Case Studies (a few projects prior to 2008)
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ERP Evaluation
Client: Agriculture Financial Services Corporation
Project: To explore the risks and benefits of replacing existing legacy accounting and financial systems and evaluate options.
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Service Delivery
Client: Canada's largest national independent operator of retail, commercial/industrial and wholesale fuels, home heating oil, convenience stores and related products and services.
Project: Growth has resulted in the need for a more formal centralized approach to Service Delivery. Outsourcing all services is an option to be weighed against building a team for in-house support.
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Project Management System
Client: Project Managment Clients
As a project mangament consultant I have successfully managed multiple projects, some with shared resources. Keeping track of all projects, issues, schedules and resources would be a logistical nightmare without using industry best practices as outlned by the PMBOK (Project Management Book of Knowledge) and tools like Microsoft Project and the Custom Project Management Application I developed.Project: A custom project mangement application
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Document Mangement System
Client: Agriculture Financial Services Corporation (AFSC) is a provincial crown corporation with a private sector Board of Directors that provides farmers, agribusinesses and other small businesses loans, crop insurance and farm income disaster assistance. AFSC is closely linked with (and partly funded by) government but also works closely with many private sector companies through key business alliances. AFSC reports to Alberta's Minister of Agriculture, Food and Rural Development (AFRD). AFSC has provided Alberta farmers with hail insurance for over 70 years, and has grown into a diverse Corporation with several core businesses: crop insurance, farm loans, commercial loans and farm income disaster assistance.
Project: Create a Document Management System that will centralize storage of all lending documentation.
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Service Call Management System
Client: Maax Spas Corporation. MAAX is a leading North American manufacturer of award-winning products for the residential housing market. MAAX offerings are available through specialty boutiques, plumbing wholesalers and home improvement centers. MAAX employs over 1,300 people and currently operates nine manufacturing facilities and distribution centers throughout North America. MAAX is a privately owned corporation.
Project: To create a service call management system (SCMS) with CRM and real time interface to ERP system. The goal was to save manual order entry, manual invoice entry and manual shipping notifications. An added benefit was reduced errors, increased accuracy, better visability and less manufacturing delays due to better vendor relationship management.
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ERP Implementation
Client: Agriculture Financial Services Corporation (AFSC) is a provincial crown corporation with a private sector Board of Directors that provides farmers, agribusinesses and other small businesses loans, crop insurance and farm income disaster assistance. AFSC is closely linked with (and partly funded by) government but also works closely with many private sector companies through key business alliances. AFSC reports to Alberta's Minister of Agriculture, Food and Rural Development (AFRD). AFSC has provided Alberta farmers with hail insurance for over 70 years, and has grown into a diverse Corporation with several core businesses: crop insurance, farm loans, commercial loans and farm income disaster assistance.
Project: To select a vendor/partner through an RFP process and implement a new Financial ERP system from the blue printing process, through development, testing, training, user acceptance and go-live phases
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Point-of-Sale
Client: Client: One of Canada's largest national independent operators of retail, commercial/industrial and wholesale fuels, home heating oil, convenience stores and related products and services.
Project: To rollout a new IBM point of sale system to 150 gas stations.
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Electronic Data Interfaces
Client: Maax Spas and Home Depot MAAX is a leading North American manufacturer of award-winning products for the residential housing market. MAAX offerings are available through specialty boutiques, plumbing wholesalers and home improvement centers. MAAX employs over 1,300 people and currently operates nine manufacturing facilities and distribution centers throughout North America. MAAX is a privately owned corporation. MAAX has an exclusive contract with Home Depot Canada to sell their products. The Home Depot is the world's largest home improvement specialty retailer, with 2,245 retail stores in all 50 states, the District of Columbia, Puerto Rico, U.S. Virgin Islands, Guam, 10 Canadian provinces, Mexico and China. In fiscal 2009, The Home Depot had sales of $66.2 billion and earnings from continuing operations of $2.6 billion. The Company employs more than 317,000 associates. The Home Depot's stock is traded on the New York Stock Exchange (NYSE: HD) and is included in the Dow Jones industrial average and Standard & Poor's 500 index.
Project: EDI integration of ERP Systems (joining Home Depots system with Maax Spas system.)
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