Financial services: developed the online banking proposition for a major UK insurance company
Public: devised and implemented senior management coaching evaluation program for the global public organization, including large scale multi-method survey research project
Nonprofit: conducted market research for proposed global foundation’ new potential program offering; oversaw implementation / managed client relationship for $2M population study for the large non-profit foundation
Industrial: managed change management research / method development for a large-scale global technology implementation
Pharmaceutical: designed and aided implementation of a global technology support organization and supporting processes for a global pharmaceutical
Services: Oversaw culture assessment development for a professional services firm; oversaw development of performance metrics for pay-for-performance system for a professional services firm; participated in market-share assessment for services for a professional services firm
CROSS-FUNCTIONAL CLIENT EXPERIENCE
Business Strategy: Developed business strategy for a financial wing of the international car manufacturing company
Strategic Planning: Created strategic plan for non-profit agency; developed strategic market analysis of for a new product by an insurance firm
Organizational Design: Designed an entirely new wealth management and CRM organization for an online bank (included organizing principles, structure, roles and responsibilities, jobs, rewards, and KPIs)
Process Improvement: Documented the high level e-business IT processes (flows, roles, metrics and IT/business checklists) for an international insurance group; assisted in IT vendor selection
Customer targeting and segmentation / Customer relationship management: Developed the market and customer targeting, the segmentation strategy as well as the branding initiatives for the UK online banking firm;Led the customer segmentation design of the online strategy engagement for a major US investment bank, including overseeing and implementing internal and external research and development of psycho-demographic primary data driven customer segmentation; Developed customer relationship strategy for an online banking proposition
Training & Coaching Evaluation: Created and implemented training needs analysis for a medical device manufacturing company; Developed and evaluated a large scale international coaching program evaluation
HR: Developed performance metrics and job descriptions, trained the client on how to work with staffing firms to hire talent for a bank; Provided assistance in implementing new HR processes / staff augmentation in Publishing house redesign