Helping Our Clients
I am pleased to provide you with an update on our client projects. Projects we have completed over this period include...
Business Analytics Increase Government Revenues
Enhanced sophisticated matching and screening routines to simultaneously analyze multiple data sources, allowing governmental entities to comprehensively search for additional revenue opportunities.
Lotus Notes Enhancements
Revised a Lotus Notes-based contract management system for the in-house legal department of a pharmaceutical firm, enabling executed contracts to be better stored and archived.
System Modifications for New Offshore Plant
Identified the business system and integration system modules affected by a change in routing goods between domestic and offshore plants, and specified needed modifications, allowing this apparel manufacturer to quickly adapt its production flow to respond to changed business priorities.
Unifying Applications for Call Center
Developed and deployed a call center application to incorporate several standalone applications, dramatically improving staff productivity, and providing managers improved tools to manage workload and monitor employee effectiveness.
Managing ERP System Implementation
Worked with multiple vendors and client personnel to manage the system integration, modification, and implementation for this not-for-profit agency, successfully adjusting the planned project tasks and deadlines to respond to budget changes, while also incorporating several unanticipated vendor change orders.
Devising Metrics and Dashboard
Designed, developed, and deployed a series of metrics to track progress in reducing and resolving denied or rejected claims via an intranet dashboard, allowing this medical services company to monitor and quickly collect past due accounts receivable.
Improving Construction Estimating Processes
Designed and managed development of a custom estimating program for this construction-related company, improving consistency and accuracy among job estimators, automating calculations, and permitting collaboration on project estimates.
Interim Director of Finance
Served 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.
Future projects we are planning include...
ERP System Rollout
Manage the two-phase cutover — manufacturing and then distribution — to a new ERP system, minimizing operational disruptions while accommodating the annual audit of physical inventory.
Validation via Web Services
Develop a web service to enable one-click eligibility verification prior to billing insurance companies for services rendered, improving the efficiency and effectiveness of this medical services company's billing representatives.
Standard Cost System for Medical Tests
Develop a system to compute the standard material, labor, and overhead cost of a wide range of medical tests, enabling this company to better set prices and negotiate insurance contracts.
Automation Improves Efficiency and Accuracy
Automate the creation of financial transactions from the completed research and resolution of denied or rejected claims, eliminating time-consuming and error-prone manual transactions, and freeing time for research and collection calls.
Contract Information Systems Management
Serve as contract Information Systems (IS) Manager for this professional services firm, working with executives and staff to link IS priorities and operations to the company's strategic plans, and providing as-needed project management and systems analysis capabilities.
Selecting a New Director of Finance and Administration
Work with the Executive Director and Treasurer for this international association, helping them devise questions and scenarios to effectively assess candidates' likely performance as Director of Finance and Administration in this organization's unique environment.
Resolving Data System Inconsistencies
Research discrepancies between transaction details and inventory balances for this manufacturer, identifying transactions to be modified or added, enabling accurate recording of all changes in inventory balances.
Mobile Quote System Enhancements
Meet with key stakeholders to rank and clarify new and enhanced functionality for a mobile quote system, allowing better execution and management of the quoting and bidding processes for this construction-related firm.