (password required)
- Screen flow defining Critical Operations Dashboard (password required)
- Responsive Design for Tablet, Phone, Desktop (password required)
- Legal Service Request (password required)
- Use Cases, Extensive, HR, Legal, Compliance, Admin (Word document and SEE AGILE + SharePoint List,Video password required)
- Timesheet System with Project Costing (password required)
Header add later:
(3.31) Wholesale Distribution Success Stories* SharePoint, Related Microsoft Technologies and Process Simplification Result in Sales Gains and Cost Savings. Sales Pipeline System Resulted in $6.5 Million Sold in 30 Sales over 30 Months and Penetrated New Marquee Account:
$5.5 Million Sale to Procter & Gamble. Complex Pricing and Quoting System Reengineered Resulting in $2.5 Million per Year Savings. 70 Customer Web Sites Built Allowing Self-Service Resulting in $10 Million per Year Sales Gain. Order Processing Reduced from 5 Days to 1½ Days
1.3 Million Credit and Collections Pages to Become Paperless for Wholesale Distribution Company Resulting in $500,000 Labor Savings Over 5 Years
(3.33) Private Equity Client, Difficult Situation, $500,000+ to bring two acquired companies to stable, competitive technology but business profits and EBITDA multiple at sale cannot justify the investment. "Technical Debt" Identified before acquisition*
(Case study in process)
- Before and After Architecture Map CLICK
- Earned Value Project Accounting and Management Shows Trouble - probably cannot be resolved EV Report
- Project Budget Full EV Spreadsheet with Budget
- TECHNICAL DEBT:: For decades both acquired companies spent well less than 1/2 of 1% of revenues on IT. PE firm is now burdened with making the investment (should be 3% of revenues per year).
- SQL Server Database Directly Synced to SharePoint, Allows Users to Create Dashboards and All Complex Applications without consultant or IT. Datasynch Studio Video See also screens in Telecom Manufacturer case Part 3, Item 3a
- SQL Server Integration Services video showing import and clean up of order files using Visual Studio Data Tools
- Our design would have kept $4 million of orders per year profitable but the approach taken puts this revenue at extreme risk.
- Over half of IT labor budget spent on fixes, patches, work-arounds - just maintaining the old systems.
- Internal person with extremely limited experience convinces bosses he can do the project internally for less
(3.34) CEO Dashboard in Place in 10 Days. Migration / Consolidation of Multiple On Premise Systems Mapped to SharePoint Online / Azure*
- Architecture Map Showing Before and After (redacted, password required)
- CEO Dashboard, V1, V2, V3 - the PAYOFF - 1 click to see the most critical indicator for the business
(3.37) $8.7 Million Salesforce Project Results in Cost Savings of $9.8 Million and Gross Profit of $216 Million Expected Over Five Years
NOTE: This project did not proceed as expected. Case re-write is in process*.
BIG OUTCOMES, GOALS:
1. "Every Customer Service Contact is an Opportunity to SELL"
2. 360 Degree View of Customer for BETTER SERVICE, Happy Customers BUY MORE
3. Earn Higher Margins In a Commodity Business
4. On-Time Response To Customer Requests Enforced: Service Level Agreements
5. Hot Leads: Optimizing The Process:
6. Grow Direct Sales at Higher Margins
7. Skill Based Routing, Optimized Routing of Phone, Chat, Web Form and Email Cases
8. Lead Qualification: Web Site / Trade Show / Email / Text Campaigns become qualified, prioritized leads
9. "Meet Competitive Price" Request: For distributors and internal sales people
10. Warm Hand-off of Leads to Distributors:
11. Stop Time Waste: Reduce Complex, Repetitive Email Tasks.
12. Close Ratio Improvement
13. Stop Working Old Leads, Reach Out, Generate More and Better Leads
14. Configure, Price, Quote, Estimates Proposals
15. Other Items Worked On By Other Teams, Other Clients
HOW TO: WEB SITE CATALOG, ECOMMERCE, BIG STEPS TO GET TO GOALS
(3.32) How We Identified $2.5 Million in EBITDA Improvement and made a FAST START on Capturing How To Take Out 1/3 of Business Unit Labor Costs and 1/3 of IT System and Labor Costs. The Ballad Of Max, Anatomy of Big Migration (see page 22 of full case). PRIMARY WORK SAMPLES:
Part 1: Underlying Strategy, Margins, Balance Sheet and Acquisition Problems Compromise the Results
Part 2: “Why Can’t We Run The Business On Excel?”
Part 3: Project Management Tools, Costs, Options, Effectiveness. Dramatic Improvements in 60 Days
Part 4: “Hygiene”, Must Do, Hard, Necessary, Lower Value Work
(3.33) Big SharePoint Nightmare - How To Avoid 1700 Site Collections, 12 Servers, 4 Million Records, 17 TB of Data Unstable, Servers Dying, Search Not Working for 1/3 of all Sites, Hundreds of User Help Requests - No Way to Respond, A New Fire Every Other Day Irrational Cheapness has Big Consequences, $100,000+ of Revenue at Extreme Risk, Not Competitive with Alternatives
(3.35) Vista Machining: CRM and Operations Processes Mapped, Optimized in 60 Days. Included sales leads, sales activity tracking, RFQ to close tracking, P.O. to ship procurement tracking workflow developed in 90 days for minimal cost. Key to adoption was "5 clicks or less to do anything. Best of the Best Sales Self-Management System
(3.36) Crash / Rapid Implementation of $3.5 Million Salesforce CRM for Fortune 50 Manufacturer. 150 User Stories Defined, Entered into TFS for Agile Management, Six Sprints, 24 Contractors On-boarded, 5 Scrum Teams Set Up, Complex Integration Architecture Defined in Four Months*
UPDATE FROM PROJECT TEAM MEMBER 8/4/2020 SHOWING SCOPE AND TIME PROMISED, SCOPE IMPLEMENTED
Project Tools, Work Product
Goals, Priorities, Guidance
Agile / Scrum Of Scrums / Scrum Master / Project Management / Work Management
Objects Developed, Customized, Tested
Scope Management, Burn Up Chart
Process Mapping, Consolidation, Integration (Not done, devastating to project)
User Stories, Use Cases, Requirements, Estimating, Acceptance Testing
Integration, Interfaces, Data Migration
Security (Profiles, Roles, Permission Sets, Sharing Rules)
Project Team Ramp Up, Guidance
Top 10 Project Problems, Escalations, Most Likely Outcome
Client Scorecard Showing Probability of Project Succes
(3.38) Created Option to Reduce "Time to User Value" from 5 Months to 30 Days for Fixed Price $1 Million Salesforce Service Cloud Project. Architecture, Requirements, User Stories, Road Map and No-Code Solution Delivered in 10 Weeks for Financial Services Client.
- 640 Requirements consolidated to 284 User Stories
- 304 Requirements deferred, out of scope or users able to self-serve
- Architecture, ERD Defined with 38 Standard and 7 Custom Salesforce Objects, including Requirement Traceability
- Nine Integrations Defined
- 45 Record Types Defined
- Gap Analysis, Training Sessions and Videos for Users.
HIGHEST VALUE DELIVERABLES
- To-Be Process Flow Defined for 1500 Clients after 20 Requirements Workshops
- Road Map
- Detailed Implementation Plan
Fixed Price Project - Lessons Learned, What We Might Have Done Better
(3.40) $7.6 million cost savings and profit gain over 5 years for cost of $200,000. (Estimated with client.)
Entertainment Industry Salesforce Contract Lifecycle Management Project QUOTE FROM LEAD ATTORNEY :
"We stumbled along… did not use the documentation approach you are using… nothing written down… this is going so much better… we've gotten the same work done in 10 weeks that took two years last time."
Difficult Project, Case Study in Process
(3.39) Excesses of Big Tech Company On Display – Collapsing. Personally witnessing the fall of a "grow-grow-grow tech-hype-arrogant" $1 billion company bought by private equity firm (who significantly overpaid.)
Lessons learned TBD. Currently participating in outsourcing and layoff of thousands of employees. Initial thoughts:
- “We only sell contracts“. Entire focus seems to be not selling one-offs – designing the business for repeat sales Good!!!?
- Band-Aids in baling wire problem in spades. CANNOT AFFORD HIGH COST OF SALESFORCE SOLUTIONS
- Rapid no code solutions left undocumented, techies gone wild, sophisticated stuff – but not economic. The business cannot continue - likely to be cut in half.
- Frankenapp x 600! The Dark side of no-code solutions
- Former CEO and Director lawsuits making things worse
- Star, cash cow,?, Dog triage will be forced by the financial guys if company doesn't do it first. BIG QUESTION: WHAT BUSINESS UNITS, PRODUCT LINES KEEP vs DIVEST or SHUT DOWN???
*DOING TRIAGE EARLY, BEFORE FORCED PRODUCES 10X BETTER RESULTS!!!? (per valued Colleague Pete S. has had numerous engagements where triage was too late, contaminated by politics, favoritism)
*KEEP THOSE THAT CAN RAISE PRICES, EARN ABOVE INDUSTRY AVERAGE MARGIN
*SEVERAL BUSINESSES RAZOR THIN MARGINS, CANNOT RAISE. Will have to go.
*Contact Us in Dallas, Texas, USA at firstname.lastname@example.org or 972-394-5721.
**Success stories, client quotes, estimated costs and benefits are derived from actual projects but may have been altered for simplicity,
teaching purposes or to protect confidential information.