Todd Herman Associates e-Update — May 2009

Helping Our Clients

I am pleased to provide you with an update on our client projects. Projects we have completed over this period include...

Speeding Large-Scale Data Editing

Developed Microsoft Access functionality to improve users' productivity in editing record sets in SQL Server databases, creating specialized functions to enable spreadsheet-like large-scale operations, increasing efficiency over the default record-by-record editing.

System Modifications for New Offshore Plant

Worked with client personnel to research and resolve post-implementation issues for systems modifications to support a new offshore plant, providing quick issue resolution as this business-critical plant moved from pilot-production mode to full-scale production.

Web-based Business Process Management

Designed a web-based application to manage five separate business processes and provide them uniform queue and workflow capabilities, giving an integrated view of Billing operations and improving efficiency and accountability.

Managing ERP System Implementation

Provided systems knowledge and project management to help this client implement an ERP system, allowing key users to focus on implementation tasks, and helping ensure tasks are done accurately and completely.

Devising Metrics and Dashboard

Helped this medical services company devise a series of metrics to track progress in reducing and resolving denied or rejected claims, and then implement these metrics via an intranet dashboard, defining steps and focusing attention on actions to improve accounts receivable aging.

Quoting System Rollout

Trained employees in multiple locations on this Lotus Notes-based collaborative quoting system, ensuring the inside and outside sales force quickly implement and use process and technology improvements.

Transactions and Reporting

Implemented various automated accounting transactions and related management reports, equipping this insurance company with management information to better assess and manage the risks and profitability of its various lines of business.

Business Analytics to Support Contract Negotiations

Analyzed insurer payment data for both in-network and out-of-network claims, allowing this health services provider to better negotiate contractual allowances and thus improve its profitability.

Future projects we are planning include...

Unifying Applications for Call Center

Develop and rollout a call center application to incorporate several standalone applications into it, providing managers improved tools to manage workload and monitor employee effectiveness, and allowing executives to devise tactics to more quickly collect accounts receivable.

Interim Director of Finance

Serve as interim Director of Finance for this industry association, providing guidance on both high-level and day-to-day issues, allowing work to continue during this organization's busiest period.

Securing Systems for Offsite Access

Enhance an application to allow contract collections agents to securely access patient billing and collection histories, enabling these highly specialized offsite agents to work accounts as part of this client's overall collections strategy.

System Changes for New Distribution Center

Analyze current system modules, review proposed process and inventory flow for a new offshore distribution center, specify the necessary systems modifications, and develop comprehensive test scenarios, enabling this manufacturing company to accommodate new distribution methods and multiple new points of US entry, while preserving its existing systems investments.

Enhancing Sales Rep Productivity

Enhance a Lotus Notes-based collaborative quoting system to quickly check product prices, inventory availability, contract pricing for specific projects, and purchase history for specific customers, improving the productivity of inside and outside sales representatives for this construction-services company.

Integrating Third-Party Processor Systems

Incorporate the business systems of a third party processing firm into our client's existing middleware system's screening, processing, and integrating modules, allowing outsourced processing to automatically produce accounting transactions for our client.

Business Analytics Increase Government Revenues

Develop sophisticated matching and screening routines to rigorously analyze multiple data sources, allowing governmental entities to comprehensively search for additional revenue opportunities.