Operations & Business Strategy - Integrated Executive Advisors

Consulting from Someone Who's Sat in Your Chair

As a former President and VP of Operations, I've made the strategic decisions you're facing right now—and I've led the teams that execute them. This isn't consulting from a textbook or theory. It's guidance from someone who's run the warehouse, managed the operations, and delivered the results.

I understand the pressure of P&L responsibility, the complexity of multi-site coordination, and the challenge of scaling operations while maintaining quality and efficiency. I've navigated acquisitions, led organizational transformations, and optimized supply chains that serve thousands of customers.

What Makes This Different

Having held these executive roles myself provides a unique perspective that combines strategic thinking with operational realities. When I recommend a process change, I understand the implementation challenges and can guide your team through them. When I design a KPI system, I know how to drive adoption and accountability because I've built these systems and led teams using them.

Industries Served: Distribution & Logistics, Manufacturing, Retail Services, Warehouse Operations

Company Size: $10-100M in annual revenue

What We Deliver

✓ Strategic planning and execution roadmaps
✓ Operations optimization and scaling strategies
✓ Warehouse and distribution management
✓ Supply chain efficiency and cost reduction
✓ Organizational development and change management
✓ Performance measurement systems (KPIs)
✓ Process standardization and documentation
✓ Multi-site coordination and management

Specific Capabilities

Strategic Planning

Develop actionable strategies that align operations with business objectives and market opportunities.

Services Include:

→ Growth strategy development
→ Operational capacity planning
→ Market expansion assessment
→ Competitive positioning analysis
→ Financial modeling and forecasting
→ Risk assessment and mitigation

Warehouse & Distribution

Optimize warehouse operations for efficiency, accuracy, and scalability based on proven methodologies.

Services Include:

→ Layout optimization and space utilization
→ Workflow design and improvement
→ Inventory management and cycle counting
→ Picking, packing, and shipping optimization
→ Labor productivity analysis
→ Quality control systems
→ WMS selection and implementation

Supply Chain Management

Create resilient, efficient supply chains that reduce costs and improve service levels.

Services Include:

→ Vendor relationship optimization
→ Procurement strategy and cost reduction
→ Transportation and logistics planning
→ Demand forecasting and planning
→ Inventory optimization (safety stock, reorder points)
→ Supply chain risk management

Organizational Development

Build high-performing teams and organizational structures that support growth and excellence.

Services Include:

→ Organizational design and restructuring
→ Role definition and accountability frameworks
→ Change management and adoption
→ Leadership development and coaching
→ Performance management systems
→ Training program development

Process Improvement

Identify inefficiencies, eliminate waste, and standardize processes for consistent results.

Services Include:

→ Process mapping and analysis
→ Standard operating procedure development
→ Bottleneck identification and resolution
→ Cost reduction initiatives
→ Continuous improvement programs

Performance Measurement

Design KPI frameworks and dashboards that drive accountability and align teams with strategic objectives.

Services Include:

→ KPI selection and framework design
→ Balanced scorecard development
→ Executive dashboard creation
→ Target setting and benchmarking
→ Performance review systems
→ Incentive alignment

Real-World Experience

C-Suite Executive Leadership

30 Years of Operations Excellence

Senior executive leadership roles including President, COO, and VP of Operations for national distribution companies, manufacturing organizations, and retail services firms with full P&L responsibility and operational oversight across distribution, logistics, manufacturing, and retail services industries.

• Managed multi-site warehouse operations across the United States
• Optimized inventory management for thousands of SKUs
• Implemented process improvements that substantially reduced fulfillment time
• Led ERP implementation and system integrations
• Developed performance measurement systems and executive dashboards
• Built and led high-performing operations teams
• Strategic planning and business transformation
• Organizational restructuring and change management

• M&A due diligence and integration
• Technology strategy and implementation
• Financial management and cost optimization
• Board reporting and stakeholder management
• Started in the warehouse - worked every operational role
• Progressed from warehouse floor to executive leadership
• Deep understanding of operations from both tactical and strategic perspectives
• Proven track record of driving operational improvements and business growth

Our Approach

1

Assessment

Deep dive into your current operations, systems, and challenges. We assess workflows, interview teams, analyze data, and identify opportunities for improvement.

2

Strategy

Develop a comprehensive roadmap with clear priorities, timelines, and success metrics. We create actionable plans that balance quick wins with long-term transformation.

3

Implementation

Execute the plan with hands-on involvement. We work alongside your team to implement changes, provide training, and ensure adoption while minimizing disruption.

4

Optimization

Measure results, refine approaches, and drive continuous improvement. We establish performance tracking systems and ensure sustained operational excellence.