The document discusses three critical areas - People, Process, and Technology - that are necessary for successful company transformation. It notes that training is needed for management who lack experience, and employees require proficiency in Excel. Standardizing policies and connecting technology are also identified as important processes. Minimizing rework through proper supervision and management is highlighted as a key goal.

1. People
 Most Critical Leg
 Core values are disciplined,
committed, and focused on
teamwork is necessary to a
successful transformation.
 Train & Develop
 Many of Company’s
management infrastructure does
have not previous management
experience nor been properly
trained for the position they are
currently in.
 Many OFS employees are not
proficient with excel, which is
the foundational software that is
used by the Company for 95% of
it’s operating reports.
 Four Levels of Management
 Enable
 Direct
 Manage
 Supervise
Process
 We need to define the
Rules of Engagement.
 Standardize among
operating companies and
districts.
 Policy & Procedures
 Operations
 Quality Control
 Safety
 Accounting
 Human Resources
 Fleet Management
1
Three Legs of the Stool to Transform a Company
Technology
 Connectivity (DSL, Fiber)
 Hardware (new servers)
 Disaster Plan
 Software / ERP solutions
 Great Plains
 TrackQuip
 Concur [Amex]
 APS [Smartphone App for time
check in]
 HR [UltiPro / Vista]
Most rework is due
to lack of proper
supervision and
management.

2. 2
The Five Maturity Levels of a Company’s Growth Cycle

3. 3
Minimize Rework – via Scorecards