Case Study: A Systems Transition

Enterprise Iron Financial Industry Solutions, Inc.
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BUSINESS PROBLEM

A large municipal retirement plan system client was struggling to complete an eight-year system implementation.

They were unable to completely transition from the legacy pension system to the new Pension Administration System (PAS).

This was primarily attributed to significant data integrity issues, reporting deficiencies and incomplete functionality in the new Line of Business (LOB) system.

These challenges forced the client to support parallel operations for two years.

OUR SOLUTION

Our Team was contracted to define, manage and execute a system transition plan.

We assumed responsibility for the migration of parallel operations (legacy and new PAS) to single system (new PAS solely).

Our objective was to partner with the solution vendor to resolve outstanding software defects, work with the data management team to resolve remaining data integrity and cleansing issues.

Working with operations managers, we streamlined operational processes and reporting in order to decommission the legacy system, transitioned 100% of functionality to the new PAS and ensured the quality of all core functionality.

Tasks included:

  • A complete cleansing of all active, retired and deferred member data
  • Transitioning cyclical processes from legacy system to new LOB system (actuarial valuation, 1099, COLA, semi-annual interest posting and annual health enrollment)
  • Transitioning all letters, forms and reports from legacy system to new LOB system
  • Oversaw the completion of outstanding functional defects and enhancement in the new LOB
  • Analyzed and lead the deployment of new business processes and functions
  • Conducted IT assessment and made recommendations for systems and future growth
  • A complete legacy decommission and final system shutdown

RESULTS & CLIENT BENEFITS

Enterprise Iron successfully completed the development of an Agile/Scrum-based project management approach.

We assisted the client with resolution of outstanding data cleansing issues and software defects needed to decommission the legacy system and to end a two-year parallel operations cycle with the replacement system.

By working closely with client team and replacement system vendor, we reviewed and reprioritized the remaining issues and developed sprint-based approach to improve collaboration and communication.

By working with the clients’ executive and project management team, we effectively managed resource conflicts, monitored the project for potential risks and mitigated issues to successfully decommission the legacy system.

All project work was successfully completed on or ahead of schedule and under the planned budget of our client.

Our client was able to decommission the legacy system and end all parallel operations three months ahead of schedule.

In addition to the original SOW and within the original budget, Enterprise Iron was able to assist the client with the development of a sustainable internal PMO team structure for ongoing project and system support.

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