We improve the performance
of processes, people and technology.

Success Stories


Management Consulting

IT consulting you can trust!

Performance Measures and Metrics

Problem: The Governor's Budget Office, Office of Performance Improvement (OPI) announced an implementation of a new policy surrounding the development and reporting of Performance Measures to the citizens of Pennsylvania. The policy included an overarching goal of aligning the state agency performance measures to defined objectives that will measure both outputs and outcomes. To prepare for the impending policy change, one of the state agencies needed to develop output and outcome objectives, define reporting structures, and establish internal policies, procedures, and processes surrounding the execution of the new reporting standards.

Solution: Momentum worked closely with management and accounting personnel to assess current reporting methods and gather requirements for internal policy/procedure changes. Additionally, Momentum worked with agency executives to develop strategic output and outcome measures that followed SMART goal principles. With measures developed, Momentum was able to offer recommendations for redefining reporting policies, procedure, and processes to deliver SMART-based performance measures to the citizens of Pennsylvania and, in turn, align to the OPI initiative. Throughout the effort, Momentum collaborated with the OPI to research and fully understand the implications of the impending reporting policy changes.

Strategic Facilitation

Problem: The Educational Resources Group of a State Education System needed facilitation and consultation to aid in the strategic direction of a System-wide virtual university.

Solution: In the six month project, Momentum worked with the Virtual University Blue Ribbon Committee comprised of key decision makers from all of the State System universities to gain consensus on what their collaborative e-learning presence will be. With all universities present, Momentum was able to utilize best practice facilitation techniques to allow for each university to have input into the direction of the virtual university while, at the same time, providing direction to keep dialog on task to meet the overall goals of each meeting. Additionally, Momentum provided support in the research and development of a Strategic Marketing and Public Relations Plan that was based on industry best practices and current practices of leading online universities. At the end of the engagement, the Blue Ribbon Committee successfully submitted a Virtual University business plan to the Chancellor of the education system and its Board of Governors that represented a fully adoptable Virtual University system for all of the State System universities and a strategy for statewide adoption by students and their families.

IT Balanced Scorecard

Problem: A leading health insurance provider that services over 20 counties in central Pennsylvania and the Lehigh Valleys for the past 70 years maintains an IT infrastructure that is diverse and complex, supporting a staff of 2,300 spread across several locations was in need of streamlining IT consulting objectives.

Solution: The provider contracted Momentum to assist in the identification, prioritization, and management of key projects to most effectively utilize IT resources and to add strategic value to the organization. Additionally, Momentum, being an experienced IT consulting firm, conducted Balanced Scorecard Team meetings to document Values, Vision and Strategies and mapped IT Department initiatives to achieve specific Objectives. They built on their efforts by guiding the team through the development and refinement of Objectives and Measures related to Strategies, and identified existing initiatives that do not support strategic objectives. With Momentum's support, the provider successfully implemented a Balanced Scorecard that can be consistently applied to the IT organization to effectively manage the execution of IT strategies. Additionally, objectives and measures can be used by IT management to frequently and accurately assess progress towards the execution of IT strategies.




Process Improvement

Process improvement success stories

Business Analysis Projects

Problem: A State environmental department has a robust information technology department that consists of multiple IT systems and was in need of a Project Management Methodology (PMM) consistent with the State and the Project Management Institute.

Solution: Momentum was contracted to establish a PMM. Reaping the benefits of this PMM, the department decided to reach out to Momentum, Inc. again to integrate a new resource class and best practice into their existing PMM and SDLC methodologies— business analyst.

In order to work with the department to integrate business analysis best practice, the State environmental department enlisted the help of four Momentum contracted business analysts to work alongside department business analysts on four distinct projects. The team was able to determine areas in need of process improvement. At the end of this work cycle, Momentum, Inc. provided a facilitated lessons learned session to the department. Stakeholders in attendance at this lessons learned were:

  • CIO
  • Momentum, Inc. Facilitators
  • Momentum, Inc. Consultants—BAs Assigned to Projects
  • Developers
  • Quality Assurance Analysts
  • Help Desk Technicians

Deliverables as a result of this engagement included the following:

  • As-Is Process Document—Multiple Projects
  • To-Be Process Document—Multiple Projects
  • Business Requirements—Multiple Projects
  • System Requirements—Multiple Projects
  • Requirements Traceability Matrix
  • Lessons Learned Facilitation
  • Lessons Learned Interview(s)
  • Lessons Learned Survey(s)
  • Lessons Learned Data Analysis
  • Business Analysis Mentoring
  • Options Analysis—Next Steps for Integrating the Business Analyst Into The Department

The State environmental department realized several benefits as a result of this project. Not only was the effort extremely solutions-driven, but conclusions were made to identify areas for process improvement. Following are a list of prioritized project benefits:

  • 95% Satisfaction After Lessons Learned Facilitation
  • Stakeholders Had Open Forum to Present Problems and Solutions
  • Stakeholders Received/Gave Feedback on Business Analysis Process
  • CIO Received Top 4 Issues List
  • Top 3 Business Analysis Templates were identified for Standardization

National Electronic Disease Surveillance System (NEDSS)

Problem: The NEDSS Project is a critical surveillance and bioterrorism system for the State. A State health organization needed a review of the existing state deliverables-based Statement of Work for the NEDSS RFP and to lead the development of detailed system requirements and a deliverables-based RFP.

Solution: Momentum developed a deliverables-based RFP that focused on the establishment of measurable tasks in the following areas:

  • Project Management
  • Transition Planning
  • Release Management
  • Training and Outreach
  • Support & Maintenance
  • Knowledge Transfer

Momentum's efforts included:

  • Review and validation of state standards, directives and mandates
  • Gathering, assembling and synthesizing data to allow for the refinement and clarification of NEDSS acquisition measurement and performance standards
  • Incorporating feedback from the stakeholders and administrative offices

Functional Analyst Support Services

Problem: A federal agency needed Functional Analyst support for the Supply Chain Management System (SCMS) project.

Solution: The Functional Analyst leads all planning and requirements meetings within the current SCMS development and in workgroup meetings to develop policy questions for future enhancements to SCMS. The Functional Analyst provides expertise to the project manager in preparing and delivering briefings to management/officers on SCMS objectives, performance, and accomplishments. The Functional Analyst provided by Momentum plays a key role in estimating budget/time needed to perform SCMS project objectives for all Function Analysts on the project. Other important roles include working closely with programming and database leads in researching cost effective Commercial Off-The Shelf (COTS) solutions for SCMS project requirements, and analyzing effectiveness of current technologies in meeting project needs. The Functional Analyst is also the lead role in performing quality assurance testing of the SCMS application, ensuring usability standards are met, and a growing focus on 508 compliance. Additional responsibilities include mentoring organic staff in the Functional Analyst role. Momentum manages functional requirements, mock-ups of new interfaces, logs/maintains a list of future requirements and is fully proficient in the technologies involved in the management of these tasks. In addition, Momentum is familiar with the quality analysis testing methodology and procedures needed for the rapidly evolving SCMS application.




Project Management

PA Project Management Professionals

Project Management Office

Problem: A leading insurance provider was in need of accomplishing the long-term goal of providing an on-going process for balancing its IT project investments.

Solution: Momentum was able to help achieve this goal through objective, multi-dimensional project portfolio decision criteria and management practices. The initiative helped ensure a winning mix of IT projects across the entire portfolio as well as maximize business benefits and a competitive advantage through the strategic allocation of both IT and business unit resources.

Momentum provided the following services:

  • Project Management Office (PMO)
  • IT request management process
  • Project management methods
  • Multi-level employee training
  • Project governance

Benefits realized:

  • Improved project visibility
  • Provided main source of information for all existing initiatives and potential investment opportunities
  • Prioritized projects that support strategic goals
  • Maximized project investment as well as minimized project risk
  • Reduced project redundancies
  • Enhanced Resource management
  • Improved collaboration, staff production and communication
  • Provided common reporting mechanisms as well as gating mechanisms for budget allocations with early warning metrics

Commonwealth of PA Project Management Services and Grant Administration Project

Problem: A State health organization needed consulting services to support the continued maturity of the Portfolio Management, Architecture Review Board, PA Project Management Office (PMO) and Requirements Management processes.

Solution: Momentum successfully supported the PMO's ongoing implementation of a proprietary Project Management Methodology (PMM) that is based upon the PMBOK®Guide and leverages best practices from the Governor's Office of Administration, Office of Information Technology (OA/OIT) Enterprise Project Management Framework and Business Solutions Center of Excellence. In addition, Momentum enforced adherence to the PMM to ensure award and distribution of funds from the Centers for Disease Control (CDC) and Health Resources and Services Administration (HRSA) grants. The adherence to the PMM also contributed to the department's mission to meet the needs and demands of the dynamic nature of Public Health by providing top-quality programs and services that benefit the health, safety and well-being of all Pennsylvanians. This collaboration with the Commonwealth of PA Project management team, while adhering to established methodologies and maintaining public health and safety, was truly a reason for success.

Momentum provided the following services on this project:

  • Support and mentoring to the department's IT Project Managers in their use of the PMM
  • Evaluation and tracking of multiple CDC and HRSA grant funded projects
  • Assistance in the Clarity Software Application pilot
  • Development of detailed program plans and risk mitigation strategies
  • Development of estimates for the enhancement and development efforts in planning, analysis, design, construction, testing, and implementation
  • Planning, organizing, prioritization, and management of multiple work efforts across application teams
  • Served as the primary point of contact for all program-related issues and resolution of issues
  • Served as Project Manager and subject matter expert for the implementation of Rational RequisitePro requirements management

Public Health Information Systems Project

Problem: A state health department was in need of Strategic and Project Management consulting to facilitate the cross-functional effort to identify, document and implement process and infrastructure/technology improvements related to their Public Health Information Systems (PHIN), in cooperation with the Federal Departments.

Solution: Momentum designed and implemented a cross-functional PHIN Systems requirements assessment tool that has been used by multiple states and state jurisdictions to map PHIN V1.0 functional Requirements to PHIN V2.0 functional Requirements. Momentum also participated in the design of the Public Health Information Network (PHIN) Systems Security and Availability Self Assessment tool that is now utilized for PHIN Certification on a National level. Momentum supported and performed workflow redesign activities that resulted in the development of an IT Security Manual for PHIN Security Certification for the State Information Technology department that includes:

  • Organizational and Position Roles and Responsibilities
  • Personnel Security Guidelines
  • Physical Security Guidelines
  • Identification Processes and Procedures to include visitor documentation and access control management
  • Access Control Guidelines
  • Area Control Guidelines
  • Document Control Processes and Guidelines
  • Media Control Processes and Guidelines
  • Materials Handling Processes and Guidelines
  • External Protection of Documents and Media Guidelines and Processes
  • Information Loss and Disclosure Guidelines




Implementation Support

Excelling in systems analysis

Uniform Voter Registry

Problem: A Pennsylvania state agency wanted an additional voter registration system that could be shared with county voter registration offices that would allow them to access data and perform basic voter registration functions from any PC. A similar portal provides an interface that can be used by the state agency. The client also wanted a web portal through which PA residents can register to vote and perform other voter registration functions, see their own voter record, and view voter registration information.

Solution: Momentum, Inc. was awarded an Independent Verification and Validation contract to review the voter registration software application. This systems analysis provided independent monitoring and an assessment of the system's throughput and performance levels. The review encompassed three iterative performance test cycles and served as input for process and performance improvement. Findings were utilized to make recommendations to the PA Legislature about the viability of the current initiative. Momentum provided project management and quality management for this project. The client maintains a statewide database of registered voters, with a licensed system, which counties use to access that data.

Home and Community Services Information System

Problem: A state agency was in need of a firm to develop, implement, manage and provide training for their community services information system. This system provides increased program support for disabled citizens by utilizing the internet. Momentum is helping to facilitate this change through on-going training support.

Solution: In coordination with a large consulting firm, Momentum has provided ongoing systems analysis, application maintenance, and troubleshooting for the IT system beginning in 2001. Throughout the project, Momentum resources have analyzed and documented system requirements that support the design and development of software tools and subsystems. They have interpreted software requirements, designed specifications to code, managed software development and support (using formal specifications, data flow diagrams, and other accepted design techniques and tools), and integrated and tested software components. Furthermore, Momentum has provided business process review and performance improvement recommendations. Additional tasks include but are not limited to:

Benefits realized:

  • Estimate and track software quality attributes
  • Analyze and access equipment and performance degradation, including determination of hardware, software, and /or other technical changes necessary to meet operational requirements
  • Estimate software development costs and schedules

Enterprise Project Management University

Problem: The Enterprise Project Management University is a structured curriculum focused on Project Management knowledge areas. The curriculum is divided into three levels aligned with the Commonwealth's need for Project Management qualifications: Foundational, Advanced, and Executive. The formal training program prepares employees serving in a Project Management capacity the required skills to manage State agency projects according to the Project Management discipline.

Solution: A Governor's Information Technology Office was in need of a company to deliver its Project Management University courses in coordination with their Enterprise Project Management University. The EPMU training courses were focused on IT project management and techniques utilized in the planning and execution of IT solutions.

Momentum, Inc. worked with the Enterprise Project Management Office and administrators to develop the appropriate course offerings including both Commonwealth and contractor-led training. Instructors aligned existing coursework to current industry-standard best practices in Project Management as defined by the Project Management Institute (PMI). They also identified how best practices align with the Enterprise Project Management Methodology (EPMM) and delivered training to project managers and other Commonwealth staff involved in IT projects. For each training course, Momentum trainers created comprehensive participant manuals and PowerPoint presentations that focused on detailed Project Management topics.