Customer Annual Review
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•Fixed and automated non-standard, inefficient, and inaccurate customer review metrics.
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•Developed prototypes and an initial solution in a few weeks.
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•Evolved solution over 6 months with input from internal consulting team and key stakeholders from throughout the business.
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•Produced a final solution with an executive summary, 100+ charts/graphs, and expert advice by topic from internal consulting team.
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•Saved $500,000 per year in production costs.
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•Increased the number of customers receiving full reviews exponentially.
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•Obtained excellent feedback from client’s customer base on the value of this comprehensive and flexible review.
Document Management
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•Helped business with the urgent handling of 325,000 documents.
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•Assisted CEO, CIO, SVP of Risk, other SLT.
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•Worked closely with six sigma quality team and other expert resources that were severely overloaded.
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•Developed 5 systems in 6 weeks:
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2 operational systems to help staff and large teams of temps work on individual items,
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2 client metric systems to help senior management show progress to at risk clients,
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1 document scanning and audit system to reload all documents.
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Made a huge difference on this mission critical project.
Tax Asset Reconciliation
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•Helped business provide a very detailed book to tax asset reconciliation on a 600,000 asset portfolio.
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•Worked with tax, accounting and IT teams.
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•Analyzed 8 internal system extracts and also a Big 4 accounting extract file.
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•Created analyses for review by the business unit CFO, with later reporting up to the Fortune 100 company’s CEO.
Sales Metrics Dashboard
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•Helped business provide summary and detailed sales management reporting to 150+ sales reps.
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•Developed system in 4 weeks with the Microsoft Office Suite.
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•Estimated annual savings of $1 MM.
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•Under consideration by Fortune 100 company’s COO for reporting to 2,000+ sales reps in another business unit.