Embracing Change: Post-ERP Implementation Project Manager Resolves Challenges + Transitions Team to New System

Embracing Change: Post-ERP Implementation Project Manager Resolves Challenges + Transitions Team to New System

by | May 10, 2024 | Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Manufacturing A Entity Type: Privately Held A Operating Region: West Coast A Size: $100M DOWNLOAD PDF The PROBLEM The company recently implemented a new ERP system and employees had started creating workarounds to the new system. Leadership...
Streamlining Success: How an Interim Project Manager Catalyzed Efficiency and Growth for Construction Company

Streamlining Success: How an Interim Project Manager Catalyzed Efficiency and Growth for Construction Company

by | May 9, 2024 | Interim Leaders, Interim Leaders Case Study, Mark McConnell, Mark McConnell Interim Case Study

The Company A Industry: Construction + Repair Services A Entity Type: Privately Held A Operating Region: Midwestern U.S. A Size: $200M DOWNLOAD PDF The PROBLEM The company had experienced rapid growth and was working to harmonize procedures across the organization,...
Adapting Through Change: Interim Controller Steps Up During Significant Leadership Gaps for Designer + Retail Company 

Adapting Through Change: Interim Controller Steps Up During Significant Leadership Gaps for Designer + Retail Company 

by | Mar 20, 2024 | Interim Leaders, Interim Leaders Case Study, James Hickey, James Hickey Interim Case Study

The Company A Industry: Designer + Retail Company A Entity Type: Private Equity-Backed A Operating Region: West Coast A Size: $25M DOWNLOAD PDF The PROBLEM The retail company was acquiring a business and needed an interim Controller to oversee the accounting and...
Bridging the Gap: Interim Chief Financial Officer Provides Critical Leadership During Five-Month Transition

Bridging the Gap: Interim Chief Financial Officer Provides Critical Leadership During Five-Month Transition

by | Mar 5, 2024 | Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Banking A Entity Type: Member Owned A Operating Region: California A Size: $1B AUM DOWNLOAD PDF The PROBLEM The bank required an interim CFO to fill the gap left by the departing CFO until a permanent replacement was found. This interim leader...
Emergency to Opportunity: Interim Chief Executive Officer Improves Credit Union’s Operations + Commercial Lending Strategy

Emergency to Opportunity: Interim Chief Executive Officer Improves Credit Union’s Operations + Commercial Lending Strategy

by | Feb 1, 2024 | Interim Financial Services Case Study, Interim Leaders, Interim Leaders Case Study, Julie Francis, Julie Francis Interim Case Study

The Company A Industry: Credit Union A Entity Type: Private A Operating Region: Southern California A Size: $150M DOWNLOAD PDF The PROBLEM The credit union’s CEO suddenly retired before their scheduled exam with the NCUA. The organization needed an executive to lead...