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Siloing ’si-lo-ng gerund [From Latin sirus a
pit for storing grain.] 1: Storing grain. 2: In
Tourism, a form of magnetism by which
cameras are positively attracted to agricultural
buildings. 3: In business, non-communication
between departments, incompatible goal
setting, inter-company snobbery, or out-right
hostility. USAGE: The term refers to the sealed-
off nature of silos rather than to their utility in
storing tomorrow’s breakfast cereal. At its most
extreme, siloing in the workplace leads to
                                                       Description of Consulting Services
destructive competition among nominal allies
while providing an opportunity to abuse
agricultural metaphors.
                                                                       Improve Business Results
                                                                                         2012




    Example “There’s so much siloing among our
    divisions, we’ll need to hire bodyguards for the
    company picnic.”
Description of Services Project Based to Directly Improve Business Results
                                                         FOCUS                                  DEFINITION                                RESOURCES                            CLIENT SUCCESSES

                                          Transformational                       >    Apply process design skills,           >     Sponsor: President, COO, or        >     New strategy increased revenue
TRANSFORMATIONAL                          >  15%+ Improvement                         techniques, and analysis (e.g.,              Senior Executive                         by 40%
IMPROVEMENT IN                            >  Significant impact on strategic
                                                                                      current state assessment, best         >     Typical Core team of 4-8           >     Reengineered plant maintenance
                                                                                      practices, customer assessment,        >     50%-75% time commitment for              process saved $50MM annually
BUSINESS RESULTS                              goals
                                                                                      future state design) to                      2-4 months                         >     Shift to call/click from come-in
                                          >  Change impact high
                                                                                      fundamentally and radically            >     Customer Advisory Team &                 saved $45MM annually
                                          >  Customer resource investment is
                                                                                      redesign business processes for              access to Subject Matter Experts   >     Procurement process
                                              high
                                                                                      dramatic leaps in performance                                                         reengineering saved $100MM in
                                                                                                                                                                            five years
                                          Incremental Improvement                >    Applies when scope and                 >     Sponsor: Executive or Senior       >     Reengineered IT Division in a
CONTINUOUS                                >  5% -10% Improvement                      deliverables are smaller scale               Manager                                  financial services company and
IMPROVEMENT IN                            >  Change impact medium                     than transformational                  >     Typical Core team of 2-4                 saved $20MM annually
                                          >  Balances resource investment,            improvement                            >     20% time commitment for 1 – 2      >     Supplier rationalization in
BUSINESS RESULTS                                                                                                                                                            forestry products saved $36MM
                                              customer needs, and project        >    Sub-process primarily within                 months
                                              outcomes                                responsibility of sponsor              >     Access to Subject Matter Experts         annually
                                                                                 >    Low technology impact

                                          “Low-Hanging Fruit”                    >    Facilitated workshops                  >     Sponsor: Executive                 >     Standardized processes in
QUICK HITS                                                                       >    Reduce bureaucracy, remove             >     Planning Workshop 1 day                  multiple call center environment
                                          >  <1% Improvement, employee
                                             empowerment                              roadblocks that interfere with         >     Workshop 1 – 2 days                >     Reduced number of approvals
                                          >  Change impact low                        employees getting work                 >     Implementation, as approved              required for supplier invoices
                                          >  Implemented in < 90 days                 completed, and improve                                                          >     Moved authority to front-line
                                                                                      performance                                                                           sales employees

                                          Discovery                              >    Use the Process and Enterprise         >     Sponsor: Executive or Senior       >     Developed journey for a
PERFORMANCE                               >  Develop a roadmap to reduce              Maturity Model (PEMM™) to                    Manager                                  chemical services company
                                              cost, reduce cycle time, improve        identify opportunities to improve      >     Based on client needs can                to improve operating
IMPROVEMENT                                   quality, and/or improve customer        the performance of client work               facilitate workshops, conduct            performance
ASSESSMENT                                    satisfaction                            processes                                    interviews of key stakeholders,    >     Roadmap for a talent
                                          >  Facilitated approach to quickly          -  Assess 5 critical enablers of a high      or conduct on-line assessments           acquisition process
                                              identify gaps and set direction            performing process: design,          >    Not necessary to mobilize a        >     Journey to improve the
PEMM is Trademark of Hammer and Company                                                  metrics, performers, ownership &          team for this service                    operating performance of a
                                                                                         infrastructure                                                                     P&C insurance company
                                          Based on Customer Needs                >    Use large tool kit (e.g., problem       >    Sponsor: Executive or Senior        >     Best practice research
DEEP DIVE: COACH                                                                      solving, project, organizational,            Manager                             >     Change management plan
                                          >  Improve business performance
CLIENTS TO SOLVE                             to meet or exceed enterprise             change, process design, and             >    Based on client needs can           >     Metrics design and
SPECIFIC PROBLEMS                            strategies                               measurement skills) to support a             provide heavy support to lead             implementation
                                          >  Provide the “how” to                     specific business need                       full teams, medium support to       >     Business case development
OR RESOLVE GAPS                                                                                                                                                        >     Process documentation
                                             understand issues, develop                                                            facilitate workshops, or low
                                             plans, and implement solutions                                                        support by providing advice,        >     RACI design and
                                             to get results                                                                        tools or review                           implementation
                                                                                                                                                                       >     Strategy development

                                                  McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com
                                                                                                                                                                                                               │2│
Description of Services                                                                Enterprise Capabilities to Sustain Improved Results
                                                          FOCUS                                  DEFINITION                              RESOURCES                              DELIVERABLES

                                          >    Prepare leaders to understand      >    Establish necessary leadership        >    Sponsor: President, COO, or        >     Senior executive alignment
 LEADERSHIP                                    the potential of process to             awareness of process concepts,             Senior Executive                   >     Develop Business Case for
                                               improve business performance            alignment of executives, and          >    Chief Process Officer or                 Change
                                               and their role in leading and           personal actions to successfully           equivalent                         >     Senior executive engagement
                                               sustaining change                       improve and sustain business          >    Process Consultants                >     Align with strategic plan
                                                                                       results                               >    Not necessary to mobilize a        >     Coach senior executives to
                                                                                                                                  team for this service                    successfully avoid the pitfalls
                                                                                                                                                                           and potholes in the process
                                                                                                                                                                           journey
                                          >    Improve the expertise and skills   >    The quantity and number of            >    Sponsor: Chief Process Officer     >     Develop training programs for
EXPERTISE                                      of people working in a process          people with process knowledge              or equivalent                            leaders, process consultants
                                               managed company                    >    Maturity of the methodology a         >    Process Consultants                      and process workers
                                                                                       client employs in its process work    >    Access to Subject Matter Experts   >     Conduct training programs
                                                                                                                                                                     >     Develop a roadmap for
                                                                                                                                                                           improving enterprise process
                                                                                                                                                                           expertise maturity

                                          >    Improve the processes through      >    Establish enterprise decision-        >    Sponsor: President, COO, or        >     Facilitate development of
 GOVERNANCE                                    which the work of the enterprise        making framework                           Senior Executive                         enterprise process model
                                               is directed and controlled to      >    Align develop strategy, translates    >    Chief Process Officer or           >     Coach clients to launch a
                                               ensure success                          strategy into operating                    equivalent                               Process Council and reach
                                                                                       objectives, allocate resources,       >    Process Consultants                      steady state performance
                                                                                       manage execution and risk             >    Client may want to mobilize a      >     Improve governance maturity
                                                                                       mgmt into an end-to-end process            team
                                          >    Improve the willingness of all     >    The extent which companies            >    Sponsor: Executive                 >     Develop change
 CULTURE                                       employees in the enterprise to          focus on customers, use team          >    Chief Process Officer or                 management roadmap
                                               experience the change that is           based approaches to implement              equivalent                         >     Implement RACI tools to
                                               coming                                  improvement projects, coach           >    Process Consultants                      improve accountability and
                                                                                       employee’s on cross-functional        >    Access to Subject Matter                 align with compensation
                                                                                       change, and orientation toward             Experts                                  plans
                                                                                       personal responsibility               >    Client may want to mobilize a      >     Enterprise commitment
                                                                                                                                  team


                                          >    Develop roadmap to improve         >    Use the Process and Enterprise        >    Sponsor: Chief Process Officer      >     Readiness assessments
CAPABILITIES                                   enterprise process capabilities         Maturity Model (PEMM™) to                  or equivalent                       >     Integrated roadmap to
IMPROVEMENT                               >    Facilitate approach to quickly          identify opportunities to improve     >    Process Consultants                       improve enterprise process
ASSESSMENT                                     identify gaps and set direction         client success in implementing        >    Not necessary to mobilize a team          maturity
                                                                                       and sustaining process initiatives         for this service                    >     Current state assessment
                                                                                       -  Tools based on four critical                                                >     Future state planning
PEMM is Trademark of Hammer and Company
                                                                                          enablers: leadership, expertise,                                            >     Align roadmap with
                                                                                          governance and culture
                                                                                                                                                                            enterprise strategic plan


                                                  McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com
                                                                                                                                                                                                             │3│
Disciplined team leader
    Keys to                                                        Cat herding skills
    Bill McDaniel’s
                                                                   Hitting the ground running
    Project                                                        The tyranny of the calendar

    Success                                                        Working backwards
                                                                   From required products

                                                                   Division of labor
                                                                   Sharing the burden

                                                                   Focused group sessions
                                                                   Targeted discussions, grounded in
                                                                   pre-work


                                                                   Realism
                                                                   Regarding people’s capabilities

Source: Dr. Michael Hammer’s description of Bill McDaniel’s success at leading
executives in research teams for the Hammer and Company Phoenix Consortium.
Presented at the Phoenix Consortium Workshop in Phoenix, Arizona.


                        McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com
                                                                                                                                │4│
Recommendations
Carl Hensman, Ph.D.
 Program Officer, Bill and Melinda Gate Foundation
“Bill came into a extremely challenging, convoluted, emotional environment and through patience, training and encouragement, changed the
fundamental way that the company did business for the better. My current style of management uses nearly every tool and technique that Bill taught
me. Everyone needs to spend time with Bill.”

Mike Garzone
Procurement Executive, The United Illuminating Company
“I would highly recommend Bill who brings deep procurement knowledge to help identify process improvements, set a path to best practice and deliver
desired results. He works well with all levels of management or staff, and was successful in leading cross functional teams to implement corrective
action. Bill is able to quickly get to core issues, and you can have confidence that he will lead your teams to desired results in effective and efficient
manner. These projects can be difficult in many ways, Bill was dedicated, persevering and made it fun.”

Greg Tucker
SVP Business Transformation, Copart
“Bill is a master of Process Improvement and Transformation and has delivered significant and measureable results from dozens of process
improvement efforts. He has done an outstanding job of building an organization of skilled and motivated consultants that are routinely called upon by
Senior Management to lead the most complex change efforts. He has led the introduction of GE's Work-Out and CAP (Change Acceleration Process) to
the organization to drive faster and more committed change in partnership with business leaders. Bill has also led the thought leadership of many
Process Management topics in partnership with the late Dr. Michael Hammer. He is a great leader of change, a well respected people manager and
innovative colleague at pushing the envelope of process thinking. I fully recommend Bill and look forward to the next time we get to work together.”	
  

Martha Batorski
President & CEO, Batorski Stephens & Associates, Inc.
“I teamed with Bill McDaniel and Dr. Michael Hammer to develop the Process and Enterprise Maturity Model (PEMM). The resulting work was
subsequently published in the Harvard Business Review in 2007. Bill's abilities are both impressive and unique. Impressive because Bill possesses, --
as an innovator in designing and implementing best practices -- a demonstrated history of successes in operationalizing proven approaches in
organizations . Unique because Bill also possesses extraordinary abilities in the skill of visual sensemaking -- the art of simplifying the complex. This
ability has allowed Bill to directly impact the enhancement of messages needed to move minds in organizational change, thereby impacting the speed
of adoption. Few executives I have ever met possess these much needed skills.”

Dorothea Brennan
Director Process Improvement, The United Illuminating Company
“I worked with Bill over a number of years on process related projects for the Phoenix Research group of Hammer and Company. I found Bill to be an
extraordinary facilitator. Our groups consisted of a wide diversity of companies, backgrounds and skills. Often Bill was facilitating virtual meetings. I
marveled at his skill in making sure everyone was heard and in summarizing the material to keep the group focused and on track. Bill would follow-up
with PowerPoint slides that were excellent. We were working on complex conceptual information and Bill was able to provide visual materials that made
it easy to convey the team's work product to the broader membership.”
                                           McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com
                                                                                                                                                             │5│

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Consulting Services: McDaniel Consulting

  • 1. Siloing ’si-lo-ng gerund [From Latin sirus a pit for storing grain.] 1: Storing grain. 2: In Tourism, a form of magnetism by which cameras are positively attracted to agricultural buildings. 3: In business, non-communication between departments, incompatible goal setting, inter-company snobbery, or out-right hostility. USAGE: The term refers to the sealed- off nature of silos rather than to their utility in storing tomorrow’s breakfast cereal. At its most extreme, siloing in the workplace leads to Description of Consulting Services destructive competition among nominal allies while providing an opportunity to abuse agricultural metaphors. Improve Business Results 2012 Example “There’s so much siloing among our divisions, we’ll need to hire bodyguards for the company picnic.”
  • 2. Description of Services Project Based to Directly Improve Business Results FOCUS DEFINITION RESOURCES CLIENT SUCCESSES Transformational >  Apply process design skills, >  Sponsor: President, COO, or >  New strategy increased revenue TRANSFORMATIONAL >  15%+ Improvement techniques, and analysis (e.g., Senior Executive by 40% IMPROVEMENT IN >  Significant impact on strategic current state assessment, best >  Typical Core team of 4-8 >  Reengineered plant maintenance practices, customer assessment, >  50%-75% time commitment for process saved $50MM annually BUSINESS RESULTS goals future state design) to 2-4 months >  Shift to call/click from come-in >  Change impact high fundamentally and radically >  Customer Advisory Team & saved $45MM annually >  Customer resource investment is redesign business processes for access to Subject Matter Experts >  Procurement process high dramatic leaps in performance reengineering saved $100MM in five years Incremental Improvement >  Applies when scope and >  Sponsor: Executive or Senior >  Reengineered IT Division in a CONTINUOUS >  5% -10% Improvement deliverables are smaller scale Manager financial services company and IMPROVEMENT IN >  Change impact medium than transformational >  Typical Core team of 2-4 saved $20MM annually >  Balances resource investment, improvement >  20% time commitment for 1 – 2 >  Supplier rationalization in BUSINESS RESULTS forestry products saved $36MM customer needs, and project >  Sub-process primarily within months outcomes responsibility of sponsor >  Access to Subject Matter Experts annually >  Low technology impact “Low-Hanging Fruit” >  Facilitated workshops >  Sponsor: Executive >  Standardized processes in QUICK HITS >  Reduce bureaucracy, remove >  Planning Workshop 1 day multiple call center environment >  <1% Improvement, employee empowerment roadblocks that interfere with >  Workshop 1 – 2 days >  Reduced number of approvals >  Change impact low employees getting work >  Implementation, as approved required for supplier invoices >  Implemented in < 90 days completed, and improve >  Moved authority to front-line performance sales employees Discovery >  Use the Process and Enterprise >  Sponsor: Executive or Senior >  Developed journey for a PERFORMANCE >  Develop a roadmap to reduce Maturity Model (PEMM™) to Manager chemical services company cost, reduce cycle time, improve identify opportunities to improve >  Based on client needs can to improve operating IMPROVEMENT quality, and/or improve customer the performance of client work facilitate workshops, conduct performance ASSESSMENT satisfaction processes interviews of key stakeholders, >  Roadmap for a talent >  Facilitated approach to quickly -  Assess 5 critical enablers of a high or conduct on-line assessments acquisition process identify gaps and set direction performing process: design, >  Not necessary to mobilize a >  Journey to improve the PEMM is Trademark of Hammer and Company metrics, performers, ownership & team for this service operating performance of a infrastructure P&C insurance company Based on Customer Needs >  Use large tool kit (e.g., problem >  Sponsor: Executive or Senior >  Best practice research DEEP DIVE: COACH solving, project, organizational, Manager >  Change management plan >  Improve business performance CLIENTS TO SOLVE to meet or exceed enterprise change, process design, and >  Based on client needs can >  Metrics design and SPECIFIC PROBLEMS strategies measurement skills) to support a provide heavy support to lead implementation >  Provide the “how” to specific business need full teams, medium support to >  Business case development OR RESOLVE GAPS >  Process documentation understand issues, develop facilitate workshops, or low plans, and implement solutions support by providing advice, >  RACI design and to get results tools or review implementation >  Strategy development McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com │2│
  • 3. Description of Services Enterprise Capabilities to Sustain Improved Results FOCUS DEFINITION RESOURCES DELIVERABLES >  Prepare leaders to understand >  Establish necessary leadership >  Sponsor: President, COO, or >  Senior executive alignment LEADERSHIP the potential of process to awareness of process concepts, Senior Executive >  Develop Business Case for improve business performance alignment of executives, and >  Chief Process Officer or Change and their role in leading and personal actions to successfully equivalent >  Senior executive engagement sustaining change improve and sustain business >  Process Consultants >  Align with strategic plan results >  Not necessary to mobilize a >  Coach senior executives to team for this service successfully avoid the pitfalls and potholes in the process journey >  Improve the expertise and skills >  The quantity and number of >  Sponsor: Chief Process Officer >  Develop training programs for EXPERTISE of people working in a process people with process knowledge or equivalent leaders, process consultants managed company >  Maturity of the methodology a >  Process Consultants and process workers client employs in its process work >  Access to Subject Matter Experts >  Conduct training programs >  Develop a roadmap for improving enterprise process expertise maturity >  Improve the processes through >  Establish enterprise decision- >  Sponsor: President, COO, or >  Facilitate development of GOVERNANCE which the work of the enterprise making framework Senior Executive enterprise process model is directed and controlled to >  Align develop strategy, translates >  Chief Process Officer or >  Coach clients to launch a ensure success strategy into operating equivalent Process Council and reach objectives, allocate resources, >  Process Consultants steady state performance manage execution and risk >  Client may want to mobilize a >  Improve governance maturity mgmt into an end-to-end process team >  Improve the willingness of all >  The extent which companies >  Sponsor: Executive >  Develop change CULTURE employees in the enterprise to focus on customers, use team >  Chief Process Officer or management roadmap experience the change that is based approaches to implement equivalent >  Implement RACI tools to coming improvement projects, coach >  Process Consultants improve accountability and employee’s on cross-functional >  Access to Subject Matter align with compensation change, and orientation toward Experts plans personal responsibility >  Client may want to mobilize a >  Enterprise commitment team >  Develop roadmap to improve >  Use the Process and Enterprise >  Sponsor: Chief Process Officer >  Readiness assessments CAPABILITIES enterprise process capabilities Maturity Model (PEMM™) to or equivalent >  Integrated roadmap to IMPROVEMENT >  Facilitate approach to quickly identify opportunities to improve >  Process Consultants improve enterprise process ASSESSMENT identify gaps and set direction client success in implementing >  Not necessary to mobilize a team maturity and sustaining process initiatives for this service >  Current state assessment -  Tools based on four critical >  Future state planning PEMM is Trademark of Hammer and Company enablers: leadership, expertise, >  Align roadmap with governance and culture enterprise strategic plan McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com │3│
  • 4. Disciplined team leader Keys to Cat herding skills Bill McDaniel’s Hitting the ground running Project The tyranny of the calendar Success Working backwards From required products Division of labor Sharing the burden Focused group sessions Targeted discussions, grounded in pre-work Realism Regarding people’s capabilities Source: Dr. Michael Hammer’s description of Bill McDaniel’s success at leading executives in research teams for the Hammer and Company Phoenix Consortium. Presented at the Phoenix Consortium Workshop in Phoenix, Arizona. McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com │4│
  • 5. Recommendations Carl Hensman, Ph.D. Program Officer, Bill and Melinda Gate Foundation “Bill came into a extremely challenging, convoluted, emotional environment and through patience, training and encouragement, changed the fundamental way that the company did business for the better. My current style of management uses nearly every tool and technique that Bill taught me. Everyone needs to spend time with Bill.” Mike Garzone Procurement Executive, The United Illuminating Company “I would highly recommend Bill who brings deep procurement knowledge to help identify process improvements, set a path to best practice and deliver desired results. He works well with all levels of management or staff, and was successful in leading cross functional teams to implement corrective action. Bill is able to quickly get to core issues, and you can have confidence that he will lead your teams to desired results in effective and efficient manner. These projects can be difficult in many ways, Bill was dedicated, persevering and made it fun.” Greg Tucker SVP Business Transformation, Copart “Bill is a master of Process Improvement and Transformation and has delivered significant and measureable results from dozens of process improvement efforts. He has done an outstanding job of building an organization of skilled and motivated consultants that are routinely called upon by Senior Management to lead the most complex change efforts. He has led the introduction of GE's Work-Out and CAP (Change Acceleration Process) to the organization to drive faster and more committed change in partnership with business leaders. Bill has also led the thought leadership of many Process Management topics in partnership with the late Dr. Michael Hammer. He is a great leader of change, a well respected people manager and innovative colleague at pushing the envelope of process thinking. I fully recommend Bill and look forward to the next time we get to work together.”   Martha Batorski President & CEO, Batorski Stephens & Associates, Inc. “I teamed with Bill McDaniel and Dr. Michael Hammer to develop the Process and Enterprise Maturity Model (PEMM). The resulting work was subsequently published in the Harvard Business Review in 2007. Bill's abilities are both impressive and unique. Impressive because Bill possesses, -- as an innovator in designing and implementing best practices -- a demonstrated history of successes in operationalizing proven approaches in organizations . Unique because Bill also possesses extraordinary abilities in the skill of visual sensemaking -- the art of simplifying the complex. This ability has allowed Bill to directly impact the enhancement of messages needed to move minds in organizational change, thereby impacting the speed of adoption. Few executives I have ever met possess these much needed skills.” Dorothea Brennan Director Process Improvement, The United Illuminating Company “I worked with Bill over a number of years on process related projects for the Phoenix Research group of Hammer and Company. I found Bill to be an extraordinary facilitator. Our groups consisted of a wide diversity of companies, backgrounds and skills. Often Bill was facilitating virtual meetings. I marveled at his skill in making sure everyone was heard and in summarizing the material to keep the group focused and on track. Bill would follow-up with PowerPoint slides that were excellent. We were working on complex conceptual information and Bill was able to provide visual materials that made it easy to convey the team's work product to the broader membership.” McDaniel Consulting | 1510 Litina Dr., Suite A | Alamo, CA 94507 | 925.765.2786 | billmcdan@gmail.com │5│