Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009...

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Kerry G. Shelby, CPA Deputy Executive Director Colleen S. Tagle Director of Customer Service and Public Information Florida Keys Aqueduct Authority Florida, USA

Transcript of Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009...

Page 1: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

Kerry G. Shelby, CPADeputy Executive Director

Colleen S. TagleDirector of Customer Service and Public

Information

Florida Keys Aqueduct AuthorityFlorida, USA

Page 2: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

Streamlining AMR for Improved Customer Service

and Future Applications

The Florida Keys Aqueduct Authority

Experience

Page 3: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

History• US Navy built original

water system during World War II

Page 4: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

The System

• Sole provider of potable water in Florida Keys• 130 mile high pressure transmission line from

mainland to Key West over 42 bridges• 45,000 customers• 80,000 permanent

population• 2.5 million tourists• 260 employees

Page 5: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

The Challenges

• Triplicate Services• Windshield time• Remote enclaves• Aging workforce• Billing service

provider to other utilities

Page 6: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

The Big Picture

• New leadership crafts Strategic Plan• Reorganization Plan• IT Master Plan

• ERP

• Remote operations• Hurricane and security

issues• AMR

Page 7: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

The AMR Business Case

• Selling the Board• Improved customer service, including self

service options• Staff reduction and

redeployment• Demand management

� Permit compliance� Unaccounted for water

Page 8: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

The Approach

• Initially handled as IT initiative• Phased mobile system • Turn key project• Evolution to in-house team

Page 9: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

The Change

• Culture issues• Employee resistance• Departmental impacts• Creating the in-house

team

Page 10: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

The Benefits

• Tangible

• Intangible

• Unintended

Page 11: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

Lessons Learned

• Bring everyone to table• Know your existing system• Identify and implement systemic changes

in advance• Never underestimate required training• Data collection and transmission is key• Re-evaluate and modify approach as

needed

Page 12: Kerry G. Shelby, CPA Deputy Executive Director Colleen S ... Shelby.pdf · March 22 –25, 2009 Miami, FL, USA Questions and Comments Kerry G. Shelby, CPA Deputy Executive Director

March 22 – 25, 2009 Miami, FL, USA

Questions and Comments

Kerry G. Shelby, CPADeputy Executive DirectorFlorida Keys Aqueduct [email protected]

Colleen S. TagleDirector of Customer Service and Public InformationFlorida Keys Aqueduct [email protected]