corporate overview & capabilities - appian · 2017. 4. 12. · consultants for more than...

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ArchiTECHSolutions(ATS)CorporateOverview&Capabilities

Digital Transformation | Operations Automation | Legacy Modernization


LocatedinFallsChurch,VirginiajustoutsideWashingtonD.C,isaprivatelyowned

corporationwithsolutiondeliveryacrosstheUnitedStates

ü Minority-OwnedSmallBusinessü SmallBusinessDisadvantagedEnterprise

(SBDE)ü GSAMultipleAwardScheduleContract

(GS-35F-0560Y)– GSAIT70ü DCAAcomplianceü ArchitechSolutionsFederal- 8(a)vehicle

ArchiTECHSolutions(ATS)isastrategicandimplementationservicescompanythatfocusesonprovidingBusiness

OperationsSolutions,Automation,LegacyModernization,&DigitalTransformation

§ BusinessProcessManagement(BPM)

§ DigitalTransformationSolutions

§ OperationsAutomationServices

§ LegacyModernizationEnterpriseDelivery

Bridgingthegapwithanintegratedsolutionthatfullyengages

People,Process,andTechnology

AboutArchiTECH Solutions(ATS)


3

ATSSolutionDeliveryClients


Business ProcessManagement (BPM)

Operations & Maintenance (O&M)

Business OperationsAssessment & Analysis

Business ProcessImprovement (BPI)

• Business Process Efficiency Assessment

• Business Operations Analysis

• Solution Application Health-check

• Enterprise Application Rationalization Analysis

• Organizational Structure Analysis

• Communications

• Management Reporting

• Issue-Resolution Management

• Change Management

• Organizational Change Management

• Center of Excellence (COE)

• Program Management

• Solution Strategy & UIX Application Design

• Product Vendor Selection

• Solution Delivery Planning

• Implementation

• Launch & Go Live Delivery

• Post-Launch Support

• Operations & Maintenance (O&M)

• Bugs & Fixes

• Application Modifications

• Troubleshooting

• Upgrade Services

• Application Enhancements

• Performance Assessments

• Application Assessment & Analysis

ATS ServicesOfferings

Business ProcessRe-Engineering (BPR)

• E2E Process Review

• Detailed Sub-Process Reviews

• Roles & Responsibilities Definition

• RACI Development

• Business Process Redesign

• Detailed Process Mapping Sessions


ServiceDelivery

BPM Solution Design & Delivery:

§ Acquisition (Contracts and Awards) Management§ Physician Document & Indexing Management§ Dynamic Case Management§ Financial & Compliance Management§ HR Onboarding & Resource Management § Contract Acquisitions Management

BPM Implementation Services:

§ Business Process Re-Engineering & Process Re-modeling§ Drive Customer Usability Experience (UIX) Improvements with Use Case Analysis and Process Re-Engineering Analysis§ Backend Database Re-design for Appian Application Overhaul§ Development of custom client forms leveraging Appian backend integration§ Integration with various 3rd party applications: Adobe, Monster.com, Govt legacy applications, client web portals, and call-center applications§ Designed "Self-Service" type process models to create customer-facing applications

Experienced in Appian Solution Delivery:

- Appian Consultants experienced using versions 6.x, 7.1 - 7.10 (Tempo with SAIL), and 16.x on client delivery projects

- Experience in all phases of Appian Development Lifecycle- Understand and delivered under Appian Preferred Methodology- Application O&M Support, Enhancements, and Upgrade services


ATSSolutionDeliveryServices

§ Requirements Gathering§ Technical Architecture§ Application Development§ Quality Assurance§ System Implementation

§ Production Support§ Performance Monitoring§ Application Maintenance§ BPM/CRM Product Upgrades§ BPM/CRM Product Migrations

§ Business Process Analysis§ BPM/CRM Assessment§ BPM/CRM Best Practices§ BPM/CRM ROI Assessment§ BPM/CRM Product Selection

Implementation MaintenanceAssessment


ApplicationSupport& UpgradesServices

ArchiTECH Solutions is experienced in delivering and developing BPM solutions on the BPM software platform, which positions the team to provide quality operations and maintenance support services to assist with on-going business operations applications developed on the BPM software platform.

§ Provide technical expertise on the BPM platform to handle bug fixes, application modifications, and troubleshoot application issues

§ Conduct reviews on business process and custom development/programming to ensure risks are identified and resolved through on-going Application Assessments & Analysis

§ Review and assess all environments to identify differences in components, architecture, rules, etc. between the development and production environments utilized for BPM application launch

§ Review BPM application in the PROD environment and integration points to understand entire application functionality, desired business results, and perform application health check

§ Provide Upgrade Services to BPM software platform for on-premise applications


CenterofExcellence(CoE)

§ Acts as central governing body over solution delivery

§ Promotes standards in design, coding, programming, integration, framework, testing, and release management

§ Reusable components and frameworks

§ Client enablement and solution adoption

§ Performance optimization and management

§ Agile application design Best Practices

§ Training and Support material for Enablement & Adoption

Center of Excellence (CoE) team is responsible for helping business managers identify appropriate opportunities, promoting reuse, and supporting individual application development efforts rather than taking full responsibility for building applications


BridgetheGap…withATS!

§ ATS provides Operations Improvementservices, strategy, and assessments

§ ATS delivers Business Process Management Implementations for our customers

§ ATS consultants are experienced in Full Lifecycle BPM & CRM Solution Delivery and Implementation

§ ATS leverages Adoption Management and Operations Intelligence to ensure successful solutions

Our tagline “Bridging the gap between People, Process and Technology” is more than just a tagline….. It’s, why we do what we do, how we do it, and what we do.


BridgetheGap…withATS!


Onboarding&PersonnelAdministration(OPA)

Built on the Appian BPM Platform


On-boarding&PersonnelAdministrationArchiTECH Solutions’ On-boarding and Personnel Administration (OPA) application provides an on-boarding and personnel management application designed to streamline resource management operations, ensure data validity, enhance stakeholder visibility, and provide management reporting to executives.

Specifically, stakeholders have the ability to onboard new resources, entering personal information, experience details, and applicable supplier data. Users can also onboard resources to projects through a financial management framework, calculating project rates to ensure company margins are met. In addition, on-boarding tasks are spawned for the HR, Finance, and IT departments to manage everything from paperwork submission to company email and intranet account creation.

Outside of the on-boarding process flow, OPA includes a contract management portal, which notifies stakeholders of expiring resources and provides interfaces to modify the existing contracts.

Its mobile and news feed integrations allow for complete awareness anywhere, at any time; from uploading candidate resumes on the road, to time notifications for I-9 paperwork submission.


On-boarding&EnrollmentFunctionality§ 3rd Party Application Integration (API Integrations)

§ Social Collaboration: Team Activity Feed

§ Form to Automatic PDF Generation & Electronic Signature

§ Vendor & Supplier Management

§ Compensation Calculator

§ IT Asset Management

§ Resource On-boarding Full-Lifecycle Transparency

§ Easy & Dynamic Data Entry Forms

§ Data Validation prior to Form Submission

§ Process Stakeholder Notifications

§ Management Reporting & Dashboards

§ Contracts Management


eOPA:SolutionBenefits

§ Remove Disparate Offline Applications (Working Files)

§ Mobile Access: Data & Applications

§ HRIS & Active Directory Integrations

§ Existing Application Integrations

§ Single Sign-on Integrations

§ Audit / Compliance Logging

§ Process Automation, Robust Workflow

§ Collaboration/Process Hand-off Notifications

§ One Source of Data (Records Management)

§ Stakeholder Communication

§ Self-Service Applications

§ Documents Storage / Management


FormEntrytoPDFGeneration


ResourceSkillsAvailability


ProjectResourceAssignment


ContractsManagement


ManagementDashboards

ü Team Workload Breakdown

ü Resource TypeBreakdown

ü Pie Charts

ü Bar Graphs

ü Multiple Search Criteria

ü Resource Status Quick Listing


Robust&ReliableSolutionDesign

• Fully utilized and tested internally for 2+ years

• Undergone 3 major releases, 16 minor releases

• Utilizes the latest features of Appian (v16.2)

• Proven to be able to handle 500+ resources

• Developed in Agile methodology with full featurecoverage and acceptance testing

• Developed for Android and iOS Compatibility

• Supported on the following browsers: Internet Explorer, Mozilla Firefox, Google Chrome, Safari

• Utilizes up-to-date Federal and State compliant forms including W-9 and W-4 forms

• Compatible with On-Premise or Cloud-based environments

• Built to scale for enterprise installations, with reusable components, constants, and a normalized data structure


CASE STUDIESAPPIAN BPM SOLUTIONS


CASESTUDY:ModernizationSolution

§ Application Assessment & Analysis

§ Backlog Management§ Functionality Enhancements§ Application Bug Fixing§ Client Demonstrations§ Project Schedule Development§ Center of Excellence

Improvements§ Application Issue-Resolution§ Management Reporting

Development§ End-to-End Testing

Client ChallengeFreddie Mac management decided to acquire Appian BPM software platform to automate operations within Single-Family division. The client team had a immediate need to find trust advisors with Appian delivery expertise that could collaborate with their BPM CoEteam to increase the velocity of the current projects, launch a new critical application, and assist with improving the quality and delivery of the on-going application/delivery projects.

Client Success & SolutionArchiTECH Solutions provided a team of highly knowledgeable BPM Solution consultants that worked along side the BPM CoE team to ensure quality solution delivery with the high-profile product development project, while increasing the solution delivery velocity in order to truncate the application launch schedule. The ATS team was also asked to kick-off the a project for bank transfer operations automation by working with the business customer to review requirements, define Use Case Stories, design application to client expectations, create initial application demo, and drive full application development. The business owners of each project are extremely satisfied with the quality of design and best practice configuration the Appian applications are being delivered; and are very impressed with the velocity of use cases being completed by the ATS team per sprint.

Benefits & ResultsOn average the ATS team is producing 4.5x faster than the other Appian skilled developers on the perspective projects. Our ability to collaborate as partners and trust advisors to Freddie Mac business owners, while working closely with the delivery team members has positioned the projects to deliver on time and exceed owners’/users’ expectations.


CASESTUDY:ModernizationSolution


§ Application Bug Fixing§ Designed & Created database

table structure§ Project Schedule Development§ Management Reporting

Development§ End-to-End Testing§ Application Issue-Resolution§ Functionality Enhancements§ Client Demonstrations

Client ChallengeUniversal Service Administrative Company had a need to manage funding applications and contracts to school and library systems. The client required a team to deliver a faster, more reliable way of applying for funding, as well as a robust case management system for the entire life cycle of the funding process that includes Applicants, Consultants, and Service Providers. The team was responsible for building and maintaining the application as well as resolving any issues in the system.

Client Success & SolutionArchiTECH Solutions’ (ATS) Consultants gathered requirements with key stakeholder groups and designed and developed multiple processes to handle the funding application creation, concurrence, and reservation. In addition, ATS consultants have facilitated integration with legacy systems and helped in quality assurance and testing activities. ATS also provided issue resolution for pre-existing processes and expressions, and utilized the latest features of the Appian software to create dynamic records and reports. Furthermore, ATS consultants delivered application demonstrations while leading the project delivery team throughout the development lifecycle. The client looks to ATS consultants for more than development services, and sees our team as trusted advisors on Appian application design, solution architecture, and enterprise integration.

Benefits & ResultsATS consultants played a crucial role in the successful launch of the E-rate Productivity Center system (EPC). The team worked closely with the client to develop a highly customized system to handle applications, contracts, and funding. The system was also designed to handle complex customer service cases that may arise in the application process. The utilization of the Appian BPM platform enabled this accomplishment and is projected to have an immense impact to the return on investment.


CASESTUDY:HealthcareSolution

§ Business requirement elaboration sessions

§ Use Case development§ Application Assessment & Analysis§ User interface re-design strategy &

development approach § Backlog Issue-Resolution§ Change Requests (Mod & New)

development § E2E & UAT Testing§ Application Migrations§ Environment Readiness§ Training & Enablement

Client ChallengeTrinity Health invested in a BPM solution to integrate with a proven healthcare application that allowed doctors and nurses to collaborate on patient charts and records. The initial development was moving slower than expected, a backlog of bugs and mods was growing, launch milestones were being delayed, and the project budget was being overrun with no end in sight.

Client Success & SolutionTrinity Health requested ArchiTECH Solutions to join the BPM integration project, Inbound Document Management (IDM), to immediately eliminate the backlog of application issues, provide application improvements, identify and resolve any critical-to-launch application/integration issues, and steer the project in the right direction for launch. ATS consultants conducted a full BPM application assessment to identify any high risks or issues, determine areas of improvement to reduce future risks, and conduct and analysis of the application against business requirements. ATS worked with the business group to identify all use cases, solidify business requirements, and define technical requirements related to the BPM integration. ArchiTECH Solutions worked with each stakeholder group to ensure new change requests were implemented, end-to-end and user acceptance testing were conducted, and that the application was ready for launch.Benefits & ResultsATS consultants were essential to the successful launch of the BPM solution with new development, issue-resolution, and execution of BPM implementation best practices. The client development cycle was reduced, the backlog was eliminated, risks within solution were reduced with application improvements, and the release management schedule was defined for next version.


CASESTUDY:ContractsManagement


§ Application Bug Fixing§ Functionality Enhancements§ Client Demonstrations§ Enhancements to Functionality

of BPM Solution§ Application Cleanup & Archiving§ Users Rights, Privileges, &

Management§ Training & Enablement§ End-to-End Testing§ Change Request development§ Center of Excellence

Client ChallengeVermont Agency of Transportation needed to actively manage construction contracts related to engineering financial management. The client was looking for a service provider who was responsive and reliable to conduct application improvements, resolve application issues, and be readily available for on-demand application support services.

Client Success & SolutionArchiTECH Solutions provided an analysis and assessment of the existing application to determine the gaps in functionality and requirements needed to launch the construction contracts financial management solution. ATS consultants met with the client to develop a project schedule to remediate any critical issues or risks with the application, and then determined a user testing plan to gather initial solution feedback prior to training and launch. The ATS team developed a automated process for the client to use during user training and supported training efforts where needed. ArchiTECH Solutions reviewed feedback with the client, created a change request modification list, and developed new process models and enhancements based on requirements. ATS worked with the client to launch the application ahead of schedule with a high adoption rating.

Benefits & ResultsATS consultants proved to be essential to the successful launch of the construction contracts financial management solution. The team of consultants worked closely with the client to customize the solution to the operational needs, and enable their team to utilize the BPM application for a projected high return on investment.


CASESTUDY:UpgradeServices

§ Upgrade Planning & Execution

§ Software Security Analysis§ Application

Cleanup & Archiving§ Full Application Backup§ Upgrade Process

Documentation and Reference Guide

Client ChallengeThe Food and Drug Administration had four environments that were outdated and at risk for losing software support for their application. The configuration setups were also incongruous to one another and frequently encountered warnings due to the limited amount of memory allocated on their servers. The client was in need of upgrade services and to configure all of their environments for better performance.

Client Success & SolutionArchiTECH Solutions provided fully configured installation scripts for the client to deploy on each of their environments to upgrade to the latest version of Appian. All custom configuration files across the four environments were reconfigured and merged to meet the quality and compliance standards of the software and to facilitate easier upgrade practices in the future. More memory was allocated to the servers to improve stability and a full application backup was performed to ensure a quick and reliable fallback method. ATS also produced Version Description Documents (VDD) for each of the upgraded environments that included a list of all required components and thorough step-by-step instructions on how to install and deploy the upgrade configuration scripts.

Benefits & ResultsArchiTECH Solutions was vital to the upgrade process for all environments. The upgraded software enabled the client to stay compliant and continue receiving full support for their application. Furthermore, the VDD documentation that ATS provided serves as a lasting reference guide for all future upgrades.


CASESTUDY:CaseManagement

§ Trouble-ticket Backlog Resolution

§ Change Requests (Mod & New) Development

§ Mobile Design & Development§ Email Marketing Design &

Development§ 3rd party Integrations with BPM

Application§ Application Assessment &

Analysis§ Application Migrations &

Deployment§ Center of Excellence

Client ChallengeVeteran Affairs Career Development group (VA for Vets) had a program for Veterans to build resumes, translate skills and experience, and work with mentor coaches to build new careers. The BPM application had an unnecessary backlog of issues that were not being resolved in a timely manner, application design was a concern, and management wanted the program to be supported by an issue-free application.

Client Success & SolutionArchiTECH Solutions was asked to join the solution delivery team for expertise in Appian BPM implementation. ATS consultants worked with the lead systems integrator and client to identify a “Get Well Plan” for the BPM application. ATS initially resolved the 100+ application issues backlog and conducted an application assessment and analysis to determine areas of improvement with process models and overall design. ATS consultants worked with each stakeholder group to determine integration improvements, problem areas, and new mobile development requests. ArchiTECHSolutions determined a need for application knowledge sharing, so ATS gathered, analyzed, and documented all technical requirements for the VA for Vets KMS and Mobile CMS applications.

Benefits & ResultsThe ArchiTECH Solutions team was able to eliminate poor design and hard coding that caused inefficiencies and inaccuracies in the application by redesigning process models and implementing BPM best practices. ATS focused on resolving the 100+ backlog of issues and re-configured the application to remove the root causes in the original design. ATS also provided users mobile access to the data and application with new development.


CASESTUDY:FinancialManagement

§ Financial Module Process development

§ Records Management development

§ Management Reporting development

§ Architectural Design§ Technical Documentation§ End-to-End Testing§ Application Issue-Resolution§ Functionality Enhancements§ Process Model Re-design§ Client Demonstrations

Client ChallengeDepartment of Transportation Federal Transit Administration needed to provide state and local transit authorities with the ability to request funds from federal government agencies. The client needed to modernize their legacy system to support the increased demand and volume of contracts, acquisitions management, and operations. The government decided to invest in a BPM application that was flexible and scalable for managing financial information for national transit authorities.

Client Success & SolutionArchiTECH Solutions provided expertise in application re-design and improvements to existing legacy systems by leveraging BPM technology. The team focused on integration with enterprise financial systems, operational process automation, and developed management reporting in order to provide state and local transit authorities the ability to request funds from federal government agencies. ATS consultants collaborated with clients to design a records management solution to govern congressional appropriations of funds through process automation and data management. ATS worked with each stakeholder group, partners, and clients to ensure the BPM solution was ready for production launch and project delivery.Benefits & ResultsArchiTECH Solutions provided BPM expertise in solution development that is serving as the backbone to the financial awards management application for government contracts. ATS consultants were essential to developing a solution that empowers users to readily access contract information, view management reporting, manage operations related to contract acquisition process, and actively support transit authorities across the country.


CASESTUDY:ContractsManagement

§ Application Bug Fixing§ Functionality Enhancements§ PDF Standard Form

Development§ Client Demonstrations§ Enhancements to Functionality

of BPM Solution§ Users Rights, Privileges, &

Management§ End-to-End Testing§ Change Request Development

Client ChallengeGeneral Services Administration (GSA) needed to actively manage procurements, solicitations, and awards for the Public Building service. The client was looking for a comprehensive solution that automated the contract management lifecycle, improving data quality, enhancing immediate reporting capabilities, and decreasing associated cycle time.

Client Success & SolutionLeveraging the Appian BPM platform, ArchiTECH Solutions provided expertise in application development and solution delivery. The team focused on integration with GSA standard PDF templates, using process data to populate rigid government compliance documentation. Exceling in an iterative development methodology, ATS consultants consistently collaborated with clients to design intuitive and efficient interfaces, delivering biweekly demonstrations to illicit feedback early and often. ATS worked with client stakeholders, partners, and project leads to ensure the BPM solution remained on-track with an accelerated project delivery schedule, and would be ready for production release on-time.

Benefits & ResultsATS consultants proved to be essential to the successful launch of the contract award management solution. The consultants worked to build a custom BPM solution to mitigate process risks and reduce cycle time. The utilization of the Appian platform enabled these accomplishments and is projected to have an immense impact to the return on investment.