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CAGE Code: 5J3B0
                                                      Certifications / Licenses/ Registrations                - Six Sigma and Lean certified
DUNS: 830931510                                                                                                 personnel
                                                       - Certified Woman Owned Business (WBENC)
                                                                                                              - Experienced with MBO, CPI, CMM, CMMI, ISO
                                                       - GSA MOBIS Schedule Sin 874-1 874-6                      and TQM Management Strategies
                                                       - ITIL and PMI certified personnel                     - Certified Procurement Professionals (CPSM)
  Partners and Affiliates:
   Q uant umSix, I nc.                                Core Capabilities
   W oolpert , I nc.

   I nt erf acing T ech no log ies, I nc.
                                                           Organizational Strategy and Effectiveness
   O pt iSource So lut io ns, LLC
                                                                   Leadership Process: Purpose, Vision and Values
   SigmaF lo w, I nc.

                                                                   Strategic Planning and Facilitation: Hoshin Technique
        Sample Projects:                                           Transformation: Strategy, Program and Project Management, Hoshin Planning
  Parklan d Hosp it al Syst ems - I T Sourcin g
  St rat egy, T xn Mgmt                                            Organization: Assessment, Design, Skills Assessment, Transformation
  CVS Pharmacy - Appl icat i on
  Requ ireme nt s, Sourcin g St rat egy, T xn                      Change Management: Communications, User Adoption for Technology
  Mgmt

  Color ado D NR - Eng ine erin g Assessment
                                                                   Training Development and Delivery: Leadership, Governance, Sourcing
  St at e of Colora do O I T - W AN                                Balanced Scorecard: Design, Development and Implementation
  Requ ireme nt s

  Acadia Ent erpris es - Product / Serv ice                Process Improvement Initiatives
  Deliv ery Mode l Des ign

  W est ern Dispos al: Cust om er Service and                      Process Assessments and Reengineering: ITIL, Governance, Business Processes
  Market ing Ass essment / Process
  I mprovement                                                     Lean and Six Sigma: Continuous Improvement Initiatives Design, PMO, and Training, Kaizen
  Hein eken - ERP Sou rcin g St rat egy an d
  I mplement at ion
                                                                   Facilitation
  Ast ra Z eneca - Appl icat i on Port f ol io             IT and Shared Services Strategy
  Analysis, So urcin g St rat egy, T xn Mgmt

  T at e& Lyle - SAP I mplement at ion Serv ice                    IT and Shared Services: Assessment, Strategy, Service Delivery Model, Comparative Analysis
  Provider S elect i on a nd Co nt ract
  Negot i at io ns, Cont ract Re neg ot iat i ons                  Application Portfolio: Assessment, Analysis, Rationalization and Outsourcing Strategy
  T at e& Lyle - Supp lier Ma nag ement
  O rganizat ion a nd Process D esi gn                             Applications and Systems Usability Analysis, Process Efficiency
  Ent ergy - Divest it ure Sup port , O perat io ns
  St art up, T ransact io n Mana gement                            Stakeholder Analysis: Voice of the Customer, Interviews, Focus Groups, Surveys
  NV Energy - St rat egic S ourci ng Progr am,
  I nvent ory Re duct io n
                                                           Strategic Sourcing and Supply Chain
  Pet rom – S u p p ly Ch ain Lea n Assessment /                   IT Infrastructure and Systems Outsourcing: Requirements Definition, Strategy, Tactical
  O pt imizat io n

  Duke Ener gy - Divest it ure Sup port ,                          Approaches, Transaction Management and Supplier Selection
  T ransact io n Mana gement , Co nt ract
  Negot i at io ns f or Syst ems and Net w ork
  I nf rast ruct ure
                                                                   Outsourcing Contracts: Due Diligence, Contract Negotiations, Dispute Resolution
  Arapah oe Co unt y Co - I T Assessment ,                         Outsourcing Contracts: Service Level and Pricing Negotiations
  Public W orks Assessme nt

  Denver W at er - W areho usin g                                  Sourcing Management: Strategy, Governance Process Design, Contract Management
  Assessment and St rat e gy

                                                                   e Procurement Solutions: Requirements, Software Selection and PMO
            NAICS Codes:
               5416 11
               5416 12
               5416 13
               6114 30



      WillowTree Advisors, LLC
 3773 Cherry Creek North Drive #575
          Denver, CO 80209


          Phone: 888.998.0008
           Fax: 888.233.1472
 e-mail: email@willowtreeadvisors.com
   web: www.willowtreeadvisors.com

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WTA Capabilities Brochure_012012

  • 1. CAGE Code: 5J3B0 Certifications / Licenses/ Registrations - Six Sigma and Lean certified DUNS: 830931510 personnel - Certified Woman Owned Business (WBENC) - Experienced with MBO, CPI, CMM, CMMI, ISO - GSA MOBIS Schedule Sin 874-1 874-6 and TQM Management Strategies - ITIL and PMI certified personnel - Certified Procurement Professionals (CPSM) Partners and Affiliates: Q uant umSix, I nc. Core Capabilities W oolpert , I nc. I nt erf acing T ech no log ies, I nc. Organizational Strategy and Effectiveness O pt iSource So lut io ns, LLC Leadership Process: Purpose, Vision and Values SigmaF lo w, I nc. Strategic Planning and Facilitation: Hoshin Technique Sample Projects: Transformation: Strategy, Program and Project Management, Hoshin Planning Parklan d Hosp it al Syst ems - I T Sourcin g St rat egy, T xn Mgmt Organization: Assessment, Design, Skills Assessment, Transformation CVS Pharmacy - Appl icat i on Requ ireme nt s, Sourcin g St rat egy, T xn Change Management: Communications, User Adoption for Technology Mgmt Color ado D NR - Eng ine erin g Assessment Training Development and Delivery: Leadership, Governance, Sourcing St at e of Colora do O I T - W AN Balanced Scorecard: Design, Development and Implementation Requ ireme nt s Acadia Ent erpris es - Product / Serv ice Process Improvement Initiatives Deliv ery Mode l Des ign W est ern Dispos al: Cust om er Service and Process Assessments and Reengineering: ITIL, Governance, Business Processes Market ing Ass essment / Process I mprovement Lean and Six Sigma: Continuous Improvement Initiatives Design, PMO, and Training, Kaizen Hein eken - ERP Sou rcin g St rat egy an d I mplement at ion Facilitation Ast ra Z eneca - Appl icat i on Port f ol io IT and Shared Services Strategy Analysis, So urcin g St rat egy, T xn Mgmt T at e& Lyle - SAP I mplement at ion Serv ice IT and Shared Services: Assessment, Strategy, Service Delivery Model, Comparative Analysis Provider S elect i on a nd Co nt ract Negot i at io ns, Cont ract Re neg ot iat i ons Application Portfolio: Assessment, Analysis, Rationalization and Outsourcing Strategy T at e& Lyle - Supp lier Ma nag ement O rganizat ion a nd Process D esi gn Applications and Systems Usability Analysis, Process Efficiency Ent ergy - Divest it ure Sup port , O perat io ns St art up, T ransact io n Mana gement Stakeholder Analysis: Voice of the Customer, Interviews, Focus Groups, Surveys NV Energy - St rat egic S ourci ng Progr am, I nvent ory Re duct io n Strategic Sourcing and Supply Chain Pet rom – S u p p ly Ch ain Lea n Assessment / IT Infrastructure and Systems Outsourcing: Requirements Definition, Strategy, Tactical O pt imizat io n Duke Ener gy - Divest it ure Sup port , Approaches, Transaction Management and Supplier Selection T ransact io n Mana gement , Co nt ract Negot i at io ns f or Syst ems and Net w ork I nf rast ruct ure Outsourcing Contracts: Due Diligence, Contract Negotiations, Dispute Resolution Arapah oe Co unt y Co - I T Assessment , Outsourcing Contracts: Service Level and Pricing Negotiations Public W orks Assessme nt Denver W at er - W areho usin g Sourcing Management: Strategy, Governance Process Design, Contract Management Assessment and St rat e gy e Procurement Solutions: Requirements, Software Selection and PMO NAICS Codes: 5416 11 5416 12 5416 13 6114 30 WillowTree Advisors, LLC 3773 Cherry Creek North Drive #575 Denver, CO 80209 Phone: 888.998.0008 Fax: 888.233.1472 e-mail: email@willowtreeadvisors.com web: www.willowtreeadvisors.com