Pacific Management Advisors - Business & Technology Consultants

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Project Citations – Information Technology

We have selected the following project citations, as representative examples, to illustrate the range of our information technology consulting services.

» Business applications requirements analysis, development & implementation

» Enhance systems to support international expansion

» Technology review & strategic systems planning

» Avoid unnecessary systems conversion

» Meet critical business challenge

» Interim CIO

Service Example: Business application requirements analysis, development & implementation.

For: Client in the business services industry.

Challenge: Labor-intensive, paper-driven sales order process with 24 hour order fulfillment requirement. No ERP system adequately met the company’s workflow process or data capture needs.

Project: Design, develop and implement custom order processing application to match client requirements. Integrate solution with existing ERP/accounting software.

Result: Solution enabled client to expedite order fulfillment with automated forms generation, integrated fax and e-mail capabilities. Orders managed more efficiently and reliance on paper documentation eliminated. Solution delivered on-time and within budget.

Outcome: Client absorbed significant increase in order volume without adding commensurate staff, ultimately contributing to a successful exit/liquidity event for its owners.

Service Example: Enhance systems to support international expansion.

For: Client in the real estate industry.

Challenge: US client with centralized accounting expanded operations to Europe and Canada. Business applications and reporting systems did not contain feature set needed for international business or statutory reporting.

Project: Identify and analyze needs of foreign operations. Blend them into company-wide processes and procedures. Upgrade existing applications to meet combined foreign and domestic requirements.

Result: Successfully restructured previously manual business processes to meet international processing conventions within eight months.

Outcome: Client successfully met the needs of its international business operations and complied with local statutory requirements.

Service Example: Technology review and strategic systems planning.

For: Client in the professional services industry.

Challenge: Consistently underperforming IT department, routine critical systems downtime and frequent turnover in IT management.

Project: Assess IT staff and organization’s technology. Interview all departments. Develop comprehensive systems and technology strategy and action plan to align IT with business goals.

Result: Plan adopted. When implemented, lead to comprehensive and successful restructure of IT function to provide high level of appropriately-targeted internal IT services. Critical systems availability and performance issues resolved.

Outcome: Management freed to devote time/energy to core business. IT function stability ultimately played role in supporting successful merger.

Service Example: Avoid unnecessary systems conversion.

For: Client in the real estate industry.

Challenge: Majority joint venture partner required our client to convert to its accounting software for consolidation purposes.

Project: Convert customized accounting system meeting all key business requirements to packaged software which did not offer equivalent features, representing a significant setback in systems capability for our client.

Result: Proposed alternative “bridge” from existing system to partner-specified software package. Developed software bridge at fractional cost/disruption of a major systems conversion. When run monthly, after each close, provided joint venture partner with files equivalent to live production use of partner-specified software.

Outcome: Long-term joint venture completed successfully. Unnecessary conversion avoided with all parties satisfied. Positioned our client to capitalize on major business up-cycle that followed. Client ultimately leveraged their custom software to support its remaining business requirements.

Service Example: Meet critical business challenge.

For: Client in the retail/distribution industry.

Challenge: At critical stage of growth, rapidly expanding chain of 12 stores required custom distribution system to meet unique business requirements within 10 months, before next holiday season. Overloaded existing system could not adequately support logistics or impending volume increase. Inability to optimize distribution formula and reduce turnaround times inhibited earnings growth.

Project: Analyze requirements, design, develop and implement custom distribution system, integrated with existing ERP/accounting system, on tight deadline to avoid holiday season crisis.

Result: Lead team to develop and implement successful solution on time and within budget, in same timeframe as larger, competing consulting firms proposed to only study the problem.

Outcome: All holiday season requirements met. System enhanced over next several years to support six-fold increase in number of stores before achieving targeted sale of company to national chain. IT played a key role in achieving business objectives and favorable exit/liquidity event for client principals.

Service Example: Interim CIO.

For: Client in the financial services industry.

Challenge: Backlog of critical IT projects and vendor relationship issues.

Project: Assess current IT landscape and align it with organization’s business needs. Develop prioritized list of IT initiatives, identify resources, manage and facilitate project work.

Result: Completed all key projects including upgrading and enhancing claims/bill review software and redeveloping website.

Outcome: IT function added value in a cost-justified manner consistent with business objectives.