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Text Content
Skip to content Menu * Information * Our History * Mission * Offices * Close * Services * Corporate Training * Standard Programs * Bespoke Programs * Training Process * Close * Clients * Client Profile * Client List * Industry Sectors * Client Testimonials * Close * People * Consultants * Learning Providers * Appleton Greene * Consulting Companies * Close * Locations * The Americas * Head Office * United States of America * Canada * South America * Europe * Europe * Switzerland * Asia * Middle East * India and Pakistan * China * Japan * Far East * Other * Africa * Australasia * Close * Publications * Customer Service * e-Business * Finance * Globalization * Human Resources * Information Technology * Legal * Management * Marketing * Production * Close * Contact * Search Consultants (CLP) (CIH) Technology Invoked Change TECHNOLOGY INVOKED CHANGE The Appleton Greene Corporate Training Program (CTP) for Technology Invoked Change is provided by Mr. Horrocks Certified Learning Provider (CLP). Program Specifications: Monthly cost USD$2,500.00; Monthly Workshops 6 hours; Monthly Support 4 hours; Program Duration 12 months; Program orders subject to ongoing availability. CLIENT PROGRAM ORDER (CPO) FORM – TECHNOLOGY INVOKED CHANGE * PERSONAL PROFILE * (CLP) PROGRAMS * EXECUTIVE SUMMARY * CURRICULUM * PROGRAM OBJECTIVES * METHODOLOGY * INDUSTRIES * LOCATIONS * BENEFITS * TESTIMONIALS * PERSONAL PROFILE PERSONAL PROFILE Mr Horrocks, M.SC, B.Eng., C.Eng. has had a long career dealing with technology in various industries beginning in his early years as an engineer with the application of computers to machine tools both in structural Analysis and automated tool changing. His development with technology has followed both the computer-based developments through CAD, CAM, CIM and robotics to materials such as carbon fibre and the use of lightweight metals. He has been in the vanguard of introducing critical technology applications, such as low-power lasers for aligning machine tools to applying visual simulation techniques for assessing manufacturing lines and warehouse design. As the technology matured, Mr Horrocks moved from the technical design to implementation, exploring why seemingly good projects and technologies failed. This led to change management and the impact that technology has on both people and processes. Mr Horrocks began his career in machine tools after taking a mechanical engineering degree and a master’s in machine tool technology, focusing on designing future machine tools, for example, replacing cast structures with fabricated ones. This is Mr Horrocks’s genuine interest and capability in analysis and using computer tools to provide data for decision-making. Mr Horrocks next career move was into production consulting, analysing, and improving production processes. Gradually Mr Horrocks became engaged in computer systems for design, process planning, and commercial processes, covering designing new applications and supporting customers with their implementation. Implementation work developed from training on new transactions and data migration to helping the organisation through the required change. Again, this aligns well with Mr Horrocks’s natural disposition to create solid personal bonds, building strong customer trust. • Depth of research • Depth of experience • Ability to relate customer situation to his experience. • Anecdotal capability • Simplifying tools and examples • Good presentation skills • Has undertaken the work personally within a wide range of industries and company profiles. Mr Horrocks delivers engaging workshops and support materials; his rich tapestry of experience across different industries, company sizes, cultures, and ownerships enables him to relate to each client’s unique situation quickly. His style enables him to challenge management teams and proffer solutions when they appear stuck, changing the status quo. Mr Horrocks brings leading-edge tools that provide insights and vital decision-support information. Mr Horrocks has a lengthy mentoring background and is an experienced exponent of the art through online mediums. To request further information about Mr. Horrocks through Appleton Greene, please Click Here. -------------------------------------------------------------------------------- * (CLP) PROGRAMS (CLP) PROGRAMS Appleton Greene corporate training programs are all process-driven. They are used as vehicles to implement tangible business processes within clients’ organizations, together with training, support and facilitation during the use of these processes. Corporate training programs are therefore implemented over a sustainable period of time, that is to say, between 1 year (incorporating 12 monthly workshops), and 4 years (incorporating 48 monthly workshops). Your program information guide will specify how long each program takes to complete. Each monthly workshop takes 6 hours to implement and can be undertaken either on the client’s premises, an Appleton Greene serviced office, or online via the internet. This enables clients to implement each part of their business process, before moving onto the next stage of the program and enables employees to plan their study time around their current work commitments. The result is far greater program benefit, over a more sustainable period of time and a significantly improved return on investment. Appleton Greene uses standard and bespoke corporate training programs as vessels to transfer business process improvement knowledge into the heart of our clients’ organizations. Each individual program focuses upon the implementation of a specific business process, which enables clients to easily quantify their return on investment. There are hundreds of established Appleton Greene corporate training products now available to clients within customer services, e-business, finance, globalization, human resources, information technology, legal, management, marketing and production. It does not matter whether a client’s employees are located within one office, or an unlimited number of international offices, we can still bring them together to learn and implement specific business processes collectively. Our approach to global localization enables us to provide clients with a truly international service with that all important personal touch. Appleton Greene corporate training programs can be provided virtually or locally and they are all unique in that they individually focus upon a specific business function. All (CLP) programs are implemented over a sustainable period of time, usually between 1-4 years, incorporating 12-48 monthly workshops and professional support is consistently provided during this time by qualified learning providers and where appropriate, by Accredited Consultants. -------------------------------------------------------------------------------- * EXECUTIVE SUMMARY EXECUTIVE SUMMARY TECHNOLOGY INVOKED CHANGE Implementation of any form of technology comes with a unique set of challenges ranging from validating the type and condition of technology to be implemented to extracting the value promised. Technology Invoked Change brings together best practice tools and techniques that enable management teams to maximise the success they can extract from any project. Throughout the course, the emphasis is placed as much on the people and process aspects as much or more than the technology; because no matter to what level of automation is being implemented, there will be underlying processes with associated business rules and some interaction between the technology and a human being. Each course module will reinforce the People-Process-Technology mantra to become second nature to all students. We guarantee that you will become better equipped to manage technology projects and the resultant change without the need to understand how the technology is built and implemented. How do we feel confident we can guarantee this outcome? In all technology projects, there will be a level of technical skill required, which will likely be beyond your reach as business leaders. Therefore, can you still lead the project? Applying the correct management principles in engaging with external suppliers, employing technical support personnel, and selecting technology. Jeff Bezos is an excellent example of someone who has successfully employed and developed leading-edge technology with a high-level technical background from college only, from customer portals for managing orders and reviewing purchased history to the use of AI to suggesting other purchases to warehouse robotics and virtual shops performing pick and despatch functions. Insert jeff bezos’s profile. By focusing more on people and process change aspects, leaders can effectively manage the project implementation by challenging technologists to demonstrate how they will deliver a solution to the processes defined and the impact on the roles and responsibilities of people. The benefit is greater confidence in discussing requirements with technicians and, with tools learned later in the programme, higher levels of capability in managing projects. Managing the scope of technology implementation is fundamental to project success measured in scope creep, unnecessary developments, cost, and time overruns. By focusing on processes and applying techniques enabling the evaluation of any change introduced through technology, leaders can challenge the internal team and the technology vendor. Extending these techniques beyond the high-level process view to features and functionality analysis provides a robust basis for decision-making. The ability to understand processes that drive the business, the impact that technology can have, and at what cost strengthens an executive’s position within the team and in the eyes of the vendor. It enables the executive to make better decisions in selecting the technology and the implementation partner. Understanding how the technology will transform the company’s position vis-a-vis the market requires insight. Using a company’s resources at its disposal, in many cases at little cost, can provide the backbone of horizon scanning in terms of technology that might apply to the business. Coordinating inputs from salespersons, internal suggestions, customer complaints and surveys, and competition analysis with some basic research in market journals, maybe combined with liaisons with research institutes, will provide a rich vein of information to drive creativity. We will discuss how to productionise this effort to manage the information into coherent opportunities. The course will help executives review and outline their process and apply measures to ensure it is managed and operated to benefit the company. It will identify key innovations to help achieve the strategic goals and avoid costly mistakes. Horizon-scanning: how to plan for alternative business futures Wilson Wong CIPD www.cipd.co.uk Executives need to be sure that projects that they back with resources move the company forward in terms of the market, such as improving the customer experience, making the company more competitive and improving the engagement and retention of staff. During the course, we examine how defining the criteria relating to the strategic alignment of projects can help assess fit. Then, add other dimensions, such as resource requirement and returns on investment, enabling executives to contrast and compare outcomes and make more robust decisions. Closely coupling this process with market research helps avoid disasters like Web Van. (Webvan was one of the first online grocery stores and is among the most famous Dotcom Bubble busts. The company raised nearly a billion dollars from investors but went bankrupt after two years of operations. Webvan’s strategy of “growth at any cost” was characteristic of many failed Dotcom Bubble companies. Courtesy of Street Fins) Webvan: The Dotcom Bubble’s Biggest Bust | StreetFins®. www.streetfins.com … more match the success of Deliveroo; “It met a classic untapped need,” he said. “The growth from the very early days was viral and customer-driven.” “The Founder executed his plan for Deliveroo extremely well by paying attention to the big picture and the little details. And he brought in the right people.” Courtesy of London Business School Previously business success could be measured through product and service quality, operational cost management, innovation and supply chain robustness. Now the impact of the environment and climate change has added another dimension. According to the Harvard Business Review, leading advocates in developing countries vividly demonstrate that trade-offs between economic development and environmentalism aren’t necessary. Instead, the pursuit of Sustainability can be a powerful path to reinvention for all businesses facing limits on their resources and their customers’ buying power. Understanding how a sustainable approach can lower costs, improve yields, and build new business models that are challenging to emulate will be vital to driving future business performance improvement. Broadening the standards addressed beyond quality control to embrace Sustainability and environmental legislation should be integrated into the technology and implementation plan. The course will demonstrate how these standards can be applied to idea generation and development and new business models; and how the new frameworks will provide frameworks for measurement and management. Typical results quoted by BSI are: • 63% attribute direct cost savings to ISO 14001 • 74% report improvements to their corporate reputation • 76% improve their compliance • 61% report higher morale among staff www.greenjournal.co.uk To successfully implement change, whether driven by technology or not, it has long been recognised that executives need to articulate their vision for the business and demonstrate their commitment to change with specific actions to contribute to change. During the course, we ask the business executives to propose a project to exercise these skills and support with tools such as the Business Model Canvas and Target Operating Model to distil the essence of the future state. As we move through the course, the vision will change due to internal and external factors requiring review and recommunication. Stakeholder management and tools to support different forms of communication depending on the audience will discuss and practice along with case-studies from good storytellers and visionaries such as Jack Welch (GE), Steve Jobs (Apple), Jim Ratcliffe (INEOS) and others. The course will also examine how it is essential for a senior executive, not just the CEO, to provide a vision for your team that connects with the overall vision. As well as embracing stakeholder communication, we will demonstrate the importance of training for all staff so they can comprehend and contribute to the change. These programmes are a good vehicle for upskilling employees in decision-making, problem-solving and team leading, for example. Reviewing the development of online training resources and virtual collaborative working environments will show these technologies help to facilitate better educational success leading to greater acceptance and implementation of change and enabling staff to learn at their own pace using collaboration with colleagues to resolve their understanding. Digital technologies have rapidly transformed the information landscape, particularly over the last 20 years, from design technologies such as 3D and printing to intelligent phone-based applications. The graphic below shows the growth over the previous seven years leading to 30% more IT professionals expecting a permanent transformative change in the next 12 months (2022), up from less than 15% in 2021. One of the transformative technologies that have become embedded in high-value and complex manufacturing has been coined as ‘digital twinning’, which started in automotive engineering and aerospace and has been rapidly adopted across construction and maritime industries. We will demonstrate how this is being applied now in implementing change. We explore the application of digital technology in process modelling, not just static diagrams but also hierarchical models that can be flexed with analysis tools such as ‘lean’ and ‘customer experience’ and then tested. Visual industrial simulation was one of the first technologies to be applied, enabling engineers to share large-scale automation on a screen with executives and facilitate operational experiments. This can be replicated in administration processes that are difficult to imagine. As an executive getting closer to the front line, understanding the impact and benefit of change will provide greater confidence and confirm the support required for success. Explain this diagram more by breaking it up. Thus the ability to visualise the new business at the process level confirms the need for training across the enterprise. Building tailored training curricula is quick and easy with the tools and techniques online by understanding your company’s culture and existing skill levels and identifying internal change agents. The ability to implement the change internally is fundamental to its Sustainability and speed of application. It will also facilitate the ability to reduce the external costs of implementation. Successful implementation of technology will require detailed project management of both the technology and the internal change; project management must combine both elements and require an internal resource to face off with any partners. Understanding the critical project management principles enables executives to fully engage Project managers in conversation, understand reporting outcomes, and be aware of requests made to make changes. The benefit will be more honest reporting and less overrun regarding time and resources. Technology implementations must be measured regarding corporate and personal (staff) benefits. Selecting the correct measures and a timescale of realisation will be shown to be part of the project management portfolio as part of the plan relating to how the technology will impact the business process model. Alongside using Project management skills, we will explore how Process Ownership will be a vital element of this and how as an executive, you can re-align your management team from departmental silo management to end-to-end processes and apply appropriate key performance indicators. Target Operating Models, in this instance, can help with the ongoing visualisation of how the business will look and feel in the future. Using the examples of the End-to-End processes modelled as part of the Business Process Modelling exercise, we can align these with business roles to flesh out the Target Operating Model and then overlay this with the Organisational Command and Control system. This will enable the executives to explore resource management and process measurement issues. -------------------------------------------------------------------------------- EXECUTIVE SUMMARY – KEY POINTS Technology Leadership and technical skill The learning in this module is that to lead a technology project, business leaders need a level of understanding to manage technical experts and the impact of the technology in terms of people and processes. Cartoon using clip art of different skills Potential example Jeff Bezos Scope of Technology Implementation This learning is focused on the process that management can use to evaluate the scope and type of technology; when considering digital-based technology, typically such as integrated or ‘best of breed’ solutions. For other technologies, the decisions will focus on features and functionality. Horizon scanning using customers and competition To be able to lead and select technology, this learning explores market research and the need to manage this process well and integrate all the possible sources, including staff, public information, competitor analysis and customer feedback. How in non-digital areas, links with suitable research bodies can be vital. Market Research should be continuous and agile to react to market and industry changes. Managing external resources can also be critical to this being successful. Diagram showing how the different sources can be melded and analysed Fact from an Article from Wilson Wong CPD expert Relate technology impact to the market. Application of technology can be seen as a ‘me too’ or vanity project; the implementation of technology must be seen in terms of business performance, be it market share, improved margin or new market development. Learning how to evaluate opportunities and rank alternatives objectively is part of this module. Diagram reflecting the impact on costs and timescales of both good and bad decisions Examples such as Web van (poor) and Deliveroo (good), plus the use of the J curve Impact and Sustainability Businesses are also now judged, as well as costs and benefits that can be measured quantitatively. Their approach and implementation of social and environmental actions can impact their performance. Understanding the impact of new standards and also customer reaction/intentions. This requires other forms of research and horizon scanning in legislation and the political landscape. Examples of achieving standards include B Corp and abstracts from an HBR article on how Sustainability can impact profitability. Visioning and storytelling of the future state This learning focuses on articulating the introduction of any new technology and the associated changes from a business and personal point of view. Capturing the need to embrace and demonstrate commitment and participation in any changes. Examples of good storytelling executives are Jack Welch, Steve Jobs, Jim Ratcliffe. Training and communications with all staff on the change Training must be considered in the round, not just in the technology, system or process but in new skills. This level of disruption can provide a perfect backdrop for broader training objectives and general upskilling of staff. Measuring organisational capability in these terms will enable a better focus on its implementation and outcomes. Digital transformation integrates and demands process understanding. For example, the rapid development of digital technologies and sustainable materials means that leaders can get paralysed in their decision-making due to a fear of making the wrong choice. To mitigate this, learning to be able to understand the business process model, how you can flex it, and the impact in terms of people and process, as in other areas of design, system design is best done with a digital twin of the real world, provides a platform for meaningful exchange between process operators, their managers and business managers. Diagram/picture of a digital twin process model. Extractions of Models, maybe Digital transformation requires process agility and no residual change resistance. Faster technology development leads to a need to review processes more regularly and to have an open mind on change. Developing the internal change capability across several skills becomes fundamental in managing costs and making any change proposed more acceptable and sustainable. Digital is making transformation quicker than ever, demanding fast and robust decision-making. Decision-making during a business transformation involving technology will be required at all levels; appropriate tools and how to use them will be essential parts of the training programme and must be married with proper levels of responsibility/mandates to reduce the traffic of decisions being passed up the organisation. Cartoon of words of typical decision support techniques. Tech target facts on the pace of Change in Digital Internal project management is needed despite any technology partner plans Project Management can be delegated either consciously or not to the primary provider of the technology. As internal resources will inevitably be employed, management needs to ensure that internal resource constraints are integrated into the external partner’s plan. Understanding the project management principles and applying the correct level of control is vital, mainly in reporting progress. Clipart of project timeline. Project management must embrace both change and technology implementation. As stated above, the close integration of technology and change (related to people and process elements) is vital to enable successful implementation. This can be achieved through integrated or individual plans with recognised touchpoints. There are several Project Management tools, so close coupling might be challenging. The minimum integration will be through regular reporting on progress, issues, and risks. Assess set targets and monitor benefits. The final focus is defining the most appropriate measures as Key Performance Indicators (KPI) to measure the project, ensuring both leading and lagging indicators. As for applying these, it is helpful to understand that these measures are not predictable. Therefore, tolerance levels around the chosen criteria will allow market and environmental changes. The quality control approach also ensures that reporting can be more honest. The diagram of how this might work for a particular measure Use of balanced scorecard examples -------------------------------------------------------------------------------- PROCESS OUTLINE Process of development to effectively implement technology 1. Technology Impact/Pace 2. Identifying suitable Applications 3. Building Technology Leadership Capability 4. Understanding the impact 5. Process model, design and management 6. Change Management 7. Change Leadership 8. Technology Vendor Selection 9. Business Case 10. Change & Implementation Planning 11. Implementation Management -------------------------------------------------------------------------------- * CURRICULUM CURRICULUM TECHNOLOGY INVOKED CHANGE – PART 1- YEAR 1 1. Part 1 Month 1 Technology Development 2. Part 1 Month 2 Technology Identification 3. Part 1 Month 3 Technology Leadership 4. Part 1 Month 4 Analysing Impact 5. Part 1 Month 5 Business Process Models 6. Part 1 Month 6 Managing Processes 7. Part 1 Month 7 Change Agenda 8. Part 1 Month 8 Technology Selection 9. Part 1 Month 9 Business Case 10. Part 1 Month 10 Establishing KPI’s 11. Part 1 Month 11 Change Management Plan 12. Part 1 Month 12 Change Leadership -------------------------------------------------------------------------------- * PROGRAM OBJECTIVES PROGRAM OBJECTIVES The following list represents the Key Program Objectives (KPO) for the Appleton Greene Technology Invoked Change corporate training program. TECHNOLOGY INVOKED CHANGE – PART 1- YEAR 1 The program’s mission is to: 1. Embed a process within the organisation to effectively manage selecting, purchasing and implementing technology within the business. 2. Build the Competence of business leaders to identify technology, select appropriate vendors and manage their teams and vendors in its implementation. 3. Build communication and listening skills across the business so that the rationale for change and its benefits are fully understood, and buy-in is achieved with most staff. 4. Build support processes in areas such as horizon scanning. 5. Developing a project portfolio process that embraces not just the digital aspects in the process but those applied to sustainability and appropriate products/services, which might include. 6. Provide a suite of tools and templates that speed up decision-making and remove any subjectivity. 7. Introduce key techniques that make the capturing, analysing and remodelling processes faster and easier to assimilate. 8. Promoting the concept that there is a need for a core team of staff across all levels of the business that are skilled in change tools and techniques. 9. Developing the project and programme management capability to the point of establishing a Project Management Office for larger projects and continuing developments. 10. Embedding a benefits assessment and monitoring process that operates with traditional return on investment analyses and can be tracked back to actions undertaken as part of the implementation and adoption of technology. 11. Implementing or improving the balanced scorecard approach to ensure the value of any technology is correctly measured, and plan adjustments can be implemented rapidly to effect the outcome. 1. Part 1 Month 1 Technology Development – Examining the history of technological innovation from the early industrial revolution through process analysis and improvement to digital transformation. Looking not only at the speed of development and adoption but the impact on workers involved in the implementation. Understanding the lag between the performance of the technology and the support given to employees and, latterly, the transformation of the world of work challenges the way we think about the social fabric of society as the level of manual tasks falls rapidly, and our lives become digitally transparent. How we have adopted and applied technology is the result of several factors, including but not exclusively the perceived threat to our livelihood, how the technology is presented in terms of ‘what is in it for me and finally, what will be the impact on my community and more latterly the impact on the planet. Exercises can include a self and company technology adoption and target questionnaire. 2. Part 1 Month 2 Technology Identification – The application of technology requires a clear strategy from a business and technology perspective. To gain a clear view of the vision of the future, the company should constantly be scanning the horizon across markets, industries, customers and competition. Gathering intelligence needs to be structured so the results can be presented in an easily digestible form to enable any decisions to drive the company towards its short- and long-term objectives. In broad terms, these objectives include a number of the following Market Growth, Improved Profitability, Increased Sustainability and Higher Productivity. As businesses cannot manage all objectives simultaneously, these may be weighted to facilitate scoring individual or combination strategies. Alongside the setting of the business strategy, the technology strategy will be an enabler; this also requires intelligence gathering across subjects such as materials development, digital automation, mobile devices, service provision and process automation. The story of new management techniques will also impact the application of technology and its success rate. Business transformation will require senior management to understand the business model well. Developing a digital twin base on End-to-End processes provides an unambiguous definition of how the business works and where there are opportunities for improvement and change. 3. Part 1 Month 3 Technology Leadership – Following the identification of the potential technologies that meet the strategic objectives, Leadership will need to be shown in selecting and implementing the identified technologies. Several key areas need to be addressed, including; Communication of the vision, Identifying and building a change cohort, and Allocating process and data ownership. Communicating the vision requires skills in storytelling and the ability to address the ‘what is in it for me?’ question that will be on all management and staff minds. Delivering a vision with passion and drive helps to cement commitment and motivation to change. Building a change cohort will need business leaders to create a balanced team and train them in crucial change management skills such as problem analysis, Lean analysis, decision making, solution definition and communication—the latter both internal and external. The critical part of any technology-invoked Change will be the impact on the business processes and the need for more automation to be introduced to manage the data. In both these cases, ownership will be essential, as will the application of targets for performance. As technology implementation tends to be transformational regarding employees’ daily tasks and responsibilities, leaders must recognise that demonstrating their ability to change is at the vanguard of their behaviour. Understanding any technology in depth requires study and application and, in most cases, across more than one discipline; therefore, the ability to source, select and manage the right technology partner will be critical, requiring a robust process that not only validates the technical capability but also ensures a good fit culturally. 4. Part 1 Month 4 Analysing Impact – To correctly assess how and when to implement the chosen technologies, management must evaluate the impact on processes, the staff undertaking them, or the customer. The effect should be assessed from both a qualitative and quantitative perspective to enable an estimate of the Return on Investment, balancing costs against benefits. The starting point is to review and understand your business process model; ideally, this should use tools as discussed in the next module, which provides a digital twin of the business and can support scenario testing of potential changes. Assessment at this level will look at several criteria, such as the customer experience for outward-facing delivery processes; lean analysis reviewing the added value or not of procedures and streamlining when processes have become poorly designed over many years. In that case, we might examine how the present organisational structure creates silos and poor performance. A robust analysis will review the costs of change and the potential benefits and ensure that the changes are implemented in a sequence that aligns with achieving the Critical Success factors defined by the future vision. Impact on processes can be qualitatively assessed by reviewing the effect against criteria such as Displaced Costs, Improved Productivity and Increased Revenue and ranking the mark in terms of its difficulty to implement. This will be affected by the level of resistance to change and the degree of influence the company will have over the preferred outcome. Alongside this analysis, the impact on staff is essential, and this relates to their role in the business, the tasks they will be performing and any changes in responsibility. 5. Part 1 Month 5 Business Process Models – As described in module 4, understanding and testing business models is vital when undergoing transformation programmes. It is a proven fact that poor implementation of process change required when introducing technology such as Enterprise Resource Planning software can have devastating and expensive long-term effects. Using technology to help negate these results can be achieved using digital models. This has been called ‘digital twinning’ and began in automotive manufacturing first and has now become synonymous with aerospace and complex new concepts, mainly where they are disruptive. Process models drive end to-End thinking, encouraging the management to change their focus from the organisational design, which tends to reflect the command-and-control elements of the business, not the delivery of products and services to customers—thinking about ‘What’ the company does and ‘Why’ before detailing “how’ the company does things will support the question of both the organisational structure and business rules. During the ‘What’ we do analysis, we examine how these processes are managed in terms of both who is in the organisation and against what targets. Using a digital model also permits better analysis from both the lean and customer experience perspectives. Completed digital models can provide repositories for work instructions and as documentation to support various ISO standards; used for training and induction. Making it available on the internal system means it will be maintained constantly instead of to satisfy periodic inspections and certifications. 6. Part 1 Month 6 Managing Processes – This element of managing change driven by the introduction of technology first requires understanding the quality and performance of processes, second the potential for improvement and how technology can be applied, thirdly what impact is on staff, how this can be mitigated and finally, how to manage the processes in the future. Business process models enable us to manage the ASIS and TOBE state for comparison and analysis; analysis will take the form of lean and customer experience. Taking a Lean approach will examine processes and process steps from the point of view of added. By identifying low or non-added-value processes, management can change to process structure to remove these or apply automation to reduce or remove the human element. Customer Experience approaches process analysis by examining the process steps against three criteria; moments of truth which usually is the first point of contact between the customer and the company, and does this give a good first impression. The second looks at the impact business rules that enact processes have on a customer’s experience. Finally, we review handoffs between departments, called breakpoints, where customers can find themselves stuck or delayed. Both techniques highlight over-complex processes and help thinking on streamlining and automation. Using cross-functional teams helps understand business rules and departmental/functional handoffs. Innovation in the customer experience space might relate to Empowering them to do more within the sales process, introducing Sustainability to the process and finally, making the process Efficient. Training internal teams to do this work means building a toolset to address techniques such as Brainstorming, decision-making and innovative thinking and bringing technology forward within the creative thinking like Robotic Process Automation or Integrated Solutions such as ERP. Once the analysis is complete, staff should be capable of presenting the findings to their peers and articulating the vision. The modelling of the processes enables management to understand resource impacts from several angles more fully; Skill profile, Capacity, Data and decision-making responsibility. Using this information provides insight into manning, training, and organisational structure. In parallel, we look at process KPIs and ownership, divorcing the end-to-end process management from resource pools within the command-and-control system required to deliver resource management, including reward and recognition, training, and absence/vacation. 7. Part 1 Month 7 Change Agenda – Following the process analysis covering the process, staff impacts and potential technology implementations, the requirement is to combine these into a coherent plan with the appropriate change management actions to support them. Typically we will pull together listed by the process; Problem, Chosen Solution, Technology to be applied, Staff actions such as re-training, job role and counselling. Compiling these activities will enable us to align appropriate change management techniques for communicating the vision, consulting on the job and organisational changes developing and delivering training courses and new work instructions. Technology at this point will be defined at a high level to select the specific technology, and any delivery partner will require the creation of an internal team representing the functions impacted and a robust process for defining the functionality, reviewing potential solutions and partners, arranging demonstrations and building a business case. Successfully developing and managing the agenda will require us to manage all the stakeholders, from staff to shareholders, with communication tailored to suit the audience regarding content and frequency. Capture all the proposed changes, measure the impact and benefit, and apply early project/programme management techniques. These will include timeline and dependency planning, risk management and assessing each area under change for their readiness. 8. Part 1 Month 8 Technology Selection – Successfully implementing any technology will require a clear statement of requirements matched to the strategic need compiled by the business areas to which the technology will be applied. Managing the selection will require the high-level functional statement to be converted to ‘Use Cases’, which describe how any specific process will use the chosen functionality. Using Use Cases enables staff executing the process to test the functionality. By understanding the process at this level, management can also establish the weighting of the process to the strategic impact. Managing the scope of technical programmes and understanding the level of integration required as software becomes more of a commodity process management can be achieved with single applications or combining ‘best of breed’. During the evaluation process, we must objectively assess the performance of the technology in terms such as User Interface, ease of adoption and access to information. As any technology application will involve a partner, considering the inevitable internal disruption requires that there needs to be consideration of the match to the company’s cultural norms. Finally, costs are easily measured and must be offset by the potential benefits; an executive assessment of benefits will also leverage the processes used to define the use cases. A robust evaluation will account for different categories of benefit from displaced costs, improved productivity and increased revenue; also aligned to how easily the benefit can be achieved. Using financial tools such as Return on Investment can combine the cost and benefit assessments. 9. Part 1 Month 9 Business Case – Before engaging on any change project, it is part of the governance that you pull together a business case content which will include; Future business vision, Competitive positioning and potential response, Market Impact, Implementation Milestones and Targets, ROI Model based on process benefits derived from the Executive Benefits Assessment, internal costs and external consulting and technology costs, Risk Assessment and Mitigating Action Plan, Technology Selection Rationale. Developing these sections will build on earlier work, slanting the outcome to make the information easy to absorb and encourage senior management and staff to commit to the programme. The business vision needs to paint a picture of the business and those served by it and operating within it. It should answer the question ‘what is in it for me?’ from customers and staff. The competitive analysis section needs to identify the business position vis a vis competition and what the change enables regarding the bottom line and maybe market share. The Return on Investment will provide the frame of reference for spending and benefit that aligns with the change required to achieve the stated result. Any change programme is not without risk, especially when humans are involved and their livelihood. Communicating clearly and allowing two-way exchanges are vital in one-to-one scenarios and small groups, often led by internally appointed change agents rather than senior management or consultants. Allow plenty of time for consultation, any job/role change, and re-training or support for finding other employment. Finally, the business case needs to timeline against which the technology implementation, change programme and costs/benefits can be laid out at a high level; interdependencies should be identified, and the impact of any failure to complete depends on actions on the whole plan—a little like Critical path Analysis but a higher level. 10. Part 1 Month 10 Establishing KPI’s – Transformations driven by technology require a clear set of measures related to specific strategic targets, processes or internal development. This overall approach will cover both customer and financial targets, process improvement measured in terms of cost and time and also the customer experience, and finally, the company’s internal development such as organisation capability, information management and the internal and external supply chains. When establishing targets, it is recommended that at least three targets are applied. This allows recognition that considering all the dimensions of conducting business, customers, markets, geopolitics, and climate change, for example. The middle target would represent the best outcome, the upper target represents the maximum that could be expected, and the lower target represents the point at which a plan change needs to be changed. Targets then need to be set against the programme timeline, recognising that for many of the changes implemented, the impact will only be seen up to 12-18 months post-implementation. Considering this, the targets should be set quarterly, reflecting the agreed final target. 11. Part 1 Month 11 Change Management Plan – Once the change agenda has been agreed upon, the next steps are establishing a timeline that integrates the technology application with the process and people aspects. We start with the usual project management techniques with timelines, milestones and activities. Defining the dependency between technology elements, people (such as training) and process design (including business rules/policy). Training plans need to cover both functional pieces of training, which will require competency testing and any role and responsibility training. If the changes have created spare time, we may need to add new skills to the employees. Designing an easy-to-understand plan may require work streams that reflect strategic themes such as sales and marketing or subject topics such as organisational capability. Having tested the reality of the plan regarding activities and durations to meet the programme objectives. Applying internal resources and the plan will enable an assessment of load against availability; to address any overloading options will be extending timescales, the usual project drifts or hiring additional resources. Any changes need to be reflected in programme costs. Internal resources need to be upskilled, both in the application of new functionality and any analysis and communication skills; when deciding who should be change agents or Subject Matter Experts, ensure that they provide a good team profile with the right profile of skills and skills personality. The broad impact of technology implementations requires clear documentation of the outcomes at the process and transaction level; using the business process model can reflect the changes and act as both a training and induction tool. 12. Part 1 Month 12 Change Leadership – Change leadership can be the difference between success and failure though the style delivered will vary from each manager’s personality. The fundamental principles will still be the same, including: Personal activity ‘walking the talk.’, Encouraging junior staff to take Leadership, Celebrating Successes, Using Failures to modify the approach. As with all leadership activities, the future vision must be maintained and communicated and is inherent in technology implementations; the concept might change, which must be reflected. Regular communication using small groups to introduce 2-way communication and whole company broadcasts. Use all the available media, including videos and podcasts distributed through the company intranet. -------------------------------------------------------------------------------- * METHODOLOGY METHODOLOGY TECHNOLOGY INVOKED CHANGE PROGRAM PLANNING All the research for this programme has been derived from practical experience over 40+ years of delivering new technology to businesses. Starting with simple computer programmes to support the development of Process Planning and the calculation of Operation times from Standard data to the implementation of visual simulation of manufacturing and Warehouse operations and the development and implementation of integrated software solutions for running a business. Successful implementation in all these cases requires that senior management is convinced of the benefit and can envisage the future of the business with the technology applied when the technology is the automation of a physical process such as replacing the creation of parts by hand laying carbon fibre for aerospace parts, such as the tail fin, for example with a robot. The benefits are straightforward to see and calculate. The key issue is redeploying the affected workers and training staff to manage the robot. Digital technologies are much more difficult to assimilate and, therefore, to assess benefits for implementation. For example, using visual simulation ensures that the risks of employing the technology are reduced and for processes and installations that are brand new, setting standards and business rules for operation. An example of the former would be putting the work content and scope for an automated line to avoid bottlenecks and providing right-sized inter-operational Storage; for a warehouse operation, we can test rules for controlling robot picking trucks that there is no likelihood of damage at junctions whilst maximising the utilisation of the trucks picking and transporting the product. When considering the management of data through software applications, this is even more difficult due to the lack of transparency at the senior management level of several factors; process structure, business rules applied in their execution and the handoffs created by the interaction between the cross-functional end to end processes and the departmental structure. This results in communication challenges arising from a wider audience involved in change, training is required for most staff, and change impacts occur in processes, business rules and business roles. The change will require more collaboration with staff and particularly departmental heads. With this level of complexity comes the need for more planning and management and a status understanding of the technology that gives the confidence to challenge internal and external experts. The technology Invoked Change Programme, therefore, addresses what we consider to be the essential needs for successful implementation; 1. A clear rationale for the identification and selection of the correct technology and implementation partners 2. Precise analysis of the ASIS status and a benefit-related comparison to the TOBE future state 3. High levels of communication across all internal stakeholders that enable them to envisage their future role in the organisation and the programme (What is in it for me?), as well as the vision of the business in the future 4. Build an organisation for change that is not wholly reliant on external resources through the training of internal change agents. 5. Measuring the ASIS position accurately and, from there, setting target measures that are expected to be achieved due to the implementation of technology 6. Organisational transformation requires staff to be made aware and educated in the tools they can use to manage and influence the change required. 7. Toolkits to support the change must be flexible and tailored to the organisation’s culture and capability. 8. Visual communication of the change brought about by digital technologies Is vital to aid understanding and buy-in, enabling the capture of the business rules that orchestrate processes and the work instructions for future training, induction and process improvement. Technology Invoked Change programme will emphasise the need for strategic thinking by asking senior executives to ‘take the lid off ‘their business and understand how it operates, particularly the interaction between end-to-end processes and departmental silos, measuring end-to-end performance rather than departmental and taking benefit assessment and monitoring seriously. Our second thrust is to ensure senior management is confident to undertake and lead technology programmes by translating technical jargon into business-related impacts such as data quality and enrichment, process automation and Information-based decision-making. Adding to this capability will be the development of problem-solving and analysis across the business using tailored training suites based online. It will also enable staff to exercise their new skills within the project. Over the years, several techniques and tools have been applied, some widely used, such as Project Management, and others honed or developed to address issues in projects such as Executive Benefits Assessment. We have built these into the following topics in the program; • Technology Identification, selection and Alignment • Technology Impact Assessment • Designing Target Operating Model • Communicating the future vision • Building Business Case and Change agenda • Planning implementation • Assessing Change Leadership and monitoring benefits post implementation Technology Invoked Change offers a flexible and structured approach to defining and successfully implementing technologies across a wide range of businesses over 13 modules. Combining tools for problem-solving analysis with visual methods to illustrate change impacts, organisational design, project management, and benefits assessment and monitoring. -------------------------------------------------------------------------------- PROGRAM DEVELOPMENT Technology Invoked Change is a framework which takes senior executives through a process to successfully manage change programmes driven by technology implementation. The framework can be applied across a wide range of industries providing senior executives the ability to manage projects that achieve bottom-line impact. The framework’s design reflects the building of skills and understanding so senior executives can confidently handle any programme and gain the benefits predicted. The first four modules, therefore, address the history of technological development and the rate of change leading up to the present day; the identification of the correct technology and the ability to align this with strategic objectives; plus the introduction of visual process models to facilitate the design and validation of new business models and associated benefits. Module three tackles the issues of technology leadership in both the ability to communicate the vision for the business and the staff and managing technical inputs during the selection of partners and project implementation. Modules five, six and seven cover the comprehensive understanding of business models and processes, introducing the application of end-to-end processes and the creation of the Target Operating Models. We use the process models to explore the impact of lean techniques on streamlining processes by addressing Non-Value Added activity and duplication. During this module, we also address process design from the perspective of Customer Experience. Having introduced the concept of end-to-end processes and the digital twin of the overall business model, the next module, six, explores how we manage these processes and the allocation of process owners and Key Performance Indicators for the redesigned processes. Also, referring back to the model and applying business roles analysis of work scope, decision making, and skills required will help to frame training programmes and job descriptions. Finally, in this section, module seven discusses how the change agenda can be formulated and what actions need to be undertaken to address the change, from training to job transfers or the provision of mobile technology. During the change agenda module, executives can lay out the high-level functional requirements that the technology needs to provide. The following three modules, eight, nine and ten, then take the senior executives through preparing for implementation, starting in module eight, which addresses how to make a robust technology selection in terms of functionality and the implementation partner. Module nine looks at the business case’s structure and development, which should provide the rationale and justification for the new business model and transformation; identify the risks and the return on investment. Module ten pulls together the process work and, with the business model, helps to set up the Balanced Scorecard covering financial, customer, process and organisational capability areas. Having committed to technology and partnering and defined the business performance expected, the subsequent two modules address plan development and management, integrating technology activity with change management. Discussing work stream leadership within the business and the frequency and honesty of reporting to minimise overruns. The Final module tackles change Leadership and the skills required to pull this off. We emphasise that this is a combination of the ability to communicate the vision clearly and with commitment; this is best demonstrated through actions taken by senior managers to contribute to the change. The programme is hands-on throughout and ideally based on a technology project that the business requires. This will bring to life the Business Process Models and Target Operating Models. Governance of the programme will require senior management involvement supported by operational resources seconded by the business. The programme will need a sponsor and be represented across all the functions within the company. It is recommended that a Project Manager is appointed to manage the plan and some of the contributing documents, monitor progress and manage the target project team, which should be 6-10 people. For balance and to ensure we cover decision-making, it is also recommended that the senior stakeholder and operational managers are represented by each department. This will enable the new Business Model to be tested and validated across the business and adjusted as required through a change process. This programme is split into two, with the selection, assessment and planning taking place in 9 months; the implementation planning phase will depend on the project chosen, which could be anything from another 3 to 6 months. The first nine months enable the senior management to gain knowledge and expertise in applying the proposed components and embedding them into BAU. The tools and techniques will be appropriate to large- and small-scale implementations templates to speed up the gathering and transmittal of information. The modelling techniques enable management to ‘try before they fly’ scenarios and speed the understanding of the opportunities to change. -------------------------------------------------------------------------------- PROGRAM IMPLEMENTATION The programme is about understanding the activities required to manage the change and using a practical project to apply the knowledge and build expertise. The time between modules is for communicating with stakeholders, engaging a broader audience in the principles and outcomes and developing information to finalise deliverables. The coaching time between modules should be used to help clarify any issues or validate the use of any templates. This coaching provides guidance and ensures that the work undertaken meets the needs. As some of the concepts will be new to the senior management team, they are anticipated to refine the thinking used within the module. Modules one through seven covers how to prepare for a technology project, covering both personal capability and a structured process for selection, evaluation and business modelling. Modules eight through twelve take the thinking and redesign of the business developed in the first eight modules and subsequently agreed upon by the broader company, producing a plan with the correct technology to implement. Having built a program and understanding the fundamental principles of management, the team is anticipated to complete the project in the following months, anything from 9 to 36 months, depending on the project’s complexity. The programme is designed so that each module is delivered every four weeks; there will be opportunities to review materials ahead of time with additional resources. All the modules are aligned in a sequence that addresses the natural lifecycle of a technology-driven business transformation programme. Starting with Technology Identification, selection and Alignment, Technology Impact Assessment, Designing Target Operating Model, Communicating the future vision, Building Business Case and Change agenda, and Planning implementation. It is, therefore, essential that the project team remain the same throughout the training. Each module logically builds the knowledge base and informs the next deliverables and activities. The overall objective of the four topics (Technology selection and Impact Assessment, Designing and communicating the future vision at corporate and personal levels, Planning and managing the implementation, and Assessing and monitoring benefits post-implementation) delivered through the 12 modules to ensure the organisation goes through the technology-driven change programme. There will be no need to reinvent the wheel or spend time creating templates during the program. Utilising the pre-defined templates and toolkits, you will focus purely on implementation. The Project team, during these phases, will be designing, brainstorming, analysing, testing, visioning and making decisions about process design, functionality, planning, and assessing impact. Only in the “doing” do we genuinely redefine our thinking and create options and scenarios of the future we desire. This program aims to be a discovery and experimentation journey that we hope the Project team will enjoy whilst learning new skills and methodologies. -------------------------------------------------------------------------------- PROGRAM REVIEW The programme review will be split into two the first after the change management plan is agreed upon, and the team can seek to understand and document the lessons learned and agree that the benefits monitoring process and targets are correctly set; the second stage will be done post-implementation, say 3 to 6 months into operation to see if benefits are flowing according to the plan and implementation has stabilised. All modules are interlinked, and one cannot be delivered without the other. The sequence ensures that as knowledge develops and tools are applied, the team can assess their capability to define, plan, and deliver outcomes. Therefore, each module provides an element of review to reflect on progress, incorporating feedback and consolidation of requirements. In this process, at the beginning of each module, we will be looking back, looking forward and then deciding on actions that need to be taken in the present to realise the benefits. Additionally, in line with Product Development thinking, we will apply stage gate analysis at the end of each topic, the criteria will be presented, and a weighted score will be calculated. The sponsor is recommended to validate the set of standards, weighting and scoring mechanism. The topic gateways will be: Topic 1: Technology Identification and selection criteria will include scanning technology options, aligning technology to strategic objectives and setting selection frameworks. Topic 2: Technology Impact Assessment criteria will include process priority assessment with Critical Success Factors, process Performance Analysis and Executive Benefits Assessment. Topic 3: Designing the target Operating Model criteria include process modelling, Lean and CX analysis, role design and process KPIs and ownership. Topic 4: Communicating the vision criteria includes communication planning, storytelling, personal and corporate distinction in What is in it for me. Topic 5: Building the Business case and Change agenda criteria will include the validity of implementation, strength of the change agenda, relationship to the technology chosen, and cost-benefit model. Topic 6: Implementation Planning criteria include integration within the business and with external partners, the plan’s credibility based on resources available, progress reporting and the change control process. Topic 7: Post-implementation relates to the final module and will assess the implementation progress and the change leadership’s quality. It will build up the lessons learned and ensure that the vital knowledge and tools are absorbed into BAU. This series of training modules will provide a strong base for your business to manage any technology programme successfully. -------------------------------------------------------------------------------- * INDUSTRIES INDUSTRIES This service is primarily available to the following industry sectors: AUTOMOTIVE Preamble This covers major automotive manufacturers, specialist builders and designers, and Tier 1 and Tier 2 sub-assembly and component suppliers. HISTORY The automotive industry was one of the first to experience the impact of scientific management, starting with time studies and the balancing of workload across stations on an assembly line. The industry moved from vertically integrated across all disciplines to creating supply networks based on skill groups or capital assets. Occupational Health and Safety – Automotive Industry – ASK EHS Blog. www.ask-ehs.com In the 1970/the 80s, a Quality initiative started in the US became the foundation for a fundamental movement in the Japanese automakers move upwards into better quality, more extended warranties and into the premium brand sector. Branded initially as Total Quality Management TQM, this initiative spawned a complete approach and set of tools for managing processes to raise quality. As this approach matured, the techniques were grouped under the term ‘lean’, indicating the focus had broadened to embrace the waste within processes from transport, stock, unnecessary process and packaging, for example. Alongside this manufacturing development, we had changes in design approach with the introduction of computer-aided design and resource management systems enabling better control of materials and labour across plants and throughout the supply chain. We have seen changes in materials with more emphasis on component weight leading to changes in manufacturing techniques and raw materials such as aluminium. Customer expectations were driving the need for a greater choice of models and levels of finish, thereby increasing the numbers of components, assembly complexity, product definition and management and management of spares. CURRENT POSITION Building on the need to lower costs in all aspects of vehicle design and make automakers have increased the use of digital technologies in design, leading the way on ‘digital twining’, enabling them to try before they fly with designs providing complete design packages to sub-assembly partners and shortening the concept to production cycle by 18-24 months. During this period, many automakers have extended their research and development into forms of motorsport such as Rallying and Formula 1. Both for the use of materials such as carbon Fibre for both body panels and suspension parts to energy recovery and storage systems now prevalent in Hybrid vehicles. Cost reduction demanded the rationalisation of models and levels of trim. In models, the focus was on reducing the number of platforms used across a range, as the chassis is the most expensive element of a vehicle and can be easily clad in various body shapes. The Japanese addressed the trim issue by including all the possible alternatives on the car except for colour and interior finish; European manufacturers have started to reduce the number of options unless an explicit part of the brand, such as Rolls Royce or BMW, for example. Digital technologies have replaced and enriched the driver experience, from satellite navigation to digital dashboards and driver aids. During this period, the demise of the Petrol and diesel engines has been signalled, with 2030 seeming to be the target for many countries to stop selling vehicles powered by internal combustion engines. The alternative electric cars were led by Tesla, and now all major manufacturers have electric vehicles in their ranges. This transformation demands different materials, skills and products, namely batteries and electric motors. FUTURE OUTLOOK The core progression will be moving to electric vehicles and removing internal combustion engine assets being decommissioned. Alongside this change in the power train of cars, there are still many changes being introduced with technology. One of these is the increased move towards leasing and rental rather than ownership with the introduction of more effective customer management systems and the link to finance plans. Materials will continue to evolve, and more carbon fibre and lightweight materials being introduced. But the most significant change will come through in-car entertainment and control systems; more significant levels of integration with personal mobile devices. More AI will become standard as the autonomy of vehicles will start to be reliable. -------------------------------------------------------------------------------- CAPITAL EQUIPMENT Preamble This covers to design and building of Agricultural and Construction equipment. HISTORY The capital equipment industry was behind the automotive in the adoption of scientific methods in part due to the size of the final assemblies and, for some equipment, the genesis of the company from such as simple farm equipment such as JCB. The Total Quality Management Initiative was also slower to grow, maybe due to volumes and the different customer expectations of the end product. This did mean that the tools and techniques were more readily available, but practitioners still needed to be a resource. Adapting the lean techniques from automotive industries required a greater focus on the component and sub-assembly size and weight. Assembly lines needed more space, and inter-operational Storage and movement were a significant consideration. As with the automotive sector, we had changes in design approach with the introduction of computer-aided design and resource management systems enabling better control of materials and labour across plants and throughout the supply chain. Supply chain developments embraced some sub-assembly manufacturing, for example, cabs; here, we need sheet metal and interior design and finishing skills. The market is dominated by players from the US, UK, Germany and Japan, with specialist manufacturers from the likes of Sweden, for example. There were only a few crossovers initially, but this inevitably grew as new models were developed. Additionally, as the construction industry was, a worldwide manufacturing expansion took place in countries where the machines were being used. In most cases, this also involved the Spares organisation and maybe Design Responsibility for local variants. This then required distributed commercial and engineering system with a close coupling of spares stock. As significant capital assets, one of the critical elements in the sales process was the provision of financing through the manufacturer, and leasing became fashionable. CURRENT POSITION Building on the need to lower costs in all aspects of machine design and build, manufacturers have increased the use of digital technologies in design, leading the way on ‘digital twining’, enabling them to try before they fly with designs providing complete design packages to sub-assembly partners and shortening the concept to the production cycle. There is still an increasing number of products as a combination of tools, traction methods and digital technologies have replaced and enriched the driver experience, from satellite navigation to digital dashboards and driver aids. The movement towards onshoring has begun reversing the previous trend of design at home and manufacturing overseas. Subcontractors are requested to take on more work, increasing their skills and providing more complete sub-assemblies. This requires training and more control of the supply chain and engineering change control; plus, as they grow, the requirement for ‘lean’ practices grows, which more significant pressure on OEM to provide practitioners and training; again, digital technologies are stepping into this space with online training and certification and collaboration tools. FUTURE OUTLOOK Future trends will reverse some of the globalisation, demanding large-scale system changes to support onshoring. Greater focus will be paid to Sustainability within the supply chain and the maintenance of the vehicles; such remote preventative maintenance will reduce the number of disastrous failures, which in a construction environment can lead to huge impacts on project timelines and costs as other equipment and operating personnel are idle. The pace of Change will also quicken in the move from electrical and mechanical disciplines to more mechatronic approaches and, therefore, different systems to support the greater integration of mechanical design elements and obviously more significant digital influences. As leasing and capital costs increase, there is more requirement for vehicle security, even for sub-assemblies and tools, since the core vehicle can be more challenging to move. -------------------------------------------------------------------------------- OIL & GAS Preamble This covers mainly Support Industries to the major Oil Production companies, which cover the rig-building, Sub-Sea support such as diving and pipe-laying vessels, land plants or ethylene and Liquified Natural Gas. HISTORY The support industry for the early Oil company production was based around land-based drilling and pumping of Oil, manufacturing pumps, valves and pipes being the most prominent technologies. As a new industry, there was little embedded process or custom and practice, so as new equipment was introduced and problems arose, the solutions were developed on the spot. A simple vertical integration was in place to cover the early fractionating processes to separate the different oil types. The specialisms existed in the production companies for both up and downstream activities. As the industry grew and the search for oil fields moved from only land-based to subsea more technologies and skills were required, which meant that the supply chain became more complex. Some specialisms existed only in the suppliers, such as high precision machining, Rig design and Build and Marine Engineering and Vessel management. Oli spills from tankers also required ingenuity to restrict the damage and enable some salvaging of the natural world with oil skimming techniques. CURRENT POSITION The market is very complex, with its trading structure with different Oil qualities dependent on the level of certain elements. The array of petrochemical products has become massive and fuels not only cars but chemical and plastics industries. As the complexity of markets products developed, so did the need for commercial control systems and more sophisticated methods of transport and Storage. The complexity of the trading and manufacturing, and distribution structure, plus the expense of finding and exploiting reserves, means that there is little opportunity for market entrants, most picking up older or more difficult-to-exploit fields which require lower overheads to be profitable. With the demand for greater responsibility for the impact on the climate, there is a need for cleaner fuels, better management of waste products such as gas and the reduction in types of single-use plastic. Therefore, much of the focus is on chemical development, improvement in the internal combustion engine, and more effective carbon capture on fossil fuel operations. Profits from carbon are being channelled into renewables and the Storage of energy when a surplus is generated. On the system’s front, large ERP systems dominate the space, and the most significant gain is in three key processes estimating, project management and accounting and material management/supply chain control. Though innovation is commonplace in up and downstream activities, it needs to be more prominent and accepted in the administrative areas. FUTURE OUTLOOK There are several divergent forces acting on the O&G sector, particularly between energy security, supply diversification and the transition towards low carbon. The majors in the upstream part of the supply chain have good balance sheets, so they can be asked to lead the accelerating and secure transition to low carbon. The US-style’ carrot’ approach may be more effective at driving innovation, and this will be seen in carbon capture and Storage, renewable fuels and hydrogen. Pricing might have a significant influence on to change in focus to green hydrogen and Biomethane, for example, from blue hydrogen. Also in the mix is the food versus fuel debate that might eventually swing away from using land, mainly when carbon-positive natural features such as rainforests are felled for fuel production. Energy security will also drive different types of innovation and technologies, such as creating ‘cleaner’ natural gas to enable it to bridge the energy transition. The demands on the supply chain continue to grow with significant growth in vessels such as LNG carriers and gas rigs; the demand on infrastructure is also increasing (pipelines, Storage and biofuel refineries) and other technology (carbon capture materials, electrolysers and fuel cells). -------------------------------------------------------------------------------- HEALTHCARE UK Preamble Healthcare for every nation has a different complexion, with the UK being home to the only national service across the developed world. This is now blended with private provision, but the core of services is still provided ‘free at the point of delivery’. HISTORY The medical profession is probably one of the oldest in existence. Such has progressed through several delivery models, with science and technology playing a larger part in the services offered. In the UK, the care model is based on General Practitioners and Practice Nurses operating through local surgeries, Nurses, Consultants and Surgeons operating out of Hospitals; all this is also supported through social care provision in the community. Early manifestations included home visits and the concept of a family doctor who managed the health across the generations. For more intensive care and specialisms, hospitals were developed and associated with these centres for managing trauma which the UK called Accident and Emergency Departments. As specialisms grow, the organisation becomes more and more siloed, and the population growth has driven up the need for front-line care and the level of bureaucracy. Several management variations have been applied, aiming to recognise and provide for different people demographics across the UK and to place responsibility for delivery closer to that demographic. Progress in care has led to us living longer, increasing the demand alongside new developments in care for diseases, ageing and conception. Patient records have always been vital to fast and accurate treatment. As treatment options become more complex across different disciplines, so do the issues associated with sharing that information. CURRENT POSITION Aside from the technological developments in surgery and less invasive forms of intervention, the focus is on digitisation. Driven most recently in the aftermath of the COVID pandemic and the resultant backlog of patients, there has been a sea change in the number of primary care processes from repeat prescriptions to GP appointments and the ability for a patient to see the fundamentals of their health record online. For example, in 2021, Online consultations with GPs topped 360,000. In addition to reducing time for the GP, they have also impacted the Net Zero carbon reduction removing an estimated 386 tonnes of carbon emissions. Change is still prolonged, however, and to try and drive this forward faster, the government has mandated that all Trust, the management structure for managing care delivery, must; • Identify a senior Officer responsible for digital • Make sharing data records a priority. • Increase digital literacy across all staff levels • Enable analytics across their multiple systems • Provide achievable rod maps for digital transformation However, it is still a fact that departmental silos dominate and that transformation of out-of-date processes combined with high levels of legacy systems (about 50% of the IT budget is spent maintaining legacy systems) result in outcomes such as these; • 12% cloud adoption despite the finding that decommissioning legacy could release 4000 tonnes of carbon emission benefit. • 7% adoption of automation such as RPA, BPA, IoT and AI • Data sharing with internal departments is below 35%, and with external agencies, it is roughly 25% FUTURE OUTLOOK Therefore, much of the inertia is down to the inability to enable cross-functional collaboration. The introduction of proof of concept of process change and digital twinning will make this much more accessible. The ability to see the patient as a customer and therefore apply Customer Experience analysis will also help to remove waste and break down silos, which should lead to Improving the poor level of workplace transformation that presently stands at 14%. Alternatives to replace legacy systems using low code applications, which can be implemented as the front end to existing systems, are one way of combating long timescales for introducing new processes. Using business process modelling will enable customer experience analysis and the application of ‘lean’ principles to streamline processes. Digital Cyber security technologies will protect essential information like patient records. A hybrid delivery system will become inevitable as the cost of the service continues to spiral. Therefore digital payment systems can support a mixed delivery system of free and paid services. Throughout both intensive hospital-based and care homes, automation in the form of robots will be employed to provide services, including cleaning (UV cleaning has become a mainstay since the pandemic), provision of medication, and moving patients between facilities. This will complement the AI automation that reads images and interprets results from scans and X-Rays. -------------------------------------------------------------------------------- * LOCATIONS LOCATIONS This service is primarily available within the following locations: BIRMINGHAM, UK HISTORY Birmingham’s long industrial history in metalworking made swords, spears and pikes for the English civil war. Plentiful deposits of coal and iron orE, plus the increasing trade fuelled by extensive canal building by the country’s leading exponents of the skill, enabled this area to snowball. In the twentieth century, metalworking had moved into armaments, jewellery, and motor cars. During wartime, this workforce was redirected to building aircraft. Post-war and up to the late 1960s, the city was the centre of UL motor manufacturing, boasting over 250,000 people engaged in the activity and 40% of UK automotive exports representing over 70% of the region and city GDP. Many global brands appeared during this time, including Jaguar, Land Rover, Triumph, Austin, MG and Cadbury. Innovation in design was Alex Issigonis’s Mini, front-wheel drive and four-wheel drive vehicles. As the automotive business globally became more competitive, particularly related to Japanese and Southeast Asian manufacturers, the UK manufacturers began to suffer. UK and European manufacturers needed to step up; invest more in training within the OEMs and the supply chain, specifically on product quality and, eventually, lean manufacturing. This change in the supply chain took time, and the drive for cheaper parts pushed much of the sourcing to China. This was a slow [process with subsequent poor quality to begin with, and thus there was a significant loss of market share. There was a steady decline from this peak, with the canals already in disuse and a town planning thrust the push dwelling out the suburbs, making the roads dominant in the City landscape. CURRENT POSITION The current strategy implemented in the last ten years has focused on revitalising the industrial heritage in areas such as the canals, reinvention of the retail spaces such as the Mail Box (refurbishment of the old Post Office Sorting office) and the rebuilding of the Bullring. This has been augmented with new cultural facilities such as the New Symphony Hall and Conference Centre and the most significant uncovered exhibition space in the UK at the National Exhibition Centre, linked to an expanded airport and mainline station. A key theme was moving away from an overreliance on manufacturing, which has resulted in only 56,0000 jobs in the sector, representing 8% of the city’s GDP presently. But there has also been a conscious decision to build on the undoubted engineering strength within the area founded on the critical Universities of Aston and Birmingham and intense technical colleges such as Wolverhampton and Dudley. The present economic position in GVA is as follows; • Manufacturing contributes $4.0 Billion, 14% • Construction contributes £1.6 Billion, 6% • Retail contributes £3.0 billion, 11% • Financial services contribute £2.5 billion, 9% • Real estate contributes £2.4 billion, 9% • Professional & Technical services contribute £2.2 billion 8% • ICT contributes £1.4 billion, 5% • Public Services contribute £6.7 billion, 24% (2018) FUTURE OUTLOOK The transformation of the city will continue apace with over £17 billion of investment in infrastructure, housing and skills; the plan is that the city will grow the GVA by £400 million by 2026, with a focus being on increasing employment in knowledge-based professional and business services; whilst also stopping the decline in manufacturing moving into higher added value production. The City and neighbouring Local Councils are known as a manufacturing powerhouse; they strive to work closely to ensure that investment in infrastructure, housing and transport shows some joined-up thinking. The city is focused on moving towards a Sustainable City of Excellence, and typical examples are; • Alexander Stadium is the first Carbon Neutral Sports stadium in the UK powered by a large solar array • Implementing Sustainable development practices in new builds • Encouraging more sustainable transport choices, including walking, cycling and public transport (the new tram system is a significant element of this drive) The GVA model will move by 2026 to; • Manufacturing reduced to 8% • Construction Increasing to 8% • Retail increasing to 17% • Financial Professional & Technical services contributed 25% • Public Services contribute 30% • Other services 12% (including real estate and hotels Innovation is vital in areas that have grown out of the city and area genesis manufacturing, materials and mobility driven through centres such as the Manufacturing Technology Centre near Coventry and the Warwick Manufacturing Group based at Warwick University. The inherent skills in these centres should provide a vital springboard for expansion into Clean Growth and Infrastructure. -------------------------------------------------------------------------------- MANCHESTER, UK HISTORY Manchester was the birthplace of the industrial revolution spawning the first factories and industrial estates, and it was where Ford built its first cars in Europe. It remains at the heart of the UK’s manufacturing and advanced engineering and is the home of the cluster for these sectors within the Northern Powerhouse. It is home to 100,000 students, of which over 14,000 are studying STEM subjects and has a skilled workforce of over 115,000 working in diverse industries such as aerospace, defence software and systems and transport. The Greater Manchester Authority was the first to be granted control over its regional budget by the UK government and presently represents £74.85 billion in GVA, the largest outside London. CURRENT POSITION It continues to pioneer innovation in materials (Graphene), Healthcare (In Vitro Fertilisation IVF), for example. Since developing the first stored-programme computers, digital development has continued with a Digital tech sector worth over £ 5 billion. Manchester’s industrial base is wide encompassing; • Advanced manufacturing • Creative and Media • Digital Technology • Life Science and Healthcare • Net Zero • Financial, Professional and Business Services There are thriving sub-sectors within each of these, such as advanced materials and lightweight, intelligent and sustainable packaging. Within advanced materials, a cluster of companies is investigating technical textiles, surface coatings, composites and light alloys, the site of graphene discovery and other 2D materials. Light weighting builds off the back of this work in a market worth £171 billion; and supports the EU’s largest aerospace cluster. Automotive rail, construction, and aerospace demand high strength and low weight requirements. A recent collaboration between advanced materials and the construction sector has resulted in Concretene; applying Graphene to concrete reduces the volume of concrete by 30% and removes the need for any steel reinforcement, which means a 10%-20% saving for the client. A market worth £304 million is the target for an intelligent and sustainable packaging cluster supporting over 60 packaging companies, helping over 700 food and drink companies such as Kraft Heinz, McVities, Heineken and Kellogs. With the vital University foundation, areas such as media and culture are expanding. Many leading TV channels now have a presence in Media City, such as BBC, ITV and Channel 4, along with many independent filmmakers. The business landscape varies from SMEs to global brands and homegrown unicorns, with an IPO value above $1 billion. There is an 86,000-plus workforce which is constantly being increased with new talent from the 25,000 students taking related subjects within the City. This has enabled the City to grow a digital ecosystem worth £5 Billion with animation, gaming, AR and VR skills. All this means that Manchester is the leading tech city outside London. Alongside the digital media element, the City outperforms all other UK cities in areas such as AI, Cyber Security, e-commerce and IoT. It is hoped the largest FinTech ecosystem outside London. With a robust scientific background covering Rutherford and Turing and the fact that Greater Manchester was the first region to take control of its Health and Social Care budget, the City has developed an innovation pathway to streamline innovations in healthcare. Coupled with the solid digital ecosystem creates a unique environment for Life Science companies. Finally, the City is in the vanguard of the Carbon Neutral drive with the target set for 2038. Using extensive research facilities and capabilities, Manchester is the home of the Net Zero centre for the UK. FUTURE OUTLOOK The City and the region will continue to grow and thrive as the devolution of the powers continues. Forecasts state that a further 40,000 people will choose to live in the city centre by 2026, and the workforce will climb to 315,000, with an additional 65,000 jobs created in this time. The higher education foundation, with three Universities and numerous local colleges, with provide the workers of the future and developments in living, working, and entertainment spaces that will increase Manchester’s attractiveness as a place to live and work. Its innovation credentials will continue to grow, and it is anticipated that the City and region will have a large part to play in the UK’s drive to Net Zero. -------------------------------------------------------------------------------- * BENEFITS PROGRAM BENEFITS MANAGEMENT 1. Strategic evaluation 2. Analytical capability 3. Decision toolkits 4. Scenario thinking 5. Change agency 6. Problem-solving culture 7. Empowered leadership 8. Benefits realisation 9. Quantifiable risks 10. Sustainability focus INFORMATION TECHNOLOGY 1. Digital delivery 2. Strategic alignment 3. Task automation 4. Project management 5. Vendor integration 6. Business ownership 7. Functionality focus 8. Controlled implementation 9. Technology suitability 10. Vendor matching OPERATIONS 1. Operational alignment 2. Process improvement 3. Streamlining operations 4. Change capability 5. Business models 6. Digital attitude 7. Leveraged advantage 8. End-to-end processing 9. KPI implementation 10. Reducing costs * TESTIMONIALS TESTIMONIALS CEO AND FOUNDER OF A MAJOR DATA CENTRE IN GREATER MANCHESTER “My company has turned to Mr Horrocks a number of times for his assistance, most recently to help turn around a complex transformation project where he acted as an interim programme manager. His key ability is bringing clarity and focus to projects and helping to implement the right processes to ensure successful delivery. It helps that he seems to be one of the very few people I’ve come across with his skills and experience who can communicate without resorting to impenetrable management speak!” -------------------------------------------------------------------------------- OPERATIONS DIRECTOR – OIL & GAS SUPPORT MAJOR “I met Mr Horrocks for the first time in a large meeting during the decision process for an ERP system within our Group HQ in Paris and it appeared we had the same vision on the process. Later, during the implementation process, I learned Mr Horrocks is a very honest guy with a very positive and inspiring drive, managing change processes during and in very difficult circumstances. During his stay with us he helped to implement the ERP system further in detail, including the difficult change process. Good listener, sparring partner and a great person to work with.” -------------------------------------------------------------------------------- CHAIR – HIGH GROWTH TECHNOLOGY COMPANIES WITH POSITIVE CLIMATE IMPACT; HYDROGEN FUEL CELLS, AUTONOMOUS MOBILITY, EV POWERTRAINS, BATTERIES “Mr Horrocks has been a very valued partner to our group, working on business change challenges and on Information Systems review and implementation. Mr Horrocks is hugely knowledgeable and his lively, inclusive engagement style generates strong support from business users.” -------------------------------------------------------------------------------- SENIOR ACCOUNT MANAGER – LEADING ERP VENDOR “I have worked with Mr Horrocks for several years and have always been impressed by his ability to look at business processes and translate them into best-of-breed processes supported by technology. Mr Horrocks is also a great straight talker. He is excellent at driving through change because he takes the time to understand a business and the way it operates and can then talk convincingly to the business about how they can make the changes required. Finally, Mr Horrocks has great honesty and integrity and is a genuinely nice guy to do business with.” -------------------------------------------------------------------------------- IT DIRECTOR – NATIONAL MEMBERSHIP ORGANISATION “Mr Horrocks is a very creative individual, with an in-depth understanding of strategic IT and business issues, and with excellent analytical skills. He is quick to understand problems and generate solutions that both challenge the status quo and stimulate ideas.” -------------------------------------------------------------------------------- More detailed achievements, references and testimonials are confidentially available to clients upon request. -------------------------------------------------------------------------------- CLIENT TELEPHONE CONFERENCE (CTC) If you have any questions or if you would like to arrange a Client Telephone Conference (CTC) to discuss this particular Unique Consulting Service Proposition (UCSP) in more detail, please CLICK HERE. CLIENT TESTIMONIALS 720 Construction “In the construction industry we like to think that we are able to build things that will stand the test of time. I believe that Appleton Greene has a similar approach to program development. There are no quick fixes. Everything is about long-term commitment, durability and sustainability, which we as an organization can of course instantly relate to.” A quotation taken from a client reference within the Construction industry. Read More 699 Call Center “We are always looking at new ways to engage and motivate our employees. Employee retention is always a challenge in any service industry and sustainable motivation is hard to manage. I particularly like the fact that Appleton Greene’s programs are implemented over a sustainable period of time and this stretches both the attention span of our employees and their commitment. It has proven to be a very cost-effective way to motivate our people and to challenge the status quo.” A quotation taken from a client reference within the Call Center industry. Read More 704 Hotel “The benefit of using external corporate training service providers is impartiality. Appleton Greene’s learning providers and consultants operate independently and are therefore free spirits. While it is not always necessary to have training products which are externally developed and implemented, it is an important ingredient to have at your disposal as and when deemed necessary. Examples of this are when specific geographical or industry knowledge is required, or when internal business processes need to be independently reviewed.” A quotation taken from a client reference within the Hotel industry. Read More 710 Oil & Gas “The tangible benefit of Appleton Greene products is knowledge. However, all of the knowledge in the world is of no use unless the recipients of this knowledge know what to do with it. Appleton Greene manages to ensure that this knowledge is implemented by employees into the work place and it then becomes a part of our business processes. This represents true value and is something that can be measured easily through clearly defined performance indicators.” A quotation taken from a client reference within the Oil & Gas industry. Read More 729 Manufacturing “Successful growth on a global scale is determined by the quality of strategic partnering or strategic alliance management. Appleton Greene has been a real find in terms of corporate training services because their flexibility and international coverage makes them a valuable asset to have.” A quotation taken from a client reference within the Manufacturing industry. Read More 723 Energy “Business transformation is achieved through challenging existing business processes. Appleton Greene programs constitute useful tools which can be used in order to facilitate this process. Practical in their approach, they prove to be cost-effective, time-effective and process-effective.” A quotation taken from a client reference within the Energy industry. Read More 687 Defense “Being governed by strict confidentiality agreements, bespoke services are more aligned with our specific requirements. Appleton Greene accommodates this and enables us to benefit from an external perspective while maintaining our tradition of centralization.” A quotation taken from a client reference within the Defense industry. Read More 718 Retail “The retail industry has changed considerably during the past 50 years. Much of our success today is based upon our ability to collaborate and to form strategic alliances with a variety of national and international business partners. Appleton Greene has embraced this philosophy with great effect and although they are still a small lean company, they are truly multi-national and multi-industrial in their approach.” A quotation taken from a client reference within the Retail industry. 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GARNIER FRANCE star-alt star-alt star-alt star-alt star-alt "Any product or service is only as good as the support process which accompanies it. The Appleton Greene programs are well structured and well delivered, but it is the quality and availability of continuous support which makes the programs durable. Appleton Greene is excellent at developing and implementing time management procedures for program support. We appreciate that the time of qualified learning providers and accredited consultants is valuable and the strict guidelines within which support is provided enables us to obtain support whenever we need it, but it is structured in such a way as to ensure that it is always productive." Verified by Endorsal.io DR. VALCHEV ACCREDITED SENIOR CONSULTANT (ASC) SWITZERLAND star-alt star-alt star-alt star-alt star-alt "It was a great pleasure to work with Dr. Valchev at Emirates NBD. According to my experience with him, Dr. Valchev was the most knowledgeable and experienced quantitative expert in our banks risk department. Thanks to his great technical skills and due to his pro-active management style my team was able to develop a highly efficient work relationship with him and his team. Dr. Valchev validated a series of pricing models and market data models for us in the most professional manner which reduced the time for the model development/implementation process by more than 50%. I wished he would have stayed longer with us instead of moving on with his own company. I can only recommend him – a very valuable man." Verified by Endorsal.io MR. DELÉCLUSE CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO FRANCE star-alt star-alt star-alt star-alt star-alt "“In times of challenge, Mr. Delécluse strategic acumen shone brightly. His leadership in restructuring our France Business Unit was instrumental in steering us towards success. With a stringent strategy and change management plan, he navigated us through substantial losses, ensuring long-term continuity and strengthening our client portfolio. Mr. Delécluse decisive actions underscored his critical role in our organization’s resilience.” https://www.appletongreene.com/clp-cih-digital-execution" Verified by Endorsal.io S. MAURIN UNITED STATES star-alt star-alt star-alt star-alt star-alt "The Market Intelligence program opened up new markets for us that we never thought we would ever service. From our base in Miami we are able to service a large part of South America now, including Argentina, Chile, Mexico and mainly Brasil. We have also established a new distribution center in Sao Paulo. The MI program helped us to understand the different nuances of each market and the supply chain process that needed to be put in place. Companies spend and waste a lot of money when trying to enter new markets and when you consider the cost of the MI program, we saved an awful lot of money that would have been spent on clearing the path. The right information is mission critical." Verified by Endorsal.io MR. AURIACH CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO FRANCE star-alt star-alt star-alt star-alt star-alt "“As Innovation Director of Edokial, a desktop publishing and document dematerialization services company belonging to the Crédit Agricole group, I have set myself the strategic objective of greater control of the value created by our projects. We called on Mr. Auriach to select, personalize and infuse a method and tools for managing innovation projects with our employees. By exploiting this contribution, we introduced with our teams an innovative mail virtualization and routing chain for one of the group’s regional banks, resulting in a drop in the volume of paper exchanges by half, i.e. from 746,000 to 370,000 ply per year. We have also helped to optimize the operation of archive warehouses accumulated over several decades of another subsidiary, Locam, which specializes in equipment financing. These two initiatives are part of a portfolio of innovation projects constantly prioritized according to their challenges, their alignment with the innovation strategy and the dynamics of the ecosystem in which the group operates. The list of other initiatives includes, for example, the construction of a blockchain dedicated to collaboration between banks and notaries, the modernization of the customer base of a subsidiary or the capitalization of the experience acquired on agile projects. Very professional, pedagogical and efficient, Mr. Auriach allowed us to complete our know-how by transmitting an operational methodology and a new posture in the face of innovation and support for our customers.” https://www.appletongreene.com/clp-cih-high-performance-innovation" Verified by Endorsal.io MR. MEUCHEL CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Meuchel has been instrumental in helping me set up my business properly and implementing systems and processes to simplify and keep it running smoothly. His feedback and coaching has helped me free up time and maintain some sanity while navigating entrepreneurship, which isn’t easy to do and can sometimes feel overwhelming. He listens and then suggests great solutions for the challenges and issues that arise for not only first time but also seasoned entrepreneurs. The biggest impact has been sharing his knowledge of time management skills which are unmatched and helping me develop my own unique processes to keep me consistently on track and productive. https://www.appletongreene.com/clp-cih-balancing-entrepreneurship" Verified by Endorsal.io R. LYNCH UNITED STATES star-alt star-alt star-alt star-alt star-alt "As Senior Director of Global Purchasing at Procter and Gamble we owned our sourcing methodology and managed the businesses in our flagship business units. Prior to Mr Lynch’s engagement, P&G had just failed in its efforts to install a Supplier Relationship Management System for a number of reasons – poor strategic partner selection criteria, cross-business unit disagreements, changing business needs, and a reward system that rewarded number of strategic relationships instead of number of appropriate relationships. Mr. Lynch’s approach dealt with the systems architecture, best practices, and tools to deal with these kinds of problems. Initially I felt this would be the typical consultant and training engagement, but as we got to know each other, it became a powerful strategic relationship. His concepts and implementation approaches were able to be tweaked to be good fit with Procter’s culture and his advice was so valuable that once the Corporate approaches were installed he became a resource for several diverse cross functional business units (Diapers, Feminine Protection, Health Care, Beauty Care, Fabric and Home Care, and Information Technology) to tailor his approaches to their unique needs while maintaining a common platform across the entire company. This helped us create an approach that was both decentralized and centralized without undue conflict. His intellectual capital about strategic fit between companies became part of our long term supplier innovation and supply base methodology, and also enabled numerous P&G/supplier Connect and Develop successes for new products. This engagement lasted for several years, even after my retirement from P&G. https://www.appletongreene.com/clp-cih-collaborative-excellence" Verified by Endorsal.io MS. TULL CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "I have worked with Ms. Tull on and off for several years and find her advice, professionalism and positive attitude key to her ability help her clients. Many of us wear multiple hats and often need to reevaluate our positioning for continued growth and business success. Ms. Tull helps her clients do that by taking a holistic approach to help them balance their lifestyles, find their inner drivers, and as a result, successfully grow their businesses/careers. In addition, Ms. Tull is truly a kind, dynamic professional. https://www.appletongreene.com/clp-cih-women-empowerment" Verified by Endorsal.io L. GRAHAM SWITZERLAND star-alt star-alt star-alt star-alt star-alt "A successful product needs to engage customers in such a way as it stimulates the imagination. Appleton Greene has managed to achieve this with it’s corporate training programs. They are developed by individuals who are clearly passionate and believe in what they do and this enthusiasm is transferred through our employees into business process improvements." Verified by Endorsal.io MR. ERICKSON CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "”We are pleased with the results we see from Mr. Erickson’s efforts. He quickly understood our specific needs and worked diligently around our schedule and business requirements in a time effective manner. He helped us see areas where we needed improvement. He has provided coaching and has been instrumental in implementing changes in the way we manage our business. These changes are helping us improve upon our historical successes. He worked with our upper and middle managers so they learned how to understand how our business operated. He then facilitated training with this group of individuals so they were able to apply this understanding to making improvement in how one area passed work on to another.”" Verified by Endorsal.io M. MACEACHERN UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. MacEachern delivered a tremendously valuable leadership program for our organization. Not only was the content practical and valuable, the break-out sessions were critical for practicing the leadership skills in a safe setting. The design of the program caused us to collaborate with other leaders across our nationwide organization. Mr. MacEachern used examples from his own extensive experience and these examples helped to bring the content to life. His passion for leadership made me want to become a better leader myself. https://www.appletongreene.com/clp-cih-coaching-engagement" Verified by Endorsal.io DR. HOUSE UNITED STATES star-alt star-alt star-alt star-alt star-alt "Dr. House is the Association of California Water Agencies (ACWA) energy consultant, representing 500 water agencies which are responsible for over 90 percent of the water delivered in California and is the California Rural Water Association (CRWA) energy specialist, representing over 1,100 rural water and wastewater systems. He works for the California Public Utilities Commission as an expert witness on transmission issues and their water-energy expert. He is the Energy and Efficiency Trainer for the National Rural Water Association (NRWA). He is also an investment management expert consultant in the water and energy areas for: Gerson Lehrman Group-GLG Scholar Program; eWork Markets; Price Waterhouse-Vantage Marketplace; Roundtable Group; Standard & Poor’s Society; and the Coleman Research Group. He has been responsible for the training and installation of over 25 small hydroelectric facilities in Southeast Asia. I would have no hesitation in recommending him. https://www.appletongreene.com/acs-sustainable-development" Verified by Endorsal.io MR. LUMB CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Lumb helped Seagate to achieve the goal of developing their external and network attached storage business unit. Utilizing the market analysis, competitive analysis, and solution strategy and delivery processes, Seagate redefined their solution strategy and solution delivery processes to deliver new versions of Seagate’s FreeAgent flagship family, price-sensitive Seagate Expansion products families, expanded the product line to include Seagate’s first ever digital video product, and introduced a new SMB-focused BlackArmor network-attached storage and direct-attached storage solutions portfolio, including 24+ month roadmaps for each solution portfolio. https://www.appletongreene.com/clp-product-lifecycle" Verified by Endorsal.io M. LOPEZ CUBA star-alt star-alt star-alt star-alt star-alt "The Agriculture industry is usually consumed with time management. Everything has a predetermined shelf life. Interestingly enough however, Appleton Greene achieves time sensitive performance by slowing things down. It allows companies to implement and benefit from each part of the service process while working through the programs, instead of having to wait until they are completed. The result is that you do not necessarily care too much about how long the programs take to implement, because the benefits are being realized all of the way through." Verified by Endorsal.io MR. AGUADO CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO GERMANY star-alt star-alt star-alt star-alt star-alt "Mr. Aguado has conducted 15 online trainings for over 200 participants from different management levels and areas. The trainings were very professional and convincing from the initial preparation to the execution. Dr. Kusterer. (Migros Industrie) https://www.appletongreene.com/clp-cih-effective-coaching" Verified by Endorsal.io J. KLOTZ GERMANY star-alt star-alt star-alt star-alt star-alt "Due to globalization, many of our departmental teams are located in a number of different geographical locations worldwide, it is therefore imperative that processes are implemented on a global scale to incorporate corporate strategy. The fact that Appleton Greene has trainers and consultants internationally, with specific geographical and industry knowledge is a bonus because this helps them to facilitate international teams and groups to achieve common goals." Verified by Endorsal.io MR. JUDITH ACCREDITED SENIOR CONSULTANT (ASC) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Judith is one of those people that are hard to find. The kind of person that brings high energy and powerful skill sets to everything he does. He is able to drive results by motivating others to stretch for higher goals and accomplish new benchmarks, and making it all seem like serious fun. I think of him as a business “Maestro” who creates an atmosphere that allows people to perform at their very best. Anyone would be blessed to have him on their team. https://www.appletongreene.com/acs-entrepreneurial-leadership" Verified by Endorsal.io MS. GOODHEAD UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "Most businesses become complicated over time, particularly if they are successful. I have owned 7 companies during my career and can assure you that succession planning is not something that you should just consider when you are planning retirement. It enables you to transition from one company to another and is a part of being an entrepreneur. The Appleton Greene Succession Planning program works because it simplifies all of those complications and puts things in place to facilitate a seamless transition. It is now being implemented with all of my companies simultaneously. I always like to know what my exit strategy is." Verified by Endorsal.io P. LOWE GERMANY star-alt star-alt star-alt star-alt star-alt "Any product or service is only as good as the support process which accompanies it. The Appleton Greene programs are well structured and well delivered, but it is the quality and availability of continuous support which makes the programs durable. Appleton Greene is excellent at developing and implementing time management procedures for program support. We appreciate that the time of qualified learning providers and accredited consultants is valuable and the strict guidelines within which support is provided enables us to obtain support whenever we need it, but it is structured in such a way as to ensure that it is always productive." Verified by Endorsal.io MR. JUDITH UNITED STATES star-alt star-alt star-alt star-alt star-alt "University of Central Florida Technology Incubator - His extensive business background and passion for learning make him an extraordinary partner able to engage with any of our clients in numerous ways. No member of our community support team is as generous, passionate and engaged as Mr. Judith. He has a remarkable gift for relating, teaching, learning and inspiring. https://www.appletongreene.com/acs-entrepreneurial-leadership" Verified by Endorsal.io A. AGUADO CERTIFIED LEARNING PROVIDER (CLP) GERMANY star-alt star-alt star-alt star-alt star-alt "Clarity, structure and emotional intelligence combined impressed me the most when attending the Coaching Workshop that Mr. Aguado developed at hosted. It enabled me to adopt new ways of working with my team and significantly accelerated the development of my team members. https://www.appletongreene.com/clp-cih-effective-coaching" Verified by Endorsal.io L. HENDRICKS UNITED STATES star-alt star-alt star-alt star-alt star-alt "As a Material Consultant, he was responsible for creating and updating supplier releases, ensuring on time delivery of production material, and supplier performance. In his role as a SAP Consultant, he played an instrumental role in transitioning legacy processes and procedures to the SAP environment and developing the SAP cycle process for the plant. Additionally, he effectively scheduled and managed the daily cycle count process, coordinating the activities of 4 cycle checkers across a 24×7 operation. He was always willing to offer his assistance and had an excellent rapport with the many constituents served by Production Control & Logistics, including production, suppliers, material handling, and other stake holders. I would highly recommend him." Verified by Endorsal.io DR. MEEKS ACCREDITED SENIOR CONSULTANT (ASC) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Boeing is a top-tier commercial aerospace and defense contractor. Dr. Meeks spent a dozen years building advanced imaging satellite systems, and in the case of Boeing Space Systems, he was part of a multi-vendor, multi-billion dollar satellite constellation development program for a major government acquisition program. Performing in a Systems Engineering SME role and providing engineering management leadership, Dr. Meeks successfully lead and/or supported key tasks pertaining to constellation orbit design and validation. He also supported and lead analytical teams for a variety of integrated system of systems performance testing to verify and validate system requirements were met ‘as built.’ https://www.appletongreene.com/acs-technology-innovation" Verified by Endorsal.io G. BISS UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Biss’ ability to teach is another part of his DNA. He takes great pride in making everyone around him better. His depth and breadth of reading and basic life skills provides a solid foundation and enables thoughtful ideas to help either solve someone’s problem or just help them improve. https://www.appletongreene.com/clp-cih-cultivating-potential" Verified by Endorsal.io M. ASHADE UNITED STATES star-alt star-alt star-alt star-alt star-alt "Infosys - While at Infosys there were 2 major initiatives that I championed that would be of great benefit to other clients. One was implementing a system that would help reduce our DSO (Days of Sales Outstanding). A key factor in this was change management which was to remodel our internal system and team structure while also working with the client and advising them on how to help us to become jointly aligned. Due to this, I was able to reduce our DSO which ranged from 65-120 days on a quarterly basis to approximately 45 days. This of course greatly improved our cash flow for a $100M+ Book of Business in our practice. I then was tasked with evangelizing this to our other practices to help with their DSO Improvements as well. The second Initiative was to help with our practice’s overall Account Management and Operations structure. This involved improving sales forecasting (Went from a 15% delta in pre-quarter forecast vs end of quarter booked business to less than 5%), Also due to improved Account Planning, was able to help grow a key account from $0 to $25M per year over a 2-year period and won an Account Management Award for this in 2013-2014 (Awarded to the top 5 out of 8,000 sales professionals company-wide). Was also able to improve our hiring practice which improved our net revenue loss of $5M per quarter due to not being able to staff client engagements to less than $1M per quarter. This was a 80% improvement that resulted in a net gain of $16M per year to our top line. https://www.appletongreene.com/acs-business-operations" Verified by Endorsal.io M. ENNIS CERTIFIED LEARNING PROVIDER (CLP) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Ms. Ennis has implemented a highly productive business management brainstorming and accountability process. Together, we systematically discovered and track implementation of new ideas to accelerate growth and improve customer service. The programs uniquely combine diverse business perspectives with razor-sharp focus on my own business. Ms. Ennis is a great business steward and knows how to direct many companies by assisting them to make clear decisions when trying to overcome obstacles. https://www.appletongreene.com/clp-cih-virtual-transformation" Verified by Endorsal.io MR. FRADIN CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "“Mr. Fradin is a very experienced and talented business professional. I have witnessed this first-hand, as has demonstrated his ability across multiple disciplines, including market analysis, segmentation, customer profiling, competitive reviews, product management, marketing, and sales strategy development, and execution, to name but a few. In addition, he has great communication skills.” https://www.appletongreene.com/clp-cih-product-management" Verified by Endorsal.io HENRIK PETTERSSON CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO SWEDEN star-alt star-alt star-alt star-alt star-alt "“Mr. Pettersson has helped develop most of our 300 leaders. In a very inspiring way, he has made our employees grow and take responsibility in our company. His course Value-Based leadership is a fantastic opportunity for anyone who wants to grow both as an individual, a leader, and above all a tool for anyone who runs a company today” https://www.appletongreene.com/clp-cih-value-based" Verified by Endorsal.io M. TULL CERTIFIED LEARNING PROVIDER (CLP) UNITED STATES star-alt star-alt star-alt star-alt star-alt "I was fortunate to meet Ms. Tull 8 years ago at a women’s networking event. I was attracted to her warmth and genuine demeanor. She radiates success! I have attended several of her events and have referred my clients to her programs/workshops. Ms. Tull not only hosts online interviews with top-notch leaders, she also, offers online courses, organizes intimate retreats, speaks to business leaders and entrepreneurs and is actively engaged in the community. I am continually impressed with her commitment to her clients- she is a GIVER! I highly recommend you engage with Ms. Tull on at least one of her many platforms. The value you receive from her knowledge, strategy, systems and connections are priceless! She is a diamond shining in a field of wannabee coaches and consultants. Ms. Tull is the real deal https://www.appletongreene.com/clp-cih-women-empowerment" Verified by Endorsal.io MR. THOMSON CANADA star-alt star-alt star-alt star-alt star-alt "Mr. Thomson assisted Helena Laboratories in introducing a diagnostic protein separation system to the hospital clinical laboratory that significantly changed a time consuming and long-standing labor-intensive process. Through complete automation, patient samples were prepared and separated in much less than time than traditional process and the lab technologist was free to undertake other tasks while the process ran. Not only was overall process time reduced, but the quality of the finished product was far superior to competitive, traditional methods and most importantly, the repeat rate was reduced to less than 1%, based on review by the clinical chemist and pathologist. Although the cost per test was higher, given capital purchase of the hardware and software to run the system, the payback period for a traditional laboratory was between 6 to 12 months, based on sample volume. The system was so successful, it was adopted by large private clinical laboratories where sample processing was in the 10,000’s per month. https://www.appletongreene.com/clp-cih-corporate-positioning" Verified by Endorsal.io MR. SHORTT CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "While at McKesson in product management: Mr. Shortt, along with the quality control and development teams, contributed to being one of the first platforms to achieve Meaningful Use 2 certification for Health Information Systems. Mr. Shortt designed and trained numerous product enhancements driven either by market demands or regulatory requirements. https://www.appletongreene.com/clp-cih-organizational-optimization" Verified by Endorsal.io MS. BEAUREGARD CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO CANADA star-alt star-alt star-alt star-alt star-alt "“Ms. Beauregard’s intervention allowed us to make decisions based on facts/evidence, not just because we had an idea. Having a structured process and an Innovation Ecosystem gives us a lot of confidence because having a process is very reassuring and safe to ensure the success of the innovation as much as possible. It has allowed us to improve our innovation cycle by 10-20%, Idea to Launch.” https://www.appletongreene.com/clp-cih-innovation-ecosystem" Verified by Endorsal.io MS. SPENCER CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "“Ms. Spencer has completely transformed my business. She gave my brand a voice through copywriting that actually resonated with me and in turn resonates with my audience. In just 6 months my business has grown to 3x the revenue because of her work. She understands my values and portrays that into my brand in an intuitive and powerful way. Working with Ms. Spencer is like being with a friend who wants the absolute best for your business. I work in a unique space that was new to her, but she immediately got it. Ms. Spencer makes my life easier and I trust her implicitly. To put it simply, she is an integral part of my business and I cannot recommend working with Ms. Spencer enough.” https://www.appletongreene.com/clp-cih-communication-powered-growth" Verified by Endorsal.io MR. ROBINSON UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Robinson conducted a detailed trona tailings management systems assessment including the evaluation of tailings waste disposal options. Project responsibilities included assessing the feasibility of raising the existing dike to the siting of a new facility. The scope of activities included evaluating disposal options including backfilling the underground works to the construction of a new tailings disposal system. Alternatives considered included using solid waste disposal management techniques to the management of recycled process water. A detailed report was developed which discussed waste management economics, political constraints and which thoroughly discussed regulatory issues. Upon completion and acceptance of report recommendations consider short term and long-term economic constraints. A phased tailing pond design and construction program was initiated. Based on economic considerations and regulatory constraints, the existing dam embankment was raised. Activities included conducting site characterization studies, implementing a phased design and construction program including performing all field QA/QC oversight activities. https://www.appletongreene.com/clp-cih-sales-generation/" Verified by Endorsal.io MR. CUATRECASAS CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "“I’ve worked with Mr. Cuatrecasas on the sale of two companies, each time to a large cap multinational. I was impressed with his ability to quickly analyze the financials and then with skill and creativity help negotiate for the maximum value. It is always a pleasure working with him – he is a consummate professional.” https://www.appletongreene.com/clp-cih-technology-company-acquisition" Verified by Endorsal.io L. MICHAELS CANADA star-alt star-alt star-alt star-alt star-alt "The Business Modeling program ensures that our business models are constantly reviewed and updated. It is just about the most important function of every business. As a Venture Capital company we were used to implementing the program with new investments. It never occured to us to continue implementing it within our successful client portfolio, but once we started doing so, our success rate and ROI increased substantially, because less was being left to chance. I would recommend this program to any business, particularly well established ones." Verified by Endorsal.io MR. ALBINA CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO AUSTRALIA star-alt star-alt star-alt star-alt star-alt "I have known Mr Albina for approximately 15 years, initially meeting when working at Boeing, then moving to Airbus and staying in contact ever since. I have found Mr Albina to be one of those rare individuals who uses a personal touch to achieve technical outcomes. Pat’s strengths lay in his broad technical background and experience, coupled with genuine empathy and ability to develop high-performing teams. This was particularly evident when establishing the Australian Multi-Role Helicopter engineering management system and workforce from scratch, and when project managing follow-on proposals. I have no hesitation recommending Mr Albina for roles involving system, team or performance development and improvement. https://www.appletongreene.com/clp-cih-strategic-decision-making" Verified by Endorsal.io L. WILKES UNITED STATES star-alt star-alt star-alt star-alt star-alt "We implemented the Business Expansion program through Appleton Greene across all departments several years ago. We realized that we had the market interest to achieve significant growth over a short period of time and we wanted to ensure that we were well prepared. The program provided us with a clearly defined process which could be implemented within all departments simultaneously and this really helped us to achieve buy-in and commitment from key stakeholders throughout the organization at the same time, which was invaluable. We still use the same multi-departmental process today." Verified by Endorsal.io MR. CHICLES CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "American Standard Companies, when it was a multi-industrial corporation, was a holding company for 3 businesses: Trane Airconditioning, American Standard Brands, and WABCO. Mr. Chicles was charged with developing a strategy to build an in-house sales channel. https://www.appletongreene.com/clp-cih-acquisitive-growth" Verified by Endorsal.io MR. LYNCH CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Lynch has played an important role in my professional leadership development as CEO. I identified Mr. Lynch and selected him to work with our organization due to his wide expertise and global experiences. His work with me had significant impact on the performance of my organization, as well as the many organizations collaborated with pursuing competitiveness. First, Mr. Lynch coached us in building skills and competencies to be able to think strategically in a global context; be able to articulate an inspiring vision across cultures; and make wise choices amid complexity and uncertainly. Further, coached me in my role to put these competencies and methodologies into practice as I led global teams, built collaborative and dynamic networks and grew my organization and its leadership to expand across Canada and complete globally. Next, Mr. Lynch helped build and develop deeper competencies to build and lead collaborative networks to better provide strategic direction, facilitation, and the development of transformational frameworks. This work was undertaken with major industry leaders, many of whom were competitors. I was able to develop, through Mr. Lynch’s coaching, strong facilitation skills to develop collaborative approaches and solutions that built strong commitment and engagement among each of the stakeholders. And by addressing challenges through awareness building and innovation, we designed collaborative solutions and pilot projects to demonstrate and measure success and enhance capacity building; each of the projects saw higher than anticipated success. https://www.appletongreene.com/clp-cih-collaborative-excellence" Verified by Endorsal.io MR. JOSEPH UNITED STATES star-alt star-alt star-alt star-alt star-alt "I would recommend Appleton Greene programs to any organization that enjoys being process-driven. They are well-structured and all follow the same format. As a bank everything that we do needs to be well structured and we always need to have a commitment to continuous improvement. Therefore and needless to say the AG Continuous Improvement program is my favorite. Put simply, it allows us to focus on what we do well and then make it better." Verified by Endorsal.io MS. MITTERAND FRANCE star-alt star-alt star-alt star-alt star-alt "Tout investissement dans la formation est un investissement dans l'avenir. Cependant, un retour sur investissement peut être mesuré par des progrès graduels, aussi petits soient-ils. Appleton Greene a réussi à s'assurer que ses programmes sont axés sur les processus, ce qui signifie que les progrès sont faciles à voir pour tous ceux qui sont finalement impliqués." Verified by Endorsal.io DR. BHALLA UNITED STATES star-alt star-alt star-alt star-alt star-alt "Dr. Bhalla designed and delivered two sessions on Leadership (Trusted Business Advisor) for our senior managers through his association with ISB. Senior Managers at Deloitte play a pivotal role in the organizational strategy, direction, and success. They form the leadership pipeline and are future Partners and Directors of the firm. Given their significant role and responsibility, their development is a strategic and critical function in the firm. Dr. Bhalla was extremely professional and easy to work with during the design and delivery of these programs. He took time to understand our context and needs in detail. This time spent upfront helped him design a very focused program for our senior managers. The program delivery was very interactive and highly effective. Dr. Bhalla was able to connect with all participants through his delivery style and relevant content. The post program survey was a testament to the program effectiveness with most participants agreeing that it will have a positive impact on their work https://www.appletongreene.com/acs-customer-experience" Verified by Endorsal.io MR. CHICLES CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "ITT Corporation, the original conglomerate, has a portfolio management mindset for its businesses, investing in them commensurate with the returns they generate and disposing them through sale or spinoff when there’s an opportunity to create value. As the Senior Vice President of Strategy & Corporate Development I was responsible for ITT’s portfolio and in 2007 we needed a new platform for growth – one that was related to our water technology business, demonstrated profitable organic growth, and provided a platform to build through additional acquisitions. After intensive strategy work around our markets, competitors and how we differentiate ourselves, we determined that Analytical Instrumentation was an industry that met our strategic criteria. Water testing is a great market to be in. Regulations demand testing, water infrastructure is growing, there are consumables (aftermarket revenues!) and it related to our water treatment businesses. https://www.appletongreene.com/clp-cih-acquisitive-growth" Verified by Endorsal.io MR. ASHADE UNITED STATES star-alt star-alt star-alt star-alt star-alt "Siemens - Annual Revenue at one of the manufacturing plants was approximately $170M per year. However, warranty costs (this was the cost associated with addressing post sale quality issues of the product) were historically 3% of annual revenue. Mr. Ashade was tasked with reducing this line item by 30% for the year. He was able to get this reduced to 1.3% of annual revenue which equated to a 58% improvement, or almost double the initial goal. https://www.appletongreene.com/acs-business-operations" Verified by Endorsal.io K. TOWNSEND UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "We have implemented the following Appleton Greene programs so far: Marketing integration Brand management Economic planning Negotiations process Marketing communications Market entry The thing that I like about all AGC programs is that they are well structured, incorporate process and each one features a strong value proposition. This is because each program is developed, tried and tested within established organizations. It is a winning formula for mutual success." Verified by Endorsal.io MR. CHINAGLIA ACCREDITED SENIOR CONSULTANT (ASC) ITALY star-alt star-alt star-alt star-alt star-alt "Mr. Chinaglia helped to established the Asian business model (legal and operational) to conduct business in Hong Kong, South East Asia, China and India focusing on the China market. Selection and screening of distribution agents. Implementation of performance targets. SaliceDirect reporting line to the owner and CEO of the business. Turnover $50, FTE’s 35, agents in 10 countries, 3 office3, own plant in China South with 100 employees. Direct reports 10. In Hong Kong start-up of an operational and commercial company: creation of the Asian sales force and opened a China-based manufacturing facility. https://www.appletongreene.com/acs-transitional-growth" Verified by Endorsal.io MS. STOLL ACCREDITED SENIOR CONSULTANT (ASC), APPLETON GREENE UNITED STATES star-alt star-alt star-alt star-alt star-alt "It was such a pleasure to work with Ms. Stoll to deliver Safcos customer satisfaction surveys. She is incredibly talented, organized, and always brings a level of positivity to every conversation. Her experience in customer insight and retention is unparalleled and I appreciate all of the help she provided to our Marketing team. Ms. Stoll is without a doubt an incredibly valuable asset to any company she is a part of. https://www.appletongreene.com/acs-customer-service-experience" Verified by Endorsal.io MR. PETTERSSON CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt ""Value-Based Leadership Performance has helped me strengthen my inner potential and see to the positive aspects of who I am as a leader. The education process has helped me to have a more positive mindset and to focus on the things I have achieved and what is possible. Now I see my leadership as an opportunity for development rather than obstacle." https://www.appletongreene.com/clp-cih-value-based-leadership-performance" Verified by Endorsal.io MR. SIANO UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Siano led multiple business transformation projects and advised the CMO, Senior VP of CRM and their staffs on digital marketing, CRM, customer experience, customer contact strategy, loyalty, Next Best Action, and marketing operating model. Additionally, he led teams that were enhancing marketing technologies, including data, successful integration and deployment of Campaign Management, DAM, MRM and retention/loyalty solutions. He was able to correct initiatives that were severely behind schedule and over budget. The disciplined approach to technology and process improvement led to a reduction of marketing and sales costs of 10% while simultaneously increasing rate of return on marketing expenditures by 3%. https://www.appletongreene.com/acs-marketing-transformation/" Verified by Endorsal.io S. GROSS UNITED STATES star-alt star-alt star-alt star-alt star-alt "Relationship management is a critical success factor for any b2b service company and the Appleton Greene Relationship Management program improved our processes beyond recognition. We have always prided ourselves on being good at managing client relationships, but you can always improve, always. The cost of not improving is enormous and RM was a real game changer for us. We became more objective, more client-led and more able to satisfy our client needs by constantly improving the resources available to us. We have changed from being a very good band into an orchestra." Verified by Endorsal.io DR. WADE CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "“If Dr. Wade is leading a seminar in your company, I highly recommend that you sign up for it immediately! I was recently promoted to operations manager of an investment firm and was in need of some guidance in navigating the waters of management. Dr. Wade gave us the tools and strategies that I will be able to use to effectively communicate and begin to build trust with my team. His “Culture of Honor” value is going to be added to our company’s commitment to excellence. Thank you, Dr. Wade!” https://www.appletongreene.com/clp-cih-adaptive-leadership" Verified by Endorsal.io MR. LAM CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO CHINA star-alt star-alt star-alt star-alt star-alt "“Mr. Lam consulted with a task force on streamlining and putting processes into place for a project that had been incredibly manual, labour intensive and complex. He was able to successfully navigate through complicated procedures, as well as work with a technical team to create a seamless ordering and requisition procedure. Mr. Lam worked with multiple teams located across Asia-Pacific and connected the right people at the right time to help accelerate the process. Myself and other members of the task force team found Mr. Lam to be highly personable and responsive to our (many!) questions and he took the time to thoroughly consult with the team to understand perspectives/frustrations and ultimately to come up with solutions, that have removed several non-value-added tasks to all of our roles. We are forever grateful!” https://www.appletongreene.com/clp-cih-process-re-engineering" Verified by Endorsal.io DR. POPA CANADA star-alt star-alt star-alt star-alt star-alt "Dr. Popa is one of the most competent clinical research professionals I have ever met. He knows and utilizes the principles of ICH and GCPs in all of his work. His site management ability is excellent; his sites love working with him and he is able to get results very easily. Dr. Popa is every project manager’s dream! He is an extremely hardworking and dedicated team player. He is always willing to assist with any task to meet project timelines. He has also brought a wealth of skills in many areas that proved to be significant assets to the team as a whole. His medical background along with in-depth understanding of clinical research as a whole only enhances his abilities to handle any task that is given to him. It was a true pleasure to work with him and I hope to have the opportunity to work with him in the future. Dr. Popa would most definitely be a tremendous asset to any organization. https://www.appletongreene.com/acs-business-administration" Verified by Endorsal.io MR. TESCHNER CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "“Extremely relatable content and so many takeaways to put into action within our organization.” https://www.appletongreene.com/clp-cih-team-accountability/" Verified by Endorsal.io T. JOHNSON UNITED STATES star-alt star-alt star-alt star-alt star-alt "Microsoft - Ms. Johnson helped me get clear about top priorities and skills as a leader. She helped me navigate some difficult relationships within my own functional area. Each time we met, my confidence grew stronger, learning how I contribute to the success of my team using my natural talents. Through our sessions together I was able to take steps to ensure my professional relevance ten years out while improving the relationship in my team. Satisfaction in this area improved by 75% during our time together. On a personal level, by understanding my own strengths, I was able to have a better relationships with my daughter and my mother, so the work we did together had a positive ripple effect. https://www.appletongreene.com/acs-collaborative-teaming/" Verified by Endorsal.io MR. ARDILA CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "At GM Latin America, Mr. Ardila attained market leadership for the Chevrolet brand in the region, going from 14% to 18% share. Revenues went from $12B to $20B in 4 years and number of vehicles sold from 650,000 to 1 million. https://www.appletongreene.com/clp-cih-growth-strategy" Verified by Endorsal.io L. JEWSON UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "In an unpredictable world, the Corporate Sustainability program by Appleton Greene helps us to steer from the helm. It helps us to weather any storm that comes our way and to negotiate the challenges that we face on a daily basis. It also helps us to be more at one with the environment and to plan for alternative resources. The program provides useful processes that analyse and challenge the status quo and enable us to source alternative ways of doing things. This is a crucial responsibility for any manufacturing business today and the CS program keeps us on point." Verified by Endorsal.io MR. AURIACH CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO FRANCE star-alt star-alt star-alt star-alt star-alt ""I chair a consulting and integration company specializing in contact centers. These systems manage interactions between customers and companies, regardless of the channel, chat, email, technical interfaces or social networks. We called on Mr. Auriach to determine and set-up a working method and an operational process, on the one hand to define and validate our 5-year innovation strategy, on the other hand to implement it and to include an ambitious communication plan focused on our innovation agenda. This has allowed us to pivot our positioning by focusing on the recognition brought to us by the software publisher Genesys, world leader in the sector, and the perception of our offering by our ecosystem of customers, prospects, partners, collaborators and job candidates. We already had the technical skills, we lacked the process of managing our innovation projects, prioritizing our investments and focusing on the effective execution of our disruptive strategies." https://www.appletongreene.com/clp-cih-high-performance-innovation" Verified by Endorsal.io K. SPENCE UNITED STATES star-alt star-alt star-alt star-alt star-alt "There is no doubt that we are becoming more structured in everything that we do since we started implementing Appleton Greene's processes. We started off with a program in our customer service department, but we have now implemented a variety of different programs within 5 departments. The programs are incredibly reasonble given what you are able to achieve with them. The consultants and learning providers that we have worked with are very professional, well trained and very personable. Good experience all round and easy to measure ROI." Verified by Endorsal.io MS. ENNIS UNITED STATES star-alt star-alt star-alt star-alt star-alt "This program bring a lens to your business that will help you focus on the things that matter and the essentials that will move you and your organization forward. The instructors provide excellent counsel and creative business solutions to complex issues. They will quickly identify your issue through insightful questions and provide the support to develop the capabilities, processes and technology required for success in the future. I am always amazed at the way the team can take a situation that I am wrestling with, and like solving a Rubik’s cube, untangle the problem in a simple straight forward way that makes the resolution obvious. https://www.appletongreene.com/clp-cih-virtual-transformation" Verified by Endorsal.io P. SIGLER UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "Tremendous Sales Outsourcing program. Would recommend this to anyone with a sales department. There are so many good sales generation, lead generation, telemarketing and after sales organizations now, that it just does not make any sense any more to do things in house. It is far easier to scale up or down whenever you need to, your costs are variable instead of fixed, so less risk and the AGC-SO program helps us to manage it all effectively." Verified by Endorsal.io MS. WHITBECK CERTIFIED LEARNING PROVIDER (CLP) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Ms. Whitbeck was a great help while she was working with us! She played a vital role in the complex implementation of a member service initiative encompassing all of our US Warehouses. She effectively worked toward our organizational plan by meticulously mapping out our processes to maximize efficiency, effectiveness, and ease of use. At each phase of the project, Ms. Whitbeck was rigorous in helping us identify value gaps and refine our framework. She was also able to highlight and mitigate potential risks and system failures. Even more importantly, Ms. Whitbeck quickly adapted to the Costco culture and environment, which facilitated bringing all of our team members and stakeholders at each level together. She ensured that everyone’s needs were addressed in our new program process. Overall, Ms. Whitbeck approaches her work carefully and with cheerful aplomb. https://www.appletongreene.com/clp-cih-sales-strategy" Verified by Endorsal.io T. JOHNSON ACCREDITED SENIOR CONSULTANT (ASC), APPLETON GREENE UNITED STATES star-alt star-alt star-alt star-alt star-alt "I reached out to Ms. Johnson for support when newly promoted to bank manager and navigating some other big goals, like finishing a book. In our time together, she helped me prioritize objectives at the bank and also helped me create a structure and writing process for completing a book, something that had been on my list for a long time. This was a good investment for me on a professional level and a personal level; I really wanted to have more balance between work and life, and Ms. Johnson helped me strategize ways to be disciplined about my commitment to both. https://www.appletongreene.com/acs-collaborative-teaming" Verified by Endorsal.io MR. ERICKSON CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Erickson has helped our company immensely over the last year. He helped me step back from the daily grind of just running our business to define realistic strategies to grow our business. He first focused on the fundamentals of our business operations, such as cash management, sales, and financial goal-setting. Our foundation was not as solid as I thought it was and our weaknesses were keeping us from reaching our full potential. Mr. Erickson ‘s persistent focus finally opened my eyes to how important mastering these fundamentals is to growing the business I want to have. One year later, we are on course for achieving our goals for growth in sales and profits by more than our 35% target. More importantly, I have regained my enthusiasm for running the business and feel like I am in control of our future. With respect to a return on our investment, he definitely exceeded my expectations. https://www.appletongreene.com/clp-business-optimization" Verified by Endorsal.io DR. KEIS CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "“Dr. Keis’s consulting services, coaching expertise, and ability to communicate effectively exceeded my expectations. Thank you very much for being the lead consultant for our national business process redesign project. Like the VP of Chrysler stated on tape, this was the best work he has ever seen, to help us move forward.” https://www.appletongreene.com/clp-cih-transformational-leadership" Verified by Endorsal.io DR. HEFT CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt ""We had the pleasure of working with Dr. Heft through the course and scope of a leadership development program that was launched to support high-potential executives within our organization. Dr. Heft served as an executive coach to program participants, working one-on-one with many of our top leaders, over a nine-month period and during a time of intense organizational uncertainty, ambiguity, and change. Dr. Heft’s approach, style and expertise had a direct impact on the success of the program and contributed to exceptional growth in program participants, resulting in high-retention rates of the leaders who worked with her and movement into higher-level leadership roles as organizational changes unfolded. Throughout the program, Dr. Heft helps those she worked with chart clear goals, identify, and remove perceived and real barriers, increase self-awareness, and improve mental clarity and resilience. One of the most impressive elements of the coaching Dr. Heft provided was her ability to incorporate brain-based science to help leaders understand their emotions and ultimately the way their feelings impact their behavior and decision-making. This was well-received by participants and different from what they’d experienced in the past, leading to rich insights on the part of participants and a positive experience that left leaders asking for more of what she delivered." https://www.appletongreene.com/clp-cih-Behavioral-Science" Verified by Endorsal.io MR. AREVALO MEXICO star-alt star-alt star-alt star-alt star-alt "El programa de Planificación Colaborativa demostró ser la piedra angular de nuestro éxito en las Américas, lo que nos permitió identificar a las partes interesadas clave tanto interna como externamente y operar de una manera que beneficiara a todos. Como empresa de logística, esto no solo es importante para nuestros clientes, también es importante para nuestros proveedores, porque uno depende del otro. Nos permitió tomar mejores decisiones y contar con la aceptación y el compromiso de todos los interesados." Verified by Endorsal.io L. WHITBECK UNITED STATES star-alt star-alt star-alt star-alt star-alt "Boeing - I am honored to clearly and emphatically state my absolute confidence in Ms. Whitbeck. She has earned my sincere respect and admiration. She is the epitome of exceptional personal and professional ethics, inspiring complete trust and confidence. In a single word, “insightful” is often and easily applied to Ms. Whitbeck as a consultant and trainer. She gathers facts and data, while rejecting complacency to reveal blinders that were holding our team back. She understands the human element in the equation which facilitates a transparent and empowered working relationship. She has a comprehensive knowledge of sales strategy, techniques, and psychology. She helped us map and then build an effective streamlined methodology and process. She challenged every team member in the best way to grow and reconnect with their passion to be of service. Ms. Whitbeck easily works across multi-functional departments within organizations, bringing us together to define realistic strategies for achieving our goals for growth in sales and profits. She quickly understood our needs and has been instrumental in assisting us implement refinements to our thinking, processes, and customer journey. https://www.appletongreene.com/clp-cih-sales-strategy" Verified by Endorsal.io P. SCHWARTZ UNITED STATES star-alt star-alt star-alt star-alt star-alt "A successful product needs to engage customers in such a way as it stimulates the imagination. Appleton Greene has managed to achieve this with it’s corporate training programs. They are developed by individuals who are clearly passionate and believe in what they do and this enthusiasm is transferred through our employees into business process improvements." Verified by Endorsal.io DR. MEEKS UNITED STATES star-alt star-alt star-alt star-alt star-alt "Sigma Health Consulting is a niche healthcare/healthcare technology consulting firm in the Washington, DC area providing healthcare delivery and healthcare technology consulting services to the Veteran’s Administration (VA), US Department of Defense, and various commercial health networks and facilities from time to time. Dr. Meeks provided health care technology consulting and portfolio product management SME in supporting Sigma’s VA customer in a variety of roles and expectations. He most recently provided technology management expertise as a project/product manager guiding a portfolio of interactive patient-facing and/or provider-facing web & mobile health apps for VA providers and Veterans. https://www.appletongreene.com/acs-technology-innovation" Verified by Endorsal.io S. ERICKSON UNITED STATES star-alt star-alt star-alt star-alt star-alt "Filmtec Corporation - We brought Mr. Erickson in as a consultant to help us improve our operations during the early transition right after The Dow Chemical Company bought us. He quickly showed us his capabilities as he worked across multi-functional departments. He brought cohesiveness and a level of knowledge and expertise that were missing in the organization. He was an active part of the business management team which consisted of sales, marketing, and finance managers of Dow. This team was responsible for running and growing the business. He assimilated well into the team. He was an instrumental part of the team in improving our business capacity that helped the company grow by over 300% in less than five years. He interacted well with all levels of personnel, from Dow executives to the people on the floor. We appreciate all he did to help us make the purchase of FilmTec the success it was. https://www.appletongreene.com/clp-business-optimization" Verified by Endorsal.io MR. GREENE CERTIFIED LEARNING PROVIDER (CLP) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Ray-Ban, was a great place to practice the techniques of productivity. Sunglass business was growing at around 20% a year for four years. State-of-the-art R&D technology led to new products, an acquisition contributed, additional and more modern equipment at two manufacturing plants was installed, two more facilities were added including a maquiladora plant. The main assignment was “don’t let us run out of capacity”. Employees understood the products of the company and their reputation in the marketplace for style and quality, which definitely contributed to motivation." Verified by Endorsal.io MR. ROBINSON CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Robinson provided project management coordination for the evaluation of weathering effects on 200-300 foot high rock pile stability. Activities included developing standard operating procedures for field and laboratory activities. Responsibilities included serving on the Weathering Index and Modelling committees and providing support for the development of a robust data and document database to support various Principal Investigator research activities." Verified by Endorsal.io MR. FAIGEN CERTIFIED LEARNING PROVIDER (CLP) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Consumer Industry, CEO Of Robotics Company While we were a pioneering leader in our field, we became overly reliant on technological innovations and equated these with product innovation. New Product Business taught us how to redeploy our highly talented professionals to be more aware and sensitive to emerging customer needs, which in turn shaped our technological advances into winning commercial products. We moved from measuring success by the number of patents we achieved and the leading-edge technologies we packed into our products to an entirely new set of learning metrics that tell us how fast we are progressing each day and how sharply we will hit our target market. https://www.appletongreene.com/clp-cih-new-product-business" Verified by Endorsal.io MR. ANTONGIOVANNI CERTIFIED LEARNING PROVIDER (CLP) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Antongiovanni was hired to assist the President with turning the company around and integrating into ITW processes. The company had failed several internal audits. He assessed the current team and reset expectations. He developed existing resources and brought in new talent based on updated employee expectations. This process included our international accounting teams in Europe and China. https://www.appletongreene.com/clp-cih-financial-leadership" Verified by Endorsal.io MR. MACEACHERN CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. MacEachern, together with his small team of leadership experts, delivered a world-class leadership development program. It became somewhat of a cornerstone of our leadership program, and we put hundreds of leaders through, including VP’s, directors, managers, and front-line leaders in multiple divisions. By embedding these proven leadership practices into our performance management process, it reinforced these leadership behaviors, and they became part of our culture. The result was a significant uplift in our employee engagement in the divisions that participated. https://www.appletongreene.com/clp-cih-coaching-engagement" Verified by Endorsal.io MR. BOLAND CERTIFIED LEARNING PROVIDER (CLP) UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "Mr Boland worked with remarkable success in his entrusted tasks and he contributed considerably to the success of the company. His personal conduct was faultless, as regards system and effort, and was marked with high timeliness. He was equally regarded by the Board, employees and colleagues, and fulfilled his responsibilities effectively and successfully, with a high degree of loyalty. He orientated his staff towards goals and success. He was an acknowledged partner and leader due to his technical knowledge and team guidance. https://www.appletongreene.com/acs-process-excellence/" Verified by Endorsal.io P. SHORESH UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "The Appleton Greene Human Capital program is really a must for any organization that is a service industry or has a large HR department. We have to be able to measure all human activity and performance in financial terms and the HC program achieves this without making people feel like a financial resource." Verified by Endorsal.io M. ROBERTS UNITED STATES star-alt star-alt star-alt star-alt star-alt "US Army - Crisis Management. Ms. Roberts was the driving force that created our Strategic Communication Office from scratch, developing the processes and procedures and educating the command. Her efforts ensured key communications to allies in the Pacific had all words and images aligned with the desired messaging. She played an integral role in securing Chinese acceptance of aid for the first time in this command’s history. Her work enabled the command to project a powerful, yet helpful presence within the Pacific Rim Theater to assist and train our allies in keeping the area secure from regional threats." Verified by Endorsal.io MR. SIANO UNITED STATES star-alt star-alt star-alt star-alt star-alt "General Motors - Mr. Siano made many contributions over an extended period of time and brought a collaborative spirit to the work he did. He brought vision to a disciplined mind set and is a strong delivery tactician. One example of the many key accomplishments was the revitalization of a brand and supporting marketing programs that posted a 42% year-to-year sales increase while reducing the cost per sale by 38% in the first year and a 19% year-to-year sales increase while reducing the cost per sale by 26% in the second year. By challenging the status quo, his practical approach is cost-effective, time-effective and process-effective. https://www.appletongreene.com/acs-marketing-transformation/" Verified by Endorsal.io MR. ANTONGIOVANNI UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Antongiovanni was brought into help our new CFO. He quickly helped us assess the current team and make improvements. He also helped to improve the effectiveness of the team and helped us to focus our recruiting efforts when looking for new members. The improvements allowed for a reduction in overall costs while improving the team dynamics. https://www.appletongreene.com/clp-cih-financial-leadership" Verified by Endorsal.io J. LUMB UNITED STATES star-alt star-alt star-alt star-alt star-alt "Hewlett Packard - HP’s optical storage business unit desired to improve its performance by getting closer to customers to enable tailoring of solutions that matched regional customer experience expectations and improve profitability. Utilizing regional market and total customer experience analyses, Mr. Lumb's program helped HP’s business unit to design and transition its business unit model from a centralized global model to a global technology hub and 3 solution strategy/solution delivery-focused regional business units (Americas, APAC and EMEA). During this transformation, clear cross-functional roles, responsibilities, processes, information flows, and metrics were well defined and implemented. The end results were better regionalized products and processes optimized to deliver and did deliver superior performance in each region. https://www.appletongreene.com/clp-product-lifecycle" Verified by Endorsal.io MS. UOTI-VAISANEN CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO MONACO star-alt star-alt star-alt star-alt star-alt "“We have worked with Ms. Uoti-Vaisanen and her team on a superyacht market entry project. The entire team is very capable, professional, credible, and innovative in their work. I found the Superyacht Sector Marketing Program particularly insightful and applicable to my business. I would recommend her services to any company interested in exploring and preparing a market entry project for the superyacht industry. I believe her and her team’s knowledge base and skills are an asset to any company they cooperate with. Ms. Uoti-Vaisanen will equip you with the knowledge to break into the superyacht world and succeed. I’m looking forward to a continued relationship with them as the brand grows and offers new services and products. “ https://www.appletongreene.com/clp-cih-superyacht-market-entry/" Verified by Endorsal.io F. CHINAGLIA ITALY star-alt star-alt star-alt star-alt star-alt "Olivetti SpA - P&L responsibility for the Office Automation Business in the EMEA region (7 subsidiaries) including IDS and OEM’s (International Direct Sales & Original Equipment Maker). Co-ordination and management of all Marketing & Sales activities within the division. Division reorganization from loss making (losing €10m) to profitability. Improved business performance through sales expansion and cost cutting. Turnover €300 m, FTE’s 300, Direct reports 10. Within 12 months was promoted from General Manager for Direct International Sales to Vice President of Sales and EMEA Director. In Olivetti he restored business profitability in 2 years; merged different country markets; opened new subsidiaries in emerging markets and closing some in WE and implementation of a strict cost cutting program in the Division. https://www.appletongreene.com/acs-transitional-growth" Verified by Endorsal.io MR. BISS CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "One of the most powerful trainers I’ve had the privilege to witness. Mr. Biss has a unique ability to be able to form a workshop that not only gives you an experience that can change your life but also give you practical strategies that you can walk away with and take right into your life to get the change that you want. He is an amazing coach that can take you from where you are to where you want to get to in record speed. If you’re an organization that needs a facelift or needs someone to come in and re-invigorate your staff…Mr. Biss is your guy." Verified by Endorsal.io MS. PENTERMAN CERTIFIED LEARNING PROVIDER (CLP) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Ms Penterman has been invaluable to Timbalaya in helping us think through our strategy, product development, funding goals, and rollout into the USA market. Her 20+ years as a professional in arts and culture, along with her strategic yet pragmatic approach has been extremely helpful. Personally, she also exudes kindness, generosity and helpfulness. It’s been a true delight to work with her." Verified by Endorsal.io DR. GLICK-SMITH CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "“Once in a blue moon you come across a beautiful soul and have the privilege of working with them over many years – Dr. Glick-Smith is such a friend, co-worker, and giver. For a dozen years she volunteered as a CEO to come and share her life story and her vast experience with my leadership forums in Dallas, Los Angeles, Chicago and in Irving. Now with her life’s true passion found, Flow Leadership, she has even more value to share and does so in an inviting and endearing way that has you hoping that the experience will last longer. If you want to get to the heart of your people, Dr. Glick-Smith is your guide.”— Founder | Chief Learning Officer https://www.appletongreene.com/clp-cih-flow-based-decision-making" Verified by Endorsal.io MR. CONNELL ACCREDITED SENIOR CONSULTANT (ASC) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Mr. Connell was responsible for managing the Alliance between Jacobs and Coors Brewing executing and delivering a significant project portfolio over a 4-year period. During his tenure, the project team significantly improved the multi-project execution methodology and outcomes for the brewing, packaging, utilities and infrastructure projects in multiple breweries and project locations throughout the USA. This enabled the client to achieve its expansion objective by the successful execution of the various capex, opex and sustaining capital projects in the portfolio. The Value Engineering (VE) program that was applied, yielded approximately 20% savings of total installed cost for the client.” https://www.appletongreene.com/acs-project-excellence" Verified by Endorsal.io DR. KEYSSER ACCREDITED SENIOR CONSULTANT (ASC) UNITED STATES star-alt star-alt star-alt star-alt star-alt "Dr. Keysser brought an idea to us of refinancing some of our existing stores to take advantage of reduced interest rates, and a very strong demand in the market for our proposed type of debt. At the time, there were advantages within the tax code that made those financing methods feasible, but those provisions were scheduled to be reduced in the near future. He assisted us in analyzing the net impact on our bottom line of undertaking these refinancings. He was a key figure in this strategy, recommending options for lowering our costs of capital and our operating costs, and reminding us of the time-urgency of concluding these refinancings before the announced change in tax law. He then conducted the refinancings of seven of our stores in four different states, which contributed significantly to our cost savings. https://www.appletongreene.com/acs-financial-management" Verified by Endorsal.io N. LIM CHINA star-alt star-alt star-alt star-alt star-alt "The world has become a much smaller place. It is much easier for many people to travel and they do so for business and pleasure with increasing regularity. This has resulted in more international and less provincial thinking and corporate training within our organization needs to reflect this. It is no surprise that many traditional educational programs such as MBAs have become more international and enable students to study in two or three different international locations during their study terms. Online training has also encouraged international collaboration. However, at Appleton Greene, they have truly embraced this philosophy through it’s business partnering with hundreds of learning providers and consultants who all work remotely from a variety of different international locations and this has proven to be a masterstroke and consolidates their unique global positioning." Verified by Endorsal.io MS. SHERWOOD CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "U.S. Department Of Veterans Administration – Acquisition Academy “I liked everything about this training. I like the instructor’s approach. If a student did not understand the material presented in the original way, she presented it in another way. If the student still did not understand, she tried a third approach until the student understood. She was patient and kind.” https://www.appletongreene.com/clp-cih-performance-minded-leadership" Verified by Endorsal.io M. AKWULE SOUTH AFRICA star-alt star-alt star-alt star-alt star-alt "Being a participant in Appleton Greene's Social Responsibility program in South Africa encouraged me to become a Learning Provider myself. I loved the way the program brought everyone together and helped companies to integrate more with the local communities they served. I became so empowered by this experience that it gave me the confidence to develop my own program with an already established and enthusiastic market in South Africa." Verified by Endorsal.io MR. THOMSON CERTIFIED LEARNING PROVIDER (CLP) CANADA star-alt star-alt star-alt star-alt star-alt "Providing accurate delivery of radiotherapy to cancer patients is paramount to both their health and safety. MDX introduced a radiotherapy QA system, complete with hardware and dedicated software, that significantly reduced error rate and helped to streamline patient processing for daily therapy. The system provided 3D versus 2D representation of treatment delivery when captured by the hardware prior to patient delivery. This gave a more precise representation to the medical physicist when calculating associated dosage. The hardware could also be adapted to present in up to 21 planes giving even more definition of the delivery path by the radiotherapy system. System cost was also comparable or less than competitive hardware systems, which also did not offer dedicated software for review and planning. The result was an easily deployed, superior system that was partnered with the world’s largest radiotherapy treatment company." Verified by Endorsal.io MR. SIANO ACCREDITED SENIOR CONSULTANT (ASC) UNITED STATES star-alt star-alt star-alt star-alt star-alt "As the lead strategist and consultant on a major marketing, sales, and service alignment initiative, Mr. Siano led the alignment of sales and marketing processes to shorten sales cycle, create shared revenue generation goals, and ensure that customer experience is consistent with brand across all media channels. The initiative required the mapping buyer journeys for all customer profiles around SalesForce.com deployment and reviewing and fine tuning processes for customer handling. He enabled the division to be able to refine our processes, handle the project management duties and lead our own change management. The results speak for themselves. Pipeline velocity increased by 5% and lead close rate by 4%. https://www.appletongreene.com/acs-marketing-transformation/" Verified by Endorsal.io MR. BELMONT UNITED STATES star-alt star-alt star-alt star-alt star-alt "Ambit Energy - The organization was the forefront on energy savings for struggling consumers paying for utilities. This business was a favorite provider for people that believed in what it offered. Obviously, many people were later drawn by its mission for helping customers save on gas and electricity: whereas developing customers. As an independent consultant, Mr. Belmont embodied the practice of informing consumers on how to save on a good utility plan: using preferable rates given by the company (for certain locations). Rates were compared to what the consumer was currently paying. It was a historic moment when gas and utility giants became deregulated: allowing small companies to become secondary providers. Customers had benefited from its services and a friend. Fortunately, this became an example of what customers favored: knowing that someone benefited from the plan as well. The application was practical. Teaching clients about the plan became easier: which indirectly increased the organizations client base. We saw savings after the first payment." Verified by Endorsal.io MS. ENNIS CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED STATES star-alt star-alt star-alt star-alt star-alt "It’s not just a one-time classroom setting. It was on-going. It was also with their peers and they had the opportunity to learn from each other. The biggest shift was the managers had self-awareness. It was the ability for them to let their guard down and say “ok, maybe I do need help.” Who is the manager I want to become? What does that manager look like? And how do I take the necessary steps to become it. The results have been really impactful. From the start we immediately saw that the way they engaged with their employees changed. They went from really stopping, listening, paying attention to what their employees was giving them as feedback. Whereas in the past they were just rushing through their day to get “their job” done as a manager, instead of saying my job is to work through my people. The staff was so engaged in growth mindset, they said we should do this in new hire orientation, they should all go through this. https://www.appletongreene.com/clp-cih-virtual-transformation" Verified by Endorsal.io MS. JACEWICZ CERTIFIED LEARNING PROVIDER (CLP) UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "Ms. Jacewicz successfully designed, procured, mobilised, and implemented service delivery model for the Siemens sustainability showcase building. “The Crystal” included cutting edge building management systems and associated “green” infrastructure that required re-think of traditional facilities and asset management concepts. At its core, the Target Operating Model design required the team to shift their focus from business function activities to cross-business functions delivery. Under the “One FM” umbrella, team members, regardless of their background shared knowledge about building management systems configuration, error thresholds and escalation parameters. Extensive training, knowledge exchange and participation in commissioning activities empowered the delivery team to take ownership of day-to-day activities in the round the clock service delivery model. Everyone’s engagement and shared interest to keep the building configuration parameters synchronised and balanced provided comfort environment for the occupiers and great customer feedback. The team commitment and collaboration strengthened implementation of asset management best practice methodologies in line with ISO5500x series. Enhanced training and gained knowledge provided skills for detailed planning of workflow and therefore permitted cost control and setting up strong risk management approach to systems failure. Thorough understanding of building systems and ability to analyse data and information from various sources improved operational decision making. Supported by asset verification and alignment of asset data, to set up asset management information system, improved physical asset performance leading to development of complex Life Cycle replacement strategy to ensure continuity of the building services and their configuration management. https://www.appletongreene.com/clp-cih-rapid-transformation-system" Verified by Endorsal.io MR. SIANO UNITED STATES star-alt star-alt star-alt star-alt star-alt "Business transformations are difficult, especially when policies, procedures, processes and culture are well entrenched. Mr. Siano worked with the senior team to develop marketing operations processes, data processes, technology strategy and tactics to transition from product centric to customer centric organization. Additionally he helped us quantify opportunities and put in place procedures for us to continue the work on our own. He provided exceptional leadership, direction and support to the extended teams encouraging collaboration. Mr. Siano excels at helping firms develop the big picture, synthesize it down into a business case and then providing executive leadership to the team to execute the vision. https://www.appletongreene.com/acs-marketing-transformation/" Verified by Endorsal.io MR. HORROCKS CERTIFIED LEARNING PROVIDER (CLP), APPLETON GREENE & CO UNITED KINGDOM star-alt star-alt star-alt star-alt star-alt "“I met Mr Horrocks for the first time in a large meeting during the decision process for an ERP system within our Group HQ in Paris and it appeared we had the same vision on the process. Later, during the implementation process, I learned Mr Horrocks is a very honest guy with a very positive and inspiring drive, managing change processes during and in very difficult circumstances. During his stay with us he helped to implement the ERP system further in detail, including the difficult change process. Good listener, sparring partner and a great person to work with.” https://www.appletongreene.com/clp-cih-technology-invoked-change" Verified by Endorsal.io Page load link Go to Top APPLETON GREENE & CO * Information * Our History * Mission * Offices * Back * Services * Corporate Training * Standard Programs * Bespoke Programs * Training Process * Back * Clients * Client Profile * Client List * Industry Sectors * Client Testimonials * Back * People * Consultants * Learning Providers * Appleton Greene * Consulting Companies * Back * Locations * The Americas * Head Office * United States of America * Canada * South America * Back * Europe * Europe * Switzerland * Back * Asia * Middle East * India and Pakistan * China * Japan * Far East * Back * Other * Africa * Australasia * Back * Back * Publications * Customer Service * e-Business * Finance * Globalization * Human Resources * Information Technology * Legal * Management * Marketing * Production * Back * Contact * Search Consultants 4.9/5 175 verified reviews & testimonials All 175 Endorsal 175 — "undefined" Endorsal testimonial Appleton Greene & Co is rated 4.9/5 from 175 reviews & testimonials. 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