Operations

David innately possesses a remarkable business-oriented mindset, with the ability to quickly grasp the fundamentals of a situation, and subsequently respond with thoughtful, action-oriented suggestions as to how to resolve tactical issues, as well as meet strategic goals. He also possesses excellent motivational skills, and treats every engagement with seriousness and great respect for the individuals and teams with which he works. I always come away from our conversations with fresh perspectives on business challenges that I’m facing.

David Katz

Product Applications Director, Analog Devices

David was key to building and strengthening relationships between Phase Forward / Oracle Health Sciences and our most strategic accounts. His ability to collaborate with customers and the various sales and delivery teams was critically important to our growth and the success of our customers.

Michael Taylor

Client Executive, Dassault Systems

Running a company is not for the faint of heart. Ensuring that your customers and employees are enabled for success requires well-designed, well-implemented, and scalable operating models, processes, and teams, fostering balanced attention to short-term needs and long-term priorities.

Sometimes, access to an established Operator is exactly what you need. We’ve led global projects and teams to provide software, services, and support for literally thousands of clinical trials, as well as throughout the full life cycle of pharmaceutical development and commercialization.

We’ve built and run customer-facing teams across Professional Services, Customer Success, Customer Support, Business Process Consulting, Sales Support, and more. We understand highly regulated environments, have designed or streamlined processes, authored reams of policies and procedures, and done the crucial work of operational and cultural integration after acquisitions.

These days, we often engage in an Operating Partner or Fractional Executive model, or take on specific operational projects or programs. Our experience, perspective, and proven track record in managing myriad aspects of business operations make us ready to assist on day one.

 

Our Offerings

  • Business Advisory Services
  • Interim Executive Services
  • Fractional Executive Services
  • Board of Directors Membership
  • Operating Partner Services
  • Market Penetration and Defense
  • Ownership/Leadership Transitions
  • Customer/Employee Satisfaction & Retention
  • Operational Scale-up
  • Discrete Programs and Projects

Running a company is not for the faint of heart. Ensuring that your customers and employees are enabled for success requires well-designed, well-implemented, and scalable operating models, processes, and teams, fostering balanced attention to short-term needs and long-term priorities.

Sometimes, access to an established Operator is exactly what you need. We’ve led global projects and teams to provide software, services, and support for literally thousands of clinical trials, as well as throughout the full life cycle of pharmaceutical development and commercialization.

We’ve built and run customer-facing teams across Professional Services, Customer Success, Customer Support, Business Process Consulting, Sales Support, and more. We understand highly regulated environments, have designed or streamlined processes, authored reams of policies and procedures, and done the crucial work of operational and cultural integration after acquisitions.

These days, we often engage in an Operating Partner or Fractional Executive model, or take on specific operational projects or programs. Our experience, perspective, and proven track record in managing myriad aspects of business operations make us ready to assist on day one.

 

Our Offerings

  • Business Advisory Services
  • Interim Executive Services
  • Fractional Executive Services
  • Board of Directors Membership
  • Operating Partner Services
  • Market Penetration and Defense
  • Ownership/Leadership Transitions
  • Customer/Employee Satisfaction & Retention
  • Operational Scale-up
  • Discrete Programs and Projects

David innately possesses a remarkable business-oriented mindset, with the ability to quickly grasp the fundamentals of a situation, and subsequently respond with thoughtful, action-oriented suggestions as to how to resolve tactical issues, as well as meet strategic goals. He also possesses excellent motivational skills, and treats every engagement with seriousness and great respect for the individuals and teams with which he works. I always come away from our conversations with fresh perspectives on business challenges that I’m facing.

David Katz

Product Applications Director, Analog Devices

David was key to building and strengthening relationships between Phase Forward / Oracle Health Sciences and our most strategic accounts. His ability to collaborate with customers and the various sales and delivery teams was critically important to our growth and the success of our customers.

Michael Taylor

Client Executive, Dassault Systems