Strategy, Financial Advisory, and Economic/Financial Forecasting, Spinoff for Major Midwestern Energy Efficiency Nonprofit

Provided financial advisory, modeling and forecasting services to a division of a Midwestern energy consortium’s car sharing division, which is set to spin off. Services include hub profitability analysis, scenario design and testing, new financial model construction and evangelism, and strategic, capital structure, and business process design advisory.

Innovation/Product Development Process Enhancement and Business Intelligence Design and Deployment, Major West Coast Gas Utility

Designed and executed enhancements to an existing Sharepoint-based product development and innovation platform for energy efficiency programs. Centralized disparate and disconnected process threads into a seamless capability with enhanced navigation and product lifecycle support. The updated and expanded tool takes newly imagined or discovered products from concept through evaluation and ultimately through stage-gated approval processes straight to approval of final designs by way of dashboards, intuitive navigation and entry, and role-based process guidance.

Co-founder, Strategist, Architect, and Board Member, B2C Marketing and Transactional Software Vendor

Principal business designer for newly launched firm that automates power, natural gas, and telecom service enrollments upon change of residence. Authored overall corporate strategy, designed needed operating capabilities, oversee financial direction, marshall technical resources, efforts, and results, and oversee all internal communication and coordination. Authored pitch materials that led to startup’s acceptance into two nationally known accelerators and the consummation of a strategic partnership with one of the nation’s best-known gas marketing companies.

Advisor to the Advisor, Specialized Utilities and Energy Consulting Firm

Leading the value proposition, discovery, and positioning effort to assist another consulting firm active in the Energy and Utilities space go to market. Efforts are aimed at discovery and voicing of value proposition, along with the resultant market positioning and target market identification and messaging.

Board Member and Permanent Advisor to Consulting Firm active in Nonprofit, Social Entrepreneurship, and Revenue Enhancement Innovation

Ongoing member of board of advisors to a consulting firm active in helping Nonprofits and Social Entrepreneurs thrive. Apply Fortune 500 and global consulting skills to the design of service offerings, pricing, engagement design and methodology, project management techniques and tools, and marketing approaches and materials.

Sharepoint-based Testing Management and Business Intelligence Portal, Utilities Software Vendor Implementing Solution at Major Northeastern Gas and Power Utility

Responsible for full design and execution of a sophisticated testing management solution that includes full-cycle issue tracking and test case management, with full-spectrum analytics dashboards.

Strategist, Architect, and Permanent Advisor, Energy Brokering Startup

Permanent strategy and operations advisor to a new firm active in the automated energy brokering space and related services. Chief duties are to lead market research and understanding, to help the founder design and apply game-changing technological innovations to solve client business problems and transform industry economics, and to design and manage internal delivery capabilities.

Energy Efficiency Product Offering Design and Execution, Major Southeastern Utility

Currently leading an Energy Efficiency product design, marketing, and communication overhaul for the ESCO division of a major utility. cheap nfl jerseys Overhaul consists of newly added offering elements, business case and strategic rationale, market analysis, and new marketing materials and financial models to support first-of-its-kind differentiated offering in K-12 energy efficiency and educational support.

Requirements and Process Design, Major Northeastern Gas and Electric Utility

Led To-Be process design efforts in Salesforce-based transactional system design phase for a Demand Management / Energy Efficiency program and transactional management platform. Formulated functional requirements. Designed reports for intelligence portion of project. Designed, developed, and deployed Sharepoint-based tools and dashboards for managing the overall effort across several product lines.

Business Intelligence/Analytics Phase 0 Designs, Major Northeastern Gas and Electric Utility

Led requirements gathering and documentation, dashboard designs, and the formulation of data governance principles for the upcoming implementation. Designs included full traceability of requirements from origins to design artifacts and the Logical Data Model warehouse data design. Contributed to Solution Architecture, Peer and Vendor Analyses, and Implementation Planning. Used survey tools to canvas stakeholder groups for requirements prioritization, sequencing, and ultimately dashboard design imperatives.

Market Research and Analysis Supporting Program Design and Strategy, Major Midwestern Gas Utility

Authored and conducted a survey of thousands of multifamily utility customers to gain insights into behavioral savings potential within the Utility’s service territory. Combined the use of latest-generation online survey technology with Efficiency expertise to produce targeted, focused intelligence on market conditions, current penetration of various behavioral measures and consumer attitudes towards adoption of behavioral adjustments.

Business Intelligence Design and Forecasting Model Development, Major West Coast Gas Utility

Designed an internal gap analysis aimed at determining shortfalls in this Utility’s analytics capabilities and where upcoming effort should be focused. Concurrently devised a forecasting tool designed to produce new insights on future Efficiency portfolio savings achievements and costs.