Head of Strategic GTM Pursuits

Head of Platform Value & Monetization Strategy - Partner Ecosystem Success

Head of Global Sales Strategy - Technology Adoption

Enterprise Transformation Lead - Industry Value Advisory

Industry Value Advisor

Covering large enterprises in Central Canada.  Leading Value Discovery, Value Realization and Value Management engagements at SAP key Canadian accounts.

Also Global Value Engineering Lead for Managed Mobility and Original Device Manufacturers.

Principal, Value Engineering & Mobility

Peniel Holdings Ltd

Owner

Virtuate

At Virtuate we are singularly focused on your success.  Everything we do has the ultimate goal of improving your organization’s performance in the marketplace.  We do this through our three core services:

STRATEGY: Where is your organization headed?  What is your purpose? Is your internal operation organized to deliver on your strategy? Are your resources equipped to get the job done?  How does your organization interact and respond to threats and opportunities in the marketplace?  Who are your competitors and how do you fit in the marketplace?

DESIGN: From a new process to a new product; from a new site to a new application... we will work with you to design and source the right solution for you.

EXECUTION: Individually or with our implementation partners we will implement the solutions necessary for you to be successful.

We have a network of partners, analysts, operations gurus and writers who are ready to jump in on your next project.

Publisher of the now retired Mobile Strategy Blogs. 

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Engagements:
- Business Model Analysis and Market Risk Assessment (Private Equity)
- Mobile Remote Deposit Capture Vendor Scorecard & Analysis (Financial Services)
- Project Finance Control (IT Banking)
- Mobile Business Analysis (IT Banking) 
- Process Integration Expertise (Gov't Health Agency)
- Business Process Redesign (Provincial Gov't)
- Market Research: Mobile Enterprise and Consumer Trends
- Market Strategy, Business Case Development, Research and Analysis on Mobile Financial Services
- Mobile Application Analytics White Paper and Presentation 
- Enterprise Mobility Market Strategy
- New Services Design, Prototype and Rollout 
- Non-Profit Management and Program Design
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New web presence coming at virtuate.ca

Strategist, Analyst and Publisher

Mobile Strategy Partners

We provide an objective source of advice on mobile commerce, mobile banking, mobile payments, and mobile marketing.

Our mission is to help our clients capitalize on the revolutionary advances in mobile technology to increase revenue, lower costs, and win more customers.

Senior Partner

eHealth Ontario

Living the dream of electronic health and is working on:
- The design and implementation of a provincial deployment methodology for eHealth Solutions. 
- eHealth Ontario’s approach and related documentation to roll out eHealth Solutions to the province’s +25,000 healthcare providers.
- Creating toolkits (for providers and end-users)
- The change management and process redesign of integrating eHealth Solutions into established healthcare settings (from small physician practices to large multi-site hospitals).

Practice Management and Process Integration

Ministry of Health and Long-Term Care

Process Redesign and Integration with the eHealth Program... designing the processes that will deliver, implement and maintain eHealth Solutions to healthcare practitioners/providers across Ontario.

Process Integration Specialist

Research In Motion

In addition to managing the Mobility Business Solutions Team I was responsible for executive client relationships at the executive level as the Engagement Manager for the Professional Services Group. 
	Developed and maintained project plans, communicated status and issues, set and managed client’s expectations, project scope, project changes and resources.
	Engaging partners and enterprise customers at the executive level to analyze business needs and develop business cases based on sound ROI and TCO analysis.  
	Identified market trends and developed new ideas into services with corresponding project plans, collateral and marketing approach. 
	Gathered customer requirements and developed customized services to meet their business requirements. 
	Crafting strategies and mobility road maps to improve mobile worker productivity and asset utilization by focusing on processes, systems, and behaviours.

Engagement Manager, Professional Services

Areas of expertise - Government and Healthcare

Mobility Business Solutions Analyst

Jeruell Management Group

Duties included a broad range of operational and corporate responsibilities.  

Responsible for product development, marketing and delivery of performance improvement solutions.
  
Lead the ‘Analysis Team’ in opportunity discovery engagements, presenting the findings to client senior executives and designing the larger engagement that would best meet their needs.  

	Management of the organization including strategic and operational planning, fiscal oversight and organizational policies and procedures
	Managed analysis and delivery team members
	Developed and managed project/program schedules, project scope and budgets (including project P&Ls), resource allocation and utilization, identified and mitigated project/program risks
	Provided thought leadership and direction for clients

Director of Operations

Carpedia International Limited

Lead teams of consultants on the delivery of performance improvement solutions.  As an Operations Manager I was responsible and accountable for delivering to the client what was sold.  

Every project I managed delivered on its promise of a measurable bottom line return to the client.  

Responsibilities included:
	Delivering projects in adherence to both the client and Carpedia’s requirements for cost, schedule and quality
	Preparation and delivery of training sessions in addition to executive mentoring and management coaching
	Management Operating System design and installation (including budgets, resource plans, KPI’s, schedules and operating reports) 
	Change management and communication strategy development and execution
	Results measurement, project evaluation and follow up

Key Achievements from sample projects:
	Managed a team responsible for assisting in the integration of a large Canadian insurance company's internal support service operations after its merger with a competitor.  Cost savings were 20% better than originally projected.
	Managed a sales improvement project at a leading paper distributor in Southern Ontario.  Reorganized sales territories and designed and implemented a call centre to manage house accounts.  
	Managed a radioactive material yield improvement, cost reduction, fleet reduction and product pricing project at a nuclear medicine provider with 19 Nuclear Pharmacies spread through 8 different north and southeastern states.  Realized savings - $3 million dollars. 
	Managed a streamlining and cost reduction project in the Mortgage Administration Department of a large Financial Services organization.  Reduced labour costs by 25%.

Manager

Parisella, Vincelli Associates Consulting Group, (PVA Consulting Group)

Responsible for delivering productivity improvement services to clients as part of a team of consultants. Results achieved through on-the-floor coaching, work method improvement, procedure development and the design and installation of management tools.

Management Consultant

Experienced strategist, sales and marketing coach, analyst and operations consultant. Highly accomplished, detail-oriented, problem-solving professional with over ten years experience in process improvement, operations, sales training, P&L management, change management, organizational redesign and consulting.

Subject matter expert in two key areas:

* Operational Strategy:  Development of customized programs in a wide range of industries from healthcare, to financial services and from heavy manufacturing to government services.  Aligning operational performance to strategic imperatives in difficult situations is what Jose does very well.  Experienced in all areas of operational performance, sales performance, market strategies, product & service development, research & analysis of key industry trends.
* Process Optimization:  Lean transformations, process optimization, change management and operational improvements.

Although Jose has worked for a wide variety of clients in a broad spectrum of industries and has saved these clients millions of dollars, if you ever catch him in an elevator he will tell you his biggest strengths are his ability to:

   1. Step back and look at what is affecting your organization from a strategic perspective … but without losing site of the day to day realities of running your business (i.e. cash flow, organizational behaviour, workflow constraints, day to day operations).

   2. Translate complex concepts and multiple data streams into digestible, easy to understand and presentable ideas.

   3. Act as a bridge and facilitator between business and IT.

   4. Build consensus and bring teams together to implement, adopt and own new technologies and processes.

Jose has experience in the following industries/sectors:

    * Financial
    * Healthcare
    * Insurance
    * Retail
    * Technology
    * Professional Services
    * Government
    * Public Safety
    * Emergency Responders
    * Resource Extraction

Specialties: * Sales & Marketing Program Analysis
* Sales Coaching & Mentoring
* Business Strategy Development and Execution
* Mobile Strategy and Mobile Roadmap Development
* Market Strategy and Implementation
* Integration and Adoption of ‘new’ technologies into ‘old’ processes
* Market Research & Business Case Development (including ROI & TCO Studies)
* White Papers & Customized Content
* Competitive Analysis & Positioning
* Financial Analysis & Cost Reduction Strategies 
* Service and Product Development

Jose Colucci

TELUS International

Sr. Director, Digital Solutions Sales - Eastern North America & Europe

Axim

Responsible for achieving bookings and growth targets for Axim in the Americas by expanding our brand and profile.  Expanding and lead the sales organization to:

-Increase the lifetime value of existing customers
-Identify, target, and onboard new logos
-Develop & Execute sales strategy across all practices

SVP, Sales & Marketing - AMS

Great Professional Services organizations enable customers to win in their respective marketplaces by helping them build thorough plans, realize the full promise of their investments, and increase their own capabilities while simultaneously managing their risk.  

At Axim Global, we help organizations optimize, modernize and virtualize their communications environments, increase their productivity, reduce required effort, and - above all - delight their customers. We work with our customers (some of which employ some of today's most sprawling customer experience ecosystems) to mature their customer delivery to increase sales, retain more customers and create business advantage through our unmatched expertise and unique lifecycle management approach.

VP, US Sales

Veritas Technologies LLC

GM, Professional Services - East, Canada, Strategics

Avaya

Primary responsibilities include identifying, managing, and closing sales opportunities that include professional services revenue for Avaya's Global and Federal customer segments.  These opportunities are complex, and involve managing a large, diverse group of internal and external stakeholders.  All of our engagement is built to deliver each customer's desired business outcomes, and can include one or more of the following engagement types:

- Business Process Consulting and Optimization
- Architectural Review and Roadmap Design
- Customer Experience Consulting
- Implementation Planning and Execution
- Staff Augmentation
- Cloud Enablement Workshops
- Aggregation of multiple in-house and third-party solutions

Regional Sales Leader & Client Principal, Global/Federal Accounts

I consult with Fortune 50-1000 corporations, healthcare organizations, and state governments throughout the US, helping them develop strategies to increase cash flow while reducing their risk and operations costs.  I partner with Fortune 50-1000 corporations, healthcare organizations, and state governments to create cloud engagements which deliver the outcomes that their customers require.

I create sales opportunities within prospective customers and existing accounts, and develop custom solutions that enable them to invest in their key business outcomes instead of just keeping the lights on.  I create and execute our win strategy, lead interactions with the customer, direct the extended account team in accordance with our strategy, and negotiate our contracts. 

Highlights: 
- Closed contracts worth $16m TCV (Total Contract Value) in 2015
- Closed contracts worth $19.5m TCV in Q1 2016
- Created qualified funnel of $124m TCV based on net new prospects and existing customers.

Sr. Manager, Cloud Business Development

Worked with two Fortune 100 companies,enabling them to delight their customers.  We worked together to develop, implement, and support best-in-class customer contact (including voice, self-service, digital/mobile), unified communications, networking, and video solutions.

Senior Strategic Account Manager

Named Account Manager

Nortel

Sprint

Enterprise Branch Director

Enterprise Sales Manager

Major Account Sales Manager

Nextel Communications

Data Account Executive

I am a high-performing Sales & Marketing Leader with 20+ years of experience in enterprise software/SaaS and Services to Fortune 1000 enterprise clients. Proven track record of increasing revenue, developing and executing winning sales strategies, and building high-performing teams. Skilled at building relationships, driving results, and creating a culture of performance, trust, transparency, and accountability.

- Lead sales & marketing for a Software/SaaS organization, Talent Solutions, and Customer Experience Consulting (CX) firm, serving the Enterprise Segment in the Americas.
- Increased overall bookings by 28% YoY in the first full year leading Sales in a startup environment 
- Delivered double-digit YoY KPI improvements in Bookings, Sales Cycle, Number of Opportunities, Average Deal Value, and Win Rate.
- Closed net-new multi-million dollar SaaS, Software, and Services contracts with multiple large enterprises, including Fortune 60 US Insurance firms.
- Closed multiple multi-million dollar nearshoring contracts with market-leading Communications Solution Providers & Value-Added Resellers.
- Developed business with prospects & customers, both directly and via strategic channel partners across Axim's portfolio of services and SaaS Analytics Tools.
- Create, Manage, Execute, and Adapt Axim's Sales Go to Market, Marketing, and Growth plan, defining sales goals, channel partner strategy, market segments to increase inbound leads, sales bookings, and company visibility.
- Consistently deliver accurate forecasting and reporting of pipeline, bookings, and revenue.
- Scope, negotiate, and contract complex engagements for services, SaaS, and custom software that drive ROI and business outcomes for Axim's Enterprise clients.
- Recruit, hire, enable, empower, and mentor all sales professionals in proven consultative selling techniques.
- Facilitate the continuous improvement & development of Axim's services and product portfolios through thought leadership, continuous personal development, knowledge of market trends & business needs, and collaboration with customers on innovative new solutions.

taplio

The Battle

Jose Colucci

Marcus Gates

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