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

Retail & Supply Chain Industry Executive Advisor

Texas Christian University

Center for Supply Chain Innovation (CSCI) Advisory Board Member

Global Value Chain Partners

• Created a professional services organization for a healthcare distributor (as the VP of Supply Chain Services) from the ground up aimed at providing Spend Optimization and Acquisition and Divestiture Support services to their customers who are leading providers in the senior living industry
• Assisted a major airline with planning for a Procure-to-Pay (P2P) software implementation by defining their critical business requirements and key performance metrics
• Led the operational turnaround of a $100M family-owned candy manufacturer
• Led the development of process, business requirements, policies and procedures for a Coupa (P2P) implementation at a $4 Billion pharmaceutical company
• Designed for implementation a S&OP program for Latin American division of a $11 Billion Cereal and Convenient Food producer and identified significant savings in Trade Allowances and excess inventory in their Retail and Wholesale sales channels
• Provide operational leadership (as their Managing Director) to Harney Partners, a boutique  consulting firm focused on providing financial and operational turnaround and interim management services to mid-market companies
• Provide business process leadership (as a Partner) to CCP Global, a leader in providing Source-to-Pay technology solutions (Coupa, Ariba) to the enterprise

President

Alvarez & Marsal

•  Key member of A&M’s East Region Supply Chain practice 
• Identified $6-$9M in freight synergies and 3PL strategy for post-merger integration of $4B global consumer products firm 
•  Identified pricing discrepancy reduction solutions for a $90B healthcare distribution company 
•  Led PMI assessment of Sourcing, Supply Chain and other back office operations for a $450M fastener company

Senior Director

Booz & Company (formerly Management Engineers)

•  Member of US start-up management team providing direction for financial, staffing and business development targets
•  Identified significant material cost savings for a major farm and construction equipment manufacturer

Principal

Navistar Inc

•  Led Post-Merger Integration effort to support Navistar’s aggressive expansion plans
•  Established Sourcing Council for identifying and managing joint cost reduction initiatives with 3PL supply chain partner
•  Led post-merger integration of a key acquisition, that realized $2.5 million in synergy savings within two months 
•  Led PMO for a JV start-up between Navistar and Caterpillar for worldwide manufacturing of on-highway trucks

Integrated Business Development and Strategy - Truck Group

Crowe Horwath

•  Executed post-merger operational improvements and institutionalized a structured governance framework that improved annualized operating income within 3 months of project start and led an operational review of the Asian operations at a $1.5 Billion International (Frozen & Fresh) Food Service Distributor
•  Identified significant distribution network savings by integrating a Swiss-based company's US Cake and Infant Nutrition division operations
•  Designed an executive-level dashboard for the global supply chain group of a $5B printing solutions company and improved the visibility of their inbound shipments from Asia and incorporated transit delays into their supply planning process
•  Led operational review of a $18B national auto dealership group's After-Market Parts Distribution and developed a cost-benefit model for their Wholesale Parts operations
•  Implemented a formal S&OP program for a $4B global paints manufacturer and retailer that included training, coaching, developing a “S&OP Handbook”, and establishing key operating metrics and formal roles and responsibilities with C-level executives
•  Conducted several operational due diligence projects for private equity portfolio companies, including a pro audio division of a $35B PE group and led post-merger integration efforts in the US craft brewery industry

Executive

Hitachi Consulting (formerly Celerant Consulting)

•  Led multiple engagements at a $5B electronics retailer which included:
   - Reduced distribution network operating costs by several millions annually through process improvements, an effective performance governance framework and re-alignment of direct to store deliveries
   - Increased annualized gross margins by over $20M through store inventory reduction and improved in-stock percentage by utilizing “intelligent” overstock visibility for dynamic store-to-store transfers 
   - Developed 5-year Distribution and 3PL strategy based on capacity constraints, optimal product mix, and speed to market 
   - Led a large-scale transformation project for Store Operations that encompassed sales rep compensation, store processes and communication, store sales recruiting and training and Store Manager competency assessments

•  Led a 12-person team that reduced inventory by 20% while maintaining customer service levels at a Division of a €20B International waste and wastewater company
•  Reduced inventory by $11M in 6 months and designed a new supply chain organization for a $2B municipal electric utility company
•  Developed an executive-level governance framework to manage multi-million dollar capital and expense projects for a $7.7 Billion Funded Principal Research Agency in the Department of Health & Human Services

OfficeMax (formerly Boise Cascade Office Products)

•  Responsible for all continuous improvement and customer satisfaction related initiatives for over 25 warehouses and launched over 15 Customer Quality Councils that improved customer relations and delivered tangible financial value to the organization
•  Led operational due diligence and post-merger integration of several acquired independent office products dealers
•  Led multi-channel distribution consolidation that improved delivery coverage by 20% and reduced freight by $100,000

Senior Supply Chain Executive

Over 30 years of industry and consulting experience managing strategy and supply chain improvement/restructuring initiatives by leveraging industry best practices, innovative solutions, and a metrics driven problem-solving mindset to enhance customer experience and achieve sustainable operational excellence. 

Currently, serve as a member of Supply Chain Advisory Councils at FGCU and TCU and a frequent speaker at industry conferences and symposiums.

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Jose Colucci

Praful Karanth

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