Metis Core Consulting Capabilities
18
Transcript of Metis Core Consulting Capabilities
Metis Core Consulting Capabilities
● Enterprise Infrastructure Planning via
outsourced CTO services, vendor
management, and legacy systems analysis.
● Executive Coaching and Support, including
pre-negotiations prep, conflict management,
and multi-stakeholder facilitation.
● Executive Ghostwriting and Presentations for
consistent delivery of demonstrable thought
leadership on social media channels, in
publications, in pitch decks, and for Board
reporting.
● Organizational Development beginning with
needs assessment, followed by goal structuring,
communications and onboarding training,
mentor development, and structural supports.
● Knowledge Management, Content
Development, and Training Systems for
employees, clients, and B2C training platforms.
● Social Entrepreneurship and DEI Advisory
Services backed by third-party audited
certification credentials.
Metis Core Technical Capabilities
● Integration Solutions for Web Applications,
CRM, ERP, and Legacy Systems, quickly
adapted for distributed and remote
environments
● Help Desk Solutions for rapid response,
cloud-based B2B and B2C, ready to deploy for
self-management or outsourced L2/L3 support
● Database scaling, performance tuning, and
security audits
● Bulk Email Applications to communicate
reliably with your customers and teams,
including Postfix and Exchange (Whitelisting,
Bounce Management, DKIM, SPF, virtual MTAs)
● Electronic Marketing to ensure business
continuity through targeted Market
Segmentation, Personalization, Message
Tracking/Reporting, Opt-In and Anti-Spam
Compliance
● Content Management Systems and Site
Builders with design-ready or custom
solutions in WordPress, Wix, and Duda
● Single Sign-On (SSO) integrations such as
OAuth, OpenID Connect, SAML, JWT
● Enterprise IT Strategy and Full Stack
Development, on-call with a fully remote,
U.S.-based technology team
Metis Technical Expertise
Scalable Support Workflows● Atlassian Jira Service Management with Confluence
Knowledge Base Integration● Trello
Database Architecture and Performance● Microsoft SQL Server
○ SSDT/SSIS; DBATools for PowerShell○ Microsoft Certified Database Administrator
● MySQL● SentryOne
Email Reputation and Deliverability● DomainKeys/DKIM
● Sender Policy Framework (SPF)● Postfix● Exchange● Virtual MTAs● Dedicated IPs● Whitelisting● CAN-SPAM/GDPR Compliance
Secure Systems and Compliance● SSO-OpenID Connect; OAuth; SAML; JWT● GDPR expertise for MarTech Compliance
Project Management & Business Intelligence● Atlassian Jira● BaseCamp● Mavenlink
Custom Training and Assessments● Teachable● Google Forms and SurveyMonkey Design & Integration
Custom Software Development and Integration● APIs
○ REST; GraphQL; Social Media APIs○ Vendor API Integrations in CRM and Travel
● Languages / Environments○ Web Frameworks: Bootstrap; Tailwind; Design Systems○ Java; .NET; Python; ColdFusion; Javascript: React; Node.js
● WordPress; Duda; Custom/Proprietary Site Builders
Listening and Understanding
● Do your tech providers really listen
to you?
● "Feeling heard" is the start; meeting
your underlying interests is Metis'
goal.
● Listening and navigating challenging
situations is central to our culture
and our operations.
Meet
Team Metis
Bridget Maloney, CAPMDirector of Information Technology
Nate Sceiford, MCSADatabase Architect
Sonja Rizzo, MBASenior Analyst
Eric WichSystems and Security Lead
Greg Parks, CAPMSenior Software Developer
Brock KronSenior Support Specialist
Alex EckardSoftware Developer
Erin McLane-GwinOperations Coordinator
Aimee KovalPresident, Co-FounderSenior Strategist
LocationRemote, New York
Publications● “Building Better Relationships Through Everyday Negotiations.”
Quarterly Journal of the American Management Association, Winter 2020.
● “Want to Attract Great Employees? Make Core Values Your Value Proposition.” Be the Change Magazine, March 2019.
● HR and JEDI Policy & Governance● Business Intelligence/Analytics● Educational/Business Publishing● Negotiation/Facilitation
● Travel & Tourism IT● Professional Service Firms● Public-Private Program
Advocacy & Collaboration
Key Performance Indicators
● Managed multiphase, multimillion-dollar enterprise IT program and project budgets, with year-over-year accuracy of 99.99%.
● Scaled outsourced enterprise IT team supporting multibillion-dollar client revenue growth through interest-based analysis, operational design, and execution.
● Led a multiyear initiative resulting in B Corp certification in 2017, adopted legal Public Benefit corporation status in 2018, and recertified in 2020 as a top-scoring “Best for the World” B Corp.
● Named an Enterprising Woman of the Year in 2019 by Enterprising Women magazine and recognized by the Women Presidents Organization in 2019 with their highest honor, the Mary Lehman MacLachlan Award.
● Guest lecturer on social entrepreneurship at the Newhouse School of Public Communications at Syracuse University and Menlo College.
Industry Sector/ Subject Matter Expertise
Education● State University of New York at Albany, BA-English● Harvard Program on Negotiation-Conflict Management, Advanced
Negotiations● Harvard Business School-Business Lifecycle Management, Leading
Professional Service Firms● MIT/Sloan School of Management-Leading Technical Professionals
and Organization, Neuroscience and Leadership● Cornell University-Data Visualization, Implementing Scientific
Decision-Making, and Predictive Analytics
Jim Jurista, MSCo-FounderChief Technology Officer
LocationRemote, New York
Education
● New Jersey Institute of Technology, MS-Computer Science
● State University of New York at Albany, BS-Computer Science
● MIT Sloan & MIT CSAIL-Artificial Intelligence: Implications for
Business Strategy
● Travel, including CRM & GDS● Customer Relationship
Management● Human Resources
and Benefits Intranets
● Financial Services IT Integration
● Enterprise IT Strategy and Architecture
● Database Management Systems
Key Performance Indicators
Client and Technology Management
● Scaled cornerstone client's technology solutions
supporting revenue growth from $200 million to $8 billion
over 18 years through enterprise architecture planning
and relentless attention to evolving client priorities.
Enterprise Technology Initiatives
● Daily data synchronization with 100+ Organizations.
● Intranet, database, email, and web solutions in use 24/7 by
500+ organizations, 7500+ authorized users, and more
than two million consumers.
● Server and network hosting and capacity planning.
Industry Sector/Subject Matter Expertise
Common Challenges
Custom Solutions
Challenge: Pivot from live training to asynchronous learning and support.
Solution: Create an online training, assessment, and support ecosystem.
Successful SolutionMetis designed and implemented a comprehensive integration platform that supports data flow as well as security, exception management, and documentation. Metis built and successfully maintains:
● Common synchronization services via a dedicated, scalable CRM data aggregation database;● APIs for participating organizations to use, including detailed documentation of REST
services using Swagger;
● Domain-driven services so all system access and updates follow common business rules;
● Dashboards for both administrative users and managers of participating organizations to
review status and resolve exceptions;
● Webhooks and callbacks to facilitate integration back to participant's originating CRMs.
● Usage analytics showing throughput, errors, and opportunities for new features.
● Enterprise Infrastructure● Software Architecture
● Security / Compliance● Custom API Development
● Database Planning and Optimization● Legacy Systems Integration
Challenge: Integrate Multiple CRMs with Legacy Marketing Platform
Solution: Create CRM Sync including Database, APIs, Dashboards
Participating independent organizations need to be able to synchronize their CRMs' data to a common source for use in clients' proprietary marketing platform.
Metis Expertise - Technical Consulting and Implementation
Successful SolutionMetis designed and delivered a system to aggregate and standardize pricing details for use by program administrators, front-line travel advisors, web applications, APIs, and messaging / PDF solutions. Metis built and successfully maintains:
● A database system optimized for building and quickly retrieving complex pricing details;
● Interfaces and transformations for 25 different cruise vendors for on-demand or scheduled
pricing details. Methods include SOAP with XML data, REST with JSON data, and FTP with
CSV/text data;
● A set of REST APIs allowing authorized advisor groups and partners to securely access
pricing data for use in their own applications and web sites;
● Integration of pricing data and services with clients' legacy applications.
● Use Case Analysis and Solution Design● Systems Analysis
● Software Development● Multi-Vendor API Integration
● Database Planning and Optimization● Legacy Systems Integration
Challenge: Aggregate and Standardize Complex Cruise Pricing Details
Solution: Create Multiple Price Point System
Client must provide accurate, standardized pricing from disparate source data, then allow users to customize how prices are displayed while adhering to complex business constraints.
Metis Expertise - Technical Consulting and Implementation
Partner Accelerator Alignment
Metis Diversity & Inclusion
Trust Profile
“We are best positioned to survive and ultimately thrive because of the incredible technology you have built alongside our team.”
Alex Sharpe—CEO, Signature Travel Networkon the Signature-Metis relationship during the Covid-19 crisis
“Your documentation was very thorough indeed...one of the most thorough I've seen.”
Jonathan Macedo—2020 B Corp Recertification Audit Lead, B Lab
More client, team, and community partner testimonials here.
Trust that is earned.
To learn more, check out our B Corp directory profile or visit our company website to learn more about Metis’ commitment to
ethical, audited, and transparent business practices.
ContactAimee Koval, [email protected] on LinkedIn
+315.420.0866
Jim Jurista, [email protected] on LinkedIn
+315.420.0436
