Performed a broad industry survey of national retail women’s and girl’s clothing chains utilizing brick-and-mortar stores, online sales and catalog-based sales channels.

Prepared a detailed business and financial model for the rollout of a national retail clothing chain for the teen and "tween" (aged 7-14) market utilizing a combination of retail sales outlets (brick-and-mortar stores), online sales, and catalog sales.  The model included a 5-year plan for the roll out of 180 stores nationwide, online sales and ERP infrastructure, catalog sales, national distribution and logistics, staffing and advertisement.

Prepared pro forma financial statements for the 5-year plan and presented recommendations and strategies for success of the business model.

Led the design and development of all initiatives and elements designed to take this company from number ten in its global industry to number four.  Elements included definition of Aim and purpose, strategic foundations, and core initiatives, including corporate identity, people and organization development.  Worked with senior team to articulate a detailed master plan, align the organization around it, and deploy core projects on a global basis. 

Led the design and development of Enterprise-wide Strategic Initiatives and Projects designed to make this company one of the top-5 US-based transportation services companies.  Key efforts included definition of the Aim, Strategy Foundations, and core Enterprise Initiatives for the corporation.  Worked with senior team to articulate a detailed master plan, align the organization around it, and define and deploy Enterprise Projects for each core Initiative to reach the Aim.

Performed research of the global transportation services industry to assess the current state and trends of the extended transportation services market, identify market leaders and emerging players, and identify and evaluate opportunities.

Led effort to design, organization and launch of an Enterprise Program Management Office (EPMO) to manage Enterprise Projects and other corporate activities and the critical resources needed in their execution.

Assisted in the definition and deployment of Program Management systems and tools for the EPMO including the planning and management processes, training programs, resource management system, metrics management system, and online tools including Microsoft Project Server.

Performed original research on best practices in Channel and Account Management (CAM) and an survey of internal sales channels and channel and account management activities.  Published results and recommendations.

Led discussions with senior team to review best practices and current internal channel and account management design, to identify CAM issues and opportunities, and to design channel improvements.

Assisted Enterprise Networks Group in defining strategies to unbundle client’s products and technologies and offer them on an OEM basis through third party channels and as embedded technologies in third party products.  Worked to develop a channel development roadmap.

Surveyed enterprise networks industry to identify and evaluate potential channel and OEM partners. 

Interviewed and introduced client to several potential channel and OEM partners and facilitated discussions among them on forming business relationships.

Published results and recommendations

Worked with Enterprise Networks to develop a program for improved market awareness and a process for integrating this knowledge into ongoing market strategy development.  Architected a best-practice market evaluation process.

Performed market and channel market share surveys and performed an analysis of competitor market tactics.

Made strategy recommendations for market and channel development.

Assisted in characterizing the market and designing channel structure to more effectively acquire and serve our client’s customer base.

Performed research for Enterprise Networks Group to assess the current state and trends in the Voice-over-IP (VoIP) industry including market size and projections, architectures, capabilities and the competitive landscape.

Performed a survey emerging players, technologies and products in the IP Telephony industry.   Identified potential supplier and channel opportunities

Assisted in defining a roadmap of IP Telephony offerings, product architecture, value chain analysis, strategies for competitive positioning, multi-tiered channel development strategy and market penetration forecast.

Published “Voice by Vendor” and assisted in gaining corporate support for program.

Performed broad industry research to assess the current state and trends in enterprise networks including architectures, capabilities, and leading and emerging competitors.

Performed a market survey to assess the telecommunications network needs and directions of enterprise customers and their preferences between ATM and IP-based core switching technologies

Assessed competitive position, product mix, and made recommendations on product architecture and positioning strategies for the Enterprise Networking Group.

Published “Evolution of 21^st Century Enterprise Networks”

Performed industry research to assess the telecommunication infrastructure maturity and regulatory environment of Shanghai and its Pacific Rim peers Hong Kong, Singapore and Malaysia and assessed Shanghai’s telecompetitiveness relative to its peers;

Made recommendations on what Shanghai must do to become a global business center in the 21st Century;

Published “Shanghai Telecompetitiveness – Performance and Prospects” with Nortel Networks, which was presented to the Mayor of Shanghai.

Worked with vendor to prepare a business plan for rolling out broadband communications services.

Assisted in analyzing the competitive landscape and competitive positioning.

Worked to identify the broadband service offerings, pricing, and the market potential of the offerings.  Made recommendations business strategies and positioning, and potential strategic partners and their roles.  Assisted in preparing a business and financial model and pro forma financial projections.

Worked with Senior Team to define and disseminate the core elements of the company’s new corporate identity.

Assisted in the development of strategy for the new profile.

Performed an extensive study of the residential networking products and services market determine to market size and growth projections and evaluate market adoption forecasts.

Assessed competitive landscape and the solution and channel strategies of key competitors.

Assisted vendor to define goals and strategies to control the value chain and to develop solution strategies, industry development and channel strategies.

Defined strategies for developing alternate revenue streams beyond product revenues.

Assisted in developing a comprehensive Business and Financial Model for VAS.

Lead the RCG management team in a group-wide program to define the vision, mission and key strategy elements to become a leader in the Residential Networking Products and Services.  Assisted the team to define a set of strategic initiatives for value creation within the group.

Coordinated the development of the PNG Program Office, and assisted with management frameworks.  Worked with the management team to articulate the program master plan and to align the corporate management and the extended management team with the strategic plan. 

Held team building sessions as a group and worked individually with team members to develop the initiatives, decompose initiatives into their critical elements, and develop a strategy of action for each element. 

Assisted with evaluation and prioritization of projects, definition of metrics and milestones, scheduling, resource allocation and preparation of the corporate financial plan.

 Worked with Senior Management to develop new organizational structure.

Reviewed the experiences of ten companies (seven hardware and three pure services) to identify critical success factors, issues and approaches to developing a successful service business.  We focused on particularly on primarily product-centric companies that successfully transitioned to offering solutions and services

Prepared case histories, histories, identified best practices and critical success factors and lessons learned and made recommendations on approaches to creating a successful solutions and services business.

Published “Creating Solutions and Services Businesses in Product-Centric Companies.”

Lead the management team in a group-wide program to define the group vision, mission and key strategy elements to become a leader in Personal Networks.  Assisted the team to define a set of strategic initiatives for value creation within the group.

Coordinated the development of the Program and Strategy Offices, and assisted with management frameworks.  Worked with the management team to articulate the program master plan and to align the corporate management extended management team with the strategic plan. 

Held team building sessions as a group and worked individually with team members to develop the initiatives, decompose initiatives into their critical elements, and develop a strategy of action for each element. 

Assisted with evaluation and prioritization of projects, definition of metrics and milestones, scheduling, resource allocation and preparation of the corporate financial plan.

Assisted in developing frameworks for the integration of vendor’s activities, and creation of enterprise strategies and systems

Worked with Carrier's Retail Markets to design, apply and implement a market and channel management model for the emerging business customer segment.

Reviewed various research studies and performed interviews with emerging business customers to evaluate customer needs, market segmentation, and value proposition.  Performed interviews with agents, peers, and to assess current channel programs, issues and realities.

Refined customer segmentation, defined a comprehensive adaptive channel model addressing real time management and support of multiple sales channel.  Identified channel model options, key variables and internal support requirements.  Mapped subsegments onto channels based on channel capabilities and value of customer subsegment.

Chaired meetings with the management team to select key channel design variables and the phasing of channel options.

Performed a comprehensive survey and analysis of U.S. and Colorado labor markets, sector trends, educational training requirements, Institutional programs and initiatives, Corporate initiatives and Government initiatives to improve labor market conditions, particularly in the high tech sector.  Interviewed representatives of educational institutions, government and industry to gain insight.

Published “Colorado Education Summit - Education Employment and Economic Development” that detailed findings and recommended a framework for improvement.

Chaired the Colorado Education Summit, an interactive conference among educational institutions, government and industry sponsored by client to address the dramatic shortfall projected in the high tech and other labor markets in Colorado.

Lead the management team in a group-wide transformation to define the group vision and key thrusts to achieve the vision.  Assisted the team to define a set of strategic initiatives for value creation within the group.

Coordinated the development of the Transformation Office and the implementation of management frameworks, the articulation of the master plan for the transformation and the alignment of the extended management team with the strategic plan. 

Held team building sessions as a group and worked individually with team members to develop the initiatives, decompose initiatives into their critical elements, and develop a strategy of action for each element. 

Assisted with evaluation and prioritization of projects, definition of metrics and milestones, scheduling, resource allocation and preparation of the corporate financial plan.

Had primary role in developing business plan and launch plan for this wireless carrier.

Assisted senior team in planning merger integration.

Performed a comprehensive survey of broadband telecommunications networks for the mass market and the architectures, methodologies, challenges, and emerging technologies for powering these networks.

Published “Powering Requirements for Broadband Telecommunications System”.

Performed broad industry research to assess the current state and trends in broadband service delivery architectures and Digital Loop Carrier (DLC) equipment and related telecommunications infrastructure.  Interviewed leading switch and telecommunications equipment manufacturers and assessed the competitive landscape including leading and emerging competitors, their offerings, capabilities and current and potential major customers.

Performed broad industry research to assess the current state and trends in broadband service delivery architectures and Digital Loop Carrier (DLC) equipment and related telecommunications infrastructure.  Interviewed leading switch and telecommunications equipment manufacturers and assessed the competitive landscape including leading and emerging competitors, their offerings, capabilities and current and potential major customers.

Interviewed major telecommunications carriers, CLECs, distributors and integrators to assess the market for infrastructure to deliver broadband services to subscribers including DLCs, future plans for broadband network deployments and preferred suppliers.

Published “Local Access and Digital Loop Carriers”.