BUSINESS CATEGORY
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ORGANIZATION
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SITUATION
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RESULT
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Project Management
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Bank of America
Financial
Services Company |
The Bank needed to understand the financial and
operational risks associated with a $9 Billion corporate agency
division prior to offering it for sale. |
Project Manager of
operational and financial audit of this troubled portfolio. Interfaced
daily with external and internal auditors and legal counsel, as well as
with senior management. Managed 100 people in three locations in the
successful accomplishment of the audit which came in under its $8 million
budget and before the due date. Division successfully sold. |
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Hewlett Packard
High Tech
Company |
Brought in to take over project management of a major
$100+ million dollar environmental litigation case from outside counsel. |
Project Manager managing
legal, financial, risk management, and environmental experts in
achievement of project goals. Completed project before due date, using only 60%
of a $6 million budget, and recovering over 3 times the stated goal. |
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Wells Fargo Bank
Financial
Services
Company |
Bank had a Business Continuity concern due to
a critical system having poor documentation and only being understood and
operated by an outside vendor. |
Managed
the project
and personally documented the data input and data output of the system.
The project was successful in documenting and independently operating the
system, as well as training the employees, all in half the time assigned
by the Bank. |
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Hewlett Packard
High Tech
Company |
Hired to replicate HP Risk Management for the $7
Billion creation of Agilent Technologies, at that time the largest IPO in
history. |
As Project Manager,
developed and tracked 40 project plans replicating HP’s insurance programs
and processes. HP Risk Management was the only unit not under Ernst &
Young’s project management; it was the first unit finished. |
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California State Automobile Association (CSAA)
For Profit
Association |
Hired to research and document vendor compliance in
CSAA’s Y2K efforts. |
Successfully developed
compliance database to track, monitor and report on vendor Y2K compliance
before due date. Given Project Management responsibility over all Y2K
project managers due to this achievement. |
New Product/Service Development
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Visa
International
Financial
Services Company |
Ground floor involvement in the development of
VISA Cash, the revolutionary chip-based stored value card. |
Developed the
conceptual, feasibility, and business requirements documents. Also
developed the proof-of-concept financial modeling and the planning
implementation guide when product was made available to Member banks. |
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Wells
Fargo Bank
Financial
Services Company |
Some two months before the pilot launch of a new
Merchant ATM Depository service it was noted that no work had been done to
integrate the critical Items Processing systems. |
Analyzed the five
systems of the Items Processing unit, successfully managed the system
design changes, documented the work effort and developed the testing
environments for the five systems. Completed project one week ahead of
schedule. |
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Public
Health Service Bureau
Health
Services Company
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Retained by President to assist in planning and development of two new
services, and in their annual strategic planning efforts. |
Completed the project planning documents and Business Cases for the new
services on time, as well as the internal processes and systems
requirements for a successful launch. One service launched
successfully, the other delayed for strategic reasons. Also assisted
in the development of 2007 Strategic Plan with strategic initiatives and
timeframes. |
Strategic/Business Development
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Wells Fargo Bank
Financial Services
Company
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Bank was seeking to
develop a long-term strategy for its online banking service. |
Developed plans to
change the organization from paper intensive to computer-based with
customer friendly interfaces for enrollment, reporting, customer servicing
and transactions. |
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Ramsell Corporation
Public Health
Services Company |
Company was seeking to
expand within its current market niche and into other Public Health
sectors. |
Developed company’s
first Business Plan with Corporate Vision, Mission Statement, Tactical and
Strategic Initiatives, and Financials. |
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Haight
Ashbury Free Clinics
Non-Profit
Organization |
Organization had undergone strategic efforts by
another consulting firm two years earlier and needed to develop a
Strategic Plan. |
First Strategic Plan in
the 35-year history of this internationally known organization. Plan
contained current and future synopsis of each of the Clinics five
Programs, four major strategic initiatives and associated financial
projections. |
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AutomotivePartsNetwork.com
Internet
Start-up Company |
Startup required a Business Plan and Financials. |
Developed Business Plan
with five year financials; changed company organization; put CEO in
contact with Venture Capitalists and Angels to pursue funding. |
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CAVU
Multi-media
Start-up Company |
Startup required strategic direction and a Business
Plan. |
Developed Business Plan
with financial projections; established business alliances with PacBell,
venture capital, Big 6 Accounting firm, and major law firm. |
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Business Reengineering and Workflow Analysis |
eBay
Online
Auction Company |
Company was encountering quality of service issues with a major insurance vendor.
Brought in by Risk Management two months prior to impending Client Service Agreement to
evaluate current business relationship and to produce recommendations for
improvement. |
Interviewed both client and vendor management
and produced Gap Analysis Document indicating client/vendor disconnects with
recommendations for relationship improvements.
Created 6 new processes, SLAs and flow diagrams for implementation. Developed metrics for
objective evaluation of service quality and incorporated them in an
agreed-to "scorecard." Produced Guidelines to improve oral
and written interactions. New Client Service Agreement completed on
time. |
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Visa International
Financial
Services Company |
Large Member banks were unhappy with having two
operations for credit card transactions – one, paper driven for dealing
with small banks, and the second, an electronic one, for dealing with
larger banks. Visa was requested to solve the problem. |
Contracted to put
together the business requirements for a proposed solution. Quickly
determined that proposed solution was inadequate for Members and Visa.
Performed business requirements as requested, with financial modeling;
presented alternative solution backed with modeling. Dissuaded management
from pursing initial proposal saving Visa millions of dollars annually. |
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Wells Fargo Bank
Financial
Services Company |
Bank was interested in re-engineering the back-office
of its online
banking unit to improve service. |
Conducted workflow
analysis with recommendations that streamlined the organization and
improved productivity. Also produced business and technical requirements
for a new system application, including a contingency plan for risk
reduction, that was triggered when a major vendor failed in the new system
implementation. |
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Cooks Collision
Auto Repair
Company |
Rapidly expanding company required analyses and
documentation of its financial management functions to prepare for the
hiring of a Chief Financial Officer. |
Documented all financial
functions, both for the 10 shops and for corporate headquarters. Develop
job description for a new CFO position, posted opportunity on the
Internet, reviewed 250 resumes, interviewed 7 candidates and hired
company’s first CFO. |
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Visa International
Financial
Services Company |
Mainframe organization was instituting a
client/server environment and needed an application development process
that could later be automated. |
Defined and documented
an application development process. Worked with six systems departments in
developing a manual process. Made recommendation that automation of
process be directed from CIO level. |
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Ramsell Corporation
Public Health
Services Company |
Company required analyses of its business
organization, workflows and functions. |
Conducted analyses,
interviews and working sessions to establish basis for setting strategic
direction. Two documents -- Workflow and Functional Analyses,
Organizational Analysis – were produced with recommendations on improving workflows, business functions, and the organizational reporting
lines. |
Business Methodology
and Business Metrics
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Visa
International
Financial
Services Company |
Risk Management unit was concerned with the success
rate of its projects and requested a methodology to
improve its success rate. |
Developed a business
case methodology, documented the work effort and presented it to
management for implementation before contract deliverable date. |
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Inovant
Financial
Service Company |
Inovant (Visa’s recently spun-off back office
operations) needed performance metrics to help management evaluate its new
processing system. |
Worked with KPMG to
design management metrics for Inovant. Developed the requirements and
specifications, implemented financial reporting improvements, secured
software, and managed the development efforts. Metrics completed and were
to be implemented company-wide. |
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Visa
International
Financial
Services Company |
Retained to assist Risk Management in the development of security
compliance reporting for software, hardware and accountholder information. |
Developed compliance reports to track and report on the security
attestation of accountholder
information for 23 Business Units. Project completed in 2/3 of original contracted
time. Given follow-up projects. One relating to software and
hardware security
measures, the other
project related to training of all non-employee personnel on security
measures. Both of these projects were also completed successfully. |
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Visa
International
Financial
Services Company
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Retained to gather evidentiary documentation and validate the adherence of Visa's global
systems to Business Continuity policies. |
Met with management to determine systems and documents required. Produced hardcopy evidentiary
compliance documentation for each of the global systems. Information
put into a new automated repository system for easy management tracking
and reporting. Tested the new system in the transition from Test to
Production Environment. Performed Gap Analysis and provided process
and reporting recommendations for business continuity improvements
as Visa now becomes a corporation. Projects successfully completed
before due dates. |
Financial
Management
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Bankers Financial Group
Consulting
Firm |
Brought in by President of this management consulting firm to help with the
financial turnaround of one of its clients on the verge of bankruptcy. |
Renegotiated credit line
which was being pulled by the bank; negotiated tax plan for IRS employer
taxes three quarters in arrears; renegotiated Account Payable from $1.1
million to $700K with a 24 month payout; renegotiated a six month
forgiveness of lease payments. |
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Haight Ashbury Free Clinics
Non-Profit
Organization |
Retained to assist in financial management and turnaround of $15 million
non-profit suffering from $1 million embezzlement by CFO. |
Developed resolutions to delinquent 2003-2004 Audit Findings with City and
Federal government funding sources. Negotiated payment programs with
vendors and government agencies. Developed financial, contract, billing
and reporting processes that improved cashflow, contract bidding,
management reporting, and overall efficiency of Finance department. |
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