Representative Consulting Engagements

Services Opportunity for ISV Cloud Technology + Business Transition

Multinational IT Outsourcing/Services provider

Strategy engagement focused on critical business and technology services that ISVs require to transition / migrate from traditional on-premises to Cloud-centered business and technology architectures. Included building market models and forecasts, go-to-market recommendations, and messaging /positioning constructs.

The Cloud and Office of the CFO – Opportunity Analysis and Thought-leadership


Global Cloud Solution provider

Opportunity analysis engagement focused on understanding if there are better and more effective ways that Finance organizations can operate and manage, in light of evolving corporate priorities and the evolution toward Cloud-based solutions. Executed North American-based web survey plus conducted deep-dive executive interviews, which supported both the development of strategy and messaging recommendations and the creation of co-branded thought-leadership research deliverables that were used for business development purposes.

Big Data – RFP Development / Vendor Selection / Project Management

Analytics subsidiary of F100 financial services firm

Supported development & deployment of a Cloud-based, high-volume data platform and analytics environment, including proof-of-concept on which future business and technology models would be based. Developed and applied models for assessing client Big Data and Cloud technology and business requirements; developed and applied provider evaluation methodology; delivered “short list” of potential providers; developed & managed RFP process for PoC including complex procurement relationships. Provided oversight and acted as overall project manager during PoC deployment.

New Cloud-enabled Business Service – Opportunity Analysis

Business Strategy Team of traditional F250 manufacturing firm

Market opportunity and business strategy engagement, assisting client with Cloud business services conceptualization, development and rollout. Project included target customer executive interviews to understand functional requirements, likely solution benefits, usage preferences, and barriers to adoption. Built demand profile, suggested product strategies for maximizing opportunity, recommended market positioning, value propositions, messaging, and associated go-to-market efforts.

Enterprise Business Application Market Opportunity Analysis

Global enterprise business management software provider

Fact-based strategy consulting project to determine primary decision drivers, buying triggers, and processes for purchasing integrative enterprise business management apps. Conducted global web survey of business & IT leaders and decision makers across 8 industries (>1,500 survey completes), with follow-on telephone interviews. Provided research, analysis, insights including buyer intelligence, and guidance to improve customer targeting and acquisition by client sales and field marketing organizations.

Enterprise Services and the Cloud – Strategy Review

Global, full-line IT Master Brand

Strategy and opportunity assessment / review for Cloud-based, vertically- and horizontally-focused BPO & BPaaS offerings. Engagement included detailed research and evaluation regarding best opportunities with regard to Cloud as enabler of business innovation and large-enterprise business process improvement. 

Enterprise Modernization Benchmark Research

Multinational IT services, software, and technology provider

Developed & conducted global web survey of 1,200 large-enterprise business and IT executives to identify gaps between organizational business and IT goals and the ability to achieve those.  Developed six-dimensional research, assessment and benchmarking model, then provided research data and analysis to populate and apply that model. Delivered baseline Enterprise Modernization Benchmark index and ongoing service that client uses as a go-to-market tool.

The Cloud And New Routes to Market

Corporate Strategy Group of top software provider

Research, analysis and guidance for a top-5 business software provider, to help them assess and evolve competitive go-to-market strategy and positioning due to the emergence of competitive Cloud offerings and providers. Developed and applied competitive assessment and evaluation models; created materials to effectively communicate market evolution to Cloud ecosystems, focusing on Cloud Infrastructure, Platforms & Hubs, and SaaS/Cloud Business Solutions.

Enterprise Performance Management Partner and Alliance Roadmap

Emerging BI / CPM provider

Research-driven assessment and prioritization of customer & market requirements for enterprise performance management solutions, as well as development of a partner and alliance ecosystem roadmap, including go-to-market and value proposition recommendations. Developed follow-on, co-branded, thought-leadership reports; conducted supporting webinars.