Case Study 1: launch a global cash flow management portal.

CRITICAL SUCCESS FACTOR:

Interacting and partnering with Executive Management, Sales, Marketing, Technology and Implementations across the globe.

RESULTS:

  • Capabilities matrix
  • Competitive assessment
  • Training documentation - internal (sales, "train the trainer") and client-facing
  • Sales pitch decks
  • Product video
  • Press releases: domestic and international
  • Trade show and Sales collateral - brochures, sales cheat-sheets

Case Study 2:  Package and pitch a website redesign.

CRITICAL SUCCESS FACTOR: 

Pitching Executive Management and line of business Stakeholders to secure agreement and funding.

RESULTS:

  • Detailed and executive summary level pitch decks
  • Competitive assessment
  • Screen design concepts
  • Budget, cost save and ROI analyses
  • Rollout plan and high-level milestone plan for delivery

Case Study 3: Produce Client Testimonial Videos

CRITICAL SUCCESS FACTOR: 

Managing client interaction and on-going oversight of client-side deliverables

RESULTS:

  • Exceeded stated target by recruiting 35% of the potential population to appear in testimonial videos
  • Ensured timely completion and budget adherence for a multi-phased effort