Client Success Stories

Sector: Professional Services / Food Distribution & Logistics

The Challenge: A major food distributor serving leading Quick Service Restaurants (QSR) required a strategic approach to navigate complex organizational changes affecting their largest client while modernizing their service value proposition.

The Solution:

• Strategic Planning & Thinking: Developed and delivered a comprehensive strategic playbook to manage organizational change and stabilize the primary client relationship.

• Technology & Data Integration: Positioned and refined the distributor’s technological and data-based customer service offerings to enhance client value.

• Marketing Strategy: Crafted strategic messaging and planning for regional support services to ensure consistent delivery across territories.

Skills Applied:

• Strategic Planning

• Strategic Thinking

• Data Analysis

• Marketing Strategy

• Professional Services

The Result:

• Successful navigation of high-stakes organizational change with the firm's largest QSR client.

• Enhanced positioning of data-driven customer service solutions.

• Optimized strategic messaging framework for regional support operations.

Sector: Original Equipment Manufacturer (OEM) / eCommerce

The Challenge: An OEM required a comprehensive upgrade to its eCommerce experience, necessitating the alignment of business requirements with technical execution and cross-functional collaboration.

The Solution:

• Requirement Gathering & Translation: Gathered business requirements and aided in the translation to technical requirements, including the creation of acceptance criteria.

• Systems & Data Analysis: Mapped data to current and future state systems and managed API integrations.

• Stakeholder & Team Engagement: Engaged cross-functional teams and stakeholders for feedback collection and reported project status to business leadership.

• Collaboration & Relationship Management: Managed the relationship with the UX/CX designer and utilized collaborative problem-solving.

Skills Applied:

• Software Development Lifecycle (SDLC)

• Agile Methodologies

• Vendor Management

• Business Analysis & Systems Analysis

• Change Management

• Client Relationship Building

• Marketing

The Result:

• Defined technical path for an upgraded OEM eCommerce experience.

• Alignment between business goals and technical API/system integrations.

• Streamlined feedback loops between UX/CX design and business leadership.

Sector: Transportation / Start-up

The Challenge: A transportation start-up needed to define its core identity and align its leadership team to support long-term growth and operational consistency.

The Solution:

• Vision & Mission Development: Facilitated group exercises and workshops for the C-suite to create and deliver the company vision, mission, and values.

• Strategic Alignment & Goal Setting: Conducted follow-up sessions with executives and managers to outline corporate goals for FY2024-25 and prioritize implementation policies.

• Leadership Onboarding: Facilitated a targeted onboarding workshop for the Chief Human Resources Officer (CHRO).

• Curriculum Design: Developed a comprehensive outline for Leadership, Management, and Supervisor workshops to ensure continuous development.

Skills Applied:

• Cross-functional Team Leadership

• Organizational Management

• Organizational Structure

• Organizational Design

The Result:

• Established a unified company vision, mission, and values for the C-suite.

• Enhanced organizational alignment through defined corporate goals and prioritized policies.

• Framework established for continuous leadership development across all management levels.

Sector: Healthcare / Nonprofit Behavioral Health

The Challenge: Leading the concept and design phase (SAIP Phase I) for a project at the Corvallis campus of this nonprofit.

The Solution: Acted as the project manager and owner’s representative.

• Steered the project team through critical concept and design discussions.

• Systematically captured and evaluated feedback from the SAIP Phase I closure and postmortem, utilizing Agile methodologies to incorporate staff insights into the evolving Phase II design directly.

Skills Applied:

• Project Management

• Owner's Representation

• Agile Frameworks

• Facilitation & Stakeholder

• Feedback Integration

• Lessons Learned Analysis

The Result:

• Integration of SAIP Phase I staff feedback and postmortem lessons learned into the Phase II architectural and concept design.

• Successful completion and opening of SAIP Phase I.

Snapshot: Multi-National ERP Implementation

Sector: Finance / Controllers Organization

The Challenge: A client’s Controllers organization required the delivery of a large-scale, 18-month ERP implementation valued at $35M, requiring rigorous project management and vendor coordination across different regions.

The Solution:

• Project & Program Management: Acted as Scrum Master for the Controllers Organization team, managing the end-to-end delivery of the implementation.

• Global Delivery: Successfully delivered two separate implementations tailored for the Canadian (CAN) and United States (US) markets.

• Operational Coordination: Managed vendor relationships and coordinated directly with the report building team to ensure technical alignment.

• Agile Leadership: Applied SDLC and Agile methodologies to maintain project velocity over the 18-month timeline.

Skills Applied:

• Strategic Thinking

• IT Project & Program Management

• Change Management

• Vendor Management

• Software Development Life Cycle (SDLC)

• Agile Project Management

• Software Project Management

• ERP Implementations

The Result:

• Successful $35M ERP implementation completed within an 18-month timeframe.

• Effective launch of localized systems for both US and Canadian operations.

• Improved financial reporting capabilities through coordinated technical delivery and vendor management.

Snapshot: Financial Services Merger & Acquisition

Sector: Financial Services / Broker-Dealers

The Challenge: Two major financial broker-dealers required the management of eight critical workstreams during the final stages of a merger and acquisition to ensure data integrity and organizational readiness.

The Solution:

• Data Migration Management: Managed seven workstreams dedicated to transferring data from legacy systems to the systems of record for the merged entity.

• Change Management & Communications: Led a final workstream focused on coordinating communications and delivering training for affected broker-dealers prior to the merger completion.

• Strategic Oversight: Applied SDLC and program management principles to ensure technical and operational alignment during the transition.

Skills Applied:

• Strategic Thinking

• IT Project and Program Management

• Change Management

• Software Development Life Cycle (SDLC)

• ERP Implementations

• Mergers & Acquisitions

The Result:

• Successful integration of legacy data into the unified system of record for the merged entity.

• Comprehensive training and communication delivery for all affected stakeholders prior to the merger.

• Strategic completion of eight critical workstreams during the high-stakes final stages of an M&A.

Sector: Fortune 5000 Retailer / Mobile Applications

The Challenge: A large-scale retailer needed to identify program opportunities and manage the development lifecycle for two fitness-vertical mobile applications before a dedicated product manager was in place.

The Solution:

• Agile Leadership: Acted as SCRUM Lead and Senior Project Manager, bridging the gap between business objectives and technical team execution.

• Product Advocacy: Served as the temporary "voice of the consumer," defining requirements and priorities in the absence of a permanent product manager.

• Strategic Prioritization: Facilitated prioritization conversations throughout the product development lifecycle to identify and capture high-value opportunities.

• Release Management: Managed the end-to-end product releases for two separate mobile applications within the fitness vertical.

Skills Applied:

• Strategic Thinking

• Software Development Life Cycle (SDLC)

• Mobile Applications

• Retail

The Result:

• Successful launch and release management of two mobile fitness applications.

• Improved alignment between business needs and technical output through facilitated prioritization.

• Maintained program momentum and consumer-centric focus during key leadership transitions.

Sector: Life Sciences / Biomedical Device Manufacturing

The Challenge: Orchestrating a critical $5M divestiture requiring the separation, integration, and cloud deployment of 20 legacy custom applications across geographically distributed IT teams without disrupting operational continuity.

The Solution:

• Governance framework: Established a unified hybrid governance framework bridging PMBOK predictability with Scrum adaptability.

• Cross-Functional Alignment: Spearheaded cross-functional alignment between mainland USA and Puerto Rico IT teams, streamlined vendor coordination, and engineered a structured integration roadmap to migrate the application ecosystem to the cloud.

• Mentorship: Simultaneously, upskilled the internal delivery pipeline by mentoring junior project management talent.

Skills Applied:

• Hybrid Project/Program Management (PMBOK & Scrum)

• Cloud Migration Strategy

• Cross-Functional Leadership

• Executive Stakeholder Engagement

• Vendor Management

• Talent Mentorship

The Result:

• 20 custom applications successfully integrated into the Enterprise Resource Planning (ERP) system and migrated to the cloud.

• Transparency achieved across stakeholders via direct, real-time status reporting to the global PMO and C-suite executives.

Sector: Professional Education / Digital Publishing

The Challenge: Orchestrating a cross-country virtual team to coordinate and create comprehensive eCourseware and supplemental digital publications for a national nonprofit.

The Solution: Led a distributed technical and content team via virtual collaboration to manage the end-to-end lifecycle, design, and production of digital educational assets and e-publications.

Skills Applied:

• Strategic Thinking

• Budget Management

• Cross-Functional Leadership

• Distributed Team Coordination

• Project Lifecycle Management

• Digital Content Strategy

• Stakeholder Management

The Result:

• Virtual coordination and successful launch of the client's eCourseware and digital publication portfolio.

• Alignment with the national nonprofit client’s strategic delivery timeline and budget constraints.