Meet the Expert
Managing Partner, Strategic Insights
- Co-founder of Strategic Insights, with more than 30 years of expertise in strategic intelligence, general management consulting and financial management.
- Has led numerous client engagements in North America, Latin America, Europe and Asia focusing on strategy, market positioning, competitive intelligence, benchmarking, organizational effectiveness, and process improvement.
- Expertise spans multiple industries including: energy, franchising, financial services, health care, process manufacturing, consumer products, pharmaceuticals and telecommunications.
- Prior to co-founding Strategic Insights, was a Practice Leader for Business Intelligence Services at Kroll Associates and Citigate Global Intelligence.
- As the former president of BACK Management and Taylor & Company, helped clients improve their competitive positioning, exploit strategic advantages and identify potential merger and alliance candidates.
- At Cresap, a Towers Perrin Company, was a Vice President Global Practice leader.
- At the outset of his career, consulted on accounting systems, mergers and acquisitions and foreign business practices for U.S. and foreign clients at Arthur Young & Company (now Ernst & Young).
- Frequent conference leader and speaker for several industries and associations including: EXNET/Management Exchange, Edison Electric Institute, Planning Forum, United States Telephone Association, and American Management Association.
Session Packages from $600
Your Expert Package Includes:
- All 7 Best Practices
- Pre-Call Discovery Process
- One-on-One Call with Expert
- Session Summary Report
- Post-Session Engagement
Companies that excel in the domain of competitive intelligence tend to have the following characteristics:
- A central point, at either the corporate or division level, where information from the outside world is evaluated and conveyed to the wider organization.
- Required skill sets within that group include:
- Lateral thinking skills similar to those in a strategic planning function.
- An ability to draw together what appear to be disparate pieces of information to create scenarios that explain what is actually occurring within a competitor's organization or within a given market.
- Ability to see across a broad number of manual disciplines from finance, to sales and marketing, and the ability to synthesize the perspectives of these disciplines in an integrated fashion.
- Individuals in this role may take on operating management positions as they develop because these roles tend to call for similar skill sets.
The Mechanics of Competitive Intelligence: Skills