Missed orders. Inaccurate inventory. Unreliable reporting. Systems that fight the business instead of running it.
I work directly with CEOs, CFOs, and PE operating partners of manufacturers and distributors to restore operational clarity — across process, systems, data, and execution. 38+ years. 100+ enterprise systems engagements. Est. 1999.
When Your Business Gets Harder to Run Than It Should
BAS™ Value Creation Sprint
Recoverable EBITDA, quantified at the task level — in 4 to 6 weeks.
The Sovereign Third™
The independent operator between your executive sponsor and your system integrator.
Private Equity & M&A Tech Due Diligence
Deal-speed IT diligence for PE transactions, buy-side and sell-side.
Interim CIO / CTO Leadership
Technology leadership for transitions, turnarounds, and transformations.
ERP Implementation & Recovery
Selection, implementation, and rescue — from someone who has done all three, repeatedly.
AI Strategy, Systems & Data Integration
Where AI creates measurable value in your operations — and where it does not.
Services
Food & Beverage
Custom WMS Solution for High-Volume Frozen Turkey Distributor Experiencing Exponential Growth
Client Impact Results
Eliminated nearly 100% of manual procedures, documentation, and rework, per client feedback
Enabled the operation to continue growing without adding proportional headcount
Delivered real-time visibility, lot control, and shipping accuracy exceeding 99.5%
Industrial
Manufacturing Modernization Reduces Month-End Close from Weeks to Hours for Food-Grade Phosphorus Processor
Client Impact Results
Planning Transformation: Replaced reactive production planning with sophisticated SIOP process
Reporting Efficiency: Reduced production reporting time from 3-5 days to real-time, automated information.
Financial Close: Decreased month-end closing from more than three weeks to less than one day
Process Integration: Fully automated production and inventory reporting through integration with financial accounting
Operational Proactivity: Enabled management to proactively plan, schedule, and execute in a continuous improvement cycle
Regulatory Compliance: Enhanced tracking capabilities for cGMP and CFR Title 12 compliance.
Food & Beverage
ERP Transformation for Multi-Location Feed and Fertilizer Producer: From 3-Hour to 30-Minute Planning
Client Impact Results
Planning Efficiency: Reduced daily mill planning from over 3 hours to under 30 minutes
Automation: Moved operations from nearly 100% manual to approximately 90% automated
Scheduling Accuracy: Achieved ~98% on-the-hour accuracy for customer bulk pickups
Inventory Management: Improved retail inventory accuracy from under 50% to approximately 100%
Cost Reduction: Eliminated a multimillion-dollar pallet reuse operation
Price Management: Implemented daily repricing on commodity fluctuations
Cultural Transformation: Delivered lasting change inside a 100-year-old organization with embedded resistance
Manufacturing
ERP Transformation Cuts Demurrage and Partial-Load Returns by 95% for Agricultural Chemical Manufacturer
Client Impact Results
Cost Reduction: Reduced railcar demurrage and tanker truck partial-load returns by over 95%
Order Fulfillment: Achieved real-time Available-to-Promise commitments during order taking
Supply Chain Visibility: Established first-time visibility of trans-Atlantic port-of-entry ownership and tracking
Financial Efficiency: Reduced month-end financial close from more than two weeks to less than two hours
Process Automation: Implemented Lean Order-to-Cash, Procure-to-Pay, rate-based scheduling, and automated supplier scheduling
Customer Satisfaction: Significantly reduced product shortages and delivery delays
Distribution
Time-Driven ABC Analysis Uncovers $20M Cost Savings for National Janitorial Supplies Distributor
Client Impact Results
Cost Savings: Identified approximately $20 million in savings from unprofitable products and processes across specific distribution centers
Customer Retention: Reversed the in-flight termination of a major channel partner — the data proved they ranked in the top third of profitability
Decision Making: Replaced allocation-based assumptions with empirical, activity-level profitability evidence
Resource Allocation: Redirected resources toward the most profitable channels and customers
Operational Efficiency: Isolated the specific cost drivers for targeted improvement
Biotechnology
Profitability and Cost Analysis for Strategic Growth
Results
Sales Optimization: Identified opportunities to restructure sales commission models to drive profitable growth
Product Profitability: Pinpointed unprofitable customer/product combinations for remediation
Operational Efficiency: Discovered and addressed Production and Quality Lab inefficiencies
Strategic Focus: Enabled client to take immediate steps to improve product profitability
Cost Reduction: Identified and implemented specific operational cost reduction initiatives
Data-Driven Decisions: Provided management with actionable business intelligence for strategic planning
Manufacturing
Transforming a 20-Year Unprofitable Manufacturing Operation into a Precision-Driven Powerhouse
Client Impact Results
Financial Transformation: Improved EBITDA 30% in less than two years
Quality Revolution: Reduced shop floor mistakes and rework by over 75% within the first year
Work-Life Balance: Shop personnel took holidays during busy season for the first time in 20 years
Manufacturing Excellence: Reduced manufacturing cycle times from 8+ months to under 3 months.
Supply Chain Optimization: Reduced global sourcing of forged steel components from 18+ months to under 4 months, enabling millions in additional customer jobs
Operational Efficiency:
Reduced job estimating from weeks to less than 4 hours with increased accuracy
Decreased project status reporting lead-time from 1+ week (with <50% accuracy) to under 1 day (with >98% accuracy)
Eliminated time-consuming daily planning meetings attended by all Directors, Managers, and Supervisors
Healthcare
Revitalizing a Healthcare Multimedia Platform: 74% Cost Reduction and Accelerated Product Launch
Client Impact Results
Cost Efficiency: Reduced product development costs by approximately 74% through design changes and in-house capability
Time-to-Market: Launched MVP Version 1 in under 3 months
Organizational Development: Stood up functioning IT and Data Science departments in under 4 months, completing the exit from the third-party development firm
Revenue Growth: Contributed to a 10% increase in sales revenue through strategic recommendations
Leadership Continuity: Onboarded the new CEO while preserving operational momentum
Financial Services
Rescuing a Stalled $250M Insurance Software Implementation
Development Velocity: Enabled team to promote vetted code to QA within 2 months. Stakeholder Confidence: Established continuous code promotions to Customer Acceptance within 3 months. Leadership Continuity: Successfully recruited and onboarded permanent IT Director within 6 months. Project Recovery: Put the stalled $250M implementation back on track toward successful completion.
Financial Services
Scaling Operations for a High-Growth Investment Management Firm
Client Impact Results
Cost Efficiency: Identified approximately 10% in operational expense reductions
Rapid Implementation: Established functional Agile/Scrum DevOps team within 1 month
Operational Excellence: Delivered streamlined operations and on-demand reporting systems within 2 months
Team Autonomy: Achieved self-sufficient operations of the development team within 3 months
Digital Transformation: Completed transition from manual, paper-based documents to electronic document management within 4 months
Financial Services
Modernizing Investment Portfolio Management: 95% Data Quality Improvement for Financial Asset Manager
Client Impact Results
Strategic Clarity: Demonstrated increased profitability of fund-of-funds model within 1 month
Project Recovery: Terminated underperforming third-party consulting firm within 6 months and redirected implementation
System Modernization: Successfully implemented LedgeX Portfolio Management Software in under 1.5 years
Product Enablement: Enabled new Fund-of-Fund product offerings aligned to institutional mandates
Enhanced Client Engagement: 100% Automation of Client Reporting enabling Monthly vs Quarterly
Operational Efficiency: Reporting 99%+ improvement
Data Excellence: Achieved approximately 98+% improvement in data quality and accuracy
Knowledge Transfer: Successfully implemented Agile DevOps and prepared internal staff for long-term system maintenance.
Retail
Crisis Recovery and IT Transformation for National Retail Franchise
Client Impact Results
Crisis Management: Documented 54 SQL Server databases and thousands of VBScript programs within 2 weeks; completed operational triage within 3 weeks; disaster recovery protocols live within 1 month
Organizational Development: Stood up a functioning IT organization with an operating Agile DevOps team
Business Intelligence: Delivered insight into rental trends, product profitability, and consumer preferences by region
Strategic Vision: Provided franchisees data-driven competitive intelligence through an integrated SaaS application
Manufacturing
Proven Operating Model Replicated to Second Plant: Cycle Times Cut from 8+ Months to Under 3
Client Impact Results
Cycle Times: Reduced from 8+ months to under 3 months
Profitability: Unprofitable plant became a positive contributor
Transferability: Operating model validated across a second manufacturing context in 6 months
Outcome: Plant subsequently acquired by GE
Manufacturing
Custom CPQ Wins Multi-Million-Dollar Contract: Complex Quotes in Under 2 Hours vs. 3-Week Industry Standard
Client Impact Results
Competitive Win: Within 2 weeks of CPQ launch, the client won a multi-million-dollar contract by turning a complex quote in under 2 hours — competitors quoted ~3 weeks
Manufacturing
First Holiday Break in 20+ Years: Shop Resource Planning That Gave the Floor Its Life Back
Client Impact Results
Human Outcome: For the first time in 20+ years, shop personnel took Thanksgiving and Christmas vacations during the busy season — planning discipline made the capacity visible
Food & Beverage
Pre-Sale Diagnostic Identifies $2.8M in Savings (18.9% OpEx) for FDA-Regulated Infant Formula Manufacturer
Client Impact Results
Savings: $2.8M identified — 18.9% OpEx reduction
Value Classification: 59% of process work was NVA or NVA-Essential
Shadow Systems: 43% of overall cost consumed by non-sanctioned systems
Workforce: 9% optimization validated as achievable without operational impact
Lab Procedure: Main daily procedure reducible from 45 minutes to 5
Manufacturing
Post-Acquisition Integration Cuts Manual Tasks from 30 to Under 5 with Full Corporate ERP Integration
Client Impact Results
Manual Tasks: Reduced from 30 to fewer than 5
Work Order Accuracy: Above 95%
Shipping Accuracy: Above 95%
Integration: Corporate ERP integration fully automated, eliminating double-entry
Manufacturing
One Operating Model, Three Sites: Post-Acquisition Integration Lifts On-Time Delivery Above 95%
Client Impact Results
On-Time Delivery: Improved above 95%
Cost: Significant service-cost reduction; inventory shortages resolved
Finance: Progress billing and retainage tracking fully automated
Scale: Operating model replicated 1 site to 3 in 6 months, on budget
Manufacturing
$1.3B Merger Assessment in 2 Months: $2M Immediate Savings, Future-State Approved for Global Rollout
Client Impact Results
Immediate Savings: ~$2M annualized
Long-Term: ~$100M savings potential
Approval: Future-state approved for global rollout across the merged entity
IP Milestone: The BAS™ methodology was formally named during this engagement
Technology
Five-Entity Global Process Framework: APQC-Aligned Governance Across US, Canada, Ireland, UK, and India
Client Impact Results
Unified Framework: One process architecture governing global operations
Regional Clarity: GDPR, post-Brexit, and delivery-center governance made explicit
Standardization: Service levels consistent across all five entities
Distribution
BAS™ Diagnostic Models 91,000 Hours at ~97% Accuracy and Identifies $1.29M in Annual Savings
Client Impact Results
Total OpEx Modeled: $4.6M
Value-Added Share: Only 21.2% of operating cost was directly value-creating
Addressable Savings: $1.287M annually across 5 initiatives — automated reconciliation, credit card processing, A/R collections, self-service portal, credit screening
Shadow IT: $793K (27.6%) consumed by non-blueprint systems
Manufacturing
Global SCM Crisis Stabilized in Under 2 Months; BAS™ Audit Finds $700K NVA in 2 Weeks
Client Impact Results
Stabilization: Global engine SCM stabilized in under 2 months
Sourcing: Long-term sole-sourcing to OEMs secured in under 6 months via European supplier agreements and formal SIOP
NVA: Over $700K identified in 2 weeks (over $1M total annualized savings)
Pricing: Customer confusion and OTC pricing issues from annual model changes eliminated
Distribution
Third Firm, Second Attempt: Failed JDE Implementation Rescued for 250K-SKU, 18-DC Distributor
Client Impact Results
Automation: Converted manual, error-prone procurement planning and purchasing to automated, exception-based management
Visibility: Management analysis and exception reporting delivering the daily business pulse
Scalability: Customer-specific and non-stock items managed without administrative burden
Technology
Three JDE Installations Consolidated to One in 5 Months — Saving 19 Months of Projected Fees
Client Impact Results
Fee Avoidance: 19 months of projected consulting fees eliminated, plus two JDE subscriptions and two data centers of OpEx
Payroll: Monthly multi-day re-keying reduced to under 5 minutes
Procurement: 7 processes digitalized; 90 users trained; real-time requisition and approval
Manufacturing
Third Failed Start Rescued: 1,800 Daily Work Orders Automated for Tier 1 Automotive Manufacturer
Client Impact Results
Throughput: ~1,800 daily active work orders running on automated planning
Recovery: A three-time failed implementation delivered in 9 months
Manufacturing
Took Over After Big-Firm Exit: 1M+ Manual Pricing Structures Replaced with Real-Time Order Completion
Client Impact Results
Sales Orders: Real-time completion vs. 2–8 hours, via 15 Advanced Pricing configurations replacing 1M+ manual pricing structures across government, group-buying, and B2B channels
Delivery: Program completed in 11 months total despite the mid-program transition
Manufacturing
Production Cycle Times Cut 60% as HVAC Manufacturer Replaces Broken Spreadsheet Systems
Client Impact Results
Cycle Times: Production cycle times reduced by 60%
Accuracy: Planning and scheduling accuracy increased above 99%
Modernization: Excel/Access/Word workarounds replaced by lean OTC and manufacturing processes
Manufacturing
MRP Push Meets Lean Pull: Throughput Up 90%+ for Belt Manufacturer in Quality Crisis
Client Impact Results
Throughput: Increased over 90%
Raw Material Accuracy: Above 98%
Delivery: Quality and missed-delivery crisis resolved in 6 months
Manufacturing
Federal Suspension Averted: ERP Live in Under 2 Months for Military Manufacturing Contractor
Client Impact Results
Go-Live: MS Dynamics GP live in under 2 months
Risk: Federal fines and suspension averted
Manufacturing
PE-Backed Turnaround: Custom Manufacturing SaaS Eliminates 97%+ of Data Issues in Under 5 Months
Client Impact Results
Data Issues: Over 97% eliminated, resolving major material shortages
Customers: Chargebacks and product-delay crisis with primary customers resolved
Timeline: Stabilization in 1 month; production SaaS in under 5
Manufacturing
Complete Cost Visibility for the First Time in 30+ Years — Pre-Sale Transformation in 3 Months
Client Impact Results
Cost Structures: Accurately tracked and managed for the first time in 30+ years
Production: Output matched to demand, ending out-of-control quantities and cost
Retail
Global Outsourced Production Proven Feasible in One Month for Boutique Textile House
Client Impact Results
Feasibility: Demonstrated a workable systems model for complex multi-country outsourced production — on time, on budget
Manufacturing
Machine Learning Disproves "Every Job Is Unique": 5 Production Profiles Found in Millions of Records
Client Impact Results
Result: Null hypothesis rejected — 5 core profiles generated by ML now anchor the proposed CPQ application
Adoption: Future-state QTC and PLM approved by C-level and departmental leadership
Healthcare
Data Conversion in 2 Weeks vs. 3 FTE-Years Estimated; ABC Analysis Surfaces $5M+ in Cost Recovery
Client Impact Results
Conversion Speed: Under 2 weeks vs. 3 FTE-years estimated; launch on time and on budget
Integration: Inter-company process costs reduced ~85%; 100% bulk raw material availability
Cost Recovery: Over $5M identified — an unprofitable product line and an unprofitable market channel exposed by the Whale Curve
Manufacturing
The Most Valuable Recommendation: Don’t Do It — Cost Model Stops a Global ERP Misadventure
Client Impact Results
Decision: Executive Committee abandoned the replacement program based on projected total cost — honest advisory that saved the client from a failed initiative
Manufacturing
Global Pricing Framework the CEO Called "Some of the Best Work to Come Across Her Desk"
Client Impact Results
Executive Adoption: Framework anchored the CEO strategy session — "some of the best work to come across her desk" per the Global Pricing Leader
Food & Beverage
Day 2 Carve-Out Advisory: Standing Up a Divested Pet Food Business Against a TSA Clock
Client Impact Results
Delivery: Roadmaps delivered against the TSA timeline; specific outcomes NDA-protected
Technology
TMO Co-Management of a Major Carve-Out: 20+ Workstreams, 5 New Entities, 100+ Applications
Client Impact Results
Outcome: Five entities stood up with 100+ applications; TSA exit tracking operationalized
Savings: Millions in additional fees avoided for the PE client through risk mitigations (amount NDA-protected)
Healthcare
669 Weighted Requirements, 3 Platforms, One Defensible Decision: Enterprise Selection for PE-Backed MSO
Client Impact Results
Requirements: 669+ weighted across 12+ process domains and all affiliates
Evaluation: 3 enterprise SaaS platforms scored quantitatively and qualitatively
Financials: Complete NPV/IRR/TCO model with phased timeline
Deliverable: CTO-endorsed business case and consolidation plan with implementation roadmap
