Information Management Specialists

Here are brief overviews describing how The Adler Group has helped other organizations like yours. These brief summaries are divided into the general categories of:

• Systems Planning,
• Feasibility Studies,
• System Specifications and Selection, and
• Project Management.

• Developed tactical and strategic systems plan for the operations of one of the worlds largest produce distributors. Plan included distributed document management systems and workflow structured with off the shelf personal information management systems.
• Developed a tactical development plan for a managed care provider. Discouraged the use of imaging and document management computer systems until other manual and computer system issues were resolved.
• Provided systems assessment study for a growing California public utility. Documented short term "quick wins" and longer term strategic needs.
• Analyzed and documented work flow requirements for the world’s largest publisher of music education materials. Developed document management implementation plan.
  

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• Calculated the return on investment of an imaging and document management system for a large middle eastern refinery. Utilized vendor data, data from other refinery projects, and the Adler Group’s proprietary data for imaging systems. Documented many costs and benefits often overlooked, but always encountered for such systems. The success of this work led to an assignment to develop detailed system specifications for the system.
• Performed document management feasibility study for L.A. County's largest Preferred Provider Organization (PPO). Interviewed workers from all relevant functional areas. Inventoried inbound and outbound documents. Recommended implementation of EDI (Electronic Data Interchange) for major providers and insurers as first priority. Also prevented the company from purchasing microfilming hardware which had already been approved based on misleading vendor claims.
• Reviewed selected overhead operations for one of the worlds largest food processors. Discovered that leveraging currently installed workflow software to another application could save company over $1,000,000 per year net in outside vendor costs. Documented findings and developed management proposal. Working with integrator on system implementation.

• Developed Functional Specification Document for the multipurpose Document Management System to handle all critical documentation for a large refinery. Interviewed knowledge-workers from twenty-seven functional areas. System requirements included image management, forms management, workflow, and hyper-linking of information. The final specification document also defined system performance levels, documentation standards, testing requirements, and training responsibilities.
• Selected a standard Engineering Document Management System for the world’s largest oil producer. Worked in conjunction with the Corporate MIS department and users from multiple divisions and organizations to come to consensus on scoring criteria and methodology. This included over four hundred tests of the systems’ functionality, adherence to standards, and performance. Developed spreadsheet to score these tests. Developed shortlist based on "must" criteria. Managed product testing. Managed evaluation of the short list of vendors to select standard system. Documented protocol to update selection.
• Developed an improved automated workflow to manage engineering drawings for one of California’s largest electricity suppliers.
• Wrote the Engineering Document Management System Business Requirements for a large public utility company. Produced a document management metadata glossary to ensure consistency between multiple document management projects.
• Developed portions of a Lump Sum Bid Package for a large Refinery Management System, including document management sections. Managed production of all functional specifications.
• Developed Request for Proposal (RFP) for implementation of seven imaging and document management applications for a domestic oil products marketing firm. Due to client’s time constraints, the RFP needed to be completed and issued three weeks after the first technical interview. Developed a quality RFP which was issued on schedule. Continued to manage the implementation of the applications (see below).
• Performed Data Flow Analysis for portions of an integrated management information system. Acted as a primary resource for other analysts on the data flow analysis and documentation tool. Responsible for normalizing all data flow diagrams as well as editing and correcting data flow diagrams done by all other analysts for the final proposal.
• Managed a set of corporate wide Joint Application Development Sessions for a multi-national Engineering and Construction Company. These JAD Sessions resulted in the specifications for a new corporate wide accounting system. Managed the development of a corporate financial glossary which greatly facilitated mutual understanding between divisions.
• Taught Data Flow Analysis as part of a U.C.L.A. Extension course on successfully managing software development.

• Project Manager for the implementation of a pilot Engineering Document Management System for a large middle east oil company. Developed a detailed Test Plan before the contract was put in place, to ensure vendor compliance. Created a project notebook, with copies for all major parties. This notebook was key to ensuring a common and up-to-date understanding of project scope and schedule. Set up weekly project review meetings with project sponsors, users, and vendors. Wrote final report, which client chose to use as a model for all other system projects.
• Complete management responsibilities for implementation of seven imaging and document management applications for one of America’s largest oil products marketing firms. Protected client’s interests in areas of budget, schedule, and scope. Ensured that variances between requirements and selected packages were identified and managed. Worked extensively with systems integrator, client’s procurement department, scanning service bureau, and client’s computer support staff to keep project on schedule and budget. One of the applications has since been nominated for awards. These applications have also been the subject of multiple presentations by various client and vendor representatives.
• Managed and expedited a very complex image conversion project. Worked with companies’ legal departments to formulate the contract for the conversion. Worked with client’s computer professionals to ensure hardware, software, and appropriate conversion environment. Provided solutions to multiple daily challenges.
• Managed the scanning and production of CDs for the extensive documentation connected with the sale of a company’s assets. This project had a very tight schedule. Documentation spanned over 25 CD’s and over one hundred copies were required in some cases. The project, as implemented, saved the client over $300,000 when compared to the estimated cost of providing the bidders with paper copies.

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