CLIENT HISTORY
NASDAQ
For several years we were brought on board to our financial services client based in New York City. We re-designed several existing data platforms as well as build several key components of their flagship "IR Insight" product.​
​
I. Product Management:
Managed four enterprise-level IT projects from Inception to Production concurrently ​​
​
II. Program Management:​
Demonstrated functional delivery of product roadmaps for senior stakeholders
Established delivery timelines by analyzing requirements and deliverable
Formulated overall project plans accounting for dependencies and resources​​​
Freddie Mac
For several years we were brought on board to our financial services client based in New York City. We re-designed several existing data platforms as well as build several key components of their flagship "IR Insight" product.​
​
I. Product Management:
Managed four enterprise-level IT projects from Inception to Production concurrently ​​
​
II. Program Management:​
Demonstrated functional delivery of product roadmaps for senior stakeholders
Established delivery timelines by analyzing requirements and deliverable
Formulated overall project plans accounting for dependencies and resources​​​
For several years we were brought on board to our financial services client based in New York City. We re-designed several existing data platforms as well as build several key components of their flagship "IR Insight" product.​
​
I. Product Management:
Managed four enterprise-level IT projects from Inception to Production concurrently ​​
​
II. Program Management:​
Demonstrated functional delivery of product roadmaps for senior stakeholders
Established delivery timelines by analyzing requirements and deliverable
Formulated overall project plans accounting for dependencies and resources​​​

BARCLAYS
Barclays in the US and UK went through a fundamental change in their organization globally. During a period of historical uncertainty in the world's financial marketplace KB was able to step in and help created a three pronged approach to alleviate some of the issues:
​
I. C Level Vision Setting:
Executed an initiative to record, track and report ownership of 46,241 balance sheet accounts for the CFO of the Americas.
​
II. System Design:
Wrote multiple business requirements documents (BRDs) designed to improve current finance functions that had a substantial impact on retention and future staffing needs of our client.​
​
III. Measuring Cost Savings:
Achieved a savings of 35MM in capital allocation by tracking disparities between US GAAP and IFRS
MARRIOTT
KB was asked to serve in an advisory role that created a new e-commerce buyflow for Marriott’s timeshare business
I. Scoping
Identified several core customer paths and gained consensus
II. Analysis:
Analyzed and compared other industry approaches in the space
III. Implementation:
A team of KB Consultants comprising of Product Managers and Product Owners wrote the Epics, Features and User Stories needed to deliver the entire experience and worked with in-house delivery teams.
IV. On-going Support:
Worked closely with senior management to ensure a successful launch for dozens of stakeholders as well as fast followers post launch