From the E-Commerce department at a Fortune 25 company to a small business in the mountains of Colorado, the president of All American Heating bought this company to change his life. He would soon change mine, as well.
When I came on board with All American Heating in 2020, the world was in the throes of the COVID-19 pandemic. Designated an essential company, All American Heating had to find a way to keep going - keep the lights on, keep the work flowing, and keep the bills paid, all while keeping both staff and customers safe. And we did it, growing the business from a single location with $800,000 in revenue to $3.9M with two locations in 2023.
Follow the link to find out how.
This Fortune 100 manufacturing giant was about to take a huge leap into the 21st Century, embarking on a Digital Transformation project so large in scale, it warranted an entirely new division in IT.
What else did it need?
A comprehensive, change management content and communications program designed to roll out Office 365 to 60,000 employees in seven global regions and thirteen languages. A logo, tagline, and project branding. Communications. An intranet site built in SharePoint to act as the hub of all things Digital Workplace. How-to Guides. Training Videos. Webinars. Trade show booths.
And one content strategist, driving it all.
In 2018, Benefit Advisors Network (BAN), the premier national network of independent employee benefit advisory and consulting companies, engaged World Synergy Enterprises to spearhead what would be the largest task in that agency’s history: upgrade BAN’s two subscription applications - their primary product offerings - to SharePoint 2016, including a complete redesign of both. In the same project scope, World Synergy also would also redesign and relaunch BAN’s public website.
Behind the scenes of this four-phase project, I took on the roles of User Experience researcher and adviser, business analyst, project manager, and content strategist and creator. The result would be a completely overhauled image of BAN as a more sophisticated, tech-savvy affinity organization with more to offer its diverse clientele than ever before.
Acquired by Cardinal Health in 2014, Cardinal Health at Home (formerly AssuraMed, Inc.) consistently battles two primary issues with its Edgepark Medical Supplies brand:
Navigating the virtual minefield that is health care in America to handle interactions between patient, doctor, health insurance, and supplier (Edgepark) that are needed to deliver a patient’s supplies in a timely manner, and
General, negative customer sentiment in the marketplace was caused by the unseen red tape that must be negotiated to meet health insurance requirements and ensure payment for customer orders.
In two different roles over a span of 5 years, I worked to improve the online ordering experience with a redesigned, re-platformed site, continually grooming the backlog of enhancements and bug fixes - including outlining user stories, quality control, and acceptance criteria - and in the form of UX, educational, informational, and promotional content programs, culminating in a comprehensive content marketing strategy and plan in 2017.
World Synergy is a small agency whose value proposition is that of one company for all business needs - marketing, IT managed services, and custom applications development and management.
When I joined the company in a newly-created role that headed both the marketing practice and the project management domain, I faced a significant challenge: Keep the marketing clients on track and position them for continued growth. At the same time, establish a project management office utilizing NetSuite ERP and a hybrid Agile/Waterfall methodology to institute structure, standards, and artifacts that would sustain successful project delivery, on time and on budget, across the board.
First up on the docket was the largest project in the company’s history - the four-phase project for Benefit Advisors Network, detailed above. Beyond that, my work here involved the proverbial variety of hats, from business analyst. portfolio and project manager, and supervisor to marketing leader, digital strategist, mentor, and content creator.