Project Execution
Excellence…we’re on it!
A Little Background on Onit Management Consulting,and How We’re Different
Edward Byers
Partner | Lead Consultant
edward.byers@onitmc.com
Tel: 206-257-2233 x101

Charlotte Franklin
Partner | Lead Consultant
charlotte.franklin@onitmc.com
Tel: 206-257-2233 x102
www.onitmc.com

Who we are• Small (but feisty) boutique consulting firm
• Puget Sound area based• Owned and run by experienced consultants – experts whohire experts• Certified 100% Minority- and Woman-owned BusinessEnterprise (MWBE) by State of WA (#M3M0023450)• Certified SBE (SCS) by King County (#2122)• Federal DBE Certified (#D3MF0023450)• Graduates of the PortGen-Port of Seattle Accelerator Training
Program• Graduates of Goldman Sachs “10,000 Small Businesses”(10kSB) program• 10 years of service to the institutions that keep theWashington community strong!

Our Services: Communications at the Core
Project and Program
Management
Technology Deployment andBusiness Transformation

Continuous Process Improvement(CPI)
Process Mapping, Design, andImprovement

Organizational ChangeManagement (OCM)
Readiness, Adoption,Consumption

Instructional Design (ID)Training Strategy; Curricula;
eLearning/in-person/hybrid
content development

Leveraging Project and Program Management, Continuous Improvement, OCM, Instructional Design, andCommunications tools and frameworks to help clients solve business problems and drive resultsOur Business Model: Solution-Based…

Start with YOUR
project goals…build the rightteam in the rightproportions…provide theright services at
the right time

This is not just staff augmentation!

…at acompetitive rate

Our Mantra: Maximizing Value for our ClientsGreat people!
• Senior practitioners with atleast 15 years ofexperience• All with advanced degrees
and multiple professional
certifications• “Big 4” senior level talent
at small firm practitioner
price

Versatility and Creativity!
• All consultants qualified andcertified in two or morebusiness areas (PM, OCM,CPI, ID)• Applying the best, mostpractical tools and approaches
for each individual project• Practical problem solvers withclient-side and consultantside experienceWe’re Onit…Our People
Managing Partner Edward Byers, PMP, SSGB:

25+ years in Project and Program Management

Managing Partner Charlotte Franklin, MSc, ACMP:

25+ years in Communications, Event Management, and Organizational
Change Management

Experienced team of Onit Consultants:
Min 15 years as credentialed experts in Project and Program Management,Training, Process Improvement, OCM, and more

Our Clients Include…

Some ofourprevious
projects…

Data Governance
Strategy and OCM

Project Management
Methodology
Development andOCM

GIS Application
Process Improvement
and OCM

SharePoint Migration
Planning

Business Diversity
Management System
Project Management
and OCM

Facilities Expansion
Strategy

Access Control
Technology
Infrastructure
Deployment

Corporate
Compliance Process
Improvement

Sales Training
Conference Content
Strategy andDevelopment

Merger andAcquisition IT
Platform Integration

Disaster Response
Strategy and OCM

Field Safety
Equipment Change
Process Improvement

case studies

www.onitmc.com

County Hazardous Waste Program needs standardized ProjectManagement Methodology
PROBLEMSOLUTIONRESULTS•Program is staffed byteams from multiple
agencies and has nocommon processes fordelivering projects.
•Projects are difficult toconsistently manage,
measure and report on.
•Inefficiencies contributeto cost overruns andmissed opportunities.

• People: Work closely with program
stakeholders to assess team project
management needs; create and deliver
engaging program to build project
management skills; build a “community ofpractice” around project management.
• Process: Create integrated, streamlined project
management methodology adapted to theProgram’s unique work.
• Tools: Build a series of easy-to-use,
interchangeable templates to enable projectdelivery via the new project management
methodology.

•Nearly 100% of the staff
targeted for skills improvement
participated in formal project
management training classes.
•A critical mass of targeted staff
participated in peer-led followup activities (“community ofpractice”).
•Survey data shows a significant
increase in key project
management skills, and good
adoption of the new tools andprocesses.

Power Utility Needs Network Drive Governance and Data MigrationPlanning
PROBLEMSOLUTIONRESULTS•20-year-old network drive
has no governance or filesystem architecture.
•Rampant duplicate andobsolete data, andinconsistent file-naming andfolder management
practices, have rendered
drive virtually unusable.
•Data is frequently “lost” on
the drive.
•Division is out of compliancewith agency records
requirements.

• People: Create stakeholder team to provide
business requirements for new network drive
structure. Gather input on information flow
between teams. Create education and training
plan to support migration to newenvironment.
• Process: Develop new processes around fileand folder naming, information sharing andfile workspace ownership.
• Tools: Architect a folder structure based on
information flow rather than organizational
divisions; introduce file management tools
such as Treesize Pro and advanced Windows
Explorer features.

•Users are trained in new
network drive architecture anddata management practices
built around their business
requirements.
•Users earmark up to two-thirdsof existing data as obsolete or
unnecessary for migration.
•Users migrate relevant current
data into clean new filestructure.
•Division moves into
compliance with agency
records requirements.

Transit Agency Needs “Re-imagining” of its SharePoint implementation
PROBLEMSOLUTIONRESULTS•Agency runs on
SharePoint 2010, forwhich vendor support willsoon end.
•Absence of governancehas created vast variationin SharePoint use
practices across theagency, and aproliferation of sitecollections and duplicate
documents.

• People: Empower teams with the skills and resources
necessary to use built-in SharePoint capabilities toimprove business processes.
• Process: Develop a SharePoint migration plan that
integrates technical requirements with businessneeds and includes a robust post-migration adoption
program to build organizational capacity.
• Tools: Architect a cloud-based SharePoint
environment built around agency business processes
and records management policy, rather than aroundorganizational units.

•Migration to SharePoint
Online becomes anopportunity to mineincreased value byimproving businessprocesses.
•Agency staff can gain theskills and support
necessary to improvecross-org practices.
•Technical solution
becomes focused aroundbusiness productivity andcompliance.

$50M Facilities Expansion Proposal Requires Multi-Party Board
Presentation for Approval
PROBLEMSOLUTIONRESULTS•Healthcare client
facing severe space
shortage must get
speedy approval by
Board of Directors for
new facility plan.
•Proposal must becomprehensive andrequires involvementof several disparate
external stakeholders,
who are not aligned
on schedule orrequirements.

•People: Representatives from each stakeholder
company are formed into a project team,communicating directly with each other rather than
only through client’s representative.
•Process: Board Proposal treated as a project, withexpectation that project team members work together.
Their goal is no longer each fulfilling terms of theirindividual purchase orders for standalone deliverables,
but participating in a successful overall project delivery.
•Tools: Standard project management tools andmethodologies are implemented: Project Schedule,
Responsibility Assignment Matrix, Action Item List,
recurring Core Team Meetings, Project Status reporting;alignment is created between previously unconnectedstakeholders.

•Comprehensive Board
Proposal is produced
ahead of schedule•Key relationships
developed between
stakeholders, that willassist in the constructionof the new facility.
•Board Proposal project
creates a framework toserve as starting point forthe construction project.

Fortune 50 Client Needs Standardization of Conference Delivery
Processes
PROBLEMSOLUTIONRESULTS•Delivery method for key twiceyearly training event isundocumented, labor-intensive,process-bereft, and cannot bescaled•Intellectual property regarding
the event resides only between
the ears of contractor resources•Executive leadership pushingfor larger events with moremoving parts, executed withLESS funding – a clarion call for
more effectiveness andefficiency by the project team•People: Educate client and contractor
resources on the value of disciplined processexecution; use Lean framework to facilitate
informal reviews with SMEs
•Process: Interview SMEs to capture initialprocess improvements, then leverage Lean, Six
Sigma and PMI-PMBOK techniques to refine
further.
•Tools: Create process map showing efficiencies
gained; create “friction” map highlighting
project areas under stress (blockage points);
document project risks; create “playbooks” forkey deliverables; other planning and analysis
tools to assist program leadership•Project team and project
leadership aligned around asingle delivery framework forthe event.
•Event delivery made more
effective and efficient byeliminating ad hoc processes
and methods for each
iteration•New delivery framework is
documented, reducing risks
associated with staffingchangesStart-up Software Firm Challenged by Rapid Growth
PROBLEMSOLUTIONRESULTS• Lack of communication
between departments
creates friction• Lack of organizational
discipline impedes execution• Lack of project ownershiphinders projects• Project teams lackunderstanding of businessfinancials• People: Behavior modification to create
project manager accountability within
the organization• Process: Implementation of projectframework, project documentation
requirements, and project “gates”
concept• Tools: Rollout of MS Project; creation ofproject dashboard; implementation ofproject metrics for measurement ofproject performance; consistent andobjective reporting standards created forproper program portfolio analysis• Firm quickly grows from 300
people to 1600+ while
maintaining project discipline• Firm is able to acquire andsuccessfully integrate
operations of a larger
competitor• Business delivery
methodologies prove to bescalable, supporting growthGlobal Infrastructure Manufacturer Struggles to Service its
Start-up Customer
PROBLEMSOLUTIONRESULTS• Global infrastructure
manufacturer knows its
start-up customer isunhappy with its support• Project costs are out ofline, and theengagement margins /profitability are below
the manufacturer’sexpectations• Manufacturer’s project
managers are“experienced but notmature”• People: Creation of a customer-focused project
culture of planning instead of reacting• Process: Align project team on standard project
management practices and procedures; creation andenforcement of change control procedures• Tools: Implementation of standard project
management documents and objective project
performance metrics (Earned Value)• Project Management
Office is restructuredand refocused• Project plan, forecast
and actuals becomealigned• Productivity improves• Client satisfaction
increases• Engagement profitability
increases

In Our Clients’ Words…
As the Supervisor for the Applications and Platforms team at Sound Transit, it was a pleasure to work with the team at Onit to help
us assess our needs for migrating SharePoint on-premises to the Office 365 platform. The Onit team exceeded my expectations.
Their professionalism and ability to really understand the needs of the Agency produced a final work product that vastly improved
our understanding of the Agency's needs for the migration. I would highly recommend Onit for any SharePoint relatedrequirements.”
Sean Cantellay | Supervisor | IT Platforms and Systems Administration | Sound Transit“With their combination of communications savvy and strategic
program management methodology, Onit brings a uniqueperspective to S4’s delivery process. Onit is helping us ensure
our processes are scalable, reliable and repeatable...As anadded bonus, the entire team is just a pleasure to work with!”
Ena Reynen | Business Program Manager | MicrosoftI am very impressed with quality of work provided by the Onit
team and the clear and professional manner in which it iscommunicated…. It’s wonderful to work with them and I am
grateful for the extra effort and quality service provided.”
Kimberly Flin | ITSD Project Management Office | Seattle CityLight

“It is my pleasure to recommend Onit for any project requiring diligence, detail, follow-through andsuperbly written executive level communications. Charlotte…within days began to absorb the culture,communications style, and hierarchy to better target and deploy her skills appropriately. Her articulateverbal communications, quality of work and pleasant demeanor really helped to bring teams together andaccelerate quality results.”
Tom Hebner | Director, Facility Services | Premera Blue CrossRecapping our Strengths
CompleteSolution• Single delivery methodology adapted specifically for your environment• Proven project delivery frameworks (Lean, Six Sigma, Prosci, ADDIE, and
PMI standards)• Commitment to excellence in project delivery

Teamwork• Our experts working not just for you but also with each other• Short or long-term engagements with resources mapped to your needs –flexibility to suit your project• Budget-friendly; not required to fund a full-time resource on small projects

Accountability• Your engagement managed by a senior partner in the business• Every project has agreed goals and metrics• Knowledge transfer: work underpinned by templates, reports and otherdocumentation, leaving you with reusable materials

How can we help you?
www.onitmc.com