Recent Projects (Applied Research, Inc The intelligent alternative to traditional consulting engagements ...)

Bolivian Controlaría (national audit agency). Conducted training seminar on understanding organizations and organizational change. Helped agency develop organizational mechanisms to promote integrity, transparency, and incorruptibility.

Bolivian Superintendencia de Bancos (national banking regulatory agency). Helped elaborate the agency’s primary responsibilities and develop methods to best fulfill them.

TRIAD Organizational Research. Research on the organizational consequences of the September 11^th (2001) attacks. Extended to conduct a case study explaining the extraordinary resilience of one hard-hit firm, Sandler O’Neill and Partners.

The Organizational Learning Center, Cambridge MA (1994-96)

Worked with Peter Senge and George Roth on Federal Express Organizational Learning Projects. How sales people understand their work. Innovative sales techniques. Learning through relationships.

Compass Management Consultants, Albuquerque, NM (1991-94)

Started up consulting firm that installed and developed accounting and management information systems for government contractors, and advised on general management issues. Clients included contract research firms, the U.S. Bureau of Indian Affairs, United Way Agencies, and contractors providing support for Sandia National Research Laboratory and Kirtland Airforce Base.

Institute for Interactive Management, Philadelphia, PA (1987-88)

General Management Consultant. First new employee hired by this institute formed by three Wharton professors to facilitate major organizational redesign projects. Worked with Russell Ackoff for clients Eastman Kodak, Metropolitan Life, and Anheuser Busch.