My 20 Years of Experience

Sold various products in meat department grocery stores around the US with 40+ million in annual sales

Challenges:

Production downtime, high supply & shipping costs, various inventory issues 

Actions: 

• Created a purchasing department & centralized purchasing processes
  • Consolidated, set better expectations and arranged better agreements with vendors
  • Set up systems and triggers for inventory and purchasing
• Warehouse improvements
  • Removed & wrote off outdated inventory. 
  • Organized available space and created systems for use
• Assisted marketing department 
  • Helped to develop company strategies
  • Sourced creative and cost effective materials
  • Managed materials and supported sales reps around the country
  • Set new guidelines & processes for marketing requests

Results:

• Significantly reduced production expenses and saved numerous man hours
• Eliminated situations of production running out of materials
• Created more consistent marketing materials 
• Created better visibility of inventory and less waste
• Created space for better buying power
• Significantly reduced rush shipping expenses
• Reduced sales rep waste and excess inventory
• Sourced unique marketing materials that displayed better in stores, was more durable, easier to install and more cost effective to ship
• Avoided inventory issues, this included no inventory and waste due to federal labeling requirements or marketing changes

Mixed & delivered liquid pharmaceutical medications & equipment to homecare patients in 16 counties

Challenges:

Excessive delivery staff downtime & overtime, equipment management, unclear delivery statistics and recurring issues for staff

Actions: 

• Managed $40k warehouse renovation project
  • Created new pick station with simpler process and clearly designated areas for each step of the process
  • Redesigned warehouse and delivery prep area to better utilize the space
  • Redesigned equipment cleaning and testing area with improved process and clearer designed areas
• Redesigned management of 200-300 pieces of medical equipment
  • Changed how we purchased and rented equipment
  • Improved how the company tracked, cleaned, tested and distributed to patients
• Improved tools for tracking data
  • Created KPI’s for delivery staff and improved delivery tracking (per day, per driver, hours worked and miles driven)
  • Tracked issues to address recurring problems and trace back to source
  • Temperature tracking for medication requirements
  • Tracking vehicle and warehouse inventory
• Improved tools for delivery staff
  • GPS units, upgraded refrigeration units, uniformed vehicle inventory

Results:

• Able to track errors and issues back to the source and in most cases prevent from repeating 
• Less errors and missed items reduced driver overtime
• Significant reduction in driver downtime with the simpler processes, better tools and clearer communication
• Delivery staff felt more respected in the process, they were happier and more engaged in the business
• Reduced medical equipment costs by 36% in less than one year
• Increased number of deliveries per day allowing us to grow the business

US Importer, distributor and service provider for 4 overseas companies

Challenges:

Rapidly growing business with limited space, complex delivery schedules, high shipping costs, complex customs requirements and tradeshow execution

Actions: 

• Developed better processes for tradeshow logistics
  • Improved communication and planning with staff
  • Improved relationship and planning with tradeshow services
  • Created and executed more detailed timelines
• Improved expectations and communications with suppliers
• Streamlined shipping processes and created more in depth relationships with carriers
• Created better daily processes and improved communication between departments

Results:

• Reduced shipping costs and increased efficiencies of parts shipments
• Improved delivery timelines for laser systems and spare parts, which reduced service engineer downtime
• Reduced tradeshow expenses and improved staff morale by reducing errors and missed tasks

Arborists serving Bozeman, MT and the surrounding areas

Challenges:

Crew downtime, scheduling, client data management, management of office information (crew supplies, passwords, tools etc.)

Actions:

• Transitioned to an all-in-one trade service software that included client data, scheduling and payment capabilities
  • Researched options and tested software
  • Cleaned up client data and transferred into new software
  • Trained owner and staff
• Setup general office account and password vault for storage of all company information

Results:

• Significantly increased time savings for owner and office manager and reduced crew downtime.
  • Added request link on website to capture information directly into software
  • Ability to assign requests and jobs to team members and add to their schedules
  • Seamless transitions through the entire customer journey, from the initial request to the final Invoice.
  • Customer web portal allows clients to review and accept quotes, pay invoices and view history.
  • Scheduling features allow easy setup and ability to make changes quickly
  • Many more features that improved time management and the customer experience.
• Consolidated office information for easy access
• Setup office for easy transition to future changes in staff.

Tongue cleaning product that has been in business for 20 years and sold in 30+ countries

Challenges:

Wanted to reach industry professionals in the US, mainly dental hygienists and dental assistants who directly communicate with patients about good oral hygiene. 

Actions:

• Created plan with the owner for new dental program to reach target audience
  • Provide samples and marketing material, follow up communications, website with wholesale pricing and ordering system and drive more followers to social media
• Assisted in design of marketing materials (size and type of materials) for intended uses
• Created new website for dental program
  • Researched various softwares that satisfied all requirements
  • Setup shopify and a marketing platform to create an informational website with purchasing avenue
• Set up systems for a smooth process
  • Connecting with industry professionals, verify they are in the industry, collect information, providing samples, invite to secure shopping site etc
  • Monitored site and maintained

Results:

• Able to complete all tasks and launch site in 3-4 months, with all marketing materials and supplies
• Smooth process to quickly provide samples and provide shop access