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Our Experience |
Our Experiences and Background
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Transaction Support Services
- For the corporate development group of a multi-billion dollar automotive,
travel, insurance and financial services membership organization; designed new
processes, roles, responsibilities, and deliverables for deals, intelligence
management, and relationship management capabilities. Assisted in designing
holding company valuation, operations, and governance models. Evaluated and
recommended supporting system solutions, and more than doubled the budget for
ongoing deal operations based on anticipated benefits from the new
capabilities. (M&A and Bus. Dev. Advisory
Services)
- For the large global IT organizations of two leading financial
transaction processing companies, delivered a merger and acquisition (M&A) portfolio
strategy that included recommendations around core and non-core applications and technical
infrastructure, a merged operating model design, and a detailed business case describing
investments, cash flow, and operating cost impacts over the next five years with ultimate NPV savings of $100 million. (M&A
Advisory Service)
- For a major high technology company, led the assessment of their
portfolio (i.e., business strategies, processes, and current systems infrastructure)
against business trends and channel marketing best practices to complete a merger between
two large divisions. (Integration Advisory Service)
- For an HRIS Software Company, we conducted a full company and portfolio valuation
in support of funding or a sell-off. Having received funding, the model became the basis
for restructuring and creation of a new product mix and pricing model. (Venture Capital & Sell-Side Advisory Service)
- For a startup specializing in 2 and 4 wheel motorized pleasure vehicles,
developed a digital strategy portfolio and valuation model for their B2C business. (Venture Capital Advisory Service)
- For one of the worlds largest oil companies, implemented a digital asset
valuation and portfolio management methodology and approach. (Carve-Out
Advisory Service)
- For one of the worlds largest Commercial Fueling Networks, developed a full
business and IT portfolio and associated transition plans, as well as management buyout
and spin-off strategies in order to become fully web enabled and to expand on their
products by offering value add, subscription based information services. (Carve-out Advisory Service)
- For a startup involved in the sale of securities, developed a B2C digital
strategy portfolio and valuation model. (Venture Capital Advisory
Service)
- For a large California bank, conducted an enterprise and IT organizational
assessment and integration, utilizing our business mapping approach. (Integration Advisory Service)
- For another California bank, conducted a detailed IT products and services
procurement process and technology assessment, utilizing our business mapping approach. (Post Acquisition Advisory Service)

Strategy, Business Planning & Valuation
- For the card services division of a nationwide financial services company,
developed comprehensive Business and Technology satisfaction and needs
assessments as a basis for the design and initiation of a projects competency
center. Sample capabilities provided by the competency center include;
Talent Management, Resource Optimization, Knowledge Management, Consulting and
Assurance, and Communications and Performance Measurement. (Financial
Services)
- For one of the largest health maintenance organizations, developed and
launched a new mission, vision and redesign of the IT organization and launched new
operating strategy initiatives to improve customer-perceived value, IT resourcing,
structures and processes, and measures & rewards. (Healthcare)
- For the technology infrastructure organization of a global financial
services company, designed a new customer-centric front-office operating model with the
goal of repositioning the infrastructure organization as the supplier of choice to the
lines of business within a "free market" context. Identified front-office
savings of over $15.4 million per year. (Financial
Services)
- For the second largest employer in the world, with global revenues in
mail and package service delivery exceeding $62B, led development of an enterprise-wide
definitional framework and improvement strategy for the process of " Managing
Information and Systems" (Government)
- For a major high technology company, led an information strategy plan for
the consumer products business organization which strengthened their ability to monitor
and make strategic sales and marketing decisions relating to their supply chain and
reseller partnerships and alerted them to the downstream information impacts (data
"brownouts") of an impending ERP implementation. (Consumer Goods, Durable)
- For a major nationwide wireless telecommunications equipment and services
provider, served as the regional implementation and business re-engineering manager for a
Customer Relationship Management (CRM) system. Impacted business areas included all those
in California, Nevada, Hawaii, and the Northwest. (Telecommunications)
- For an HRIS Software Company, created a full digital strategy portfolio in
support of their B2B exchange initiative. The B2B exchange was to connect the software
companys 650+ clients and all other third party service providers in a networked
model supporting human capital recruitment and management. (Software)
- For a tier one Content Management software company, helped create their internal
go-to market approach and service delivery capabilities, utilizing our business mapping
approach, prior to going public. (Software)
- For a tier one Configuration software company, helped refine their products and
create their internal go-to market approach and service delivery capabilities, utilizing
our business mapping approach, prior to being bought. (Software)
- For a large Manufacturer of Music Equipment, developed a B2C digital strategy
portfolio and a full business plan with financials. (Consumer Goods,
Durable)
- For a large Semiconductor Manufacturer, created a digital strategy portfolio
model, in support of their business growth and their CRM, B2C and B2B commerce needs. (Hardware and Electronics)
- For one of the worlds largest utilities, conducted an enterprise wide IT
assessment and organizational redesign, as well as implementing a portfolio technology
assessment, valuation and management methodologies and processes. (Oil,
Gas and Energy)
- For one of the worlds largest Outsourcing companies, conducted a full
business mapping and related ERP product evaluation, process and performance
reengineering, utilizing our business mapping approach, in support of all of their active
Service Level Agreements. (Diversified IT Services)
- For one of the worlds largest naval bases, conducted an information
technology portfolio assessment and strategy development. This included all areas from
infrastructure to security. (Government)
- For the largest county in the US, utilizing our business mapping approach,
developed a Virtual Government operating model and an approach by which the conversion can
be made. (Government)

IT Systems Design, Development and Deployment
- For one of the largest Computer and Peripherals Catalogue companies, conducted
business mapping, analyzed, designed and constructed a new B2C business model for selling
their goods online. The business was implemented, with Broadvision, SUN and Oracle, in
less then 90 days, in support of the holiday season. (Consumer
Goods, Durable)
- For two of the worlds largest Consumer Food giants conducted a full
business mapping and related Promotion Planning software selection, process reengineering,
organizational redesign and implementation. (Consumer Goods,
Non-Durable)
- For one of the largest Networking and Peripherals, conducted business mapping and
implemented a CRM and web content management tool in support of their customer care
initiatives utilizing Interwoven tools. (Hardware and Electronics)
- For one the worlds largest Technology Consulting and Outsourcing companies,
analyzed designed and constructed a B2B exchange, in support of billions in indirect
materials and labor purchases. The product utilized the iPlanet suite of tools and Oracle
on SUN boxes. (Diversified IT Services)
- For the largest global consulting and accounting firm, managed a project
encompassing the creation of standards as apply to systems development in the
Client/Server-GUI environment. The project included the design and development of an
"Analysis and Design Work Group" software and associated functionality needed to
accommodate the tracking and application of these standards in the development of
information systems. (Diversified Services)
- For a fortune 500 software company, implemented an online purchasing capability
utilizing Ariba. For the same company introduced digital strategy and portfolio management
techniques in support of their new business and spin-off initiatives. (Software)
- For one of the worlds largest Commercial Fueling Networks, analyzed,
designed and constructed a custom global, credit card transaction-processing capability,
with associated CRM and support infrastructure. (Oil, Gas and Energy)
- For one of the largest Gas and Electric Utilities in the US, managed, designed
and developed the "Gas Procurement, Scheduling and Accounting" portfolio of
systems, from business requirements through deployment. We commercialized the product in
order to service the national utilities vertical practice clients of the largest
consulting and accounting firm. The product was built to be highly flexible and adaptable
given the nature of the deregulated environment for which it was built. This was the first
client/server-GUI application ever built with Oracle, and for MS Windows. (Oil, Gas and Energy)
- For one of the largest Gas and Electric Utilities in the US, managed and designed
the "Imbalance Tracking and Trading" portfolio of system in response to FERC
rule 636 addendum as apply to suppliers of gas. FERC rule 636 speaks to all aspects of
deregulation as apply to transporters, suppliers and end-users of gas as well as the
industries that serve them. (Oil, Gas and Energy)
- For one of the largest Gas and Electric Utilities in the US, conducted business
mapping and determined the business requirements needed to support the "Capacity
Brokering" addendum to FERC rule 636. Additionally, managed the analysis, design and
implementation of the "Gas Inventory Management and Brokering" portion of the
system. (Oil, Gas and Energy)
- For yet another of the large utilities, reviewed existing portfolios and analyzed
business and systems requirements in response to deregulation rulings (FERC 636.) The
analysis resulted in an enterprise wide vision and a portfolio of initiatives that would
drive them to their vision. (Oil, Gas and Energy)
- For one of the top ten engineering and construction organizations, analyzed,
designed and built a custom Cost Management and Expert System portfolio of applications
for construction projects, facilities and HR management. (Oil, Gas
and Energy)
- For a large Aerospace and Defense contractor, managed, designed and developed a
"Global Bonus System" to support the tracking and measurement of employee
performance as well as the equitable multi-currency distribution of bonuses based on said
performance. (Aerospace and Defense)
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