Paul Goldberg & Associates, LLC
Plan. Execute. Succeed.
Work Examples*Project Management Training and Coaching
Information Technology
Market and Product Portfolio Expansion
Lean Process Improvement (Toyota Product Systems methodologies)
Health Insurance and Health Care Delivery
Financial Services
International Travel
*Examples of work are from both Paul Goldberg & Associates consulting engagements, as well as projects Paul completed while employed within organizations.
- Developed and implemented project management tools for international Fortune 500 food service corporation
- Facilitated the development of standard project management methodologies for the advertising/communications department of a large urban medical center.
- Coached a new project leader in the design and implementation of an organizational-wide SharePoint site.
Information Technology
- Developed prototype product configuration system for use as a key CRM tool by a sales and account management team of over 200.
- Assessed business processes and management systems of a $70M international non-profit organization to build a successful case for a 3-year technology initiative.
- Developed product business requirements for configuration of a system serving a $2+B company.
Market and Product Portfolio Expansion
- Completed business case and pro forma for service area and market expansion analysis for start-up Medicare Advantage plan
- Analyzed market opportunity for service area expansions for Individual/Family and Small Group insurance products for $100M health care plan
Lean Process Improvement (Toyota Product Systems methodologies)
- Led rapid process improvement workshop (RPIW) resulting in a decreased cycle time of sending member ID cards from 2 weeks to next day.
- Streamlined sales documentation and communication process from weeks to days.
- Provided facilitation and documentation support to multiple Value Stream Mapping exercises.
Health Insurance and Health Care Delivery
- Led the implementation and market launch of a state-wide small group health insurance trust
- Designed open architecture and portfolio of group and individual and health insurance product serving over 1M customers.
- Streamlined product development and management in a s$6B, 2.3M customer regional organization.
- Replaced outsourced administreative services with internal resources and processed in a $60M health plan.
- Design and implemented a managed mental health program at a major medical center.
Financial Services
- Selected and managed financial institution and administrator for health savings account transactions using online functionality and card services.
International Travel
- Assessed and recommended improvements to an end-to-end travel planning process for an organization purchasing over 1,800 tickets per year for over 200 travelers with an annual travel budget of over $1M.
*Examples of work are from both Paul Goldberg & Associates consulting engagements, as well as projects Paul completed while employed within organizations.
