Franchise Services of North America

$400M Healthcare Company

$300MM Dallas-based regional healthcare provider

For a $1.3B Healthcare Services company, developed a management process that integrates effective management strategic planning, zero-based budgeting (“ZBB”), forecasting and operations reporting into a seamless, end-to-end continuous process.

 For a $7B Healthcare Products company in the process of a global merger, developed a supply chain planning and forecasting strategy for the new combined entity.

For a private equity-owned healthcare services firm, led the effort to improve overall information systems effectiveness by creating standardized data definitions across systems, upgrading Finance and Accounting systems, designing and implementing a data warehouse and business intelligence capability, and defining an overall information systems vision and associated priorities and implementation plans.

Start-up Oilfield Services company

For a global hospitality company, defined new billing approach and systems to enable improved billing efficiencies while addressing increasing complexities and customer requirements.

For a start-up financial services company, developed an IT strategy to enable business goals and implemented IT infrastructure and service management processes.

Principia21, LLC

Dell’s IT Outsourcing business was experiencing a decrease in win rates on proposals to customers.  Conducted comprehensive analysis on all aspects of the proposals and formulated / implemented new methods and processes for sustainable improvement.  Resulted in new understanding of customer values and doubling of pursuit win rates.

Developed new approach with standard processes, tools and definitions. Initially developed and implemented for Dell Services, following year implemented and for Dell Inc. strategic planning. Reduced annual cycle time over 50% with improved quality.

Led development of Dell Services’ five-year growth strategy to achieve aspirational goals of doubling revenue in five years (5x industry growth rate). Collaborated with leaders of each customer segment, geography and service area to define strategic priorities, investment plans and annual revenue and margin goals, then facilitated integration with Dell Inc. plans.

Appointed to direct development of the initial global services strategy for $8B division, after Dell’s acquisition of Perot Systems.

Overall leadership and accountability for the global Business Design and Operations Effectiveness practice.

Created company from scratch.  Determined there was an unfulfilled niche in the decorative lawn & garden products category.  Founded a corporation, developed business strategy, prepared start-up budget / financial plans, and led product development process & launches.  Developed to $1MM in annual sales and sold company.

Start-up industry market exchange

For a manufacturer of precision machine tools, led the effort to restructure the company to restore profitability, after the worldwide demand for their products dropped by more than 50%.

For a consumer products company, developed a new supply chain strategy to position the company for expected rapid growth and improve service levels.

Partner in the Supply Chain practice of this premier global strategy consultancy.

State Industrial Products

For a “Top 10” worldwide client, appointed as QA Partner to oversee and ensure quality and success of the global roll-out of new systems and processes for global spare parts fulfillment.

For a global joint venture created to manufacture and distribute forklift trucks, led the definition, design, development, implementation  and worldwide roll-out of systems and related processes for nearly all functions of the new company.

Selected as one of six U.S.-based managers to participate in an organized program to transfer skills to Andersen Consulting’s emerging Asia/ Pacific practice offices.

For innovative use of Artificial Intelligence in a manufacturing application.

For an Asian Beer Brewer and Distributor, reviewed  and critiqued physical distribution planning, scheduling, control and systems policies and procedures, as well as the costs of the existing physical distribution channels.  Formulated a physical distribution strategy (since implemented) to sustain a leading-edge logistics competitive position.

State of Ohio

Bachelor of Science in Industrial Engineering