Samples
What We do
Our services
Below are examples of several types of projects I’ve worked on during my career.
Current Client Work
Below is some of my current edtech client work. Want to dig a bit deeper? Visit my client portfolio here.
EdTech Software Provider
Case Studies
Audience:
- State Education Department CIOs, Local School District CIOs, and Education Data Staff who were:
- Attempting to meet data collection and reporting requirements of No Child Left Behind
- Looking for a Longitudinal Data Warehouse Solution
Problem:
- Ed Departments had a choice of building Longitudinal Data Warehouse from scratch, hiring a large integrator (e.g., Oracle), or buying a Commercial Off the Shelf (COTS) product like ours
- Skepticism around flexibility of COTS Data Warehouse products
- Many failed homegrown and Integrator implementations
Opportunity:
- Establish our credibility as best-of-breed COTS Data Warehouse solution in a space with few credible players
- Capitalize on string of client successes to highlight the strength and flexibility of our products
Result:
- Case Studies published as one-page downloadable documents
- Built our reputation and referenceability across the space
- Invited to finals of 4 Statewide Longitudinal Data System RFPs
- Won 3 (TX, NC, MI). At the time, TX was the largest Statewide Longitudinal Data Warehouse implementation in the nation
EdTech Software Provider
White Papers
Audience:
- State Education Department CIOs
- Local School District CIOs
- Longitudinal Data Solution Project Sponsors
Problem:
- As Longitudinal Data Warehouse implementation projects at the state-level became more prevalent, many Education Departments were unsure what staff they needed for success
- Our product was a packaged software solution — a relatively new concept in the space at the time – so we had to overcome the perception that a packaged product was plug and play
- The incoming Obama administration announced a new round of competitive grants (named ARRA-RFA). Many State Education Departments were uncertain how to use their data to apply for and win them
Opportunity:
- Prove our expertise in the Education Data Warehouse space
- Provide our prospects and customers with a roadmap on project staffing and project success
- Help our customers and prospects attain federal grant money
- Guide customers toward 3 business initiatives– our user conference, a new Professional Services business line, and a new Customer Education business line
Result:
- P-20 Roles and Responsibilities paper adapted into a user-group seminar I delivered at our conference
- Several Professional Services and Customer Education deals signed
- In some cases, new business lines allowed us to grow organic revenue without a lengthy RFP process
- Several clients won ARRA-RFA grants and we later presented those results at a national education data conference
Retail Tech Firm
Communications Strategy Plan
Audience:
- Executive Leadership Team
- VP/Director-level sponsors of initiative to consolidate our various customer support streams into a single contact center
- Program team spread across multiple business divisions, geographies and vendor partners
Problem:
- We delivered a service that had been live for several months, but had low internal/external adoption
- The division who owned the technical implementation did not know how to publicize the service
- Lack of communication had given rise to internal suspicion and customer confusion about the offering
Opportunity/Process:
- I built this communication plan to reset the focus of the initiative
- I worked with the team to:
- Identify all audience personas
- Establish where each persona was today; and what we wanted them to think, feel, and do about the service
- Brainstorm key messages we wanted to communicate
- Determine the key channels/tactics we were going to use and a high-level timeline to roll them out
Result:
- While this plan was approved, we did not get to execute it. Unfortunately, business impacts from the COVID-19 pandemic shelved the project
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