Large Utility - United Kingdom

Reengineered the collections process.

Estimated annual benefits of £5.8 million pounds ($10.4 million) primarily through production increases. Cash flow benefits should accrue to future periods as well.

Large Utility - United States

Reengineered the collections process.

Estimated annual benefits are $18 million. Applicable avoided interest is approximately $805,000. Cash flow benefits should accrue to future periods as well.

Large Utility - United States

Reengineered select billing processes to both internal and external customers.

Estimated $3 plus million is savings in one process alone. Other recommendations would eliminate hundreds of days of cycle time in other processes with an estimated finance cost savings of over $300 thousand dollars.

Large Utility - United States

Developed an activity based costing model for a utility providing an essential foundation and tool of activity based management.

Gave the utility the ability to begin to proactively manage its costs, understand activities and cost drivers, unbundle products and services, and support make-versus-buy decisions. It also provided information to support activity based budgeting, the prioritization of TQM projects and continuous improvement.

Large Utility - United States

Evaluated issues relating to internal transfer pricing policy.

Produced a billing to subsidiaries of an utility holding company of all expenses related to those subsidiaries. This separation allowed for a clearer understanding of the investment in subsidiaries as stand-alone businesses and properly segregated regulated and non-regulated costs.

Large Utility - United States

                    Lead consultant of compliance audit of affiliate transactions

Large Utility - United States

Assisted a department of an utility in assessing costs as a proposed spin-off from the utility as a subsidiary.

Large Utility - United States

                    Strategic Advisor for large scale business process improvement project.

Large Utility - United States

                    Developed and implemented balanced scorecard.

Large Utility - United States

                    Built business case for predictive technology application

Reengineered the operations. Established standard costs for each type of door and developed and installed budgeting procedures. Restructured chart of accounts and financial statements to better facilitate costing and analysis. Trained company personnel in all procedures. Recommendations to save 32% of sales, to eliminate all overtime, halve head count, and reduce scrap.

Machine shop

Reengineered the operations. Provided new scheduling, job control, and cost control mechanisms to maximize returns over costs. Restructured chart of accounts and financial statements to better facilitate costing and analysis. Performed activity based cost analysis (ABC) that provided information for a better utilization of operational resources. Trained company personnel in all procedures. Made recommendations that would reduce costs 16% of revenues.

Importer of and distributor of eggs

Reengineered the administrative operations. Recommendations included reallocation of duties, change in methods, and elimination of some staff as unnecessary while reducing costs and increasing efficiency and accuracy.

Manufacturer of a rubber door mat.

Evaluated the operations. Study resulted in rescheduling of personnel, process steps, and reassignment of personnel along the various steps of the manufacturing process resulting in reduced costs and increased efficiency. Also costed out all the firm's products. Restructured chart of accounts and financial statements to better facilitate costing and analysis. Developed and installed planning procedures. Trained company personnel in all procedures.

Lawn tractor dealership

Evaluated the operations (service department, parts sales, and primary equipment sales) of this company's second largest lawn tractor dealership in the United States. Evaluations included internal billing, assignment of personnel costs, acceptance of used equipment, commissions structure, and inventory management. Recommendations expected to triple bottom line.

Oil company

Reengineered the operations. This resulted in personnel changes and new job descriptions. Areas of evaluation were delivery, dispatch, garage, administrative areas, service, and marketing. Substantially increased use of computer system. Restructured chart of accounts and financial statements to better facilitate costing and analysis. Developed and implemented a budgeting process. Performed activity based cost analysis (ABC) that provided the product line/service line profitability information that drove much of the reorganization. Trained company personnel in all procedures.

General commercial construction contractor

Reorganized and redefined all departments of a major general contractor (office and field) of commercial buildings to improve effectiveness and efficiency.

Trucking firm

ABC was applied to a trucking firm. The results identified unprofitable routes.

Marketer and manufacturer of aviation communications systems

ABC was applied to a worldwide marketer and manufacturer of aviation communications systems exposing an inappropriate pricing policy.

Intermediate school district, municipality, county government

Set up, trained personnel, and implemented a tax collection program for an intermediate school district resulting in 90%+ collection of prior year personal property taxes. Involved negotiation with business owners, attorneys, and school district of payout programs. Included bankruptcies and seizure of assets. Produced similar work for a metropolitan Detroit city and a Kansan county.

Remanufacturer of medical diagnostic imaging equipment and tire recycler

Acted as an intermediary for the sale of a company that sold remanufactured medical diagnostic imaging equipment and a company involved in recycling.

Biotech firm

Actively involved with venture capital and licensing, representing a biotech firm that has developed an in vivo radiotracer for breast cancer. Advised on business plan. Licensed in Europe and seeking partners for US, Canada, Japan, and Australia.

Super-regional bank

Produced information memoranda for the mergers and acquisitions department of a super-regional bank. The bank concentrates on middle-market companies of varying industries.

Pipe manufacturer

Developed financial models and scenarios for a pipe manufacturer to restructure under Chapter 11 bankruptcy. Represented company to bank

National Real Estate Firm

Software Company

                    Advised software company on Sarbanes-Oxley software product

National Waste Management Company