| # | Service | Description |
| 1 | Assessment | Overall program director for
procurement transformation for a $26B electric utility. Five workstreams with
total of eight staff included: governance, staff competency evaluation,
change readiness assessment, Strategic Sourcing training and process/tool development RESULT: Senior leadership approved recommendations for $7M+ in operations / maintenance and $30M+ in capital savings |
| 2 | Assessment | Directed US-based efforts of a
global procurement assessment for a $2B+ food service operator. Assessment
focused on procurement organizational structure, process redesign, technology
infrastructure, and supplier relationship management controls RESULT: $30M+ in annual run-rate savings identified |
| 3 | Assessment | Sold and directed procurement
workstream of pre-transaction close “clean-room” efforts for $20B+ insurance
industry merger for temp labor, marketing and commercial print, express mail,
furniture and records retention and shredding categories RESULT: $45M in annual run-rate savings identified |
| 4 | Assessment | Executed end-to-end supply chain
strategy assessment of terminal equipment for an $8B+ wireless telecom
carrier RESULT: Approval received from supply chain leadership to proceed to implementation to capture $20M+ in identified savings |
| 5 | Assessment | Devised method to quantify the
value (tangible and intangible) of a day within the supply chain
order-to-deliver cycle-time RESULT: Business case were confirmed by financial management and used as basis for future supply chain investments |
| 6 | Business Development | Developed multiple service
offerings related to spend analysis, strategic sourcing, contract management,
procure-to-pay optimization and supplier management. Created partnership with
world-class eProcurement software provider RESULT: Augmented client service offerings with industry leading procurement strategy and process capabilities, including a formal methodology, maturity model, sales tools and delivery templates, supported by technology enablement |
| 7 | Business Development | Led cross-functional teams to
develop new service offerings (strategy, process, IS/IT, outsourcing) for
$22B+ Systems integrator RESULT: Three new offerings rolled out to sales organizations for Innovative Maintenance (targeting Oil & Gas Industry); Shared Services governance (leveraging automation); Field-Service optimization (targeting Telecommunications and Energy industries) |
| 8 | Business Development | Part of a global team evaluating
the market potential for starting a telecom infrastructure equity fund for
Australia’s largest asset manager RESULT: Client accepted detailed market analyses and recommendation to discontinue development |
| 9 | Business Development | Management team member
responsible for planning and creating alliance with leading ERP software
provider RESULT: Full development and deployment of strategic alliance for both internal and new partner’s organizations, including key sponsor ship at global sales conferences, with integrated service branding, supporting marketing collateral, educational materials, and revised sales incentives to promote new combined service offering |
| 10 | Business Development | Led analysis of existing
wireless and wired telecom, cable service offerings, market potential and
financial requirements to develop new service and access offerings for $28B+
South American telecom carrier RESULT: Recommended four specific new offerings specifically for small and medium sized business customers, including ecosystem analysis |
| 11 | Business Development | Managed marketing and sales
activities for mid-market B2B eProcurement outsourcing start-up RESULT: Supported numerous business development efforts as functional subject matter specialist during sales cycle |
| 12 | Change Management | Led planning and participated in
3-day senior executive transformation workshop for a $1B+ North American
industrial manufacturer immediately prior to functional blue-printing for
implementation of a new ERP package and Engineering Design package RESULT: Alignment across all functional leaders with over 100+ documented business rules to provide governance structure for multi-year implementation |
| 13 | Contract Management | Team leader of contract
compliance and Ariba conversion effort for $5B hospitality enterprise with
30+ US properties RESULT: Core team of 3 plus extended team of 10 completed contract analyses, evaluated and loaded $10M+ facilities supply agreements into contract management system |
| 14 | Distribution | Managed the assessment of
distribution center operations and technical architecture for a $500 million
consumer products company during their outsourcing conversion RESULT: Identified root cause of warehouse operational challenges through detailed process analysis - corrective measures approved and implemented |
| 15 | Distribution | Devised alternative distribution
network strategy and supporting business case for the conversion from a
regional to a national supply chain of a Fortune 500 wireless carrier.
Managed the integration of five regional supply chains into one national
distribution operation RESULT: $25M+ in facility and operating expense reductions successfully implemented in same fiscal year |
| 16 | Distribution | Piloted the successful
outsourcing of EDI procurement, inventory management and order fulfillment
for an emerging wireless carrier RESULT: Rigorous analyses accepted by supply chain leadership and $150M+ third-party logistics program launched |
| 17 | Distribution | Designed/implemented new risk
management processes for a $3M limited supply logistics project, with an
additional $750,000 module to redesign systems for a $9.8B food company with
2,000+ distribution points RESULT: $400M projected revenue increase from better matching supply to demand |
| 18 | Field installation | Planned, created, and piloted
decentralized B2B eProcurement program for electronic maintenance, repair and
operations (MRO) to support field installation teams of the North American
operations of an $11B+ global high-tech manufacturer RESULT: Customer service levels met with new supply chain model with incremental costs offset by increase in field service productivity |
| 19 | Finance / Accounting | Documented average cost savings
per project of $687,000 in labor, operating, equipment and material cost
savings. Launched innovative
outsourcing initiatives, reengineered complex logistics management programs,
benchmarked core business operations, and introduced sophisticated decision
support systems RESULT: Annual Report used internally for budgeting and externally for marketing |
| 20 | Organizational Design | Led supply chain organizational
skills and capabilities assessment for a 300+ location, privately held quick
service restaurant chain RESULT: Senior executive approval of new organization structure and transition plan that included three net new supply chain management roles |
| 21 | Organizational Design | Led business case development
and organization design of a centralized procurement group for a $5B+
hospitality enterprise with 30+ US properties RESULT: Secured $4M in funding for over 30 incremental category management and infrastructure staff. Also crafted job descriptions and drove recruiting, selection and on-boarding efforts |
| 22 | Organizational Design | Part of team supporting business
unit and market rationalization effort to reduce 25,000 staff within 90 days,
for a $20B+ telecom infrastructure manufacturer that had lost 90% of its
market capitalization RESULT: Achieved goal on time and within budget of identifying 4,500+ staff in Sales & Marketing area |
| 23 | Outsourcing | Sold and directed three
workstreams for the procurement transformation of a $350M outsourcing project
for a $3B+ utility. Workstreams included process redesign, implementation of
eProcurement tools and strategic sourcing of IT, business equipment, travel,
call center services and leased vehicle categories RESULT: $20M in annual run-rate savings negotiated |
| 24 | Outsourcing | Conducted market and
capabilities analysis for a $20B+ retail chain considering expansion into
third party logistics RESULT: Secured approval to develop detailed business plan |
| 25 | Post-Merger Integration | Led organizational redesign and
policy / governance work stream for the Procure-to-Pay strategy of a 1,000+
store convenience store chain RESULT: Future state organization design, role descriptions, policies and processes deployed. In addition, new post-merger integration playbook adopted by Procurement and Financial leadership |
| 26 | Post-Merger Integration | Directed financial planning,
accounting and reporting functions for a $48M business unit RESULT: Established critical performance measures for 15 regional controllers of a $700M region, including vendor performance, customer profitability, cost reduction and product margin |
| 27 | Post-Merger Integration | Part of a dedicated Post-Merger
Integration team for a large US-based manufacturer, that acquired 15+
regional distributors as part of their vertical expansion strategy.
Responsible for complete integration of supply chain and financial business
functions RESULT: Successfully completed accelerated integrations, accounting for over $500M in business. Subsequently, completed the rationalization (dis-integration) of one facility with overlapping territories |
| 28 | Process Redesign | Led sales order document
retention policy evaluation and software selection of a document management
application for a $7B+ industrial manufacturer RESULT: Recommendations for policy changes and software vendor selection and architecture accepted by senior leadership |
| 29 | Process Redesign | Led customer sales contract work
stream for the Order-to-Cash transformation of a $7B+ industrial manufacturer
RESULT: Recommendations for governance, and automation accepted by legal counsel. Subsequently supported Contract Lifecycle Management software evaluation, analysis and selection |
| 30 | Process Redesign | Completed process redesign and
governance structure for the Category Management group of a $4B+ global
industrial manufacturer RESULT: Over 200+ staff trained on new Sourcing and Procurement stage gate process |
| 31 | Process Redesign | Completed detailed assessment of
direct material sourcing / procurement organization for a North American
industrial equipment manufacturer RESULT: $19M (5%) in annual savings identified through strategic, process, technology, and change management improvement recommendations |
| 32 | Process Redesign | Provided business process
support during implementation of PeopleSoft HR RESULT: Completed configuration and testing tasks related to HRIS reporting requirements on time and within budget |
| 33 | Process Redesign | Provided business process
support during implementation of SAP/HR RESULT: Completed configuration and testing tasks related to HRIS reporting requirements on time and within budget |
| 34 | Process Redesign | Provided business process
support during implementation of SAP/PP RESULT: Completed configuration and testing tasks related to procurement requirements on time and within budget |
| 35 | Process Redesign | Directed 48-person group in the
planning and implementation of process improvement and quality programs to
key corporate accounts. Developed cost structure, created forecasting model
to simulate personnel demand and established sales quotas for a national
business group. Managed a $6.5M annual operating budget RESULT: In consulting roles, successfully delivered operational-improvement consulting engagements in the provider market with client approved case studies used in marketing |
| 36 | Process Redesign | Successfully completed 10 major
consulting projects nationwide with focus on reengineering, process
improvement and change management.
Clients included Duke University Medical Center, Kaiser Permanente,
UniHealth, and other large investor-owned and privately held hospitals RESULT: Projects completed on-time and within budget |
| 37 | Process Redesign | Developed expertise in the
design/delivery of advanced technologies, strategic planning models,
sophisticated financial analyses and competitive marketing strategies.
Completed engagements in the manufacturing, utility, banking, transportation
and defense industries. Clients
included Chicago World's Fair Authority, a metropolitan art museum, consumer
products manufacturer, utility provider, banking, transportation and
defense RESULT: All Projects completed on-time and within budget |
| 38 | Procurement / Sourcing | Interim Category Manager for a
$5B food manufacturer, responsible for leading implementation and driving
compliance of newly negotiated supply agreements. Categories included:
Indirect Packaging, MRO, Uniforms, and Adhesives RESULT: 25 plants converted 90%+ of spend to preferred suppliers - delivering $9M+ in documented annual savings |
| 39 | Procurement / Sourcing | Led strategic sourcing effort of
$49M+ in multiple indirect categories for a $1B+ North American waste
management firm. Categories included Temp Labor, MRO, Telecom and Engineering
Services RESULT: $6M (12%) in annual run-rate savings identified through formal demand management and supply base consolidation process |
| 40 | Procurement / Sourcing | Led strategic sourcing effort
for $40m in direct materials for a $1B+ pulp & paper equipment
manufacturer RESULT: Full tendering process yielded annual savings of $600K |
| 41 | Procurement / Sourcing | Led strategic sourcing effort of
$10M+ in temp labor for a $14B+ North American retailer RESULT: $1M (9%) in annual run-rate savings from optimizing usage and competitive tendering process |
| 42 | Procurement / Sourcing | Managed a
team of 4 in strategic sourcing effort of $120M+ in industrial chemicals for
a $20B+ American mining business RESULT: $5M+ (4%) in annual run-rate savings identified through full tendering process and operational improvements |
| 43 | Procurement / Sourcing | Managed team of 3 to deliver an
operational review and rapid sourcing of $50M+ in direct goods and services
for a $70M Australian mining business RESULT: $1.9M (4%) in annual run-rate savings identified through process improvement and renegotiation of incumbent supplier pricing |
| 44 | Procurement / Sourcing | Led strategic sourcing effort of
$10M+ in Maintenance Repair and Operations (MRO) goods for a $500M consumer
products manufacturer RESULT: $1.2M (12%) in annual run-rate savings identified through formal RFP and negotiations process |
| 45 | Procurement / Sourcing | Led strategic sourcing effort of
$100M+ in facilities management services for the North American region of a
global telecom equipment manufacturer RESULT: $12M (12%) in annual run-rate savings identified through demand management and supply-base consolidation of Tier-2 service providers |
| 46 | Procurement / Sourcing | Led strategic sourcing effort of
$5M in IT Hardware for the North American region of a global transportation
firm RESULT: $3M (50%+) in annual run-rate savings negotiated using specification rationalization and electronic auction |
| 47 | Procurement / Sourcing | Managed a team of 6 category
managers in a strategic sourcing effort of $900M in IT hardware/software and
telecom equipment and services for a large government agency RESULT: $90M+ (10%+) in annual run-rate savings |
| 48 | Procurement / Sourcing | Led strategic sourcing effort of
$30M+ in environmental services for the US region of a large government
agency RESULT: $4M (13%+) in annual run-rate savings identified for future contracting through demand management and supply base consolidation |
| 49 | Procurement / Sourcing | Directed strategic sourcing
effort of $25M+ in facilities management services for a 600+ store retail
grocer. RESULT: $2.8M (10%+) in annual run-rate savings negotiated with two incumbent and one new regional service provider. |
| 50 | Procurement / Sourcing | Managed strategic sourcing
negotiation and implementation for a big-3 automobile manufacturer as part of
their indirect material procurement outsourcing initiative including material
handling equipment, lumber and building construction categories RESULT: $5M+ in annual run-rate savings achieved through formal strategic sourcing process |
| 51 | Procurement / Sourcing | Developed and implemented vendor
and customer reporting metrics / KPI's for procure-to-pay processes of
procurement outsourcing operations RESULT: Established accountability for order discrepancies and fulfillment performance relative to committed service level standards |
| 52 | Procurement / Sourcing | Negotiated contingent labor
contract covering $54M in annual spend and 1,400+ subcontractors across 20
European and Asian countries for a $15B+ Systems Integrator RESULT: First year savings of $5.7M (10%) achieved plus significant risk management through favorable legal terms and conditions |
| 53 | Procurement / Sourcing | Developed strategic approach and
led $15B+ technical services firm through formal sourcing process for
contingent labor in Americas. RESULT: Structured RFI issued to ten global suppliers – results of tender not yet finalized |
| 54 | Procurement / Sourcing | Managed strategic sourcing of
wireless categories for a $1B European telecom provider RESULT: 1st wave of categories yielded $25M+ in annual operating expense reductions |
| 55 | Procurement / Sourcing | Directed multiple work-streams
for the strategic sourcing effort of a $7B local and wireless carrier.
Categories included terminal equipment, copper wire and cable, fiber-optic
cable, and accessories RESULT: $90M+ in annual run-rate savings from formal strategic sourcing process |
| 56 | Program Management | Interim Procurement Manager for
$15B+ electric utility responsible to close 1000+ POs ($40M+) for 3 major
field service suppliers RESULT: Weekly supplier management reporting and facilitated client/vendor meetings successfully closed 30%+ of open POs |
| 57 | Program Management | Program Manager for Procurement
work stream of a multi-year supply chain transformation, for a North American
private label food manufacturer. Direct liaison between HQ and plants in US
and Canada, facilitating initial supplier conversion and ongoing contract
management RESULT: Year 1 documented savings of $10M and Year 2 documented savings of $7M from purchase price variance and operational continuous improvement efforts |
| 58 | Program Management | Project director for strategic
sourcing and implementation effort of $70M+ in goods and services for a
regional, employee-owned utility RESULT: $7M (10%) in annual run-rate savings identified through structured category management methodology |
| 59 | Program Management | Managed integrated team of seven
consultants, clients and vendor to implement and deploy a global ISP-based
eCatalog of IT hardware / software of standard configurations for a $20B+
technology services firm RESULT: 50+ vendor catalogs representing $700M+ in annual spend loaded |
| 60 | Program Management | Led detailed project management
of field installation of 100 cellular towers in 100 days in preparation for
the 1996 Summer Olympic games for telecom infrastructure manufacturer RESULT: Successful on-time customer acceptance to meet customer commitment |
| 61 | Reverse Logistics | Part of a team assessing returns
processes for a $3B wireless service provider, to build business case for
optimizing service levels of all returned terminal devices RESULT: Business case approved by senior leadership for cash flow neutral restructuring of reverse logistics processing for all customer segments and sales channels |
| 62 | Reverse Logistics | Negotiated engagement and
directed 10-person team to streamline consumer return supply chain for a 20M+
subscriber wireless carrier RESULT: Rigorous process redesign yielded $30M+ in identified annual savings |
| 63 | SKU Rationalization | Conducted a product-line
rationalization study to identify areas for inventory reduction at a $3.6B
consumer products corporation with 60,000 SKUs RESULT: $9M+ in first-year cost savings identified from formal process redesign |
| 64 | Strategic Alliance | Appointed to Management Task
Force leading the design and nationwide implementation of financial controls
and processes for a cooperative venture with Baxter Healthcare RESULT: Project delivered first year sales of more than $30 million |
| 65 | Supply & Demand Planning (S&OP) | Managed implementation of new
Sales & Operations Planning (S&OP) processes to improve supply
planning for North American operations of an $11B+ global high-tech
manufacturer RESULT: 20% improvement in forecast accuracy from new process, incorporating external market data |
| 66 | Supply & Demand Planning (S&OP) | Piloted a market
intelligence-based demand planning tool to validate demand forecasts for
North American operations of an $11B+ global high-tech manufacturer RESULT: 70% improvement in forecast accuracy in North America – New process was subsequently deployed to Europe and South America |
| 67 | Supply Chain Network Design | Led competitive benchmarking
analysis as part of distribution network design for a $25B+ mobile handset
manufacturer RESULT: Recommended relocation to maximize service levels and minimize operating expenses - client currently executing recommended actions |
| 68 | Supply Chain Risk Management | Completed risk assessment of
end-to-end supply chain for a $20M+ industrial manufacturer. Scope included
product design, project engineering, sourcing/contracting, manufacturing,
transportation, installation, and service and repair. RESULT: Identified moderate to serious risk areas. For each, crafted mitigating strategies and recovery/contingency plans which were subsequently implemented |
| 69 | Training | Developed program materials and
co-facilitated week-long training workshop on Strategic Sourcing for a $2B
UK-based industrial manufacturer RESULT: 20+ sourcing staff trained - received participant satisfaction scores of 9.3 of 10 |
| 70 | Training | Developed and co-facilitated
management workshop on best practices and industry trends in procurement for
a 2,500+ store North American retail chain RESULT: Collaborated with 24 client sourcing managers and director to create short-list of actionable imperatives aligned with mission / vision and annual strategic objectives |
| 71 | Training | Updated training materials and
led four week-long procurement training sessions for a $5B+ Midwest energy
provider RESULT: 20 Sourcing and 20 Purchasing staff trained – receiving participant satisfaction scores of 9.2 of 10 |
| 72 | Training | Interim Director of Purchasing
for a $500M+ North American ship builder for nine months. Responsibilities
included managing strategic sourcing, supply risk management, spend analysis,
supplier claims, process and organizational design, and interviewing/on-boarding
permanent hire RESULT: Managed staff of 20+ to secure $10M+ in annual run-rate savings from direct material and services. In addition, $100K+ in vendor claims were recovered |
| 73 | Training | Co-delivered three week-long
Strategic Sourcing training courses in Scotland, Norway and Houston, for a
$4B+, global industrial manufacturer RESULT: 37 international procurement professionals received corporate certificates of completion. Satisfaction survey results of 9.4 of 10 from attendees |
| 74 | Transportation | Managed assessment of US freight
transportation for the North American operations of an $11B+ global high-tech
manufacturer RESULT: Identified root causes in gaps in visibility of in-transit inventory leading to service level failures and implemented corrective measures |
Hallberg Management Consulting, LLC
Significant expertise across functional areas of the end-to-end supply chain