Business and Market Strategy
|Launch New Product Lines with Enhanced Reporting and
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
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.
|Product and Technology Plan for Real-time B2B Online
Challenge: Growth stalls for an important product in
a financial services company’s 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.
| Customized CRM Product Strategy for Executive Recruiting
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
|Financial 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.
| 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.
| 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.
| 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.