Case Studies

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Developing a Classic Strategy

Conducted a classic strategy planning process including market metrics, trend analysis, claims analysis, industry analysis, voice of customer, market research, competitive analysis and portfolio evaluation for a major line of business at a leading manufacturing company.

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Strategic Portfolio Analysis

Helped a large technology company prioritize their investments and resources – accelerating growth, harvesting declining portfolio elements and divesting non-productive assets.

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Product/Service Performance Assessment

Developed a portfolio positioning strategy for a large services-based organization with four lines of business – spurring innovation and developing new product roadmaps.

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Optimization of Flood Certification Business

Used Lean Six Sigma DMAIC Process to optimize workflow, reduce turnaround time, improve customer service, identify cost efficiencies and resolve employee retention issues for a residential Flood Certification business.

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Strategic Growth Plan for a Financial Services Tax Business

Strategic evolution of a small, highly profitable financial services business, entering into adjacent and selective international markets. Developed a comprehensive three year plan to triple revenue, improve profitability, pull ahead of competition and improve value proposition to customer.