• For one of the world's leading insurance companies, served as a member of a pre-IPO team chartered to raise profitability prior to demutualization. Recommended major structural changes to the client's service delivery chain, identified technology costs that resulted in the client discontinuing its largest selling product, and specified organizational changes to create a more market-oriented company.
• For a leading disaster recovery services provider, redesigned the method by which recovery is accomplished by applying advanced networking, and improving service quality and availability, all while saving $15 million annually.
• For a leading high school sports awards company, analyzed manufacturing and sales processes, and provided recommendations with the potential to improve bottom line performance by 33%.
• For a leading heavy duty truck manufacturer, analyzed dealer support systems and recommended system changes saving $8 million annually, while improving dealer support for sales and service.
• For one of the world's leading banking concerns, analyzed data center architecture, disaster recovery capabilities, and costs. Recommended a new design improving recoverability to meet business unit objectives while offering cost savings of $25 million annually.
• For an international retailing e-commerce company, assessed technologies, staff, and operations in the United States and Israel. Recommended consolidation of operations and service improvement approaches.
• For an electric utility company expanding its line of services, assessed current IT capabilities, developed a prioritized list of applications with justification, and provided guidance regarding implementation management.

• For a global leader in multi-channel enterprise CRM solutions, identified partnership candidates for European market entry, focusing on synergy between the capabilities of the software with those of partners as well as identifying quality sales channels.
• For a composite application integration software company, developed a business value proposition, recommended priority financial services applications, and introduced the company to potential pilot companies.
• For a web services security appliance company, provided market entry strategy and support.
• Competitive information: provided analysis of competition's products and services.
• Sales support: located target parties and set up appointments.
• Websites: developed and maintained websites for medium and small-sized clients as part of ongoing marketing support.

• For a $25 billion global food and beverage company, developed the general management portion (CIO level) of a self-assessment questionnaire designed for over 60 internal IT departments within the corporation. Refinements included variations for department size and complexity.
• For an international financial services firm, assessed options for migrating data centers to an environment more secure from terrorism and other dangers, incorporating geographic redundancy and identifying the opportunity for reducing annual cost by over 20%.
• For a $10+ billion manufacturer, provided guidelines for help desk, testing, application management, and disaster recovery for distribution channel.
• For a major regional bank, developed an application architecture and a process for application development prioritization that addressed business justification, control over application enhancements, project risk, and cost.
• For a financial services firm, re-negotiated carrier contracts, reducing annual cost by 30%, increasing carrier service level commitments, and providing a more flexible array of services.
• For a healthcare accreditation organization, developed a support approach for server and network environment, leveraging capabilities of vendors to minimize in-house resource needs.

• Analyzed, planned, designed and implemented cost-effective infrastructure with built-in high availability and disaster recovery features. Clients included Chase Bank, ABN-AMRO Bank, Freightliner, Board of Trade Clearing, Pepsi Bottling Group and others.
• Electronic Banking: led the industry into high performance systems used in electronic banking.
• Electronic Trading: involved over many years in the evolution of futures and equity trading platforms including the move to existing electronic exchanges with requirements for 23.5 x 7 availability and over 2000 transactions per second performance.
• Financial Analysis: experienced with analyzing infrastructure costs and product delivery costs, and identifying practical and effective alternatives to achieve higher service levels at lower cost.
• Outsourcing: number two executive and co-founder of a DaimlerChrysler IT services company in North America. This company servicing global commercial clients was part of the $3 billion debis IT Services company, a global firm, and has since been acquired by Deutsche Telecom and now operates as T-Systems.
• For an international financial services firm, assessed options for migrating data centers to an environment more secure from terrorism and other dangers, incorporating geographic redundancy and identifying the opportunity for reducing annual cost by over 20%.
• For a financial services firm, re-negotiated carrier contracts, reducing annual cost by 30%, increasing carrier service level commitments, and providing a more flexible array of services.

• For a 100+ year old futures exchange, performed a thorough analysis of a software platform for electronic trading using a proven methodology that includes evaluation of application functions, architecture, staff skills, management, business processes, customer satisfaction, and financial health.
• For a leading work flow productivity software company, assisted with the definition of a value-based application migration plan, focusing resources on value to clients.
• For an insurance industry ASP integrating electronic payments with other services, designed service delivery approach and provided costs prior to funding.
• Led study to assess usability and marketability of web-based version of HR management tool used by multiple Fortune 500 firms.
  • Assessed usability issues and developed recommended corrective strategy, including costs.
  • Presented final report to executive management, including president and COO.

• For a Medicare contractor servicing five states, led the effort to implement an ISO 9001:2000-based quality management system.
• For a large manufacturing company, surveyed 5,000 users and interviewed 50 principal managers. Analyzed and summarized results, focusing on recommended actions to improve service levels and to raise customer satisfaction.
• For an engineering organization, surveyed 900 engineers and used results to determine support requirements, focusing on the opportunity for increased organization productivity through higher quality support services.

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