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- CRM Leader for Retail Capital Markets initiative. Development and implementation of Global Centre of Excellence, Marketing Automation Technologies Research and Development Centre.
- Multi-year strategic marketing plan for Global 1000 Hospitality Group - CRM strategy, Business Process Engineering, Technology infrastructure.
- CRM Technology evaluation for international automobile manufacturer.
- Data Warehouse/ CRM advisor to Tier 1 International Bank.
- CRM Technology advisor to major Asian wireless carrier.
- Sr. Advisor to CRM Practice of Big 4 Management Consulting firm.
- Sr. Advisor to Big 4 Accounting firm (Telecommunications Group). Marketing and implementation of Telecommunications Solutions set.
- Planning and development of Marketing Technology R&D Centre at leading Canadian university.
- Marketing/ sales process diagnostic of real estate operations for major international resort operator.
- CRM strategy review for (2) 800,000+ member Automobile Associations.
- Customer Transaction analysis for $1 billion+ Canadian retailer.
- CRM Vision and strategy for regional telecommunications carrier.
- CRM Business plan for services to major North American sports (NHL, NBA, PGA Tour)
- CRM vision for international transportation carrier.
- Framework for Federal Government department for asset review and divestiture.