“I had the pleasure of recently working with Joseph on an extremely difficult auto finance engagement. The work products produced by Joseph are of high quality and require minimal to no changes. In addition, Joseph is a dependable resource when assigned with difficult taks Joseph has a very outgoing personality and works well with counterparts of all experience levels from staff level associates to executive level stakeholders. One of Joseph's greatest traits is his ability to quickly adapt to a unique situation and apply past experiences to provide quality service to the client. Joseph has a very bright future ahead of him and I would definitely work with him again”
About
Accomplished Licensed Real Estate Broker and General B Contractor that has collaborated…
Activity
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💥 SOLD in Hayward! We had a tremendous amount of interest in this home even during the holiday season. The open house weekend had a really big…
💥 SOLD in Hayward! We had a tremendous amount of interest in this home even during the holiday season. The open house weekend had a really big…
Liked by Habib Sahar
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January 12th was my last day as director of the San Francisco Mayor’s Office for Housing and Community Development. I would like to extend my…
January 12th was my last day as director of the San Francisco Mayor’s Office for Housing and Community Development. I would like to extend my…
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In the year 2023, we have been hard at work uplifting the lives of residents of San Francisco. At the Office of Community Investment and…
In the year 2023, we have been hard at work uplifting the lives of residents of San Francisco. At the Office of Community Investment and…
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Experience
Education
Volunteer Experience
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Market Expansion Study
Market Expansion Study
Genesys Works
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Chair of Executive Director Search Committee
Chair of Executive Director Search Committee
Genesys Works
Projects
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Large Non-Profit Healthcare Payer Claims Process Improvement
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Client requested a rapid assessment for 2 primary issues: 1) Individual and Family Plan (IFP) Out-of-network claims processing and 2) IFP member cancellations through the California exchange. In this time constrained project, we executed the following activities:
• Interviewed over 40 stakeholders
• Documented 5 detailed current state process maps
• Drafted assessment findings which included identifying 17 root causes
• Created detailed process maps with improvement…Client requested a rapid assessment for 2 primary issues: 1) Individual and Family Plan (IFP) Out-of-network claims processing and 2) IFP member cancellations through the California exchange. In this time constrained project, we executed the following activities:
• Interviewed over 40 stakeholders
• Documented 5 detailed current state process maps
• Drafted assessment findings which included identifying 17 root causes
• Created detailed process maps with improvement opportunities
• Designed implementation roadmaps to resolve root causes
• Presented the final assessment to Project SponsorsOther creators -
Large Auto-Finance System Implementation
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Worked at a large Auto-Finance firm and managed a team of 3 offshore resources for quality assurance assessment and execution. This includes the following deliverables:
• Defining the auto-finance system architecture for the Accounting team
• Developed over 60 user stories to define system requirements and testing
• Created and finalized 200 test cases for regression and UAT testing
• Instituted an Accounting project team work plan and push plan.Other creators -
Large Non-Profit Healthcare Firm - Record-To-Report Process Improvement (Financial Statement Close Process)
Worked with a large non-profit healthcare firm to file their combined audited financial statements to the Department of Managed Health Care (DMHC) within 45 days of the fiscal year-end close. In order to achieve this goal, EY expedited the regional close process by 3 business days (30% increase in efficiency) and accelerated the submission for footnotes to external auditor by 3 business days. The result of EY’s activities also assisted this firm in accelerating SOX certification by 19 calendar…
Worked with a large non-profit healthcare firm to file their combined audited financial statements to the Department of Managed Health Care (DMHC) within 45 days of the fiscal year-end close. In order to achieve this goal, EY expedited the regional close process by 3 business days (30% increase in efficiency) and accelerated the submission for footnotes to external auditor by 3 business days. The result of EY’s activities also assisted this firm in accelerating SOX certification by 19 calendar days (30% increase in efficiency) and the Audit Opinion by 22 calendar days (32% increase in efficiency).
Responsibilities included interviewing over 40 individuals in the regional and program office finance divisions to define As-Is FSCP, identified a list of over 50 bottlenecks, mapped the FSCP To-Be FSCP and developed roadmaps for over 14 divisions to implement solutions.Other creators -
Large Non-Profit Healthcare Firm - Shared Services Contact Center Design and Implementation (CRM)
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Project Overview:
Working with a large non-profit healthcare firm on establishing a contact center for their Shared Services initiative. Responsibilities include designing the operating model, customer experience, SLAs, OLA and Operating Metrics and implementing processes and procedures for the Shared Services Contact Center.
• Designed the operating models for 6 organizational functions
• Developed the customer experience framework for Company X's Shared Services
• Defined 20…Project Overview:
Working with a large non-profit healthcare firm on establishing a contact center for their Shared Services initiative. Responsibilities include designing the operating model, customer experience, SLAs, OLA and Operating Metrics and implementing processes and procedures for the Shared Services Contact Center.
• Designed the operating models for 6 organizational functions
• Developed the customer experience framework for Company X's Shared Services
• Defined 20 SLAs, OLAs and Operating Metrics
• Implemented 24 procedures that provided the necessary detail to run and operate the Contact Center
• Constructed 7 multichannel process flows to display the interaction between the customer and the Contact CenterOther creators -
Fortune 500 Oil and Gas Services Firm - Tax Transformation
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Project Overview:
The Fortune 500 Oilfield Services Firm's Tax department had a strategic goal to dramatically change the way it works—from its organizational culture down to the day-to-day operations. Specifically in the Tax department, there are inefficiencies in executing tasks and processes:
• Lack of end-to-end process integration across functional departments.
• Processes lack automation and use excel to perform calculations.
• Work product reviews are inconsistent.
•…Project Overview:
The Fortune 500 Oilfield Services Firm's Tax department had a strategic goal to dramatically change the way it works—from its organizational culture down to the day-to-day operations. Specifically in the Tax department, there are inefficiencies in executing tasks and processes:
• Lack of end-to-end process integration across functional departments.
• Processes lack automation and use excel to perform calculations.
• Work product reviews are inconsistent.
• Policies, processes and procedures are not standardized by region.
The Accenture team helped the Tax department formalize its strategic vision and develop the ‘to be’ solution blueprint. They also helped the firm's Tax function develop the implementation plan to achieve comprehensive change.
Role: Tax Process Consultant
• Developed, finalized, and implemented 13 global Tax policies
• Developed new Tax Planning function and process with Tax Directors and VP
• Defined 11 Tax Planning exhibits and templates to document and review Tax Planning opportunities
• Developed Tax Planning RACI model
• Verified that Tax Planning responsibilities aligns with Org Design's proposed Tax Planning roles
• Finalized 2 Tax procedures
Role: Tax Technology Evaluation Team Member
• Researched and summarized Tax technology vendors' strengths and weaknesses
• Developed Tax's quantitative evaluation criteria for selecting third-party technology
• Defined functional and technical requirements for implementing Tax technology
• Developed 3 global Tax BRDsOther creators -
Fortune 500 Oil and Gas Services Firm - Finance Transformation - Legal Entity Analysis and Strategy
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Project Overview:
The Fortune 500 oilfield services firm (Company X) acquired a competitor to strengthen its international presence and capture greater market share in the pressure pumping business. Because there were significant overlaps in the two companies’ geographic footprint and product lines, the merger further exacerbated the Company X's legal entity structure which was already over-inflated and expensive to maintain due to a long history of growth through acquisitions. Accenture…Project Overview:
The Fortune 500 oilfield services firm (Company X) acquired a competitor to strengthen its international presence and capture greater market share in the pressure pumping business. Because there were significant overlaps in the two companies’ geographic footprint and product lines, the merger further exacerbated the Company X's legal entity structure which was already over-inflated and expensive to maintain due to a long history of growth through acquisitions. Accenture helped Company X diagnose its As-Is organization structure, identify potential opportunities areas, conduct cost benefits analyses, develop rationalization strategies, and outline key work plan activities in order to reduce entity carrying costs and increase operational efficiencies.
As a direct result of the legal entity rationalization project, Company X has been able to dissolve approximately 30 legal entities which make up around 25% of the total legal entity population inherited by the company as part of the merger. This translates into significant cost savings in two ways: 1) reduces reoccurring compliance costs required of all active legal entities and 2) eliminates the need to incur ~$500k per entity to build and configure the standard Company X's ERP platform on legacy acquired competitor's entities (up to $18MM).
Actions:
• Strategic alignment and consolidation of legal entities lead to an estimated cost savings of $18MM+
• Developed a global Legal Entity Rationalization assessment for over 60+ countries
• Developed executive messaging and communication materials that were presented to Company X's CFO, Presidents and VPs
• Facilitated 50+ meetings with over 100 stakeholders
• Maintained Legal Entity Database
Skills:
Proficient Excel, Project, PowerPoint skills, Data Analysis, Estimating Support, PowerPoint / Executive Messaging, Project ManagementOther creators -
Fortune 100 High Tech Firm - Finance Transformation - Legal Entity Analysis and Strategy
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Project Overview:
To meet the demand of the investors, Accenture was brought in to help identify rationalization opportunities within the company’s legal entity portfolio in order to decrease costs and streamline operations. In order to help the company realize its end state goals, Accenture identified the capabilities of each legal entity, created an overview plan to achieve an efficient legal entity portfolio, developed a cost analysis framework, and implemented a governance model that was…Project Overview:
To meet the demand of the investors, Accenture was brought in to help identify rationalization opportunities within the company’s legal entity portfolio in order to decrease costs and streamline operations. In order to help the company realize its end state goals, Accenture identified the capabilities of each legal entity, created an overview plan to achieve an efficient legal entity portfolio, developed a cost analysis framework, and implemented a governance model that was structured to help manage the execution of operational processes to optimize the company’s legal entity structure.
Actions:
• Conducted financial analysis of 500+ legal entities
• Developed executive messaging and materials to present to the CFO and VPs within Cisco Systems Inc.
• Developed Excel formulas and macros to complete data validations and analysis for producing metrics that were utilized for executive reporting
• Conducted tax package research and analysis
Skills:
Proficient Excel and PowerPoint skills, Data Analysis, Estimating Support, PowerPoint / Executive Messaging -
Fortune 100 High Tech Firm - CRM - Post Merger Integration of Customer Operations
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Main Role:
• Synthesized and organized Cisco Systems Inc. As-Is customer operations processes which included reviewing over 350 articles and 44 documents
• Developed and established over 10 To-Be processes and gap analysis documents in 3 workgroups
• Completed analysis and consolidate relevant findings across people, process and technology
• Created a high level roadmap with recommendations for Training and Vendor Management
• Strong client facing role- engaged with 10 Global…Main Role:
• Synthesized and organized Cisco Systems Inc. As-Is customer operations processes which included reviewing over 350 articles and 44 documents
• Developed and established over 10 To-Be processes and gap analysis documents in 3 workgroups
• Completed analysis and consolidate relevant findings across people, process and technology
• Created a high level roadmap with recommendations for Training and Vendor Management
• Strong client facing role- engaged with 10 Global Process Managers
Deliverables:
• Created and defined the template for the team's gap assessment deliverable to present the re-engineered business process to the client
• Developed the project overview PowerPoint deck designed to provide higher visibility of the team's approach of assessing the As-Is and To-Be processes to the executive stakeholders
Additional Role (PMO):
• Organized and defined Global Operations Project Plan by working closely with all 7 Subtrack Leads
• Established and maintained Issues/Risks forum
• Developed PMO Framework for Key Stakeholders
• Transitioned PMO work to project manager lead of New Ventures
Skills:
Business process developer, customer experience, service delivery, contact center operating mode, PMO experience, stakeholder interviews.
Proficient: Visio, PowerPoint, Excel, WordOther creators -
Fortune 100 Retailer - Point of Sale System Implementation
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• Worked with the test lead to identify any issues that may affect the $50MM budget, schedule, quality of the product or the testing process
• Prepared testing metrics of over 1000+ test scripts and defects, allowing management to view the latest status of the project
• Drove defect calls with over 10 onshore and offshore resources
• Worked with the application, technical architecture, development, UAT teams to resolve any issues that arise out of the testing processOther creators -
Fortune 100 National Health Insurance Firm - Supply Chain System and Process Implementation
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• Designed and developed the roadmap and the executive summary of Performance, Architecture & Data slides for Executive Steering Committee meetings
• Assisted in managing a $5MM forecast of Accenture's budget and 60 Accenture resources
• Provided a detailed monthly $1.1MM accruals analysis with the client's CFM
• Created a consolidated staffing model that organized pertinent information for each resource
• Developed PMO Framework for Key StakeholdersOther creators -
Polaris Industries - CRM - Dealer Growth and Media Spending Analyses
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Project Overview:
The VP of Polaris Industries requested the Carlson Consulting Enterprise to assist in defining the following opportunities:
• Determine best practices for rapid growth in sales and distribution and recommend leading strategies Victory Motorcycles could pursue
• Determine the effectiveness of current media spending tactics for Victory Motorcycles and provide recommendations on which USA markets to focus Polaris' media spend
• Recommended 4 leading strategies to…Project Overview:
The VP of Polaris Industries requested the Carlson Consulting Enterprise to assist in defining the following opportunities:
• Determine best practices for rapid growth in sales and distribution and recommend leading strategies Victory Motorcycles could pursue
• Determine the effectiveness of current media spending tactics for Victory Motorcycles and provide recommendations on which USA markets to focus Polaris' media spend
• Recommended 4 leading strategies to implement in order to increase Polaris’ heavyweight motorcycle market share to 5%
• Determined best practices for rapid growth in reaching $100MM in sales and developing a strong dealer network for Victory Motorcycles
• Conducted market-sizing, growth, segmentation, and competitor forces assessments for Victory Motorcycles
• Conducted statistical analysis to define 8 markets that would provide Victory Motorcycles the most effective media spend
• Prioritized the types of media channels (TV, internet, print, etc.) that Victory Motorcycles should invest in -
General Mills – New Product Market Entry Analysis
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Project Overview:
General Mills' Chief Marketing Officer (CMO) asked the Carlson Consulting Enterprise to define the opportunity for General Mills to enter into the Marketing Case Studies industry.
• Performed primary and secondary market research of the business case studies industry for General Mills’ CMO
• Developed a revenue model for generating income from General Mills’ online marketing business case studies
• Assessed the $MM financial costs and investment for General…Project Overview:
General Mills' Chief Marketing Officer (CMO) asked the Carlson Consulting Enterprise to define the opportunity for General Mills to enter into the Marketing Case Studies industry.
• Performed primary and secondary market research of the business case studies industry for General Mills’ CMO
• Developed a revenue model for generating income from General Mills’ online marketing business case studies
• Assessed the $MM financial costs and investment for General Mills to enter into the business case studies market
• Initiated and established relationships with 3 online networks to distribute General Mills’ online marketing case studies
Languages
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English
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Persian
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Spanish
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