Industries back to top

Business Finance & Operations

Systems planning, software selection, ERP, workflows and processes, implementation oversight, business intelligence and dashboards, forecasting & budgeting models, process & technology alignment

Health Care Operations and Pharmacies

Clinical-operational-financial integration, workflows, process analyses, strategic IT programming, systems planning, software selection, implementations oversight, dashboards, organizational alignment

Technology and Venture-Backed Firms

Investment diligence, market studies, systems evaluations, systems planning, software design, executive coaching

e-Commerce

Web-based services, CRM, order entry, fulfillment, ERP, SaaS implementation oversight, operating model conversions

Accomplishments back to top

Information Systems Planning

A health care organization decided to improve its "systems capabilities." Affecting all areas of operations, we helped leadership guide the management team through a series of steps and initiatives culminating in a successful selection of new technology solutions. Later, implementation oversight services helped to ensure realization of the benefits envisioned by the team.

Due Diligence

An investment firm was considering a significant position in a company highly dependent on technology. Under tight deadline and with limited resources, an IT-focused due diligence evaluation was conducted, documented and delivered on time. The investment proceeded.

ERP Systems

When faced with aging financial and HR systems, a large multi-national's CEO turned to us for advice and leadership. We examined the array of existing systems, identified alternatives, aligned internal factions, and "sold" the solution to top management. A multi-year contract was negotiated with a leading ERP solutions provider and conversion paths established. Subject-matter stakeholders were trained, and took over implementation. Oversight of the changeover was conducted during the first year.

Oversight Services

Organizations retaining vendors or external consultants to implement systems are often captive to the outside firm's methods. Competent, experienced oversight has assured success and mitigated risks associated with the operational, technical and financial costs of systems changeovers. Compass provides such senior leadership and oversight routinely in many situations for business and health care systems.

Systems Selection

A health care organization decided to modernize a business unit representing about 2/3 of their total operation. Included was a completely new system, with many newer and advanced functions such as voice and optical character recognition technologies. A vendor universe was constructed; likely candidates filtered, and targets interviewed. Proposals and presentations were entertained, followed by demonstrations. Two finalists competed for pricing and contract terms. The entire process took less than 90 days, resulting in successful, timely implementation of a much-needed new system.

Process Engineering

New owners decided to modernize processes in a recently-acquired business. The operation employs loyal, hardworking people who were stuck doing work the same way they did it 20 years ago. All workflows in the entire operation were openly examined and discussed with stakeholders. Process workflow diagrams were developed, and after review with key personnel, were examined for opportunities. New workflows were "invented" through collaboration. "As-is" processes either were eliminated or evolved into new work methods. Labor-related savings in excess of 20% are being generated.

Strategic Planning

Assisting a growing company with its annual planning process resulted in close alignment of business strategies, technology plans and investments, staff requirements, and Board expectations. Close collaboration between Compass and the Company's Chairman, CEO, CFO, and IT staff resulted in a highly successful vision for the future.

Project Management

A service company, conducting a multi-year series of changes affecting organization, process, technology, and personnel enlisted us to establish a project management office (PMO) and to provide soft leadership alongside their other key leaders and managers. Collaboration, counsel, and courage ruled the day, as the program came to life, proceeded, and is now in its third year of four.

Crisis Implementation

A service company employing 19,500, had a 15 year-old payroll system on its last legs. The CEO and CFO requested that we implement their chosen replacement system and go live for all employees in 90 days. This had never been done with the vendor's package before, but the challenge was accepted. A PMO was established, staffed and equipped. Two outside firms provided technical expertise where needed, under the control of a single Project Manager/Owner. All 19,500 employees received accurate paychecks on schedule and on time. The system is still in use today; in fact, the company now uses the entire suite of applications.

Technology Solution Packaging

A services company partners with a technology firm to deliver a joint solution to mutual customers. Neither company realizes that an integrated solution would meet the needs of more customers and sell more successfully. Compass provided counsel to reach a decision; advised the parties as a way of beginning development of an integrated offering and then led much of the work to deliver the ultimate solution to the market.

Competencies back to top

Information Systems Planning

Affecting all areas of operations, Compass guides management teams through steps and initiatives culminating in successful selection of new technology solutions.

Implementation Oversight Services

Monitor, manage and guide third-party installers to meet customer needs and budgets. Compass helps ensure realization of the benefits envisioned by the management team and often, the Board.

ERP Systems

When faced with aging financial and HR systems, C-level execs turn to Compass for advice and leadership. We examine the array of existing systems, identify alternatives, align internal factions, and generate broad support for appropriate sponsored changes.

System Negotiations

Contract reviews and negotiations with solutions providers result in balanced two-party agreements. Compass prepares subject-matter stakeholders for involvement in major systems projects.

Oversight Services

Organizations retaining vendors or external consultants to implement systems are often captive to the outside firm's methods. Compass oversight assures success and mitigates risks of systems change.

Systems Selection

Compiling a vendor universe, filtering qualified candidates, interviewing target "best fit" vendors saves time and money. Compass takes less than 90 days to qualify finalists, who compete for pricing and contract terms, resulting in successful, timely, cost-effective systems selections.

Project Management

Updating or upgrading company systems and workflows can be challenging. Compass will set up and lead a project management office (PMO), and provide soft leadership alongside key company leaders and managers. Collaboration leads to shared success.

Process Engineering

Loyal hard-working people are sometimes stuck doing work the same way they did in the 1990's (or the 80's…). Process workflow diagrams are developed by Compass and reviewed with stakeholders, examined for opportunities. New workflows are "invented" through collaboration. New work methods generate staff satisfaction and labor savings.

Solution Investing

Working with private equity firms, Compass evaluates potential investments, participating as a member of a due diligence team. Focus points may be assessing systems in use at the target company, or evaluating the target's technology solutions and market potential.

Corporate Website Content Management

Often, the key purpose of a web site – "putting your best foot forward" – is lost due to content-heavy text pages or a failure to maintain currency. Combining an understanding of business and market objectives with technology acumen and artistry, Compass assists customers with design and development.

References back to top

Compass delivers results by helping customers meet their technology ROI objectives.

• Our business is built almost exclusively on Referrals.
• Our clients refer us to their friends and associates.
• Sometimes, even to their competitors.
• 100% of our clients act as our references.
• Our reference list is not public. We are pleased to provide appropriate references when being considered.