Roth and Associates

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Information Manager and E-Publisher

Objective

Assess worldwide facilities and technology infrastructure and prepare a business case reflecting opportunities to consolidate data centers and reduce operating costs.

Result

Lead a small team in performing assessments and gathering, synthesizing and analyzing required data.  Developed alternatives and assisted the client in selection of the alternative which best met business requirements.  Prepared a business case which reflected a reduction of domestic data center locations from five to two, migrating three European locations to Ireland and centralizing Asian processing in Tokyo, Japan.  Resulted in a reduction of operating costs by $12.3MM (10 %) and a 26% reduction in FTE over the five year planning period.
 

Financial Information Management

Objective

Assess the benefits of selected shared services implementation over five acquired business units, focusing primarily on maintaining branding and customer facing continuity while reducing operating costs.

Result

Lead a team to assess and develop alternatives and prepared the business cases.  Five alternatives were prepared for client consideration.  The alternative selected will provide a reduction of data centers from  sixty-four to five and an operating cost reduction of  four percent ($67.8MM) over the 3 year planning period (break-even in 20 months).
 

Worldwide Steel and Bearing Manufacturer

Objective

Assess the potential benefits of the closure of three European data centers (one in England and two in France) and relocating and supporting processing from the client’s Midwest corporate data center.

Result

Lead a team and performed data gathering and assessments and prepared alternatives.  Prepared a business case reflecting alternatives and implementation approaches and a high level implementation plan reflecting closure and migration.  Estimate savings exceeded 28% (including implementation expenses) over the 3 year project life.

Worldwide Animal Pharmaceutical

Objective

Assess the potential benefits of the closure and relocation of processing from two data centers in France, to the corporate data center in the vicinity of Atlanta, GA

Result

Lead a team to perform an assessment of the data centers and systems supported in France.  Prepared alternatives and a business case and subsequent recommendations which would result in a savings of 18% after an investment of $3.3MM in implementation costs and a reduction of 32 FTE over the 3 year planning period.
 
Domestic Office Supply

Objective

Relocate data center operations from southern Florida to a more suitable and resilient facility in central North Carolina.

Result

Assisted client in developing a selecting a suitable alternative with a team.  Assisted in establishing a project office and in preparing necessary project plans and implementation estimates.  Continued to assist client during implementation, through project management and 
 
Financial Management and Records Management

Objective

Assess the opportunities and benefits that would be derived through combining two major financial institutions into a shared services environment. 

Result

Lead a team to develop alternatives and prepare migration approaches and financial benefits that would be derived.  Integration would result in a savings of 28% over five years.  Prepared recommendations and present findings to management and the Board of Directors.  Project concept was not approved by the Board as a result of the September 11th terrorist attack on the WTC.
 
Beverage Distribution

Objective

As a result of divestiture, prepare a business case and additional documents to enable selection of either insourcing (from the former parent) or outsourcing of all IT infrastructure.

Result

Gathered necessary data and prepared estimates of insourcing and outsourcing alternatives. Determined plausible approaches and prepared a high level implementation plan.  Assisted in selecting a recommendation from the alternatives.  Assisted in presenting the recommendations to the new parent corporation for a final decision.  Although the cost of insourcing exceeded the outsourcing estimates by over 15%, the new parent decided to outsource the environment.

Fortune 200 Regional Bank

Objective

Lead efforts to prepare relocation concept, financial benefit, implementation estimates, and detailed project plan for relocation of a large multi tiered environment with limited service outage windows, into a new mega-center.  Establish connectivity to an existing facility within twenty kilometers and position the client for migration to a robust Sysplex environment, encompassing both existing and new IT facilities.

Result

Gathered information and prepared the logical design and recommendation for relocation, financial estimates (Capital and Operating) and project plan. Project is currently underway and includes IBM Project Management support and selected technical subject matter expertise to supplement clients resources. 
 
Fortune 100 Domestic Rail Transportation Company

Objective

Direct activities focused on preparation of project plans, establishment of the technical and network infrastructure and migration of a real time inventory tracking application from a subsidiary IT facility to the clients corporate data center.  Accomplish this migration in sixty days to support clients divestiture objectives.  Once migrated, operate the environment for a minimum of six months to afford client ample time for skills transfer and selected subsystem conversion to their standards.

Result

Planned and implemented establishment of the operating and network environment.  Relocated the application within a four hour service downtime window.  Period of IBM operation will conclude in December 1998.   During this time we are performing a conversion from Top Secret to RACF and from CA7 to ZEKE and installation of HSM/SMS.
 
Domestic Retail Corporation

Objective

Review IT infrastructure, strategies, policies and organization with an emphasis on risks and limitations of the current Data Center Facility.  Prepare facility specifications and decision criteria and assist in locating and assessing local and remote properties.  Prepare a high level project plan. Cost benefit, risk and impact assessment for construction of a new Hardened Data Center facility and subsequent relocation of equipment and personnel.  Prepare a benchmark for comparison of construction and relocation versus outsourcing.

Result

Gathered required financial and technical profiling information and prepared a risk assessment, new construction infrastructure specifications and a high level relocation plan.  Prepared a business case comparing construction to outsourcing, resulting in a decision to begin earnest negotiation to outsource selected technologies for a saving in excess of $100 million

International Reinsurance Company based in Europe

Objective

Review World Wide IT infrastructure, strategies, policies and organization and provide recommendations necessary to meet evolving and aggressive business requirements.   Prepare a cost benefit, risk and impact assessment for consolidation and integration of worldwide mainframe/midrange facilities.   Review technical and staff resources, processes and organizational structure in order to identify obstacles and generate recommendations for service and process improvement.   Provide strategic guidance/alternatives and manage procurement of a worldwide frame relay wide area network.

Result

Gathered required financial and technical profiling information for eight existing sites and prepared the benefit, risk and impact recommendation.  The two step implementation  results in a 28% consolidation cost reduction, followed by and additional 15 to 25% integration cost benefit.  Performed assessment resulting in a recommendation to reorganize, implement cross-functional teams and improve several key processes in order to re-position technology services. 
Working with management and technical staff and a very aggressive time-schedule, assessed and revised the strategic and tactical Wide Area Communications plan.  Prepared an RFP and managed proposal due diligence and vendor selection.  Provided assistance in negotiation and contract preparation
 
Fortune 50 International wholesale/retail bank

Objective

Prepare financial benefit, implementation estimates, high level project plan and aid in initial internal marketing of the concept and benefits to business units for consolidation and integration of 4 mega-centers into 2 SYSPLEX facilities.

Result

Gathered information and prepared the recommendation which indicates physical consolidation to two sites and reduction of production LPAR environments from 32 to 6 can be accomplished in less than 24 months for a savings in excess of 32 % of then current operating expense.  Obtained necessary commitment from Technical and Business Management.

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