Work Examples

I serve my clients in a number of meaningful ways. Sometimes it’s steeped in consulting, other times it’s centered on training, and it very often combines both.

Whatever the task, the work I do is always precisely planned and managed to ensure it gets done on time and on budget. Some examples are described below. (Actual client names have been masked so as to protect the guilty!)

Soup-to-Nuts EIM/InfoGov Program Planning

For a large provider of wholesale electric power, validated and prepared the foundation for a new enterprise-wide Enterprise Information Management / Information Governance program; worked included conducting a Current State Analysis (featuring a Maturity Model), proposing an IG organizational structure, recommending a technology framework and road map, and evaluating specific vendors.

Needs Analysis, RFP Writing, Vendor Evaluation & Selection

For a large national industrial contractor, facilitated interdepartmental discussion and technology decision regarding organization’s overarching needs for modernized information management infrastructure and how best to balance/reconcile its strategic objectives and operational requirements

Change Management for SharePoint & ECM

For a major insurance company, developed custom program to boost user comfort with/transition to new SharePoint-based ECM solution.

Information Governance Program Development

For a significant regional electric utility, developed a road map for a 3- to 5-year enterprise information management program, including conducting of a Current State Analysis and the structuring of a Governance Charter and Framework

Technology RFP Writing & Vendor Selection Guidance

For a large Midwest credit service bureau, conducted on-site workshops to foster communication and collaboration across departments, and to set priorities for go-forward information governance initiative

ECM Certification Training

For a joint military task force, supported the application of industry-standard methodologies for managing organizational change and content

Investment Opportunity Assessment

For a venture capital firm, evaluated the prospects for a $40 million target organization

Market Research

Syndicated and privately produced survey-based research studies of technology customer buying habits and preferences, competitor strengths and weaknesses, and distribution channel dynamics