2. Clients
Industries Represented
Manufacturing
Government
Healthcare
Information Technology
Utilities
Insurance
Education
Consumer Services
2
3. Clients Use of AMI
• Project performance tracking and management reporting
• Audit and compliance reporting
• IT portfolio management
• Track very large distributed projects
• Analyze staff utilization
• Identify early risks in supply chain
• Improve supply chain efficiency
• Assess new plant readiness and ongoing compliance
• Manage Agile development efforts
• Coordinate and standardize project status reporting
• Ensure consistent deployment of quality assurance procedures
• Capture and score Help Desk data
• Monitor ERP implementations
• Consolidate delivery, cost, and customer satisfaction data
3
4. Active Clients
Client and Use In Use
National Managed Healthcare Provider 2 years, 2 months
• Using AMI for project performance tracking
and management reporting
• The IS Organization needed to manage their
organization like a business
Benefits # of Projects and Cartridges
• Helps to define the priorities of requested 50
work
• Aligns the IS Organization with their overall
AMI - Tracer Cartridge
strategic goals
AMI - MSP Cartridge *
• Manages staffing requirements for key
AMI - Issues Cartridge *
initiatives and standard support activities
• Delivers a quality product that meets the
needs of their customers
* = Custom solution CAI developed per customer
• Measures and manages customer request
satisfaction
4
5. Active Clients (Continued)
Client and Use In Use
Global Billion Dollar Manufacturer 1 year, 9 months
• Using AMI for process auditing and
compliance routines
• Management identifies programs too far out
of compliance and intervenes before fines are
imposed
Benefits # of Projects and Cartridges
• Able to audit projects throughout the 10 Plus Auditing projects every few months
organization in a consistent manner
• Each auditable project can now store
AMI - Post Implementation Auditing Cartridge ^
documents for future retrieval
AMI - Project Management Cartridge
• AMI brought a formal and consistent auditing
AMI - Project Staffing Inventory Cartridge ^
process to all projects, and retains all audit
information for baseline evaluation and long-
term compliance
^ = Custom solution that customer developed on
their own
5
6. Active Clients (Continued)
Client and Use In Use
Global Billion Dollar Insurer 3 months
• Using APO essentially out of the box on a few
different projects (30-50 associates in size)
Benefits # of Projects and Cartridges
• Implementation to grow to include a Clarity 150 over the course of 2011
integration and to cover the entire IT portfolio
(150 projects) over the course of 2011
APO Cartridge
6
7. Active Clients (Continued)
Client and Use In Use
Education Assessment Company 2 years, 1 month
• Tracking progress of a very large distributed
project in order to get consistent status
reporting across many teams and
geographies
Benefits # of Projects and Cartridges
• Management can now monitor progress of 20 Plus projects
projects
• AMI reporting revealed an anomaly. After
AMI - Project Management Cartridge^
analysis, it was determined an actual
AMI - Help Desk Cartridge *
problem existed
AMI - Managed Maintenance Cartridge *
• Management was able to rectify the detected
issues and keep the project on target saving
* = Custom solution CAI developed per customer
2 weeks of lost time on a 10-person team request
^ = Custom solution that customer developed on
their own
7
8. Active Clients (Continued)
Client and Use In Use
Major Metropolitan Social Services 2 months
• Using APO with several customizations for
analysis of staff utilization
Benefits # of Projects and Cartridges
• This implementation is planned to grow to
include a Clarity integration and to cover the APO Cartridge
entire IT portfolio over the course of 2011
8
9. Active Clients (Continued)
Client and Use In Use
Consumer Product Manufacturer 1 year
• Using ASCI for early risk identifications in
their supply chain: they collect best practice
adherence metrics each month and use ASCI
for reporting to senior management
• Proven ability to forecast Supply Chain
accuracy
Benefits # of Projects and Cartridges
• ASCI takes the individual responses, applies 1 project that encompasses their supply chain
proprietary analytics and displays information going out to 50 plus different areas
about potential risks the organization will face
and where the potential opportunities for
ASCI Cartridge
corrective action exist
• Early results supported by our alignment with
Lehigh University‟s Center for Value Chain
research confirm product success.
9
10. Active Clients (Continued)
Client and Use In Use
Global Supply Chain Consultant 1 year
• This is a specialized AMI solution to improve
the efficiency and effectiveness of the entire
supply chain
• Current and prospect members to assess their
maturity utilizing Collaboration Planning and
Forecast Replenishment, (CPFR)
Benefits # of Projects and Cartridges
• CPFR is a consumer product standard
process that is designed to develop the „best‟ ASCI Cartridge
selling forecast between a supplier and
retailer
10
11. Active Clients (Continued)
Client and Use In Use
Business & Technology Consultant 5 months
• Using AMI to collect a large amount of data
from many individuals in the field during the
first 18 months of a new drug roll-out
Benefits # of Projects and Cartridges
• AMI produces compliance reports when 4 projects
requested by the FDA
• First implementation is with global drug
AMI - REMS Examiner (Pharma Risk
manufacturer
Management cartridge) *
• Three more implementations scheduled
* = Custom solution CAI developed per customer
request
11
12. Active Clients (Continued)
Client and Use In Use
IT and Business Consultant 5 months
• Creating process tracking solutions for IT
Outsourcing, Business Process Outsourcing,
and Knowledge Management Outsourcing
Benefits # of Projects and Cartridges
• Firm will badge under their name
• Will market and administer to their clients
AMI - IT Outsourcing Business Process *
* = Custom solution CAI developed per customer
request
12
13. Active Clients (Continued)
Client and Use In Use
Consumer Product Manufacturer 4 months
• Rolling out a new Supply Chain system in
North America
• To assess the readiness of the manufacturing
plants for the new system, a questionnaire
was developed to assess readiness to deploy
Benefits # of Projects and Cartridges
• Perform a GAP analysis and develop action
plans to close any gaps
• Monitor the plants to ensure they maintain a AMI - SAP Rollout *
ready status
• Configure their question set for use with AMI
• AMI to assist with analytics to develop action * = Custom solution CAI developed per customer
plans and to ensure ongoing compliance request
13
14. Active Prospects
Client and Use
Customer Services Provider
• Plan to use a custom solution to manage
Agile development efforts for a distributed
team
Benefits # of Projects and Cartridges
• AMI is used for quick, frequent data collection
from each team member several times per
week AMI - Agile Cartridge *
* = Custom solution CAI developed per customer
request
^ = Custom solution that customer developed on
their own
14
15. Active Prospects
Client and Use
US Military
• Plan to use a custom solution to improve their
base auditing process
Benefits # of Projects and Cartridges
• The standard data collection for safety
auditing is translated into AMI for data
collection to bring them consistent reporting AMI - Security & Standards Audit Cartridge *
across all bases
* = Custom solution CAI developed per customer
request
15
16. Active Prospects (Continued)
Client and Use
Major Metropolitan IT Services (July 2011)
• The Project Management Office for a major
US city needs standardization of reporting
Benefits # of Projects and Cartridges
• They will be using APO on a very large 27
emergency communications project to
coordinate and standardize status reports APO Cartridge *
across the various city agencies and
contractors involved in the project
* = Custom solution CAI developed per customer
request
16
17. Active Prospects (Continued)
Client and Use
Regional Utility Company (June 2011)
• Using AMI to automate their project tracking
and reporting
Benefits # of Projects and Cartridges
• Covers the entire Systems Development Life
Cycle
• Using survey data collection during planning Custom PMO Solution *
and execution
• Other data will be provided to AMI from their
existing custom systems * = Custom solution CAI developed per customer
request
17
18. Active Prospects (Continued)
Client and Use
National Pharmacy Benefit Provider (May 2011)
• A custom AMI solution will be deployed to
translate existing “QA Checklists” and embed
them into AMI assessments
Benefits # of Projects and Cartridges
• Enables retention of QA procedures and
ensures consistent deployment across the
organization Custom Cartridge *
• Currently, there is no record of QA activities
and various parts of the organization modify
the checklists (making any analysis of * = Custom solution CAI developed per customer
organizational performance impossible) request
18
19. Inactive Clients
Client and Use In Use
European Healthcare Provider 2 years, 2 months
• Automation of the weekly care home
dashboard requiring the collation and
analysis of around 15 separate feeds from
source systems
Benefits # of Projects and Cartridges
• Helpdesk CSAT* - capturing hard data about
numbers and types of calls open by division, and
comparing these with questionnaire driven feedback
to compare "soft" and "hard" data simultaneously
• Weekly Reports* - replacing an email-and- Custom Solution *
spreadsheet capture of reporting data with a
questionnaire and dashboard driven data capture
and analysis process * = Custom solution CAI developed per customer
• HR staff exit survey* - automation of data capture request
during the separation process
• IT Security assessment* - capturing and scoring
KPI-driven assessments of IT security risk
19
20. Inactive Clients
Client and Use In Use
State IT Service Administrator 4 months (Pilot only)
• Used a modified APO cartridge on their ERP
implementation project as a pilot
Benefits # of Projects and Cartridges
• Early in the pilot, APO began reporting significant
problems with the ERP implementation (then thought
to be going very well), including 60% reporting the
project could not finish on time. APO identified
significant reality gaps; requirements completion APO Cartridge
levels, estimate reasonability and understanding of ERP Cartridge *
project goals were three of note. DIR‟s ERP effort did
eventually experience the problems APO identified
early. That's why APO has real value in "large, * = Custom solution CAI developed per customer
distributed projects" where the size and complexity of request
effective communication is the challenge.
20
21. Inactive Clients
Client and Use In Use
Global Electronics Manufacturer 4 months (Pilot only)
• APO integrated with a variety of quantitative
data already collected in other systems
(around delivery, cost, and satisfaction)
Benefits # of Projects and Cartridges
• AMI/APO served as a point of consolidation
for their data, giving them one-stop shopping
for project data analysis
APO Cartridge (PMI Version extension)
21
