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History and Previous Experience

 Previous Monographs

Client Wealth Evaluation
Recruiting
Business Intelligence
Risk Management
Stock Trading
Customer Absorption
Contextual Search
Productivity
Information Maven
Sales Value Chain
Service Quality Construct
Sales Intelligence
Client Relationship Management

 Previous Projects


             <click to download>
 Enterprise Search
This blueprint serves as the foundation for all other projects. The industry portal uses both news article and web searching. Service Finder uses search to match products and services to outside data feeds. Sales force assessment searches and organizes data based on asset. Enterprise information management is a document registration, navigation and search system. While EDM Logic works on a host of IT projects, they all have one thing in common - findability - employees searching for the right information at the right time and turning it into something actionable.
  • Sophisticated pre-query algorithms that read unstructured data and not only organize it, but grade the document along multiple dimension, thereby driving much improved results
  • Upfront requirements gathering and expectation setting phase to interview and assess the exact needs of the organization before purchasing and deploying an enterprise search engine
  • Hedging search with user tools like best bets and refine search that allow the user to have an "iterative" conversation with the system and navigate to the best results
  • Full analytics and reporting system allows IT to monitor search system usage, tune collection taxonomies and respond quickly to user feedback and requests for improvement

             <click to download>
 Business Development Lead Generation
Imagine a way to compare a company's products and services to outside data feeds, like news articles or legal filings and generate sales leads. Algorithms read each article and look for patterns between the article and a taxonomy that represents the firm's service offerings. The system can even match an event down to a single resource or expert within the firm and send emails to a potential client describing how the prospect may be in need of the company's services.
  • Parser compares the contents of unstructured data, like news articles or legal filings, and matches them to specific firm products using pattern matching technologies
  • Entity extractor looks for conflicts of interest early in the client proposal and acceptance process, identifying connections between the firm, the prospective client and existing clients
  • System can automatically generate emails to prospective customers that include a description of the article or filing, the company's qualifications and a team member bio

             <click to download>
 Industry Portal
A framework for integrating information and processes for a specific subject matter. Built-in applications and personalized information make the portal highly customizable and pertinent to each user's specific needs. Revenue model is to offer site area sponsorships at platinum, gold, silver and bronze levels. Companies within the industry can sponsor the overall site and appear on every page or sponsor a specific section that aligns to their business offerings.
  • Request for proposal tool that allows user to upload and analyze RFPs, getting a report of vendors who should be asked to propose
  • Search engine that crawls sites only indexing information specific to the industry portal subject areas and parses resulting index into multiple classification libraries for easy navigation
  • Newsletter service that includes industry news that has been pre-graded for relevance to the portal's subject matter
  • Self-administered columnist section that uses blogging technology to publish stories directly to the site

             <click to download>
 Sales Force Asset Management
Often sales force teams are limited by company capacity to serve customer needs. Underutilized assets and personnel translate into potential revenue dollars that can often be overlooked if not tracked carefully. In addition, there may be off-peak times when services are not in high demand can be sold at discounts to keep equipment productive. This system uses sophisticated GPS asset tracking to generate reports and alert sales on where to position products and services.
  • Creates a master client file by asking workers to collect and scan as many business cards from the field as possible, combining with financial data to build client contact profiles
  • Uses PDA or smartphone applications to track all projects in the field and report on asset availability
  • Mobile asset tracking using GPS inside cell phones to map assets and dispatch equipment for maximum utilization
  • Custom report engine for company management to analyze asset allocation and how to position sales force for maximum profit and productivity

             <click to download>
 Enterprise Information Management
System designed to track all activities for global drilling company. Sophisticated taxonomies were developed around rig assets to bring together purchasing, operations, engineering, safety, maintenance and other departments into a single view for each area of the rig. System was extended to include outside data feeds and regulatory information.
  • Engine reads each document and looks for patterns with pre-defined taxonomy dictionaries, organizing every company document into one of several hundred collections
  • Three pane navigator, modeled on the iPod, allows users to navigate every collection area with a maximum of three clicks and then search within a specific collection
  • Search system includes features like best bets and refine search to improve results and employee satisfaction with the overall system
  • Document registration process automatically grabs important concepts from the uploaded document, asking the user to validate the tags or choose better tags to describe the new document

             <click to download>
 Nonprofit Volunteer Management
Manage all aspects of a 50 location nonprofit organization deploying 100,000 volunteers to meet local community needs. Allows volunteer to customize site based on interests and map projects based on impact area and neighborhood. Several features include do-it-yourself project guides, leadership training and social networking tools.
  • Utilizes "I am" navigation framework that directs users to site homepages built specifically for the type of user entering the site
  • Entire site can be syndicated into a company intranet where the HR organization can pick certain modules and make them directly available to employees without leaving the company intranet
  • Includes video-on-demand volunteer leader training based on impact areas and, all scripted and presented by existing volunteer leaders in the field
  • Allows any volunteer or local organization team member to author and publish content directly to the volunteer management system and public facing web site

 Team Experience