Key Clients

North American Auto Parts Retailer

Core Merchandising Lead for merchandising suite needs assessment, “to be” process design and replacement selection evaluation
Business lead for integration design decisions around critical issues impacting Finance & Accounting in the areas of Sales Audit, 3-Way Match, & Subledger/Inventory Costing w/ LIFO implications
Coordinated initial System Implementer (SI) on-boarding and orchestrated pressure testing of proposed project road map with Merchandising, other intersecting functional departments, IT, EA, QMO & PMO
Developed underlying data design enabling vendor & item record transformation from multiple legacy systems while supporting deployment of new domestic & import purchasing management
Business and UAT lead for multiple subsequent wave migrations to BY’s PMM

US Division of a Post-Merged International Grocery Retailer

Co-led implementation of Revionics' base pricing application & simultaneous business transformation from centralized pricing to banner-based
Served as Revionics training lead across all banners
Created & executed intensive "merchandising & pricing 101" course for scores of new hires

Large Regional Grocery Channel Retailer

Business lead for the implementation of a new Master Data Management system and the development and implementation of a Merchandising Data Governance structure & process
Business process-to-tools integration of companies’ merger of one banner’s merchandising operations into the other’s
Developed Merchandising & Pricing business management infrastructure and cross-silo communication forums to deploy direction-changing initiatives enacted by newly appointed CEO

National Pet Channel Retailer

Consultant to the Business Lead for implementing a state of the art promotional forecasting & optimization tool
Led gap assessment and business change management sessions for system integration & implementation

Large National Sales & Marketing Firm

Business process architect for retail execution services management system
Subject Matter Expert for retail execution and service order management & billing activities
Planned and managed software deployment and national conversion
Led and coordinated business change management
Directly supported program and project management

Large National Dollar Channel Retailer

Led the track responsible for the adoption & implementation of category management
Co-led the development of company's annual merchandising & marketing strategic planning
Developed and implemented tools for conducting assessments, and strategy & tactical planning
Supported customer segmentation and store clustering & format planning
Co-led the integration of space management tools with replenishment systems
Worked directly with other consultants engaged by the client

Large National Consumer Electronics Retailer

Subject Matter Expert for Accounting-to-Merchandising interfaces involved in Oracle upgrade
Co-led inventory management track for Oracle Retail upgrade
Led business process change in Accounting and Promotions Management areas
Identified process and reporting gaps between current state and standard RMS processing
Developed functional requirements and supplemental desk-top solutions
Worked directly with the client's contracted integrators

Global Food Retailer

Merchandising segment project manager & lead business architect in enterprise system replacement
Compared and contrasted internal designs against best of breed commercial offerings
Led detailed assessments across assortment planning, pricing management, promotions management space planning and purchase order management activities
Balanced needs of US, western Europe and eastern Europe divisions

Regional Food Retailer

Business process architect for implementing pricing and promotion management & optimization tools
Identified and led the change in business activities and management control points
Coordinated the learnings and helped transfer practices to client's affiliated companies

National Outdoor Sports & Recreation Retailer

Subject Matter Expert for Accounting-to-Merchandising interfaces for Oracle Retail upgrade
Worked with Accounting Management regarding inventory costing and promotional funding issues

National Arts and Crafts Retailer

Subject Matter Expert for Accounting-to-Merchandising interfaces for Oracle Retail upgrade
Identified potential inventory valuation issues between current state and new Oracle processing options

Growing State-Wide Grocery Retailer

Developed and formalized a new CPI-based pricing strategy and strategy management process

Local Faith-Based Youth Camp

National Pet Policy & Research Organization

Local Disability Support Organization

National Health Research Organization