Client Engagements

Michelle W. Davies

Corporate Capability Build

Portfolio Management Prioritization Redesign – OCM Specialist: Facilitated discussions to redesign Acceleration Playbook for prioritizing projects and developed Communications Plan for Playbook rollout. Result: Rollout of Acceleration Playbook. Industry: Biopharmaceuticals / Pharmaceuticals.

OCM Capability Assessment & Build – OCM Capability Strategist: Assessed company culture & OCM maturity and developed roadmap to advance from OCM Maturity Level 1 to Level 3 over 24+ months. Result: Strategic
blueprint for scalable, high-performing OCM capability. Industry: Financial Services
OCM Capability Build – OCM Capability Strategist: Created and managed the OCM methodology to guide & standardize application of OCM templates & samples across global company. Result: Launch & management of
consistent OCM methodology across projects / programs. Industry: Consulting.
OCM Capability Build – OCM Capability Strategist: Created an OCM playbook to guide & standardize application of OCM templates and trained end users. Result: Launch of OCM playbook across projects / programs.
Industry: Spirits / Alcoholic Beverages Manufacturing.
Project Management Methodology Build – Methodology Developer: Authored Project Management Methodology (PMM), managing contributors, ensuring quality & alignment with client initiatives, and developed
the training plan. Result: Published PMM methodology. Industry: Financial Services.

Post-Acquisition Integrations

Global Post-Acquisition Integration – OCM Strategist & Specialist: Led OCM strategy for global division integration. Assessed impacts, planned & developed communications, mobilized change network, oversaw training, and assessed SharePoint folder’s security clearances. Result: Unified global organization with harmonized
policies/processes/systems. Industry: Biopharmaceuticals / Pharmaceuticals.
Travel & Expense (T&E) Policy Harmonization – OCM Strategist & Lead: Led 2-person team, designed & implemented OCM strategy, assessed impacts, engaged stakeholders, planned & developed communications, and
designed training aids. Result: Rollout of blended global T&E policy. Industry: Biopharmaceuticals /
Pharmaceuticals.
Post-Acquisition Communications – Communications Specialist: Developed communications toolkit with phase based templates for post acquisition integrations. Result: Communication Toolkit for smoother post-acquisition integration. Industry: Insurance Brokerage / Risk Management Services.
Post-Acquisition HR Redesign – HR Transformation Lead: Led global HR team to redesign processes & complete gap analysis for recruitment, onboarding, status change, rewards & recognition, and terminations. Result: Several HR processes updated for cross-company alignment. Industry: Management Consulting.
Global Post Acquisition Integration – HR Transformation Specialist: Analyzed current state data and developed people focused strategy deliverables & project charters. Result: People integration strategy, including
recommendations for future initiatives to support integration. Industry: Management Consulting.

Business Transformations & Redesigns

Business Transformation – Business Strategist: Partnered with Division President to drive business efforts, build a burning platform, and develop a governance model. Result: Elevated sponsorship, expanded program, and program governance model. Industry: Commercial Real Estate Services.
Global Sourcing Changes – OCM Strategist & Specialist: Partnered with Division VP to build a burning platform, assessed impacts, and planned & developed communications. Result: New global sourcing model across three service areas. Industry: Pharmaceuticals.
Department Business Redesign – Business Strategist: Mapped current & future state processes, facilitated process redesign workshops, and completed gap & responsibility analyses. Result: Structured approach to manage internal SharePoint support requests. Industry: Food & Beverage Manufacturing.
Philanthropic Design for Educational Programs – Business Strategist: Led business strategy development, conducted audience & competitive analysis, and designed process maps & role definitions. Result: Business
Operation Model for piloting a Education Program to serve underrepresented groups. Industry: IT Trade Association & Professional Certification.
Business Strategy Realignment – Business Strategist: Redefined goals, objectives, & KPIs, aligned initiatives to strategy, and developed communications & stakeholder surveys. Result: Delivered findings & recommendations
used in executive business planning decisions. Industry: IT / Computer Hardware.

HR Transformations & Redesigns

HR Redesign – HR Transformation Lead: Led process redesign & OCM efforts for UltiPro software
implementation for HR, Benefits Administration & Payroll. Result: Rollout of UltiPro HR, Benefits Administration and Payroll modules. Industry: Management Consulting.
HR Redesign – OCM Specialist: Developed communications, training strategy, & impact assessments, and partnered with Labor Relations. Result: HR Employee Self-Service and Manager Self-Service, as well as
automated time & attendance tool. Industry: Energy / Utilities.
Organization Redesign – Organization Design Team Member: Assisted with organization assessment & design
including future state model & role definitions. Result: Current state assessment, future state organization model, role
definitions, and migration plan. Industry: Entertainment & Media.
HR Redesign – HR Transformation Specialist: Conducted stakeholder & current state analysis, designed future state PeopleSoft hiring to staffing processes & HR roles, developed change guides and training. Result: Rollout of new
hiring-to-staffing model. Industry: Management Consulting.
HR Strategic Redesign – HR Transformation Specialist: Developed four HR transformation value propositions using current state analysis, stakeholder interviews, and Saratoga benchmarking. Result: Four HR Value Propositions. Industry: Telecommunications.
HR Strategic Redesign – HR Transformation Team Member: Benchmarked bestin class HR practices and helped develop HR strategic service delivery plan, validated by multi day design workshop. Result: HR modernization strategy. Industry: Computer Storage / Data Storage Technology.
Post Merger Integration & HR Strategic Redesign – HR Transformation Team Member: Helped develop current & future state HR organizational charts & value propositions for proposed changes. Result: Drafts of HR Value Propositions and revised HR org charts. Industry: Higher Education.
HR Strategic Redesign – HR Transformation Team Member: Helped develop HR strategic plan, informed by benchmarking, customer focus groups, & process analysis. Result: HR Modernization strategy. Industry: Financial Services.

IT Transformations

Post IT Reorganization & Outsourcing – OCM Strategist & Specialist: Guided leadership through IT reorganization / outsourcing. Facilitated business impact analysis & workshops and development of IT operating
model, as well as planned & executed communications. Result: Shift to new IT operating model. Industry: Commercial Vehicle Manufacturing.
IT Transformation Program – OCM Program Strategist & Specialist: Developed & executed OCM strategy for major IT modifications across 10 application redesign teams. Result: Rollout of revised IT operating model.
Industry: Spirits / Alcoholic Beverages Manufacturing.
IT Platform Standardization – OCM Lead: Managed 3-person team, led change network, planned communications, developed communication deployment templates & readiness checklists, and completed IT policy impact assessment. Result: Stable, modern, standardized IT platform through updating and centralizing IT infrastructure, processes, applications & devices. Industry: Airlines / Aviation.
Business Intelligence – OCM Strategist: Assessed and developed OCM Strategy for data analytic reporting changes. Result: OCM Strategy with timeline & resources. Industry: Fleet Management / Mobility Solutions.
IT Resource Assessment – OCM Specialist: Conducted needs analysis through stakeholder interviews, developed
Communications Plan, and assisted with current state process validation. Result: Skills gap analysis of IT employees. Industry: Telecommunications.

Enterprise Resource Planning (ERP) / System Implementations

ERP Modernization Program – OCM Program Specialist: Replaced Oracle Suite with Microsoft Dynamics 365
& other apps using agile principles. Directed OCM consulting team, partnered with offshore implementer, assessed
impacts, and designed training. Result: Launch of modern IT platform, strengthened member services, and improved efficiency. Industry: Healthcare / Medical Professional Association.
Custom-Built System Rollout – OCM Strategist & Specialist: Led OCM efforts, including project visioning, leadership alignment, stakeholder analysis, communications, change network, readiness assessments, and training. Result: Rollout of custom system with 10+ daily submissions, $1M+ GWP bound in three months, and 90%+
adoption survey. Industry: Insurance Brokerage / Risk Management Services.
IT Software Reinforcement – Communications Specialist: Developed & delivered communications to reinforce
system functionality, including security, Windows 10, and Office 365 updates. Result: Increased user adoption of new & enhanced technologies in daily operations. Industry: Commercial Real Estate Services.
ERP Transformation Program – OCM & Process Redesign Program Lead: Led 10-person team, directed OCM & process redesign for Oracle Suite implementation. Result: Rollout of Oracle with increased member satisfaction, optimized processes, and standardized technology. Industry: Healthcare / Medical Professional Association.
ERP Implementation – OCM Specialist: Mobilized a change network, conducted impact assessments, and developed end user adoption & training plan. Result: Rollout of Dynamics GP to improved system utilization and
reduced order to invoice cycle time. Industry: Environmental Services.
ERP Implementation – OCM Specialist: Led end to end OCM, including executive visioning, stakeholder engagement, training, and post go live support. Result: Rollout of Dynamics GP Purchasing and Finance modules.
Industry: Transportation & Logistics.
ERP Implementation – OCM Specialist: Delivered communications, conducted roleimpact analysis, defined
training needs, and developed macro process flows. Result: Rollout of Oracle for contract warranty inquiries, enrollment, changes & billing. Industry: Utilities / Energy Services.
ERP Implementation – OCM Strategist & Lead: Managed a 3person team, assessed needs, and developed & implemented a tailored OCM strategy with timelines & resourcing. Result: Rollout of SAP Finance, HR, & Payroll modules. Industry: Higher Education.
ERP Implementation – HR Transformation Team Member: Acted as subject matter expert for HR process changes, led career event impact assessments, and developed executive change leadership communications. Result: Rollout of PeopleSoft with employee & manager self service (ESS/MSS) and consolidated two HR service centers into one. Industry: Pharmaceuticals / Biopharmaceuticals.
ERP Implementation – OCM Specialist: Developed OCM components of a Learning Assessment, including managed OCM interviews & focus groups and developed key OCM findings and recommendations. Result:
Rollout of PeopleSoft. Industry: Food & Beverages.
ERP Implementation –OCM Strategist & Lead: Led a 10 member consultant & client team, assessed needs, and developed & implemented a tailored OCM strategy with timelines & resourcing. Result: Rollout of Oracle Financials and HR modules. Industry: Public Transportation / Mass Transit.
ERP Implementation – OCM Strategist & Specialist: Delivered an integrated OCM approach across three client divisions, including communications, risk mitigation, job redesign, & post implementation support. Result: Rollout of SAP across three divisions. Industry: Automotive Manufacturing.
ERP Implementation – OCM Strategist & Specialist: Conducted change readiness assessments via surveys & interviews, implemented communications & change networks, and facilitated business impact & risk mitigation
workshops. Result: Rollout of SAP. Industry: Industrial Equipment Manufacturing.
ERP Implementation – Communications Specialist: Led change communication efforts across initiatives, including SAP rollout. Result: Rollout of IT / SAP changes. Industry: Utilities.

Contact Davies Winyard Associates, LLC.