Data Record Clean-up Planning + Execution + Experience = Success Planning + Execution + Experience = Success

NAICS CODES 334111 through 334614, 541330, 541711, 541712

Analysis and Data Integrity – – The mere thought of converting legacy case records is enough to Analysis – – most The mere thoughtChief of converting legacy case(CIO). records strike fear and in theData heartIntegrity of even the courageous Information Officer It is enough not just to

 PMP Certified Project Managers  Small Business

strike in the heart of even thePoint mostAcourageous Information (CIO). It is not about about fear moving case records from to Point B; Chief it is about makingOfficer that move without thejust operamoving case missing records afrom Point to Point B; it is about making that moveand without areas tional areas step. It isAabout conserving business processes case the andoperational financial data missing step.on It istoabout conserving business processes and clients, case and financial that reimburseare relied on that are arelied pay claims, measure outcomes, service and obtain data Federal to pay claims, measure outcomes, service and obtainInevitably, Federal reimbursements. It is about ensurments. It is about ensuring that there is no clients, lost productivity. it is also about overcoming the ing that there is notolost productivity. Inevitably,comfort it is also about overcoming the of reluctance reluctance of some abandon the predictable of the old for the potential the new. of some to abandon the predictable comfort of the old for the potential of the new. It is also about opportunity – opportunity to establish more effective, efficient systems and maximize It is also about opportunity – opportunity to establish more effective, efficient systems and maximize scarce IT funds by eliminating redundant records, correcting case information, integrating family rescarce IT funds by eliminating redundant records, correcting case information, integrating family records, and better managing financial data. cords, and better managing financial data.

RECOGNITION & AWARDS

The Solution The Solution

CERTIFICATIONS

 CMMI Level 3 Maturity  ISO 20000  New York State Minority Business Enterprise

 Food & Drug Administration (FDA) Commissioner's Special Citation, FDA Center for Drug Evaluation & Research

 Aviation Safety Award, National Aeronautics & Space Administration (NASA)

 Center Team Award, NASA  Group Achievement Award, NASA

 Executive Director Recognition, U.S. Department of Homeland Security

 Best of New York Award for Best Practice in IT Infrastructure Management Human Services Enterprise Network, Center for Digital Government

 Best of New York Agency Award for Technology, Center for Digital Government

 Administrator’s Award for Excellence, U.S. Small Business Administration

 Best of Fairfax Award, U.S. Local Business Association (USLBA)

 Excellence in Technology Award for Green IT, City of New York

CONTACT US Charles Farris Director Business Development 646.461.3365 [email protected]

Planning – In In most mostcases, cases,case case record clean-up is performed in concert withconversion a data record datadata clean-up is performed in concert with a data effort. Whether a stand-alone or part of a data conversion it allconversion begins with effort, planning. PSI conversion effort. Whether project a stand-alone project or part ofeffort, a data it all sees planning as the most critical to the of any component case record to clean-up and converbegins with planning. PSI seescomponent planning as thesuccess most critical the success of sion effort. record During clean-up the planning all technical must beplanning considered – details such as the any case andphase, conversion effort.details During the phase, all technical tools to be used, data mapping, site preparation, system and performance testing, opportunities or redetails must be considered – details such as the tools to be used, data mapping, site prepaquirements for parallel operations, data synchronization, and cutover procedures. ration, system and performance testing, opportunities or requirements for parallel operations, fail data and cutover Many to synchronization, realize that technical details are procedures. only part of the planning effort. Other critical details to consider timing of the event, training management, acceptance testing, Manyinclude fail to the realize that technical details requirements, are only part change of the planning effort. Other critical and full integration. details to consider include the timing of the event, training requirements, change manageThe availability of Subject Matter Experts (SMEs) in the planning stage is key to the success of case ment, acceptance testing, and full integration. record clean-up. It is necessary for these SMEs to understand not only the data, but also the systems The availability of Subject Matter Experts (SMEs) in the planning stage is key to the sucand processes that use, manage and transport the data. Too often, knowledge workers are pulled from cess of case record clean-up. It is necessary for these SMEs to understand not only the their daily assignments to assist in the data clean-up and determine that the effort is much larger and data, but consuming also the systems and processes more time than the original estimates.that use, manage and transport the data. Too often, knowledge workers are pulled from their daily assignments to assist in the data cleanSolid planning and an intense data clean-up ensure only accurate and current and finanup and determine that the effort is mucheffort larger and that more time consuming than case the original cial data are converted. Even with the best planning, however, a conversion effort occasionally encounestimates. ters challenges. Prudent risk management planning before the conversion event can eliminate roadSolid planning intense data clean-up effort ensure thatoperations only accurate and current blocks to successand and an ensure a safe recovery and continued business in the event of failure. case financial data are converted. with the best planning, however, a conversion A welland thought-out contingency plan and theEven availability of SMEs to assist should a manual effort be required keep negative encounters impacts to a minimum. effort occasionally challenges. Prudent risk management planning before the conversion event can eliminate roadblocks to success and ensure a safe recovery and conExecution – Trust the plan and manage the project with proven processes and methods. Have the tinued business operations in the event of failure. A well thought-out contingency plan and subject matter expertise available and committed to the success of the project. Be prepared to execute the availability of should SMEs problems to assist be should a manual be required any fall-back plans encountered witheffort the clean-up effort. keep negative impacts to a minimum. Experience – PSI has impressive credentials in data clean-up and data conversion activities. Execution – Trust theperformed plan and these manage the project proven processes and methods. We have successfully functions for a with variety of clients, including: Have the subject matter expertise available and committed to the success of the project. Be  U.S. Department Veterans plans Affairsshould (VA) problems be encountered with the clean-up prepared to execute anyoffall-back effort.  U.S. Food and Drug Administration (FDA)  U.S. Department of Homelandcredentials Security/U.S.inCustoms and Border Experience – PSI has impressive data clean-up andProtection data conversion activities.WeU.S. haveDepartment successfully performed these functions for a variety of clients, including: of Education 

New York State Office of Children and Family Services



New York City Administration for Children’s Services

Preparing for and executing clean-up efforts can be exciting, rewarding, and nerve wracking events. They are the culmination of exhaustive efforts to improve an organization’s quality and accuracy of data which, in turn, impacts adherence to the Federal reporting requirements.

Planning + Execution + Experience = Success The right plan, executed properly, by experienced professionals ensures success. PSI has the proven technical skills and subject matter expertise to successfully support your data clean-up projects. PSI has been independently assessed by a Software Engineering Institute Lead Assessor at Capability Maturity Model – Integration (CMMI®) Level 3, ISO 20000 and has incorporated the associated disciplines and practices in all of our projects. The longevity and expansion of our client relationships is testament to our success and a validation of the formula described above. For more information about our services, please contact Charles Farris in New York at 646.461.3365 or at [email protected]