Developed a disaster recovery and business continuity plan for the technology division of a financial services company, recommending changes to the physical DR site along with changes to data backups, server maintenance, source code backup, telephone calling trees, and escalation process.

Redesigned the Order To Cash workflow for a multi-billion dollar financial services company. Led process analysis across eleven business teams, recommended changes to improve up-front risk analysis and compliance reviews, simplified handoffs and communication, and integrated technology systems to eliminate redundant work. Reduced the Order to Cash timeline by several weeks.

Developed a technology roadmap for a large business, impacting more than 7,000 employees. Roadmap defined the replacement and retirement plans for many legacy technologies, along with the mandatory scope of functionality of new systems being built or purchased. Timelines, financials, and cost/benefit analyses were provided to support the roadmap.

Designed new workflow management process, and recommended implementation of new production workflow technology to track hundreds of projects in an advertising agency. Improved measurement and control of resource investment, time-to-delivery, client satisfaction, and profit margins.

Analyzed a client’s financial reconciliation processes, recommended preparatory actions to reduce manual data manipulation effort and prepare the Operations and Technology departments for an enterprise reconciliation software tool. Performed tool vendor evaluation, and defined a roadmap outlining the timing of process changes, headcount repurposing, and readiness for enterprise tool implementation.

Defined and managed a project to outsource a division of a Fortune 1000 company. Evaluated multiple outsourcing alternatives, led the vendor selection process, and managed the effort, ultimately transitioning it to an internal team. Reduced geographic concentration risk and operational costs, and allowed for redundant processing across disparate locations.

Led a process to redesign the Mission, Vision, and Values of an insurance group. Conducted a SWOT analysis among senior management and used results to create a new set of corporate values intended to create a culture dedicated to customer satisfaction, adherence to regulations, employee empowerment, and the new corporate mission. Drove consensus among survey participants and created a roll-out plan for the organization.

Managed the launch of a new sales channel in a large, multi-billion-dollar corporation. Engaged by our client at the project’s inception, we set the direction and organized the internal stakeholders, then led an intensive and rapid process to agree sales strategy, sales technology platform, resourcing, marketing, pricing, and fulfillment. We then led the project and opened the new sales channel within 6 weeks of our engagement.