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A Trusted Advisor Across Multiple Industry Sectors


Banking & Financial Services Case 

Provide strategic business transformation consulting to support three major efforts impacting over 40,000 employees. Business objectives include operationalizing a new Human-Centered Enterprise Agile Change Experience, aligning their Brand Strategy & Management to their Enterprise Brand Promise and helping to launch a Data Management Center of Excellence (COE). 

Provide organizational change management consulting to replace commercial loan processing system and manage business process change team. Project resulted in the developed and execution of change management strategies, facilitated change adoption activities, and worked with strategic partners within the client organization (i.e. Training, Corporate Communications, Marketing, Policy/Procedures, Human Systems, etc.) to ensure the timely delivery of associate readiness plans designed to support engagement and transformational change. 

Energy & Utilities Case 

Support the implementation of an Identity and Access Management System to build network security that would affect over 40,000 employees across the US and internationally.  This change impacted any person with a company email address or access to the company network.  Depending on a person's role in the organization, that access could be even greater.  This project was the precursor to adding Sales Force which would create additional cybersecurity concerns as the company network was further exposed to customers.  


We served as the change management lead who provided project management, strategic planning and the execution of change management activities. I reported to the Director of CM for that line of business.


We successfully transitioned 40,000 employees and nearly 20,000 contingent workers from the use of 13 legacy systems to a single solution through targeted communications, end-user training and leadership coaching of 50 key stakeholders.

Government Clients

  • Common Wealth of Pennsylvania (Pennsylvania Turnpike Commission)

  • Pennsylvania Department of Public Welfare (PA DPW)

  • Department of Transportation (DOT)

  • Department of Defense (DoD)

Manufacturing & Warehousing Case

Provide Organizational Change Management consulting for a Service Now implementation and meet an aggressive timeline that supports the companies ability to complete the project under budget.  In addition to timeline constraints, the previous change consultant abandoned the project leaving them with no change management support for for nearly 70 % of the project life cycle. 


Within two weeks of engagement a comprehensive Scaled Agile Framework (SAFe) change readiness strategy and plan was developed to support an aggressive timeline.  We managed to accelerate the process of building relationships and establishing trust in a virtual environment in record time. The implementation resulted in the successful transition of over 12,000 employees across the US and internationally to a new IT self-service portal designed to improve the employee digital experience; included readiness, communication and training plans.  

Retail Case

Unexpected online companies like Amazon were quickly becoming a strong competitor as they had began selling lumber and other home improvement supplies. This market disruption created a business imperative to create a Go to Market strategy that would provide customers with a unique customer experience that would differentiate their company brand from its competitors both in stores and online. 


Organizational Development consulting was provided to support the transition of every line of business within the company to align to the new business strategy. A major Business Transformation was needed to adopt new capabilities, new leadership talent, new technologies, new processes and an complete re-design to the entire organization in order to operationalize this new customer experience.


Serving as strategic partner, senior executives were supported across the company to help them align their organizational strategy with the enterprise customer experience initiative; determining needed capabilities that inhibit efficiency or effectiveness, and developing comprehensive plans for closing identified gaps. This included planning, leading and facilitating complete organization, process, and transformational change efforts using proven frameworks, tools and methodologies. The execution of defined best leadership behaviors and people practices needed to create long-term competitive capabilities and achieve strategic goals were also established. 


Recognized as a trusted advisor and consistently requested by executive leaders and HR Business partners based on notable results, this two year engagement resulted in coaching 15 senior executives across IT, Finance, Merchandising, Marketing and Data Management along with their respective functional teams through comprehensive organizational transformation initiatives.

Technology Implementations

(not exhausted list)

  • SAP / S4 Hana

  • IT Self-Service Platform

  • AFS Vision Financial loan processing system

  • SailPoint Identification & Access Management System

  • Sales Force

  • ServiceNow 

  • Tableau

  • Power BI

Transportation & Logistics Case 

Major disparities between the organization and its competitors were found. The company had no training or employee development programs, standard procedures, talent management or contract acquisition practices that aligned with their needs or vision.  They also lacked marketing strategies, employee communications, technology (all paper based processes), customer relationship management standards/processes or tools to improve or sustain customer relationships. 


During our four years of engagement, projects included meeting regulatory compliance with DOT, streamlining processes, documenting improvements with training programs, technology adoption, customer relationship management programs, coaching contractors, and supporting new business development with a marketing strategy.  Our extensive experience in training and organizational development was leveraged to facilitate several training programs for employees that included CRM software, billing/vehicle tracking software, passenger safety and DOT federal regulation requirements.


With the development of marketing strategies and helping to streamline processes, the company was able to increase new business contracts by 35% within the first year of engagement and obtain the standards to be included as a qualified vendor for the Department of Defense (DoD).

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