Klein Consulting Group was engaged to assist LPL Financial with a number of project enhancements and stability issues. KCG first analyzed and documented their existing systems and supplied a detailed list of improvement recommendations.

LPL Financial requested KCG assistance with troubleshooting the complex flow and logic in their Stellent IBPM Process maps that included 11 Workflow Processes, 574 Workflow Events, 312 Workflow Package Fields, 47 Custom Forms, 833 Process Profiles, 205 Work Queues, 2258 Routing Rules and 301 Custom Scripts.

KCG developed custom modifications for the Stellent IBPM Process forms and scripts to support business changes necessitated by the upgrading of their Captiva InputAccel Capture software. KCG has also developed a custom IBPM image / meta-data extraction tool. KCG continues to assist LPL Financial with troubleshooting Stellent IBPM system issues.

“At The Largest Home Improvement Retailer in the World, Adam recognized that the content management technology needed to be treated as a new I.T. core competency, not just a single project to be delivered. He worked closely with Senior Management from I.T. and the business units since a critical aspect of successful solutions is interdepartmental cooperation and coordination.

Adam initiated the creation of the cross-functional Imaging Services Group that identified, prioritized and rolled-out numerous applications while working side by side with the business users every step of the way. The Imaging Services Group exceeded all business benefit projections for their projects. The G&A improvements that the company gained and service turnarounds for our vendor partners were dramatic. In forming the Klein Consulting Group, Adam has assembled a similar mix of resources that allows them to deliver superior solutions and services focused on the customer.”

Ron Griffin
Griffin, Anderson & Company