MY WORK - MY YEARS AS AN INNOVATOR

My work.
Peter Ashworth
Leadership. Innovation. Strategy.
Creative. Brand-Building. Messaging.
Marketing. Customer Acquisition. Marketing Automation. Sales.
Data. Business Intelligence. Predictive Analytics.
Business Performance. Team Building. New Market
Development.
Southern California, USA
www.linkedin.com/in/performancebiz.com
www.webhomes.com/blog
/
peter@ashworthandcompany.com

Here is a visual sampling of some
of my work from the past 20
years.
Much of my work is ideation,
research, innovation, then
execution….
…and much of it is
management…working closely
with talented teams. Hard to
demonstrate visually.
Look through these slides for
inspiration or critique.
There are several sections…then
case studies at the back.
Stop if you get bored.
Contact me if you want to talk.

Innovation, Leadership + Business
Performance
Section 1

Innovation.
Then execution,
to create competitive
advantage.
I have worked in
many industries.
Here are some of my
ideas & innovations
in no particular
order.

Project: Santa Ana Police / Homeland
Security
Project Goals:
• Create a sophisticated Predictive Analytics policing tool
within a secure, user friendly, web-based interface
incorporating a multi channel local, national & global
integrated database, that Police & Homeland Security can
use on the streets and within vehicles to improve real time
community Policing information.
Description:
• Built a state of the art, predictive policing & intelligence
system.
Innovated, Concepted & Designed by Peter Ashworth

Project: Panasonic Avionics
In Flight Entertainment Systems
Project Goals:
• Design & build the world’s most advanced inflight
entertainment system. Must have best user interface,
language translation (60+ languages) and navigation able
to be used by every passenger from novice to advanced
media user, on 80% of the worlds airlines. Must interact
with all onboard entertainment, food & beverage and
communications systems, while being able to interact with
hardware & software systems, conduct eCommerce &
operate in conjunction with high level secure
communication systems at any point in the world, both on
the ground and at 30,000 feet.
Description:
• Built the most stringent In flight System with controls,
operations and security requirements within extremely
complicated IT infrastructures for Panasonic as we delivered
in next generation In-Flight Application & Entertainment
Systems for the Airbus A-380, Boeing’s 787 Dreamliner, and
today’s advanced aircraft.

Project: Northrop Grumman HQ, Falls Church
VA
100% Off Grid Energy SystemsProject Goals:
• The feasibility & design of a complete off-grid, low GhG
sustainable energy system that will allow the defense
contractor to operate off the electrical grid in times of crisis /
need. .
Description:
• Feasibility studies, design & implementation of an intelligent
sustainable energy system.

Project: World Center for Innovation,
Michoud NASA facility & surrounding
area, New Orleans LA
Project Goals:
Based on the old NASA Michoud Facility and surrounding area
just outside New Orleans, LA, the
feasibility, concepting, funding and development of a world
class complete community center for innovation in
sustainability, science, & clean tech,
providing jobs, intellectual capital & new opportunities.
Eventually leading to a phased, complete, world class
community, bringing the most innovative companies to
Louisiana, providing jobs, intellectual capital & new
opportunities.
Description:
• Concepting, feasibility studies, and design of Phase I –
Michoud NASA facility.

Vision:
JOBS & NEW OPPORTUNITIES FOR LOUISIANA.
The development of a world class complete community center for
innovation in sustainability, science, & cleantech,
providing jobs, intellectual capital & new opportunities.
Concepted by Peter Ashworth. Built in phases over 10 years.

Project: The Ideation & Concepting of an
Effective Emergency – Disaster Response
SystemProject Goals:
• The feasibility & design of a complete Disaster emergency
response system that will help all parties with information
and assistance during an emergency.
Description:
• The design & feasibility testing of a comprehensive Southern
California disaster communications system.

Ideas & Innovation
for the Next Generation Starbucks
Conducted a detailed program to research
& present ideas & innovations to help
Starbucks determine the future of their
retail operations.

Project: 9th Mile – Like-Minded People
Project Goals:
• A consumer-based Internet group travel community for like-
minded 30-65 year olds, providing a unique combination of
organized premium travel, activities, camaraderie and leisure
enjoyment - with the easy ability to meet new friends,
network and stay in touch.
Description:
• The design, feasibility & creation of a beta program with initial
funding of a new social networking organization.
“Creating a network of millions of new friendships, create exciting new options for
the travel industry, and will have a positive social and financial impact on millions
of individuals, businesses and communities around the world.

1Creating higher in-store revenue
In store big data-driven revenue creation project for Ann Taylor

Working on it.

Intelligent. Business. Performance.
STRATEGY | OPERATIONAL PERFORMANCE | BUSINESS INTELLIGENCE | SALES & MARKETING SYSTEMS

STRATEGY BUSINESS PERFORMANCE MARKETING
New Thinking
Strategic Development
Innovation & Creative Ideation
Market Domination Brand Strategy
Research, Market Study, Discovery & Verification
Key Performance Indicators & Benchmarking
Marketing, Sales & Lead Generation Planning
Customer Connection Strategies
Business Intelligence
Competitive Benchmarking
Organizational Realignment & Restructuring
Profit Potential Assessment
Human Performance & Recruiting Program Planning
Landlord-Tenant Green Building Programs
Go-to-Market Strategies
Brand & Marketing
Messaging & Customer Value Propositions
Sales 2.0 Technologies & CRM
Sales Processes & Methodologies
Lead Generation & Inbound Marketing
Sales Strategy
Accelerating Customer Acquisition
Marketing Materials & Demos (+ Broker)
Internet Marketing
Corporate & Broker Website Development
Social Media & Thought Leadership
Creative & Design
Advertising & Channel Marketing
Tactical Implementation
Sales & Marketing Automation
Business Intelligence Dashboards
Database & Cloud-based Knowledge
Technology Implementation
Processes, Systems & Methodologies
Change Management & Best Practice
Performance Benchmarking
Driving Organizational Change
Human Performance Program Design
Executive Team Building & Vision
Zero-Based Broker Budgeting
Sustainability Program Implementation
Database Management
BUSINESS CONSULTING.
We help our clients create better strategies to create growth, and
reinvent business performance in today’s ever-challenging world.
We look to discover and create better ways to help our clients achieve
their business goals through growth initiatives that can transform
business, using detailed discovery and industry analysis, out-of-the-box
thinking, industry best practices & brand-building, and leveraging new
marketing technologies and global best-practices.
[5.]
what we do.

HUMAN. NATURE.

CONSULTING SERVICES FINANCE
Corporate Sustainability Programs
Corporate Carbon Management
Renewable Energy Systems – Feasibility
Research & Verification
Corporate Social Responsibility Strategic Planning
Financial Modeling & Feasibility
Environmental Assessment
Facility Energy Efficiency Audit
Carbon Footprinting
Environmental Life Cycle Assessment
Emerging Technologies Go-to-Market Strategies
New Energy System Design & Engineering
Product Sustainability Brand & Marketing
Utility Scale Clean Energy Project Development
Project Development
CSR Reporting & Communications
CSR Program Design & Implementation
Renewable Energy Systems - Engineering,
Procurement, Construction & Integration
Marketing & CSR Stakeholder Communications
Energy Systems Monitoring
Energy Systems Maintenance
Facility Energy Efficiency Retrofit
Corporate Sustainability Workshops &
Leadership Training
Carbon Management
Capital & Funding
Financial Modeling
Govt. Grants & Incentives
Grant Writing
Carbon Trading
Carbon Farming
PPA’s & Tax Incentives

The Global Center for Sustainability
Nevada, USA

New Energy System:
Domestic Heat Pump with Deep Dole Ground Source Evaporator.
Generating over 1,900 Mega Watts
[Enough electricity to Power the City of Las Vegas with 100% Green Energy]
SOLAR | WIND | EMISSIONS FREE COAL FIRED POWER STATION | GROUND SOURCE | GEOTHERMAL
clean.
s u s t a i n a b i l i t y | n e w e n e r g y

World’s Largest Winery Solar Installation
Constellation Wines

Strategy is the basis for
success.
Without a smart strategy
first, money & time is
typically wasted, &
opportunities lost.

Every project
starts with the
determination of
business goals,
then the
development of
best strategy.
Here is a visual
sampling of some
of my work.

ZERO-BASED BUDGET
CREATE FINANCIAL PERFORMANCE.
Zero-based budgeting is a powerful way to change the way your
organization thinks about accounting and financial performance in
small to medium sized organizations. The approach to budget
planning, capital expenditure justification, acquisition analysis, and
P&L reviews and related decision-making, reverses the working
process of traditional budgeting and transforms field managers
into competent business people, accountable for performance-
driven success.
More effective allocation of resources, based on needs and
benefits, rather than history.
Motivate managers to create cost effective ways to improve
operations.
Increase staff motivation by providing greater initiative and
responsibility in decision-making.
Detect inflated budgets and creates improved bottom line.
Identify and eliminate wasteful and obsolete operations
Cost centers to identify their purpose and relationship to overall
goals
Increases communication and coordination across the organization
Identifies opportunities for outsourcing
Helps in identifying areas of wasteful spending
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Comprehensive
marketing
options.
The Internet has
changed how we
now create
customers.

INDUSTRY BEST MARKETING & SALES AUTOMATION LEAD GENERATION PLATFORM

My
comprehensive
brand building
methodology,
then go-to-
market.

Some work we
did for a Cadbury
brand.
More details next
page.

Deep scenario &
feasibility discovery for an
energy project with very
expensive implementation
costs & far reaching
impact over 30 years.

Demographic profiling
for client campaigns
prior to creative
development.

Target audience
discovery &
propensities prior to
creative or technology
development.

Lead generation models for the
Insurance & Financial Services
Industries

Concepting new sales
models for IBM
partners.

A new in-store cross
selling program using
big data and
sophisticated retail
algorithms.

Commercial
Real Estate
Marketing
Model

Real Estate lead
generation strategy.

creative, design + brand
Section 3

Personally relevant brands.
Connecting consumers to brands through todays
new web.
There is a sizeable opportunity for brands to
reconnect with buyers by understanding their
personal values and enabling them to improve their
daily lives.

30 years at the
forefront of great
design, brand-building
+ effective messaging.
I have so much, here
is a small sampling of
my work.

A brand is the proprietary, visual,
emotional, experiential, rational &
cultural perception that someone
associates with an organization,
product, service, person or issue.
The consumer owns the brand –
not the company.
Their perception of what values &
promises it delivers dictates the
brand’s value.

Brand.
It’s everything about an
organization.
I have conducted over 300
brand projects for many
different industries.

Naming, brand strategy, messaging
& creative for many companies over
20 years.

The creation of
many icons & logos.
Through a
combination of
science + creativity,
aligned with
business goals.

A complete, organized
approach to creative +
marketing

Interior office design
for improved business
performance.

High end luxury
aspirational marketing.

High design,
luxury marketing.

Bosch cooking systems print (brochure) campaign.

Creative for an
RFID campaign.

Real estate campaign creative.

Real estate lead generation campaign creative.

Real estate lead generation magazine campaign

Comprehensive
marketing systems.

IBM Partner campaign creative.

Sales person marketing collateral.

eCommerce + Social
Shopping
Collaborative Online Social Shopping.
Today’s eCommerce is here.
Social shopping is the exchange of product
ideas, coupons, tips, deals, recommendations and rating with
trusted friends throughout the shopping process.
Social networks are maturing towards being an optimal
channel for enabling trusted online engagement and
conversations.
Today companies must be eCommerce on the new web. I help
our clients determine best strategies, then
architect, build, manage & support our stores. We pride
ourselves on a relentless drive towards performance, and take
a contemporary approach towards simplifying the complexity
of the multiple moving parts through an effective process

The new web.
Fully Responsive Website
Design. Build. Support.
Social, desktop, tablet,
mobile.
Cross platform. Cross
screen. Across town.
Designed + built 500+
websites.
Here are a few.

Project: Webhomes
Project Goals:
• Webhomes.com
• A responsive website to work effectively on all screens.
.Designed with high brand awareness and lead generation
capabilities. Designed to be a portfolio piece for the
company, and to demonstrate unique & advanced
capabilities.
• Description: Built a high experience website with exceptional
lead generation & inbound marketing capabilities.

Project: Voit Commercial Real Estate
Project Goals:
• Voitco.com
• A responsive Commercial Real Estate B2B website to work
effectively on all screens. .Designed with high brand
awareness and lead generation capabilities. Designed to be
a portfolio piece for the company, and to demonstrate
unique & advanced capabilities.
• Description: Built a high experience website with exceptional
lead generation & inbound marketing capabilities.

Project: CPS Insurance
Project Goals:
• CPSInsurance.com
• Create a high brand website to create strong credibility
through an excellent user experience, within a secure, user
friendly, web-based interface incorporating a multi channel
local, national & global integrated database, that affiliates
can use to find relevant financial & insurance-based
information.
Description: Built a state of the art, branded web presence for a
national insurance provider.

Project: Green & Blacks Organic Chocolate
Project Goals:
• greenandblacks.com
• The companies first Global website & marketing campaign.
Design (1) a brand, (2) a campaign, and (3) a best-in-class
interactive website that will achieve all of the goals of this
prestigious Cadbury brand.
Description: Built an industry best responsive website that was
able to capture data, translate languages (global) and run in
conjunction with multiple ongoing interactive, traditional
media, and in-store campaigns.

Project: Sour Patch Candy – Cadbury USA
Project Goals:
• Sourpatch.com
• Create a target audience (8-18) relevant interactive and
engaging web presence that will support the business goals
of this well known Cadbury brand. The site must have
relevant content and function according to today’s web user
expectations on mobile devices, & must include
entertainment that supports the brand metrics.
Description: Built a very cool website that immediately attracted
a large number of target audience visitors (& won several
awards).
In addition we filmed 3 webisodes (short web movies) using a
star studded Hollywood cast.

Project: Peloton Global – Insurance Services
Project Goals:
• Pelotonglobal.com
• I managed the brand strategy and creative for this new
organization made up of some heavy hitters of the
insurance and financial services industries. I also designed
the website, all marketing collateral and interactive
campaign creative.
Description: Built an industry best website that continues to
achieve all of its business goals.

Project: Black & Decker
Project Goals:
• Create a dynamic site according to today’s web user needs,
with content (video, how to’s, FAQs, and other home
improvement project assistance to focus on new tools and
products in its distributors stores to create brand loyalty and
sales revenues.
Description: Built a functrioning web model

Project: St Jude Medical
Project Goals:
• sjm.com
• Create a private Physician portal that heart surgeons from
around the world (123 countries) can use to effectively
communicate with their peers. This portal was able to run
video, whitepapers, library, peer reviewed articles, case
studies, and many St Jude FAQs, product demos and other
SJM branded products & services, creating a strong brand
preference for SJM products over its competitors.
Description: Built a state of the art, portal for physicians that
continues to achieve its business goals.

Project: Kerstin Florian
Project Goals:
• kerstinflorianusa.com
• One of my first marketing clients, this 30 year old Spa
treatments manufacturer needed a brand rework and
eCommerce web presence. I concepted a sophisticated
website with ecommerce engine and database that allowed
the company to market & sell 100s of products on the
Internet.
Description: Built a high credibility website that achieved the
business goals.

Project: Heart of Leadership
Project Goals:
• heartofleadership.com
• A San Diego-based not-for-profit organization that supports
teenage girls and their families, and educates them to
improve lives. I created a new brand, determined, designed
& developed best web presence, based on their
organizations needs
Description: Built a cool brand, messaging & marketing
materials, and website that achieved their business goals.

Project: Systrim PX – Weight Loss
Project Goals:
• Built a complete naming, brand, messaging, marketing and
eCommerce web presence for this multi-level organization
based in Texas. Also built 100s of mini-websites for their
members to sell products
Description: Built a sophisticated eCommerce site & complete
marketing capabilities for this organization.

Project: Scott Wells – Plastic Surgeon
Project Goals:
• scottwellsmd.com
• A Park Avenue New York plastic surgeon was looking for an
agency who could differentiate him from over 100 other
highly qualified plastic surgeons in New York. We
determined that he should be able to “demonstrate” his
work through a best-in-class website, which would also
function as the center of his lead generation activities.
Description: Built an industry best brand, marketing materials &
website, that achieved his business goals.

Project: First Team Real Estate
Project Goals:
• firstteam.com
• Create a sophisticated, comprehensive, data-driven
website that would be the core platform for all marketing
efforts for this residential real estate organization, ranked
as the #10 largest RE firm in the USA. Also rework the
brand, determine resonating messaging & optimal target
audiences, develop multiple campaigns, both web-based &
traditional, across 25 different regions, with over 100,000
property listings, and 4,000 agents.
Description: Built an award-winning real estate brand,
comprehensive marketing and sophisticated website that
achieved the companies business goals.

Project: Helicopter Support Services -
Sikorsky
Project Goals:
• Determine best solution for the world’s largest helicopter
support company. Conducted a complete brand
rebuild, extensive photo shoot, designed & developed
sophisticated eCommerce website with complete multi-
language parts catalogue for over 50,000 parts.
Description: Built a state of the art, system that achieved the
business goals of Sikorsky & HSI.
hius.com/

Project: Helicopter Support Services -
Sikorsky
Project Goals:
• Alamo-industrial.com
• 27 brands, and the world’s largest manufacturers of
mowers, tractors, truck-mounted cleaners, industrial
equipment, Alamo transacts $100,000 in parts per hour.
They did not have a website, so needed a web-based
information & procurement portal that could provide an up-
to-the-minute inventory, eCommerce & shipping capability
to over 15,000 dealers & municipalities.
Description: Built a state of the art web solution that controlled
inventory to over 300,000 parts and sales, while providing
information to stakeholders world-wide.

Project: ELM Resources - Bank
Project Goals:
• elmresources.com
• A $76billion student loan bank, Elm was looking to improve
its brand awareness, and its reach into high schools,
colleges and student families across the USA & globally. I
designed a comprehensive database site with strong
content, calculators, widgets, video and many other
elements.
Description: Full brand development & website launch with
ongoing content and technical support.

Project: DD Child Consulting
Project Goals:
• ddchild.com
• Determine best brand & web solution for this Child
Psychologist to create brand awareness & build clientele.
Primarily looking for a professional web presence with
strong search engine keyword aligned content and social
media as client does not plan to commit to a big marketing
budget, & culturally psychologists (& many physicians) do
not like to use strong marketing.
Description: Researched, designed & built a professional
website that has excellent content and strong Google ranking.

Project: Unigene – Peptide Science
Project Goals:
• This publically traded biopharmaceutical company, engaged
in the research and development of peptides for medical
drug use. They needed a complete rebrand, effective
messaging, marketing & trade show materials, and a best-
in-class website that provided information on current
medical advances, and information to shareholders.
Description: Created a industry-best rebrand, materials and
website that achieved their business goals.
hius.com/

Project: Pateadores Soccer Academy
Project Goals:
• pateadoresacademy.com
• The number #11 Soccer Academy in the US, Pateadores
needed a web and brand awareness capability to assist
with recruiting top players, and to create a web-based tool
for information and social media.
Description: Built the best Soccer website in the USA and
achievement of the Academy’s business goals.

Project: REI Wise – Real Estate Investment
Project Goals:
• A real estate analysis & investment tool this site is the
platform and interface for a sophisticated national analytical
database of properties and investors.
Description: Built a brand, marketing materials and website that
is best-in-class and achieves its business goals.

Project: Alteer – Medical Software
Project Goals:
• A complete rebranding & marketing strategy for this
established medical software firm. We determined best
messaging and target audience subsets, then created a
progressive marketing campaign and best-in-class website
with calculators, apps, and targeted content for inbound
lead generation.
Description: A complete brand makeover and website to
achieve the software creators business goals.

Project: Deano & the Dynamos
Project Goals:
• deanomusic.org
• A web based communications system for this retro rockin’
kids Pastor & Christian Artist. He needed a platform to build
brand awareness, and entertainment online.
Description: Built a high entertainment website that runs video,
takes donations, books gigs & concerts & sells digital music
and CD’s.

Project: Conectrix - Telecommunications
Project Goals:
• Create brand credibility in a competitive market with a
brand, marketing materials & high credibility website with
user tools/apps. .
Description: Built a complete brand, messaging, and website for
this telecommunications company to achieve their business
goals.
www.conectrix.net

Project Goals:
• Whitney.org
• The world’s largest American Art Museum. Create a strong
online presence (website) to promote and sell tickets
nationally & internationally for the revered biennial art
exhibition.
Description: Built a highly creative website that effectively
promoted the Biennial, its opening gala, its featured
artists, interactive exhibits, and ticket sales.
Additionally, built a new ticketing system and database
integration to improve ticketing efficiencies & lower ticket sales
costs.
Project: Whitney Museum of American Art, NY

Project: Cortex Pharmaceuticals
Project Goals:
• A cutting edge neuroscience company needed effective
messaging, standout brand, materials and website to tell its
story, keep investors informed and build awareness in the
medical and investor spaces.
Description: Built a brand identity, marketing materials and
website to achieve this company’s business goals.

data + business intelligence
Section 5

REVIEW, COMPARE AND EVALUATE BUSINESS SCENARIOS,
CONDITIONS, DRIVERS, RATES AND ASSUMPTIONS.
Dashboards incorporate the capture of key business data from a
business and applying statistical modeling, adaptive learning, data
mining, historical performance and benchmark analysis give
business leaders immediate insight into root causes and trends
over time.
A dashboard gives key insight across the company and drives
collaboration between top leaders and key decision makers,
recommending specific actions and strategies where applicable.
The real time data helps guide your decisions, helping you rapidly
improve performance.
Business Analytics
Predictive Analytics
Business Intelligence
Performance Dashboard
Data Interrogation & Modeling
Human Performance Engines
INTELLIGENT.
DASHBOARD.
BUSINESS INTELLIGENCE.
KEY INFORMATION IN REAL TIME,
WHEN AND WHERE IT’S NEEDED.
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THE CRITICAL BUSINESS METRICS YOU WANT ANY TIME.
RECOMMENDING SPECIFIC ACTIONS AND STRATEGIES.
Wireless information technology presenting real time data on your
laptop, tablet or phone allows you to determine and monitor key
performance factors and variables for your business as they
happen, allowing you to make correctional changes – and monitor
performance from anywhere.
Operational
Financial
Costs & Materials
Staffing
Logistics
Cash Flow
Marketing & Lead Generation
Sales Performance
Manufacturing
Profitability
DASHBOARD
ON-THE-GO
KEY BUSINESS INFORMATION
FOR LEADERS. ANYWHERE.
LAPTOP, TABLET, SMART PHONE.
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eCommerce Site Conversion Path

KNOW your customers REAL needs.
[Who are your most profitable customers?]

advertising + traditional marketing
Section 6

Cardiogenesis Campaign II & III.

customer acquisition
Section 7

AUTOMATED
LEAD
GENERATION
PLATFORM.
MARKETING AUTOMATION.
CRM.
DATABASE DRIVEN.
PREDICTIVE ANALYTICS.
PROCESS DRIVEN PLATFORM.
THOUGHT LEADERSHIP.
INBOUND LEAD GENERATION.
QUALIFIED LEADS
MARKETING AUTOMATION

PURE WHITE LEAD GENERATION ENGINE
Create New Clients
Build New Revenue
Increased Profitability
Professional Messaging & Communications
Increased Brand Awareness
Improved Industry Credibility
Ease of Communications
Marketing Automation Platform
Improved Lifetime Customer Value
Improved Ability to Expand

NEW
CONSULTANT
DETERMINE
SECTOR
SPECIALTY &
GEOGRAPHIC
ONBOARDING, O
RIENTATION &
SET UP
DEVELOP
CONSULTANT
MARKETING/BIZ
DEV RAMP UP
PLAN
REVIEW PERCEP. TO DATE
INTRODUCE MENTOR
SCHEDULE WEEKLY CALLS
DETERMINE PERF.
METRICS
BIZ CARDS
PRESS RELEASE
REVIEW POLICIES
[ONLINE]
REVIEW PROCESSES
[ONLINE]
REVIEW MARKETING
ENGINE & CRM
REVIEW KNOWLEDGE
LIBRARY
REVIEW CONTRACT
WRITING & LEGAL
PEOPLE RESOURCES
INTRANET ACCESS
MARKETING GROUP
SUPPORT
DEVELOP
CONSULTANT
SALES PROCESS
REVIEW LEAD
GENERATION PROCESS
REVIEW MARKETING PLAN
MARKET STATISTICAL
ANALYSIS
MARKET DISCOVERY
MARKETING GROUP
COLLAB.
REVIEW MATERIALS
REVIEW
MARKETING/ADVERTISING
OPTIONS
FINALIZE MARKETING
PLAN
REVIEW PLAN MONTHS 1-3
PERSONAL LINKEDIN PAGE,
A&Co FACEBOOK PAGE
ACCESS, BLOGGING,
SOCIAL MEDIA CONTENT
GUIDELINES
IMPLEMENT MARKETING
INITIATIVES
REVIEW MARKETING
ENGINE STAT ANALYTICS
ACCESS
30, 60, 90 DAY MARKETING
PERFORMANCE REVIEW
REVIEW ALL PROGRAMS &
OPTIONS
COMPENSATION REVIEW
REVIEW BEST HUMAN
PERFORMANCE PRACTICES
LETTER OF AGREEMENT
EXEC WELCOME CALL
REVIEW EXPERIENCE &
SPECIALTY
MARKET DISCOVERY
DETERMINE
WHITEPAPER/BLOG
CONTENT
DETERMINE ASSOCIATIONS
& EVENTS
CLIENT NEEDS
DISCOVERY PROCESS
REVIEW & PRACTICE
PITCH
REVIEW PROSPECTING,
QUALIFYING &
APPOINTMENT SETTING
REVIEW & PRACTICE
PRESENTATIONS
REVIEW PROPOSAL
PROCESS
30, 60, 90 DAY SALES
PERFORMANCE REVIEW
INTERNAL
RESOURCES &
SUPPORT
REVIEW INTERNAL
RESOURCES &
PROCESSES
SCHEDULE MONTHLY
MARKETING RESOURCES
INTERNAL ANALYSTS
ADMINISTRATION
IT SUPPORT
30, 60, 90 DAY
HUMAN PERFORMANCE
REVIEW
NEW ACCOUNT EXECUTIVE ONBOARDING PROCESS – QUALITY + PERFORMANCE
SALES GROUP
SUPPORT
EXECUTIVE
LEADERSHIP
SUPPORT
HUMAN
PERFORMANCE
GROUP
SUPPORT
My new hire onboarding process.

Creating
rapid data
flow &
visibility to
support new
lines of
business.
Speeding
traffic flow,
& database
integration,
reducing
carbon
emissions,
saving the
planet one
intersection
at a time.
Lowering the
cost of
healthcare by
transforming
medical
practice
management
through
complete
marketing
solutions.
Developing new
brands, active
channel
marketing, and
an integrated
eCommerce
solution for the
USA’s largest
perfume
distributor
Apartment for
rent. Available
now. Mobile
marketing
“real time”
apartments
available
database
campaigns.
Fashion
Flows.
Inventory &
control at
point-of-sale.
Thin is in.
Launching the
world’s thinnest
phone.
We developed a
new generation
of in-flight
entertainment
systems on a
new generation
of super-jet-
liners.
Brand-building
at the world’s
leading
helicopter
logistics
support
organization.
A better user
experience
and a better
brand for a
$36billion
market leader
in student
loans.
Supporting
financial
services
through
systems
integration &
information
flow.
Pamper yourself
through luxury
spa products
brand &
eCommerce
online.
Multi-health
marketing
through multi-
channel
brands.
The world’s
largest
American Art
Museum
needed a
marketing &
technology
hand.
30 hours. 16
venues
globally. 3.5
billion people
in 180
countries. The
largest
humanitarian
event ever.
Luxury Real
Estate.
Strategy, bran
d, web 2.0 &
advertising for
the USA’s 10th
largest real
estate
company.
case studies
LIVE BEAUTIFULLY™

Project: The New Northrop Grumman Corporate Office, Falls Church Virginia.
The First Large Scale Commercial Building 100% Off-the-Grid in the USA.
Oversaw the Project as Chief Energy Consultant for Northrop Grumman’s 335,000 sq ft HQ.
SOLAR PV | WIND TURBINE | FUEL CELL | MICROTURBINE | BIO DIESEL | BIO GAS | POWER MANAGEMENT | CONSTRUCTION
clean.

Brilliant Blue implemented the unified and integrated commerce product while updating the Alamo Group company brand. Brilliant Blue’s research identified
Alamo Group’s market perception as Quality, Stability, Strength, and Durability and therefore needed to both reinforce these qualities and provide a robust and scaleable
online commerce presence rich with capabilities. In addition, Alamo Group’s custom requirements required Brilliant Blue to be flexible enough to implement new features
that would further provide customers a faster and more complete experience working with Alamo Group companies. Since the initial rollout in 2006, Alamo Group’s
online usages statistics show that a steady increased trend in online usage has resulted in some Alamo Group businesses reporting at least 90% of their total sales through
the B2B / B2C commerce solutions. In addition, elimination of previous software and systems licenses allows Alamo Group to reduce their total cost of ownership by 71%
over 2 years. With new features added daily to systems, Brilliant Blue can continue to provide Alamo Group member companies, distributors, and customers a rich and
complete user experience.
Brilliant Blue was engaged to update their brand, reinforce their strong market perception, and ultimately rollout completely integrated B2B and B2C
websites. Brilliant Blue implemented their online commerce product BlueCommerce and integrated it into Alamo Group’s ERP J.D. Edwards Enterprise One. The solution
is hosted at Brilliant Blue’s One Wilshire facility, and provides real time access to Alamo Group’s product catalog and order entry system. In addition, customer service
modules, warranty modules, and an integrated Engineering information portal, is seamlessly integrated.
Alamo Group (NYSE: ALG) needed to unify their brand across many international member
companies, while implementing a completely integrated B2B and B2C web presence. This presence needed
to be fully integrated into Oracle (JDE) Enterprise One so that customers and distributors may order and ship,
while obtaining the latest information about Engineered products in real time. In addition, marketing reports
were needed so that Alamo Group member companies may make needed business decisions about
customers, distributors, and products. Alamo Group also needed a robust and scalable hosting solution to
meet the needs of a 24/7, international online presence.
Infrastructure…middleware…commerce...applications…systems…implementation
How do you develop a unified web brand for a family of two dozen companies that design, build, and
sell products for agricultural, industrial, commercial and government markets?
CHALLENGE:
SOLUTION:
BENEFIT:

How did we help a leading IBM licensee create a new, aligned brand & customer connection
capabilities that increased market share in the toughest economy in 47 years?
ASG Is one of the top 5, IBM hardware resellers in the USA. The company was experiencing the
toughest market decline in its history, and needed help with its brand and customer acquisition strategies to create
growth in a very competitive market place. Over the years new competitors had moved into the region (Western
States), and the brand had become tired and less effective, resulting in its sales force experiencing challenges in
new customer acquisition. ASG not only needed better credibility and messaging of it’s unique selling proposition,
but needed to re-look at its entire selling strategies, to create Web /mobile 2.0 processes, methodologies, channels,
and capabilities that its customers were more opt to prefer.
Brilliant Blue was engaged to help determine better strategies, then to implement comprehensive
Web & traditional marketing solutions. After detailed competitive research, a new customer
connection model was formulated & established that would give the company an advantage
in the market place. Brilliant Blue then rolled out a complete new identity and marketing
materials, including a 2.0 website incorporating multiple features, widgets, apps, calculators.
case studies, white papers, wikis, blogs, forums, surveys, and many other customer-friendly
tools to assist with their purchase decision relevant to the clients needs.
Brilliant Blue helped to re-align the new brand according to the needs of its customers, resulting in strong financial
performance against its competitors - in an extremely tough market. Additionally after polling its client base, ASG has received
very favorable comments about its much better, more simple, and richer experience aligned with customer needs when working
with them, anticipating continued growth in new clients and market share.
CHALLENGE:
SOLUTION:
BENEFIT:

CHALLENGE:
Launching a new, innovative, brand in a traditional business market.
The insurance and financial services industry is a traditionally conservative industry, dominated by large entities,
where vertical specialization is the norm. Our client is in the financial products and services segment. Typically insurance and
financial services companies refer to the marketing & business development function as “IMO’s” (Independent Marketing
Organizations). These are often internal departments primarily focused on lead generation activities, and are somewhat limited on
resources, innovation, or marketing capabilities . Best practices in both marketing, and products and services distribution take many
years to build, and come at considerable cost. A clear opportunity existed in the marketplace for an organization that could
leverage the resource synergy’s of industry best practices.
Brilliant Blue was engaged to create an entity that could accomplish these goals. Complete brand-building,
including naming, identity, and all marketing and customer connection strategies including web, data, interactive and
traditional marketing & advertising materials, – creating Peloton Global Distribution Services is a best-in-class marketing
organization offering its members in insurance and financial services distribution - strategic insight, knowledge, and direct
access to extensive market capabilities and resources to create higher performance.
Peloton was able to acquire multiple new members, who were able to leverage the combined individual strengths of:
- Strategic Insight, Think Tank & Opportunities Planning.
- Extensive Market Research, Intelligence and Knowledge.
- Collaboration and Strategic Partnerships Towards Business-Building.
- The Capabilities to Create Innovation in Management, Marketing and Operational Practices.
- Comprehensive Marketing and Lead Generation Capabilities to Increase Revenues in Existing Markets.
SOLUTION:
BENEFIT:

SOLUTION: Brilliant Blue chose to redefine the user experience by utilizing IBM’s Websphere Portal platform.
By making use of WebSphere Portal dynamic UI framework, Web Content Manager, in addition to building custom
AJAX-enabled UI components they enriched the user experience, and simplified the online delivery of student
loans. Ajax is a JavaScript and XML based framework that adds powerful interactive capabilities.
BENEFIT: ELM Resources new user interface has enabled them to enhance the service it provides to schools and
student lenders. The new, more intuitive, user friendly design strengthens ELM Resources’ already well defined
brand and has paved the way for ELM’s long term plans for an ongoing service improvement program
CHALLENGE:With a mission to provide schools complete freedom-of-choice and equal access to all education financing providers, ELM Resources was established in
1994 as the only open, non-proprietary, lender-neutral student loan delivery system in the industry. Through its members -- lenders, guarantors, and loan servicers --
ELM administers a common, open, and universal student loan delivery system that seamlessly links the diverse computing platforms involved in processing and
disbursing a student loan. ELM offers students and schools the convenience of using a single data channel for both alternative and government guaranteed loans,
regardless of which loan provider is serving the customer. Due to the abundance of different applications, database formats and platforms, the existing user interface is
complicated and difficult to administer. The challenge was to make improvements that change the experience lenders and schools have when they use the ELM
Resources site and add value to ELM Resources' brand.
How did we combine strong creative, web 2.0, social networking, and customer connection
tools & applications to create an excellent user experience- creating new customers for a
$36billion student loan bank?
Before:

ST JUDE
St. Jude Medical creates powerful new
brand & Web 2.0 online information
portal for the medical community.
St. Jude Medical (NYSE: STJ), a $7.6B USA corporation, is
dedicated to making life better for cardiac, neurological
and chronic pain patients, through excellence and
innovation in medical device technology and services.
With 2006 sales of $3.3 billion, the corporation has 12,000
employees, and operations, research, & manufacturing
facilities in more than 100 countries.
St. Jude Medical turned to Brilliant Blue to help research,
determine, and develop best-strategy, messaging, brand, and
technology applications, - and to build a better relationship with
its target audience, by leveraging best-in-class information,
training, education and services to help the company capture
market share and grow revenue.
St. Jude now has improved brand, tools and processes to better
communicate with its physician base, and continues to gain market
share and identify opportunities for even greater performance and
innovation.

This is a large project involving integration of QAD on HP-Unix environment and JDE One World on an
AS/400 environment. With a total of 17 entities using different systems, messages in the form of AP, GL, FA transactions (Accounts Payables, General Ledger, and Fixed
Assets) are passed via a XML / Java based brokering engine (DigiBroker) between these systems. Transactions produced (via Java and JMS) from a particular system are
sent in "data supersets" and are sent through a brokering engine, then transformed using XSLT and Java just prior to being consumed by the designated adapter. TomCat
was also used for reporting utilities built within system. Recognizing that Metaldyne can leverage the adapters to connect to any system via any method, Metaldyne is
ready for additional web services within its enterprise.
The newly integrated systems can now handle over 1,700 header transactions per second, with over 2,500 detailed lines
within the transactions, which subsequently now balance to the penny. The project significantly increased data flow, integrated multiple disparate systems, and reduced
overhead costs, ensuring consistent reporting and enabling faster, fact-based decision-making.
Metaldyne is a $1.8 billion designer and supplier of metal-based components, parts, assemblies and chassis’ for the motor
vehicle industry, with manufacturing operations in 20 countries. Over the past few years, the company has pursued an aggressive growth through acquisition strategy. As
a result, there were 17 different entities using different enterprise systems with various non-standard applications. In the context of a significant corporate rollout of an
ERP, we were tasked with integrating the systems and components so business unit functions and data would roll up to a central financial group for consolidated reporting
and financial management. In addition to improving consistency, the initiative is designed to significantly reduce duplicative efforts, reduce administrative costs and
facilitate better decision-making.
CLIENT BUSINESS CHALLENGE:
APPROACH | METHODOLOGY | SOLUTION:
RESULTS | BENEFITS ACHIEVED:
How did we integrate multiple disparate systems and components globally, enabling thousands of high security
transactions per second - so business unit functions and data would roll up to a central financial group for
consolidated transactions and financial management.

Cadbury works with Brilliant Blue to create complete online
brand, marketing strategy & implementation of global
interactive & Web 2.0 - direct to consumers.
Cadbury Schweppes Public Limited Company (NYSE: CBY), is the world’s largest global provider
of confectionary, beverages, and related products, spanning 123 countries. It’s Green & Black’s
brand is the company’s first premium chocolate - organically grown retail product, and is
available in over 20,000 retail locations across the USA.
Cadbury appointed Brilliant Blue as its brand development and interactive agency, to provide comprehensive
services to the brand as it entered the US market. Brilliant Blue conducted detailed research and market
survey services to create the optimal selling strategy, then worked on creative elements including
messaging, creative, advertising, interactive, database, and technical deliverables to build a better
relationship with its target audience, with the goal of incr5easing market share and growing revenue.

CHALLENGE:
SOLUTION:
BENEFIT:
How did we create business strategy-aligned brand and marketing materials in a very
challenging market for the most capitalized new bank in California’s history resulting in
accelerated sales?
California Republic Bank is the largest bank ever formed in California history based on initial capitalization. It
is focused primarily on high net worth clients , most of whom are entrepreneurs with successful businesses in Southern
California. California Republic Bank offers the highest echelon of banking to a very elite target audience with very high
expectations in all banking needs. In a very challenging (2009) market place where banks are regularly failing and customers are
skeptical, CRB offers banking without boundaries. With complete availability to service and direct access to responsive decision
makers at all times, CRB needed sales & marketing materials and messaging that would clearly communicate the banks service
offerings and capabilities in a conservative but compelling manner - resulting in strong new customer acquisition.
Brilliant Blue was engaged to help the 2 year old bank create traditional and online marketing /advertising
that would resonate strongly with the very specific needs of the banks elite clientele. Detailed research was conducted across
demographic, psychographic and geographic (USA & Global) audiences and products to find and review best-in-class
messaging. Customer “needs” were determined, then customer connection strategies and materials were mocked up for
review by the bank’s board. After the boards decision on direction was made, Brilliant Blue created the new materials for the
business development team. During this design and implementation phase, Brilliant Blue also supported bank with creative
and marketing support for interim advertising and biz-dev projects.
The bank has seen significant improvement in its ability to bring in new clients, now has compelling brand and
marketing capabilities, and has shown considerable growth in an otherwise very challenging business environment, resulting in
record growth for the past 2 quarters.

Brilliant Blue was engaged to create a hip and engaging brand and website that reflected the level of quality
offered by JNR. Brilliant Blue conducted extensive internal, external and competitive research to determine proper positioning
and brand strategies. Based on this research, Brilliant Blue defined and created a corporate brand and website that would
differentiate them in their highly competitive industry and allow them to expand into other vertical markets. Additionally, the
website, built with intuitive navigation, engaging imagery, and effective messaging, was created with state of the art
technology and database functionality, allowing for additional sales opportunities through targeted customer questionnaires
JNR is now properly positioned for growth with the ability to expand into additional vertical markets. JNR is now
able to differentiate themselves in an industry of competent competitors, but ones with little or no existing brand awareness.
Brilliant Blue remains a long-term strategic brand advisor for JNR and will be launching a large scale Search Engine Optimization
and Pay Per Click program to ensure JNR’s continued growth.
JNR Incorporated is a staple in the corporate incentive industry. JNR’s customers include some of the biggest
brands in the world. They have worked tirelessly over the past 27 years to establish themselves as a leader in their industry. JNR
prides itself in delivering the highest level of quality, customer service and creativity to their clients employees and customers
worldwide. The need to modernize the brand without losing industry credibility and clout, yet be perceived as best of breed in a
highly competitive industry was the biggest challenge. Also, although JNR has gained a reasonable amount of brand awareness, it
has been highly specific to a limited number of vertical markets, primarily the automotive industry. It was necessary for Brilliant
Blue to create a brand that would appeal to a broader number of vertical markets. In addition, JNR’s existing website needed a
complete refresh to reflect the exciting and engaging new brand being created by Brilliant Blue. The website, while reflecting their
new branding, also needed to be utilized as a tool to generate new sales leads.
CHALLENGE:
SOLUTION:
BENEFIT:
How does a 27 year old company update and modernize the brand without
losing the integrity and clout it has gained throughout the years?
BEFORE:
AFTER:

How do you update a respected 30-year old brand to better position itself to its
target market…without losing the company’s core customers?
CHALLENGE: First Team Real Estate, California’s #1 Independent Real Estate Company and market leader in its headquarters of Orange County, California, had developed
a respected reputation as a trusted partner in Real Estate over 30 years of operation. While the existing brand had served the company well, it was universally felt among
senior marketing management that the brand needed an update and was limiting both increases in local market share in Orange County as well as geographic expansion
plans.
SOLUTION: Brilliant Blue was engaged to conduct in-depth market research on First Team’s target market, segmented by both geography and income. Research showed
that First Team’s existing brand and market positioning was well-directed at entry-level and mid-level home buyers and sellers, it did well target the more affluent, brand-
conscious segments of their market. A breakdown of the target market by known psychographic clusters revealed that, across all segments, consumers engaged in similar
aspirational behaviors, and that these segments could all be targeted with the use of aspirational messaging and imagery. In addition, consumer research showed that
First Team messaging could more precisely address the needs and issues of the market. Finally, a competitive survey revealed that, although the industry was filled with
national players with larger marketing resources than First Team, few achieved anywhere near Best-of-Breed marketing standards as compared to other brands (Target,
IKEA, Apple) marketing to the same demographic.
BENEFIT: Brilliant Blue developed a revised, data-driven First Team brand and marketing campaign that effectively targeted all segments of its target market. Aggressive
use of aspirational imagery and messaging made for a brand and campaign that differentiated First Team from its immediate local competitors, as well as national
competitors. The brand – projected to launch Summer 2007 – was accompanied by a Brand Book, directing First Team personnel in the application and use of the revised
brand elements.

Marketing a $35million home across 24 time zones and 17 languages.
Weir Properties is one of California’s most successful agent teams, aligned with Prudential Southern
California Realty, a Berkshire Hathaway company. Weir Properties, gained a listing for a $34.9million property listed in the
hardest real estate decline in 37 years. Typically 87% of properties sold, sell to a client in close geographic area, but due to the
high asking price in a down market, Weir Properties needed expert assistance in marketing this property in non-traditional
ways.
Brilliant Blue was engaged by Prudential and Weir Group to determine the optimum ways to find a buyer
willing to pay asking price. Brilliant Blue looked at the potential for suitable buyers, and determined that the marketing
needed to be global for a legacy property of this type. Research was done as to the geographic areas worldwide that would
likely offer the most rapid buyer offers. Brilliant Blue determined that the Internet would reach a much larger target
audience, so built a 2.0 website that incorporated many social networking interfaces, comprehensive search engine
marketing, language translation, Google Earth, and detailed information
Brilliant Blue aligned their new company direction with their financial structure and implementation of necessary
supporting systems. With the elimination of previous software and systems licenses, and implementation of new systems
Birkenstock has put more than $1million straight to the profit line each year. The total cost of ownership has been reduced by
more than 90% while providing Birkenstock customers (i.e. Dillards, Nordstroms, Birkenstock Outlets, etc) a much better, more
simple, and richer experience in working with Birkenstock USA.
CHALLENGE:
SOLUTION:
BENEFIT:

Project: 38 Venues throughout the United States.
Live Nation Entertainment (NYSE:LYV) is the largest live entertainment company in the world:
connecting 200 million fans to 100,000 events in over 40 countries.
Clean is Live Nation’s New Energy Consultant, commencing with the Filmore in San Francisco.
ENERGY CONSULTANT | SOLAR PV | FUEL CELL | MICROTURBINE | BIO GAS | POWER MANAGEMENT | CONSTRUCTION
clean.

Project: The largest renewable energy project in the world. 760 MW.
Epic-Desmon AZ Solar, Inc. is developing the world’s largest solar photovoltaic (PV) utility farm near Kingman,
Arizona on 2470 acres.
Acted as Epic-Desmon’s Finance & New Energy Consultant.
ENERGY CONSULTANT | SOLAR PV | WIND TURBINE | FINANCE
clean.

Project: The Global Center for Sustainability.
Clean is a 50% Partner in the World’s Largest Solar Farm & Resort near Las Vegas, Nevada on
65 Square miles.
I was the conceptor & development partner with my company, Clean Co.
DEVELOPMENT | ENERGY CONSULTANT | SOLAR PV | WIND TURBINE | FINANCE
clean.

Project: The Global Center for Sustainability.
Clean is a 50% Partner with Sail Capital Partners to Create a 1,000,000 Sq.Ft Cleantech / Sustainability Center in the old
NASA Martin Marietta Facility in New Orleans
I was the conceptor & development partner., with Clean Co.
DESIGN | DEVELOPMENT | ENERGY CONSULTANT | SOLAR PV | WIND TURBINE | FINANCE
clean.
NEW ORLEANS CLEANTECH
& SUSTAINABILITY CENTER

If you got this far….
…you have too much time on your hands!
Let me know how I can help you.
- Peter

MY WORK - MY YEARS AS AN INNOVATOR

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