Strategic Planning

  • Customizing the process to your firm
  • Workshops for strategy development
  • Training in “strategic thinking”
  • Scenario analysis

 

Market Intelligence

  • Market analysis
  • Economic analysis
  • Merger & acquisition research
  • Financial pro formas
  • Big data analytics (Tableau software)
  • Engineering economics
  • Utility economics

 

Competitive Intelligence

  • Competitor analysis and benchmarking
  • Detailed company profiles
  • Competitive intelligence training for trade shows
  • Elicitation training for business development staff

 

Business Processes and Training

  • Salesforce analytics and metrics
  • Leadership presentations
  • Staff mentoring and training
  • Marketing organization review

Professional Highlights

  • Developed a 180-day plan to develop a market intelligence department for a $2 billion start-up company. The project was designed to organize the market research function to be able to address the long-term (strategic planning), the medium-term (market outlook) and the short-term (opportunity identification support and competitor analysis).
  • Responsible for strategic planning, scenario planning and development of a competitor intelligence network for a major engineering, procurement, and construction firm
  • Supported the strategic planning process and conducted ongoing market intelligence for an international geotechnical firm specializing in deep foundations and shoring
  • Part of a team that guided the business development aspects of a company out of bankruptcy in 2002 to a leadership position in the engineering and construction industry (five-fold increase in backlog from $2.5-12.5 billion by 2007)
  • Consolidated four marketing/proposal groups into a single group of 16 people. Proposal volumes averaged nearly $5 billion per year of possible revenues with a win ratio of 43%.