HarvestMark

  • Explored, evaluated and tested go-to-market strategies and product features to accelerate growth of a personal nutrition app for HarvestMark, a late-stage venture building internet and mobile platform for farm-to-fork traceability and shopper feedback.

Hanson McClain Advisors

  • Built out a national survey to help measure the most predictive indicators of happiness in retirement based upon the company’s framework.

HALL Wines

  • High-end Napa Valley winery sought to segment their customer base through analysis of buying patterns and product preferences and values, and identify most attractive segments for growth and effective direct-to-consumer marketing channel mix. 

Gartner

  • Conducted field interviews, a survey and independent analysis to identify key traits associated with increased selling productivity by Gartner’s managing partners. Developed a recommended go-forward approach to drive the maximum productivity ramp.
  • Defined a globally consistent onboarding process for new associates, which involved a market scan of onboarding strategy with comparable agencies, defining best practices, identifying cultural and geographical challenges, assessing KPIs and success criteria, and offering recommendations for implementation.

First Northern Bank

  • Developed an approach, plan and set of initiatives to help First Northern Bank more effectively serve the small business market segment to increase profitability in a competitive landscape.

Get Satisfaction

  • Conducted industry analysis and gathered competitive intelligence for Get Satisfaction, an innovative SaaS company with an industry-leading community platform that helps customers unleash the power of conversation.

EllieMae

  • Explored blockchain processing technology for registering transactions to effectively challenge title-related business entities and disrupt current systems, incorporating an analysis of risks, practical implementation, and assessment of market opportunities.

Driscoll’s

  • Assessed technological advancements in agricultural production, including evaluation of key issues, financial impact modeling and generation of a high-level deployment “road map” for targeted potential solutions.

Daikin

  • Developed an assessment of how the Internet of Things could be leveraged for the company’s future product development. Recommended opportunities to pursue in the “smart” and “solar” spaces.

Chevron Energy Solutions

  • Developed a competitive positioning strategy for Chevron Energy Solutions; addressed market gaps and identified effective ways to communicate CES’ value proposition in the civic and public education markets.