Charter Solutions is a Minnesota-based technology consulting firm offering management consulting, analytics, application development, and staffing solutions to healthcare, manufacturing, retail, government, and finance clients. The document provides details on Charter Solution's offerings, key clients, leadership team, and examples of projects including developing policies and procedures for a banking client, conducting a software selection project, developing a big data analytics solution using Amazon Web Services, and creating data visualizations using SiSense.

1. Strategic Account Data
CHARTER SOLUTIONS.
3033 CAMPUS DRIVE, SUITE N160
PLYMOUTH, MN 55441

2. Listed as Computer Related Services launched in January 2012
A WBE Certified Minnesota-based technology and business consulting firm.
The offerings are MANAGEMENT CONSULTING,ANALYTICS & INFORMATION MANAGEMENT ,APPLICATION DEVELOPMENT
,STRATEGIC STAFFING SOLUTIONS.
Industries dealing in with HEALTHCARE ,MANUFACTURING ,RETAIL ,GOVERNMENT ,FINANCE.
Key Information

3. Products Offered
• Computer
Monitors,
Software
Set Up & Delivery Options
Available
Hardware Brands Offered
• Star
Special Services
Offered
• Workshops
& Tutoring
Services Offered
•Build-To-Order
(BTO)
Computers,e-
Commerce /
Business
Solutions

4. • Gartner Positions Tableau Software as a “Leader” in BI and Analytics Platforms Magic
Quadrant(http://www.tableau.com/gartner-magic-quadrant-2015)
• Gartner Survey of More Than 2,800 CIOs Underlines Regional Differences Between
CIOs(http://www.gartner.com/technology/research/cio.jsp)
• Tableau to Open Office in Washington, D.C
• 2013 – The Business Journal – Top 25 Management Consulting Firms

5. • Prism data analytics and visualization platform from SiSense.
• The underlying data resides in a Microsoft SQL Server database
• Junction Multi Channel Retail (MCR™), specializes in multi-channel retail call-center support based on Microsoft .NET
technology.
• cloud-based infrastructure services
• A big-data database with time-series awareness
• Architecture layering based on elasticity needs
• Light-weight, simple Java code to collect and process the data
• Meta-data driven data structures and processing instructions to handle new and varying data sources

7. • Large Healthcare TPA
• Stratford 360
• National Health and Wellness Company
• Retail Remarketing Company
• Major Direct Marketing Company
• CONSULTING PARTNER-AMAZON WEB SERVICES
• As a Tableau Alliance Partner, Charter Solutions is your choice for getting the most out of your Tableau software

8. Bill Leonard- Co-CEO/Co-FOUNDER
Dee Thibodeau- Co-CEO/Co-FOUNDER
Michael Krouze– Chief Technology Officer
Paul Placido-Systems Developer
Colleen O'Neill-VP of IT Professional
Services

9. Well-documented policy
and procedure process
Important complexities in
the Client’s network
configuration results in
Improved management
decision making
Addressed approximately 20
open audit items
BANKING BUSINESS
•Develop a process for
defining, approving,
publishing, maintaining
and implementing
policies
•Document several
existing policies
•Security access model
for the Client’s
Windows-based
network, with
recommendations on
next steps
The Client wanted
to improve its
internal business
processes related to
its policies and
procedures,
specifically:

10. • Produced a format for describing proposed policies or procedures, and elaborated the management approval process for putting
new policies and procedures into practice.
• Documented several existing processes and published them to a central location on the existing company intranet.
• roles-based security model,interviewed Client staff, studied and documented network configurations, and proposed several
solutions.
BANKING BUSINESS

11. SOFTWARE SELECTION
• Determined requirements and
screened vendors
• Developed RFP and
demonstration scripts
• Facilitated vendor
presentations, site visits, and
evaluations
• Coordinated/implementation
planning sessions
• Negotiated contracts and
supported final software
purchase activities
Charter Solutions
conducted a software
selection project that
included the
following steps to drive
to a best fit,
best value solution for
the Client:
TCO: Saved money on best/final price, well
under the targeted budget
Great functional fit: Clearly acquired the best
fit vendor
Selection project delivered on time and
within budget

12. • Determined requirements and screened vendors
• Developed RFP and demonstration scripts
• Facilitated vendor presentations, site visits, and evaluations
• Coordinated/implementation planning sessions
• Negotiated contracts and supported final software purchase activities
SOFTWARE SELECTION

13. Highly successful Proof of Concept by the client’s senior management and end
users. Factors involves:
• Rapid Development time
• low cost with only a single FTE (two half-time resources)
Cost improvements.
• New system - over 50% annually
• Productivity increase - 40% vs. existing technologies.
Amazon AWS’ development
• Higher speed development.
• Reduces time in infrastructure resource
Production implementation
Easily and quickly add services.
Scale to tens-of-thousands of customer sites worldwide
to maintain response times and SLAs.
Provide new and improved services to its customers,
leveraging other data such as energy usage and weather
patterns.
Data collection includes their UI, APIs, and analytics.
BIG DATA TIME SERIES

14. “…[the customer] anticipates collecting approximately 600 million data points per day which will result in over 40 terabytes of data
each year.”
• Redundancy
• No single point of failure
• Design assuming components will fail
• Increased performance
• Increased access to data
BIG DATA TIME SERIES

15. New data is sent via HTTP requests. The data collection layer then accepts and stores the data
to Amazon S3 and places processing requests on an Amazon Simple Queue Service
(SQS) message queue.

16. • Reducing the amount of time
spent responding to the requests
and increasing the responsiveness
of the Office.
DATA VISUALISATION
• Able to offer answers to commonly-asked questions
with a few mouse clicks.
• The SiSense platform easily extensible.

17. • worked with the State Demographer’s Office to source the relevant data, which came from a variety of US Census-related
sources
• 2 main visualization approaches
 a map of the state that interactively shows the location of various service-delivery entities, with overlays of population
density and other metrics for the client base.
 a variety of pie and bar graphs showing comparative data about the target client base.
(e.g., legislative district vs. state-wide unemployment statistics)
DATA VISUALISATION

18. Category Title
Maximum
Hourly
Rate*
Business Analyst $95
Database Developer/Administrator $102
Enterprise Architect $131
Java Developer $105
Microsoft .NET Programmer/Developer $110
Project Manager $117
Web Specialist $100
Category Count: 7
*Maximum rates represent the absolute cap that a vendor is allowed to charge. Many vendors proposed lower
hourly rates and organizations are expected to negotiate the hourly rate as appropriate to the specific engagement
and skill/knowledge level required.