Agile Programs

Introduction: We offer data integration for seamless business operations! Our service includes: - Custom dashboards and regulatory reports - Automation of financial transactions - Safety programs and GAP assessment - Business process improvement And we do it all with software you already own and know how to use: Microsoft Excel! Thank you, Deirdre O'Hearn, MBA Certified WBE Partial list of clients: * BP * Shell Oil Company * Hess Corporation * Service Corporation Intl (SCI) * Pricewaterhouse-Coopers * The Seabury Group * Gulf States Toyota * Hilcorp Energy Company * Emerald Homes * Friedkin Companies, Inc. * GST Transport LP * Wilbur-Ellis Companies * Robert Half Technology, Inc. Partial list of projects: * Safety compliance system Client: Large oil and gas company - Develop application that enables staff worldwide to submit reports on full range of safety compliance; reports provide management with opportunities for improved safety - Savings: Improved safety, reduced distribution reports, summarized reporting * Safety course requirements Client: Major oil company - Created safety matrix and course schedule designed to advise on-site and staff personnel to review required and optional safety courses - Matrix is available on the internet, as well as email distribution - Savings: Improved safety, enhanced value of courses * Consolidated and subsidiary tax reporting Client: Major oil company - Prepared consolidated tax return with details in 450 accounts for 220 subsidiaries in multiple files - Returns were prepared for individual companies and then various aggregations, including by company function, ownership and region - Records were kept for both book and tax records - Value results: Staff reallocation, reports submitted timely, improved data quality, decreased handling * Oil sales reporting system Client: Midsize oil and gas company - Using production, pricing and invoicing information from different systems, individual oil well sales are automatically calculated for upload to proprietary corporate system, as well as multiple state authorities - Automated regulatory reports include severance taxes, govt royalties, exempt reports and county reports - Value results: Reduced headcount, over-payment recoveries, error reduction, streamlined processing * Oil and gas economics conversion system Client: Large oil and gas company - Developed program to convert individual economics cases, from OGRE to PEEP, both proprietary oil and gas software systems - Cases included NPVs and summary values, followed by annual production for the life of each well - Custom CSV and text files were created for automated import of multiple cases - Value results: Elimination of temp staff to re-enter details for thousands of cases * Fulfillment billing system Client: Automobile distributorship - Automated invoicing created for product/service packages sold to dealerships for distribution to consumers - Data from fulfillment house on distribution of package types and counts is compared to pricing data and in-house records - Invoices are generated along with detailed backup by dealership and region Value results: Enhanced revenue and cash flow, timely billing, reduced exception handling * Product profitability system Client: Funeral homes and cemetery company - A complex product mix of niches, caskets and estates had been further complicated by hundreds of small acquisitions of privately owned businesses - Without access to profitability data for prioritization , cash disbursements could not be effectively applied - Reports created through new system compared sales and planned expenditures with overall and product type profitability, cash coverage and completion statistics - Value results: Improved profitability, better cash flow controls, improved market response * Cash and bank management system Client: Corporate headquarters - With 88 subsidiaries, 7 banks and constant changes in the corporate structure, aggregating bank activity is difficult - New system provides reports on both banks and individual companies - Transactions, internal and external, debits and credits are consolidated to maximize cash flow and short term investments - Value results: Improved return on investments, reduced external borrowing, optimized cash flow Automate and reduce costs: - Integrate multi-source data - Reduce burden on time-sensitive staff - Decrease transaction and processing time - Decrease decision making time Simplify and increase productivity - Eliminate manual data gathering - Capture transaction processing - Automate complex regulatory reports - Streamline program management Improve controls and audit support - Support global procurement initiatives - Support Sarbanes Oxley requirements - Identify exceptions programmatically - Build validation tools and crosschecks