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Comprehensive Upgrade Assessment

Accelerating Upgrades with 90% Cost Estimate Accuracy for a US Pipeline Company

Operational Enhancement

Our client is a major player in the US pipeline and terminal industry, handling over 6000 miles of pipeline and more than 100 truck terminals, making them one of the largest operators by volume. Specializing in the movement and management of various liquids and refined products, they wanted to transition from a heavily customized PowerBuilder version to the latest .NET version. This upgrade assessment required a thorough re-evaluation of their tailored processes to ensure compatibility and efficiency in the new system.

KEY RESULTS

90%

Cost Estimate

Accurate Cost Estimates for Upgrade Implementation

 

25%

Implementation Timeline

Reduction in Upgrade Implementation Time By utilizing key results of assessment

 

95%

Accurate Scope Catalog

Technical Customizations needed during upgrade implementation

Strategic Approach to Project Success

Our solution involved a structured upgrade assessment for the client’s transition from PowerBuilder to .NET, achieving accurate cost estimates, reducing implementation time, and defining technical customizations.

Advisory Servcies

Structured Approach to Upgrade Assessment

Navigating this upgrade assessment required a structured approach, divided into four key steps: Setup, Analyze, Define, and Validate. This method was guided by principles such as strategic alignment, cross-team collaboration, early engagement of business and IT users, leveraging user experience, best practices, and our accelerators.

Focus on Key Domains

Our approach focused on key domains, Business, Functional, and Technology, while being guided by program management tools and Cross Track Collaboration functions

Deliverables

Key deliverables included a target state architecture, scope catalogue, high-level design documents, and a detailed implementation plan, which covered a tailored approach, resource plan, assumptions, dependencies, risks, and cost estimates.

Transition Approach

Our approach was structured into phases, starting with set-up a vanilla target version which was used to map customized business processes to new system features. The next step was to map current business function and customizations and identify the change scope. We also planned user workshops and planning sessions to incorporate feedback. All this culminated in a defined roadmap and a detailed implementation plan for code upgrade as well as infrastructure changes. This was then finalized and validated by the stakeholders.

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Our advisory services will guide your operations and help you achieve your vision, considering all stakeholders. With extensive lifecycle, functional, and technical expertise, our experienced team delivers frameworks and guidance for building reliable and scalable commodity trading businesses.

Our Tailored Upgrade Assessment Approach

Key Takeaways

Our comprehensive upgrade assessment successfully addressed the challenges. Our team of experts incorporated user workshops, business process mapping discussions, and a top-down analysis approach throughout our upgrade analysis. We successfully integrated these insights by not only developing a roadmap for a new custom .NET solution, but also upgrades needed for the infrastructure and several standalone solutions in PowerBI and .NET report designers to tackle the PB report distribution complexities, which seamlessly connected with S21 to meet our client’s needs. Additionally, we implemented a comprehensive change management tool from the beginning, which supported code integration, automation, change management, and evidence tracking. These strategies significantly enhanced our ability to deliver effective and efficient upgrades.

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