When our clients need assistance with Project Management, their needs can range from needing point expertise and recommendations on industry best practices, to the standup of a full blown PMO to run large scale integration efforts across their enterprise. Regardless scope and scale, ATI has the experience, expertise, and scalability to address these challenges.
Our client, a global player in the pharmaceutical and agricultural industry, needed a more aligned approach to their existing PMO practices and methods. The end results needed to be consistent for all types of efforts whether IT or Business, streamlined efficiency can reduce redundant documentational artifacts and deliverables with the scalability to work for the peaks and valleys of portfolio of work.
Existing PM, and Portfolio Management efforts differ across geographic locations organizational divisions and departments. post-merger. Standing up a new PMO to be the enterprise standard for the upcoming initiatives was critical but the organization lacked the experience, expertise, methodology, and people resources to do so internally.
ATI was brought into the situation for an initial assessment to develop a roadmap and timeline that would provide the client an overall 3,6 and 12 month plan, but with some short term efficiencies. As an outcome of that initial assessment, ATI was brought onboard to help align the PMO efforts and roadmap recommendations. ATI engaged with a small team, that started in one organizations set of efforts and then moved to subsequent verticals as the portfolios of work were folded into the new PMO process. These efforts, aligned with existing client departments such as change management, Corporate Communications, and legacy PMO organizations in different geographies .
The value added outcomes from these PMO Standup and Alignment efforts are still being realized at the client today and resulted in PMO efficiency, standardization of processes, and better visibility to Portfolio, Program and Project Stakeholders from both the IT and the business.
Salesforce CRM :
ATI is proud of our Salesforce Partnership and we work with our clients to get the most value out of their CRM investments and toolkit to maximize their customer, product, and services pipeline. ATI can range from consulting on best practices and assessments of the existing environment, to the implementation of new functional processes, new CRM modules, or creation of customized enhancements unique to the client’s business that integrate with the Salesforce platform.
Case Study Background : Our client, a global provider of stock media, music, and video content for various industries and markets, was in need of some immediate assistance on taking their enterprise CRM environment to the next level. The client needs included the implementation of the CPQ (Configure, Price and Quote) module, the elimination of backlogs of enhancements that were needed by the business stakeholders, and the creation of a set of Architectural standards for the organization to adhere to for future initiatives in the CRM space.
Client challenge :
All these CRM enhancement and optimization initiatives were deemed as critical to the clients’ sales efforts. While critical to success, the initiatives all had to be kept within a specific budget that was very firm with no cost overruns. Additionally, timelines were critical on these efforts with immediate impacts to the business, so prioritization and communication to stakeholders was paramount. The Salesforce skill sets needed for project delivery ranged from architectural expertise, to development, to administration and support, these skills were not available in house.
Our solution :
ATI put together a remote team necessitated by the COVID Pandemic at the time, by letting our Salesforce Architects collaborate with the client design and architectural standards team we were able to propose a turn-key solution that would meet the client requirements and budget. This approach stretched the client’s budget by using a mix of senior and junior level consultants and developers for the design, architectural, and development work. For the more repetitive parts of the initiative, ATI leveraged our ATignition CRM program for recent college graduates entering the IT industry. The ATignition consultants supplemented the work of our senior team members and allowed them to focus on the portions of the work that were strategic and requiring point expertise.
End Results: Over the course of an 18-month engagement, all the prioritized initiatives were completed on time, and within budget. The client’s utilization of CPQ has contributed to the effectiveness of their sales team and driven end results in terms of sales and revenue targets, and efficient speed to quoted numbers in comparison to market competitors.
When transferring data keeping in compliance with industry and government regulations is paramount. We can navigate existing regulatory standards while helping our clients plan for upcoming new legislation and practices.