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Past Consulting Projects

Stone Brewing, Spring 2018

Stone Brewing required assistance in monitoring operational performance, financial performance, and customer satisfaction. The team collected and analyzed data from Stone’s retail and distribution channels, as well as administered a customer satisfaction survey. As a result, the team was able to provide relevant information and recommended action plans for the business.

Sony, Spring 2018

Sony wanted to conduct market research on brand awareness of Sony’s Digital Paper product line and to identify potential customer segments in the higher education sector. The team collected secondary research, interviews, nonparticipant observations, and surveys. It presented a comprehensive report to help Sony create a fully-integrated marketing campaign for the Digital Paper product line, which will target higher education consumers

The San Diego Business Journal, Spring 2018

and CSUSM partnered to conduct Business Confidence Indices for Craft Brewing, Tourism, and General Businesses in San Diego County. The Senior Experience team used targeted surveys to develop the Confidence Indices. The positive (and consistent) results were then published in the San Diego Business Journal in April 2018.

Callaway Golf, Spring 2018

Callaway Golf tasked the team with measuring the company’s overall collaboration within the IT department. Interviews were conducted with 5 department heads, which also led to the development of an employee survey. Using research results, the team provided recommendations for increasing efficiency in their department.

Skylift Global, Spring 2018

Skylift Global is a San Diego based startup creating a paradigm shift in firefighting logistics with heavy lift drones. The team developed a list of key stakeholders, a procurement strategy, and several cost models to quantify return on investment to itscustomers. The deliverables ultimately aided Skylift in securing a $150,000 investment.

Skylift Global team

Legoland, California, Spring 2018

LEGOLAND California Resort has been experiencing challenges with limited staff availability during Spring Break. To address this situation, the team conducted market research and put together a strategic recruiting plan. Based on the results of this research, the team recommended targeting college students and provided a plan to effectively reach this population.

Advanced Financial Company

The goal of this project was to identify and evaluate business opportunities for Advanced Financial Company in the Student Loan Services and Delinquency Collection segments. After conducting research, the results indicate that federal student loan collection business is attractive to Advanced Financial Company.

Brickman Group Ltd.

Brickman Group Ltd., a commercial landscaping firm,  asked the team to produce a clear and concise on-boarding manual for salaried and benefited new-hire employees to follow during their first 180 days of employment. The purpose of creating the manual was to alleviate the hiring managers from creating their own custom programs that tend to lack consistency and can be difficult to track. The on-boarding manual enables managers to review real-time status updates on the on-boarding employees.

California Coast Credit Union

The goal of this project was to increase California Coast Credit Union's "Generation Y" member base. The team performed competitive benchmarking of competitive programs, determined customer motivation to switch/join through surveys, and developed tactics to reach this demographic.

Datron World Communications - ERP

The team compiled a sample list from Datron’s total test equipment assets and distributed surveys for input. Recommendations were provided for developing a test equipment reservation system. This will keep asset management transparent among staff and reduce asset costs at Datron.

Flippin' Pizza

The team designed and developed a leadership training manual for Flippin’ Pizza. The purpose of the project was to incorporate leadership skills that are valued by Flippin’ Pizza to enhance their employees' skills and develop better leaders.

Harrah's Resort Southern California

Harrah’s Rincon Casino wanted to raise awareness of their rebranding to Harrah’s Resort Southern California. The team created a marketing plan that catered to a new target demographic and integrated social media sites and on-site communication tactics.

KBM Facility Solutions

KBM has experienced recent unexpected growth and commissioned a team to do an analysis and reassess costs. The team analyzed KBM's expenses for selling, general and administrative, and direct business units. The goal was to maximize cost savings and identify synergies for the company.

M.A.T. Parcel Express

M.A.T. Parcel Express requested an operational cost analysis to indicate areas of profitability and loss. The team utilized the traditional costing method to assess profitability by region and by truck. The final report recommended strategies for implementing an activity-based costing system that would provide a more accurate depiction of their cost structure.

National Pen Company

As National Pen’s major competitors have become more aggressive and successful in the online space, management sees an opportunity to enhance their social media presence.  With the support of Search Engine Optimization (SEO) efforts the team has developed a plan to drive qualified traffic to through social media sites such as Facebook, Twitter and LinkedIn to engage and attract prospective customers.

Sustainability & Utility Services

The Net Zero Energy Building Analysis examined the costs and benefits associated with the construction and operation of a net zero energy building at CSUSM.  The building would incorporate Passive House Design, solar panels, and other sustainable features to reach its goal of annual energy savings of 100%.  The first of its kind in the CSU, it would act as a demonstration building to showcase that sustainable living and working environments are inviting, unique, and economically feasible.

Switchfoot Bro-Am

This unique annual charitable event that incorporates surfing competitions, live concerts, and a number of youth and family oriented activities, has become one of the key community gatherings in San Diego County. The Senior Experience team developed an economic impact study of the event focusing on the City of Encinitas and San Diego County as a whole.


Team members conducted market research on Target's guest services and the benefits that they offer to their shoppers. The group identified meaningful, relevant solutions to increase Target REDcard applications.

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