Wade Strategy, LLC is an independent consultancy specializing in strategy, market insight, change management, and execution management. Provides consulting and project management support to clients, helps companies develop long-term strategies, identifies customer and client insights, recognizes trends, and designs / executes growth plans. Clients range from start-ups to top 5 Property and Casualty insurance firms, to global Fortune 200 Food and Beverage companies to one of the largest retailers in the world.

Industries: Retail, Financial/Insurance, Consumer Goods, Industrial · Manufacturing, Consumer Products
Skills: Strategy, Management Consulting, Competitive Analysis, Marketing Strategy, Change Management, Segmentation, Qualitative Research, Quantitative Research, Customer Insight, Value Propositions, Organizational Effectiveness, Business Strategy, Business Transformation, Strategic Planning, GTM Strategy, Market Analysis, Product Management, Market Research, Brand Development

Developed and delivered strategies for how insurance and financial service firms and their partners should transform by identifying customer demand, addressing their competitive landscape, evaluating and designing current and future digital footprint, and generating shareholder value. Key responsibilities include leading teams to help clients evaluate their current and future processes to define the business and/or needs and system requirements, identifying market trends, capturing user requirements, conducting stakeholder interviews, and designing/facilitating workshops.

Industry: Insurance, Financial Services, Life Science
Skills: Strategy, Competitive Analysis, Marketing Strategy, Organizational Effectiveness, Digital Transformation, Management Consulting, Operations Management, Artificial Intelligence (AI), Data Analytics, Business Process Improvement, Cross-functional Team Leadership, Business Planning, Business Development, Analytics, Program Management, Strategic Thinking

Worked with senior executives across multiple business divisions to address the company’s high impact strategic initiatives. Work included identifying and defining strategic priorities; customer segmentation and cross-sell sales strategies; assessing critical business process issues; new process innovation, operational and workflow improvement, change management; and data analysis and implementation

Industries: Insurance, Financial Services, Small and Medium Business, Life Insurance, Health and Wellness Benefits
Skills: Strategy, Competitive Analysis, Supply Chain Management, Process Improvement, Value Propositions, Business Strategy, Segmentation, Strategic Planning, Predictive Modeling, CRM, Quantitative Research, Program Management, Market Research, Marketing Management, Qualitative Research, Management, Cross-functional Team Leadership, Leadership, Analytics, Strategy Development, Operational Effectiveness, Operations Management, Supply Chain Management.

Responsible for strategy, strategic planning, board of directors’ presentations, identification of M&A targets, segmentation and market trend analysis, and other enterprise level business development opportunities. Advised business unit Presidents and lead development of major strategic and innovative initiatives. Emerging Businesses unit included select personal lines, small business P&C insurance, voluntary benefits, roadside services and dealer services businesses.

Industry: Personal and Casualty Insurance, Small Business Insurance, Life Insurance, Health and Wellness Benefits
Skills: Competitive Analysis, Marketing Strategy, Value Propositions, Business Strategy, Segmentation, Strategic Planning, Market Analysis, Customer Insight, Quantitative Research, Business Planning, Program Management, Product Management, Market Research, Consumer Insights, Brand Development, Marketing Management, Qualitative Research, Cross-functional Team Leadership, Strategic Thinking, Data Analytics

Developed growth strategies for Fortune 50 companies in diverse industries, including consumer goods, retail, and insurance, leveraging consumer/customer insights to identify untapped demand. Client engagements included creating customer segmentation and targeting strategies based on qualitative and quantitative research, identifying and quantifying new product opportunities, developing portfolio management tools, designing strategies to improve and tools to track marketing ROI, and optimizing brand and product positioning and communications. Responsible for leading large teams of consultants to deliver client work, managing project financials, and building client relationships.

Industries: Consumer Package Goods, Retail, Manufacturing, Industrial, Financial Services, Insurance
Skills: Strategy · Competitive Analysis Segmentation Market Research, Brand Development, Brand Planning, Qualitative Research, Quantitative Research, Go-to-Market Strategy, Innovation, Market Sizing

Developed various business growth, operational improvement, and market entry strategies. Managed the supply chain restricting recommendations for two major parts categories for a leading automotive manufacture with protective savings of more than $80M per year. Analyzed market trends and recommended product portfolio improvements for a direct mail organization that resulted in client increasing revenue projections over 20% within 3 years.

Industries: Manufacturing, Automotive, Industrial, Consumer Goods, Financial Services
Skills: Strategy, Competitive Analysis, Marketing Strategy, Organizational Effectiveness, Digital Transformation, Business Transformation, Management Consulting, Analytics, Strategic Planning, Operations, Business Planning, Program Management, Supply Chain Management, CRM, Operations Management, Business Process Improvement

Developed metrics, designed financial forecast models. Managed the calculation and trend analysis of usage and adoption metrics to show an ROI of 325% and productivity improvements equal to adding 30 full-time staff to justify a major technology initiative for a global investment bank. Spearheaded the evaluation of internal financial forecasting data for the NY office, including marginal cost analysis for projects, utilization and pipeline trends, and anomalies in P&L monthly reports.

Industries: Pharmaceutical, Industrial, Commercial Banking
Skills: Strategy, Competitive Analysis, Marketing Strategy, Value Propositions, Digital Transformation, Business Strategy, Analytics, Strategic Planning, Go-to-market Strategy, CRM · Market Analysis, Product Management, Marketing, Supply Chain Management, Operations Management, Business Development, Strategic Thinking, Knowledge Management

Identified business problems and develop strategies for managing and leveraging information, knowledge, and experience within large organizations. Led the redesign of the customer service, employee withholding and investment/disbursement divisions for the federal government's 5.3M employee and retiree program. Developed a 5-year strategy for a Fortune 50 equivalent quasi-Federal Agency’s knowledge and document management groups.

Industries: Federal Government, Automotive
Skills: Strategy, Competitive Analysis, Marketing Strategy, Value Propositions, Digital Transformation, Business Strategy, Analytics, Strategic Planning, Go-to-market Strategy, CRM · Market Analysis, Product Management, Marketing, Supply Chain Management, Operations Management, Business Development, Strategic Thinking, Knowledge Management