Converted Data and Processes

Mid-size Outsourcing Company

The Problem

It is not uncommon for companies to have higher expectations of their vendors than they have of themselves. In this case:

This outsourcing company needed to assume responsibility for a client's data and processes, using its own proprietary software and staff

Client's processes and data were inconsistent and incomplete

Conversion needed to be completed and communicated to constituents before the next license renewal cycle began

The Solution

Carolyn Picciotti led the project team comprised of members of various functional departments and client representatives:

The team reached agreement on the scope of work, deliverables, and risks to successful completion

Key tasks required joint efforts between company and client, including:

Analysis and correction of client's data

Preparation of a data conversion plan

Design of internal procedures

Training of client and internal staffs

Communications with constituents

The Result

Turnaround of license renewal transactions reduced by 65% and significantly improved customer service, making the client look great to its constituents

Project was completed on time and within budget