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

Next Step Partners

Helping senior leaders make change from the inside out.

We are a collective of like-minded, diverse coaches and life learners, united by the shared belief that leadership can transform and grow. That profound change on the inside is the only way to deliver meaningful and sustainable change on the outside.

We provide Executive Coaching, Leadership Development, and Team Development Services as well as organizationally-sponsored Career Transition Programs

We’re for the leaders who: 
• Are willing to look inward and ask themselves the tough questions.
• Act on creative instinct when precedent doesn’t exist.
• Rise by lifting others.
• Are willing to put their ego aside for the sake of learning.
• Know there is no going back to old ways of working.

For two decades we have put our training, education and experience to work with senior leaders across industries and around the globe. Our work is nuanced and built to last because it creates the space where fears are faced and strengths are shaped into habits.

Founding Partner

Harvard Business Review

Contributing writer on topics related to Career and Leadership Development.

Contributor

Forbes

Robertson Stephens

Led Learning & Development for the Investment Banking Division

Vice President, Head of Learning & Development

Disney Consumer Products

Led the strategic planning process for EMEA Region, encompassing 22 countries.

Manager, Strategic Planning EMEA

Goldman, Sachs & Co.

Worked on various Corporate Finance and M&A transactions in the Financial Institutions Group, serving insurance companies (both mutual and public), as well as asset managers, credit card companies and banks.

Associate

Equitable

Participated in a rotational management development program, completing rotations at Equitable Capital  in Planning & Facilities and Institutional Marketing, as well as rotations in Corporate Finance and Agency Marketing.

Financial Management Associate

Founding Partner at Next Step Partners, Executive Coach, HBR Contributor, & MG100 Coach.

EXECUTIVE COACH | HBR CONTRIBUTOR  | CO-FOUNDER OF NEXT STEP PARTNERS

I work with C-level executives and other senior leaders who want to expand their professional and personal capacity; to tackle bigger, more complex challenges; to grow as humans so they can grow as leaders; to cross new thresholds of performance.  

I've had the privilege of working with senior leaders at Amazon, Clorox, DocuSign, Dropbox, Expedia, First Republic Bank, Genentech, Google, The James Irvine Foundation, Norwest Venture Partners, Nielsen, Morrison Foerster, Russell Reynolds, and Stanford’s Distinguished Careers Institute, among other organizations ranging in size from seed-stage startups to Fortune 100 companies. 

I am also a regular contributor to Harvard Business Review and Forbes.com on topics related to Career and Leadership Development.

My goal is to change the trajectory of people's lives and careers for the better. I’ve seen repeatedly that profound change on the inside is the only way to deliver meaningful and sustainable change on the outside.  

I’ve been coaching leaders since 2001. My coaching style blends pragmatism with a focus on inner growth. I am both direct and supportive. I help others develop the soft skills that deliver hard results. 

My life before coaching built solid business acumen that enables me to serve as a thought partner and peer to senior executives. I worked as an investment banker at Goldman Sachs, led the strategic planning process for the EMEA Region of Disney Consumer Products, and led Learning & Development for the Investment Banking Division of Robertson Stephens.

I specialize in helping leaders: 
• Rise above limiting beliefs and assumptions that hold them back 
• Build their ability to lead themselves and others through change, uncertainty, and complexity 
• Overcome overwhelm to create greater focus and clarity
• Engage in conflict in direct, timely, and constructive ways that move the team forward
• Get out of the weeds and to focus on higher-value strategic work

I am also a Founding Partner at Next Step Partners. We provide:
• Executive coaching for senior leaders to expand their leadership capacity
• Team development that transforms team culture and dynamics
• Leadership development that up-levels an entire cohort of leaders across the organization
• Career transition programs that build goodwill among an organization’s departing employees

I am happy to connect with any leader who is interested in growing their own leadership, that of their team, or broader organization. 


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Jose Colucci

Rebecca Zucker

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