Casey McCormick, MBA

Intellivant

Leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

Founded a boutique consulting firm utilizing an Agile business model to provide businesses and their leaders access to superior digital transformation, management consulting, and executive coaching solutions.  Developed, implemented, and refined the company’s business plan to help entrepreneurs, executives and their companies thrive using proven methodologies and cutting-edge technologies.  Employed Business Intelligence and Data Analytics to optimize all aspects of businesses to ensure superior performance.  Recruited, and retained experienced consultants to contribute to the successful execution of client projects.

•	Specialized in helping our clients achieve sustainable success by providing guidance and support in the areas of automation, business transformation, coaching, consulting, communication, collaboration, growth, innovation, leadership, mentoring, negotiation, organizational design, operations management, problem solving, process optimization, productivity, strategy, systems, technical guidance, startup incubation, and funding.
•	Developed a unique approach combining hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.
•	Guided executive coaching clients in clarifying their top challenges, assessing the root causes of their issues, identifying long-term solutions, and developing potential maximizing execution plans.
•	Provided unbiased external guidance to executives seeking to transform their businesses and maximize their potential.
•	Forged long-term strategic partnerships with dominant industry leaders, including Microsoft, Salesforce, Google, and Amazon Web Services (AWS).

Chief Executive Officer

Provider of managed services, cybersecurity and digital transformation for 1,000+ mid-market financial services organizations worldwide with over $3 trillion of assets under management.

Worked with all C-Suite Executives, 30+ Account Executives, 200+ Digital Transformation Technical Professionals and all Strategic Partners to grow the Digital and Business Transformation Business Unit.

•	Led the design, development, and execution of a cross-functional Digital and Business Transformation sales strategy focused on the Private Equity, Venture Capital, Hedge Fund, and Investment Bank client base.
•	Worked with sales professionals across the United States, Europe and Asia selling Digital Transformation Services.
•	Coordinated with technology professionals to ensure successful delivery of Digital Transformation Projects.

Director, Digital Transformation

AgileThought

Key executive team member responsible for the daily operations of the Innovate Line of Service, growth of its three underlying Practices (Product, Training and Coaching) and expansion of the service offerings to enterprise clients. The Innovate Practices exist to inspire and advise the enterprise to new heights of thinking, behaving and decision making. Transforming organizations and digital products through consulting, coaching, and training using innovative approaches like Agile, DevOps and Design Thinking.

•	Responsible for daily operational excellence of the Innovate Line of Service and professional support for the 50+ Product, Training,and Coaching Practice team members.
•	Responsible for all aspects of delivery excellence associated with Innovate Line of Service engagements across the full project lifecycle with annual billings >$15,000,000.
•	Responsible for engaging in sales pursuits and business development to ensure continued business growth coupled with high client and team member satisfaction.

Global Senior Director, Innovate Line of Service

Sold and lead custom enterprise software development projects for global Fortune 1000 clients. The scope of this role spanned from ideation and design to scaled delivery and support while guiding clients in transforming, building, and running their digital businesses. This included leveraging next-generation technologies to create competitive differentiation and exceptional customer experiences. This was done utilizing consultants and delivery centers across North and Latin America by providing Agile-first delivery for a variety of industries with expertise across all facets of digital transformation, application development, advanced data analytics (AI, ML, & IoT), cloud services, UX design, DevOps, and automation.

•	Responsible for all aspects of custom enterprise software development projects with annual billings >$6,500,000.
•	Recruited, staffed, and managed high-performance, cross-functional teams of up to 50 professionals with as much as 60,000 managed hours per year.
•	Responsible for a broad array of Account Management, Business Development and Sales across a diverse set of global clients and industries.

Global Director, Client Services and Delivery Leadership

CMM Partners

Management Consulting and Executive Recruiting Firm specialized in Healthcare, Information Technology (IT), Biotechnology, Legal, Accounting, and Financial Services.

Established company and developed an Agile business plan and model after conducting extensive pro forma financial and competitive analyses of recruiting industry businesses.  Designed a low cost, low overhead, well-organized and highly efficient business entity that mitigated risk while optimizing profits.  Investigated industry best practices and fastest growing verticals to target the most cost-effective niches.  Scrutinized competitors’ inefficiencies. Developed and implemented strategies and processes to ensure productivity and success.

•	Secured contracts with Am Law 100 law firms—the largest law firms in the US—by executing relationship building campaigns composed of cold calling, emailing, and other outreach tactics.
•	Developed a proprietary database of companies, clients, contacts, resumes, job orders, and projects that was continuously refreshed with clean, enhanced, and updated information.
•	Recruited and placed partner level and senior executives earning $150K+ for companies in the high tech, legal, and financial industries.

CEO and President

Systems West Computer Resources

National Consulting Firm providing Businesses and Utility Industry expertise via Strategy, Process, and Technology Consulting.

Recruited during a period of rapid growth to serve as Project Manager directing the implementation of a proprietary summary billing program for complex, multi-premise electric utility accounts. Consulted with client companies on compliance with complex regulations required to support electricity deregulation, bill unbundling, and Electronic Data Interchange (EDI) of records between all related parties, including alternative energy suppliers.  Managed portions of $100M annual project with 10 direct reports.

•	Built, mentored, and directed a team of experienced consultants to design, develop, and implement a highly complex CIS summary billing project—replacing manual data analysis and billing with automated systems.
•	Served as a client liaison with the New York State Public Service Commission to define and develop the business, regulatory, legal, and technical requirements for Electronic Data Interchange (EDI).
•	Managed the project to design and develop the first EDI transaction sets for a global electric utility client.

Consulting Project Manager

CA Technologies

Global Software and IT Management Solutions provider helping customers manage and secure complex IT environments to support agile business services.

Hired in recognition of deep experience assisting electric utility clients with deregulation and risk mitigation from Y2K.  Challenged to grow the business, solidify customer relationships, manage projects, and define the scope of requirements for new internal and external projects.  Ensured collaboration as a single cohesive unit among clients, other consulting firms, and project teams.  Managed 5 direct and 5 indirect reports.

•	Performed full SDLC (Software Development Life Cycle) Project Management for a $3M Mobile Data Project for a large US based electric utility while serving as the subject matter expert on project scope and requirements.
•	Designed and developed software modules for key electric utility clients.
•	Negotiated $1,000,000+ project extensions with multiple electric utility clients.

Accenture

Global Management Consulting, Technology Services and Outsourcing Company serving clients in more than 120 countries.

Hired after receiving MBA and graduating at the top of the class.  Charged with creating enterprise billing software for electric utility companies during industry deregulation.

•	Designed, coded, tested, implemented, and maintained the bill print functionality and batch processes that allowed large electric utility clients to print and mail millions of dollars of bills daily.
•	Researched and analyzed client tariffs filed with the New York State Public Service Commission to unbundle charges, allowing alternate energy suppliers to bill for a portion of customer’s bills.

Technology and Process Consultant

Executive Coach | Management Consultant | Entrepreneur | Investor

I've spent the last three decades as a highly-trusted advisor for organizations ranging from startups through Fortune 500 companies spanning multiple industries.

I've successfully negotiated and executed $100,000,000+ in consulting engagements, built many high-performance teams and helped transform numerous companies into profitable, effective and efficient organizations.

I use my experience, skills and insights as a High-Performance Executive Coach, Management Consultant, Advisor, Entrepreneur and Investor.

MY PHILOSOPHY 
I have a proven track record of delivering measurable results while empowering individuals and organizations to reach new heights of performance.

I believe with the right mindset, strategies, systems, and support, anything is possible.

With my extensive experience in leadership development, problem solving, strategic planning, team building, and performance optimization, I'm confident in my ability to help you take your career and business to new heights.

My goals are to empower you to:
• Achieve your goals.
• Identify your strengths.
• Overcome your challenges.
• Transform your performance.
• Optimize your leadership style.
• Thrive in both business and in life.

Whether you're an individual looking to take your career to the next level or a company seeking to enhance your performance and profitability, I'm here to help.

CORE COMPETENCIES
Account Management | Agile Methodologies & Transformation | Application Lifecycle Management (ALM) | Artificial Intelligence (AI) | Business Analysis | Business Development | Business & Technical Writing | Business Intelligence (BI) | Cloud Computing | Consultative & Solution Oriented Sales | Consulting | Content Management Systems (CMS) | Customer Information Systems (CIS) | Customer Relationship Management (CRM) | Custom Enterprise Software Development | Data Analytics | Digital Transformation | eCommerce | Electronic Data Interchange (EDI) | Engagement Leadership | Enterprise Billing Systems | Enterprise Resource Planning (ERP) | Entrepreneurship | Executive Leadership | Information Technology Outsourcing (ITO) | Interpersonal Communication | Marketing | Negotiating | Planning | Proposal Development | Partnership Development | Problem Solving | Process Optimization | Product Management | Program Management | Project Management | Recruiting | Sales Force Automation (SFA) | Scope Definition | Scrum | Software as a Service (SaaS) | Software Development Lifecycle (SDLC) | Solution Planning | Strategic Partnership Development | Strategy Development & Execution | Team Building | Vendor Management

Intellivant is a leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

We specialize in helping our clients achieve sustainable success by providing guidance and support in the areas of strategic planning, organizational design and development, operations management, mentoring, technological guidance, systems, startup incubation, and funding.

Our unique approach combines hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.

We work in partnership with our clients to create custom-tailored solutions that guide them toward an even brighter tomorrow.

We are here to help you take your business to the next level.

Are you ready to achieve sustainable, long-term success?

Contact us today at https://intellivant.com to get started.

Bring The Best

𝗕𝗿𝗶𝗻𝗴 𝗧𝗵𝗲 𝗕𝗲𝘀𝘁 is a coaching company that combines personal growth and development with transformational change and leadership for individuals and organisations.

Trust, commitment and willingness to be challenged are the principles of our coaching sessions. 𝗜𝗻 𝗴𝗲𝗻𝗲𝗿𝗮𝗹 𝗽𝗲𝗼𝗽𝗹𝗲 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲 𝘄𝗵𝗲𝗻 𝘁𝗵𝗲𝘆 𝗯𝗲𝗹𝗶𝗲𝘃𝗲:

1️⃣ They do not have the right level of leadership training or even education
2️⃣ They need to improve their confidence to speak and present in public
3️⃣ They need to improve their interpersonal (communication, leading or influencing others)
4️⃣ They need to improve intrapersonal skills (self-awareness and self-management)
5️⃣ They want to create a thriving environment for their team is important
6️⃣ They wish to prioritise time to reflect on where they are and where they need to be
7️⃣ They realise that they need an accountability partner to boost their performance
8️⃣ Belonging to the LGBTQIA+ community holds back their leadership 
9️⃣ They want to avoid procrastination

🔥 𝗗𝗢𝗘𝗦 𝗧𝗛𝗜𝗦 𝗦𝗢𝗨𝗡𝗗 𝗟𝗜𝗞𝗘 𝗬𝗢𝗨?
If you are feeling you do not know where to start, then let us work and begin your transformation for a better you. Contact me at cas@bringthebest.pt

Founder | Business Coach | Executive Coach | Team Coaching

Double Loop GmbH

Double-Loop Dude

ActionCOACH Portugal

Firm Owner | Certified Business Coach

Valuebizbooster

Value Trainer & Coach

We Mean Business Coalition

Direct and manage the Coalition’s overall approach to the Industry and Building Environment Systems, facilitating and engaging coalition partners and clients to the journey to the deployment of the solutions that put us on a 1.5-degree C trajectory and net-zero emissions. Partners of the coalition include BSR, CDP, Ceres, CLG Europe, The B Team, Climate Group and WBCSD.

Industry Manager, Systems Transformation

Kemira

Board Member of Kemira South Africa, Pty, Ltd.

Operational sales responsibilities for South Europe (Portugal, Spain, France and Italy), Middles East and Africa for industry & water division, including mining. Responsible for managing a €112 million P&L, developing sales business plans and sales forecasts. Reports directly to the Senior Vice-President EMEA & APAC

Commercial Director, Industry & Water, South

Buckman

Operational sales responsibilities for West Europe (Portugal, Spain, France, Italy, UK, Benelux and Morocco) for the pulp and paper industry. Responsible for managing P&L, developing sales business plans and sales forecasts. Reports directly to the EMENA Division Manager.

Regional Sales Manager Paper Technologies

Nalco Africa (Pty) Ltd, An Ecolab company

Promoted to Sales Manager of the Water & Process Services division encompassing previous marketing responsabilties with the operational sales responsabilities for the heavy and light industries in West, Central, East and Sub-Saharan Africa including Madagascar, Mauritius and Reunion Islands. Responsible for managing P&L and  110 employees with 5 direct reports, developing business plans and sales forecasts.

Regional Sales Manager Africa, Water Treatment

Relocated to Johannesburg in South Africa, to start-up Nalco Africa, a joint venture company of Nalco, an Ecolab company, and Protea Chemicals, a division of the Omnia group. Responsible for managing product lines and developing markets, introduction of new technology, and managing communications, pricing, and marketing operations for the heavy and light industry segments in Southern Africa.

Marketing Manager

Promoted to Marketing Manager Water & Wastewater Treament within Energy Services Downstream Europe, Africa and Middle East (EAME).

Responsible for defining and implementing the RDF & Functionals technology offering to the paper industry globally, which represent €220 million of the Paper Services Division turnover, by performing strategic technology assessments, by leading technology projects thru Stage & Gate process and by driving the identification, development and communication of industry specific best practices. Manages globally a cross functional and cross regional group of 8 business support professionals

Global Programme Manager

Responsible for defining and implementing the business strategy for P&W grades in the European paper industry. Managed the European P&W Team encompassing the leadership of 4 business support professionals. Reported directly on progress to the General Marketing Manager

Industry Development Manager Printing & Writing Grades

Responsible for  setting and controlling product gross margins, portfolio analysis and product life cycle management; develop marketing campaigns, advertising programmes and technical literature; part global group of experts that developed application best practices with global market perspectives.

Product  Manager

Responsible for new technology deployment, training and on-site technical support for the European market encompassing Portugal, Spain, France, Italy, Benelux, UK, Finland, Sweden, Norway, Germany and Austria

Marketing Specialist

Nalco Company

Appointed to assist with sales growth and profitability. Responsible for all aspects of sales for Nalco Portuguesa, SA in the south of Portugal

Sales Representative

🔥 I help you to unlock your potential changing your life in 90 days.

At Bring The Best, our team leverages over two years of specialized experience in personal growth and leadership transformation to guide individuals and organizations toward their full potential. Having previously directed systems transformation at We Mean Business Coalition, the competencies in facilitating industry-wide change are now channeled into coaching, with a focus on enhancing leadership and interpersonal skills.

The essence of our work lies in fostering trust and commitment, challenging clients to transcend their current capabilities. Our methodology equips clients with strategies for public speaking, self-awareness, and effective communication, contributing to their personal and professional ascendancy. As a certified business coach, I am dedicated to orchestrating impactful journeys that kindle confidence and catalyze sustainable transformations.

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The Battle

Casey McCormick, MBA

Casimiro (Cas) da Silva Santos (he/him)

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