Solution Profile System Delivery Customer Engagement

BUSINESS CASE

As part of the Client’s strategic growth, and with initial work to investigate and quantify business impacts during phase 1, approval was given for a multiyear plan to replace and improve all legacy core administrative and financial systems.The key drivers for the replacement were the organizational need to improve insight and engagement of its customers and refit the organization with modern technologies that will be operational for the next 15+ years. The following functional areas were in scope for system replacement:1.Centralized customer, organizations, third-party, and employee contact management system2.Membership system management of customers from cradle-to-grave3.All membership AR and AP systems and subsystems4.Refit DW/BI reporting for all replaced systems5.Mobile app for customers

BUSINESS SOLUTION

The first phase of the transformation was an organization-wide business and technology investigation toestablish 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 2019 (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 Analyst, Quality Assurance Analyst•Business Strategy and Records Management Consultants•Data and Report Analyst, Database and Application Support Analyst•Developer ARC continues to provide support of these solutions today.

EXECUTIVE SUMMARY

•Sole professional association (people and organizations) within the jurisdiction

•Serves over 10,000 members and hundreds of organizations

•Business Strategy and Transformation Assessment

•Portfolio, Program, Project Management

•Solution Architecture and Design

•Business Analysis, Process Improvement, and Quality Assurance

•Quality Assurance and Test Strategy Execution

•.Net/SQL Development

•iOS/Android

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