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Large Benefit Fund Deploys Next Generation Benefit System

The Project

These are trust funds established through collective bargaining agreements to manage health and retirement benefits for over 200,000 active and formerly active workers in the building trades.

The fund had been running its core operations on an aging benefit administration system and was in desperate need of an upgrade. To support this initiative, WinMill worked with the fund to develop a detailed Request For Proposal (RFP) for the new system. WinMill then helped the fund to vet and ultimately select a vendor. The fund next retained WinMill to manage all phases of implementation, testing, and data conversion. The project was massive; it spanned seveal years, required a full staff of vendor developers and a client testing team of more than 50 people. WinMill was instrumental in supporting each phase of the project, helping to guide the project to its successful completion.


  • The organization was operating on an aging and inflexible system
  • Tedious manual business processes were required to make up for a lack of automation
  • Resource constraints limited the availability of key staff to participate in the benefit administration system implementation project
  • With an office relocation looming, the project schedule was critically important
  • Deploy a new, more scalable benefits administration system
  • Build workflow management directly into the new systems' infrastructure
  • Develop a resource plan for all phases of the project, and provide consulting support to supplement the fund's staff availability in key project roles
  • Proactively and diligently manage the schedule of all project deliverables; working collaboratively with the system vendor to minimize risk and overruns.

The Results

WinMill Software managed the benefits system implementation project to its successful conclusion, giving the fund a modern system emphasizing automation, flexibility and electronic workflow. As a result of WinMill's diligent management of scope, schedule, and budget, the fund was able to proactively make decisions at each critical juncture in the project. The new system is designed to accommodate the unique and ever-evolving business needs of the fund.

The fund and WinMill have built a strong partnership, and continue to work together on new business and technical initiatives. WinMill has displayed the highest level of professional service, technical acumen and dedication to our client's success and satisfaction throughout these projects, and the fund continues to trust WinMill to assist with their most important projects.