Marketing Strategist

JOE ORLANDO

***** ******** **** • Grand Island, FL 32735 • 352-***-**** • rjy1th@r.postjobfree.com • Page 1 of 3

Strategic Senior Corporate Management Role.

PROFILE

Dynamic, results-focused professional with an extensive track record as an executive leader in global companies, including IBM, DEC; Motorola Corporation, and PricewaterhouseCoopers, as well as in small to medium-sized businesses. Experience as a transformational change agent and program leader with experience setting up and leading several Program Management Offices (PMO). Wall Street trained investment banker turned operational program/project manager to address merger and acquisition transaction; disposals, joint ventures and collaborative development alliances. Strategic leader with achievements in Telecommunications; Information Technologies; Retail and HealthCare. Successfully maintained P&L responsibility for over $300M in revenue and functioned as the SME regarding a number of strategic initiatives. Published author and speaker on current/future trends in technology and market segment drivers; frequently invited to deliver presentations at industry and media events/forums.

KEY CONTRIBUTIONS

• Engaged by Private Equity firm to lead the commercialization of innovative appliance for Electronic Content Management (ECM), Digital Rights Management (DRM), Data Loss/Leakage Prevention (DLP), content authenticity and security. Combining two separate enterprises and technologies, one from America and one in Saudi Arabia to establish a commercially viable offer. Led the entire transaction from Due Diligence to work flow mapping, ID process overlap, establish working collaborative development models and set resource gap analysis going forward. Board Advisor and in an active role in branding and marketing; alliances with Microsoft SharePoint team and others. Security Software

• Established the vision and steps to transform a hardware distributor into a global ePOS contender against IBM, NCR, HP and Dell and others adding professional services and Saas based applications. After establishing the end goal vision, coached the establishment of acquisition targets to capture needed Intellectual Property, introduced the potential transaction to all players; established DD libraries; integration plans and potential pitfalls and drove the expected efficiencies from onboarding and redundancy programs.. Provided focal point for Private Equity investors, potential trade buyers, potential M&A activity, and relevant media/analysts following the transactions. Responsible for communications (internal and external); planning and progress; setting up new processes and retiring those that no longer fit the needs of the “enhanced” business. Retail

• Played a key role in leading PricewaterhouseCoopers’ new strategic markets and technologies centre to generate direct and indirect engagement revenues of £10M in the first year of operation and recover start-up investments in three years. Actively contributing to Corporate Finance and Transactions Services practices, involved in the life cycle of portfolio M&A, disposals, restructuring, turnaround and IP licensing. Provided “World Class” best practices for off shoring, outsourcing, creating value from spinoffs and MBOs. Clients include C&W, Colt, SwissCom; Siemens; London Playout Center; BT; Orange; APAX; 3i; Doughty Hansen; WestLB and others. Led the restructure of Marconi for bank led clients. Advisory

• Instrumental in revitalizing an underperforming energy systems group for Motorola Corporation that had fallen from $1B to $600M, restoring it to $800M in 18 months through new relationships, products, and acquisitions. At a Corporate level, evaluated and restructured all business unit investments into a consolidated investment fund – disposing of acquisitions that were no longer a strategic fit and launching revenue generating IP licensing programs. Telecommunications

• Pivotal role in establishing IBM’s ViaVoice. Made the cover of Business Week and became the de facto standard for desktop speech software in the industry. Today, the recognized leader in embedded voice recognition. Shrink-wrapped software AREAS OF EXPERTISE

 Trusted Advisor

 Strategic Planning

 Due Diligence

 Program & Project Management

 Change Management

 Business Transformation & Restructuring

 Process Reengineering

 Cradle-to-Grave Product Development

 Competitive Positioning

 Contract Negotiations

 Collaborative Development & Alliance Programs

 End to End M&A Leadership

 Joint Ventures, Start-Ups & Spin-Offs; MBO

 Marketing, Channel, Licensing & IP Strategies

 Outsourcing & Off shoring

 Emerging Technologies

 Software Development & Management

 Media, Analyst & Investor Relations

 Event Planning & Promotions

 Advertising & Marketing

 Corporate Communications

 Member Association for Corporate Growth (ACG)

JOE ORLANDO

352-***-**** • rjy1th@r.postjobfree.com • Page 2 of 3

Interim Chief Marketing Officer/Outside Board Member, DIGIPOS SYSTEMS LLC, Dummer, UK 2004-Present

As an active member of the Leadership Team, drove this global retail systems designer and manufacturer to expanding into a globally competitive player in Tier 1, 2, and 3 retailers against IBM, Wincor Nixdorf, HP, and Dell. Developed, communicated, executed, and measured long-term corporate strategy and channel strategies. Administered partnerships with Epson and Microsoft. Designed effective group structures. Managed the product lifecycle as well as product portfolio development. Established effective alliances and joint ventures; led strategic acquisitions and take responsibility for industry, media, and analyst relationships. Publish thought leadership on the company’s behalf.

• Completed a due diligence engagement for a private equity firm, reporting observations on innovative strategy and portfolio management that led the investor to require placement on the board of directors.

• Leading the Microsoft relationship that made DigiPoS one of only three POS manufacturers being used to launch Microsoft’s MSPOS application in the US. Developing with ePOS application for Saas deployment.

• DigiPoS is the Winner of Microsoft Innovative product of the Year Award and Retail’s Vendor of the Year Award and RIS Magazine’s Top award for Leader Board Rankings for POS vendors.

Senior Director of Strategic Markets & Technologies, PRICEWATERHOUSECOOPERS, London, UK 2000-2004

Established new strategic markets and a technologies center. Headed corporate differentiation initiatives following the sale of PwC’s consulting arm to IBM. Delivered industry, marketing, program/project management and technology advisory services, including MBOs that lead to value creating spinoffs; outsourcing non core functions and effective ways to establish the “carve out;” lead project and programs to execute smooth separations, integrations and even seize BPR opportunities. From talent management, assessment and communication plans to training, implementation of new tools and establishing ancillary benefits (SOX,ISO certifications, for example) we provided virtual team expertise to actively take responsibility for project outcomes. product development, marketing, global branding, new market penetration, and partner/channel targeting, to private equity Provided best practices and thought leadership regarding strategy, product integration, re-branding/remessaging, market development/expansion, ODM/OEM offshoring, channel development, product localization, and acquisition integration, including governance and integrated product portfolio management. Provided Due Diligence; Strategy Review; Commercialization Assessments; Restructure Strategies and alternatives to governance; branding and transformations.

• Spearheaded necessary audit process improvements in response to Sarbanes-Oxley mandates, including instituting an empowered program management office (PMO) to control risk matrices and documenting, remediating, and testing new controls/procedures.

• Led technology, market, and strategy reviews and conducted due diligence for acquisitions by global enterprises and private equity firms, including Soros (EutelSat), 3i (London Playout Center), APAX, Barclays Private Equity, and WestLB. Restructuring exercises for Colt, Cable & Wireless, Marconi, Siemens Network Services and more.

• Won a strategic engagement over top consulting firms to head Hitachi’s plan to establish a European presence; led local market entry and conducted due diligence for product portfolios, strategic acquisitions (including governance issues), assimilation, and localized branding.

Director of Strategic Marketing, MOTOROLA CORPORATION, Schaumburg, IL 1998-2000

As principal advisor, drove strategies for new market entry, “off shoring”, strategic alliances, channels, and e-business. Partnered with R&D across the enterprise for IP development. Planned and led business transformation initiatives that led to ISO 9001 certification. Led consolidation of corporate wide investment and acquisitions into a better managed fund. Coordinated branding and turnaround efforts. Established integration, resource planning and business case requirements to access investment funds by the business units.

• Championed white space strategies that resulted in investments in new products and broadband ventures, provided due diligence for investments, and established offshore ODM/OEM relationships and cooperative development programs.

• Spearheaded the development of new business modeling, collaborative engineering initiatives, and investment funds and created a revenue-generating IP portfolio via license agreements.

Director of Global Marketing, Global Services-Speech Recognition, IBM, White Plains, NY 1996-1998

After a year as a Senior Director Management Consulting, and after successful engagements with PMOs at Motorola, American Express, and other top IBM clients, assigned to the speech business unit to orchestrate the global establishment of IBM’s speech recognition brand, ViaVoice.

JOE ORLANDO

352-***-**** • rjy1th@r.postjobfree.com • Page 3 of 3

Director of Global Marketing, Global Services-Speech Recognition, IBM, White Plains, NY (Continued) 1996-1998

• Led product requirements/development, customer support, and channel sales (retail by geography, region, and account managers) and was successful in creating and positioning the speech recognition category on retailer shelves.

• Served as a senior consultant and rainmaker for IBM Management Consulting; led the PMO at American Express and provided thought leadership. Provided IBM’s largest accounts (GM, American Express, and Motorola) with vision, insight, and strategic direction in leveraging technologies and applying tools in world-class acquisition integration; product development and best in class processes.

• Specialized in data warehouse best practices/architectures and business intelligence; functioned as the practice lead for IBM’s CRM product (Target) and later as the subject matter expert for Siebel CRM inside IBM Management Consulting.

Chief Executive Officer, PERPETUAL PROCESSING INC., Orlando, FL 1993-1996

Founded this company as a Digital Equipment Corporation VAR of fault tolerant computing and provider of active consulting services, emphasizing strategic directions and marketing strategies, for such clients as American Express, Merck, Pfizer, BestBuy Online, ToysRUs, Mayo Foundation, NYNEX, PacBell, NatWest Bank, State of New York, and Sprint.

• As lead advisor, headed an initiative for the governor of Texas to privatize an entire state agency at a value of $3.B over the contract term; led the development of electronic benefit transfer in New York and Texas.

• Leading the growth and establishment of a client side procurement advisory firm.

Director of Mission Critical Systems, DIGITAL EQUIPMENT CORPORATION, Marlboro, MA 1987-1993

Developed the strategy for and established vertical solutions (hardware, software, networking, services, and applications) for mission-critical environments based on distributed client/server technologies.

• Led the team to achieve over 65% of revenues via direct sales and partner development. Led consulting services group.

• Spearheaded the desktop initiative to reopen retail presence for OEM products through the company’s relationship with RadioShack; delivered competitive products in less than four months.

Chief Executive Officer, TRITON HOLDINGS, Orlando, FL Prior-1987

Wall Street trained, Merrill Lynch Investment Banker. Later, established a complete financial services company with trades cleared through a NYSE firm. Built a network of three branch offices and 36 brokers providing strategic business planning, due diligence; transaction structure and transaction services to firms worldwide. Worked closely with venture capital firms; “angels,” private equity funds and hedge funds to establish opportunities with solid IRR and ROI. Aided Acacia Mutual Life and Manufacturer’s Life in rolling out financial services across the top 10% of their representative base, over 750, fully licensed and with access to broker-dealer product and funds.

• Led IPOs for 18 companies, including Lojack, Memtek, and Piezo Electric Power, totaling over $100M and over $60M of private placement fundings through syndication.

• Led acquisition efforts for Nautilus Fitness Equipment that required first finding homes for 83 African elephants and a Loland Gorilla.

• Headed the acquisition/funding of four Digital Equipment Corporation spin-offs.

• Merrill Lynch & Co. Investment Banker – 1979 – Left in 1982 to open own Broker/Dealer that was later sold to Bank America

EDUCATION

Harvard University: M.B.A. Courses in Global Productization, Global Marketing, Strategy Development, Product Marketing, Innovation, and Entrepreneurship

Sloan School of Business: M.B.A. Courses in Developing Effective Change, Globalization, and Engineering Winning Teams

Stetson University: B.A. in Business Administration, with a focus on Computer Sciences and International Business

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