Consulting Assignments

Reviewed a business proposal to construct an aquarium and educational facility, pointing out the positive and exciting aspects of the proposal as well as shortcomings in the planning process, thus enabling the authority to make an important decision with long term implications.

For a creative service company acquired by a larger corporation:

Helped the new CEO transition the company and staff from a failing culture, and change the loyalty of the old-guard from the previous owner to the new president.

For a private K-16 educational institution:

Worked with various Board committees and task forces to develop and implement strategic initiatives and organization realignments in Enrollment & Admissions, Field Development, Alumni Relations, Moms and Dads Clubs, Career Development Office, and Technology Development.

For a "Big Six" accounting firm:

Facilitated the development of a new audit approach resulting in a transformation of the firm's core product and a strategic shift in its service delivery across the world.

For a major computer products manufacturer:

Facilitated the development of a reengineered delivery process, resulting in a significant paradigm shift, improvement in customer service and operating savings.

For a distributor of children's library bound books:

Facilitated the merger of two antagonistic sales forces into a collaborative team.

For a regional telephone company:

Developed an entrepreneurial "champion" program where employee-intrapreneurs developed new products and services leveraging company resources.

For an $8 billion regional telephone company:

Developed process and conducted annual analyses of corporate customer service performances, leading to changes in service practices, service organization and advertising programs.

For eight integrated new ventures directed at the youth market, including club membership, computer networking, television and radio program production, book and periodical publishing, special travel events, merchandising, advertising and corporate sponsorship:

Developed eight integrated business plans with cost and revenue projections and start-up programs.

For a respected international newspaper publisher:

Conducted a long range planning and customer needs effort which resulted in substantial business, editorial and production changes.

For the New York Stock Exchange:

Conducted an assessment of an $80 million project to automate trading on the floor of the NYSE to determine the reliability of the eight year schedule, the estimated cost and projected savings.

For three large banks in the U.S. and the U.K.:

Developed and installed bank service product cost systems.

For a major timber harvesting conglomerate:

Designed a management information system tracking timber stands, harvesting project planning, cuts, and sales of individual logs.

For AT&T:

Determined the optimum porting and number of cable repair ships needed in the Atlantic Ocean to maintain forty-one trans-Atlantic telephone cables resulting, among other actions, in canceling plans to construct two new ships.

For an 800 room hotel:

Developed the first New York City on-line front office, night audit and management information system.

For a major university:

Developed a program to track costs of over 11,000 research projects.

For a major international non-denominational missionary organization:

Conducted a management effectiveness and succession planning review.

For two major metropolitan museums of fine arts:

Developed management systems requirements.

For a molybdenum mining company:

Designed a fixed asset information system.

For over sixty banks and insurance companies:

Developed and installed a work measurement performance reporting package.

For a major church headquarters:

Conducted long range plans and space needs analyses for a new 3000 person international headquarters.

For a Yugoslavian steel mill and forge:

Developed a master systems plan for managing operations.

Some other assignments:

Determined customer service improvements needed in residential markets.
Identified changes needed in dealing with consumer advocates.
Identified new reporting relationships of various functions upon the retirement of Comptroller.
Established new criteria and controls for conducting physical counts of fixed assets saving over $30 million per inventory cycle.
Determined methods to improve residential collections effectiveness.
Identified appropriate level of uncollectibles and net bad debt.
Determined initial budget review procedures for new company.
Determined role and organization of Internal Auditing Department.
Determined measurement of team effectiveness.
Designed chargeback system to push responsibility down to operational levels.
Determined policies and procedures needed for centralized purchasing.
Determined ways to improve billing and collections for National Yellow Pages accounts.
Determined management reporting system needed for the Cellular business.
Wrote and produced video tape on performance excellence for customer service client.
Determined executive training needs for holding company.
Determined feasibility of pay for performance scale for programmers and systems analysts.
Determined the appropriateness of construction costs being charged to the new company headquarters.
Identified over $30 million in abuses in-collect revenue losses from overseas and recommended procedures to control against them.
Developed procedures for applying Zero Base Budgeting to a $600 million budget and assisted with implementation.
Determined methods needed for operating Phone Stores.
Determined the feasibility of measuring programmer effectiveness.
Determined the organizational impact of a computer center relocation.
Determined the costs of various telephone product lines.