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Manager Engineer

Bloomington, Indiana, United States
February 03, 2018

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Merrill James Allen, Jr., BA, MBA, Ph.D., CPG

**** ******* ***** ****: 812-***-****

Bloomington, Indiana 47401 Professional Email: Global Executive Supply Chain Leader in Lean Cultural Transformation and advanced Continuous Improvement and Customer Satisfaction measures. Responsible P&L team leader and executive expert in Strategic Planning, Mass Customization, WIP Inventory, Teamwork and Human Resources, as well as advanced Quality Control measures in Lean business and manufacturing process and team training. Innovator and inventor of financial diagnostic lean assessment and parametric feature based modeling tools to assist in Lean transformation. EDUCATION

1966-1971 Bachelor of Arts, Geology, Indiana University School of Geology, 1997-1999 Masters, Business Administration, Indiana Wesleyan University (GPA: 4.0) 1995-2000 American Purchasing Institution - 15 Advanced Purchasing Manager CE Credits Connecticut Quality Council - APQP certification, including QS9000 and 6-sigma study, Including, sourcing decision strategies, and cost and price analysis 2003 - 2009 Ph.D. Finance, School of Management, College of Management & Technology, Walden University Dissertation – A model for empirical Lean transformation. EXPERIENCE

July 2014 - Current: Adjunct Online Faculty - Logistics and Supply Chain Management, Business Administration and Business Law, Ivy Tech Community College, Bloomington, Indiana campus. January 1, 2011 – Current: President & Founder Lean Diagnostics Institute. Client incremental metric annual improvements based on proven minimum value propositions:

• Influential Lean events yielding 23% proportional improvement in ROI through effective strategic planning and 65% decrease in total current assets

• Leader of Mass Customization events achieving 18% improvement in proportional Net Profit Margin and 5% decrease in Cost of Goods Sold.

• Established value propositions through control of Inventory and WIP showing 3% improvement in proportional EBIT and 15% decrease in Inventory dollars.

• Routinely directed 6X improvement in Inventory Turns based on internal teamwork and human resource initiatives.

• A notable project: Introduced proven Lean initiatives and SMITH CQ sequencing to improve $5.9M P&L by an additional $1.5M ROI at major central Texas hospital and healthcare facility. Coincident 2008, 2009, and 2010 Guest Speaker engagements at IU Kelly School of Business: courses P431 Logistics & Distribution and P320 Sourcing & Purchasing. Topics included:

• Lean implementation,

• Financial modeling for lean transformation,

• Lean logistics and distribution,

• Lean games and simulations, and

• Lean for the Procurement Professional.

October 16, 2006 – January 1, 2011: Sr. Manager, Strategic Relations Pratt & Whitney Aircraft (P&W) Certified Lean Master (equivalent to 6σ Dai Sensei) and manager P&W strategic supplier relations for the U.S. Midwest region. Responsible at this UTC business unit for:

• Multi-plant supplier relations (3,000 member supply base) based on partnering to improve supplier quality (0 dppm and 0 escapes), ontime delivery (100%), and leadtime reductions (62% typical).

• Conducted training in safety first, enhanced productivity, supply management, procurement and kaizen continuous business and operations improvement initiatives (Lean/Six Sigma/Shingi Jitsu, ACE, etc.).

• Trained in Shanin RedX problem solving and Goldratt TOC continuous improvement methodologies as well as TPS.


Approved by UTC in multinational and domestic roles as principle team leader, key mentor to executives, contract administrators and lean trainees, instructor, facilitator, and implementation expert in the following areas:

• Tracked, measured and executive reporting of actual performance metrics as well as P&L improvements at individual suppliers from Lean business and operational transformation,

• Mixed model value streams, shared resources, finished goods strategies, general and applied mixed model value stream mapping (VSM) to assure the flow of value,

• Business process VSM, value chain management, value chain logistics,

• Financial implications of Lean transformation, financial and lean diagnostics, topical comparative analysis of technical and professional standards, and cost of poor quality metrics,

• Process certification, failure mode effects analysis, statistical process control, gage repeatability and reproducibility, geometric dimensioning and tolerance techniques,

• DIVE instructor, Open Ratings Inc. Lean assessment training (82% confidence level), quality control process clinics, total predictive maintenance, relentless root cause analysis, mistake proofing, 5S training, process mapping and cellular design, setup reduction, production preparation process, theory of constraints, fearless follow-up, and success in Lean implementation. Some research, awards and recognition:

• Pratt & Whitney Human Resource Eagle Award 2010

• Nomination – United Technologies Corp. Minority Business Program Supplier Advocate of the Year 2010

• Pratt & Whitney Human Resource Appreciation Award 2009

• Conducted groundbreaking and peer reviewed statistical research of 780 domestic and foreign companies and their Lean transformation journeys to determine best practice for lean initiative sequencing. (SMITH CQ by 2009)

• Received Ph.D. Finance, School of Management, College of Management & Technology, Walden University 2009

• Pratt & Whitney Small Business Advocate of the Year Award 2008

• Supplier Advocate of the Year, Pratt & Whitney Minority Business Program 2007 May 2000 – October 15, 2006: Manager, Supplier Development, UTC Headquarters at Hartford CT Coordinated, and led, global implementation of Lean principles across all UTC business units and their respective supply bases. Global subject matter expert for:

• Lean and Six-sigma, including 5S, standard work, visual controls, business and production VSM, Kaizen events and process certification as well as relentless RCA and TPM,

• Conducted Lean enterprise development, lean assessment and training in 3P, mixed model and shared resource value chain environments, including

• Commercial and aerospace quality systems and clinics, as well as cross-functional collaboration with design and production engineering and the promulgation and instruction of

• The flow of value in “custom” job shops.

Responsible for management of aerospace and commercial supplier development per UTC HQ Hoshin roadmap in coordination and reportage to these executive teams:

• Pratt & Whitney,

• Hamilton Sundstrand,

• Sikorsky Aircraft,

• Otis Elevator,

• Carrier,

• UTC Power, and their respective business unit locations. Served as UTC corporate liaison for:

• The Center for Advanced Purchasing Studies (CAPS),

• Supplier Excellence Alliance (SEA), and the

• Corporate Executive Procurement Strategy Council. 3

April 1995-May 2000: Manager, Supplier Development, Otis Elevator Company – North American Area (NAA)

• Promoted preferred supplier and long-term agreement programs at Otis fostering partnership and early involvement of suppliers in the design and development process.

• Introduced creative thinking processes to the supply base such as the idea to never allow yourself to solve current problems solely based on similar past problems, never give up, do not fear to create novel combinations while seeking solutions, and how to learn to tolerate ambivalence between incompatibles, think metaphorically, find accidental insights, use failure to your advantage and finally learn to think visually.

• Conducted over 120 enterprise wide quality-system training sessions for Otis Elevator NAA.

• Provided training in UTC business appraisal, and advanced financial diagnostic analysis for over 315 Otis/UTC employees and key supplier personnel worldwide.

• Honored author of award winning Otis “Supplier Welcome Book” (1996, Purchasing Magazine)

• Received 5 Extra Mile Awards for development and successful deployment of new and innovative continuous improvement initiatives in Lean and supply chain management.

• First to lead and introduce UTC ACE Operating System to the Otis Supply Base.

• Received Masters, Business Administration, Indiana Wesleyan University (GPA: 4.0, 1999) 1985-1995: Allen & Associates, Inc. Bloomington, Indiana P&L responsibility, CEO, Senior Partner: Construction Mgmt. and Contract Admin. Consultancy.

• Held all Tax Abatement contract work in Monroe County for pre-engineered steel building construction in 1994 and 1995.

1978-1985: Sanders / Midwest Mechanical Kansas City, Mo. Contract Administrator, Construction Manager

• Onsite Contract Administration of over $60M P&L responsibility in Heavy Mechanical work.

• $22M VA Hospital mechanical prime, $1.18M under budget and 6 months ahead of schedule. 1977-1978: Public Service Company of Oklahoma’ Sheridan, Wyoming Mining Engineer, Chief Geologist

• Opened the worlds first total haul back, multiple seam, open pit coal mine (Ash Creek Mining) 1976-1977: Gates Engineering Company Golden, Colorado Mining Engineer, Exploration Geologist

• Designed the worlds first total haul back, multiple seam, open pit coal mine (PSO Mine #1) 1974-1976: Great Northern Nekoosa, Brilliant Coal Co. Jasper, Alabama Chief Geologist, Mining Engineer

• Added 19,000 acres of wholly owned underground coal reserves and doubled the surface reserves under option.

• Received certification as Indiana Professional Geologist (1974). IPG#1240 1970-1974: Robert L. Buford, Registered Land Surveyors Platte City, Missouri Field Engineer, Professional Draftsman

• Learned the craft and trade of Professional Land Surveying.

• Received Bachelor of Arts, Geology, Indiana University School of Geology (1971) REFERENCES Upon Request

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