Parthenon Construction

Created brand identity, logo design, and marketing collateral.

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Southern California Edison

Development of online consumer portal.  Conducted workshops and facilitated meetings with executives defining requirements and prioritizing initiatives through a series of planned functionality releases.

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LA Dept. of Water and Power

Strategy advisor to engagement developing online consumer portal serving millions of customers across several audience profiles.

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First5 Los Angeles

Client partner managing client relationship and development of online grant management system for non-profit organization helping at-risk children in Los Angeles.  Project involved establishing the technical architecture and development leveraging open-source software products.

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Unocal

Assessed organization’s existing global online efforts across disparate business units and developed coordinated enhancement strategy.  Delivered recommendations to client executives.

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BOC Gases

Financial reporting project gathering and assessing financial reporting requirements across Asia ahead of SAP deployment.  Established baseline of corporate finance reporting capabilities for new finance function aligned around product lines rather than geography.

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BOC Gases

Organizational design project aligning the company’s Asian countries with new product line-focused global strategy.  Interviewed executives in several Asian countries to better understand both Finance and Operations, then designed future finance organizational structure.  Conducted seminars on best-practices and organizational design of leading corporate finance functions.

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Motorcycle Industry Council

Created complete operational plan for new business unit consisting of developing software connecting the industry’s over 17,000 dealers with their trade partners.  Architected technology solution for new venture.  Authored and conducted RFP process selecting development partner.

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Delphion

Conducted primary research with several CFOs, gathering points of view about intellectual property issues.  Authored several white papers and marketing collateral used in corporate communications and sales training.

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Jostens

Developed strategy for new business unit incorporating digital media trends into existing product lines.  Strategy included operational plan, capital management, financial planning, product development, strategic partnerships, and marketing plan.  Recommendations for yearbook-style personal memory books and establishing a strategic partnership with Disney are contributing to company success today.

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Dasan Ventures

For a South Korean venture capital firm, evaluated an investment portfolio of over 30 companies, assessing U.S. market viability.  For high-potential opportunities, developed U.S. market-entry strategy including operational plans, marketing plans, and financial requirements.  Portfolio companies included technology, consumer products, and pharmaceutical industries.

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Ford

Developed comprehensive web strategy for Ford’s luxury brands (Lincoln, Land Rover, Jaguar), including both public web presence and employee intranet.  Created and presented to over 50 client executives on emerging trends in the auto industry.

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Jostens

Worked with client to address the challenge of extending one of the country’s most respected brands into additional business opportunities.  Evaluated several strategies into prioritized initiatives.  Developed business strategy for pursuit of most promising opportunity.

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Bob Vila

Developed operational plan for new Bob Vila online business leveraging brand into new markets.  Facilitated meetings with venture capital firms.  Developed business partnerships.  Created organizational model and finance function for the new entity.

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Sears

Through a series of projects, designed and built the first Sears.com web sites for tools and electronics departments.  Then built the first sears.com cross-product ecommerce site.  Authored business functional specifications, information architecture, use cases, wireframes, and other aspects of these first-generation sites.

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General Motors

For GM’s Australian division, designed the first ecommerce site, including product configurator and assembly-line webcams.  Successfully navigated operational challenges of placating existing channel concerns, consumer expectations, and new business model disrupting previous methods.

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BOC Gases

Design and deployment of purchasing card program for financial shared services center.

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BOC Gases

Organizational design project aligning corporate finance function by product line rather than geography.

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Catholic Health Initiatives

One of the nation’s largest non-profit organizations.  Financial shared services design, moving finance departments from local hospitals to two national finance centers.

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Dean Foods

Financial process re-engineering, focusing on the Order-to-Cash cycle.

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Waste Management

ERP Financials software selection involving SAP, Oracle, and JD Edwards

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