"How To", Work Samples, Demo Systems, Training...
"The value of THEORY is its ability to Predict." Milton Friedman "Friedman stood for the importance of doing the hard work of research...more than any one idea...rejecting both facts without theory and theory without facts" Wall Street Journal, July 21, 2008
(Additional Articles, Newsletters, "How To" Tools At Bottom of Page)
Client Success Stories, Research and Case Study Index... | Newsletter / Case Study Number |
How Texas Instruments Accounting Department Saved $450,000/year and Improved Service |
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Book Chapter: Further Details on How Accounting Department Saved $450,000 (From How to Turn Computer Problems Into Competitive Advantage, PMI, 1998) |
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Book Excerpt: Certain Personality Types Seek to Avoid Accountability, IT Management |
Excerpt 2B |
Book Chapter: 62 Client / Server Horror Stories |
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How a $5 Million Project In Trouble Was Turned Around, Resulting in $10 Million Order | Newsletter 3 |
How Process Thinking Reduced an Order Processing Cycle from 5 days to 1 1/2 Days |
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How to Dig Out of a Technology Black Hole, Get Product To Market Faster: Flailing Project Brought Under Control, $300,000 Saved in Three Weeks, Cost to Bring New Product to Market Reduced by $14 Million |
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$32 per hour Improvement in Gross Margins for Services Firm |
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Inventory Reduced by $262,000 while Simultaneously Improving Customer Service |
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30 Percent Labor Savings and Improved Customer Service! |
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$1.5 million reduction in accounts receivable for Texas Instruments. Advanced technology project delivered on-time, on-budget using Earned Value Project Accounting. (Article from PM Network Magazine) |
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How We Penetrated A Major Account Through High Value, Solution Selling, Sold $2,000,000+ at 35% Margin (Twice Industry Average) |
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How to Sell $8 Million Worth of Work and Deliver a $21 Million Customer Payback |
Newsletter 18 |
How We Helped a Client Win a $5 Million Fraud Settlement Against a Software Developer |
Newsletter 21 |
How We Helped a Consumer Goods Sales Company Free Up 63,000 Sales and Support Hours per Year, Save $2.5 Million per Year by Improving One Process |
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How We Helped a Client Communicate the
Value of Their Services - |
23 Points of Excellence |
How We Helped a Client Solve the "Excel Problem", Save $350,000/yr on an Investment of $100,000, Use All Advanced Features of SharePoint to Move Ahead Quickly and Complete an Important Project Without Waiting on IT |
Newsletter 35 |
Factors Beyond the Control of IT Organizations and CIOs Resulting in Ineffectiveness and High Turnover of IT Executives |
Study 2010 |
Other Newsletters / Papers / Success Stories Written for Clients | Newsletter / Case Study Number |
15 Tips for an Effective IT Department |
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Help for Non-Technical Executives: Part I Tips from a Technical CEO. |
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Help for Non-Technical Executives: Part II Tips for Non Technical CFOs. |
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Help for Non-Technical Executives: Part III More Tips for the Non-technical Executive. |
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IT Priorities During a Turnaround |
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Customer Quotes on the Value Of Case Studies |
Newsletter 17 |
Harvard Business Review Asks if Public Firms Require Earned Value Management to Comply with Sarbanes Oxley 302 (a1), (a2), (a3), (a4b), (a4c), (a4d), (a5a) |
Newsletter 22 |
Software Firm Stays Profitable, Grows to $28 Million through a Narrow Focus |
Newsletter 23 |
Software Company Closes Six Large Sales in Eight Months (After Closing Zero Sales in the Previous 16 Months) |
Newsletter 24 |
Software Company Sales Rocket from $2 Million to $75 Million in 4 Years by Narrowly Focusing on Customers with an Urgent Need to Buy |
Newsletter 25 |
Conference call recording of Jeff Miller, CEO of Documentum, discussing how they grew from $2 million to $75 million in 4 years NOTE: VERY LARGE AUDIO FILE - TAKES A FEW MOMENTS TO LOAD - BE PATIENT | Newsletter 25A |
Struggling Software Firm Sells 12 New Accounts in 16 Months, Generates Over $10 Million in Revenue |
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Study of Retail Merchandising Software and Process Issues | Newsletter 32 |
Military Blunders Training Outline for Task Forces, Lessons from History for Corporate Change Projects |
Newsletter 34 |
How Outsourcing Customer Service Saves $400,000 and Improves Service |
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$942,500 in Labor Savings and $260,000 in Material Savings for Commodity Product |
Case Study 201 |
Supply Process Reduced from 21 Major Steps to 6 Major Steps |
Case Study 202 |
Heroic Effort Brings New Manufacturing Line Up in 10 Days |
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On Time Shipments Improved from 70% to 95%, Misshipments Reduced from 10% to 1%, Returns Reduced from 1 in 10 to Zero |
Case Study 204 |
Process Improvements and JIT Help Manufacturer Profitably Expand Low Margin Product Line by 5-fold! |
Supporting Materials for Cases, Training, Etc.
Overall Framework for understanding WHO is responsible for WHAT (Business Unit, Business Analyst, IT Department) FOP JOPP RUAT SEAT Acronym | FOP JOPP RUAT SEAT |
A Master Flow Chart demonstrating "Storyboarding" and "Stapling Yourself To and Order" concepts for a major web/internet development project | Newsletter 10 Master Flow Chart |
Use Case documents showing how Use Cases assist with developing good requirements documents and good specifications | Newsletter 10 Use Cases |
Screen Flow and Use Case example, simple, materially aided Texas Instruments Accounts Payable project | UserScreenAndUserStepSequenceSimple.pdf |
Business Case Payback Examples for An Energy Firm | Business Case Payback Examples 1 |
Prioritization method for proposed projects for a services firm including Quick Hits and the Dots method | Project Priorities Dots Quick Hits |
Detailed Business Case Payback Examples for a Services Firm | Business Case Payback Examples 2 |
Time Study and Process efficiency analysis of
15 orders. Process efficiency analysis compares an order's total
elapsed time (from customer authorization through completion of delivery) to
a theoretically optimum order (how fast an order could be completed if
everything were perfect).
The analysis shows that, on average, these 15 orders were only about 10% efficient. Industry standards show that the efficiency of these orders could be improved by 100% to 500%. |
TimeStudyProcessEfficiencyDetail.pdf |
Integration Flow Chart sample, hard, difficult, undocumented systems | IntegrationFlowChartHard |
Software Implementation Workshop: Guidelines for implementing a large software package for an energy company | Software Implementation Workshop |
Planning method for major software development release planning based on PMI's OBS (Organization Breakdown Structure) and WBS (Work Breakdown Structure) concepts | OBS WBS Major Swr Release Plan |
OBS (Organization Breakdown Structure) and WBS (Work Breakdown Structure) showing why a project is severely bottlenecked | OBSWBSReportingProjectShowsBottlenecks |
AS IS Process flow chart for a specialty retailer - full detail | Newsletter 5 AS IS Master Flowchart |
TO BE Process flow chart for a specialty retailer - full detail | Newsletter 5 TO BE Master Flowchart |
Sales / Use Cases for specialty retailer illustrating how to think through cases to produce screen specifications | Sales Use Cases Specialty Retailer |
AS IS Process flow chart for an IT Outsourcing firm's software development process | Project Process Improvement AS IS |
AS IS Process flow chart for an IT Outsourcing firm's software development process | Project Process Improvement TO BE |
Project Process Improvement WBS (Work Breakdown Structure) for improving the software development processes for a major software development department | Project Process Improvement WBS |
Release Plan for managing and prioritizing the requirements for a major software development project with numerous interfaces | Release Plan for Interface Requirements |
Sample RFP / RFI (Request for Proposal / Request for Information | RFP RFI Sample |
Sample "Out of Scope" Log and documentation from kick-off meeting | Out Of Scope List |
Development Standards | DevelopmentSpecificationStandards |
Risk Management Checklist | Risk Management Checklist |
Requirements Log from very large software development / purchase effort requiring users to submit business justification for including the requirement | Requirements Log With Business Case |
SOW (Statement of Work) Sample | SOW Sample |
Team Guidlines - help to establish common working arrangements within team | TeamGuidelines.pdf |
Bid Package for Major Software Development Project with Use Case / Test Case and Screens | UseCaseScreensDetailBidPackage |
Action Items Issues Meeting Minutes Sample - Resulted in $5 million Fraud Settlement | action items issues minutes sample |
Action Items Issues Log - Resulted in substantially improved project management process for outsourcing firm | ActionIssueLog |
Report showing failure of customer to perform their agreed upon tasks - prevented $4 million lawsuit | StatRptShowingCustRespAndFailure |
Checklist for Customer "Contracts" | CustomerContractChecklist |
Checklist for Customer Responsibilities and Due Dates | CustomerResponsibilitiesDueDatesChecklist |
Checklist for Dealing with Other Departments | OtherDeptChecklist |
Checklist for Dealing with 3rd Parties | ThirdPartyRespChecklist |
Checklist for Requirements (Functional Specifications) | FunctionalSpecificationChecklist |
Checklist for High Level Design and Order of Magnitude Estimate | HighLevelDesignOOMEstimateChecklist |
Checklist for Detailed Design | DetailedDesignChecklist |
Checklist for Production Cutover | ProductionCutoverChecklist |
Checklist for Project Planning | ProjectPlanChecklist |
Checklist for Risk Management | RiskManagementChecklist |
Checklist for Test Planning & Testing | TestPlanChecklist |
Checklist for User Acceptance | UserAcceptanceChecklist |
Process flow for putting software into production safely, Telecom company | PuttingSwrIntoProductionProcessFlow |
Pay For Performance In Software Development: A study of available papers on the topic | PayForPerfSwrDev |
Project Problem Decomposition: How to look for patterns among your projects to determine root causes | ProjectProblemDecomposition |
Change Request sample, showing sign-off | ScreensFlowSimpleWithChangeControlSignOff |
Process flow resulting in 25% reduction of test and fix cycle | ProcessFlow25PReductionY2KRemediation |
Test and Fix log | TestFixLog |
Business unit functional diagram showing all major applications | BusinessUnitFunctionalDiagram |
Screen flow example, simple, showing signoff | ScreensFlowSimpleWithSignOff |
Use and Test Case example, simple | UseTestCasesSimple |
Project Plan, simple, showing testing time as too low | SimpleProjectPlanTestingTooLow |
Work Authorization Process for IT Department of Major Manufacturer | WorkAuthorizationProcess |
Dallas Manufacturer $5 million project - problems and solutions | DallasMfrProblemsSuccessStory |
Books, Tapes, CDs, Article Reprints
The following are available by calling Tom Ingram & Associates, Inc at 972-394-5736 (or by download, where indicated.)
� Book: “How to Turn Computer Problems Into Competitive Advantage” - 1998, published by the Project Management Institute, Upper Darby, PA. This book presents a study of 60 Client/Server Horror Stories, 28 Success Stories, a Cross-Industry Benchmark of project success rates and a summary of the most applicable concepts from the Project Management Institute. $34.95
� Book: “A New Model for Investing in Software Companies” - 2004, published by Tom Ingram and Associates, Inc. This short book makes the case that the tech boom of the 1990s and the tech bust of 2001 / 2002 have forced the software industry to mature. A reliable model now exists to help investors judge and oversee the performance of software companies. The book's conclusions are supported by extensive field experience, case studies, Value Line research and research by McKinsey & Company. The book is particularly useful to investors who own software companies that are not performing. Click Here to Download at No Charge.
� Research Study: “Managing Client/Server Projects - A Study of 62 Projects” – June, 1994, the Project Management Journal published by the Project Management Institute. $12.95
� Earned Value Article, Cover Story for PM Network Magazine: A two-part article “Client/Server and Imaging: On time, On Budget, As Promised!” and “Client/Server, Imaging and Earned Value: A Success Story”. Articles describe successful projects at Texas Instruments. December, 1995, PM Network Magazine published by the Project Management Institute. $5.95
� Earned Value Training Materials Actual earned value project status reports from three projects show how the earned value method of project accounting and management works.
� Article: “System Integration Pitfalls and What You Can Do About Them!” – July, 1995, PM Network Magazine published by the Project Management Institute. $3.95
� Article: “How is a Client/Server Project like Heart Disease?” – May, 1995, PM Network Magazine published by the Project Management Institute. $3.95
� Case Study / Testimonial "Do It Yourself Kit": For those who like the idea of case study / success stories / testimonials, but prefer to do it themselves. $750.00. (call for details)
� Earned Value Lecture, (on CD), Video Session for Dallas Chapter of the Texas Society of CPAs, Executive Accountant Forum: (call for details.)
� What You Are Promised vs. What You Get A graph showing how the cycle of promises to reality usually goes.
� Computer Projects Fail 50% - 70% of the Time - Why? (Excerpt from “How to Turn Computer Problems Into Competitive Advantage” ) View at no charge.
� Understanding How To Improve Computer Project Outcomes - A Cross-Industry Benchmark (Excerpt from “How to Turn Computer Problems Into Competitive Advantage” ) View at no charge.
� Effective Organization and Oversight Models - A Cross-Industry Benchmark and an Oversight Model for Computer Projects (Excerpt from “How to Turn Computer Problems Into Competitive Advantage” ) View at no charge.
� Impact of Failed Computer Projects On Earnings (Excerpt from “How to Turn Computer Problems Into Competitive Advantage” ) View at no charge.
� Summary Table Showing Millions Wasted on Bad Computer Projects (Excerpt from “How to Turn Computer Problems Into Competitive Advantage” ) View at no charge.
� Sample Report Identifying How Specific Regulations Will Be Complied With
� Sample Requirements Log Leading to Detailed Request For Proposal
� Overview of Major Implementation Steps and Actions Needed
� Sample RFP (Request for Proposal / Request for Information)