Casey McCormick, MBA

Intellivant

Leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

Founded a boutique consulting firm utilizing an Agile business model to provide businesses and their leaders access to superior digital transformation, management consulting, and executive coaching solutions.  Developed, implemented, and refined the company’s business plan to help entrepreneurs, executives and their companies thrive using proven methodologies and cutting-edge technologies.  Employed Business Intelligence and Data Analytics to optimize all aspects of businesses to ensure superior performance.  Recruited, and retained experienced consultants to contribute to the successful execution of client projects.

•	Specialized in helping our clients achieve sustainable success by providing guidance and support in the areas of automation, business transformation, coaching, consulting, communication, collaboration, growth, innovation, leadership, mentoring, negotiation, organizational design, operations management, problem solving, process optimization, productivity, strategy, systems, technical guidance, startup incubation, and funding.
•	Developed a unique approach combining hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.
•	Guided executive coaching clients in clarifying their top challenges, assessing the root causes of their issues, identifying long-term solutions, and developing potential maximizing execution plans.
•	Provided unbiased external guidance to executives seeking to transform their businesses and maximize their potential.
•	Forged long-term strategic partnerships with dominant industry leaders, including Microsoft, Salesforce, Google, and Amazon Web Services (AWS).

Chief Executive Officer

Provider of managed services, cybersecurity and digital transformation for 1,000+ mid-market financial services organizations worldwide with over $3 trillion of assets under management.

Worked with all C-Suite Executives, 30+ Account Executives, 200+ Digital Transformation Technical Professionals and all Strategic Partners to grow the Digital and Business Transformation Business Unit.

•	Led the design, development, and execution of a cross-functional Digital and Business Transformation sales strategy focused on the Private Equity, Venture Capital, Hedge Fund, and Investment Bank client base.
•	Worked with sales professionals across the United States, Europe and Asia selling Digital Transformation Services.
•	Coordinated with technology professionals to ensure successful delivery of Digital Transformation Projects.

Director, Digital Transformation

AgileThought

Key executive team member responsible for the daily operations of the Innovate Line of Service, growth of its three underlying Practices (Product, Training and Coaching) and expansion of the service offerings to enterprise clients. The Innovate Practices exist to inspire and advise the enterprise to new heights of thinking, behaving and decision making. Transforming organizations and digital products through consulting, coaching, and training using innovative approaches like Agile, DevOps and Design Thinking.

•	Responsible for daily operational excellence of the Innovate Line of Service and professional support for the 50+ Product, Training,and Coaching Practice team members.
•	Responsible for all aspects of delivery excellence associated with Innovate Line of Service engagements across the full project lifecycle with annual billings >$15,000,000.
•	Responsible for engaging in sales pursuits and business development to ensure continued business growth coupled with high client and team member satisfaction.

Global Senior Director, Innovate Line of Service

Sold and lead custom enterprise software development projects for global Fortune 1000 clients. The scope of this role spanned from ideation and design to scaled delivery and support while guiding clients in transforming, building, and running their digital businesses. This included leveraging next-generation technologies to create competitive differentiation and exceptional customer experiences. This was done utilizing consultants and delivery centers across North and Latin America by providing Agile-first delivery for a variety of industries with expertise across all facets of digital transformation, application development, advanced data analytics (AI, ML, & IoT), cloud services, UX design, DevOps, and automation.

•	Responsible for all aspects of custom enterprise software development projects with annual billings >$6,500,000.
•	Recruited, staffed, and managed high-performance, cross-functional teams of up to 50 professionals with as much as 60,000 managed hours per year.
•	Responsible for a broad array of Account Management, Business Development and Sales across a diverse set of global clients and industries.

Global Director, Client Services and Delivery Leadership

CMM Partners

Management Consulting and Executive Recruiting Firm specialized in Healthcare, Information Technology (IT), Biotechnology, Legal, Accounting, and Financial Services.

Established company and developed an Agile business plan and model after conducting extensive pro forma financial and competitive analyses of recruiting industry businesses.  Designed a low cost, low overhead, well-organized and highly efficient business entity that mitigated risk while optimizing profits.  Investigated industry best practices and fastest growing verticals to target the most cost-effective niches.  Scrutinized competitors’ inefficiencies. Developed and implemented strategies and processes to ensure productivity and success.

•	Secured contracts with Am Law 100 law firms—the largest law firms in the US—by executing relationship building campaigns composed of cold calling, emailing, and other outreach tactics.
•	Developed a proprietary database of companies, clients, contacts, resumes, job orders, and projects that was continuously refreshed with clean, enhanced, and updated information.
•	Recruited and placed partner level and senior executives earning $150K+ for companies in the high tech, legal, and financial industries.

CEO and President

Systems West Computer Resources

National Consulting Firm providing Businesses and Utility Industry expertise via Strategy, Process, and Technology Consulting.

Recruited during a period of rapid growth to serve as Project Manager directing the implementation of a proprietary summary billing program for complex, multi-premise electric utility accounts. Consulted with client companies on compliance with complex regulations required to support electricity deregulation, bill unbundling, and Electronic Data Interchange (EDI) of records between all related parties, including alternative energy suppliers.  Managed portions of $100M annual project with 10 direct reports.

•	Built, mentored, and directed a team of experienced consultants to design, develop, and implement a highly complex CIS summary billing project—replacing manual data analysis and billing with automated systems.
•	Served as a client liaison with the New York State Public Service Commission to define and develop the business, regulatory, legal, and technical requirements for Electronic Data Interchange (EDI).
•	Managed the project to design and develop the first EDI transaction sets for a global electric utility client.

Consulting Project Manager

CA Technologies

Global Software and IT Management Solutions provider helping customers manage and secure complex IT environments to support agile business services.

Hired in recognition of deep experience assisting electric utility clients with deregulation and risk mitigation from Y2K.  Challenged to grow the business, solidify customer relationships, manage projects, and define the scope of requirements for new internal and external projects.  Ensured collaboration as a single cohesive unit among clients, other consulting firms, and project teams.  Managed 5 direct and 5 indirect reports.

•	Performed full SDLC (Software Development Life Cycle) Project Management for a $3M Mobile Data Project for a large US based electric utility while serving as the subject matter expert on project scope and requirements.
•	Designed and developed software modules for key electric utility clients.
•	Negotiated $1,000,000+ project extensions with multiple electric utility clients.

Accenture

Global Management Consulting, Technology Services and Outsourcing Company serving clients in more than 120 countries.

Hired after receiving MBA and graduating at the top of the class.  Charged with creating enterprise billing software for electric utility companies during industry deregulation.

•	Designed, coded, tested, implemented, and maintained the bill print functionality and batch processes that allowed large electric utility clients to print and mail millions of dollars of bills daily.
•	Researched and analyzed client tariffs filed with the New York State Public Service Commission to unbundle charges, allowing alternate energy suppliers to bill for a portion of customer’s bills.

Technology and Process Consultant

Executive Coach | Management Consultant | Entrepreneur | Investor

I've spent the last three decades as a highly-trusted advisor for organizations ranging from startups through Fortune 500 companies spanning multiple industries.

I've successfully negotiated and executed $100,000,000+ in consulting engagements, built many high-performance teams and helped transform numerous companies into profitable, effective and efficient organizations.

I use my experience, skills and insights as a High-Performance Executive Coach, Management Consultant, Advisor, Entrepreneur and Investor.

MY PHILOSOPHY 
I have a proven track record of delivering measurable results while empowering individuals and organizations to reach new heights of performance.

I believe with the right mindset, strategies, systems, and support, anything is possible.

With my extensive experience in leadership development, problem solving, strategic planning, team building, and performance optimization, I'm confident in my ability to help you take your career and business to new heights.

My goals are to empower you to:
• Achieve your goals.
• Identify your strengths.
• Overcome your challenges.
• Transform your performance.
• Optimize your leadership style.
• Thrive in both business and in life.

Whether you're an individual looking to take your career to the next level or a company seeking to enhance your performance and profitability, I'm here to help.

CORE COMPETENCIES
Account Management | Agile Methodologies & Transformation | Application Lifecycle Management (ALM) | Artificial Intelligence (AI) | Business Analysis | Business Development | Business & Technical Writing | Business Intelligence (BI) | Cloud Computing | Consultative & Solution Oriented Sales | Consulting | Content Management Systems (CMS) | Customer Information Systems (CIS) | Customer Relationship Management (CRM) | Custom Enterprise Software Development | Data Analytics | Digital Transformation | eCommerce | Electronic Data Interchange (EDI) | Engagement Leadership | Enterprise Billing Systems | Enterprise Resource Planning (ERP) | Entrepreneurship | Executive Leadership | Information Technology Outsourcing (ITO) | Interpersonal Communication | Marketing | Negotiating | Planning | Proposal Development | Partnership Development | Problem Solving | Process Optimization | Product Management | Program Management | Project Management | Recruiting | Sales Force Automation (SFA) | Scope Definition | Scrum | Software as a Service (SaaS) | Software Development Lifecycle (SDLC) | Solution Planning | Strategic Partnership Development | Strategy Development & Execution | Team Building | Vendor Management

Intellivant is a leading provider of High-Performance Executive Coaching, Management Consulting, and Advisory Services for Entrepreneurs, Executives, and Businesses.

We specialize in helping our clients achieve sustainable success by providing guidance and support in the areas of strategic planning, organizational design and development, operations management, mentoring, technological guidance, systems, startup incubation, and funding.

Our unique approach combines hands-on experience, cutting-edge technologies, and proven business strategies to deliver measurable results.

We work in partnership with our clients to create custom-tailored solutions that guide them toward an even brighter tomorrow.

We are here to help you take your business to the next level.

Are you ready to achieve sustainable, long-term success?

Contact us today at https://intellivant.com to get started.

Ash Roy CPA MBA

Productive Insights Pty Ltd

After having received a few requests, I decided to launch my own membership site where I offer private coaching (amongst other things) designed to help business owners and/or professionals increase their authority and attract high-value clients. 

Key Achievements:

• Built a self-sustaining business with multiple product lines and a team that generates multiple six figures in revenue with limited oversight. 
• Spoke across various stages internationally and was invited to become a mentor at the Australian Marketing Institute in 2023. 
• Established a strong brand identity for Productive Insights and developed multi-channel marketing strategies, leading to a doubling of revenue for 3 consecutive years.
• Delivered 20X ROI to a legal practice within 20 months of launching their podcast.
• Delivered presentations on digital marketing at a leading online marketing conference attended by the world’s leading online marketers.
• Hosted a podcast on digital marketing and business strategy with over 220 episodes featuring some of the world’s leading minds including Seth Godin, Guy Kawasaki, Sonia Simone, and many others. The podcast was featured on iTunes New and Noteworthy and is the go-to source for several businesses worldwide.
• Negotiated partnerships with leading digital marketers including Hubspot and NP Digital.
• Established and led the Productive Insights membership community for 5 years with great results. Several of our members have continued since the inception of the membership program.

To find out how to join as a founding member and lock in your low monthly membership fee for the life of your membership, go to https://www.ProductiveInsights.com/membership

Founder | www.ProductiveInsights.com | Digital Strategist | Podcast Host | Speaker

The Carbon Almanac

Editorial Contributor

Various Companies

Woolworths Limited: Spearheaded the launch of a strategic product category, providing analytical support for inventory optimization, enhancing strategic planning.

Dick Smith Electronics (Anchorage Capital Partners Subsidiary): Developed a comprehensive cash flow forecasting model for senior management, enhancing decision-making transparency.

Gate Gourmet Australia (Gate Group Member): Improved production efficiencies and resolved business process issues by establishing the Materials Information Board (MIB), and aided in Capital Asset Requests preparation with operations managers.

Janssen Cilag Pharmaceuticals (Johnson & Johnson Subsidiary): Collaborated on commercial models for strategic planning, aligned annual targets with corporate plans, supported product managers with strategic insights, and facilitated strategic and business plans for various teams.

Westpac Banking Corporation: Analyzed Term Liquidity Premium's impact on revenue, streamlined product data analysis, engaged in MIS changes for data integrity, conducted spot checks for analytical tool accuracy, and created senior management reports in Excel and PowerPoint, highlighting proposed changes' impacts.

STRATEGIC CONSULTING ENGAGEMENTS

Telstra

•	Partnered with Product Managers and strategic pricing analysts to launch key marketing campaigns aimed at increasing sales of Fixed and Broadband products
•	Assist the Product Managers in building business cases and co-ordinate the Go To Market process to launch key campaigns aimed at driving customer acquisition and retention programs
•	Assist with the planning function of the Fixed Broadband and Category team to ensure that the program of work meets annual revenue targets

Senior Marketing Analyst / Project Manager

•	Assist in forecasting and target setting for Channels and Products by building models in excel and liaising with various parts of the business 
•	Partnered with Sales Teams to provide reporting on key strategic sales initiatives such as marketing campaigns and new product launches 
•	Improved efficiency in commission payments by identifying bottlenecks in the commissions process and recommending workable solutions

Strategy and Analysis Manager

Commonwealth Bank of Australia

•	Managed business unit’s strategic information needs ensuring information requirements were retained during proprietary system changes e.g. decommissioning of source systems
•	Reduced annual costs by approximately AUD 300K by automating manual reporting processes while simultaneously meeting deadlines
•	Contributed to a 12 billion AUD growth in portfolio by providing critical MIS support and by promoting an understanding of key business drivers and metrics 
•	Trained over 30 sales staff on new reporting tools via presentations and workshops

Manager Finance and Strategy

Computer Sciences Corporation

•	Led a team of eight Key Bid Management System (BMS) Users across CSC Australia in raising awareness and increased the profile of this critical sales tool cost effectively
•	Effected a reduction in helpdesk calls of approximately 20% by organising and facilitating workshops aimed at educating BMS users
•	Systematically documented and prioritised over 100 change requests by establishing and maintaining a Change Control Board
•	Specified system requirements for three new system releases by gathering detailed user requirements

Business Analyst

I help coaches & consultants attract better clients, & build brand authority | Marketer | Consultant to Emmy Nominated TV producer | Your 9-step business growth system (DM me) | Host: Productive Insights Podcast

Are you a consultant or coach who’s great at what you do — but still finding it hard to attract high-quality clients consistently?

You’re not alone.

Most service-based professionals are stuck working LONG hours with very little reward — not because they lack expertise, but because they lack visibility and a scalable system to attract the right clients.

That’s where I can help.

I help consultants and coaches leverage content marketing (especially podcasting and YouTube) to build brand authority, attract dream clients, and grow sustainably — using a proven 9-step business growth system.

I don't believe in quick hacks or hustle first approaches. My approach is a generosity-first one which I learned from Seth Godin (more on this later) that positions you as a trusted expert over time — while freeing you from chasing leads.

🎙 I’ve interviewed thought leaders like Seth Godin, Victoria Labalme, and Rand Fishkin on the Productive Insights Podcast, where we discuss strategies like these in depth. (You can find my two episodes with Seth by searching “Seth Godin” at ProductiveInsights.com.)

📺 Watch my YouTube channel (click the “Visit my website” button at the top of this profile) for weekly, actionable insights on building a content-powered client acquisition engine.

Still unsure? Ask yourself:

❓What is it costing you to not have a clear strategy that attracts high-value clients consistently?

The data speaks for itself: ★ 48% of monthly podcast listeners follow brands on social
★ 30% hold advanced degrees
★ 16% earn $150K+ per year
★ Weekly listeners spend over 5 hours with podcast content
(Source: Salesforce.com)

You don’t need more hustle. You need the right system.

If you're ready to stop relying on word-of-mouth and start building a scalable client acquisition strategy, apply for an initial strategy session here:
👉 https://meetings.hubspot.com/ash-roy

Let’s make your expertise work for you — not the other way around.

Still not sure? 

DM me and I'll do my best to help. 

I aim to underpromise and overdeliver!

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The Battle

Casey McCormick, MBA

Ash Roy CPA MBA

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