STRATEGY

Customized a Provider Data Maturity Model

Working with the largest provider data network in California, customized a provider data maturity model to show the path for progress...

Company-Wide Big Idea Fest

Under the Executive Director's leadership, launched a company-wide initiative to gather "Big Ideas" around science and sustainability to...

Strategic Plan to 3X Revenues in 3 Years During a Pandemic

Conducted Market Research, interviewed leaders and department heads to develop a Strategic Plan that includes Mission, Vision, Goals &...

Provider Data Life Cycle Transformation

An independent provider network organization was operationally constrained from multiple source systems and manual updates, resulting in...

Using Lean 1-Page Business Plan to Explore Growth

Facilitated the Vision and Strategy to help a construction company expand to adjacent services. Conducted a SWOT analysis to evaluate...

Market Research as-a-Service

Have a break-through idea but not sure if it is a viable business opportunity? Need to know who are the key competitors or explore...

Optimizing Products, Revenues, & Operations with Sales 360

Using Analytics to Optimize Sales Between Sales, Marketing and Promotion teams, an organization was inundated with constantly launching...

Dialing in Call Center Optimization

An $800M ERP consulting firm had two call centers - one focused on outbound calls for Sales, the other for Recruiting. When Sales are...

Triaging the Re-opening of the California Academy of Sciences

From Chaos to Calm: When the California Academy of Sciences reopened in a $485MM Renzo Piano designed, double Platinum LEED rated,...

Finding $632,000 through Contract Reviews & Renegotiations

Tighter budget calls for greater diligence and resourcefulness. While managing an IT department, conducted contracts review and vendor...

Logged over $10M in In-kind Donations

As part of the technology roadmap, made pitches to large technology companies and design studios to receive various in-kind donations...

Transforming a Local Museum to a Global Institution

It all starts with...Culture. Global Strategy: The California Academy of Sciences is a San Francisco museum but with a global mission to...

Co-creating a Strategy & Roadmap for Business Transformation

From Ad-hoc to Strategic Roadmap: A $20B+ non-profit organization embarked upon business transformation by unifying the back-office onto...