SUCCESS STORIES

National Provider of Healthcare Services and Consulting

Faced with a long term trend of flat sales in their core business and perceived inefficiencies in sales processes, the general manager of this business unit asked TBO International to look at their structure, management processes, and product line management.  Our goal was improved sales though better use of existing resources.

We identified five core business processes, formed teams to look at these process with particular emphasis on how each process contributed to sales, identified a to be state that included macro processes, staffing and organization structure.  This twelve week effort delivered a twelve month roadmap that permitted a smooth transition of management, specialists, and support staff to new positions and roles.

“We had tried in the past to establish a blueprint for redesign, but could never establish consensus.  The TBO team built the required consensus and gave us a realistic and achievable plan.”  - VP, HR

NiSource

NiSource is a utility holding company including gas and electric utilities in seven states.  This project was initiated to address all transformation activities required to implement a purchase to pay solution impacting 1000 employees.  Implementation included deployment of Maximo for purchasing management, outsourcing of invoice processing, and PeopleSoft General Ledger. TBO was responsible for process design, user input, communications, and training. 

“The project was rated a tremendous success by the NiSource senior management team.”  - Patti Davis, Director, Transformation Programs

Major Oilfield Services Firm Growing a Services Business

A global oilfield services firm historically made their revenues and margins from a products business.  To achieve their aggressive growth targets, they wanted a revised focus equally on products and services – a formidable challenge.  We developed a detailed implementation blueprint for year one and year two to achieve their 4 year goal.  The blueprint outlined the new direction for the services business including tools for measuring their progression.  Such a transformation required changes in process, skills, technology, metrics and culture.  The client achieved a doubling of revenue and a similar increase in profitability.

We completed an independent progress report after the fourth year, in which they have achieved their targeted performance on revenue, profitability and world class service performance.

“When I initially went into the field, we were not on the same wavelength.  Now, when I go to the field, we use the same terms, the same metrics, and we communicate very well.”   - VP SERVICES

National Franchise Holder for Truck, Bus, and Heavy Equipment Sales

Provided Project Managers for corporate initiatives including master data management, CRM, conversion of new acquisition to corporate systems and processes, and paperless HR rollout

• Master Data Management (MDM) project.  Scope of project was to increase the MDM maturity for the enterprise from Level 2 to a Level 3
• Implementation of MS Dynamics CRM for Service and Parts staff
• Implementing Dealer Management System for newly acquired franchises.  Over a thousand modules were revised and then deployed to 70 sites within a 6 week period.  No production defects were reported after implementation
• Replaced a manual, paper intensive HR process with a robust automated process.  This was achieved by implementation of electronic content management, recruitment, and onboarding systems

“The projects were successfully completed on time and within budget, with project sponsors extremely pleased by the focused and professional execution throughout the effort."  - VP, HR

 “We were extremely pleased with my work and would like to work with them again if ever possible.”  - Site Manager six months after completion.