Led Strategic Marketing Initiatives in Industrial & Building Automation, Energy, Safety Technology & Embedded Software
    Experienced with all facets of Strategic Marketing and Planning including Segmentation, Voice of the Customer, Channel development, Portfolio Analysis, Alliances, Pricing, Margin Analysis and Standards Participation.
strategic plan

    Strategic Plan and AOP Creation 

  • 5-Year Strategic Marketing, Roadmap & AOP for Building Controls, Software, Safety Technology and Industrial Automation Markets.
  • Created Revenue Projections, Technical Trends, Market Trends, SWOT, CSF’s, etc.
  • Perspectives gathered from customer & distributors in creating Strategy Canvases identifying Buying Criteria. Strategy Canvas used to identify future ‘Blue Ocean’ opportunities.

    Pricing Models
  • Pricing model created to set List price and discount schedules.
  • Model incorporated List Price, Competition, Value, Substitution, Margin % , and Margin $ to derive pricing schedules.


  • Boston Consulting segmentation methodology leveraged to define buying behaviors in multiple markets.
  • Identify Needs—Group Customers—Validate Segments— Value Proposition—Market Strategy

    Voice of the Customer (VoC)
  • VOC basis for $130M/yr business in Industrial Automation.
  • VOC analysis prevented $40M/yr loss of revenue at key Account.
  • VOC curriculum developed and taught.
Voice of the Customer
portfolio analysis

    Portfolio Analysis
  • Matrix Charts to compare portfolio on multiple criteria.
  • Funnel Charts to analyze progress.
  • Scorecards to Compare Projects.
  • Technology / Strategic Roadmaps & Priorities.

    Mergers & Acquisitions
  • Formulation of M&A Guidelines and Procedures.
  • Lock & Key Analysis including channels, products, applications, and geographies.
  • Created and Managed list of potential acquisition candidate
Merger & Acquisitions

    For a PDF copy of my complete portfolio, you can download it here.
    My current resume can be downloaded here.

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