I have leveraged my expertise to help businesses streamline operations, support scalable growth, and enhance their service offerings, particularly during periods of change and expansion. My approach is rooted in collaboration with multiple stakeholders, lateral thinking, empathy, and adaptability – essential qualities for navigating complex business environments.
By utilising proven frameworks such as Project & Change Management, Six Sigma, Lean Methodologies, Process Mapping, and Professional Coaching, I tailor each engagement to efficiently achieve your operational objectives.
For your reference, here is a selection of case studies showcasing previous consulting engagements:
Refining Business Strategy and Launching New Trading Platforms
Background
A major insurance corporation looking to revamp its trading strategy across the APAC region by leveraging technology to streamline processes and enhance management of information. This initiative aimed to improve client offerings and generate additional revenue streams.
Considerations
- Implementing a new trading strategy across multiple countries required careful coordination and execution.
- Meeting trading teams and client demands for improved offerings while maintaining standard service levels during roll out.
- Integrating new platforms into existing systems posed technical challenges.
Approach
- Program managed the review and implementation of the trading strategy.
- Collaborated with stakeholders to design and implement two platforms, ensuring alignment with revised processes and business strategy .
- Prepared the communication and engagement framework to roll out the two platforms, ensuring trading optimisation and data collection. Enable monetisation of analytical insights.
- Promoted and negotiated subscription to platform services with key trading partners.
- Provided training for staff adoption, maximizing benefits.
Outcomes
- Monetised one platform, generating $1.2M in the first year and $7M over three years.
- Enhanced understanding of trading patterns, improving decision-making
- Streamlined documentation processes. Reduced error and omissions.
- Overall, improved client outcomes and satisfaction.
Enhancing Investor Materials for a SaaS Business
Background
A growing SaaS business attracting interest from international investors. Despite having robust data privacy and cybersecurity protocols, the company needs to ensure that all external materials reassure potential investors about their security measures and overall market readiness.
Considerations
- Ensure that external company documentation reflect the business readiness to manage and address potential Data Privacy and Cyber Safety concerns
- Documents to provide the right level of information for corporate investors.
- All material to adhere with company branding protocols
Approach
- Conducted an initial consultation to understand the company’s mission, products, and target investor profile.
- Reviewed existing pitch decks and investor materials to identify areas of improvement.
- Worked closely with the leadership team and subject matter experts to gather relevant data and insights to highlight in the materials.
- Facilitated design workshops to create visually compelling and informative pitch decks.
- Incorporated feedback loops with stakeholders to refine and perfect the investor materials.
Outcome
- Developed enhanced investor packs and company capability statements that clearly communicated the firm’s strengths and market potential.
- The new materials instilled confidence in potential investors, showcasing the company’s ability to mitigate and respond to potential data breach and cyber attacks.
- Strengthened credibility and trustworthiness in capital-raising efforts, resulting in increased investor interest and successful funding rounds.
Streamline program management and invoicing process
Background
A consulting engineering firm needed to optimise the management and monitoring of a portfolio of over 130 ongoing projects, and improve their invoicing process to enhance cash flow and avoid revenue loss.
Considerations
- Managing a large portfolio of projects.
- Inefficiencies in resource allocation and project scheduling.
- Challenges in tracking project progress and financials, leading to delayed invoicing and cash flow issues.
Approach
- Conducted an initial consultation to understand the firm’s current project management and invoicing processes.
- Performed an operational analysis to identify bottlenecks and inefficiencies in project tracking, task allocation amongst project resources, and financial processes.
- Led the review and selection process for a suitable project management software tailored to the firm’s needs.
Outcome
- Implemented a project management software that significantly improved resource allocation, information management, and project scheduling.
- Streamlined invoicing processes, leading to improved cash flow and reduced revenue loss.
- Enhanced operational and financial efficiencies, resulting in better project monitoring and overall business performance.
Strategic Planning and Execution Roadmap for an Outdoor Media Business
Background
A growing outdoor media business wanting to review its operating model, and create a strategically aligned actions for the year ahead.
Considerations
- Navigating a competitive landscape dominated by significantly larger companies.
- Operating with a relatively new and lean team.
- Adapting to reduce vehicle traffic on the roads due to pandemic-related circulation restrictions – resulting in less demand for outdoor media campaigns.
Approach
- Initial consultation session to understand the business’s background and medium to long-term strategic objectives.
- Operational analysis session to identify challenges, and potential improvement opportunities.
- Facilitated team workshops, fostering discussions and consensus on actionable strategies for immediate progress toward key objectives across all business functions (Sales, Marketing, and Operations).
Outcome
- Developed action plans for each business function, resulting in a 1 year execution plan aligned with the overall business strategy.
- Agreement to use already available technology and tools such as Trello for recording, assignment, and scheduling of key cross-functional activities, ensuring transparency and accountability.
- Enhancement of coordination and workflow between Sales and Operations, fostering seamless interaction and alignment between teams.
Network upgrade and rollout
Background
A growing Internet Service Provider (ASP) won a tender to rollout the network infrastructure across 200 new sites on the East Coast of Australia.
Considerations
- Coordinating with multiple stakeholders i.e. internet providers, equipment vendors, technical teams, call centre, finance.
- Ensuring seamless integration of equipment installation, connection, and billing.
- Managing logistics for a wide rollout area.
Approach
- Collaborated closely with the client HQ and individual sites.
- Expanded Data Centre capacity to accommodate increased network demand.
- Coordinated stream of work with technical teams and vendors.
- Implemented robust project management processes.
- Facilitated communication between stakeholders.
Outcome
- ISP business was able to increase revenue by 150%.
- Successfully deployed 200 new sites on schedule.
- Ensured seamless integration and billing.
- Achieved high client satisfaction.
- Enhanced network coverage and connectivity for the client.
Business Process Optimisation for a Financial Corporation
Background
A 600-employee international corporation needing to enhance operational margins and identify opportunities for boosting client retention rates and growth prospects.
Considerations:
- Underutilised trading platform functionality.
- Declining client retention rates.
- Lengthy processing times.
- Miscommunication among business units.
Approach
- Conducted a ‘Deep Dive’ review of all business processes, interviewing over 60 cross-functional resources to map existing processes and identify improvement opportunities.
- Developed and validated new “To Be” process maps, estimating time, effort, and cost improvements to quantify impact.
- Implemented new processes gradually, piloting with one team before rolling out to others.
- Appointed trainers within each team to facilitate knowledge transfer and adoption of processes.
Outcome
- Increased operating margin by 3 percentage points.
- Generated additional revenue of approximately $1 million per annum within 14 months of implementation.
- Utilised previously dormant functionality within the trading platform to produce client documentation and trigger cross-functional processing activities, enhancing response times and reducing friction between business units.
- Improved management of information and client documentation sharing capabilities.
Enhancing Resource Allocation for a Growing ICT Business Unit
Background
A fast-growing ICT business Unit needing to improve resource management and project costing to ensure efficient allocation and accurate billing.
Considerations
- Lack of a centralised system led to inefficiencies and conflicts in resource usage.
- Inaccurate effort tracking caused discrepancies between billed hours and actual effort, affecting revenue.
- Challenges of coordination of priorities among a 60-person team.
Approach
- Collaborated with stakeholders to design and implement streamlined processes, including SDLC.
- Developed tailored workflows for resource allocation, time tracking and project costing.
- Implemented a centralised time tracking and resource allocation system.
- Established tracking mechanisms for project costing.
- Introduced project and workload prioritisation guidelines.
- Conducted team training for seamless adoption of the tracking application.
Outcomes
- Optimised the resource allocation process, maximising productivity across the entire team.
- Increased accuracy in project costing and billing, ensuring transparent and precise financial management.
- Fostered greater clarity and alignment within the team, enhancing communication and decision-making processes.
- Successfully adopted the tracking application by all team members, promoting collaboration and accountability.
