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.

Rosendo Travieso ⭕️

BT Group

• Defined product vision, strategy, and roadmap for BT Active Intelligence Data and AI Products.
• Led and mentored a team to deliver valuable products, marketing strategies, and sales enablement plans.
• Collaborated with Product Managers, Business Analysts, and Data Scientists to drive product innovation.

Head of Product Management - BT Active Intelligence - Etc.

Productia Consulting

- Define Product strategy, mission, vision, OKRs
- Build product culture 
- Manage Product teams 
- Recruit talent and expand teams.

Product Advisor & Fractional CPO 

Product Partners France

Co-Founder

Out There Media

Leading the definition and execution of the product strategy for a mobile AdTech scaleup.  The SaaS platform runs in 15 countries across Europe, Africa and AsiaPac to deliver innovative mobile advertising services to Ad Agencies, brands and Mobile Operators. Managing a high performing multinational team of Product Managers, designers and data analysts. 

• Implemented a product lifecycle management across development, design and data to deliver on the North Star product vision and roadmap. 
• Improved metrics of success (Audience engagement, CTRs and Ad completion)
•Implemented an AI conversational bot into the SaaS platform to increase engagement and attention value.   

Member of the Senior Leadership Team -reporting to the CEO.

Chief Product Officer

Responsible for the definition of the product vision, strategy, and roadmap execution of the NXT SaaS Platform across EMEA and APAC.

Defined and implemented performance KPIs to track usage, adoption, engagement and revenue growth delivering a CSAT of 90% and NPS 75.

Built and mentored a distributed agile product and experience team of 15 based in Paris, London, Frankfurt and Madrid. 

Reporting to the EMEA Chief Digital Officer.

Vice President Product

Momentum London

Mentoring support and product team training for high-tech scale-ups to expand and implement agile methodologies. 

Organised Product Masterclasses, Product and Business Model Audits and mentoring sessions.

Lecturer & Startup mentor

Kinetic Worldwide

Leading the product strategy for Out of Home programmatic planning, trading and analytics products suite of Out of Home AdTech solutions. 

•	Delivered the Programmatic Planning and Automated Trading global product with direct integration with Exchanges, PMPs, DMPs, Space, Route and WPP legacy billing systems (Kinetic Journeys/ Aureus 2.0+).

•	Owned the development of the global roadmap across EMEA.

•	Managed a team of product and UX designers together with an offshore development team.

•	Led the development of new standards and integration of OpenRTB across the advertising industry (OpenDirect, OpenData for OOH Performance).

•	 Digital Evangelist across Kinetic. Member of the Senior Leadership Team, reporting to the UK Chief Operating Officer.

Head of Advertising Programmatic Products

Unibail-Rodamco-Westfield

Responsible for management of a portfolio of Retail Digital Products and Services to increase revenue, visitation and dwell at the Centres.  

•	Developed the digital products strategy and roadmap across EMEA for Online and Mobile applications achieving the digital transformation targets set by the business.	 

•	Supervised, mentored and coached a team of agile product and UX owners using agile tools. Delivered improved team productivity and reduced turnover. 

•	Designed, delivered and managed multichannel ecommerce products: Food Ordering, Smart Parking, Product Search, Bookable Services & Ticketing. 

•	Conducted competitive market research analysis and positioning. Identified key opportunities, segment & acorn targeting and personalisation to increase revenue growth.

•	Crafted the Value Report KPI dashboard to track all digital product measures of success, quality and performance metrics (revenue, funnel, AOV, etc.)

•	Delivered Product Search to increase visitation at the centres and generate affiliated revenues. 

•	Digital Evangelist across Westfield. Reporting to the CMO.

Head of Product Management 

Telefónica Tech

Global mobile products and services leader responsible for the vision, design and deployment of global mobile platforms (PaaS) to customers in 20 countries generating revenues in excess of €20m across the multinational segment P&L (Shadow P&L €680m). 

•	Managed and developed a large team of international product managers, UX designers and developers (UK & Spain) including training and performance reviews. Improved productivity by aligning documentation and ways of working with UK teams.  

•	Designed and deployed Telefónica Blue: a Secure Mobile HD Voice over IP mobile app with voice conferencing increasing MAU by 20% (1,700 users).

•	Deployed a Universal Wi-Fi mobile app (http://bit.ly/1c9vDuG); a zero-touch worldwide Wi-Fi aggregation app that allows using any commercial wi-fi service in the world. Monthly active users: 3,500+ lines.

Global Head of Mobile Products

Responsible for the product lifecycle management services for multinational products and services (B2B and B2B2C segments) supporting the multinational segment P&L. 

•	Launched the Managed Mobility Global Service in more than 20 countries delivering a YoY revenue uplift of 8%.
•	Improved the rating of the Global Mobile Services by Industry Analysts from Challenger to Visionary (Gartner). 

•	Produced all Sales & Marketing materials and technical presales support with the Head of Mobile. Supported consultative selling with Sales and Pre-Sales teams to achieve sales targets.

Managed Mobility Product Manager

O2 (Telefónica UK)

Served as product/project manager, designing and delivering Consumer Digital Products Portfolio Projects (B2C) for the O2UK residential market (Prepay+Contract). 

Achievements: 
•	Deployed the ‘O2 More’ (Priority) proposition, a permission-based advertising service using aggregated customer data to deliver targeted messaging and offers reaching 10 million customers by 2012.

•	Launched ‘O2 Bluebook’, a service that enabled customers to back up and store all the valuable information held on their mobile phones. The service managed to reach 500,000 users with 1.5m+ messages per day being submitted during peak usage of the service.

Senior Product Manager

CPO / VP Product | Product Leader | AdTech, Telecoms, Proptech

As the Head of Product at BT Active Intelligence, I lead the definition and execution of the product strategy for Location Intelligence products that deliver data services to Transport, Government and Ad Agencies and brands in the UK. 

I have over 10+ years of experience in building and managing data-driven products and teams in the AdTech, Telecoms, and Proptech sectors.

My core competencies include product lifecycle management, product roadmap definition and delivery, global team management, agile methodologies, UX and CX design, web and mobile apps, and multilingual communication. I am passionate about creating products that solve real problems, generate value, and delight customers. 

Fluent in English, Spanish and French.  

Skills
• Product Management
• Innovation and Strategy
• Product Roadmap definition and delivery
• Global Team Management (OKRs setting and Performance Reviews)
• Agile experience as Product Owner (Scrum, XP, Kanban, Jira, Confluence)
• UX experience and CX design (Figma)
• Web and Mobile Apps (iOS, Android) 
• Multilingual

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Casey McCormick, MBA

Rosendo Travieso ⭕️

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