Category / Business Analyst / Organizer / Writer

Review and develop Statements of Work, RFPs, Pro Forma, Operations Analysis, Product pricing

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  • VA Funding Application

    for Wudang Research Association VA Funding Application I had been working on some updates to a client's web site. He provided "Horses for Vets." He asked me if I knew about the VA Grant program that could help support his charity. As I looked at what the program was intended to support, he was clearly…
  • Financial Tracking Database with Analytics

    Builder Reporting and Analysis Tools The software is designed as a BI management tool, not a comprehensive project management system. It won’t replace Quick Books or MS Project. It can replace all those Excel spreadsheets that keep track of pipelines and projects. Estimates Select a customer and define the elements for a job, including dates…
  • Global Trade: Food and Wine

    for Straw Hat Trading Company, LLC Global trade in wines and specialty food products was trending up in 2012. The demand for European and American wines in China was high. Canadian and Australian wines were at the top of Chinese buyer's lists. Market timing seemed good. The company partners began preparations for an initial product…
  • China Trade: Healthcare

    for the United States Trade Development Agency The US Trade and Development Agency requested bids for a definitional mission to investigate possible ICT funding opportunities in China. The focus on information and healthcare technologies was intended to discover local, regional and national opportunities to advance medical care. USTDA withdrew the request. The project was not…
  • Cloud Services Portal

    for Our Global Office Our Global Office was an early hosted SharePoint solution. The Australian company behind it, Sensory7, had been implementing SharePoint for their customers. They wanted to produce a suite of customized SharePoint solutions that would enhance their offerings. Each SharePoint solution was designed as a jump-start for a particular business need. The…
  • Applicant Evaluation Module

    for Tech Hero The national franchisor for the Tech Hero brand wanted to conduct a preliminary evaluation and provide training for new franchisees. The program needed to include an overview of the franchise, general operations, and general business practices. Equally, they wanted the solution to provide tools to help regional directors identify any targeted coaching…
  • Customer Service Details

    for Tech Hero Consistent customer service is critical for building a national brand. Some variations are normal and desirable to accommodate regional and specific customer preferences. But these should always be minor variations. A customer at one location should be able to expect and receive the same service at any other location. The franchise brand…
  • MediaWiki Portal

    for EA Tiburon The development teams at EA needed a dynamic project management portal to match their environment and help promote the exchange of knowledge among team members and among teams. A Wiki could provide the basic capabilities. They needed to establish an appropriate framework. It had to match their corporate standards, adhere to the defined…
  • Remainders Workflow

    for Office Depot Managing the remainders process in a retail environment is essential for inventory management. Markdowns are scheduled and executed in each store. Corresponding order and accounting activities must occur. The incoming VP of Inventory Management had been asked to work on eliminating remainders write offs. His team had been using the same sets…
  • Six Sigma and SOPs

    for Office Depot The Inventory Management group had implemented a new Oracle Retek system. The existing inventory management, ordering, and stock level procedures had to be updated to match the options in the new software. The new procedures did not match the old ones. The software had different modules and the best-practices for how to…