Umbrex is pleased to welcome Samantha O’Neill. Samantha is an independent consultant with expertise in Marketing, Digital strategy and Customer Experience. She was most recently the Chief Marketing Officer for Sun Life Canada where she ran a broad portfolio including Marketing, Customer strategy, the Digital properties (from the strategy through development), and the newly built […]
Umbrex is pleased to welcome Andrew Lodge. Andrew has been an independent consultant for a year working in financial services. He was an Associate Principal at McKinsey in London, a Head of Division in financial stability at the Bank of England and a senior policy adviser at HM Treasury in the United Kingdom. Andrew has […]
Umbrex is pleased to welcome John Long with Satoe Solutions. Jack Long was a consultant at McKinsey focusing on leadership development, organizational transformation, and strategic planning. Following that he as an executive at IDEMIA where he lead integration and transformation, strategic planning, and value creation efforts. Prior to McKinsey, he was an Innovation Fellow at […]
Umbrex is pleased to welcome Seth Townsend with Tonisgah Group. Seth spent 5 years at McKinsey as part of the Healthcare practice, leading efforts across sales growth, pricing, operations, due diligence, M&A, and corporate strategy for companies in the pharmaceuticals, medical devices, and healthcare industry. Following his time at McKinsey, Seth worked at Novartis where […]
Priyanka Ghosh shares a case study for services provided to a family-owned European industrial manufacturer that was struggling with leadership issues. In the course of driving a growth program for a family-owned European industrial manufacturer, it quickly became clear that the dysfunctional leadership team was a bottleneck to progress. Although the team was composed […]
Umbrex is pleased to welcome Thomas Steiner with Steiner Advisory. Tom Steiner combines eight years as a leader in industry with four years of consulting experience, at McKinsey and as an independent. He has served in roles including Sr. Director, Corporate Strategy; Head of Supply Chain; and in various hands-on operational positions where he has […]
Umbrex is pleased to welcome Steve Rooks. Steve Rooks has spent the last 25 years driving value creation across many different industries as a private equity portfolio advisor to TorQuest Partners, AMP Capital, Ontario Teachers’ Pension Plan (OTPP), Sun Capital and TPG Capital, an executive at Avaya and Bell Canada, and a management consultant at […]
Umbrex is pleased to welcome Brenna Rauw with Vulpine Strategies. Brendan Rauw was a project leader at BCG in the private equity and healthcare practices, and spent ten years after BCG leading technology commercialization for universities. Brendan has particular expertise in intellectual property, licensing, and entrepreneurship in the life sciences. Brendan lives in Portland, OR, […]
Umbrex is pleased to welcome Adrian Blake with Portrane House. Adrian spent five years as a digital specialist at Partners in Performance, focusing on using digital tools to drive Operational Improvement. Prior to PiP, Adrian led the Advertising Business Group of DTN in its turnaround for private equity investors, including serving as Publisher of The Progressive Farmer, the […]
A client asked for some advice on reducing accounts receivables balances, and as a problem-solving tool for his team, I put together the above checklist (download here), mostly based on my own experience of collecting on invoices over the past 11 years.
When kicking off a project, particularly one that involves a broad set of stakeholders, you’ve probably created one-page initiative charters. You can download a PPT of the above version here.
Here is a sample proposal template that I’ve successfully used to win dozens of projects. You can download a Word version here. A friend sent this template to me 11 years ago and it has served me well. Sometimes, a project needs a horizontal PPT-style proposal that takes a lot more work. Knocking out a proposal […]
