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Selected Projects


Business and Market Strategy


bulletLaunch New Product Lines with Enhanced Reporting and Analytics
Challenge: Fast growing financial and data services firm needed infrastructure to support current and future growth.
Solution: Developed Intranet/Extranet applications to improve reporting and analysis capabilities. Internet infrastructure built to support planned geographical expansion in the US and international locations.
Benefits: Systems enabled analysts to process externally generated data and launch additional product lines. Reduced processing time by over 85% and allowed company to offer customized reporting and expand client base. Flexible design accelerated operational integration on acquisition by a larger firm.


bulletProduct and Technology Plan for Real-time B2B Online Service
Challenge: Growth stalls for an important product in a financial services companyís portfolio.
Solution: Devised and implemented product and technology strategy to transition stock market analysis software to a real-time B2B online service.
Benefits: Enhancements supported expanded global markets and additional revenue streams by allowing premium and subscription-based services as well as customized data products. Reduced processing time by over 2000 hours per month.


bullet Customized CRM Product Strategy for Executive Recruiting Firm
Designed technology and operational plan to improve productivity and customer relationship management for an executive recruiting firm. Plan included Intranet and Extranet infrastructure to support national expansion and expedite candidate processing. Integrated best-of-breed enterprise software packages with customized solutions.


bulletFinancial Product Strategy
Designed Internet-based financial analysis product used by investment banks and corporations to identify potential joint venture partners based on industry metrics and financial performance.


bullet Venture Development Plan
Developed plan for investors, corporate sponsors, and government entities for public/private enterprise, now a recognized and profitable success. Worked with Board to hone business model and management practices. Built action planning tools to focus priorities and resources.


bullet Capital Markets Acceptance Plan
Developed internal and external plan for $500M professional services firm seeking to increase presence and effectiveness with institutional investors and top tier investment banks.


bullet Sales and Account Management Improvement
Developed and initiated divisional sales strategy for a leading global brokerage firm. Built national sales strategy and tools to increase impact with Financial Advisors and clients. Coordinated rollout campaign for innovative account product which attracted $80 million in initial year. Improved service quality to High Net Worth clients through revised account management, reporting, and communications. Increased operational profitability by expediting investment of funds.




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