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"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

Newsletter 2

Book Chapter:  Further Details on How Accounting Department Saved $450,000 (From How to Turn Computer Problems Into Competitive Advantage, PMI, 1998)

Newsletter 2A

Book Excerpt:  Certain Personality Types Seek to Avoid Accountability,  IT Management

Excerpt 2B

Book Chapter:  62 Client / Server Horror Stories

 
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

Newsletter 5

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

Newsletter 10

$32 per hour Improvement in Gross Margins for Services Firm

Newsletter 12

Inventory Reduced by $262,000 while Simultaneously Improving Customer Service 

Newsletter 13

30 Percent Labor Savings and Improved Customer Service!

Newsletter 14

$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)

Newsletter 15

How We Penetrated A Major Account Through High Value, Solution Selling, Sold $2,000,000+ at 35% Margin (Twice Industry Average)

Newsletter 16

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

Newsletter 31 

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

Seven Fatal Warning Signs of a Project In Trouble

Newsletter 1

How To Implement a Project Accounting and Control System

Newsletter 4

15 Tips for an Effective IT Department

Newsletter 6

Help for Non-Technical Executives:  Part I Tips from a Technical CEO.

Newsletter 7 

Help for Non-Technical Executives:  Part II Tips for Non Technical CFOs.

Newsletter 8

Help for Non-Technical Executives:  Part III More Tips for the Non-technical Executive.

Newsletter 9

IT Priorities During a Turnaround

Newsletter 11

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

Newsletter 26

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

Case Study 101

$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

Case Study 203

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!

Case Study 205

 

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

TimeStudyProcessEfficiencySummary14Projects.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)