Engagement Examples
- IT Transformation
- Risk Management Planning
- HRIS Transformation
- Change Management
- Executive Coaching
- Business Analysis
Process Improvement - Training
- Strategic Sourcing
- Project Management
Engagement Examples:
Current state:
Client had a PMO tool where the detailed project data was housed but they needed to extract all the data and provide a summary matrix on all projects for the year.
Desired state:
Provide an executive summary report of end of year project portfolio. Facilitate project retrospectives for identified projects and institute a comprehensive a project retrospective streamlined process.
Diane Meiller and Associates Solution
- Delivered project summary reports and more.
- Authored presentation for accomplishments for prior year.
- Project carry over, project size, financials, etc.
- Full analysis of project performance year over year.
- Established project retrospective templates and process.
- Completed retrospectives on several projects
- Made recommendations of how to improve project delivery performance.
- Initiated a quality management program and detailed components.
- Suggested where strategic sourcing made the most business sense.
Governance
Current state:
There was no IT Governance process or structure in place which prohibited the organization ability to prioritize projects appropriately resulting in a reactive management style.
Desired state:
Design and implement an IT Governance process, structure, and charters that enable the organization to be more proactive with their strategic planning of IT initiatives.
Diane Meiller and Associates Solution
- Created vision, scope and requirements for overarching IT governance process.
- Developed and delivered executive presentation that imparted governance concepts, purpose, process, and structure
- Implemented a three tiered governance structure which was comprised of:
- Strategic governance
- Working/Operational governance
- Project delivery governance
- Created charters for each of the three levels of governance
Sarbanes Oxley / PCI Project Management
Current state:
Organization had in place SOX /PCI compliance. However, the compliance protocol put several areas of compliance guidelines at risk.
Desired state:
Create and implement a process that demonstrated full SOX / PCI compliance that was low maintenance but ensured long term sustainability and compliance.
Diane Meiller and Associates Solution
Project managed the scope, budget, planning, risk assessment, training, executive presentations on current state, future state, gap analysis and project administration for:
- policy and operational control focus
- mapping SOX to PCI emphasis on gaps
- blueprinting processes including parameters, custom alerts, predefined rules management, collaborative distribution solutions, financial integration points, maintaining internal controls
- business process compliance
Project Management
Current state:
Projects are not delivering valuable results to customers nor are they on time or on budget. There are multiple avenues in which a project is requested of the IT department. There is no view of what projects within IT are being managed and the project managers are all using a different methodology to deliver project results.
Desired state:
Client wanted a repeatable reinforceable process to project management that could be assessed post project implementation.
Diane Meiller and Associates Solution
Diane Meiller and Associates designed a set of customized processes (predicated upon PMI methodology) that fit the organizations environment that rendered our clients desired state. Specific deliverables included:
- Project manager guidelines to manage projects so that customers experienced a consistent experience with all IT project managers. This set of processes also addressed and curbed scope creep and delivered a financial lens for each project.
- RACI grid.
- Processes that enabled the executive team to view ‘at a glance’ the portfolio of open projects, their status and project specific open critical items.
- A structure to measure the feasibility of project initiation at the onset.
HRIS Transformation
Current state:
Manual paper based HR processes were in place. HR Professionals were not viewed as strategic partners to the business but more of a transaction processer. If the HR office wasn’t open, employees could not get their questions answered nor make changes to their HR file. Generating reports was difficult and the data rendered inconsistent and not timely.
Desired state:
Automate the processing of HR transactions. Employees log in to a secure web based portal enabling them to update their own HR file (address, tax withholdings, licenses & certificates, etc.). They are able to submit self evaluations for their current year performance evaluations, view past performance evaluations, sign up for training classes, apply for open positions and view the internal job board. Managers can now have their employee’s information at their finger tips (real time), transfer employees to different departments, onboard new employees as well as terminate them.
Diane Meiller and Associates Solution
Diane Meiller and Associates provided the right team of consultants to complete:
- HR process analysis both current and future state
- Processes included recruiting, applicant tracking, compensation, benefits, commissions, tax withholdings, performance management, workforce planning, training, HR personnel file
- Design, build and implement new technology
- Design, construct and implement reporting
- Design, develop and deliver system documentation
- Facilitate post implementation meetings with affected employees and managers
Healthcare
- Project Objective: Create Governance Model for IT Capital Projects for large multi-campus healthcare organization in an effort to streamline assessment, approval and budgeting process.
- Project Objective: Manage implementation of clinical information system for large healthcare client.
- Project Objective: Manage clinical systems project for multi-campus hospital enterprise.
Change Management
Current state:
Accompanying an enterprise wide technology initiative (both domestic and international) was employee uncertainty, pessimism and resistance. The organization needed experienced people who could help them manage though a massive cultural change that the technology posed.
Desired state:
The organization needed all employees to clearly understand the who what where when why and how of the new changes. All employees need to understand what was in it for them, the company and the customers. Replace employee resistance with acceptance to drive organizational efficiencies, productivity and utilization of the new technology and processes ultimately giving the organization a competitive advantage over their competition.
Diane Meiller and Associates Solution
Diane Meiller and Associates provided the right team of consultants to complete:
- Stakeholder analysis
- Job impact analysis
- Communication strategy and plan
- Training strategy and plan
- Design, develop and deliver technology training
- Sponsorship roadmap
- Updates to executive steering committee
Executive Coaching/ Organizational Development
Current state:
Two internal groups within a department are experiencing challenges in the areas of collaboration, teamwork, mutual respect and complacency. This problem is resident within the leadership team down to the employees of the individual teams. The groups have succumbed to publically taking pot shots at each other, shouting matches in staff meetings, taking a stubborn stance on matters of small importance and throwing work “over the fence” without any communication. Customers are voicing significant dissatisfaction with the departments’ performance and prominent lack of camaraderie.
Desired state:
A high performance team that works together to deliver a superior service to their customers. The group has a mutual respect for each others roles and responsibilities and the department has a sense of community and guiding principals that reward desired changed behavior.
Diane Meiller and Associates Solution
Diane Meiller and Associates held a series of workshops with both the leadership and employee teams to define what they thought their current state was and what they wanted their future state to look like. Further sessions were held to understand what obstacles were preventing them from getting to their future state. Diane Meiller and Associates coached the teams through how to be a high performance team and developed unique ways to unify the teams to act and work like a single entity, reward changed behaviors, create a sense of community for everyone and strengthen relationships enterprise wide.
Training
Current state:
The organization was leveraging their various functional business areas to manage IT projects.
Desired state:
Train a Human Resources group on IT project management 101.
Diane Meiller and Associates Solution
Diane Meiller and Associates took a very basic approach to teaching project management and identified the ‘must haves’ and the ‘nice to haves’ in the 1.5 day training. We designed a blended training program to encompass a full understanding of the five phases of project management and the many of the components within Initiate, Plan, Execute, Control & Monitor and Close. We also explored project teams roles and responsibilities, the main components of a project plan, risk assessment (at a high level) and Microsoft Project basics.
Business Analysis & Process Improvement
Current state:
Internal IT hardware/software orders are taking months to process, orders were getting lost, orders were requested on paper forms.
Desired state:
Client wanted a simplified electronic ordering process that was traceable, reportable and consistent for types of requests within IT.
Diane Meiller and Associates Solution
Diane Meiller and Associates re-engineered five different back end processes to ensure consistency, efficiency, traceability and flexible reporting of order status. Further, Diane Meiller and Associates created an interim state to test drive the process flows to ensure desired efficiencies. Web based ordering system was built predicated upon final state processes.