Expert Details
Experience Strategy and Design, Innovation and Channel Optimization
ID: 726181
Georgia, USA
channels.
Worked with a major Southern electric utility in the design of dramatically enhanced customer experiences, across all channels, including web, social media, text, mobile app, telephony and billing statement. Project began with capturing deep insight into what matters to residential and commercial customers. The initiative delivered changes to the messages, products, employee experiences, management practices and actual delivery of customer experiences. Led a multi-year effort with a Southeastern electric & gas utility in a re-design and consolidation of their call centers; including process design, organizational improvements and a refreshing of the major technology systems. This activity-based costing engagement for identified improvement and change opportunities that reduced operating expenses by 50%.Worked with a large, mall retailer in gaining an understanding of their customers’ experience from marketing through in-store purchases, including product usage and service. This effort helped the client gain insight into the customer’s view of their product and how it impacts their lives in order for the retailer to design an organization, processes and measurements that exceed customer’s expectations. Additionally, the efforts captured the employee experience throughout the same business operations to better understand what was being delivered.Worked with a major regional bank to assess and understand various customer segments buying and servicing requirements. Assisted in the deployment of various product changes, service strategies and infrastructure developments to achieve objectives. Led a multi-year effort to assist a major appliance manufacturer consolidate multiple operating call centers into a single center. Efforts included re-design of management operating systems, organizational and staffing models, process/call handling activities and a re-architecture and custom development of a new technology platform including desktop, IVR, CTI, database integration, and knowledge management. Project resulted in 50%+ productivity improvements.
Education
Year | Degree | Subject | Institution |
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Year: 1981 | Degree: BS | Subject: Economics and Mathematics | Institution: Vanderbilt University |
Year: | Degree: Masters of Business | Subject: Finance | Institution: Pace University |
Work History
Years | Employer | Title | Department |
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Years: 2003 to Present | Employer: Undisclosed | Title: Managing Partner | Department: |
Responsibilities:Employer assists product and service companies grow and penetrate new markets or take new products to market. Client benefits are realized through active executive assignments or consultative implementation of change. Expert is the founder and managing partner for the firm and has responsibility for business development, client project leadership and specific consulting contributions. |
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Years | Employer | Title | Department |
Years: 2000 to 2002 | Employer: Realeum Corporation | Title: Chief Customer Officer | Department: |
Responsibilities:Responsible for all customer facing organizations of this hosted software company delivering enterprise property management software to the real estate industry. Successfully built out the “go to market” operations from scratch, including sales, marketing, strategic partnerships, implementation services, training, customer care, product management and quality assurance. |
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Years | Employer | Title | Department |
Years: 1996 to 2000 | Employer: eLoyalty Corporation | Title: Senior Vice President | Department: |
Responsibilities:Senior Executive with responsibilities for Eastern U.S. operations including field marketing and sales, business development, recruiting, HR management, project delivery, and full P&L responsibility. eLoyalty is a consulting and systems integration company focused exclusively on client customer facing organizations. |
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Years | Employer | Title | Department |
Years: 1981 to 1996 | Employer: IBM Corporation-IBM Consulting Group | Title: North American Practice Leader - Customer Care | Department: |
Responsibilities:Founded this national practice and had overall marketplace strategy, business development, recruiting, project and financial management responsibilities across North America for customer service and call center consulting. Worked with senior executives in Fortune 500 companies to develop and deploy strategic customer service initiatives. Sample clients included Maytag, Bank of America and the American Cancer Society. |
Additional Experience
Marketing Experience |
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Expert has experience in multiple industries, including financial services, retail, utilities, manufacturing and distribution, and technology. Expert is skilled in the design and improvement of cusotmer centric organizations, processes and technologies, including marketing, sales, call centers and field service. |
Other Relevant Experience |
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Expert is skilled in assisting organzations with the design of customer facing operations that deliver a superior experience and/or optimize cost efficiency. |
Fields of Expertise
business case, business development, business plan, call center operation development, customer management system, customer relationship management, electric power utility, market segmentation, return on investment, industrial marketing, franchise marketing, business analysis, change management, franchising, business process management, business, customer segmentation, customer satisfaction, market development, business startup, small business, business strategy, business operations, mass customization, business management, organization redesigning, proposal writing, value analysis program management, competitive analysis, business re-engineering, redesign process, strategic planning, marketing, waste reduction, process, project planning, process optimization, business process re-engineering