FluidIQs EPM Case Study

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FluidIQs EPM Case Study

  1. 1. Microsoft Office Project Management Solution Customer Solution Case Study FluidIQs Uses Enterprise Project Management to Enhance Efficiency Overview “The software shines a light on where we have Country: United States Industry: Water and wastewater collection, problems, so we know where to focus our efforts.” distribution and treatment Jim McMillin, Director of Delivery, FluidIQs Customer Profile FluidIQs Inc., headquartered in Napa, California, is an established leader in the water and wastewater industry in the FluidIQs wanted to improve the scheduling and delivery of its western United States. projects in order to increase competitiveness and boost revenues. Business Situation To do so, it needed to replace its decentralized scheduling To further streamline their operations, FluidIQs asked Sequence Advisors to processes with a centralized process. Sequence Advisors designed design a standard, centralized scheduling and documented that process using Microsoft® Enterprise Project process to improve on-time delivery. Management, a component of the Microsoft Office System. With the Solution new centralized scheduling tool, the company estimates it will cut Sequence Advisors designed and documented FluidIQs' new scheduling the time to create and maintain new proposals and program process using Microsoft® Enterprise schedules significantly. Sequence Advisors predicts that FluidIQs Project Management, part of the Microsoft® Office System. can save money as well as having and has the potential to gain increased revenues. Benefits  Standardizes and centralizes project management and scheduling  Streamlines resource utilization and forecasting  Increases project visibility  Increases accountability  Enhances detail in both budgeting and tracking of shipping  Enhances efficiency of training new staff
  2. 2. “One way to gauge our Situation technology plays in the industry and the Known as CMC for the last 25 years, FluidIQs resulting standardization that can be progress with the formalized its evolution with the introduction achieved. software is that we are of a new name for the company — FluidIQs, a more appropriate communication of what the FluidIQs looks forward to continuing to work now having fights earlier company is focused on in 2005 and beyond, on challenging and diverse projects, and to in the planning process specifically, its breadth of capability in water and wastewater collection, distribution and provide their clients with innovative ways to find solutions and new applications. FluidIQs about resource conflicts. treatment. will strive to maintain the same high This is good, because FluidIQs is a preeminent integrator in the standards and reputation for excellence, while providing a stimulating and trusting then the customers water and wastewater market in the eleven environment for their employees. don’t see the problems western states. An established industry leader, FluidIQs provides the resources and In the past, FluidIQs operated with a and we can deal with expertise necessary for today's decentralized scheduling system that kept them in-house.” groundbreaking industrial control applications. the company from operating at peak efficiency. Director of Delivery Jim McMillin Jim McMillin, Director of Delivery, FluidIQs describes the previous system, and its FluidIQs will continue to build on their solid results, as “chaos. We didn’t have an heritage as a recognized leader in water and enterprise-wide planning process. Our project wastewater collection, distribution and managers had their own ideas of what to do, treatment in the West. As the company with little awareness of competing needs, regionalizes and expands geographically, they which led to a lot of schedule delays.” will take the opportunity to elevate their Without a centralized and standardized way profile through refined solutions that to schedule and track projects, management reinforce the FluidIQs brand. They understand struggled to identify projects that were in their customers’ needs and are intent on danger of missing their milestones and delivery of value-based control information delivery dates, and to address those potential solutions. problems before they became actual ones. Moreover, managers lacked the overarching The long term growth projected by FluidIQs view of projects and resources that would makes it imperative to recruit new employees enable them to reassign resources over the next few years, and to be able to dynamically to accommodate the changing attract the brightest and the best in the status and needs of those 100-plus projects. market. The new name reflects a more In the increasingly competitive environment interesting and attractive place to work, a in which FluidIQs operates, these challenges “go-to” place. The company’s leadership became significant. team aims to make FluidIQs the best place to work in the industry. Says Jim McMillin: “We have at least 100 active projects going at the same time, most FluidIQs is well-positioned to meet future of them of long duration — 1 to 1 ½ years on industry challenges, from issues such as the average. We needed to have the ability to be further heightening of water quality able to look at our resource needs across regulations and homeland security, to the time and across the organization.” McMillin’s aging infrastructure of our industry and focus goal? “To streamline resource loading and on automation, to global resource forecasting, as well as being able to use management, to the ever-changing role that Microsoft® Enterprise Project Management
  3. 3. “We now have visibility to drive accountability across schedules and across the team. In addition, we are growing continues, “we took an experimental point of view. We were only lukewarm about the that we never had rapidly, and now we have the ability to deal process, so it took almost a year to before; we can see and with staffing changes.” implement at our own pace. Now, I believe that a company needs to step into the deep know what people are Solution end. Why have only partial visibility? People working on today, and “We started with several pilot applications, and Sequence Advisors did extensive didn’t think Enterprise Project Management would work. Now they see it’s working. This is what they’ll be working training,” McMillin says. “Sequence Advisors not universally popular, because now the on next week.” also performed reviews of our plans as monitoring critical elements, showing us how staff is accountable, but that was the whole idea and is an improvement.” Jim McMillin, Director of Delivery, FluidIQs to use the tools effectively to make our schedules adequate to check. They also added a certain comfort level, and helped us with training across the company. They now develop custom reports, and they continue to monitor accuracy in our schedules.” Benefits Says McMillin, “We don’t have any specific dollar savings yet, as we just went live in January, 2006. But using Enterprise Project Management is now the only way work gets done when there is a project. We are getting to the point where we can trust the data. The software shines a light on where we have problems, so we know where to focus our efforts. “One way to gauge our progress with the software is that we are now having fights earlier in the planning process about resource conflicts. This is good, because then the customers don’t see the problems and we can deal with them in-house. We now have visibility that we never had before; we can see and know what people are working on today, and what they’ll be working on next week. We also have finer detail in budgeting and tracking shipping, and we can now find problems we wouldn’t have caught until the project closed. We can now refocus and redirect when things aren’t going right, which results in refining the process. “When we first began to implement Enterprise Project Management,” McMillin
  4. 4. For More Information Microsoft Office System For more information about Microsoft Microsoft Office is the business world's products and services, call the Microsoft chosen environment for information work Sales Information Center at (800) that provides the software, servers, and 426-9400. In Canada, call the Microsoft services that help you succeed by Canada Information Centre at (877) transforming information into impact. For 568-2495. Customers who are deaf or more information about Microsoft Office hard-of-hearing can reach Microsoft text System, go to: telephone (TTY/TDD) services at (800) http://www.microsoft.com/‌office/ 892-5234 in the United States or (905) 568-9641 in Canada. Outside the 50 United States and Canada, please contact your local Microsoft subsidiary. To access information using the World Wide Web, go to: http://www.microsoft.com/ For more information about FluidIQs products and services, call (707) 258-8400 or visit the Web site at: http://www.fluidiqs.com/. For more information about Sequence Advisors products and services, call 510-540-7875 or visit the Web site at: http://www.sequenceadvisors.com/. Software and Services − Microsoft Windows Server 2003  Products − Microsoft Windows SharePoint − Microsoft Office Enterprise Project Services Management Solution − Microsoft Office Project Professional  Technologies 2003 − Microsoft Internet Information Services − Microsoft Office Project Web Access − Microsoft Office Project Server 2003 − Microsoft SQL Server 2000 − Microsoft SQL Reporting Services © 2006 Microsoft Corporation. All rights reserved. This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Microsoft, the Office logo, and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The names of actual companies and products mentioned herein may be the trademarks of their respective owners. Document published April 2006

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