Functional Skills
M&A Support
Financial Due Diligence
CRM Selection / Implementation
IT Transformation
Benchmarking
Sector Experience
Automotive
Business Services
Manufacturing
Technology
Travel & Hospitality
Big 4 Accounting
Top Consulting Firms
Experience
Independent Consultant
Management Consulting
Principal
4/2019 - Present
- Interim CIO for $250-million PE-owned manufacturer. Integrated new Israeli-based acquisition. Developed IT strategy, organization structure, & application architecture. Drove significant cybersecurity improvements and ERP selection project
- Created a change management plan for the global customer service function of a professional accreditation organization to support a major business model change
- Designed a new IT infrastructure operating model for a large US electric utility
- Created a change management plan for the global customer service function of a professional accreditation organization to support a major business model change
- Designed a new IT infrastructure operating model for a large US electric utility
The Hackett Group
Management Consulting
Principal
1/2013 - 4/2019
Led global technology transformation practice. Sold and delivered IT and CRM strategy, design, and implementation projects in the following areas: IT cost reduction and organization/operating model optimization; customer service/contact center performance improvement; cloud/on-prem ERP and CRM platforms; IT-business alignment and governance improvement; IT and contact center outsourcing; and merger/acquisition integration of IT organizations and operations.
Pegasus Solutions
Information Technology
CIO
1/2010 - 6/2012
Responsible for product management, engineering, delivery, and customer support of SaaS products and high-performance (4-6 billion transactions/month) transaction processing services for a $250 million private equity-owned travel technology roll-up.. Led technical due diligence for new acquisitions. Led over 500 Pegasus & vendor FTEs in the US, Europe, Brazil, and India.
Archstone Consulting
Management Consulting
Principal
10/2003 - 1/2010
Built and led practices in technology strategy, CRM, and IT & business process outsourcing (ITO/BPO) advisory services. Sold and delivered projects on IT organization, operating model, and governance improvement; customer service/contact center optimization; and IT operations and application development/maintenance outsourcing.
Deloitte
Management Consulting
Partner
8/1992 - 10/2003
- Led automotive CRM practice. Sold and delivered projects in the areas of vehicle incentives, CRM strategy, contact centers, customer databases, and digital asset management
- Co-founded a digital interactive consultancy owned by Deloitte and Ogilvy & Mather.
- Created and ran Midwest CRM practice. Sold and delivered contact center and omnichannel sales projects.
- Co-founded a digital interactive consultancy owned by Deloitte and Ogilvy & Mather.
- Created and ran Midwest CRM practice. Sold and delivered contact center and omnichannel sales projects.