Sector Experience
Business Services
Consumer Goods
Financial Services
Manufacturing
Retail
Fortune 500
Experience
PE Portfolio Company
Management Consulting
Transformation Consultant
12/2020 - Present
Designed and implemented best-practice based Sales & Operations Planning process across all business units
Assisted in setup of Transformation Management Office
Designed and implemented Master Data Management design, revision, and governance structures
Established IT governance structure, capacity/inventory/planning analysis and reporting requirements for ERP, Leading solution design re-installation of Salesforce.com, including Configure/Price/Quote module
Assisted in setup of Transformation Management Office
Designed and implemented Master Data Management design, revision, and governance structures
Established IT governance structure, capacity/inventory/planning analysis and reporting requirements for ERP, Leading solution design re-installation of Salesforce.com, including Configure/Price/Quote module
Neustar
Other
VP of Transformation
6/2017 - 7/2020
Brought in by Private Equity firm upon acquisition to setup and manage Transformation Programs and Office. Led the two largest enterprise-wide programs:
1. $127 M cost reduction program over 18 months: using "Rule of 40" to guide business unit profitability improvements and benchmarking to guide functional cost improvements
2. Digital Transformation of Front and Back Office capabilities through process & org redesign, and migration to cloud for CRM/CPQ, Billing, and ERP/EPM applications.
1. $127 M cost reduction program over 18 months: using "Rule of 40" to guide business unit profitability improvements and benchmarking to guide functional cost improvements
2. Digital Transformation of Front and Back Office capabilities through process & org redesign, and migration to cloud for CRM/CPQ, Billing, and ERP/EPM applications.
3D Systems
Management Consulting
Transformation Consultant
8/2016 - 5/2017
Setup Transformation Management Office including rationalization of 43 initiatives, establishing reporting and remediation process
Led Planning Phase (Phase 0) of CRM and ERP upgrade program
Led plant rationalization program and specifically closure of consumer printer plant in Ohio
Conducted Cost to Serve analysis and action plan for 5 largest customers
Led Planning Phase (Phase 0) of CRM and ERP upgrade program
Led plant rationalization program and specifically closure of consumer printer plant in Ohio
Conducted Cost to Serve analysis and action plan for 5 largest customers
Costa del Mar
Product Management / Strategy
Independent Consultant
5/2016 - 8/2016
Designed and implemented formal New Product Development process
Conducted Quality Assurance review on existing quality levels, including points of failure, Total Cost of Quality, and Customer Service strategy and procedures
Conducted Quality Assurance review on existing quality levels, including points of failure, Total Cost of Quality, and Customer Service strategy and procedures
Office Depot
Management Consulting
Independent Consultant
1/2016 - 5/2016
Assessment and implementation of inventory optimization strategy, process changes, and system enhancements throughout US stores
Indigo Books
Management Consulting
Transformation Consultant
8/2015 - 11/2015
Led the assessment, re-design, and implementation planning for transformation of the IT and Finance functions of this large Canadian retailer; included re-organization and outsourcing.
Canadian Tire
Management Consulting
Independent Consultant
5/2015 - 8/2015
Led assessment and value improvement of Finance, IT, and Real Estate functions at this large Canadian retailer
Millenium Health
Management Consulting
Independent Consultant
1/2015 - 5/2015
Led Lean operational improvement of billing, laboratory returns, and customer service improvements for this rapidly growing healthcare testing company
PRGX
Data Science / Analytics
Managing Director
10/2011 - 12/2014
Started and led global Data Services adjacency business unit that provided Supply-side data management and analytics tools and services via consulting and SaaS delivery models. Managed staff in Europe, North America, and India. Clients included top 10 retailers and CPG firms