Food and Beverage Conglomerate

Examined the client’s end-to-end Supply Chain organization and re-established their operating model by centralizing certain supply chain functions while keeping others local based on functional and regional business needs

Saved$30M+

Off-Price Retailer

Evaluated a national off-price retailer’s onshore vs. offshore model to determine an alternative model for their inbound distribution network

Savings Identified: $60-70M

Evaluated their last mile distribution by assessing their cross-dock strategy to lower distribution costs and time to market

Saved$10-15M

National Book Publisher

Led 3PL and transportation sourcing event where we evaluated candidates based on capabilities, relationships with carriers, proposed WMS/TMS systems, and business case results. After awarding the business, we created a WMS/TMS implementation plan and provided guidance on leading practices.

Saved$5-10M

Fast Casual Restaurant Chain

Redefined the packaging strategy by evaluating functionality, branding, sustainability, and profitability attributes of their packaging portfolio. Delivered a plan/roadmap to implement our recommendations and identified partners to help them through the journey. Dove deeper into their sandwich packaging and were able to lower packaging spend by ~70%, Reduce carbon footprint by ~65%, and improve heat retention by 3-6 C

Saved70%

Fortune 500 Global Restaurant Chain

Project managed Oracle HRM implementation by maintaining project plans, key action/decision items, prototype scenarios, and Oracle service requests and drafted deliverable decks, steering committee decks, HCM process flows, configuration guides, and Fit/Gap requirements.

Multi-brand Restaurant Chain

Project Managed design through implementation of a Supplier Relationship Management (SRM) / procurement tool and led creation of training programs and change management strategy that were executed across 10k+ restaurants.

Medical Device Manufacturer

Led distribution cost savings assessment to identify opportunities through warehouse footprint and capacity analysis, back-order inventory allocation optimization, inventory ABC classifications and other logistics opportunities

Saved$10-20M

Health Care Sales and Marketing Organization

Analyzed end-to-end finance processes across six locations and business units. Documented current state processes and organization structure, identified key areas of opportunity, and proposed a plan to streamline processes and reduce costs of the finance department by 30%

Chemicals Manufacturer

Drove transportation optimization assessments analyzing LTL/FTL consolidation opportunities, mode shift, accessorial spend, fuel surcharge spend reduction, and quantification of other savings opportunities

Saved$10-20M

Oil and Gas Equipment Manufacturer

Conducted Transportation Sourcing event across modes (FTL, LTL, Flatbed, Hotshots, Air, and Ocean) and across regions (US, Canada, Mexico, Argentina, and rest of world).

Saved$3-5M

Global Engineering Conglomerate

Conducted activity analysis to gain insight on the core finance processes of a facility, the stakeholders involved in each process, and the missing links between finance and operations. Proposed a future state model of activities by role for that location.

National Gas Station

Assessed the new store opening process to identify main bottle necks and breaking points. Re-designed process and organization to fit to the recommended operating model.

Saved$1M

Re-designed the supply chain network for a medical device company that had to deliver items urgently to their final customer by creating complex business models in Excel and Tableau to analyze Centers of Gravity, Mode preferences, and optimal location for nurses to perform final mile delivery.

Saved$1-2M

Redefined the packaging strategy by evaluating functionality, branding, sustainability, and profitability attributes of their packaging portfolio. Delivered a plan/roadmap to implement our recommendations and identified partners to help them through the journey. Dove deeper into their sandwich packaging and were able to lower packaging spend by ~70%, Reduce carbon footprint by ~65%, and improve heat retention by 3-6 C

Saved70%

Global Research & Analytics Firm

Due Diligence

A developed transition plan and process workarounds to ensure finance operations (specifically Cash Applications, Royalties, Collections, and AP) would remain business as usual after the closing of sales. Also led in-depth assessment of the Procure-to-Pay process: documented current state PTP process, drafted new PTP Policies and Procedures, and provided recommendations for the end-state process

International TV Broadcaster

Finance

Led Order to Cash assessment in Mexico City to identify material weaknesses and key areas of opportunity across the Order to Cash process after the acquisition of the US entity

National Gas Station

Assessed the new store opening process to identify main bottle necks and breaking points. Re-designed process and organization to fit to the recommended operating model.

Saved$1M

National Book Publisher

Due Diligence

Conducted due diligence and synergies analysis in the merger of two book publishers for a combined company worth of >$5B, particularly focused on revenue, COGS and SG&A.

Global Research & Analytics Firm

Due Diligence

Developed transition plan and process workarounds to ensure finance operations (specifically Cash Applications, Royalties, Collections, and AP) would remain business as usual after close of the sale. Also led in-depth assessment of the Procure-to-Pay process: documented current state PTP process, drafted new PTP Policies and Procedures, and provided recommendations for the end-state process