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Technology Projects

  Strategy Operations Organization
Nonprofits      
Food, Beverage, & Merchandise      
Professional Services      
Technology 1. Global Services Strategy 6. Customer Satisfaction Performance Improvement 12. Coaching Team Performance
  2. Refurbished Assets Strategy 7. Best Practice Customer Satisfaction Processes 13. Training Program for New Software Implementation Consultants
  3. Evaluation of current and prospective portfolio companies of VC firm 8. Cost Reductions in Administration and Plant Maintenance 14. Project Kickoff Communications
  4. Post-merger Market Position Strategy for Telecommunications Provider 9. Operations Diagnostic for Executive Retreat  
  5. Services Growth Strategy 10. Networking and Fundraising for Isreali start-ups  
    11. Process Optimization and Documentation  
Energy      
All Projects      

Technology Strategy


1. Global Services Strategy

Developed a five-year growth strategy for a two billion dollar IT equipment manufacturer. Analyzed industry dynamics, customer needs, internal strengths, and the competitive landscape.

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2. Refurbished Assets Strategy

Developed a business case for a growth opportunity from refurbishing and reselling used IT assets replaced during technology churn.

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3. Evaluation of Current and Prospective Portfolio Companies of VC Firm

Worked with a venture capital firm over a six-month period to evaluate the current portfolio and screen potential investments in order to execute the recommended investment strategy. (McKinsey & Company)

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4. Post-Merger Market Position Strategy for Telecommunications Provider

Recommended a post-merger market position strategy for a six billion dollar telecommunications provider comprised of six individual enterprises. Recommendation was based on primary research (interviews and surveys with customers and management) evaluating these three criteria: the position had to be meaningful to customers and their buying criteria; the position had to be based on the client’s clear strengths; and the position had to be a unique strength that competitors were not delivering.

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5. Services Growth Strategy

Recommended a revenue and profit growth strategy for the services group of a software manufacturer. Identified and evaluated individual growth opportunities with current and prospective customers, current and potential services, and process improvements. Developed action and resource plan for increasing annual revenues by more than 30%.

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Technology Operations

6. Customer Satisfaction Performance Improvement

Worked with a Customer Satisfaction team (CSAT) at a computer equipment manufacturer over a 12-month period to prioritize and execute initiatives that would most likely improve customer satisfaction and loyalty.

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7. Best Practice Customer Satisfaction Processes

Recommended changes to an IT manufacturer's process for collecting, analyzing, and acting on customer satisfaction data. Benchmarked the client's practices against those of six IT companies publicly rated as best in class for customer satisfaction. Gained access to leaders in benchmarked organizations using extensive network of Stanford business school and McKinsey & Company alumni.

"2005 Customer Satisfaction Benchmarking Study" (pdf)
Sanitized results of interviews with six top-rated IT companies to learn how they measure and act on customer satisfaction issues in order to increase customer loyalty.

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8. Cost Reductions in Administration and Plant Maintenance

Led two client teams to identify cost reduction opportunities in plant maintenance and overhead for a manufacturer of agricultural fertilizers. Used a proprietary database of overhead counts in various industries to recommend specific headcount reductions. Compared financial results of three operating plants owned by the client to estimate potential savings from transfer of best practices from top performing plants to others. (McKinsey & Company)

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9. Operations Diagnostic for Executive Retreat

Following the acquisition of a seismic software company by an oil field services provider, interviewed top executives in the acquired company to identify strategic issues to resolve. Facilitated discussion at the parent company's executive retreat focused on the five-year strategy. (McKinsey & Company)

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10. Networking and Fundraising for Israeli Start-ups

Planned, organized, and held an investment conference in London bringing European investors together with Israeli start-ups. (McKinsey & Company)

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11. Process Optimization and Documentation

Documented processes for a customer care organization to help communicate to staff and clients responsibilities for each party in diagnosing and resolving a service call.

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Technology Organization

12. Coaching Team Performance

Coached a five-person management team on improving productivity and dynamics of weekly staff meetings. Prepared with each team member in advance to plan agenda and presentations. Helped keep meetings on track and facilitated team feedback on communications.

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13. Training Program for New Software Implementation Consultants

Designed and created a formal training program for new consultants of a software company focused on oil and gas accounting.  Led this client team to define the 45 required modules. Helped this client develop the first five pilot modules. Tested these pilot modules in classroom settings with new hires. Provided the client with a clear structure and process for completing the remaining modules with or without external help.  

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14. Project Kickoff Communications

Created a project kickoff process and template for a software services organization. Documented key processes and responsibilities to communicate to new clients to ensure successful working relationships.

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