Strategy Driven

JULY 5, 2024

Case Studies: Real-World Applications Risk Management and Portfolio Optimization: Using advanced data analytics, a family office identified correlations between macroeconomic indicators and asset prices. This enabled the office to offer personalized investment advice, anticipate client needs, and enhance client satisfaction.

ROI 83

ROI Real Estate Trends CRM 83

Harvard Business Review

MAY 16, 2017

Collaborated with University Facilities, Safety & Risk, Risk Manager; ServPro; and Insurance Adjuster to plan and execute clean-up and equipment replacement. Built systems — financial, HR, CRM, PM — to ensure orderly expansion from ten to 150 employees and one U.S.

COO 15

COO Chief Operating Officer Transportation Real Estate 15

Harvard Business Review

DECEMBER 26, 2017

Think, for example, of the internal audit or occupational safety functions in general, or the risk management function in banks, as the Basel III regulatory framework stipulates that this function should be “under the direction of a chief risk officer (CRO), with sufficient stature, independence, resources and access to the board.”

Decentralization 8

Decentralization Efficiency Mintzberg Operations 8

Harvard Business Review

FEBRUARY 8, 2016

A San Francisco-based business services company noted shortcomings in the traditional reengineered approach to its sales and marketing process, in which Customer Relationship Management (CRM) databases were scoured for potential leads using relatively static algorithms.

Process 8

Process Company Market Segmentation Early Adopters 8

Harvard Business Review

AUGUST 5, 2015

The typical funnel starts with a marketing-generated lead for a “suspect” that, after qualification, becomes a “prospect,” and then a customer through steps that are measured and managed. In each step, sales people are expected to perform a series of tasks, usually sequentially, in order to close.

B2B 8

B2B AIDA AIDAS Disintermediation 8