Project and Process Rescue

IT centric projects can easily turn upside-down. Systems are increasingly a powerful revenue growth engine and, therefore, an upside-down project or IT unit affects EBIDTA.  From inception, a vendor may underestimate implementation due to sales pressure, or a contract for enhancements may not protect your rights and future needs.  Many vendors take quick and dirty shortcuts, trading speed (and their limited range of knowledge) for future scalability and long-term adaptability as your needs evolve.  Preferred systems integrators need to protect their vendor relationship more than they need to make you wholly satisfied, so they permit shortcuts rather than push back. RoE does not resell and therefore our sole point of interest is you and your program of work. We are very adept at mapping your As-Is and Future process needs to your current systems and initiatives, identifying required enhancements, remediations and business cases.

 

New Implementations

RoE, based on years of hard-won experience, understands where the issues can hide and plans and runs projects accordingly.  Systems Integration is all about the details and how one decision can affect another.  We have implemented Enterprise level as well as departmental and ‘spot' solutions. We leverage our Operations expertise to provide a realistic appraisal of your throughput capacity, focusing on scalability, sustainability, compliance and meeting future volume projections.  RoE is very successful in managing and monitoring other systems integrators and vendors, reporting back to you an ongoing true status, avoiding surprises. 

 

Situational Assessment; Vendor Selection

RoE has the requisite artifacts and templates to permit us to rapidly benchmark your current systems against the current state of the art as well as your future goals/projections.  We then provide a roadmap for you to follow or for us to assist in implementing.  While providing due diligence in vendor evaluations, we have the ability to ferret out the ‘mistakes', ‘blow-ups' and other stories the vendor will forget to mention.

 

Specific Areas of Expertise

 

Insurance (P&C, Specialty Lines, A&H, Reinsurance)

• Agency Portals
• Submissions- Rating-Underwriting
• New Product Factory; Policy Administration
• Billing/AR and Distribution Management
• Claims (STP and hi-touch)
• Ceded, Treaty and Facultative Reinsurance
• BI, Statutory Reporting, Financial Reporting,
• Mobile applications
• Partner ecosystems

 

Financial Services (Banking, Brokerage, Asset Management/Custodian)

• Revenue and Billing Management
• Retail and Investment Representative systems including accelerated on-boarding
• Commercial
• High Net Worth, including Household/Extended Relationship P/L
• FX and Trade Management
  • Revenue and Billing Management
  • Reconciliation
  • Corporate Actions
  • Manager Payouts
  • AP, GL, AR
  • CRM, SCRM

 

Manufacturing (EPA, FDA, DoD)

• ERP
• E-commerce
• Supply Chain
• Maintenance and Field Operations
• Lean, Cycle Time Reduction
• Sustaining Improvements over time

 

Software/Cloud Vendors

• Product Roadmaps
• Gap Analysis
• Go-To-market and Customer Support
• Sales process linked to requisite infrastructure
• Professional Services and Revenue Delivery
• Customer Rescue
• Interim Leadership with greenfielding and backfill
• Modern Development Organization
• Market Surveys, Customer Feedback

 

PMO Creation/Tuning for Low-Overhead Execution

• Creation of SDLC artifacts/templates
• Definition of PMO review criteria
• Enforcement of SDLC
• Compliance
• Creation and execution of effective communication plans
• Stakeholder involvement assuredness