Private Equity Permanent CIO

Background

Situation

Omniflight Helicopters, based in Addison, Texas, had a fleet of about 100 helicopters and fixed-wing aircraft with operations in 18 states with 75 base operations and 2000 personnel. Owned by Wind Point Partners, the organization lacked technology leadership required to deliver compliant, integrated systems.

Scope of Work

Objectives

The top three objectives were to update the financial system (Great Plains) to the current version, implement a new dispatch/charting/billing system and deliver a business intelligence system for robust reporting.

Critical Initiatives

Three Business Imperatives

The Financial system was three releases behind and would be unsupported in 90 days. We were able to migrate to the current version in 6 months – going through each version release, focusing on data integrity with each release. Once data was migrated to the current version and the chart of accounts was in place, all reports were defined and delivered.
ERP for Air Medical encompasses dispatch, patient charting and patient billing. Integration between these three critical business functions is paramount. To minimize capital expenditure was a key tenant so the ultimate solution was Golden Hour software.
Business Intelligence became the most powerful tool to support the management team on making informed business decisions, but also to quickly respond to information requests from prospective buyers.

Outcome

Success

These priorities were critical to prepare the company for change of control. All three objectives were accomplished on time, on budget and exceeded the expectations of the business stakeholders. The Business Intelligence tool was so coveted by the acquiring company, they retained our services an additional 6 months due to my extensive business understanding and insights.

ENGAGEMENT DETAILS

SERVICE TYPE

Permanent CIO

INDUSTRY

Consumer Products Retail

OWNERSHIP

Private Equity Owned

FOCUS AREAS

Inventory Management · Sales Forecasting · Gross Margin Reporting · Workflow Solutions

KEY OUTCOMES

Accurate gross margin & backlog reporting

Inventory management solution implemented

Item attribute capture system deployed

Improved sales forecast accuracy

Workflow & project prioritization system live

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