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3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344
www.vtsinc.us
Our	
  Expertise	
  &	
  Capabilities	
  
Today’s	
  business-­‐technology	
  environment	
  requires	
  an	
  intricate,	
  robust	
  ecosystem	
  -­‐	
  made	
  of	
  trillions	
  of	
  bytes	
  of	
  
data,	
   working	
   together	
   with	
   several	
   different	
   technology	
   platforms	
   to	
   revolutionize	
   the	
   way	
   stakeholders	
  
transform	
  their	
  industry	
  verticals.	
  Many	
  of	
  these	
  vertical	
  industries	
  face	
  intense	
  challenges	
  in	
  2014	
  and	
  beyond,	
  
and	
  will	
  have	
  no	
  choice	
  but	
  to	
  change	
  their	
  established	
  business	
  models.	
  
Vertical	
  Technology	
  Solutions	
  (VTS)	
  is	
  a	
  technology	
  strategy	
  firm	
  with	
  a	
  solid	
  record	
  of	
  partnering	
  with	
  companies	
  
and	
  educational	
  institutions;	
  to	
  deliver	
  the	
  tools	
  needed	
  for	
  creative	
  problem-­‐solving,	
  to	
  be	
  more	
  efficient	
  and	
  
effective,	
  to	
  be	
  more	
  involved,	
  and	
  to	
  stay	
  better	
  connected.	
  We	
  excel	
  at	
  big	
  picture	
  and	
  project	
  deliverables,	
  
whether	
  for	
  fixed-­‐term	
  or	
  negotiated	
  engagements.	
  
It	
  all	
  begins	
  with	
  a	
  strategy,	
  proper	
  assessment	
  and	
  planning.	
  	
  VTS	
  can	
  help	
  integrate	
  existing	
  systems,	
  conduct	
  gap	
  
analysis,	
   or	
   build,	
   configure	
   and	
   implement	
   new	
   capacities	
   (including	
   3
rd
	
   party	
   applications)	
   that	
   enhance	
  
technology	
   systems	
   and	
   promote	
   cohesive,	
   seamless,	
   functionality	
   through:	
   Data	
   Integration,	
   Infrastructure,	
  
Reporting,	
  Web	
  Development,	
  Security,	
  vendor	
  management	
  and	
  overall	
  Solution	
  Implementation!	
  
What	
  Sets	
  Us	
  Apart	
  
Partnering	
   is	
   a	
   core	
   competency	
   of	
   VTS.	
   We	
   pride	
   ourselves	
   on	
   providing	
   clients	
   just-­‐in-­‐time	
   access	
   to	
   the	
  
horsepower	
  of	
  a	
  full	
  staff	
  of	
  competent	
  technology	
  professionals	
  without	
  the	
  costly	
  salary	
  associated	
  with	
  such	
  
talent.	
  Our	
  professionals	
  deliver	
  right-­‐sized	
  solutions	
  to	
  small	
  and	
  medium	
  sized	
  businesses,	
  and	
  K-­‐12	
  independent	
  
schools	
   using	
   Strategic	
   Implementation	
   services	
   tailored	
   to	
   the	
   nuances	
   of	
   your	
   vertical	
   industry	
   (insurance,	
  
education,	
  etc.).	
  
Leadership	
  Team	
  
	
  
VTS’	
   professionals	
   have	
   over	
   50	
   years	
   of	
   combined	
   experience	
   and	
   have	
   led	
   successful	
   strategic	
   technology	
  
deployments	
   in	
   the	
   property	
   and	
   casualty	
   insurance	
   sectors,	
   as	
   well	
   as	
   K-­‐12	
   independent	
   school	
   space.	
  	
  
	
  
We	
  seek	
  to	
  leverage	
  our	
  experience	
  in	
  solving	
  the	
  business	
  problems	
  that	
  are	
  most	
  common	
  to	
  your	
  business,	
  
without	
   a	
   cookie-­‐cutter	
   approach.	
   We	
   take	
   a	
   holistic	
   approach	
   to	
   identifying	
   and	
   understanding	
   your	
   business	
  
problem	
  first.	
  This	
  results	
  in	
  a	
  comprehensive	
  technology	
  plan	
  that	
  supports	
  your	
  business	
  strategy,	
  and	
  increases	
  
your	
  odds	
  for	
  success.	
  
Robert	
  Golden,	
  Managing	
  Director	
  &	
  Solutions	
  Architect	
  	
  	
  
Robert	
   has	
   a	
   proven	
   and	
   well-­‐documented	
   track	
   record	
   of	
   assembling	
   talented	
   teams	
   capable	
   of	
  
transforming	
  company	
  and	
  school	
  operations.	
  With	
  many	
  years	
  as	
  a	
  corporate	
  Chief	
  Information	
  Officer	
  
(CIO)	
   he	
   excels	
   as	
   a	
   technical	
   strategist	
   with	
   strong	
   program	
   and	
   project	
   management	
   skills	
   to	
   align	
  
'tactical	
  deliverables'	
  with	
  'big	
  picture'	
  business	
  strategy.	
  
	
  
Boon	
  Lau,	
  Principal	
  &	
  Solutions	
  Architect	
  	
  	
  
Boon	
  is	
  a	
  seasoned,	
  results-­‐driven	
  IT	
  Professional	
  who	
  balances	
  a	
  keen	
  eye	
  for	
  detail	
  with	
  extensive	
  IT	
  
subject	
   matter	
   expertise	
   derived	
   from	
   hands-­‐on	
   and	
   managerial	
   experience	
   in	
   multiple	
   industries	
  
including	
  the	
  Property/Casualty	
  Insurance	
  and	
  Education	
  Management	
  industries.	
  Boon	
  is	
  equally	
  adept	
  
at	
   translating	
   business	
   requirements	
   into	
   systems	
   specifications	
   by	
   applying	
   business	
   analysis	
  
methodologies.	
   	
   	
  
 
3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344
www.vtsinc.us
Case	
  Study	
  #1	
  
	
  
Award-­‐Winning	
  Business	
  Intelligence	
  Project-­‐	
  Regional	
  Insurance	
  Carrier	
  
	
  
The	
  Problem	
  -­‐	
  Over	
  the	
  span	
  of	
  nearly	
  30	
  years	
  of	
  operation,	
  a	
  regional	
  insurance	
  carrier	
  has	
  accumulated	
  
terabytes	
  of	
  data	
  in	
  disparate	
  systems	
  for	
  applications,	
  claim	
  files,	
  payment	
  history,	
  commission	
  records,	
  
quotes	
  and	
  policy	
  endorsements	
  or	
  amendments;	
  but	
  this	
  data	
  is	
  not	
  useful	
  as	
  information	
  to	
  key	
  leaders	
  
that	
  can	
  help	
  drive	
  business	
  decisions.	
  
	
  
The	
  Approach	
  -­‐	
  After	
  identifying	
  all	
  the	
  various	
  data	
  sources,	
  implement	
  an	
  information	
  architecture	
  that	
  
uses	
  canonical	
  data	
  model	
  at	
  its	
  core	
  to	
  loosely	
  couple	
  the	
  multiple	
  disparate	
  data	
  sources.	
  This	
  approach	
  
preserved	
  the	
  integrity	
  of	
  the	
  source	
  data	
  while	
  enabling	
  it	
  to	
  be	
  accessed	
  in	
  a	
  centralized	
  manner	
  based	
  
upon	
  a	
  common	
  nomenclature.	
  
	
  
Implemented	
  Solution(s):	
  
• Implemented	
  a	
  Services	
  Oriented	
  Architecture	
  (SOA)	
  that	
  modernized	
  the	
  potential	
  of	
  accessing	
  data	
  
from	
  older	
  legacy	
  systems	
  of	
  differing	
  platforms	
  such	
  as	
  IBM	
  (DB2),	
  WINDOWS	
  (Intel),	
  and	
  etc.	
  
• Procured	
  and	
  implemented	
  an	
  industry-­‐specific,	
  tried	
  and	
  true	
  data	
  model	
  to	
  which	
  all	
  source	
  data	
  was	
  
mapped.	
  Included	
   in	
   the	
   implementation	
   of	
   this	
   model	
   was	
   a	
   robust	
   data	
   presentation	
   tool	
   and	
  
reporting	
  module	
  that	
  provided	
  ‘non-­‐developer’	
  access	
  to	
  data	
  by	
  business	
  people.	
  
• Architected	
  an	
  Operational	
  Data	
  Store	
  (ODS)	
  to	
  house	
  data	
  model,	
  incremental	
  data	
  changes	
  from	
  the	
  
initial	
  load	
  and	
  business	
  intelligence	
  reporting	
  tools.	
  
	
  
Results:	
  	
  
• Transformed	
  decision-­‐making	
  at	
  every	
  level	
  of	
  the	
  organization	
  from	
  customer	
  service	
  representative	
  
who	
  now	
  has	
  real-­‐time	
  access	
  to	
  critical	
  information	
  for	
  all	
  customer	
  interactions,	
  to	
  executives	
  who	
  
could	
  now	
  make	
  useful	
  comparisons	
  of	
  products	
  lines,	
  the	
  cost	
  of	
  their	
  operations.	
  This	
  enabled	
  timely,	
  
surgical	
   maneuvers	
  to	
   establish	
   the	
   right	
   business	
   mix	
   in	
   day-­‐to-­‐day	
   operations	
   and	
   the	
   annual	
  
budgeting	
  process.	
  
	
  
• Created	
   Key	
   Performance	
   Indicator	
   (KPI)	
   information	
   and	
   trending	
   that	
   triggered	
   pre-­‐established	
  
actions	
  based	
  upon	
  established	
  threshold	
  for	
  loses,	
  earned	
  versus	
  written	
  premium,	
  payment	
  activity	
  
and	
  commission	
  (cost	
  of	
  acquisition)	
  down	
  to	
  policy	
  level	
  granularity.	
  
	
  
• Was	
  awarded	
  the	
  2008	
  Model	
  Carrier	
  Award	
  in	
  the	
  infrastructure	
  category	
  for	
  Enterprise	
  Data	
  Model	
  
and	
   Warehouse.	
  Internally,	
   the	
   company	
   experienced	
   immediate	
   benefit	
   after	
   dropping	
   production	
  
time	
   for	
   internal	
   reports	
   and	
   product	
   design	
   analytics	
   from	
   one	
   month	
   (after	
   month-­‐end	
   close)	
   to	
  
essentially	
  real-­‐time.	
  This	
  enabled	
  the	
  company	
  to	
  compete	
  much	
  more	
  intelligently	
  and	
  aggressively	
  
in	
  the	
  market	
  place	
  
	
  
	
  
	
  
	
  
	
  
 
3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344
www.vtsinc.us
Case	
  Study	
  #2	
  
	
  
Successful	
  VOIP	
  Implementation	
  Leads	
  To	
  Expense	
  Reduction-­‐	
  Managing	
  General	
  Agencies	
  
	
  
The	
  Problem	
  -­‐	
  Regional	
  company	
  operates	
  in	
  a	
  tri-­‐state	
  region	
  with	
  separate	
  branch	
  offices	
  that	
  support	
  a	
  
distribution	
   network	
   of	
   hundreds	
   independent	
   retailers.	
  The	
   cost	
   of	
   telecommunications	
   between	
   these	
  
locations	
  was	
  a	
  fixed	
  expense	
  that	
  was	
  adversely	
  impacting	
  the	
  company’s	
  expense	
  ratio.	
  
The	
  Approach	
  -­‐	
  Review	
  the	
  feasibility	
  and	
  implemented	
  an	
  IP	
  (Internet	
  Protocol)	
  Telephony	
  project	
  that	
  
leveraged	
   the	
   company’s	
   existing	
   data	
   network	
   between	
   offices	
   to	
   enable	
   voice	
   communication	
   and	
  
minimize	
  or	
  reduce	
  telecommunications	
  speed	
  between	
  branch	
  offices.	
  
Implemented	
  Solution(s):	
  
• Fortified	
  the	
  existing	
  data	
  network	
  by	
  upgrading	
  to	
  a	
  fully	
  redundant	
  Layer	
  3	
  switches	
  fed	
  by	
  fiber-­‐optic	
  
connections.	
  
• Source	
  and	
  procured	
  a	
  VOIP	
  (Voice	
  Over	
  Internet	
  Protocol)	
  phone	
  system	
  that	
  leveraged	
  the	
  newly	
  
fortified	
  network	
  to	
  deliver	
  voice	
  and	
  video	
  to	
  a	
  phone	
  device	
  plugged	
  into	
  standard	
  computer	
  jack	
  by	
  
an	
  already	
  existent	
  data	
  resource	
  within	
  the	
  IT	
  team.	
  
• Analyzed	
  call	
  routing,	
  hunt	
  groups,	
  voicemail	
  and	
  service	
  messaging	
  queues	
  in	
  existing	
  analog	
  system	
  
and	
  optimized	
  them	
  in	
  the	
  new	
  VIOP	
  solution.	
  
Results:	
  
• Transformed	
   annual	
   telecom	
   spend	
   from	
   a	
   fixed	
   number	
   representing	
   a	
   large	
   percentage	
   of	
   the	
   IT	
  
budget	
  to	
  zero	
  after	
  the	
  capitalized	
  expenditure	
  was	
  paid	
  off	
  over	
  three	
  years.	
  
• Improved	
   the	
   efficiency	
   of	
   call	
   handling	
   and	
   routing	
   between	
   offices	
   and	
   re-­‐purposed	
  one	
   full	
   FTE	
  
(approximately	
   $45k	
   annually	
   plus	
   35%	
   benefit	
   load)	
   who	
   previously	
   dedicated	
   100%	
   to	
   the	
  
receptionist	
  job.	
  
• Enabled	
   the	
   self-­‐servicing	
   of	
   customer	
   accounts	
   through	
   use	
   of	
   a	
   voice	
   activated	
   response	
  
system.	
  These	
   allowed	
   customers	
   access	
   to	
   account	
   information	
   24/7	
   and	
   to	
   make	
   payments	
  
online.	
  This	
  resulted	
  in	
  the	
  re-­‐purposing	
  of	
  multiple	
  customer	
  service	
  representatives	
  (annual	
  cost	
  of	
  
$45-­‐70k	
  plus	
  35%	
  benefit	
  load)	
  to	
  higher	
  and	
  more	
  valuable	
  customer	
  operations.	
  
	
  
	
  
	
   	
  
 
3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344
www.vtsinc.us
Case	
  Study	
  #3	
  
	
  
Strategic	
  Technology	
  Program	
  Overhaul	
  &	
  Rescue	
  -­‐	
  	
  Prestigious	
  Independent	
  Private	
  School	
  
	
  
The	
   Problem	
  -­‐	
   Upon	
   review	
   and	
   assessment,	
   it	
   was	
   determined	
   that	
   one	
   of	
   the	
   nation’s	
   largest	
  
independent	
   private	
   schools	
   needed	
   a	
   technology	
   overhaul	
   of	
   Infrastructure,	
   Website	
   and	
   Student	
  
Information	
   System	
   (SIS)	
   to	
   support	
   the	
   school's	
   strategic	
   plan.	
   VTS	
   was	
   engaged	
   (mid-­‐stream)	
   on	
   this	
  
program	
   to	
   rescue	
   it	
   from	
   a	
   6-­‐month	
   miss	
   on	
   the	
   1
st
	
   major	
   deliverable,	
   and	
   protect	
   the	
   investment	
   of	
  
program	
  stakeholders.	
  
	
  
The	
  Approach	
  -­‐	
  	
  Address	
  The	
  School’s	
  aging	
  technology	
  ecosystems.	
  	
  Baseline	
  assessments	
  identified	
  that	
  
existing	
  systems:	
  did	
  not	
  easily	
  facilitate	
  information	
  sharing,	
  lacked	
  governance	
  structure,	
  showed	
  unclear	
  
ownership	
   and	
   relied	
   heavily	
   on	
   individual	
   ingenuity	
   vs.	
   standard	
   processes.	
   Additionally,	
   there	
   was	
   a	
  
limited	
   understanding	
   of	
   current	
   system	
   capability,	
   and	
   the	
   systems	
   did	
   not	
   facilitate	
   collaboration	
   and	
  
knowledge	
  sharing	
  which	
  limited	
  the	
  school’s	
  ability	
  to	
  achieve	
  regulatory	
  compliance.	
  
	
  
Implemented	
  Solution(s):	
  
• Using	
  program	
  and	
  project	
  management	
  methodologies,	
  VTS	
  took	
  the	
  helm	
  of	
  a	
  failing	
  projects	
  that	
  
were	
  managed	
  separately	
  and	
  implemented	
  a	
  project	
  management	
  framework.	
  	
  6	
  months	
  off	
  target,	
  
and	
  missed	
  its	
  first	
  major	
  deliverable	
  amid	
  project	
  staff	
  changes.	
  
• Implemented	
   a	
   project	
   charter	
   after	
   identifying	
   and	
   interviewing	
   project	
   stakeholders.	
   	
   The	
   charter	
  
defined	
   scope,	
   deliverables,	
   budget,	
   deliverable	
   owners,	
   and	
   projected	
   needed	
   staff	
   to	
   bring	
   the	
  
multiple	
  deliverables	
  on	
  time.	
  
• Established	
   a	
   vendor	
   management	
   protocol	
   that	
   renewed	
   a	
   broken	
   trust	
   that	
   left	
   vendors	
   feeling	
  
uncertain	
  of	
  who	
  the	
  deliverable	
  owners	
  were.	
  
• Identified	
  over	
  200	
  open-­‐issues	
  and	
  decisions	
  that	
  had	
  to	
  be	
  address	
  in	
  order	
  to	
  take	
  the	
  project	
  live.	
  
	
  
Results:	
  	
  
• Despite	
  coming	
  into	
  the	
  project	
  in	
  January	
  after	
  a	
  6-­‐month	
  schedule	
  slip	
  and	
  a	
  missed	
  1
st
	
  deliverable	
  to	
  
the	
  entire	
  school	
  constituency,	
  took	
  the	
  entire	
  solution	
  (8	
  separate	
  projects	
  and	
  sub-­‐deliverables	
  with	
  
data	
  conversions)	
  live	
  on	
  schedule	
  for	
  the	
  start	
  of	
  school	
  in	
  August	
  2013.	
  
	
  
• Implemented	
  an	
  industry	
  leading	
  Web	
  Solution	
  for	
  independent	
  schools	
  after	
  stopping	
  to	
  upgrade	
  the	
  
solution	
  to	
  account	
  for	
  previously	
  unaccounted	
  for	
  faculty,	
  student	
  and	
  parent	
  requirements.	
  	
  	
  
	
  
• Implemented	
  an	
  industry	
  leading	
  Student	
  Information	
  System	
  (SIS)	
  for	
  independent	
  schools	
  clarifying	
  
requirements	
  and	
  closing	
  over	
  200	
  open	
  items,	
  questions	
  and	
  decisions.	
  
	
  
• Successfully	
  collaborated	
  with	
  vendors	
  to	
  convert	
  and	
  validate	
  data	
  from	
  the	
  legacy	
  SIS	
  for	
  thousands	
  
of	
  faculty,	
  parent,	
  student	
  	
  &	
  staff	
  constituents.	
  	
  
	
  
• Successfully	
   supported	
   training	
   and	
   coordinated	
   vendors	
   in	
   support	
   of	
   all	
   school	
   constituents	
  
(Students,	
  Parents,	
  Faculty	
  &	
  Staff)	
  in	
  order	
  to	
  open	
  school	
  on	
  schedule.	
  
	
  
• Learned	
   and	
   successfully	
   maintained	
   support	
   for	
   existing	
   legacy	
   web	
   solutions	
   and	
   SIS	
   while	
  
implementing	
  the	
  new	
  technology	
  to	
  support	
  The	
  Schools	
  strategic	
  plan.	
  	
  	
  
	
  
	
  
 
3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344
www.vtsinc.us
Testimonials	
  
Independent	
   School	
   Administrative	
   Faulty	
   &	
   Staff-­‐	
   “VTS	
   Solutions	
   architects	
   displayed	
   the	
   highest	
   levels	
   of	
  
competence	
  and	
  professionalism	
  throughout	
  their	
  entire	
  tenure	
  at	
  The	
  School.	
  	
  From	
  managing	
  a	
  huge	
  project	
  that	
  
touched	
   every	
   aspect	
   of	
   the	
   school,	
   to	
   creating	
   solutions	
   that	
   demonstrated	
   a	
   technical	
   depth	
   of	
   knowledge	
  
unparalleled	
  in	
  most	
  IT	
  departments,	
  VTS	
  performed	
  with	
  ease.”	
  	
  	
  
Independent	
   School	
   Math	
   Teacher	
   and	
   SIS	
   Faculty	
   Lead-­‐	
   “I	
   appreciated	
   Robert's	
   clear	
   delineation	
   of	
   the	
   big	
  
picture	
   and	
   ability	
   to	
   put	
   the	
   details	
   in	
   their	
   proper	
   place,	
   while	
   focusing	
   on	
   the	
   important	
   tasks	
   at	
   hand.	
   I	
  
appreciated	
   Boon's	
   ability	
   to	
   see	
   the	
   technical	
   side	
   of	
   things	
   and	
   delve	
   as	
   deep	
   as	
   needed	
   to	
   find	
   solutions.	
   I	
  
appreciated	
  Paulynn's	
  trouble-­‐shooting	
  and	
  attention	
  to	
  the	
  details	
  needed	
  to	
  solve	
  a	
  variety	
  of	
  user	
  and	
  technical	
  
problems	
  as	
  we	
  implemented	
  the	
  new	
  website	
  and	
  SIS.”	
  	
  
	
  
Executive	
  Vice-­‐President,	
  Regional	
  Insurance	
  Carrier	
  &	
  Agency-­‐	
  “As	
  an	
  advisor	
  to	
  our	
  executive	
  management	
  
team,	
  Robert	
  was	
  in	
  charge	
  of	
  our	
  strategic	
  vision	
  for	
  technology	
  advancement.	
  	
  Robert	
  has	
  the	
  ability	
  to	
  speak	
  to	
  
the	
  most	
  experienced	
  technology	
  experts	
  in	
  the	
  field	
  yet	
  be	
  able	
  to	
  explain	
  the	
  same	
  processes	
  to	
  people	
  that	
  are	
  
not	
  necessarily	
  technology	
  savvy.	
  During	
  his	
  engagement,	
  we	
  successful	
  implemented	
  several	
  projects:	
  
	
  
We	
  implemented	
  Voice	
  Over	
  Internet	
  Protocol	
  (VOIP)	
  and	
  a	
  new	
  phone	
  system.	
  	
  Our	
  organization	
  had	
  
several	
  branches	
  along	
  the	
  east	
  coast	
  and	
  the	
  cost	
  of	
  communicating	
  among	
  the	
  branches	
  was	
  
challenging	
  and	
  expensive.	
  	
  The	
  implementation	
  of	
  VOIP	
  not	
  only	
  saved	
  us	
  money	
  but	
  also	
  allowed	
  us	
  to	
  
communicate	
  more	
  and	
  thereby	
  improve	
  efficiencies	
  among	
  all	
  the	
  branches.	
  	
  	
  
	
  
We	
  implemented	
  Imaging	
  and	
  workflow	
  solutions,	
  as	
  well	
  as	
  the	
  supporting	
  storage	
  and	
  back-­‐up	
  
hardware.	
  	
  This	
  included	
  connections	
  between	
  offices	
  to	
  move	
  our	
  paper-­‐driven	
  insurance	
  operation	
  to	
  
faster,	
  more	
  efficient	
  processes	
  and	
  near	
  paperless	
  environment.	
  	
  
	
  
We	
  also	
  completed	
  phase	
  one	
  of	
  a	
  Data	
  Management	
  strategy	
  that	
  mapped	
  data	
  from	
  2	
  legacy	
  systems	
  
to	
  an	
  XML	
  model	
  in	
  an	
  operational	
  data	
  store.	
  	
  This	
  provided	
  us	
  with	
  the	
  ability	
  to	
  mine	
  our	
  data	
  and	
  
respond	
  more	
  accurately	
  to	
  pricing	
  and	
  product	
  enhancement.	
  	
  
	
  
The	
  team’s	
  forward	
  thinking	
  strategic	
  vision,	
  and	
  ability	
  to	
  execute	
  will	
  have	
  a	
  footprint	
  in	
  our	
  organization	
  years	
  
after	
  their	
  departure.”	
  
	
  
News	
  &	
  Recognition	
  
Westminster	
  Magazine,	
  Spring	
  2013	
  	
  
http://www.vtsinc.us/images/pdf/wms_magazine.pdf	
  
	
  
Computer	
  World	
  Honors	
  Program:	
  Killing	
  a	
  Failed	
  Project	
  
http://www.cwhonors.org/viewCaseStudy2008.asp?NominationID=1544	
  
	
  
Computer	
  World:	
  Rethinking	
  IT	
  Budgets	
  
http://www.computerworld.com/s/article/279569/Rethinking_IT_Budgets	
  
	
  
PR	
  Web:	
  Skyware	
  Software	
  Salutes	
  	
  
http://www.prweb.com/releases/2008/03/prweb762174.htm	
  

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Vertical Technology Solutions Overview v1.2

  • 1.   3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344 www.vtsinc.us Our  Expertise  &  Capabilities   Today’s  business-­‐technology  environment  requires  an  intricate,  robust  ecosystem  -­‐  made  of  trillions  of  bytes  of   data,   working   together   with   several   different   technology   platforms   to   revolutionize   the   way   stakeholders   transform  their  industry  verticals.  Many  of  these  vertical  industries  face  intense  challenges  in  2014  and  beyond,   and  will  have  no  choice  but  to  change  their  established  business  models.   Vertical  Technology  Solutions  (VTS)  is  a  technology  strategy  firm  with  a  solid  record  of  partnering  with  companies   and  educational  institutions;  to  deliver  the  tools  needed  for  creative  problem-­‐solving,  to  be  more  efficient  and   effective,  to  be  more  involved,  and  to  stay  better  connected.  We  excel  at  big  picture  and  project  deliverables,   whether  for  fixed-­‐term  or  negotiated  engagements.   It  all  begins  with  a  strategy,  proper  assessment  and  planning.    VTS  can  help  integrate  existing  systems,  conduct  gap   analysis,   or   build,   configure   and   implement   new   capacities   (including   3 rd   party   applications)   that   enhance   technology   systems   and   promote   cohesive,   seamless,   functionality   through:   Data   Integration,   Infrastructure,   Reporting,  Web  Development,  Security,  vendor  management  and  overall  Solution  Implementation!   What  Sets  Us  Apart   Partnering   is   a   core   competency   of   VTS.   We   pride   ourselves   on   providing   clients   just-­‐in-­‐time   access   to   the   horsepower  of  a  full  staff  of  competent  technology  professionals  without  the  costly  salary  associated  with  such   talent.  Our  professionals  deliver  right-­‐sized  solutions  to  small  and  medium  sized  businesses,  and  K-­‐12  independent   schools   using   Strategic   Implementation   services   tailored   to   the   nuances   of   your   vertical   industry   (insurance,   education,  etc.).   Leadership  Team     VTS’   professionals   have   over   50   years   of   combined   experience   and   have   led   successful   strategic   technology   deployments   in   the   property   and   casualty   insurance   sectors,   as   well   as   K-­‐12   independent   school   space.       We  seek  to  leverage  our  experience  in  solving  the  business  problems  that  are  most  common  to  your  business,   without   a   cookie-­‐cutter   approach.   We   take   a   holistic   approach   to   identifying   and   understanding   your   business   problem  first.  This  results  in  a  comprehensive  technology  plan  that  supports  your  business  strategy,  and  increases   your  odds  for  success.   Robert  Golden,  Managing  Director  &  Solutions  Architect       Robert   has   a   proven   and   well-­‐documented   track   record   of   assembling   talented   teams   capable   of   transforming  company  and  school  operations.  With  many  years  as  a  corporate  Chief  Information  Officer   (CIO)   he   excels   as   a   technical   strategist   with   strong   program   and   project   management   skills   to   align   'tactical  deliverables'  with  'big  picture'  business  strategy.     Boon  Lau,  Principal  &  Solutions  Architect       Boon  is  a  seasoned,  results-­‐driven  IT  Professional  who  balances  a  keen  eye  for  detail  with  extensive  IT   subject   matter   expertise   derived   from   hands-­‐on   and   managerial   experience   in   multiple   industries   including  the  Property/Casualty  Insurance  and  Education  Management  industries.  Boon  is  equally  adept   at   translating   business   requirements   into   systems   specifications   by   applying   business   analysis   methodologies.      
  • 2.   3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344 www.vtsinc.us Case  Study  #1     Award-­‐Winning  Business  Intelligence  Project-­‐  Regional  Insurance  Carrier     The  Problem  -­‐  Over  the  span  of  nearly  30  years  of  operation,  a  regional  insurance  carrier  has  accumulated   terabytes  of  data  in  disparate  systems  for  applications,  claim  files,  payment  history,  commission  records,   quotes  and  policy  endorsements  or  amendments;  but  this  data  is  not  useful  as  information  to  key  leaders   that  can  help  drive  business  decisions.     The  Approach  -­‐  After  identifying  all  the  various  data  sources,  implement  an  information  architecture  that   uses  canonical  data  model  at  its  core  to  loosely  couple  the  multiple  disparate  data  sources.  This  approach   preserved  the  integrity  of  the  source  data  while  enabling  it  to  be  accessed  in  a  centralized  manner  based   upon  a  common  nomenclature.     Implemented  Solution(s):   • Implemented  a  Services  Oriented  Architecture  (SOA)  that  modernized  the  potential  of  accessing  data   from  older  legacy  systems  of  differing  platforms  such  as  IBM  (DB2),  WINDOWS  (Intel),  and  etc.   • Procured  and  implemented  an  industry-­‐specific,  tried  and  true  data  model  to  which  all  source  data  was   mapped.  Included   in   the   implementation   of   this   model   was   a   robust   data   presentation   tool   and   reporting  module  that  provided  ‘non-­‐developer’  access  to  data  by  business  people.   • Architected  an  Operational  Data  Store  (ODS)  to  house  data  model,  incremental  data  changes  from  the   initial  load  and  business  intelligence  reporting  tools.     Results:     • Transformed  decision-­‐making  at  every  level  of  the  organization  from  customer  service  representative   who  now  has  real-­‐time  access  to  critical  information  for  all  customer  interactions,  to  executives  who   could  now  make  useful  comparisons  of  products  lines,  the  cost  of  their  operations.  This  enabled  timely,   surgical   maneuvers  to   establish   the   right   business   mix   in   day-­‐to-­‐day   operations   and   the   annual   budgeting  process.     • Created   Key   Performance   Indicator   (KPI)   information   and   trending   that   triggered   pre-­‐established   actions  based  upon  established  threshold  for  loses,  earned  versus  written  premium,  payment  activity   and  commission  (cost  of  acquisition)  down  to  policy  level  granularity.     • Was  awarded  the  2008  Model  Carrier  Award  in  the  infrastructure  category  for  Enterprise  Data  Model   and   Warehouse.  Internally,   the   company   experienced   immediate   benefit   after   dropping   production   time   for   internal   reports   and   product   design   analytics   from   one   month   (after   month-­‐end   close)   to   essentially  real-­‐time.  This  enabled  the  company  to  compete  much  more  intelligently  and  aggressively   in  the  market  place            
  • 3.   3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344 www.vtsinc.us Case  Study  #2     Successful  VOIP  Implementation  Leads  To  Expense  Reduction-­‐  Managing  General  Agencies     The  Problem  -­‐  Regional  company  operates  in  a  tri-­‐state  region  with  separate  branch  offices  that  support  a   distribution   network   of   hundreds   independent   retailers.  The   cost   of   telecommunications   between   these   locations  was  a  fixed  expense  that  was  adversely  impacting  the  company’s  expense  ratio.   The  Approach  -­‐  Review  the  feasibility  and  implemented  an  IP  (Internet  Protocol)  Telephony  project  that   leveraged   the   company’s   existing   data   network   between   offices   to   enable   voice   communication   and   minimize  or  reduce  telecommunications  speed  between  branch  offices.   Implemented  Solution(s):   • Fortified  the  existing  data  network  by  upgrading  to  a  fully  redundant  Layer  3  switches  fed  by  fiber-­‐optic   connections.   • Source  and  procured  a  VOIP  (Voice  Over  Internet  Protocol)  phone  system  that  leveraged  the  newly   fortified  network  to  deliver  voice  and  video  to  a  phone  device  plugged  into  standard  computer  jack  by   an  already  existent  data  resource  within  the  IT  team.   • Analyzed  call  routing,  hunt  groups,  voicemail  and  service  messaging  queues  in  existing  analog  system   and  optimized  them  in  the  new  VIOP  solution.   Results:   • Transformed   annual   telecom   spend   from   a   fixed   number   representing   a   large   percentage   of   the   IT   budget  to  zero  after  the  capitalized  expenditure  was  paid  off  over  three  years.   • Improved   the   efficiency   of   call   handling   and   routing   between   offices   and   re-­‐purposed  one   full   FTE   (approximately   $45k   annually   plus   35%   benefit   load)   who   previously   dedicated   100%   to   the   receptionist  job.   • Enabled   the   self-­‐servicing   of   customer   accounts   through   use   of   a   voice   activated   response   system.  These   allowed   customers   access   to   account   information   24/7   and   to   make   payments   online.  This  resulted  in  the  re-­‐purposing  of  multiple  customer  service  representatives  (annual  cost  of   $45-­‐70k  plus  35%  benefit  load)  to  higher  and  more  valuable  customer  operations.          
  • 4.   3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344 www.vtsinc.us Case  Study  #3     Strategic  Technology  Program  Overhaul  &  Rescue  -­‐    Prestigious  Independent  Private  School     The   Problem  -­‐   Upon   review   and   assessment,   it   was   determined   that   one   of   the   nation’s   largest   independent   private   schools   needed   a   technology   overhaul   of   Infrastructure,   Website   and   Student   Information   System   (SIS)   to   support   the   school's   strategic   plan.   VTS   was   engaged   (mid-­‐stream)   on   this   program   to   rescue   it   from   a   6-­‐month   miss   on   the   1 st   major   deliverable,   and   protect   the   investment   of   program  stakeholders.     The  Approach  -­‐    Address  The  School’s  aging  technology  ecosystems.    Baseline  assessments  identified  that   existing  systems:  did  not  easily  facilitate  information  sharing,  lacked  governance  structure,  showed  unclear   ownership   and   relied   heavily   on   individual   ingenuity   vs.   standard   processes.   Additionally,   there   was   a   limited   understanding   of   current   system   capability,   and   the   systems   did   not   facilitate   collaboration   and   knowledge  sharing  which  limited  the  school’s  ability  to  achieve  regulatory  compliance.     Implemented  Solution(s):   • Using  program  and  project  management  methodologies,  VTS  took  the  helm  of  a  failing  projects  that   were  managed  separately  and  implemented  a  project  management  framework.    6  months  off  target,   and  missed  its  first  major  deliverable  amid  project  staff  changes.   • Implemented   a   project   charter   after   identifying   and   interviewing   project   stakeholders.     The   charter   defined   scope,   deliverables,   budget,   deliverable   owners,   and   projected   needed   staff   to   bring   the   multiple  deliverables  on  time.   • Established   a   vendor   management   protocol   that   renewed   a   broken   trust   that   left   vendors   feeling   uncertain  of  who  the  deliverable  owners  were.   • Identified  over  200  open-­‐issues  and  decisions  that  had  to  be  address  in  order  to  take  the  project  live.     Results:     • Despite  coming  into  the  project  in  January  after  a  6-­‐month  schedule  slip  and  a  missed  1 st  deliverable  to   the  entire  school  constituency,  took  the  entire  solution  (8  separate  projects  and  sub-­‐deliverables  with   data  conversions)  live  on  schedule  for  the  start  of  school  in  August  2013.     • Implemented  an  industry  leading  Web  Solution  for  independent  schools  after  stopping  to  upgrade  the   solution  to  account  for  previously  unaccounted  for  faculty,  student  and  parent  requirements.         • Implemented  an  industry  leading  Student  Information  System  (SIS)  for  independent  schools  clarifying   requirements  and  closing  over  200  open  items,  questions  and  decisions.     • Successfully  collaborated  with  vendors  to  convert  and  validate  data  from  the  legacy  SIS  for  thousands   of  faculty,  parent,  student    &  staff  constituents.       • Successfully   supported   training   and   coordinated   vendors   in   support   of   all   school   constituents   (Students,  Parents,  Faculty  &  Staff)  in  order  to  open  school  on  schedule.     • Learned   and   successfully   maintained   support   for   existing   legacy   web   solutions   and   SIS   while   implementing  the  new  technology  to  support  The  Schools  strategic  plan.          
  • 5.   3645 Marketplace Blvd. #130-189, Atlanta, GA, 30344 www.vtsinc.us Testimonials   Independent   School   Administrative   Faulty   &   Staff-­‐   “VTS   Solutions   architects   displayed   the   highest   levels   of   competence  and  professionalism  throughout  their  entire  tenure  at  The  School.    From  managing  a  huge  project  that   touched   every   aspect   of   the   school,   to   creating   solutions   that   demonstrated   a   technical   depth   of   knowledge   unparalleled  in  most  IT  departments,  VTS  performed  with  ease.”       Independent   School   Math   Teacher   and   SIS   Faculty   Lead-­‐   “I   appreciated   Robert's   clear   delineation   of   the   big   picture   and   ability   to   put   the   details   in   their   proper   place,   while   focusing   on   the   important   tasks   at   hand.   I   appreciated   Boon's   ability   to   see   the   technical   side   of   things   and   delve   as   deep   as   needed   to   find   solutions.   I   appreciated  Paulynn's  trouble-­‐shooting  and  attention  to  the  details  needed  to  solve  a  variety  of  user  and  technical   problems  as  we  implemented  the  new  website  and  SIS.”       Executive  Vice-­‐President,  Regional  Insurance  Carrier  &  Agency-­‐  “As  an  advisor  to  our  executive  management   team,  Robert  was  in  charge  of  our  strategic  vision  for  technology  advancement.    Robert  has  the  ability  to  speak  to   the  most  experienced  technology  experts  in  the  field  yet  be  able  to  explain  the  same  processes  to  people  that  are   not  necessarily  technology  savvy.  During  his  engagement,  we  successful  implemented  several  projects:     We  implemented  Voice  Over  Internet  Protocol  (VOIP)  and  a  new  phone  system.    Our  organization  had   several  branches  along  the  east  coast  and  the  cost  of  communicating  among  the  branches  was   challenging  and  expensive.    The  implementation  of  VOIP  not  only  saved  us  money  but  also  allowed  us  to   communicate  more  and  thereby  improve  efficiencies  among  all  the  branches.         We  implemented  Imaging  and  workflow  solutions,  as  well  as  the  supporting  storage  and  back-­‐up   hardware.    This  included  connections  between  offices  to  move  our  paper-­‐driven  insurance  operation  to   faster,  more  efficient  processes  and  near  paperless  environment.       We  also  completed  phase  one  of  a  Data  Management  strategy  that  mapped  data  from  2  legacy  systems   to  an  XML  model  in  an  operational  data  store.    This  provided  us  with  the  ability  to  mine  our  data  and   respond  more  accurately  to  pricing  and  product  enhancement.       The  team’s  forward  thinking  strategic  vision,  and  ability  to  execute  will  have  a  footprint  in  our  organization  years   after  their  departure.”     News  &  Recognition   Westminster  Magazine,  Spring  2013     http://www.vtsinc.us/images/pdf/wms_magazine.pdf     Computer  World  Honors  Program:  Killing  a  Failed  Project   http://www.cwhonors.org/viewCaseStudy2008.asp?NominationID=1544     Computer  World:  Rethinking  IT  Budgets   http://www.computerworld.com/s/article/279569/Rethinking_IT_Budgets     PR  Web:  Skyware  Software  Salutes     http://www.prweb.com/releases/2008/03/prweb762174.htm