International Capital Equipment Distributor
- $800 million + manufacturer and distributor of highly engineered and configured to order capital equipment.
- Process Partners was selected to lead an enterprise-wide initiative focused on optimizing the equipment sales order management process, from quote to cash, the company's primary revenue generation process. The initiative encompasses a combination of value driven process improvement and external best practices research utilizing a cross functional team
with representatives from all key functional areas.
- The client team led by Process Partners developed major strategic initiatives for change. Process Partners was engaged to continue leading the team through the execution of the strategic initiatives that encompassed over 200 policy, process and technology changes. The results are expected to include increased customer satisfaction, shorter cycle times for order processing, reduced order cancellations, reduced order concessions, and reduced bad debts.
National High Tech Corporation
- $200 million+ Distributor of managed services and related systems for remote data collection, analysis and reporting for utility companies.
- Process Partners was selected by management based on the firm's expertise in process optimization and SOX compliance, to perform a SOX gap assessment. The goal of the assessment was to identify the gap between the company's current control environment and a compliant control environment.
- Within 3 weeks Process Partners provided a detailed assessment of the company's gaps relative to their entity level control environment, business process documentation and controls, and IT process documentation and general controls.
Insurance Claims Processing Corporation
- $800 million + international processor of insurance claims.
- Process Partners was selected to coordinate the company's SOX compliance initiative for IT general controls. Process Partners was selected based on its success as a process focused compliance consulting firm with in-depth technology expertise.
- Process Partners assisted in the documentation of the corporations' United States, Canadian and United Kingdom IT systems and processes and the identification and definition of key general controls. In addition Process Partners assisted in the development of test plans and the execution of key control testing. The firm was successful in assisting the corporation in satisfying the 2005 SOX compliance requirements.
Trade Show / Marketing Corporation
- $ Confidential - national trade show / market producer of over 15 annual merchandise, apparel, and jewelry markets.
- Process Partners was selected to facilitate an in-depth process assessment of the corporation's procurement processes across multiple subsidiary business units. The scope of the assessment included the re-design of current procurement processes and controls across the enterprise.
- Process Partners was selected to facilitate the design and implementation of an enterprise growth planning strategy and process, encompassing the identification and prioritization of growth opportunities through the business case analyses and strategy execution.
Trucking Corporation
- $ 1 Billion+ truck load and LTL carrier.
- Process Partners was selected to coordinate the company's SOX compliance initiative for IT general controls. Process Partners was selected based on its success as a process focused compliance consulting firm with in-depth technology expertise.
- Process Partners assisted in the documentation of the corporation's IT processes and the identification and definition of key general controls across the enterprise. In addition Process Partners assisted in the development of test plans and the execution of key control testing.
The firm was successful in assisting the corporation in satisfying the 2004 and 2005 SOX compliance requirements.
- For 2006 Process Partners has been engaged to perform quarterly monitoring of the IT control environment and to assist in establishing more effective and efficient IT compliance processes.
Real Estate Investment Trust
- The corporation owns and manages over 65 shopping malls across the United States.
- Process Partners was selected to coordinate the company's SOX compliance initiative for IT general controls. Process Partners was selected based on its success as a process focused compliance consulting firm with in-depth technology expertise.
- Process Partners assisted in the documentation of the corporations IT systems and processes and the identification and definition of key general controls. In addition Process Partners assisted in the development of test plans and the execution of key control testing. The firm was successful in assisting the corporation in satisfying the 2004 and 2005 SOX compliance requirements.
- Process Partners has been engaged to perform quarterly monitoring of the IT control environment and to assist in establishing more effective and efficient IT compliance processes on an on-going basis.
Importer and Distributor
- Less than $50 million annual revenue, importer and distributor of designer lighting fixtures and accessories to retailers and designers.
- Process Partners was selected to lead a cross functional team of managers and staff in the optimization of the quote to cash process to shorten the delivery cycle time, reduce manual effort, better utilize the existing ERP system and reduced shipment and billing errors.
- Process Partners provided training to the client project leader in Business Process Optimization as part of the knowledge transfer process to empower the client team in continuous process improvement.
- Benefits included a more efficient order management process, more effective internal controls and better utilization of the ERP system all of which led to increased order through put and more accurate shipments and invoices.
Manufacturer and Distributor of Capital Fixtures
- Less than $50 million annual revenue metal locker manufacturer and distributor for the institutional markets.
- Process Partners was selected to lead a cross function executive and management team in the evaluation and selection of an ERP system to support the company's key business processes.
- Process Partners and the client project team defined the company's business process goals and requirements and systems requirements. Process Partners facilitated the team's identification, screening and evaluation of mid-market ERP vendors.
- The benefits included total management and client team commitment to the process changes, new ERP system and significant acquisition and implementation cost savings.
Metal Refiner
- Major refiner of automotive catalyst for reclamation of precious metal content.
- Process Partners was selected to lead a cross function executive and management team in the evaluation and selection of an ERP system to support the company's key business processes.
- Process Partners and the client project team defined the company's key business process goals and requirements and related systems requirements. Process Partners facilitated the team's identification, screening and evaluation of mid-market ERP vendors.
- The benefits included total management and client team commitment to the process changes, new ERP system and significant acquisition and implementation cost savings.
Plumbing Distributor and Contractor
- Company operates multiple distribution centers that provide plumbing installation services, fixtures and parts to production home builders,
- Process Partners was selected to lead a cross function executive and management team in the evaluation and selection of an ERP system to support the company's key business processes.
- Process Partners and the client project team defined the company's key business process goals and requirements and related systems requirements. Process Partners facilitated the team's identification, screening and evaluation of mid-market ERP vendors.
- The benefits included total management and client team commitment to the process changes, new ERP system and significant acquisition and implementation cost savings.
Plastic Product Manufacturer
- $300 million + manufacturer of plastic products for residential and commercial builders.
- Process Partners was selected to coordinate the company's SOX compliance initiative for IT general and application controls. Process Partners was selected based on its success as a process focused compliance consulting firm with in-depth technology expertise.
- Process Partners assisted in the documentation of the corporations' IT systems and processes and the identification and definition of key general and ERP application controls. In addition Process Partners assisted in the development of test plans and the execution of key control testing. The firm was successful in assisting the corporation in satisfying the company's SOX IT compliance requirements.
- Process Partners indentified over 30 ERP application controls to leverage to eliminate related manual tasks currently used.
Energy Engineering and Consulting Services Provider
- $30 million provider of specialty engineering and consulting services.
- Process Partners was selected to coordinate the company's SOX compliance initiative for IT general and application controls. Process Partners was selected based on its success as a process focused compliance consulting firm with in-depth technology expertise.
- Process Partners assisted in the documentation of the corporations' IT systems and processes and the identification and definition of key general and ERP application controls. In addition Process Partners assisted in the development of test plans and the execution of key control testing. The firm was successful in assisting the corporation in satisfying the company's SOX IT compliance requirements.
- Process Partners also assisted in evaluating a proposed application system for enhancing the company's revenue recognition processes.
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