Performance Improvement Expertise. TSI Transforming Solutions, Inc.

Transcription

1 Performance Improvement Expertise TSI Transforming Solutions, Inc. Copyright 2013 all rights reserved - Intellectual Property of TSI Transforming Solutions, Inc.

2 TSI Overview A Performance Management/Improvement consulting firm that: Identifies and implements strategy, process, organization and technology improvements Reduces unnecessary expenses, improves financial controls and organizational performance Improves service and product quality that increases customer loyalty and satisfaction Focuses, primarily for growth-oriented, midmarket and progressive higher education organizations We EXECUTE strategies successfully

3 TSI Details 17 years old Experience in many industries and leverage best practices across industries Chicago based; Travel extensively Clients are both domestic and global Over 25 Experienced Consultants Deliver result focused, pragmatic solutions that withstand the test of time. 3 3

4 Representative Clients 4 4

5 Making Strategies Realities Our Services: Strategic Performance, Shared Services and Process Improvement Business and Strategy Alignment, Technology Roadmap/Assessment, Software Evaluation & Technology Optimization Program, Project and Change Management Training Process Improvement and Change Management Acquisition Due Diligence ( pre and post ). 5 5

6 Growth causes issues and little time to plan: Strategic Direction Management Team Capital Needs Office space Technology Suppliers. 6 6

7 Assessment. Sales/Engineering and Product Design Manufacturing Testing Shipping/Installation 7 7

8 Examples System quirkiness (e.g., asking for a different county than requested, system does not identify type of order, rush checkbox does nothing) Key information buried in remarks No Workflow or IM heavy reliance on e- mail Risk contacting current employer - check 3 sources; checkbox, remarks and application Point A - Point B - Receive report request, obtain background, employment, education and other information, create report and deliver to client requests/day Wasted effort/$/time 1 13/16" 30% have errors Consent incomplete (page 2 missing), unsigned or illegible information Double entry into Excel Manual check processing Inconsistent set up of first, middle, last name and address Lack of Integration: No/limited mapping of fields from ATS or web entry; no automated integration from court systems 8 8

9 Revenue vs. Bottom Line How big is the gap? Bottom Line???? How big is the gap? 9 9

10 Beginning to Control Growth Strategic Direction What/how does work get 10 done? 10

11 Shared Services and Governance Assessment: - Analyzing where key functions are performed and assessing the consolidation and decentralization options - Merging several, similar departments, functions or organizations into one (or a fewer number than what exists today) to achieve economies of scale and increase performance

12 Our Approach Process Transformation 12 12

13 Shared Services Methodology 13 13

14 Representative Engagements For a rapidly-growing online marketing organization: defined efficient processes in conjunction with its evolving service offering. Defined business and technology requirements prior to evaluating software platforms. Created the overall technology roadmap and assisted with the implementation of the technology. For a large healthcare provider: performed a comprehensive technology assessment and created a technology strategic plan for this large, complex growing enterprise consisting of 11 hospitals and dozens of remote care centers. The plan was accepted and is currently being put into action. For a mid-sized durable goods distributor: identified $24M in inefficiencies, developed a full range of new sales, operations and financial processes, led a software evaluation and helped implement new processes. For a mid-sized distributor and retailer: conducted a process re-design project covering product development, catalog, internet and store order management and back office financial functions leading to the development of RFP requirements. For rapidly-growing online marketing organization: defined efficient processes in conjunction with its evolving service offering. Defined business and technology requirements prior to evaluating software platforms. Created the overall technology roadmap and assisted with the implementation of the technology. For a mid-sized insurance salvage service provider: conducting a focused investigation into the efficiency and controls of a key operational process that has significant impact on SLA performance and company revenue and cash flow accuracy 14 14

15 Representative Case Studies Client: Startup High Technology Company Business Challenge: This high-growth Search Engine Marketing Company needed help adapting to growth, process and profitability challenges. It had grown at a compounded rated of 250% per year, while redefining and reinventing its service offering. The company turned to TSI for assistance in facilitating its strategic direction while creating an efficient, scalable and sustainable infrastructure, and a consistent profit model. TSI s Role: TSI worked with the Executive Team to collaboratively define its vision, to be processes, supporting organization structure, and technology infrastructure. TSI helped to implement process, organization and significant technology change including the design and implementation of a management dashboard to track financial, innovation and quality results throughout the organization. Results: This project resulted in the development of a scalable, sustainable organization structure, business processes and technology infrastructure. This organization was able to continue on its remarkable growth pace as a result of this project

16 Representative Case Studies Client: Mid-sized Durable Goods Manufacturer and Distributor Business Challenge: This organization needed help adapting to two important changes: significant growth and inefficient processes caused by a poor Oracle implementation. As a result, the organization had trouble with innovation, profitability, quality and customer service. TSI s Role: Worked with the Executive team to understand and clarify the organization's direction. Then, with an operational team, we analyzed and improved its current processes, defined operational and technology recommendations, and implemented the recommendations with the highest ROI. We recommended a mid-tier ERP/Financial system implementation, and assisted with the requirements evaluation, vendor selection, contract negotiation and project management of the implementation. We also created a data warehouse and assisted with the data extraction and cleanup to make this warehouse useful. Results: TSI hit every project milestone, while completing the project under budget. 1) Performed the new system requirements definition and vendor selection within 10 weeks. 2) Defined detailed to be processes in conjunction with the system implementation within 12 weeks. 3) Realized significant software and services discounts due to effective negotiations. 4) Quantified over $24 million in tangible savings from improving the organization s business and IT processes and right-sizing its IT architecture expenditures

17 What Sets Us Apart We differentiate ourselves by: Addressing organizational challenges from a people, process and technology perspective Maintaining our independence and objectivity. TSI is NOT affiliated with any software vendor Rolling up our sleeves and working side-by-side our clients Adhering to budgets and timelines

18 Contact TSI Dan Feely Managing Partner 652 North 1st Bank Drive Palatine, IL ext