Business Strategy & Planning – Global Climate Change Businesses
Engaged by the president of a $2 billion science and technology solutions business to define an integrated business strategy and action plan for its multi-faceted businesses related to global climate change. We defined target customers, service offerings and value propositions for each business. We identified linkages and potential synergies across businesses. We defined investment plans and priorities. We articulated key marketing messages for use in an intensive branding campaign. And we defined and socialized the go-forward action plan with senior management, resulting in a substantial investment by the business for practice development, business development, and internal R&D.
M&A Planning & Execution – Defense Logistics
We have been engaged to lead buy-side merger and acquisition planning and execution for a leading defense logistics and engineering solutions provider. In this capacity, we collaborate continuously with the client executive team as well as managers and experts across the organization to define the business’ acquisition strategy, and to identify and evaluate potential candidates. We then conduct due diligence, build financial projections and valuation models for qualified deals, articulate and socialize the deal rationale, and lead integration planning and execution for consummated deals.
Innovation & Growth Strategy – Engineering Solutions
We have been engaged to define an innovation and organic growth plan for a leading defense logistics and engineering solutions provider. As part of this engagement, we are collaborating with experts across the organization to exploit unique client capabilities and resources, and we are utilizing analytics tools and techniques to improve the client’s businesses and service offerings. We are researching and evaluating a rapidly evolving product and services markets, identifying potential OEM partners, defining pilot programs and investment opportunities, and defining an iterative implementation plan.
M&A Planning & Execution – Homeland Security Technology
We conducted buy-side acquisition planning and research for one of the world’s leading homeland security technology businesses. We worked closely with the business’ executive team to define the acquisition objectives and criteria, to identify potential candidates, and to conduct detailed research and diligence on the target companies’ business attractiveness, financials, product markets, and technologies. This engagement resulted in a reprioritization of target candidates, an active deal pursuit, and a framework for filtering and evaluating additional candidates.
Business Strategy & Planning – Integrated Security Solutions
We were engaged by a homeland security services and integration business to define a business strategy and plan for a new integrated security solution offering. We worked closely with the client leadership team to identify and prioritize target markets and clients, to define and position service offerings, to articulate differentiators and sources of competitive advantage, to determine investment requirements, to articulate the ROI rationale, to define a detailed execution plan, and to implement the investment presentation.
Pharma M&A Integration
Engaged by one of the world’s leading pharmaceutical firms to lead integration programs for several high profile acquisitions. Worked closely with client teams and the acquired firms to implement a portfolio of merger integration projects designed to maximize the realized value and minimize the risk of these acquisitions. These engagements enabled the client to maintain business continuity; secure intellectual property; transition personnel; integrate research, development and business systems and data; complete site closures across North America and Europe; and execute related divestitures. These engagements were highly acclaimed by client management and resulted in effective integration and significant costs savings compared to previous acquisition integration efforts.
Executive Dashboards for HR
Engaged by the corporate HR director of a Fortune 500 technology firm to develop executive dashboards that would lead to improved HR performance across the firm. We worked with senior management to define key performance indicators. We utilized prototyping and spiral development methodology to rapidly define the solution design and proof-of-concept. We recruited and managed the technical team to implement the solution. We leveraged the client’s existing IT and data infrastructure to minimize cost. And we deployed a secure, dynamic system of weekly and monthly dashboards that are used extensively by senior management, from the CEO to line management , and have been credited with dramatically improving the visibility of HR performance data across the firm.
Execution & Program Management – Process Reengineering & Solution Implementation
Engaged by executive management at a Fortune 250 company to lead a process reengineering, workflow automation, and reporting program for the review, approval, and tracking of international travel requests. The company had failed in three previous attempts to implement this complex program. With 10,000+ international trips per year, a large percentage going to high risk areas or war zones, international travel was a major risk area and business process challenge for the company. Achieved a consensus on the unified business process and system requirements amongst 30+ senior managers and subject matter experts across 20 business units and almost a dozen corporate departments. Led team that designed, developed, tested and deployed a system that streamlined and automated the process for creating, routing and approving all international travel requests; that reduces company risk by ensuring compliance with export, insurance and risk management regulations; and that enables real-time tracking of travel itineraries from a central reporting warehouse, so the company knows where travelers are at all times. The system resulted in significant cost savings and improved risk management for the company. At the conclusion of the project, the sponsor wrote: “We were a great success because we had walk-on-water types managing the program. I loved working with them.”
Execution & Program Management - Pharma Divestiture
Engaged by a leading pharmaceutical research and development corporation to support the divestiture of a major European subsidiary. This engagement involved the separation of intellectual properly, systems and databases between the two companies, as well as the design, development and deployment of a content management system for the divested entity to be used for all regulatory submission and non-submission documents. This engagement was delivered with resources in Europe and the U.S. on a highly accelerated schedule, and resulted in a successful divestiture and a highly satisfied client.
