VisualCV

Provide strategic sales, business development and consulting support. BridgePoint specializes in improving the service capabilities and competitive positioning of leading organizations around the world. Our hands-on leadership roles in industries such as financial services, banking, insurance, government and non-profits enables our clients to overcome the common obstacles that often derail strategic initiatives and improvement efforts by providing the guidance needed to accelerate execution and deliver results. We provide objective experience that bridges the disconnect between where time and money are spent, and the value customers want - and are willing to pay - for services.

Spearhead business operations and professional services for this private management consulting firm servicing mid-size organizations. Lisa collaborates with executive teams and provides product leaders with practical advice and implementation of industry best practices aimed at maximing the value of the company's products and services.

• Partnered with industry leading Not-for-Profit Retirement Services firm, to develop 3 year product plans, while implementing new product management business practices aimed at driving accountability and delivering more scalable product and and service offerings.
• Partnered with leading Institutional Asset Management firm, to prioritize requirements across divisions and define system strategy for Performance Measurement and Attribution Systems. Work included market analysis, vendor evaluations, competitive study and cost/benefit of buy vs.build approaches.
• Identified and validated new market opportunity for leading content marketing firm. Designed and executed market research, summarized strategic market requirements and steps to pursue. 
• Launched online strategy, branding and website for educational foundation. Increased customer awareness, simplified online donations, and reduced ongoing servicing costs.
• Email marketing campaign developed for Pan Mass Challenge, generating an average read rate of 51%. Exceeds goals for  increasing awareness, online registrations and fund raising.
  

Sustained positive leadership and centralized product management for Fidelity's integrated guidance platform, including Retirement Income Planning for Broker/Dealers and Advisors and Investment Advice for Personal and Workplace Services.  Directed $40M technology investment, 350+ individuals, across five major business channels.

• Launched Fidelity Retirement Income Evaluator^SM , an industry-leading income planning solution, targeting 400 firms and 80K investment professionals, and top line revenue growth of $6B over 5 years.
• Orchestrated product strategy, delivery roadmap, legal/compliance framework and change management program to support Fidelity's offering of Investment Advice, focused on client retention and $27B in top line revenue growth over 5 years.

Reinvigorated defined contribution and defined benefit recordkeeping products for the large employer market.  Led team focused on instituting profit and loss models and scorecards, establishing 3 year product roadmaps and capital plans, and positioning solutions with clients and prospects to incorporate new and emerging products and services while ensuring profitability and sustainability. Process owners responsible for driving new product management disciplines across entire company.

• Recruited and directed 25+ product management leaders. Multiple promotions and recognition as top performers in department.
• Generated $1B in annual revenue, while developing and implementing financial plan to support overall margin improvement of  5% for DC (56%) and 18% for DB (39%), with growing market share of 8%.
• Launched and chaired the Total Retirement Client Advisory (Voice of Market) Panel aimed at engaging clients in product and service development. Corporate clients included; Bank of America; General Motors, Microsoft, Time Warner, Shell Oil, AT&T.
• Chaired Total Retirement Category council, which engaged individuals across all functional disciplines to take ownership and accountability for large market retirement business. Redirected $20m of custom client investment toward a $90m capital investment in platform.

Orchestrated product team responsible for delivery of $90m+ technology solutions to improve profit and loyalty growth across 2 HR/Benefit outsourcing web platforms. Defined and implementing new product lifecycle management processes, across all functional disciplines - which are still in place and utilized today.

• Directed $30m+ systems investment, delivering employer and employee total benefit web-based product solutions including; HR Portal, Single Sign On, and Retiree Medical account services.
• Directed $60m+ system investment spanning 2 years, transforming Plan Sponsor web platform to provide total benefits administration. Customer satisfaction scores increased between 8%-27%, across 4 different markets.
• Provided overall department leadership, introduced best practices and process improvements aimed at achieving efficiency, quality and customer satisfaction.
• Managed and developed 25+ associates, resulting in no turnover, and multiple promotions.

Drove product development team responsible for introducing new wireless technology platform, and transforming employee contribution and information business processes and technology platform.

·      Re-invented the Contribution and Employee Information business processes, and orchestrated a multi phase transformation program for Plan Sponsor web platform.

·      Delivered technology and service model solution which improved client satisfaction by more than 15%, and reduced annual internal costs by $7M.

·      Managed client service team to diagnose and resolve platform issues, while gaining usage insight and market intelligence to influence transformation program.

·      Developed and launched industry’s first wireless 401k account access for use on PDA’s.

Revitalized Enterprise Sales and Service Product team, introducing new customer focused product delivery model, implemented across 4 major business lines. Responsible for all aspects of product management including gathering of business requirements, ongoing external market analysis, vendor evaluations, and enterprise contract negotiations.

• Expanded portfolio to include Siebel Systems, and Exchange Applications to provide industry leading client management and marketing program solutions.
• Launched executive product advisory council to enable strategic business partnerships, customer-focused development and cross-company prioritization.

Directed product team and launched innovative new line of Internet Transaction Processing products for channel partners, IT professionals and ISP's.

• Utilizing RAD product development, reduced time to market by 30%

Reinvigorated team responsible for worldwide product marketing and management of  $60m+, application development product line. Responsibilities included  product requirements planning,  product development, worldwide marketing programs through direct and indirect channels, pricing/ packaging,  client and industry presentations, sales training and support.

• Directed integration of all business units and consolidated launch of 12 Enterprise development products, utilizing innovative object & component based technologies. Worldwide distribution over 5000 software copies shipped in first six weeks of commercial availability.
• Launched customer feedback and awareness programs, enabling over 1200 worldwide customers access to pre-release software information and product. Yielded valuable feedback to product planning teams early in product lifecycle, high quality software, and product awareness.

Jumpstarted worldwide consulting practice delivering multi-million dollar solutions for organizations in the Health Care, Manufacturing, Accounting, Financial Services and Retail markets.

• Recruited and managed team of 13 professional consultants, and 2 remote offices.
• Surpassed fiscal year revenue plans 4 consecutive years.
• Recognized by U.S. Coast Guard as solution provider for tracking costs incurred with oil spill cleanup efforts.

Provided customer phone support for all products. Provided a number of solutions, both hardware and software to improve performance and resolve application problems for systems on UNIX, CTOS, VMS, DOS and OS2. Developed course materials and delivered professional training courses.

professional training courses.

Analyzed, defined and implemented programming solutions for accounting and financial systems.