Expert Details

Business Strategies

ID: 716174 Minnesota, USA

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Strategic Planning; Project Planning; Performance Measurements; Balanced Scorecard:
Expert has extensive experience in strategic planning, and C-level team facilitation. He has conducted strategic business planning for manufacturing, construction, publishing, distribution, and service industries. He has been involved with formulating mission statements, capability analyses, value propositions, market evolution analyses, competitor analyses, and developing strategic goals, objectives, and measurements. He has assisted companies in the development of performance measurements. This includes measurements for business units as well as individual performance measurements. He has assisted companies with the development and implementation of balanced scorecards as well.

Strategic Management; Continuous Improvement; Business Process Re-Engineering:
Expert has conducted projects that involved team facilitation, training, process analysis, activity-based-costing, and business process re-engineering. He worked on a number of process improvement projects for manufacturing companies focusing on the key processes. He examined the as-is environment, identified opportunities to improve key processes, and trained the process team in process improvement techniques. Expert completed strategic planning for a construction company, a distribution company, a University, a printing company, food processing company, a paper company, and many others. He has experience with analyzing business processes using the Minnesota Quality Award and Malcolm Baldrige National Quality Award examination criteria. He has identified key issues and made recommendations for improvement in service, manufacturing, and distribution companies.

eCommerce Strategic Planning; eCommerce Planning:
He has assisted companies in the development of strategic plans for eCommerce and Business-to-Business activities. He has assisted in the development of business plans, which included competition research, marketing plans, operations plans, and development of costs of operations.

Benchmarking; Competitive Research: Expert has expertise in benchmarking, strategic market planning, intelligence gathering, and operations assessments. He has conducted a competitive analysis for a device manufacturer, which included developing an information gathering plan, conducting the primary and secondary research, analyzing the data, and presenting the findings. He defined competitive profiles that included issues, operational and technical capabilities, and strategies. He also designed and facilitated a benchmarking program for a manufacturer of doors and windows. This project included identifying the critical processes, defining performance measures, identifying best in class companies, coordinating benchmarking sessions, and integrating the results into process improvement recommendations. He benchmarked the process of customer service, sales performance, supplier quality, and inventory management.

Expert conducted a process re-engineering project for a major company that included identifying opportunities to improve key processes, training the process team in re-engineering techniques, and developing and implementing an implementation plan. The result of the project was the reduction of cost and cycle time. He has also conducted enterprise requirements assessment and improvement planning
projects as the first step of re-engineering projects.

He was engaged to assist large industrial distributor in developing a strategic planning process. Included training and facilitation of first strategic planning process. Assisted with market research, customer feedback, supplier input, internal analysis, and competitor analysis. Utilized balanced scorecard framework for opportunities tied to strategic vision and mission.

He facilitated the development of procedures for the engineering product development protocol (PDP) for a medical device manufacturing company to achieve compliance with the FDA quality system regulations.

He facilitated development of corporate strategy and business plan for an industrial business-to-business exchange that addressed market and competitive environment, industry challenges and leading Internet technologies to develop a value proposition, enabling organization and operations infrastructure.

He conducted strategic planning project for a diversified manufacturing and direct marketing company that included facilitating the development of strategic plans for six divisions. Specific steps included formulating mission statements, SWOT analyses, market evolution analyses, competitor analyses, developing strategic goals, objectives, measures and strategic actions. He conducted business reorganization and strategic planning for a remanufacturer of automotive parts. This included strategy development for corporate and all divisions. Strategic plans and associated action plans with implementation plans were developed. He performed strategic business planning with a software development company. He developed financial strategies and business reorganization strategies to redirect business to profitability. He conducted a process re-engineering project for a major printing company that included developing an approach for the company to understand the current pre-press process steps including customer input to plate making, identifying opportunities to improve key processes, and training the process team in re-engineering techniques The objective of the project was to reduce cost and cycle time. He was engaged to be a strategic business mentor/coach to CEO's and CFO"s. He has worked with more than 200 CEO's and CFO's.


Year Degree Subject Institution
Year: Degree: B.S. Subject: Engineering & Computer Science Institution: University of Minnesota
Year: Degree: M.B.A. Subject: Industrial Management Institution: University of Minnesota

Work History

Years Employer Title Department
Years: 2009 to Present Employer: Undisclosed Title: Managing Partner Department:
Business adviser with success in facilitating organizations in the development of strategic and tactical plans to improve their performance. Worked with more than 200 CEO's and CFO's. Conducted more than 10,000 interviews. Mentor to business owners/leaders.

Strategic Planning/Organization Design
Engaged by more than 100 companies to assist owners and leaders in developing strategic/annual plans and strategies to grow revenue and or to reduce cost.
Facilitated the organization redesign of numerous departments, organizations and companies.

Business / Operations Improvement
Developed a business assessment protocol to analyze a company’s overall business, identifying specific areas of opportunity. The protocol has been used in over 50 companies.
Conducted numerous process improvement engagements in various industry sectors by facilitating teams through the selection, planning, design and implementation.
Developed and conducted balanced scorecard implementation training, consultant training, manufacturing Lean and strategic planning process approach.

CEO/CFO Roundtable Facilitation
Set up and facilitated multiple CEO and CFO roundtables/forums
Years Employer Title Department
Years: 1991 to 2009 Employer: Title: Senior Manager Department: Management Consulting
He is the Director of a consulting practice, which provides Strategy and Digital Marketing solutions to clients across industries. He has over 15 years of experience working with enterprise and dot-com clients in the development of viable business product and service strategies, and design of high-level strategic, marketing, organization and process requirements to attain a competitive advantage. He is a professional member of the Strategic Leadership Forum, member of the Society of Competitive Intelligence Professionals and lectures in Strategy at the Columbia University Graduate School.
Years Employer Title Department
Years: 1989 to 1991 Employer: Title: Vice President Department:
He was the consulting practice leader, involved with competitive analysis studies, reengineering, and IT strategies

Career Accomplishments

Associations / Societies
Expert is a member of the Strategic Leadership Forum, the Society of Competitive Intelligence Professionals, and a senior member of the Society of Manufacturing Engineers. Additionally, he was a judge for the USA Today Quality Cup.
Licenses / Certifications
He is CIRM certified. Expert is a certified Business Mentor.

Additional Experience

Expert Witness Experience
He was an expert witness for Minnesota Technology at a Minnesota house committee hearing on consulting provided and funded by the state in conflict with consulting provided by private individual consulting firms.
Training / Seminars
He developed balanced scorecard implementation methodology, and a strategic planning process approach for a national consulting firm. He conducted balanced scorecard implementation seminars throughout the United States to major companies and government. He developed vendor alliance and partner agreements.

Fields of Expertise

benchmarking, business process re-engineering, business re-engineering, competitive benchmarking, continuous quality improvement, corporate strategic planning, customer management system, manufacturing technology management, marketing, organization redesigning, project planning, quality management, strategic planning, supply chain management, business management, business strategy, business system design, competitive analysis, competitive intelligence, management decision-making, market assessment, market research, process assessment, project assessment, quality improvement, redesign process, re-engineering, strategic research planning, total quality management, business, business process management, business performance improvement, organization strategy, business strategy review, strategic action planning, strategic marketing, commercial engineering, strategic management, small business, business operations, Web development, Web design, trade show, strategic market planning, Internet commerce, labor cost estimation, total quality managment in research and development, market trend, market potential, project review, business intelligence, organizational development, world-class manufacturing, resource allocation, process planning, integrated management computer system, telecommunications strategic planning, product development cycle time, project cost engineering, manufacturing site evaluation, time compression, design review, management, quality assurance, new product development, medical device manufacturing, supplier quality improvement, Internet, publishing, organization, industrial engineering, systems engineering, operations management, manufacturing, electronics manufacturing, cost engineering, activity-based costing

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