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Transformation Successes
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Customized a Provider Data Maturity Model
Working with the largest provider data network in California, customized a provider data maturity model to show the path for progress...


Company-Wide Big Idea Fest
Under the Executive Director's leadership, launched a company-wide initiative to gather "Big Ideas" around science and sustainability to...


Strategic Plan to 3X Revenues in 3 Years During a Pandemic
Conducted Market Research, interviewed leaders and department heads to develop a Strategic Plan that includes Mission, Vision, Goals &...


Provider Data Life Cycle Transformation
An independent provider network organization was operationally constrained from multiple source systems and manual updates, resulting in...


Using Lean 1-Page Business Plan to Explore Growth
Facilitated the Vision and Strategy to help a construction company expand to adjacent services. Conducted a SWOT analysis to evaluate...


Market Research as-a-Service
Have a break-through idea but not sure if it is a viable business opportunity? Need to know who are the key competitors or explore...


Optimizing Products, Revenues, & Operations with Sales 360
Using Analytics to Optimize Sales Between Sales, Marketing and Promotion teams, an organization was inundated with constantly launching...


Dialing in Call Center Optimization
An $800M ERP consulting firm had two call centers - one focused on outbound calls for Sales, the other for Recruiting. When Sales are...


Triaging the Re-opening of the California Academy of Sciences
From Chaos to Calm: When the California Academy of Sciences reopened in a $485MM Renzo Piano designed, double Platinum LEED rated,...


Finding $632,000 through Contract Reviews & Renegotiations
Tighter budget calls for greater diligence and resourcefulness. While managing an IT department, conducted contracts review and vendor...


Logged over $10M in In-kind Donations
As part of the technology roadmap, made pitches to large technology companies and design studios to receive various in-kind donations...


Transforming a Local Museum to a Global Institution
It all starts with...Culture. Global Strategy: The California Academy of Sciences is a San Francisco museum but with a global mission to...


Co-creating a Strategy & Roadmap for Business Transformation
From Ad-hoc to Strategic Roadmap: A $20B+ non-profit organization embarked upon business transformation by unifying the back-office onto...
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