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.

I advise and lead corporate governance and operations transformation programmes at large global firms.

My responsibilities include:
• Conducting comprehensive assessments of clients' status quo, challenges, needs, and goals.
• Developing strategic plans for improvement initiatives, aligning them with clients' vision and priorities.
• Building and maintaining strong relationships with key stakeholders at various levels of seniority.
• Managing ongoing corporate governance and transparency programmes to provide mechanisms for accountability and business performance improvement.
• Managing business operations units that provide integration between various back office operations and improve their efficiency.

Key Achievements:
•  Identified and mitigated a client’s legal risks from using an expensive core system outside its licensed purpose, advising senior management to replace offending processes and addressing conduct issues of personnel who had extended and covered up the unlicensed use.
•  Diagnosed and resolved severe faults in labour tracking processes that caused millions of dollars in cost misallocation and productivity measurement errors. Identified critical dependencies that had been eliminated in organisational restructures and caused erroneous data to cascade. Recommended alternatives for replacing the lost dependencies or overhauling the orphaned processes. Advised on how to estimate the existing data discrepancies.
• Identified and addressed significant productivity gaps, duplication and operational inefficiencies, including synergies available by eliminating duplication within project delivery teams and productivity improvements from more effective resource allocation. Steered the client towards a comprehensive reorganisation plan to improve operational effectiveness and deliver substantial cost savings.

Governance Director

Telstra

I led a governance and financial management framework in a division responsible for over $300m in annual costs, building and running multiple asset portfolios worth over $1bn.

Responsibilities included:
• Developing and implementing a financial management framework that increased transparency, accountability, and efficiency of IT spending and budgeting.
• Establishing and enforcing IT governance policies and standards that ensured compliance with company policies, strategy and best practices.
• Optimising IT productivity using data-driven methodologies to identify and resolve issues and gaps.
• Providing financial and management accounting support and advice to IT leaders and stakeholders, facilitating better informed planning and decision making.
• Driving a culture of continuous improvement and innovation within the team, fostering collaboration, learning, and feedback.

Key Achievements:
• Anticipated and resolved challenges in the initial phase of a major transformation programme involving offshore delivery, pro-actively calling out previously unknown dependencies and potential roadblocks, and engaging extensively with GMs and programme managers to find effective solutions with acceptable risk levels.
• Identified process inefficiency and ineffective allocation strategies, delivering significant improvements through automation of reporting and allocation functions, eliminating redundant processes and taking advantage of synergies to improve productivity.
• Improved Telstra’s negotiating position by consolidating governance of vendor relationships, enabling purchasing relationships to be managed and negotiated at a business unit level, rather than an individual project level.

Senior Manager, IT Finance and Governance

I led a small team of consultants supporting IT purchasing management functions for Telstra, ensuring optimal value and performance from IT vendors and suppliers.

My responsibilities included:
• Conducting market research and analysis to identify and evaluate IT vendors and suppliers.
• Preparing and issuing requests for quotations and purchase orders for IT services, in accordance with Telstra’s procurement policies and procedures.
• Negotiating and finalising statements of work with vendors and suppliers, ensuring compliance with Telstra’s commercial requirements and standards.
• Managing and monitoring agreements throughout their lifecycle, ensuring timely delivery, performance, and payment of IT services.
• Resolving any issues or disputes that arise between Telstra and IT vendors and suppliers, escalating them as needed.
• Reporting and presenting on IT agreement management activities and outcomes, providing insights and recommendations for improvement.

Key Achievements:
• Streamlined the calculation and processing of allocations, journals and accruals through automation and improved process efficiency, resulting in greater accuracy of information and reduction in processing times, improved capacity for storing and handling data, faster and better reporting capabilities, and improved relationships with key programme stakeholders.
• Improved the working relationship with key vendors by developing strong rapport, assisting with negotiating better prices and terms, and significantly reducing invoice disputes.
• Repaired a previously strained internal relationship with project analysts in Enterprise Services by improving transparency.
• Increased engagement and morale of team members by ensuring they understood how their work benefited the business, improving the effectiveness of the team’s contribution.

Commercial Lead, IT Procurement and Contract Management

I supported various clients in the manufacturing, retail, and distribution sectors with their logistics and supply chain needs.

My responsibilities for clients included:
• Coordinating and executing logistics and supply chain activities, such as purchasing, transportation, warehouse and distribution management, and inventory management.
• Ensuring compliance with logistics and supply chain policies, procedures, and regulations, such as safety, quality, and environmental standards.
• Monitoring performance, identifying and resolving issues and risks.
• Building and maintaining strong relationships with key stakeholders across the value chain, including suppliers, distributors, retailers, and customers.

As a business owner, I was also responsible for:
    • Risk management
    • Management accounting and business economics
    • Financial statements, business taxation, payroll, and withholding

Logistics and Supply Chain Specialist

Operational governance, transparency & accountability | HR, Finance, Procurement, IT | 20+ years solving corp challenges | Chief of Staff, Executive or Lead Advisor | Now available, permanent or contract, in UK & Ireland

I’m an experienced corporate governance and business operations leader who delivers operations transparency and governance for global firms, specialising in back office operations such as IT, finance, procurement, and HR.

I also advise on improvement initiatives to integrate these units better, which improves the experience for stakeholders.

I have a proven track record of delivering successful initiatives across international borders, and providing ongoing leadership. I lead entire improvement cycles – from discovery and advice to planning and delivery – and ensure that the solutions I provide are sustainable and scalable.

Some of my key achievements include:
• Developing and implementing a management accounting framework that increased transparency, accountability, and efficiency for an IT organisation responsible for over $300m in expenditure.
• Establishing and enforcing governance policies and standards that ensured compliance with company policies, strategies, and best practices. This impacted multiple asset portfolios valued at over $1bn.
• Optimising productivity and efficiency using data-driven tools and methodologies.
• Identifying and advising solutions for a range of IT, financial, and HR issues in a major corporate transformation programme at an FT Global 500 firm.
• Managing communication and building trust between departments with strained relationships.
• Offering the frank and fearless advice required for effective executive decision making.

I’m passionate about continuous improvement and innovation, and I’m always looking for new ways to add value. I drive a management culture that incentivises improvements in value and effectiveness. I also enjoy mentoring and coaching others, sharing my insights and best practices.

I am available for permanent executive or Chief of Staff opportunities and to lead consulting engagements in the UK, Ireland and EU/EEA. Location and travel are negotiable.

I am also available for offshore opportunities if travel requirements are reasonable, or if the position is remote.

If you’re looking for a trusted advisor who can improve your firm’s governance and transparency, or an executive focused on delivering a continuous improvement management culture that drives both value and results, reach out by DM.

taplio

The Battle

Casey McCormick, MBA

Gavin Schubert

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?