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Collier & Associates brand mark featuring the core services: Business Transformation; Enterprise Systems; AI-Enabled Execution.

Endowment & Foundation Outsourced-CIO Investment Firm — $10.2M OpEx · Interim CIO, Phase A (6 Months, Full-Time)

Client Challenge

  • Rapid growth was straining operations, systems, and employee morale — with no internal development capability

  • Manual, paper-based processes were causing delays and errors in core workflows

Client Solution

  • Agile/Scrum: Persuaded the Partners on the merits of Agile; instituted Agile/Scrum DevOps within 1 month

  • Mentoring: Mentored the internal software development team to autonomous independence — under the model instituted, the team delivered web applications streamlining operations and reporting within 2 months and was operating autonomously by 3

  • Document Management: Replaced manual, paper-based processes with Electronic Document Management on MS SharePoint within 4 months; implemented K2 workflow and OnePlaceMail

Client Impact Results

  • Agile/Scrum stood up in 1 month; web application delivery in 2 months; self-sufficient dev team in 6 months

  • SharePoint EDM live in 4 months

  • Two developers stood up and mentored here later founded Solovis, portfolio management software acquired by NASDAQ in March 2020

Client Technologies

  • Agile/Scrum DevOps operating model (engineering operating model only — no application development by the principal)

  • MS SharePoint 2010 Electronic Document Management; K2 Workflow; OnePlaceMail

It was a pleasure having Andy as part of the team for the past year. He understood our data management needs and responded with a solution that is timely and flexible. Working with our employees he implemented the Agile methodology, assembled, and mentored the team, and laid out the framework for implementation that now allows the team to go forward alone. Kudos. Andy transitioned from the IT Team, and conducted an in-depth study of Investure’s operations, providing us with specific areas and recommendations for improvement. The information will be vital for developing the IT roadmap for improving core processes. While not the best business proposition for Andy, the highest measure of success for a consultant is working a way out of a job.

Alice Handy, Owner & Chief Investment Officer

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