Case Studies


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.

Portfolio Positioning Chart

Strategic Portfolio Analysis

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

Product/Service Performance Assessment Chart

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.


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.


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.