Projects​

Knowledge Platform

Implemented a field service knowledge platform supporting 4,000+ technicians. Seamlessly integrating with the service system the platform includes:

a resolution data base;
knowledge article search engine;
community support; and
chat bot.

The platform improves technician productivity and increases customer satisfaction by improving the first time fix rate, reducing call backs and reducing time to resolution. resulting in multimillion dollar savings.

Field Service ERP

Led team members from the United States, Germany, Belgium, China, Singapore, Brazil and Mexico in developing requirements for a global ERP service platform. Major focus on increasing:

customer delight;
technician productivity;
service agreement renewals; and
gross margins.

Managing a team of systems integrators, finance experts, and consultants finished project ahead of schedule and under budget.

Cloud-based Equipment Monitoring

Implemented an innovative cloud-based chiller monitoring program spanning over 5,000 assets across North America.

Chiller operating data collected through the “Internet of Things” fuels predictive analytics and machine learning which in turn has driven radical changes to the service delivery model.

The new model, along with revamped marketing, sales processes, pricing, and training has resulted in multi-million dollar improvements to the bottom line.

Business Acquisition

Led the acquisition of a multi-million dollar HVAC, Plumbing and BAS installation and service company. Completed successful integration. Created strategic business plan to exploit synergies.

By focusing on technology upgrades, renewal sales and design-build retrofit projects achieved multi-year revenue and profit growth.

Targeted, identified and assimilated “bolt-on” companies by hiring employees, and purchasing assets.

Increased capabilities and geographic coverage while increasing revenue.

Strategic Restructuring

Reorganized an operations, maintenance and integrated facility management business unit into two discrete segments and managed the spin-out of the latter.

Created a technology-driven strategic plan for the retained business unit yielding multi-year double digit growth.

Service Reorganization

Created technology-driven plan to centralize 10 regional service call centers into one.

Implemented re-staffing plan for recruiting, training and organizing new team.

Reorganization resulted in increased customer retention yielding multi-year double digit revenue & earnings growth.

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