The first phase of the transformation was an organization-wide business and technology investigation to establish targets that will inform and align a multi-year program with project funding. Deliver and integrate five (5) CRM solutions in thee clients first CRM. Deliver and integrate five (5) data migration and coexistence from/with legacy systems solutions Oracle system to MS Dynamics CRM. Deliver and integrate over six (6) BI/DW data migrations from Oracles/Cognos to MS SSRS, SSIS, etc. and MS Power BI. Deliver and integrate two (2) custom financial general ledger and sub ledger systems in MS .Net. Inaugural mobile app (iOS/Android) delivered, built and broadly released across the breadth of the membership, some government departments and the public.
ARC lead this business and IT transformation portfolio, programs, and projects over the course of 3+ years from 2016 through to 2020 (on-going) in the following roles and with approximately ten (10) resources working across various projects:
• Portfolio, Program, and Project Management
• Solutions Architect, Application Architect
• CRM Functional Analyst
• Business Strategy and Records Management Consultants
• Business Analyst
• Data and Report Analyst
• Developer
• Quality Assurance
• Database and Application Support Analyst
• Portfolio, Program, and Project management of the unified toolset and shared data transformation
o PM’d the initial Business Assessment project which gathered all the org’s needs to support leadership approval to embark and navigate a 3-5 year business transformation that was fuelled and enable by an IT transformation
o Governance: CFO, COO, and IT Director (Sponsor)
o Forecasts and tracking were built/tuned to forecast the upcoming 6 to 18 month business cycle to align with the org’s financial planning and capacity for adopting change
o CRM Program initiated the core customer, supplier, location, etc. base data for the business
o CRM small (~3 month) follow-on projects leveraged the CRM toolset
o Drove the custom-built in-house financial sub-systems (GL and sub-GL modules)
• Delivered 10+ business solutions
• Initial Business Assessment organization-wide (top to bottom & end to end) to identify and define unified processes, shared data, and inter-department synergies to improve insight and engagement of their member (physicians)
• Module-by-Module business analysis (and QA/QC)
o Business Analysis – Each niche or collaborative
o Requirement Planning
o Elicitation
o Documentation
o Verification
o Testing – validation (i.e. QA/QC) was completed as each module was designed, developed, trained, and deployed
Change Management for each business department and working group
• Waterfall and Agile methodologies were used to rebuild the core operational systems and database
o Waterfall: 3rd -party CRM (MS Dynamics) assessed, defined, configured, tested, trained, deployed, and implemented
o Agile: Custom financials (GL and sub-GL modules) assessed, designed, built, migrated, tested, trained, deployed, and implemented
ARC continues to provide support of these solutions today.
