Head of Strategic GTM Pursuits

Head of Platform Value & Monetization Strategy - Partner Ecosystem Success

Head of Global Sales Strategy - Technology Adoption

Enterprise Transformation Lead - Industry Value Advisory

Industry Value Advisor

Covering large enterprises in Central Canada.  Leading Value Discovery, Value Realization and Value Management engagements at SAP key Canadian accounts.

Also Global Value Engineering Lead for Managed Mobility and Original Device Manufacturers.

Principal, Value Engineering & Mobility

Peniel Holdings Ltd

Owner

Virtuate

At Virtuate we are singularly focused on your success.  Everything we do has the ultimate goal of improving your organization’s performance in the marketplace.  We do this through our three core services:

STRATEGY: Where is your organization headed?  What is your purpose? Is your internal operation organized to deliver on your strategy? Are your resources equipped to get the job done?  How does your organization interact and respond to threats and opportunities in the marketplace?  Who are your competitors and how do you fit in the marketplace?

DESIGN: From a new process to a new product; from a new site to a new application... we will work with you to design and source the right solution for you.

EXECUTION: Individually or with our implementation partners we will implement the solutions necessary for you to be successful.

We have a network of partners, analysts, operations gurus and writers who are ready to jump in on your next project.

Publisher of the now retired Mobile Strategy Blogs. 

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Engagements:
- Business Model Analysis and Market Risk Assessment (Private Equity)
- Mobile Remote Deposit Capture Vendor Scorecard & Analysis (Financial Services)
- Project Finance Control (IT Banking)
- Mobile Business Analysis (IT Banking) 
- Process Integration Expertise (Gov't Health Agency)
- Business Process Redesign (Provincial Gov't)
- Market Research: Mobile Enterprise and Consumer Trends
- Market Strategy, Business Case Development, Research and Analysis on Mobile Financial Services
- Mobile Application Analytics White Paper and Presentation 
- Enterprise Mobility Market Strategy
- New Services Design, Prototype and Rollout 
- Non-Profit Management and Program Design
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New web presence coming at virtuate.ca

Strategist, Analyst and Publisher

Mobile Strategy Partners

We provide an objective source of advice on mobile commerce, mobile banking, mobile payments, and mobile marketing.

Our mission is to help our clients capitalize on the revolutionary advances in mobile technology to increase revenue, lower costs, and win more customers.

Senior Partner

eHealth Ontario

Living the dream of electronic health and is working on:
- The design and implementation of a provincial deployment methodology for eHealth Solutions. 
- eHealth Ontario’s approach and related documentation to roll out eHealth Solutions to the province’s +25,000 healthcare providers.
- Creating toolkits (for providers and end-users)
- The change management and process redesign of integrating eHealth Solutions into established healthcare settings (from small physician practices to large multi-site hospitals).

Practice Management and Process Integration

Ministry of Health and Long-Term Care

Process Redesign and Integration with the eHealth Program... designing the processes that will deliver, implement and maintain eHealth Solutions to healthcare practitioners/providers across Ontario.

Process Integration Specialist

Research In Motion

In addition to managing the Mobility Business Solutions Team I was responsible for executive client relationships at the executive level as the Engagement Manager for the Professional Services Group. 
	Developed and maintained project plans, communicated status and issues, set and managed client’s expectations, project scope, project changes and resources.
	Engaging partners and enterprise customers at the executive level to analyze business needs and develop business cases based on sound ROI and TCO analysis.  
	Identified market trends and developed new ideas into services with corresponding project plans, collateral and marketing approach. 
	Gathered customer requirements and developed customized services to meet their business requirements. 
	Crafting strategies and mobility road maps to improve mobile worker productivity and asset utilization by focusing on processes, systems, and behaviours.

Engagement Manager, Professional Services

Areas of expertise - Government and Healthcare

Mobility Business Solutions Analyst

Jeruell Management Group

Duties included a broad range of operational and corporate responsibilities.  

Responsible for product development, marketing and delivery of performance improvement solutions.
  
Lead the ‘Analysis Team’ in opportunity discovery engagements, presenting the findings to client senior executives and designing the larger engagement that would best meet their needs.  

	Management of the organization including strategic and operational planning, fiscal oversight and organizational policies and procedures
	Managed analysis and delivery team members
	Developed and managed project/program schedules, project scope and budgets (including project P&Ls), resource allocation and utilization, identified and mitigated project/program risks
	Provided thought leadership and direction for clients

Director of Operations

Carpedia International Limited

Lead teams of consultants on the delivery of performance improvement solutions.  As an Operations Manager I was responsible and accountable for delivering to the client what was sold.  

Every project I managed delivered on its promise of a measurable bottom line return to the client.  

Responsibilities included:
	Delivering projects in adherence to both the client and Carpedia’s requirements for cost, schedule and quality
	Preparation and delivery of training sessions in addition to executive mentoring and management coaching
	Management Operating System design and installation (including budgets, resource plans, KPI’s, schedules and operating reports) 
	Change management and communication strategy development and execution
	Results measurement, project evaluation and follow up

Key Achievements from sample projects:
	Managed a team responsible for assisting in the integration of a large Canadian insurance company's internal support service operations after its merger with a competitor.  Cost savings were 20% better than originally projected.
	Managed a sales improvement project at a leading paper distributor in Southern Ontario.  Reorganized sales territories and designed and implemented a call centre to manage house accounts.  
	Managed a radioactive material yield improvement, cost reduction, fleet reduction and product pricing project at a nuclear medicine provider with 19 Nuclear Pharmacies spread through 8 different north and southeastern states.  Realized savings - $3 million dollars. 
	Managed a streamlining and cost reduction project in the Mortgage Administration Department of a large Financial Services organization.  Reduced labour costs by 25%.

Manager

Parisella, Vincelli Associates Consulting Group, (PVA Consulting Group)

Responsible for delivering productivity improvement services to clients as part of a team of consultants. Results achieved through on-the-floor coaching, work method improvement, procedure development and the design and installation of management tools.

Management Consultant

Experienced strategist, sales and marketing coach, analyst and operations consultant. Highly accomplished, detail-oriented, problem-solving professional with over ten years experience in process improvement, operations, sales training, P&L management, change management, organizational redesign and consulting.

Subject matter expert in two key areas:

* Operational Strategy:  Development of customized programs in a wide range of industries from healthcare, to financial services and from heavy manufacturing to government services.  Aligning operational performance to strategic imperatives in difficult situations is what Jose does very well.  Experienced in all areas of operational performance, sales performance, market strategies, product & service development, research & analysis of key industry trends.
* Process Optimization:  Lean transformations, process optimization, change management and operational improvements.

Although Jose has worked for a wide variety of clients in a broad spectrum of industries and has saved these clients millions of dollars, if you ever catch him in an elevator he will tell you his biggest strengths are his ability to:

   1. Step back and look at what is affecting your organization from a strategic perspective … but without losing site of the day to day realities of running your business (i.e. cash flow, organizational behaviour, workflow constraints, day to day operations).

   2. Translate complex concepts and multiple data streams into digestible, easy to understand and presentable ideas.

   3. Act as a bridge and facilitator between business and IT.

   4. Build consensus and bring teams together to implement, adopt and own new technologies and processes.

Jose has experience in the following industries/sectors:

    * Financial
    * Healthcare
    * Insurance
    * Retail
    * Technology
    * Professional Services
    * Government
    * Public Safety
    * Emergency Responders
    * Resource Extraction

Specialties: * Sales & Marketing Program Analysis
* Sales Coaching & Mentoring
* Business Strategy Development and Execution
* Mobile Strategy and Mobile Roadmap Development
* Market Strategy and Implementation
* Integration and Adoption of ‘new’ technologies into ‘old’ processes
* Market Research & Business Case Development (including ROI & TCO Studies)
* White Papers & Customized Content
* Competitive Analysis & Positioning
* Financial Analysis & Cost Reduction Strategies 
* Service and Product Development

Jose Colucci

Executive Council Network (ECN)

The Executive Council Network is an invite-only executive council with a vision to create a world-class, value-driven network for our Fortune 500 Executive Members. We achieve this by hosting world-class summits and providing executive elevation opportunities for improved digital presence, speaking engagements, board seats, advisory roles, and exclusive angel investments. We work collectively with our membership to create a positive business and social impact!

Executive Team Lead

Invisible Fence® Brand

➡️Served as top-performing area sales lead, accountable for all sales in the competitive South Tampa to Fort Meyers market. 

➡️Fueled the sales funnel, building a robust pipeline that expands the customer base.

➡️Launched new products to market and grew the sale of Smart Products to 30% of gross sales.

➡️Raised market awareness of product offerings and turned $127K into a $464K/year territory.

➡️Resolved customer issues and escalations and achieved a customer retention rate of 98.5%.

Consultant-Southwest Region Florida

American Bone Health

➡️Advocated for bone health and fracture prevention, building relations with prominent Tampa-area community members.

➡️Served as a public representative of the organization and delivered community programs through a network of educators.

➡️Orchestrated all aspects of the programs, including scheduling, recruiting, promoting, training, capturing data, & reporting. 

➡️Delivered digital events with 150-200 attendees per event and achieved over 10,000 annual participants.
•	Managed stakeholder relations and documented participant experiences for utilization in program promotion.

Regional Program Coordinator-Educator-Program Development

Parkinson's Foundation

➡️Piloted and led the implementation of new programs to drive the foundation’s mission through fundraising events.

➡️Cultivated partnerships and alliances that promoted growth and awareness within the community. 

➡️Worked hand-in-hand with the advisory board and organization’s major donors to expand growth in four different states. 

➡️Raised $2.8M, recruited, and maintained over 800 teams/team leaders and over 8,500 participants.

➡️Delivered empowering community-based educational programs, which included professional and patient events.

➡️Developed a regional advisory board comprised of committee members in four different states.

➡️Improved organizational functionality throughout five unique Parkinson’s communities across the US.

Development Director, Heartland Region (2019)

SOUTHEAST ENTERPRISES PACKAGING AND ASSEMBLY SPECIALISTS INC

➡️Capitalized on opportunities to develop new client relationships that led to challenging and profitable subcontract work. 

➡️Maintained efficient operations and ensure all work was in compliance and met the clients’ quality standards.

➡️Drove revenue growth by creating a successful long-term revenue stream for employees from $150k-1.5M per year.

➡️Conceptualized and ran a community-based “green” Holiday Light Recycling Drive that provided additional work.

➡️Aggressively pursued partnerships which led to the collection of over 210K lbs. of lights from over 210 different locations.

➡️Customized, designed, and maintained a new website which consistently received over 11.2M page views annually.

Director of Business Development

The Examiner

➡️Marketed and sold advertising campaigns for suburban daily newspapers utilizing digital print and special publications.

Sales Account Executive

A seasoned professional specializing in strategic business development and non-profit engagement. With over two decades of experience, I've dedicated myself to driving tangible growth and impactful change within organizations.

My previous roles included driving sales initiatives, where I orchestrated robust strategies resulting in consistent growth and impressive customer retention.

Throughout my career, I've been instrumental in advancing the missions of organizations like American Bone Health and the Parkinson's Foundation, leveraging my expertise in event management, partnership cultivation, and community engagement to drive successful fundraising efforts.

My skill set encompasses donor development, event coordination, and team leadership, all geared toward achieving measurable outcomes and driving organizational excellence.

I'm passionate about forging connections and collaborating with like-minded professionals to effect meaningful change. Let's connect and explore how we can leverage our expertise to make a lasting impact together.

taplio

The Battle

Jose Colucci

Megan Willard

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