Financial Management & Process Improvement 

Problem: Small manufacturing firm identified that field locations overspent discretionary budgets due to lack of visibility into actual budget allocations and spend.

Actions & Results: We established clear P&L measurements, identified data-availability root causes, partnered with IT on cost-effective tools, and tested enhancements—reducing spend by $4M annually and improving budget adherence from 0% to 90%.

Technology Enablement

Problem: A small growing business struggled with IT distractions—missed patches, unmanaged security, unreliable backups, and employees losing time acting as their own tech support.

Actions & Results: We transitioned them to our proactive Managed Services model, taking ownership of their entire IT operation: 24/7 network security monitoring, strict patching routines, firmware management, backup verification, and dedicated help-desk support. The business regained focus, employees became more productive, and leadership gained total peace of mind knowing systems are secure, updated, and protected.

Operational Efficiency and Financial Management

Problem: A consumer electronics retailer had a replacement processes for TVs, laptops, and appliances led to excessive over-fulfillment, giving customers more value than intended and creating major financial leakage.

Actions & Results: We defined the issue across all service channels, quantified the financial impact, identified root causes, and tested targeted solutions—delivering ~$30M in first-year P&L improvement.

Supply Chain Optimization

Problem: A national retailer had automated sorting systems that couldn’t read 6.8% of product barcodes, causing manual rework, delays, and increased labor cost.

Actions & Results: We analyzed unreadable barcodes, built a Pareto of root causes, and implemented solutions for the top drivers—cutting no-read rates to 5.3%, informing capital planning, and generating $10M+ in labor savings.

Financial Management, Business Strategy & Transformation

Problem: After a major cyber breach, senior executives at a Fortune 500 company needed a clear, defensible way to explain pre-breach spending, breach-related costs, and the long-term investment requirements to the Board of Directors.

Actions & Results: We developed a bell-curve spending model that captured all pre-breach expenses, incident costs, change-management needs, and the required transformation to new technology, processes, and technical talent—enabling the Board to understand the full lifecycle of investment and approve a plan that significantly reduced long-term risk and brought operating costs below pre-breach levels through better people, tools, and controls.

Process Optimization

Problem: A franchise organization had incorrect or excessive fixtures and signage being sent to new store locations, doubling costs and creating waste.

Actions & Results: We mapped workflows, corrected information breakdowns, and improved documentation and timing for fixture and signage requirements—reducing costs by 70% and saving over $2M in the first year without affecting opening schedules

People, Leadership & Organizational Development 

Problem: Within an IT department of a financial services company, there was no formal approval process or dedicated budget for technical training, resulting in inconsistent access, lack of visibility into total spend, and no mechanism for employees to share or apply what they learned—driving significant waste and inequity.

Actions & Results: We designed and launched the internal training program—company's first internal technical training program—centralizing governance, reducing external training spend by 30%, scaling in-house expertise, and lowering attrition to under 7% while generating 85% of all technical training and development engagement hours annually.

People, Leadership & Organizational Development 

Problem: A multi-building campus was plagued by instability caused by a patchwork of mismatched, unmanaged firewalls, switches, and Wi-Fi access points—leading to bottlenecks, dead zones, and constant productivity-killing outages.

Actions & Results: We delivered a full network standardization, replacing all mixed hardware with a unified Zyxel cloud-managed platform—firewalls, PoE switches, and enterprise Wi-Fi. The result was 100% network reliability, elimination of all Wi-Fi dead zones, stabilized inter-building speeds, and a 35% increase in staff productivity.

Business Strategy Planning & Execution

Problem: A large engineering team transitioning from Waterfall to Agile lacked a unified model to create, prioritize, and re-prioritize deliverables, resulting in silos, dependency bottlenecks, and misalignment across the technology enterprise.

Actions & Results: We designed an enterprise-wide Agile prioritization blueprint—integrating OKRs, capacity planning, dependency mapping, and value-based scoring—enabling teams to focus on the highest-impact work; this improved cross-team alignment, reduced delivery friction, and strengthened execution of technology priorities across a $120M+ annual budget.

People, Leaders & Organizational Development

Problem: High turnover and exit interview feedback showed that employees saw little career progression, and managers were not having meaningful career conversations, leading to rising attrition and declining engagement.

Actions & Results: We created and launched The Pledge—an enterprise-wide online career development initiative for 5,000+ technology team members—driving 70%+ participation, strengthening manager–employee career conversations, and reducing technology team turnover from 16% to 11%.

Operational Excellence & Process Optimization

Problem: A large retailer was bombarded with constant inbound calls, emails, and outreach from vendors overwhelmed 900+ engineers, analysts, and leaders, creating interruptions, inconsistent engagement, and no clear process for evaluating or selecting services when they were actually needed.

Actions & Results: We built a Vendor Days program, orchestrating quarterly, service-aligned sessions that replaced ad-hoc vendor outreach with structured, company-customized presentations. This enabled teams to evaluate solutions efficiently, generated 12 enterprise proof-of-concepts that improved sales,  strengthened innovation, and delivered 95% vendor satisfaction by providing direct access to decision-makers and actionable feedback—all while elevating the company’s brand and reducing workflow disruptions.

Business Strategy & Transformation, People, Leadership & Organizational Development

Problem: A newly centralized IT organization brought together several disparate teams under one leader, creating confusion, resistance, poor communication, low job satisfaction, unclear roles, and rising attrition.

Actions & Results: We developed and executed a comprehensive turnaround strategy—realigning mission, roles, priorities, and dependencies—which rebuilt trust, improved clarity, and drove 90% satisfaction scores across the team leading to increased productivity and achievement of all critical team deliverables.

People, Leadership & Organizational Development

Problem: During a major strategic realignment, a technology company struggled to hire specialized talent in a highly competitive market—losing strong candidates to competitors, experiencing long hiring cycles, and maintaining more than 200 open requisitions across critical teams.

Actions & Results: We built a strategic recruiting operating model that aligned executive expectations, accelerated hiring workflows, and optimized resource allocation—reducing open requisitions from 200+ to under 40 in six months and cutting average time-to-fill to under 58 days. We strengthened diversity hiring to 27%+ representation, created a program with insights into talent trends and market scarcity, and deployed a SharePoint platform that streamlined communication, reporting, candidate pipelines, and cross-team collaboration.

Technology, Digital Enablement & Security Awareness

Problem: A mid-sized regional company needed to reduce cybersecurity risk and strengthen cyber hygiene, but participation in their training program was extremely low and employee satisfaction with the training was poor.

Actions & Results: We designed a security awareness gamification model combining online cybersecurity puzzles with team-based outdoor physical challenges—boosting engagement scores to 97% and reducing malicious link click rates from 57% to 23% through high retention and behavior change.

Technology, Digital Enablement & Security Awareness

Problem: A small company ran their entire business on aging, out-of-warranty servers with outdated operating systems and almost no security—exposing them to imminent failure and escalating cyber risk.

Actions & Results: We executed a top-to-bottom modernization: virtualized all applications onto a new server, upgraded every OS, deployed a Next-Gen Firewall, added enterprise endpoint security, and replaced outdated switches. The infrastructure became fast, secure, scalable, and fully protected—eliminating hardware-failure risk and dramatically improving performance.