Bardess - transforming data into business intelligence
Success stories


CLIENT LIST

SUCCESS STORIES

Data Management
 

  1. Data Cataloging, Assessments, and Remediation Plans for migration of data to an SAP and Siebel platform
     
  2. Data Cleansing and Migration Implementation to Oracle ERP
     
  3. Data Migration to Clarify CRM - Requirements, Gap Analysis and Implementation
     
  4. Data Migration Plan, Strategy and Requirements for a New Entitlement System
     
  5. Product Data Migration and Ongoing Installed Base Process Design
     
  6. Customer Network Inventory and Data Revitalization Process Development

Business Intelligence and Revenue Management

  1. Business Metrics Model Development
     
  2. Revenue Backlog Cleanup and Revenue Recovery
     
  3. Order Management Tracking and Forecasting Tool Development

Planning, Design and Development

  1. Network Inventory Project – Asset Management Concept and Mapping Feasibility Study
     
  2. Asset Management - PETRO Process Development
     
  3. Requirements and Process Development for a Financial System


SUCCESS STORIES
Asset Management/PETRO Process 


Asset Management - PETRO Process Development

Business Issue

In order to update and enhance the accuracy of their customer’s installed base and entitlement data, the Client wanted to capture data through customer network audits and reconcile the data against their customers’ current entitlement records.

Solution

Bardess Consultants developed and tested the feasibility of an Asset Management Program with primary focus upon a defined network discovery tools capability, as well as the definition of primary customer segments for the AM program implementation. Consultants utilized customer entitled base data and customized cost models to determine the Return on Investment within the identified customer segments. The team developed functional requirements to support development of IT infrastructure and processing of PETRO (Pre-Inventory, Extraction, Translation, Reconciliation, Ongoing Assimilation), steps utilizing new Services system architecture and developed an MS Access working model prototype and process guide to support initial PETRO processing. Finally, the Consultant Team engaged several customers and performed Proof of Concept process trials.

Client Impact

The Asset Management program was determined to be a feasible and effective method to improve the quality and accuracy of the customer data. The Beta customers trial identified that entitlement records significantly understated the amount of products the customer possessed and that the quality of the product location data could be greatly improved.

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