Engaged to manage the selection and implementation of multiple customer delivery software systems simultaneously. Documented business requirements, scored proposals, and selected the systems to be implemented. Oversaw both technology and business unit conversion activities to ensure seamless customer experience and on-time/on-budget delivery.
Developed and implemented a year-long, company-wide efficiency improvement program. Conducted benchmark assessment of all operations. Developed and implemented efficiency improvement plans for multiple lines of business resulting in $4 million in annual expense reductions and revenue enhancements. Identified and implemented efficiency improvements using a variety of techniques including business process re-design, functional outsourcing, volume-based staffing models, and process automation.
Managed restructuring and liquidation of $50 million distressed technology company. Projects included real estate leasing/sales, other business asset liquidations, negotiations with the IRS, and the resolution of over $10 million in trade credit and legal claims. Eventually marketed the business to potential acquirers, negotiated terms, and closed the liquidating transaction.
Engaged to analyze the financial situation of a non-profit institution and develop a forecast model to support strategic planning. Worked extensively with the Board and management to model the impact of various strategic options and assess the impact of each on the institution’s long-term financial viability.
Engaged by a Hawaii healthcare provider to conduct in-depth competitive research and develop a financial model for a potential new line of business. Feasibility research included demographic-based demand study as well as multi-year revenue and cost projections.
Conducted detailed “mystery shopping” of competitors to assist a client in positioning their offering vis-a-vis the competition. Research included elements of branding, marketing, sales behaviors, service functionality and pricing.
Conducted in-depth, on-site review of technology company’s business operations. Recommended strategic re-positioning to free up resources for business development and sales. Provided on-going business coaching to owners as we executed the recommended growth initiatives.
Provided community bank Board of Directors with an independent assessment of the completeness and feasibility of their bank’s disaster recovery plans. Review conducted for in-house use and for use with Federal and state regulators. Deliverable included assessment of the plans, identification of weaknesses, and recommendations for corrective action.
Curtis Consulting LLC 