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BIO

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After initially working in accounting and operations in the fast-paced global financial service arena for several years, Joe spent a little over fifteen years of his career serving in progressively higher levels of responsibility as an enterprise IT executive. In these roles where his success was partly predicated on creating and managing top heterogeneous teams of knowledge workers (e.g., IT, Voice, Market Data, Business specialist, Legal experts, trades, etc), he spearheaded and managed highly profitable projects. One notable example of Joe’s successful projects was the launch of one of the first pre-Internet, multi-million dollar revenue-producing interactive trading systems called the Oddlot Machine.

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Following this, for the next seven years Joe held VP, Director and Project Executive roles in technology product and service vendor organizations. Here he successfully led his highly diverse teams in consistently improving company gross margins while lowering his Fortune 500 client’s costs and increasing the quality and value of the services delivered to them. His accomplishments here included:

  • Developing a new multi-million dollar line of services and revenue
  • Playing a leading role in the closing of over $15 million comprised of new service business and contract renewals.
  • Improving account profitability across his portfolio of Fortune 500 accounts by more than 18%
  • Rescuing over $5 million in failing service business relationships
  • Lowering his client’s IT costs 10-25% by optimizing their investment portfolios. (Joe actually designed a structured conversation model that he successfully used to help clients make IT portfolio optimization decisions. This model later became part of a global sales training program).
  • Increasing the number of top talented women in management roles

In 2001, he was tapped for a development and training role in a leading technology company. After his successful development of key customized learning and development programs, Joe was quickly promoted to head of training and organizational development. In this role, he:

  • Designed and executed highly effective customized consultative sales training and coaching for service and solution sales executives that were in effect selling professional service talent and practices, which resulted in millions of dollars in secured business contracts.
  • Developed practices that resulted in the strategic alignment of training and development investments with business objectives, which resulted in reduced spending that produced higher impact results.
  • Launched nationwide management development programs that provided newly promoted managers with key people leadership and management skills
  • Introduced highly effective career development and succession management practices, that focused on the early identification and development of talent
  • Founded and launched a company-wide business-aligned demographic and supplier diversity effort that enabled the company to increase the value drawn from its heterogeneous workforce and supplier market.
  • Developed an innovative and practical roadmap approach for assessing and increasing diversity within a large multi-industrial organization based on the foundational work of the Carnegie-Mellon Capability Maturity Model

Because of Joe’s whole system approach, coupled with efforts specifically designed to create institutional maturity, many of his successful IT and OD projects and programs continue to benefit the organizations where he implement them long after he moved on to other challenges.

In a parallel career that started back in 1988 and continues to date, Joe also authored and published a number of well-received articles on various management topics.  The earliest of these made specific reference to the IT workplace, but had generally recognized value to any environment that is dependent on people especially those working in diverse and/or multi-cultural environments. To date a few of the organizations that have published his work include the American Management Association, PR Shultz Reports, CIO Update, TechRepublic, HR.com, The Motivational Manager, The Mentor, Customer Service Review Magazine and Small Business Technology Review Magazine. (Numerous magazines in Asia, Europe and Africa have re-published his work in several languages.) The common themes running through all of his writing is the effective optimization of the talents of diverse "knowledge-workers." This central philosophy is also found in the advice he offers in books he has worked on, such as Manage IT and The Professional Services Firm Bible.

Joe has also enjoyed being a highly sought after speaker, panelist and media commentator. His views are well known to readers of various publications including books such as The World is Flat and Optimizing Human Capital with a Strategic Project Office as well as via publications such as Fortune Magazine, Investors Business Daily, The Chicago Tribune, the American Management Association Magazine, Computerworld, CIO Magazine, CIO Update, TechRepublic, HRWIRE, HR.com and The Outsourcing Journal. Joe has also shared his ideas with audiences worldwide through radio interviews and network television guest spots.  

             

 


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