Consulting Projects

Consulting Projects

Recent

360° IT Assessment & Interim Senior Technologist

  • $100MM Not-for-Profit, 10-15 person IT staff
  • Informed executive staff of current state and documented business stakeholders desired future state
  • Comprehensive management responsibility for the company's IT staff for 7 months while recruiting permanent hire.

IT Governance

  • $100-120 MM Organization
  • Interviewed executive staff,  business, and IT department heads
  • Crafted plan to matching governance principles, communication tiers, decision criteria, and processes
  • Guided creation of IT portfolio/roadmap
  • Guided implementation and initial 6 months of exectuion

Publishing Services Workflow System with Client Portal

  • Requirements gathered with primary stakeholders
    • Keys:  Client use experience - uploading projects, status, downloading resultant files;  internal workflow generation (drag & drop, graphical), content component classification and management, resource management
  • Definition documented including core functionality and 24 use cases
  • Design: Functional, active wireframe in UxPin, Look & Feel in Adobe Illustrator
  • Implementation:  Architecture design, framework selection, implementation team assembled (US & India based).  Built on Atlassian JIRA, JIRA Portfolio server, Nuxeo (advanced document management) and Java custom UI with REST API.
  • Deployed:  Amazon Web Services

Donor Management System

  • Requirements gathered with primary stakeholders and socialized with secondary stakeholders
    • Keys:  Team Peer-to-Peer donations, landing page donation integration, individual, household, corporate, corporate foundation, institutional foundation and family foundation tracking, soft and hard credit tracking, restricted/unrestricted funds tracking, designation/attribution tracking, donation and compliance processing, segmented physical and email management, personal contact tracking, and reporting
  • Case accumulated and presented to organization's IT Governance board, approved by IT Governance Executive Committee
  • Vendor selection RFI/RFP
  • Systems Analyzed:  Abila Millennium, Active Network, Blackbaud, Classy, Clearview CRM, DonorPerfect, Eprisa, DonorPro, eDirectory, Eventbrite, Salsa, StratusLIVE
  • System Selection
  • Implementation:  Change management (user training), email, landing page and customer data migration from Blackbaud Luminate, recurring donor credentials payment platform migration

eCommerce System Replatform

  • Book, eBook and associated products Magento eCommerce Site with 16K+ Titles and $80MM inventory control
  • Requirements gathered with primary stakeholders, approved by executive staff
    • Keys:  Exit edited core system, ensure new system maintains best-practice extension and enhancement, minimize disruption to current operations during transition
  • Definition, architect custom customer attributes to support substantial client required specifics, architect customer product attributes to support Book and eBook sales in alignment with industry best practice (Onix), RFI/RFP, vendor selection
  • Expanded with  inventory and book distribution management
  • System: Magento Enterprise

Marketing Automation and Email Management System

  • Requirements gathered with primary stakeholders and socialized with secondary stakeholders
    • Keys:  Replace Constant Contact and manual/spreadsheet processes, demonstrable scale, straight forward segmentation/list building, campaign tracking (Google Analytics UTM Compliant), integration with downstream/action systems for effect measurement; journey, drip and A/B testing campaigns, contact lead scoring, reporting.
  • Case accumulated and presented to organization's IT Governance board, approved by IT Governance Executive Committee
  • Vendor selection RFI/RFP
  • System Analyzed:  Act-On, AutoPilotHQ, Bronto, Emma, Hubspot, iContact, Litmus, Mailchimp, Right-On Interactive, Salesforce Exact Target, Salesforce Marketing Cloud, Marketo, Salesforce Pardot
  • System Selection:  Salesforce Pardot
  • Implementation:  Change management (user training), email, landing page and customer data migration from Constant Contact, eCommerce and home-grown system, self-managed email server warm-up

Enterprise Data Repository

  • Requirements gathered with primary stakeholders and socialized with secondary stakeholders
    • Keys:  scalability, connectivity, malleability, reporting, analytics, business intelligence
  • Case accumulated and presented to organization's IT Governance board, approved by IT Governance Executive Committee
  • Vendor selection RFI/RFP
  • Systems Analyzed:  AgilePoint, Appian, Mendix, Microsoft CRM, NetSuite, OutSystems, Salesforce
  • System Selection:  Salesforce
  • Implementation:  Configuration and deployment with integrations to existing/newly deploying systems

Custom User Registration System

  • Requirements gathered with primary stakeholders, approved by executive staff
    • Keys:  Redesign pipeline flow to increase completion, put in place pipeline states to enable enriched marketing save campaigns, automatic and manual permissions granting, audit data gathering, flexible marketing enrichment system, support for U.S., Canada and Global registration paths.
  • Definition, flow design, wireframe user experience, RFI/RFP, vendor selection, implementation and customer data migration from home-grown SQL system
  • System: Magento Enterprise Extension

Senior Management Technologist to Executive Coaching

  • Successful senior manager transitioning to executive role
  • Interviewed executive stakeholders and subject
  • Crafted mutually agreed plan with 6-9 month execution horizon
  • Managed execution accountability

Additional Select Projects

360° IT Assessment

  • 100-120MM not for profit, see details in Recent Projects above
  • Religious publisher; $5-6MM, 3 person IT staff,  total 10 interviews
  • $1B media company, 15-20 IT staff, total 45 interviews

IT Governance

  • $100MM not for profit, details in Recent Projects above
  • $1B media company, 15-20 IT staff, total 45 interviews
  • $450MM media company, 10-15 IT staff, total 38 interviews

Product Marketing

  • $1B media company, interviewed key stakeholders, gathered requirements, structured optimal product marketing organization, proposed  implementation plan including transition from current structure to optimal structure, crafted board of directors presentation, socialized solution.
  • $30MM publishing services technology company interviewed key stakeholders, gathered requirements, structured optimal product marketing organization, proposed implementation plan including transition from current structure to optimal structure, presented to executive staff, socialized solution.
  • Publishing technology startup, executed product management of connector between content management systems and MarkLogic server to facilitate discovery of unstructured content.

Coaching

Publishing System Design

  • $100MM publishing services house, workflow and client portal, see details in Recent Projects above
  • $1B media company, recipe management system including author tracking, test kitchen and photo studio management with ingredient gathering, XML storage, and utilization tracking;
  • State Government entity, 20MM+  journal article ingest, repository, discovery and display system
  • Worldcolor Press/QuadGraphics’ designed and implemented Custom Publishing Platform: multi-tenant, XML based book and magazine mash-up tool built on Mark LogicServer with Java stack, XSLT, FO, FOP, DocBook, PRISM, XQuery, MySQL, LAMP.

System Design and Replatforming

  • $100-120MM not for profit, see details in Recent Projects above
  • OpenEbook Initiative initiated for FirstBook.org
  • Designed Follett Software Company’s Digital Platform – XML content management system including HTML5 digital reader; user collaboration and community, eCommerce content sale; personal, class and library bookshelf; offering architecture; conversion; Adobe ACS4 integration; reporting and tracking.
  • Connected MIT Press, Rodale, Royal Society of Chemistry, Society of Architectural Historians, and University of Virginia Press's content management display systems to MarkLogic server and EVN's Drupal connector.

Marketing Management Systems

  • $100-120MM not for profit, see details in Recent Projects above
  • $1B media company, requirements gathering, RFP crafted, RFP process managed, scorecard created and executed, system selection (Axciom) and contract negotiation.
    • Systems Evaluated: Axciom, Adobe, CDS, DataMentors, IBM, KnowledgeMarketing, Merkle, RedPoint, SAS

Data Migration

  • State Government Agency, 20MM+ journal articles from proprietary solution to Oracle NoSQL/SQL solution
  • $100-120MM not for profit customer contacts, registration data, donation data, order data, see details in Recent Projects section above
  • $10MM University press science journal content to MarkLogic server
  • $1B media company: customer contact and transaction records from proprietary system to Axiom

Select Recruitment

Senior Technologist

  • CTO, CIO, SVP Technology, VP Technology
  • Education Technology, Not For Profit, Publishing, Publishing Services
  • 9 placements

Senior P&L Holder

  • CEO, General Manager, Executive Director
  • Education Technology, Publishing Services, Publishing
  • 11 placements

Product Marketing

  • SVP, VP, Director
  • Education Technology, Publishing Services
  • 7 placements

Business Development

  • SVP, VP
  • Education Technology, Publishing Services
  • 5 placements

While the nature of executive search requires client anonymity, excellent references are available upon request for specific searches.

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“The 360° IT Assessment really illuminated where we needed to take that department and the senior technologist’s role. It was key in our successful CTO hire.”

- Howard Halligan, COO, Reader's Digest Brands

"If you can't explain it simply, you don't understand it well enough."

- Albert Einstein, smarty-pants physicist

“We engaged IllustroTech's leadership in 6 projects that spanned more than 2 years – each was a success.”

- Howard Halligan, COO, Reader's Digest Brands

"Risk comes from not knowing what you are doing."

- Warren E. Buffett, CEO, Berkshire Hathaway

"IllustroTech's executive technology acumen is closely followed by their financial skill. I rarely see that combination and the results are impressive."

- Howard Halligan, COO, Reader's Digest Brands