Selected work
Operations, procurement and AI Back Office engagements.
AI Back Office engagements
Multi-stakeholder coaching program
We ran an Admin / Project Manager / Associate pod alongside a multi-stakeholder coaching program. The Admin watched mail, calendar and Drive and sent concise morning digests with flags for what needed a decision. The Associate pulled coaching plans, decks and files and drafted prep. The Project Manager quality-checked deliverables before anything reached the engagement lead. Outbound client email stayed with a person unless we were explicitly asked otherwise. Private prep stayed on personal Drive, not the shared client drive.
Calendar, mail and Drive awareness
On another engagement, the Admin produced regular morning digests covering calendar changes, new mail and Drive activity, plus short flags for what was actionable that day. The Project Manager used those flags to prioritize, and the Associate handled drafting and file pulls when asked. The pattern was the same: agents organize and draft; a person decides and sends.
Specialized coaching series with quiet handoffs
On a specialized coaching series inside a broader leadership engagement, the Admin monitored mail and calendar for booking gaps and schedule moves. The Associate drafted 1:1 prep documents from meeting notes and prior materials. The Project Manager quality-checked prep before the engagement lead used it, and client-quiet periods applied during handoffs so nothing reached the client by surprise.
Executive steering committee support
We stood up a Project Manager, Admin and Associate pod to support steering-committee and workstream materials. The Admin watched email, calendar and call notes and flagged decisions in a short What / Why / Owner / Urgency format. The Associate built and revised decks, spend views and related analysis. The Project Manager gated quality before materials moved forward. Drafts meant for external use waited on human signing or approval - no automatic sends.
Operations & procurement consulting
Value creation for private equity
A large private equity client had just closed a multi-billion-dollar acquisition of a new portfolio business. They engaged us to build a value creation plan that would deliver significant results within three years. After an initial analysis and idea-generation phase, we carried out the plan. It covered strategic sourcing and procurement initiatives, commodity management with a commodity council to foster cross-functional collaboration, and technically driven initiatives including cost value engineering.
Business process improvement for an industrial giant
We supported an extensive post-merger integration and corporate transformation and quality improvement program for one of the world's largest industrial companies. The work spanned complex cross-functional projects and full-scope solution plans for numerous gap analyses in business process excellence, supply chain, marketing and communications, quality, and risk mitigation. We also oversaw development of new strategic program opportunities to sustain the improvements.
Strategic procurement and sourcing programs
We have built, managed and supported strategic procurement programs for numerous Global 1000 corporations in diversified industrial, materials, manufacturing, power generation, aerospace and automotive. The work includes in-depth supplier and spend analysis, category and commodity strategies, team training and coaching, and new tools and methods applied consistently across the organization. The result is a procurement function that moves from a transactional cost center to a source of strategic value.
Supplier negotiations
We prepare clients for direct negotiations with key suppliers through rigorous supplier and market analysis, cross-functional team training, strategy and tactics, aggressive but accurate targets, and role-play workshops. During the negotiation events we coach the executives delivering the message, advise the teams on strategy and roles in real time, track and audit progress, and follow a proven method for capturing results afterward.
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