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.

Vaughan Broderick

Wiley

Co-Author, Innovation in Action

Helping organisations become future-ready & thrive in constant disruption through field-tested human-centred innovation methods

- Customer insights
- Customer experience design
- Growth strategy
- Service design
- Lean innovation methods
- Workshop design and facilitation
– Human-centred design capability programmes

🔥 Highlighted Testimonials:

"The experience was so positive and impactful for us that we have asked Vaughan back on numerous occasions to assist us with designing services.  His expertise in design thinking coupled with an engaging personal style makes him a valued member of the team that is transforming our organisation." 
- Nick Scott, General Manager, Service Delivery, Brackenridge

"Vaughan facilitated our value proposition workshop as we were at a loss as to how to get started. Vaughan skilfully challenged our thinking through a range of activities and questioning, and we left the workshops feeling a sense of clarity, newfound enthusiasm and collective understanding. We would not hesitate to use Vaughan again in the future.” 
- Sara Luckman, Strategy Manager, NZ Young Farmers

"The group greatly appreciated the interactive nature of the program combined with the opportunity to think and reflect on how the practices and skills developed would benefit the public sector and challenges with which they are grappling. Thanks Vaughan, hopefully we can repeat this next year." 
- Dr. Chris Vas, General Manager Food Innovation Precinct, Western Australia

Founder - Innovation Lab

University of Canterbury

Lecturer - Innovation by Design - July 2023 - Present

- Teaching human-centred design to business masters students.

Guest Coach - Executive MBA March 2023 - Present

- Coaching MBA innovation students

Mentor - Innovation and Entrepreneurship - Mar 2021- Present

- Mentoring student founders to utilise design thinking and lean innovation methods

Impact Lead - Centre for Entrepreneurship - July 2023 - Present

Innovation Lecturer - Executive MBA Coach - Startup Coach

Festival for the Future

Guest innovation workshop facilitator at Aotearoa’s biggest leadership and innovation summit.

Guest Workshop Facilitator

Chartered Accountants Australia and New Zealand

Authoring training content on Business Models, Value Propositions, Pitching & Storytelling, Strategy and Creative Problem-solving using a design thinking approach

Author - Strategy and Creative Problem-solving

Te Whatu Ora Waitaha Canterbury

Helping public sector organisations use design thinking to collaborate, innovate and create more insight driven, human-centric organisations.

+ Design thinking projects
+ Workshop facilitation
+ Design research
+ Prototyping and testing

Design Thinking Coach

Brackenridge Services Ltd

Helping to reimagine, redesign and implement service and system change to meet regulatory requirements, exceed client and stakeholder experiences and outcomes. So far, we have redesigned the assessment and transition process for individual service offerings that have resulted in reduced lead time, improved quality, reduced risk and increased customer experience and outcomes.

Key Responsibilities:
Co-designing service and innovation
Stakeholder engagement and communication
Amplifying the voice of the customer
Change leadership and embedding new ways of working

Change and Innovation Project Manager

Consulting in the social services sector as part of my MBA (and post-graduation), I am leading the digital transformation of Life Storybooks for young people in care. This project requires multi-stakeholder management, the development and maintenance of key relationships across all levels, meeting and surpassing key project deliverables and the development of effective change leadership implementation strategies.

The project necessitated the effective use of design thinking, lean and change leadership methodologies to manage various stages of the project and included the establishment of the additional project supporting elements such as foundation and design principles, organisational structures and development specifications.

Innovation Project Manager

Sabbatical

Taking a year off to travel with my family provided a great opportunity for many amazing experiences together. The most valuable part was how we developed personally and as a family when confronted with challenges and obstacles that required adaptability, problem-solving, teamwork and coping skills.

World Traveler

Broderick Consulting Ltd

Broderick Consulting was in the business of helping clients achieve their financial goals. I founded and grew a successful business serving hundreds of clients throughout New Zealand until a successful sale was executed.

Founder and Adviser 

Innovation coach helping you & your organisation thrive in disruption | Teaching proven practical methods to help people innovate | UC MBA | Follow for posts about startups, innovation & leadership

Innovation shouldn’t feel like pressure without progress.

Yet many leaders I work with are stuck in exactly that space.

They’re expected to move fast—but don’t have time to think.
They’re leading innovation—but unclear whether they’re solving the right problem.
They’ve run strategy sessions and pilots—but can’t make the change stick.

I help leaders and teams slow down where it matters—so they can move faster where it counts.

My work focuses on four key challenges:

Understanding the real problem behind the problem (no more jumping to solutions)
Designing smarter decisions in complexity (move forward with clarity, not chaos)
Aligning teams and stakeholders (so change feels shared, not forced)
Implementing innovation that sticks (not stalls)

I blend psychology, human-centred design, and practical strategy to help people turn insight into action - especially when the stakes are high and the path isn’t obvious.

As an innovation coach, advisor and educator, I’ve supported 225+ teams across business, government, and education to design smarter decisions and lead real change.

I’m known as The Slow Strategist - not because I move slowly, but because I help leaders pause where it matters most. Before assumptions harden. Before decisions get baked in. Before “solution mode” derails the real work.

I’m the co-author of Innovation in Action: Unlock Curiosity, Creativity and Clarity with the DUCTRI Method, and I write a weekly newsletter read by 10,000+ professionals who want to lead with confidence - not chaos.

Earlier in my career, I founded and scaled a financial services business to 2,000+ clients and $500M in assets. Burnout led to a complete reinvention: I sold the company, travelled through 23 countries with my family, completed an Exec MBA, and retrained in human-centred innovation.

That reset equipped me with the real skills leaders need to thrive in a VUCA world: slowing down to think clearly, making human-centred decisions in ambiguity, and turning insight into action.

If you’re:
	•	Leading innovation on a complex challenge
	•	Building something new from scratch
	•	Or stuck trying to make change stick

…here’s how I can help:

1. Read by 10,000+ smart professionals each week
-> https://vaughanbroderick.com/newsletter/

2. Join 275+ smart innovators on the Innovation in Action book waitlist:
-> https://vaughanbroderick.com/the-ductri-playbook/

3. Workshops | Consulting | Speaking | Innovation Training
-> Let’s have a conversation: DM me

Research Associate

Co-authoring academic research papers on innovation and design thinking.

Vaughan Broderick 🦆🌳

One of the best aspects of co-writing a book is the opportunity to engage in conversations with innovators from around the globe.

I recently sat down with Andy Blackburn to learn about his experience as an innovator for some of NZ's largest organisations and what it was like being at the forefront of NZ's ecosystem.

Andy's one of the most purpose-led leaders I've met and it was a joy to talk with him and learn about enabling creativity in large orgs.

Cheers Andy 🙏 and thanks for helping build the book.

FYI - The Innovation in Action waitlist is open and growing. Join 280+ others here: https://lnkd.in/g55_9G9J

Christian Walsh

Want to get better at strategy? 

Dr. Nadya Zhexembayeva is holding her excellent intro to agile strategy workshop

Chief Reinvention Officer | I help corporations thrive in perpetual turbulence and capitalize on disruption | Teaching my science-based methods to help 1B people reinvent continuously

Deliberate vs. emergent: which one still works outside the boardroom?

Most teams still treat strategy as a one-and-done plan — agreed at an offsite, handed to “implementation,” and defended all year. That’s deliberate.

But in 2025, plans age in weeks. The teams that win use emergent strategy: try → learn → adjust while reality is changing. Decisions get better because feedback is built into the process.

If your calendar is full of approvals, handoffs, and re-prioritizations, you don’t have a strategy problem — you have an outdated strategy tool problem.

Ready to upgrade your strategy toolbox — and get massive relief for yourself, your team, or your client?

Join my Agile Strategy Workshop — live, free, on Zoom — Wednesday, November 12th at 12:00 PM ET (replay included). 

We’ll lay a clear foundation and then give you TONS of practice.
No theory dump. 
No boring 60-slide deck.

✅ Field-tested across tons of industries, countries, and situations
✅ Works for team, project, enterprise, or personal strategic planning
✅ Hands-on training with immediate feedback and mistake correction

212 professionals have already registered for this 2025 Agile Strategy workshop - the only one we are having this year, so don’t miss out! 

Register now — link in the first comment 👇

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Casey McCormick, MBA

Vaughan Broderick 🦆🌳

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The Battle

Casey McCormick, MBA

Vaughan Broderick 🦆🌳

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Vaughan Broderick 🦆🌳's LinkedIn Performance

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