Selected Management Consulting Experience
Below is a selected list of management consulting engagement experience across 10 industries. Also, view client video testimonials or read client success stories.
| Communications: | Initiative Description |
|---|---|
Verizon Wireless Two IT strategic planning projects that were critical to the business units, as the technology platforms was becoming stressed under a rapidly growing customer base. | |
Verizon Wireless Two initiatives involving program management of the replacement and transformation of aging CIS and billing systems. | |
Verizon Seven technology planning and requirements analysis initiatives for billing as well as call routing (switch systems) conversion. | |
Frontier Communications Technology planning and requirements analysis for CLEC - ultimately resulting in CIS and Billing COTS fit-gap analysis and implementation. |
| Energy: | Initiative Description |
|---|---|
Chevron Business planning and technology requirements analysis in support of a large-scale financial Enterprise Resource Planning (ERP) integration project. | |
Shell Business process optimization and ERP implementation planning. | |
ExxonMobil Management consulting related to planning the integration of ERP back office systems. |
| Financial Services: | Initiative Description |
|---|---|
CitiCorp This group of initiatives focused on business strategy, planning and process optimization across technology centers within Citicorp. | |
Aon Corporation This group of initiatives initially involved business planning and technology requirements analysis for an ERP implementation of Human Resources and Financials back office modules, then later also included project management of the implementation. | |
Bank of America Program management consulting for credit card services unit. | |
Thornburg Mortgage Management consulting and program management related to business process optimization and technology refresh supporting core business functions, including loan origination, servicing and securitization. | |
Lender Processing Services (LPS) This group of initiatives for a subsidiary of LPS involved development of an enterprise roadmap for change to support entry into new markets. |
| Government: | Initiative Description |
|---|---|
State of Oklahoma Method Frameworks provided Strategic and Operational Training to help educate state workers with strategic planning responsibiliy in best practices for planning and execution. | |
Texas Conference of Urban Counties CUC represented 37 urban counties interested in a common integrated justice technology platform. This initiative was focused on performing requirements analysis and developing the Statement of Work for the Request For Proposal (RFP). | |
State of Oregon This initiative was related to developing an IT strategy and conducting IT system transformation for the CIO’s office at the State of Oregon. | |
Dallas County, State of Texas Conducted a business process review and optimization study as well as strategic planning for Dallas County's integrated justice initiative. | |
Travis County, State of Texas This strategic planning effort related to developing an integrated justice strategy for the 13 most populous Texas counties to adopt a common systems platform, business process structure and justice data exchange policy between each of the project participants. | |
Collin County, State of Texas This strategic planning effort related to developing an integrated justice strategy for the 13 most populous Texas counties to adopt a common systems platform, business process structure and justice data exchange policy between each of the project participants. | |
Bexar County, State of Texas This strategic planning effort related to developing an integrated justice strategy for the 13 most populous Texas counties to adopt a common systems platform, business process structure and justice data exchange policy between each of the project participants. | |
Harris County, State of Texas This strategic planning effort related to developing an integrated justice strategy for the 13 most populous Texas counties to adopt a common systems platform, business process structure and justice data exchange policy between each of the project participants. | |
Tarrant County, State of Texas Numerous initiatives, including:
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Texas Association of Counties TAC participated in this strategic planning effort related to developing an integrated justice strategy for the 13 most populous Texas counties to adopt a common systems platform, business process structure and justice data exchange policy between each of the project participants. |
| Healthcare: | Initiative Description |
|---|---|
CVS Caremark This initiative was part of a business optimization and technology refresh program, prior to Caremark being acquired by CVS. | |
First Healthgroup Corp. IT strategic plan initiative that expanded into the execution of some plan’s IT transformation recommendations. | |
MedPartners Developed a comprehensive IT strategic plan for the parent company and subsidiaries. | |
St. Joseph Health System This large initiative involved:
| |
Memorial Hermann Health System Project to conduct analysis of IT systems and 3rd-party COTS products for software compliance with standards. | |
Aetna (Insurance) This strategic initiative was phase one of a large project to design and implement a rules-based policy/rider engine that factored-in state-by-state laws and regulations. |
| Manufacturing: | Initiative Description |
|---|---|
NCH After initially establishing a global PMO for NCH, the role expanded and additional PMO disciplines where required to address the expanded scope. | |
Frito Lay Brought in as a product manager to oversee several technology software products / applications that support route sales, inventory management and order management. | |
Levi Strauss Developed a solution to greatly increase production capacity during manufacturing by using fiber quality characteristics of cotton to calibrate equipment more precisely to avoid yarn breakage. |
| Retail: | Initiative Description |
|---|---|
JC Penney Supported JC Penney in implementing ERP HR software solution (Oracle/PeopleSoft). | |
7-Eleven Working under an EDS contract, managed a large team of data analysts, developers and testers to design and implement a massive enterprise data warehouse. |
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| Software & Services: | Initiative Description |
|---|---|
Microsoft Hired by Microsoft to aid in a large assessment / study for a government agency. Microsoft focused their efforts on the technology aspects of the study and outsourced the business process review and recommendations to form this scope of work. | |
MAXIMUS MAXIMUS needed outside consulting help to assess and streamline business processes in place to support a massive state-wide Human Services contract. |
| Travel & Leisure: | Initiative Description |
|---|---|
Sabre Holdings This initiative was launched to create an IT Program office for managing large technology projects. | |
Marriott Initiative to analyze non-core business processes to outsource. | |
Dave and Busters This ERP implementation consisted of conducting fit-gap of business requirements to out-of-the-box functionality and managing the software implementation. | |
American Airlines Established a program management office to handle all assessment, conversion and testing projects for a large software project. | |
Southwest Airlines Numerous requirements analysis and project management engagements projects spanning a 5 year period, including major business initiatives such as:
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