I am often asked what I do.
The short answer is that I look into things.
I am basically an investigator.
The
investigative work I do goes by many names.
Some of the more common terms are Research,
Studies, Analyses, Evaluation and Documentation.
That kind of work leads in turn to other kinds
of work known by other names: Design, Development, and Delivery to name
three.
And, of course, there is always Advice, Counsel and
Assistance.
Those terms pretty well sum up what it is I do
on behalf of my clients. Much of it can be done on-line instead of
on-site, hence the name of my company: Distance Consulting.
My consulting projects can be
grouped in several ways (e.g., chronologically, by client and by the kind of
issues involved).
The tables below present a review of my work
organized by the kinds of issues involved and the nature of the
consulting assignment. If you have any questions about any of my
projects please use the Questions link at the bottom of this page to send
them along to me. Use the Contact link to send me an email.
Consulting
|
Description
|
Client
|
|
The Consulting Business (Guided
Self-Instructional Materials)
|
Grant Thornton (Jeslen Corp)
|
|
Writing Services in Support of SmartDraw’s
“Working Smarter” Blog
|
SmartDraw LLC
|
|
Advice and Counsel in Establishing a Consulting
Service
|
Three and Two Enterprises, Inc.
|
|
Design of Training Course for Managing Consulting
Engagements
|
A.T. Kearney
|
Knowledge Management (KM) and Communities of Practice (CoPs)
|
Description
|
Client
|
|
Advice, Counsel and Assistance re Communities of
Practice
|
ACT
|
|
Knowledge Management (KM) Communication Plan
|
Warner-Lambert
|
|
Knowledge Management Briefing Book for Executives
|
Warner-Lambert
|
|
Community of Practice Start-Up Kit
|
Warner-Lambert
|
Sales and Marketing
|
Description
|
Client
|
|
Effective Sales Presentation Training
|
ARVIN
|
|
Outcome Selling Materials
|
Outcomes Development Corporation
|
|
Basic Sales Training
|
GTE (Systems Corp of America)
|
|
Sales Management Training
|
GTE (Systems Corp of America)
|
|
Market Plan
|
Bell South
|
|
Preparation of Proposal for Underwater Systems
|
GENSCO
|
|
Evaluation of Xerox’ Professional Selling Skills
(PSS)
|
Hooper-Goode
|
|
National Account Managers Training Course
|
AT&T Long Lines
|
|
Sales Managers Training Course
|
AT&T Long Lines
|
|
Account Analysis & Planning Course
|
AT&T Marketing
|
|
Evaluation of a Data Sales Training Course
|
AT&T Marketing
|
|
Systems Selling Training Course
|
AT&T Marketing
|
|
Market Administrators Program
|
Chesapeake & Potomac Telephone Company
|
|
District Sales Manager’s Handbook
|
Ortho Pharmaceuticals (J&J)
|
|
Product Knowledge Training (Programmed)
|
Ortho Pharmaceuticals (J&J)
|
|
Product Promotion Training (Programmed)
|
Ortho Pharmaceuticals (J&J)
|
|
Basic Selling Skills Training Course
|
Lipton Tea, Inc.
|
Strategy and Strategic Planning
|
Description
|
Client
|
|
Assisted the owners and senior manager of a small consulting firm
review and revise their five-year business plan. |
Spirit of EQ |
|
Facilitated a Goals Grid Approach to Setting and Clarifying the CEO's Strategic Goals for the
Upcoming Fiscal Year |
PSL |
|
Design and Facilitation of a Goals Grid Review of
the CEO’s Strategic Goals
|
ARRIS
|
|
Assistance Developing a Strategic Plan for the
School of Business
|
The College of New Jersey
|
|
Develop a Strategic Decision Making Model
|
Hewitt Associates (Jeslen Corp)
|
|
Design and Facilitation of a Strategic Planning Session |
NOHLGA (National Organization of Health and Life Insurance Guaranty
Associations) |
Studies and Analyses
|
Description
|
Client
|
|
Research of Current Issues in Distribution
|
Ingram Micro (Jeslen Corp)
|
|
Telephone Interviews Related to Restructuring the
Treasurer’s Office
|
Church of New Jerusalem (Jeslen Corp)
|
|
Design Review of a Strategic Planning Session
|
Jeslen Corp
|
|
Study of Medicare Claims Processing Operations
|
Community Mutual Insurance Company
|
|
Study of Operations Functions
|
Educational Testing Service
|
|
Study of Impact of New System on Operations
|
Schear Family Clinic, LLC
|
|
Analysis of Organizational Measurement Systems
|
AT&T
|
|
Study of Marketing Staff Requirements
|
AT&T Yellow Pages
|
|
Feasibility Study for Application of Algorithms
|
Educational Testing Service
|
|
Study of Cross-Divisional Operations (COPA and
COD)
|
Educational Testing Service
|
|
Analysis of Sales Crew Performance
|
AT&T Yellow Pages
|
|
Analysis of Human Machine Function Allocation
|
AT&T Long Lines
|
Systems
|
Description
|
Client
|
|
Assistance Developing Job Aids for Using a
Massive Healthcare Database
|
Health Roundtable (Australia)
|
|
Prototype Intranet Resource
|
Warner-Lambert
|
|
PC-Based Claims Entry and Editing System
|
Community Mutual Insurance Company
|
|
PC-Based Job Aids and Training for Claims Coders
|
Community Mutual Insurance Company
|
|
PC-Based Medical Nomenclature to Code System
|
Community Mutual Insurance Company
|
|
PC-Based College Code Inquiry System
|
Educational Testing Service
|
|
PC-Based Customer Inquiry System
|
Educational Testing Service
|
|
Led Development of Variable Life Insurance
Product Support System
|
Monarch Financial Services, Inc.
|
|
Led Roll-Out of New Variable Life Insurance
Product and Support System
|
Monarch Financial Services, Inc.
|
|
PC-Based Life Insurance Sales Illustration System
|
Monarch Financial Services, Inc.
|
|
Development of a Common Systems Architecture
|
Educational Testing Service
|
|
Documentation of Data Systems (Structure &
Process)
|
Educational Testing Service
|
|
Computer Programmer’s Course (COBOL/JCL)
|
AT&T Long Lines
|
|
Systems Analyst Training Course
|
AT&T Long Lines
|
|
Total Systems Development Process Handbook
|
AT&T Long Lines
|
Training, Manuals, Job Aids and Human Performance
|
Description
|
Client
|
|
Delegation Skills Training Module
|
Bemis, Inc.
|
|
Problem Solving (Guided Self-Instructional
Materials)
|
Grant Thornton (Jeslen Corp)
|
|
Time Management (Guided Self-Instructional
Materials)
|
Grant Thornton (Jeslen Corp)
|
|
Job Aids for Medical Claims Examiners
|
Community Mutual Insurance Company (Anthem)
|
|
Design of Document Analysis Training
|
Educational Testing Service
|
|
Needs Assessment for Corporate Planning
Training
|
AT&T
|
|
Basic Management Skills (Videotapes)
|
AT&T HRD
|
|
Evaluation of Job Definition Training Course
|
AT&T HRD
|
|
Evaluation of AT&T’s “Training Development
Standards”
|
AT&T HRD
|
|
Getting Up to Speed Manual for New Managers
|
AT&T HRD
|
|
Getting Up to Speed Manual for New Managers
|
AT&T Yellow Pages
|
|
Managing the Problem-Solving Process |
AT&T HRD |
|
Needs Assessment for Transition Management
Training
|
AT&T HRD
|
|
Tom Peters and The Excellent Companies
(Videotape)
|
AT&T HRD
|
|
Time Management Workshop
|
AT&T HRD
|
|
Information System User’s Job Aid
|
AT&T Information Systems
|
|
Medical Claims Examiners Training Course
|
Booz Allen & Hamilton (Empire State Blue Cross
& Blue Shield)
|
|
Database Designers Training Course
|
CENTEC
|
|
Travelers Checks Claims Examiners Job Aids and
Training Course
|
Citicorp Services
|
|
Training and Job Aids for Financial Aid
Assistants
|
Educational Testing Service
|
|
Customer Systems Support Specialist Training
|
AT&T Marketing
|
|
Management Development Program
|
Simpson Timber Company
|
|
Shipboard Engineering Manual (Programmed)
|
U.S. Navy
|
|
Contract Access Job Aid for Construction Site
Supervisors
|
Southern California Trades Council
|
Work and Management
|
Description
|
Client
|
|
Acted as a Sounding Board for a CEO Interested in Improving the
Processes of Her
Family-owned Business |
AMI |
|
Ongoing Advice
and Counsel to CEO
|
Shared
Performance LLC
|
|
Interim Back
Office Support
|
Shared
Performance
|
|
Writing/Editing
Services in Support of Marketing Messages
|
Shared
Performance
|
|
Acting General
Manager for TROCAL North America (German Conglomerate)
|
Jeslen Corp
|
|
QC
Documentation – Positioning and Marketing
|
Bell
Laboratories
|
|
Design of
Document Analysis Function
|
Educational
Testing Service
|
|
Design of
Document Analysis Workstations
|
Educational
Testing Service
|
|
Reengineering
of the QC Shop Structure and Process
|
Educational
Testing Service
|
|
Documentation
of Suspend Resolution Process
|
Educational
Testing Service
|
|
Planning and
Controlling Work Workshop
|
AT&T HRD
|
|
Documentation
of Claims Adjudication Process
|
Booz Allen &
Hamilton (Empire State Blue Cross & Blue Shield)
|
|
Review and
Analyze Performance Management Measures and Standards
|
Chesapeake &
Potomac Telephone Company
|
|
Documentation
of Travelers Checks Claims Adjudication Process
|
Citicorp
Services
|
|
Review of a
Job/Task Analysis Template for Autonomous Workers
|
Human
Performance Systems, Inc.
|
|
Facilitated
Session on Corporate Performance and Productivity
|
NYNEX
|
|
Assisted a New North American Regional Manager Devise Materials for
use In Expanding a Network of Preferred Partners |
6 Seconds |
Invited Presentations
|
Description
|
Client
|
|
The Goals Grid
|
Arris
|
|
Change Management
|
Care Improvement Plus
|
|
The Autonomous Performer
|
Dell University
|
|
Solution Engineering
|
Dell University
|
|
Change Management in Hard Times
|
Electric Utility Consultants, Inc. (EUCI)
|
|
Communities of Practice
|
GlaxoSmithKline
|
|
Change Management
|
Scientech
|
|
Change Management in Hard Times
|
SmartDraw LLC
|
|
The Systems Development
Process:
No Place for Human Beings
|
AT&T Long Lines
|
