Corporate Strategy

For the Strategic Planning Group of a Global Professional Services Firm
Designed and implemented strategic planning processes across six lines of business and multiple geographies, and evaluated business plans to ensure strategic alignment with firm-wide business objectives of this global, multi-billion dollar firm

For an International Consumer Electronics Manufacturer
Designed and directed a strategic planning process to strengthen competitive differentiation and identify new growth opportunities and assess competitive strengths and weaknesses in US, European and Asian markets. Findings were presented and analyzed at a senior management retreat that further assessed the scope and implications of new business opportunities

For an International Financial Services Company
Evaluated business strategies and market drivers influencing emergent demand for financial advice and planning, investment and insurance services, as preparation for a strategy retreat of senior executives

For an International Investment Services Firm
Directed a reassessment of business and marketing strategies based on analysis of factors constraining savings and investment behavior of Baby Boomers, the "Baby Boomers' Savings Paradox," that led to revised financial projections and new investment products and services

For an International Publishing Company
Facilitated a company-wide initiative to identify new revenue growth opportunities through cross-divisional collaboration and leveraging of content assets and best-in-class processes, based on a new approach to market identification and assessment

For a Brand Strategy and Corporate Identity Firm
Provided strategic business advisory services focused on strengthening competitive differentiation of company positioning, improving sales and marketing, and overall organizational effectiveness

For a B2B Media Auditor
 Directed scenario-planning project to identify options for a new online strategy, including implications for selecting alternative strategic partners

Competitive and Market Intelligence

For an International Professional Services Firm
Directed a best-practices benchmarking study on Global Account Management, including assessments of the roles and responsibilities of Senior Relationship Partners, trans-national incentive structures, the role of senior management, and approaches to delivering a common high level of service across national markets and business divisions

For a Global Information Services Provider
Conducted a project to strengthen the organizational effectiveness of a corporate-wide business intelligence program, including the identification of executive and practitioner needs, and re-design of a development plan for a new business intelligence Intranet

For a Global Financial Services Company
Designed and facilitated a business war game that identified a set of marketing initiatives to strengthen the company's market position, and anticipate and preempt the actions and reactions of key competitors

For a Global Accounting and Consulting Firm
Developed an international Market Intelligence Network across six lines of business in the US and UK and conducted on-going assessments of the competitive environment, and market and client trends with implications for products and services across the firm's multiple business units and geographies.

For a Leading International Credit Card Company
Conducted a competitive intelligence project encompassing the US, Europe, Asia and the Middle East to identify and assess market strategies, and market and business assumptions of senior managers

For an International Money Transfer Company
Designed and conducted on-going training to establish a new competitive intelligence capability and conducted a series of workshops and strategy seminars to strengthen competitive position and develop processes for overcoming organizational silos

For a Start-up in e-Security and Internet-based Biometric Verification
Directed an assessment of the competitive landscape of the market for biometric online security products and services. The project examined the strategies and activities of key competitors, factors driving demand, and evolving technologies and business models

Brand Strategy and Positioning

For a Global Pharmaceutical Outsourcing Company
Developed a competitive positioning and value proposition that responded to un-met customer needs and valued vendor attributes, leveraged core competencies that could not be duplicated by competitors, and provided marketing and communications guidance across multiple divisions and service markets

For a Global Accounting and Consulting Firm
Directed positioning and market assessment of business opportunity in new market for online expert advice and consulting, including analysis of best-in-class practices, business strategies, revenue models and competitive dynamics, to help development of a new Portal strategy and service offering

For a Regional Bell Operating Company
Directed development of a competitive positioning and brand strategy that moved beyond the company's "Ma Bell, telephony roots" to enable the introduction of new non-telephony value-added products and services

For a Pharmaceutical Commercialization Consulting Company
Developed differentiated value propositions and postiionings for three new service offerings designed to facilitate their market entry strategies and distinguish the company from competitors

For a Global Professional Services Firm
Directed project to determine the brand value proposition, competitive positioning and marketing messages for a new e-security/PKI business

For a Canadian Multimedia-Telecommunications Company
Developed a new brand and naming strategy to leverage the equity in the corporate brand name across multiple lines of business

For a National European PTT
Directed the evaluation of the branding strategies of major international telecommunications and network management companies as part of a brand rationalization project

For a National Car Rental Company
Developed a new brand positioning and brand strategy that rose above the car rental experience to capture the American spirit of freedom and fun associated with the car-driving culture

M&A, Merger Integration and Business Development Support

For an Industrial Manufacturer
Directed development of new acquisition criteria based on a strategy and SWOT review, as prelude to acquisition target selection

For a Big 6 Firm
Directed a competitive assessment project to identify and evaluate the comparative financial and market benefits, and organizational challenges of alternative merger partners

For a National Water Utility
Directed employee satisfaction research to identify post-acquisition problem areas to be addressed by senior management and a new communications strategy

For a Big 5 Audit Firm
Directed Merger Transition Task Forces on marketing and communications, and legal and regulatory issues in support of merger between Coopers & Lybrand and Price Waterhouse

Non-Profit Strategy

For the Board of Directors of a Micro-Finance Organization
Designed and facilitated a strategy retreat to re-confirm the organization's mission and strategic objectives, assess the organization's capability for financial self-sufficiency and needed funding options and plans, evaluate the financial benefits and strategic alignment of new risk-based loan products, and achieve consensus on the roles and responsibilities of Board members

For a Public Policy Research and Civic Organization
Designed and implemented a strategic planning process resulting in an action plan to strengthen the organization's visibility and impact in the public policy arena, fully leverage the unique character of the Board of Directors, and strengthen the organization's effectiveness with a new staffing model and administrative processes designed to improve fundraising and financial stability

For an AIDS Advocacy Organization
Developed a strategy to address a combination of factors constraining the pursuit of the organization's mission, including increasing competition for a declining pool of funding, the lack of a clear differentiated image in the eyes of donors and potential donors, and the need for a clear message that conveys its unique role and capabilities so that its profile is raised in the eyes of the media and the donor/funding community

For a Public-Private State Economic Master Plan Commission
Designed the strategy development process and directed the work of a statewide economic strategy commission which brought together senior executives from the major companies in New Jersey with government representative to develop a consensus view for the state's economic future and a comprehensive economic development plan

For a Public-Private County Partnership
Directed a two-year assessment to identify opportunities for and obstacles to improving the long-term business environment and quality of life for the residents of a Florida county with a multifaceted economic base and diverse population. The assessment focused on education, housing, employment, transportation and infrastructure, and other public policy issues

For the New York City Partnership
Directed a public-private partnership initiative to develop a strategic plan for development of a regional export assistance center. Special focus was given to identifying mechanisms for the Federal government to coordinate its efforts with those of public and private export assistance providers