Past projects building better businesses

Companies are more resource limited than they are opportunity limited. That's why it's important to build a good business case before you undertake corporate initiatives. Kathy Herrmann provides expert help doing just that.

Business case development

My business case development capabilities have provided business leaders with an in-depth understanding of the project background, the expected business benefits, project assumptions and expected risks. As requested, I provided lessons learned analysis, showing actual performance of early initiatives versus expected performance.

A final and important aspect of the business case is projected financial results, including Return on Investment.


Corporate and marketing insights

My insights helped companies design better corporate strategies and tactics. My leading-edge thinking and best practices translated data into actionable intelligence employers and clients used to optimize the performance of departmental activities with corporate objectives and strategic goals.

I also provided marketing insights, companies the inside skinny on target audiences (the who and what part) and also the invaluable why part driving their behavior.

P.S. And I determined that illusive marketing ROI. You know, that thing everyone is talks about wanting but struggles to figure out how to determine.


Return on Investment (ROI) analysis

I provide in-depth cost-benefit and other financial analysis for corporate initiatives and programs. These include cash flow analysis, net present value determination (for programs extending longer periods into the future) and Return on Investment.

My analysis combines defendable assumptions with appropriate risk, allowing business leaders to make informed decisions about the economic viability of new initiatives relative to other corporate opportunities.

I'm also a ground-breaking and leading expert in determining social media ROI across the organization. My ROI calculators incorporate potential gains from marketing, sales, customer service, product development, and internal collaboration.


Social maturity assessment

I co-developed a social maturity assessment to help agencies benchmark their clients' “As Is” state of social media initiatives and compare them to “Could Be” via best practices. 


Past projects include:

  • Design of multi-tiered software maintenance program for mid-sized software vendor – To support revenue initiatives. Included defining business case and determining pricing model.
  • Social media ROI analysis and calculator for large telecom service provider – To determine the business value of an existing social customer service program in order to justify continued and expanded investment. Provided client with smROI calculator to allow customer service management to do their own ad hoc ROI analysis.
  • Showed how social customer service retained $10m - $30m in customer revenues for blue chip telecom with ROI of 700%. Justified social team investment and made business case to expand team.
  • Determined $88k annual revenues from social marketing for luxury Rocky Mountain hotel (at ROI of 174%). Demonstrated how a modest expansion of social strategy would increase revenues to $1.6m - $2m (560% ROI).
  • Cost-benefit analysis of capital purchases (various companies) – Performed in anticipation of major purchases to ensure wise use of resources.
  • Analysed past campaigns and built case study library for a PR agency – allowing knowledge transfer of success and failure factors across organization. Case study management application in Access to allow staff to access database of case studies. Provided capability to easily capture new data, propel knowledge transfer, as well as provide reporting.
  • Enabled segmented messaging by data mining customer database for mid-sized software company – Utilized SQL queries based on project-specific criteria. Mail merge into customer emails and letters.
  • Analyzed of marketing metric data – To evaluate ongoing success or failure of marketing campaigns.
  • Sales activity analysis – Determination of sales activity based on placement in sales cycle as well as to determine insights such as most popular products based on criteria like sales volumes and revenues.


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