Leading a Marketing planning team of statisticians and business analysts for the $16B office supply superstore.♦ Special Promotion Modeling: Collaborate in the inter-organizational development of all retail special promotions (those between $4M-$16M attributed sales). Create pro formas with advanced financial modeling techniques including Monte Carlo.♦ Offer Strategy: Determine the optimal $-off and %-off global- and category-offers that ensure Marketing’s diverse direct mail and email campaigns’ ROI goals are met. Develop new offer types that promote category cross- and up-selling.♦ Offer Testing: Develop quarterly test themes and offers for marketing vehicles that measure incremental lift at the campaign- and customer-level as well as customer migration through the company’s customer lifecycle.

Management consulting firm providing strategic business services.♦ Insight Enterprises, Inc.: Designed post-merger enterprise finance processes (Invoicing & Billing and Resource Management) and marketing processes (Quote-to-Order Management) for the $5B computer equipment distributor and IT services provider. Later, developed SAP FICO and SD functional requirements for their subsequent ERP consolidation.

Led team of 26 managers and business analysts to innovate performance management and data analytics for the $1.8B business unit.♦ Performance Management: Developed the Balanced Scorecard performance management system that linked the department’s collection channels’ operational metrics (Call Center, Contractor, and Agency) to the department’s financial goals. Subsequent action-based reporting and analytics facilitated rapid issue diagnosis and executive decision-making.♦ Information Design: Designed and led the development of OLAP data marts for accounts receivables across three corporate billing systems. The new data marts facilitated slice-and-dice and drill-down analysis improving profitability.♦ Systems Integration: Designed and implemented a reporting and analytics server platform to provide “one-version-of-the-truth” departmental data. Complex queries that previously required days to run could now be completed in minutes.

Management consulting firm specializing in transforming call center operations for the highest return on investment.♦ Rogers Communications, Inc.: Increased call center collections by 5% at the $12B Canadian wireless, data and cable provider by eliminating process, data, and systems-related bottlenecks.♦ PODS Enterprises: Designed new sales pipeline and sales commission model for the $48M private moving and storage company. The new model facilitated the company’s call center transition from a quick-sales close to a multi-touch sales close reducing dropped long-haul reservation rates by 25%.

Management consultancy spanning strategic services, operational improvements, and systems implementation.♦ CompuCredit Holdings Corp.: Identified $2M in annual savings for the $160M national financial services company by an in-sourcing study of its credit card acquisition process and the adoption of a Corticon business-rules engine. Later, evaluated the functional and technical rigor of a new $20M consumer lending platform and developed the final business case.♦ Sterling National Bank: Designed new ITIL-based incident management program for the $140M private, national mortgage services provider. The new processes reduced incident resolution time by 50% and provided real-time incident analysis.

Global strategic business advisory consulting firm specializing in enterprise transformation.♦ The Williams Companies, Inc.: Developed a new Enterprise Risk Management organization, reducing required staff by 50% for the $8B vertically-integrated natural gas company. Later, led 20 consultants to reduce enterprise FP&A costs by $5M through new planning processes and a Hyperion Planning and Essbase implementation for ~3000 cost centers.♦ Heinz Corporation: Reduced Europe’s revenue forecast variance from ±40% to ±10% for the $8B private food company through new planning practices. Later, developed the data and systems integration changes to automate the new processes.

Management consulting firm providing strategic business services.♦ Alcatel-Lucent: Developed a $20M product launch opportunity for the $6B French telecom equipment manufacturer of its fiber optic products to South America. Analyzed country markets and competition, designed distribution channels, and created a 5-year sales plan.♦ Wind River Systems: Led the development of a cascaded performance management solution for the $215M software company. The completed engagement linked the company's emerging strategy to its financial planning process. Later, defined the strategic initiatives necessary to transition the company from a product- to market-orientation.♦ GE Consumer Finance: Identified $2M in annual lost interest charges at the $16B issuer of private-label credit cards through extensive black-box testing of all credit card balance aging rules across 14 portfolios.

Management consulting firm led by the creators of the Balanced Scorecard, Harvard professors Robert Kaplan and David Norton.♦ U.S. Army Medical Department: Reduced the ~3,000 enterprise-level performance measures by 90% using the Balanced Scorecard at the $6B department. Reported directly to the Army Surgeon General. Later, defined the performance management system requirements and led the software selection process.

Built and managed a $5M P&L Strategic Services practice with team of 15 consultants.♦ Gulf States Toyota: Led $2M+ of initiatives at the private $67M automotive import company. Developed IT strategy and implementation plan, created shared services organizations, implemented Oracle Financials, and secured new CIO.