Loyola University Chicago

Quinlan School of Business, Loyola University Chicago

Management Consulting Professional

Portland, Oregon, United States

- I  developed  the customer experience at Bay Sun Solar, a solar start up by becoming the primary point of contact with customers after the sale until solar got installed at the customer's home, passed final inspection and obtained interconnection. It entailed obtaining customer buy-in at every stage of the install process and addressing issues immediately to minimize cancellations and ensuring projects got funded in the shortest possible time. 
- I oversaw dealings with the installation company Nexus Energy Systems  on a day to day basis communicating with their senior project manager, office manager and interconnection manager to manage  the installation project internally for Bay Sun Solar through the different stages-design, permits, install scheduling, completion,PG&E interactions, inspections,  became a primary source of information for status on projects 
- I also streamlined the lead management process by managing sales appointments on a day to day basis for the sales force. I effectively scheduled appointments and assigned them to salespeople  to get better sales outcomes. I managed the integrity of leads in the company's Microsoft Dynamics  CRM system. 
- I controlled the  quality of set appointments for canvassed leads by ensuring they met min. requirements needed to define a salable lead and reset and rescheduled appointments that did not sit to maximize returns from money spent on lead acquisition.
- I defined and created a schedule of daily, weekly and monthly reporting of appointments to evaluate sit and sale rates by lead source and sales reps . 
 -I created the reporting to salespeople in the form of  weekly newsletters to the south bay and east bay sales force to inform them on status  of each of their sales.
- My efforts decreased cancellations, reduced time to funding, increased sit and sale ratios, created a system of information dissemination and got Bay Sun ready for growth.

BAY SUN SOLAR

Manager Sales Operations

- As Real Estate Broker I oversaw the administration of leasing, sales, property management functions and built a book of business for property management. 
-    I handled the financial aspects of the company- accounting, taxes, budgets as well as vendor management, recruiting, issue resolution, community advertising, client relations, systems administration, client data management and website maintenance.
-     I analyzed Real Estate markets and sales patterns in depth to develop a new business concept more conducive to the altered state of real estate post sub-prime dissolve comprising a method of securitization of real estate over the internet. I applied and acquired a US patent for the computerized method.
-    I managed the technology products for web administration and analyzed performance based on metrics provided by the service providers like web design providers, web meeting sites, brokerage management software to name a few.

Beehive Planet LLC

Founder and Chief Executive Manager

Analytics Architecture
-               Designed and implemented the Analytics back end for a Retirement Planning Financial Services application prototype using SAS. The design used multiple regressions, clustering segmentation and Monte Carlo Simulation techniques. Used Acxiom data for the prototype, analyzed GAPS between data used and achievement of full potential of the application and put together a plan for bridging the gaps. 
Organization Strategy
- Researched and analyzed the functioning of the Market Research Department of a top 5 medical Insurance provider in view of its ability to be the focal point of the organization’s Consumerism strategy. The assessment was done through interviews of people at various levels of the client organization.Developed leading practice areas for a best in class Marketing Research organization. Evaluated client’s current state and put together a change plan to bridge existing gaps. Focused on the ability of advanced technology to bridge some of these gaps and introduced some Accenture Technology Labs assets in that context.

IT Strategy
- Researched the current use of Biometrics technology in industry and assessed capabilities within Accenture Technology Labs to develop and deploy Biometrics technologies for the consumer market. Evaluated the ability and limitations of internal research to address the biometrics issues in the consumer space.Developed project plan for developing related technology and a visualization of implementation in the real world.

Analytics Methodology
- Evaluated the clusters generated by text mining algorithms used by a leading auctions website to determine a method for quantitative evaluation of these clusters.

Start-Up evaluation
-        Put together a revenue generation model for a new mobile app within competitive landscape. Examined methods prevalent in the industry and  alternate ways of pricing to recommend a pricing strategy and long and short term revenue generation scenarios

Accenture

Senior Consulting Analyst

- Understood the current Promotions and Advertising processes and helped put together a Road map for the future.
- Analyzed Media Spend Trends and Competitive Spends and created scenarios for future spending. Presented findings to senior management.
- Analyzed circular promotions in terms of levels of Participation in the different promotions and drop frequencies. Presented results to relevant senior managers. Combined data from different sources and created an Analysis database for the purpose. Contracted with the Print Production Management software vendor-Vertis for regular data feeds for the Analysis database.
- Evaluated current state of the Marketing Mix model and its ability to address senior management needs.
- Assessed current Promotions management and pricing needs with respect to the efficacy of a software tool to aid the process. Created a Business Needs Document and conducted meetings with vendors with that in view-DemandTec, SAP, Connect3.
- Put together the methodology for analyzing the effectiveness of Circular Promotions and analyzed January Promotions.

Ace Hardware

Analytics Manager

IRI Household Panel Analytics
- Developed expertise in data management, Analysis and Insight development for Custom analyzes-
o	Brand Switching-Quantifying the extent to which a brand's sales came from switching from competing brands. Brand- Ambien, Client McNeil
o	Leakage Trees- Analyzing Leakage of Buyers and Transactions to competing Retail Outlets.
o	Segmentation- Segmenting buyers based on quantity and value of purchase as well as CRM related attributes.
o	Cross Purchase and Purchase Summaries- Running and Analyzing sales metrics across several brands and reporting insights based on customized specifications.
- Used SAS programming to assimilate data for Analyzes from IRI multi-outlet panel data (a household panel of over 70,000 households that transmit data on their household purchases), IRI Rx Pulse Panel(a specialty panel that transmits data on their prescription purchases) and Med Profiler, an annual syndicated survey on Health related attitudes.
IRI, Store Data Analytics
- Worked with IRI Syndicated Store data. Managed a Project for extracting, transforming and analyzing data of drugs in Upper Respiratory, Internal Analgesics, and Gastrointestinal therapeutic areas by their Form. Required getting voluminous data extraction work done by Global Outsourcing center in India.
- Presented Phase1 results of above analysis to the Client and delivered an Executive Summary of results.
R&D
- Evaluated the use of Market Structures (a combination of a Decision Tree Model and Clustering) and Purchase String Analysis for use in the study of treatment regimens across Rx and OTC drugs for an ailment.

Symphony IRI Group

Manager, Custom Analytics

Reporting
- Used Oracle PL/SQL programming, SAS programming, Excel VB and Excel to create performance Dashboards. Client-Pfizer, United Airlines
   Analytics
- Analyzed the time taken by different types of contracts to reach the contract close stage from the different stages in the sales cycle. Interpreted and tabulated results. Client-United Airlines

ZS Associates

BIS Associates

- Built a prototype for a web-based scheduling system for WaterSavers, a distributor of water saving bathroom products. Evaluated options and recommended solutions for the final implementation. Carried out logical and physical database design, and implemented the database using MS-Access.

Ashley Bee