Expert in Integrated Business/Technology Planning, Strategic Planning, Small/Medium Business Analysis
Expert developed performance measures to assess business productivity. He served as a technical adviser in a court-mandated study to promote the modernization of New York State's telecommunications infrastructure. He performed an in-depth analysis of statewide telecommunications infrastructure for the Tennessee Public Service Commission. He reviewed Federal Government specifications on behalf of a fabricator of high-performance geodetic dome structures. He assisted with a proposal for the fabrication and installation of large, high-tension canopy structures as the centerpiece of a Department of Housing & Urban Development project. He participated in national defense and space program hardware development and mission planning projects, including the Hubble telescope and the Space Shuttle. Expert was responsible for the technical project coordination of enhanced private switched communications services, and customer premises-based electronic tandem network services, innovative telecommunications services, and high-speed data services on the switched public network. He resolved systems compatibility operational and customer staff training problems. Expert worked with customers to initiate service and evaluate reaction to service features, quality and operations support. He resolved network precutover and post cutover field support and service feature issues. He has been an expert witness on technology based business matters.
Expert participated in national defense and space program hardware development and mission planning projects. Space systems engineering studies included propulsion, power systems, rocket engine and spacecraft design, fuel sloshing dynamics, thermal protection and operations analysis for the reentry vehicles, satellites, the space shuttle and the Hubble space telescope. As a project engineer, he obtained site plan approvals and zoning variances for land tract developments. He provided expert testimony before planning boards and boards of adjustment. He acquired necessary construction, environmental, and building permits from governmental agencies, and provided oversight of architects, engineers, and construction crews. He also arranged for project financing through lending institutions and private investors. He assisted with a proposal for the fabrication and installation of large, high-tension canopy structures as the centerpiece of Department of Housing & Urban Development (HUD) Plaza project. He prepared a letter of intent to bid the job, in response to a request for proposal. He assisted with the preparation of a proposal for the design and fabrication of a uniquely designed, one-of-a-kind architectural structure, representing best-cost solution, with high quality and craftsmanship.
Expert coordinated key technical developments for communications network service offerings. He resolved systems compatibility, operational, and customer staff training problems. He worked with customers to initiate service and evaluate reaction to service features, quality, and operations support. As a technical project coordinator, he addressed resolution of technical issues related to development of switched communications services and electronic tandem networks to meet the telecommunication needs of large corporations. He coordinated with development, manufacturing, operations, and marketing organizations, and resolved critical development issues. He managed task forces tasked with implementing performance improvements. He established requirements for operations and administrative centers to meet service quality/performance standards, assessed productivity improvements through introduction of advanced technology and operations support systems, and developed service attitude measurement questionnaires for first application customers. He also assessed customer perception of service features and effectiveness of operations systems through surveys of key customer segments.
Expert directed task forces to resolve product introduction problems and provide first application support. He worked with development organizations to address operational problems, meet schedule constraints, and enhance service features. He developed service attitude measurement programs for product offerings; and assessed products and systems to gauge relative strength and weakness of competitive offerings. Expert managed task forces to ensure feature and operational compatibilities across product and service offerings. He evaluated product incompatibility across product lines in the context of a systems "architecture" to strengthen the firm's competitive position. He managed joint marketing/development task force to assess priorities for long lead time research and development efforts.
Expert headed a technical project team that developed private network service offerings for large telecommunications customers. He analyzed "hybrid" corporate networks, with mixed central office/customer premises vehicles, addressing network design and administration issues. He assessed a telecommunication network construction program and modernization plans. He addressed the structure and capability of future networks, unbundling of future telephone networks through open network architecture, and comparably-efficient interconnection principles. He explored the relationship of CATV and broadband data video and data services being considered by the telephone companies, advanced intelligent networks, the integrated services digital network, virtual private lines, personal communication networks, and SONET deployment. He explored infrastructure interconnection issues with principal interexchange carriers (AT&T Network Services, MCI, and Sprint); vendors (Northern Telecom and AT&T Network Systems); enhanced service providers (Teleport); and large users (IBM). He prepared a technical report and recommendations.
Expert has performed theoretical and applied studies of structures and materials. He developed a computerized model for the analysis large aerospace structures for the study of free and forced dynamic response, thermal stresses, and weight optimization. He developed analytical models of transportation systems and structures to determine impulse factors due to vehicular loading.
Expert reported on technology trends, and identified weakness in critical technologies within a firm. He evaluated the need for developing strategic alliances with third parties. He explored the impact of technology for the manufacture of electronic components. As a strategic planning manager, he explored alternatives to meet increased demand for custom chips and memories. He conducted an analysis of make-versus-buy alternatives. He developed a financial model of a device business which considered construction of a state-of-the-art chip manufacturing plant; expanding and upgrading an existing manufacturing facilities in outmoded plant; and increased reliance on the external merchant market as source of supply for proprietary devices. He prepared an electronic components market strategy and rationale study for office-of-the-chairman demonstrating viability of the expansion alternative, recommending construction go-ahead. As a strategic planning manager, he directed task forces to resolve videoteleconferencing product introduction issues escalated to OOC level. Two business segments were involved with the delivery of videoteleconferencing services: one sold equipment; the other offered high-speed transmission and video-compression services. Conflicting marketing strategies created customer confusion and delayed introduction of an integrated nationwide teleconferencing service offering, resulting in loss of market share and increased delivery costs. He negotiated a multi-million dollar settlement between business segments and the sale of incompatible third-party equipment.
Expert evaluated technical communications standards, affecting future product and service characteristics which could have impeded new product and service introduction.
Expert has an understanding of virtually all aspects of business development gained from extensive first hand experience with large and small companies due to over 20 years as a consultant to executive management. He is a seasoned professional with specialized skills and proven records of success in solving complex problems, from a holistic technical, operational and financial perspective. He has conducted management operations and effectiveness reviews of major corporations. He was responsible for the evaluation of performance and business practices which, for various companies, have encompassed the following functional areas (in alphabetic order): business and strategic planning; customer services; economics of equipment replacement; engineering and construction; external affairs; governmental and regulatory affairs; marketing and product management; network planning; organization and executive management; performance measurement; process reengineering; procurement/make-vs.-buy decisions; software capabilities; technology deployment; and workforce management.
Expert was a corporate strategic planning manager for a Fortune 20 firm. He chaired a multi-disciplinary task force which authored a white paper as the centerpiece of a major public- and customer relations initiative. He articulated the corporate strategy to large customers, and established a unifying theme in representing corporate vision and mission in public forums. He developed a model utilizing portfolio theory to assess strengths and weakness of newly-formed lines of business relative to key competitors. He applied the model to identify weaknesses in critical technologies affecting allocation of resources for research and development and calling for increased development of alliances with third parties to round-out capabilities. He contributed to a corporate strategic planning report recommending specific actions to strengthen the firm's competitive position in providing integrated solutions. He mediated cross-line of business (LOB) disputes. He assessed factors that resulted in countervailing points-of-view (e.g., conflicting objectives and strategies, differing assumptions and product/market forecasts). He alerted LOB management regarding cross-LOB problems and negotiated business plan revisions to mitigate inter-organizational conflicts.
As a technical supervisor, Expert developed engineering-based cost methods, study tools, and unit costs to meet federal, state and internal cost requirements. He managed the development of large-scale computer systems and databases for the derivation of fully distributed and long-run incremental costs. He integrated large-scale information systems, which combined operations and accounting data from nationwide operations centers. He developed cost allocation models for assigning common costs to services. He evaluated levels of plant utilization and productivity. He provided inputs to functional accounting systems. He transferred prototype systems to a nationwide computer operations center and supported a first applications shakedown.
As a technical specialist, Expert analyzed manufacturing standard costs for wire and cable and switching systems plants. He performed correlation studies to identify key parameters affecting economy-of-scale and productivity. He developed a financial model of manufacturing operations to address make-versus-buy decisions for network systems and transfer pricing considerations. As a technical supervisor, he provided cost data to develop a high-density/low-density tariff, affecting the rate structure of a multi-billion dollar long distance service offering. The tariffs based on nationwide average costs overstated the costs of service in major high-density markets, enabling competitors to make significant inroads. The company responded by introducing hi/lo tariffs to reflect economies in metropolitan areas. He assessed unit costs and long run incremental costs in critical markets. As a lead consultant, he devised a process for assessing local exchange company performance for the Ohio Public Utility Commission. He established a comprehensive database to compare and evaluate local exchange companies across the state. He prepared a report of data requirements for measuring carrier performance and productivity, and evaluating rate-of-return issues. He provided specifications for data management and report generation using relational database software.
As a lead consultant, Expert developed a business plan for start-up firms. He addressed market opportunity, industry structure, competing design alternatives, and prospective make/buy/license scenarios. He prepared financial estimates and cash flows for alternative scenarios and capital requirements. He presented the business plan to prospective investors and patent licensees. The business plan included a description of the product's unique attributes, wide-ranging market applications for new construction and existing-building retrofit projects, product strengths and weaknesses relative to conventional alternatives, formulation of business strategy for product rollout, and finical model for analysis of alternative scenarios. He prepared an operations plan to enhance business profitability.
Expert participated in State of Colorado and State of Arizona proceedings on Incumbent Local Exchange Carriers' compliance with Part 271 of the Telecommunications Act of 1996. He prepared reports on interconnection, unbundled network elements for switching and transmission systems, local loop transmission, line splitting, and network interface devices. He conducted an investigation of Local Number Portability and Universal Service issues. he addressed issues related to operations support systems, maintenance and repair, change management and general terms and conditions. He developed and conducted an orientation program to explore telecommunications policies, economics, and technology-related provisions of the Telecommunications Act of 1996 applicable to telecommunications and electric utilities, and strategies for offering telecommunications services within a city-wide franchise area. He provided in-depth training, covering: the development of the telecommunications industry, its current structure, and industry dynamics, as context for municipal market entry; provisions of the Telecommunications Act of 1996 and State legislation affecting municipal role in telecommunications; telecommunications networking arrangements (local, long distance, reseller, etc.), interconnection requirements, and technology deployment; pricing of telecommunications services and related issues (total service long run incremental costs, tariff structures, etc.); analysis of key competitors likely to be encountered by municipality, their strategies, strengths and weaknesses, and presence in local markets; and broad gauge analysis of market opportunities within municipal franchise and regional community of interest.
As lead consultant, Expert negotiated a resale and interconnection agreement between CLECo (Central Louisiana Electric Co.) and BellSouth; he assisted CLECo in determining where it might develop Metropolitan Area Networks within communities and between communities in their service territory. He examined various distribution alternatives, including: wireless, cable, fiber, and Digital Subscriber Line, to determine the most economical and compatible arrangements for its target market. As a lead consultant, on behalf of Toronto Hydro, he developed a business model to assess the market for broadband telecommunications services in the City of Toronto, and the capital investment associated with broadband fiber network construction to accommodate demand within major office building in the Company’s service area. He evaluated the market value of Toronto Hydro’s facilities that provide access to a substantial majority of office buildings throughout the metropolitan area.
Expert performed a comprehensive cost and revenue analysis for the City of Anaheim for its dark fiber network capable of providing cable, digital, and phone services. The study incorporated pricing and market analysis, competitive analysis, and functional analysis for network management, operations, and customer service. He explored arrangements for public/private enterprise and prepared generic partnership and lease agreements. As a project manager, he developed a comprehensive strategy to address future telecommunications requirements of the City of West Sacramento’s business community; and assessed the physical telecommunications infrastructure required to fully support the city’s economic development plan. He assessed gaps between infrastructure required to meet future traffic demand and infrastructure in place or planned by commercial telecommunications providers; and assessed the impact of the economic development strategy on jobs creation within West Sacramento. He developed conceptual designs and broad gauge cost estimates for a telecommunications system to meet the current and future needs of businesses in the city. He analyzed high-level conceptual designs which incorporated infrastructure, transmission facilities, network electronics, headend equipment, and other network elements required for service delivery to businesses in targeted development zones.
Expert assessed opportunities for improved service quality and cost savings. He conducted in-depth interviews with company management and operations personnel, reviewed proprietary documentation, and performed quantitative and qualitative analyses. He documented findings and recommendations in reports to the top corporate management and regulatory commissions. He prepared specific plans and benefit/cost analysis for implementing proposed recommendations. He prepared the Arizona Corporation Commission staff‘s final Operations Support System (OSS) report, which enunciated the staff’s point of view and recommendations for consideration of the application of Qwest Communication, Inc. to the Federal Communications Commission (FCC) for providing interLATA telecommunications services that originate in Arizona (pursuant to the Act). This study encompassed preordering, ordering, provisioning, and maintenance & repair functions, change management processes, and stand-alone test environment. As a consultant and technical advisor, participated in a management audit of the state of Illinois Department of Central Management Services (DCMS), which provides voice, data, and video services to all state government institutions, computer centers, and universities. The review addressed management strategies for developing the Illinois Statewide Network and telecommunications operations; procurement strategies related to the use of long-term contracts and the purchase of network equipment and internal phone systems; and adaptability of strategies in consideration of rapid technological advances, changes in the regulatory environment, and competition in the telecommunications industry that could affect the attractiveness of alternative approaches. He documented recommendations to improve efficiency of operations, increase cost-effectiveness, and enhance service quality.
Expert addressed regulatory and environmental issues as an element of corporate strategic planning. He conducted broad gauge analysis to establish a “pricing envelope” for an electric utility’s joint-use assets in conformance with Federal Communication (FCC) and State Regulatory requirements. He identified a significant pricing opportunity affording a multi-million dollar payoff. As a technical advisor to the District of Columbia Commission, he resolved issues pertaining to the adoption of telecommunications service quality standards to regulate Verizon. He obtained site plan approvals and zoning variances for land tract developments in conformance with State of New Jersey regulations. He provided expert testimony before planning boards and boards of adjustment. He acquired necessary construction, environmental, and building permits from governmental agencies.
Expert analyzed manufacturing standard costs for wire and cable and switching systems plants. He performed correlation studies to identify key parameters affecting economy-of-scale and productivity. He developed a financial model of manufacturing operations to address make-versus-buy decisions for network systems and transfer pricing considerations.
As a lead consultant, Expert interceded on behalf of a top-five interconnect company to resurrect failed negotiations with Lucent Technologies, a leading supplier of telecommunications equipment. He arranged for and participated in a series of meetings with Lucent's senior management, cumulating in an authorized dealership offer including sales, distribution, and servicing of the supplier's business communications systems.As a technical consultant, he reviewed Federal Government specifications on behalf of a fabricator of high-performance geodetic dome structures. He assisted with a proposal for the fabrication and installation of large, high-tension canopy structures as the centerpiece of a Department of Housing & Urban Development project.As a lead consultant, Expert prepared a business plan for a construction company seeking venture capital to finance equipment for shipping and installing a spray-on foam insulation product. He prepared an operations plan to enhance business profitability.As a project manager, he obtained site plan approvals and zoning variances for land tract developments. He provided expert testimony before planning boards and boards of adjustment. He acquired the necessary construction, environmental, and building permits from governmental agencies.As a technical specialist, Expert analyzed manufacturing standard costs for wire and cable and switching systems plants. He performed correlation studies to identify key parameters affecting economy-of-scale and productivity. He developed a financial model of manufacturing operations to address make-versus-buy decisions for network systems and transfer pricing considerations.
Expert may consult nationally and internationally, and is also local to the following cities: San Jose, California - San Francisco, California - Sacramento, California - Oakland, California - Stockton, California - Fremont, California - Modesto, California - Santa Rosa, California - Hayward, California - Reno, Nevada
|Year: 1964||Degree: Ph.D.||Subject: Civil Engineering (Applied Mechanics)||Institution: Carnegie-Mellon University|
|Year: 1972||Degree: M.B.A.||Subject: Finance||Institution: American University|
|Year: 1960||Degree: B.S.C.E.||Subject: Civil Engineering||Institution: The Cooper Union|
|Years: 2003 to Present||Employer: Undisclosed||Title: President||Department: Consultant to Management||Responsibilities: Expert is a seasoned management consultant with a litany of successful engagements. His responsibilities included project management, business plan development, and expert testimony. He conducted management operations and effectiveness reviews, and assessed opportunities for improved performance and cost savings for client companies.|
|Years: 1997 to 2003||Employer: Navigant Consulting, Inc.||Title: Managing Executive Consultant||Department: Customer Strategies||Responsibilities: The scope of his engagements encompassed telecommunications, energy/telecom joint use, energy conservation, electronic components, aerospace, construction and land development, hydrology, and medical devices.|
|Years: 1986 to 1997||Employer: Undisclosed||Title: President||Department: Consultant to Management||Responsibilities: Expert was responsible for the evaluation of business practices encompassing the following functional areas (in alphabetic order): business and strategic planning; customer services; economics of equipment replacement; engineering and construction; external affairs; governmental and regulatory affairs; marketing and product management; network planning; operations; organization and executive management; performance measurement; process reengineering; procurement/make-vs.-buy decisions; software capabilities; technology deployment; and workforce management.|
|Years: 1982 to 1986||Employer: AT&T||Title: Manager||Department: Corporate Strategic Planning||Responsibilities: He provided corporate strategic planning and operations planning associated with the restructuring of the Bell System and its manufacturing and R&D enterprises.|
|Years: 1972 to 1982||Employer: Bell Laboratories||Title: Technical Supervisor||Department: Operations Planning and Engineering Economics||Responsibilities: Expert worked in project management associated with network systems, specifically the management of integrated cost/operations systems and development of unit costs and performance measures.|
|Years: 1966 to 1971||Employer: Bellcomm, Inc.||Title: Technical Staff||Department: Space Systems||Responsibilities: He was responsible for systems engineering associated with the Hubble telescope and the space shuttle.|
|Years: 1964 to 1966||Employer: Martin Marietta Corp.||Title: Senior Technical Staff||Department: Space Systems||Responsibilities: He was supervisor of the NASTRAN structural analysis program development and aerospace systems projects.|
|Years: 2000 to 2001||Agency: State of Colorado||Role: Consultant||Description: Expert prepared a series of reports published by the staff of the Colorado Public Utilities Commission, which investigated the compliance of Qwest Communications (a.k.a. U.S. West) with the requirements of Section 271 of the 1996 Telecommunications Act in that State. Reports were filed with the FCC for consideration as part of the factual record supporting the Company’s successful Section 271 application.|
|Years: 2001 to 2002||Agency: State of Arizona||Role: Consultant||Description: He prepared the Arizona Corporation Commission staff‘s Final Operations Support System Report, which enunciated the staff’s point of view and recommendations for consideration of the application of Qwest Communication to the FCC. The report was the culmination of a three-year, 200 person, $50 million testing effort.|
|Years: 1988 to 1989||Agency: New York State||Role: Consultant||Description: Expert served as a technical advisor in a court-mandated study to promote modernization of New York State's telecommunications infrastructure.|
|Years: 1987 to 1988||Agency: State of Tennessee||Role: Consultant||Description: He performed an in-depth analysis of the statewide telecommunications infrastructure for the Tennessee Public Service Commission.|
|Years||Country / Region||Summary|
|Years: 1997 to 1997||Country / Region: Singapore||Summary: Expert was an expert witness before a United Nations international arbitration tribunal. He provided testimony in a $20 million claim associated with a Singapore manufacturer's cellular phone technology and marketing strategies. He prepared a business case encompassing development, manufacture, and distribution of a cellular phone product to refute prospective damages sought by the plaintiff.|
|Years: 1995 to 1995||Country / Region: Guam||Summary: He conducted an operations review and analysis of the Guam Telephone Authority.|
|Years: 1996 to 1996||Country / Region: Israel||Summary: Expert conducted a feasibility study of a digital television-related protocol for the Scitex Corporation.|
|Associations / Societies|
|Expert is a member of Sigma Xi and the Institute of Management Consultants.|
|Licenses / Certifications|
|He was a licensed Professional Engineer in New York and New Jersey.|
|Expert is a Certified Management Consultant (certified by the Institute of Management Consultants).|
|Awards / Recognition|
|He was listed in "Who's Who in American Executives." He received a full-tuition four-year teaching assistantship at Carnegie-Mellon University, and a four-year New York State Scholarship.|
|Publications and Patents Summary|
|Expert has published hundreds of proprietary technical memoranda, white papers, and policy documents, and has presented numerous papers at corporate-wide symposia.|
|Expert Witness Experience|
|As an expert witness before a United Nations international arbitration tribunal, Expert provided testimony associated with cellular phone technology and marketing strategies. He developed a business case for the development, manufacture and distribution of a cellular phone product. As a state superior court-certified expert in telecommunications and engineering economics, he provided testimony and developed damage models of undisclosed costs associated with nationwide long distance telephone service offering; assessed network performance factors affecting service quality; and evaluated software used for marketing long distance telephone service. As a consulting expert, he prepared testimony on the impact of telecommunications in rural service areas in proceedings before the South Carolina Public Service Commission. He addressed the needs of rural constituencies and the economic and financial impact of telecommunications on quality of life issues.|
|Training / Seminars|
|As a lecturer, he explored policies, economics, and technology-related provisions of the Telecommunications Act of 1996 applicable to municipal electric utilities. He examined: strategies for offering telecommunications services within a utility's city-wide franchise area, including telecommunications industry structure and dynamics as context for market entry; telecommunications networking arrangements (e.g., local, long distance, reseller), interconnection requirements, co-location and technology deployment; pricing of telecommunications services; and analysis of key competitors. He explored a range of strategies involving joint ventures, lease-versus-build scenarios, open video systems, and government financing provisions.|
|As a project manager and lead consultant, Expert prepared comprehensive market research questionnaires and scripting for various focus groups, and conducted focus group sessions. As a marketing and technical advisor to the Kansas Telecommunications Strategic Planning Committee created by state legislation, he assessed current applications and future needs for voice, data, video, wireless, and Internet services in the state's education and government sectors. He conducted interviews with 40 of the state's leading educators and senior government officials. He prepared a report delineating user needs in the state's education and government sectors and the associated bandwidth requirements for fulfilling those needs.|
|Other Relevant Experience|
|As a strategic planning manager, Expert developed a model using portfolio theory to assess the strengths and weaknesses of AT&T's newly formed lines of business relative to key competitors. He applied the model to identify weaknesses in critical technologies under development by Bell Laboratories, the research and development subsidiary of AT&T, which were affecting the allocation of resources for research and development. Expert recommended an increase in strategic alliances with third parties to broaden the research and development capabilities. He contributed to a corporate strategic planning report identifying specific actions to strengthen the company's competitive position and to provide integrated solutions that address customer needs.
As a consultant and technical advisor, he participated in a management audit of the state of Illinois Department of Central Management Services (DCMS), which provides voice, data, and video services to all state government institutions, computer centers, and universities. The review addressed management strategies for developing the Illinois statewide network and telecommunications operations; procurement strategies related to the use of long-term contracts and the purchase of network equipment and internal phone systems; and adaptability of strategies in consideration of rapid technological advances, changes in the regulatory environment, and competition in the telecommunications industry that could affect the attractiveness of alternative approaches. He documented recommendations to improve efficiency of operations, increase cost-effectiveness, and enhance service quality. His recommendations led to the overhaul of DCMS strategic plans and operations policies and the restructuring of its master agreements with prime network service contractors.
As a lead consultant, Expert developed a business plan for a start-up medical device firm, whose patented mechanism encased a potentially contaminated hypodermic needle in a protective cover. He addressed market opportunity, industry structure, competing design alternatives, and prospective make/buy/license scenarios. He prepared financial estimates and cash flows for alternative scenarios and capital requirements. He presented a business plan to prospective investors and patent licensees.
|French||Expert has limited reading ability in French.|