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Strategic-Planning-Playbook-Cover_3D_2022
By Ellen Flaherty
Published July 15, 2022
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Catalant helps independent consultants and boutique consultancies gain access to clients they would typically have a hard time working with due to contracting and payment complexity. Catalant also shields consultants from lengthy client payment terms and coordinates payments to you.
When you partner with Catalant, you will be paid through the Expert Marketplace (not directly by the client). Catalant facilitates all approved payments to you across the projects that you win.
Once your proposal is accepted, you will create a submission schedule that lists the estimated dates on which you will submit invoices for your completed work or the time you worked. These invoices will be submitted for your client’s review and approval. Once the client approves your submission, it will be entered for processing to you. Payments are made under Catalant’s standard payment terms from the date of the client’s approval.
Once the client approves your submission, Catalant invoices the client. Your payment is tied to the date the client approves your submission, regardless of when Catalant is actually paid by the client. Catalant has an internal team dedicated to managing invoices and collecting payments so you can focus on what you do best.
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With talent demand planning, we work with your team to anticipate and address strategic talent needs so resourcing isn’t a bottleneck when new initiatives start or when a critical need arises. As an extension of your own team, Catalant will help you:
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A dedicated Catalant account team partners with strategic leadership at your organization to design and implement an agile consulting program that drives results. Your team consists of:
Account Executive: Your team’s lead, and your best friend. Keeps your organization aligned on goals and partners with leadership across the enterprise to anticipate and address talent needs through quarterly, bi-annual, or annual demand planning.
Program Manager: Your go-to partner for any new team member in your organization who needs to tap into the Catalant program. Gets your team up to speed with training, enablement, and change management resources and reports on program effectiveness.
Customer Success Manager: Your expert on working with Experts. Guides your team throughout every project process, including scoping work, sourcing Experts, and tracking milestones once work begins. Maintains close awareness of all Experts utilized across your organization.
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7 Month Engagement
Need:
An oil & gas technology consultancy needed an expert to analyze and present data from employee benchmarking surveys.
Outcome:
The expert created a workflow for cleaning, preparing, and analyzing survey data for the firm’s clients, and presented the results to leadership.
Lisa specializes in senior level insights support, with extensive experience programming and analyzing Qualtrics surveys and data for leaders across all industries.
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8 Week Engagement
Need:
A life sciences consulting firm needed a consultant to support a rapid business development & licensing assessment for a potential product.
Outcome:
The expert built a 10-year forecast model to examine revenue potential and created a presentation to provide to licensees.
Simon, a former BCG consultant, has strong experience in strategic planning and financial modeling for due diligence and M&A.
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3 Week Engagement
Need:
A mid-size consulting firm needed a generalist consultant to analyze a database of historical data and conduct executive interviews.
Outcome:
The expert wrote, coded, and launched an executive survey, and analyzed data for a readout to leadership.
Bhargav, a former Bain & Company consultant, has strong experience in private equity due diligence including customer interviews and survey analysis. integrations.
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7 Week Engagement
Need:
A private equity firm needed a consultant to conduct due diligence on a potential target in the wire and cable distribution space.
Outcome:
The expert analyzed the market dynamics including competitors, conducted 30 customer interviews to understand purchasing behavior in the space, and assessed purchasing criteria and customer perceptions for the space.
Gavin, previously a case team leader at Bain & Company, founded an independent consulting firm specializing in diligence work and has extensive experience in telecommunications.
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3 Week Engagement
Need:
A private equity firm needed an expert in manufacturing to go onsite at an industrial technology company and conduct diligence on operations.
Outcome:
The expert assessed the manufacturing capabilities of the target, including capacity and capacity limitation, quality processes, cost assessments, and analysis of investments and processes required for future growth.
Roy, CEO of a small consulting firm, has 20+ years of consulting experience concentrated in manufacturing and operational improvement.
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6 Month Engagement
Need:
A private equity firm needed a senior consultant in Los Angeles to support a post merger integration of a technology company.
Outcome:
The expert planned and launched an integration management program, identified and prioritized Day One requirements, and assisted the IMO in guiding implementation.
Jason formerly managed deal execution for clients at PwC, with experience working directly with integration leaders and the C suite across more than 20 merger integrations.
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CEO and Co-Founder
Pat Petitti is the co-founder and CEO of Catalant, which he started in 2013 as a class project at Harvard Business School and has since grown into the premier provider of agile consulting services to the Fortune 500. Petitti is also co-author of a book titled, Reimagining Work: Strategies to Disrupt Talent, Lead Change, and Win with a Flexible Workforce, which lays out a vision and path for a new relationship between global companies and talent. In 2016, he received an EY Entrepreneur of the Year Award for the New England region. Prior to co-founding Catalant, Petitti was a consultant at negotiation and conflict management consulting firm Vantage Partners, and before that at Booz Allen Hamilton. Petitti received his Bachelor of Science degree from the Massachusetts Institute of Technology and MBA from the Harvard Business School.
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SVP, Strategy & Operations
Andrea Black is the Senior Vice President, Strategy and Business Operations at Catalant. Andrea joined Catalant in 2015 and has held various leadership roles across the organization. In her current role, she oversees strategic planning and execution as well as business operations. In 2017, Andrea began to invest in Boston-based early stage startups and continues to offer her expertise and mentorships through her own network as well as NextGen Venture Partners and Wayfund. Prior to Catalant, Andrea was the Head of Marketing for one of Wayfair’s brands, Joss and Main. She also worked as an investment banker for Cowen & Company’s technology team and in Portfolio Management at Hall Capital Partners. Andrea holds a Bachelor of Arts degree from the University of Southern California and an MBA from The Tuck School of Business at Dartmouth.
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CTO
Louis Asber is the Chief Technology Officer at Catalant, where he leads the product, design, engineering, architecture, security, devOps, data and analytics, quality assurance, information technology, business systems and product operations teams. Prior to Catalant, Asber led the global technology and infrastructure, enterprise business systems, application security, and financial technology platform teams at TripAdvisor. Louis has more than 20 years of professional, results-oriented experience building software teams, concentrating in product development, web technology, and application architecture. He has strong experience in building high-performance teams, thought leadership in organizational strategy and execution, agile development, cloud computing, distributed architecture, leading M&A execution, consumer product development, technical project management, highly scalable services, and financial processing (PCI/NACHA). He graduated from Northeastern University with a Bachelor of Science degree in Computer Science and a Bachelor of Arts degree in Digital Graphics and Animation.
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CRO
Jake Simpson is the Chief Revenue Officer at Catalant, where he leads go-to-market, sales, customer experience and revenue operations. Prior to Catalant, Simpson held both COO and CRO roles in venture-based cyber security at iboss and Onapsis, respectively. An influential percentage of Simpson’s experience comes from pioneering software and services company PTC, where he spent 17 years in global leadership roles in sales and general management. Simpson holds a Bachelor of Science degree in Mechanical Engineering from the University of Massachusetts.
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Chief Legal Officer and Head of People
Victoria Elman is the Chief Legal Officer and Head of People at Catalant. Victoria manages the legal and compliance functions and acts as legal advisor to senior management and the board of directors on corporate governance, strategic transactions, commercial agreements, employment issues, intellectual property, and other corporate matters. Victoria also leads all things related to the employee experience, including talent acquisition, engagement, performance, growth and development, and total rewards. She also co-leads the Catalant women’s group and is active in diversity and inclusion initiatives at Catalant. Prior to Catalant, Victoria was General Counsel and led the People Operations Team at Humatics. Victoria started her legal career at Goodwin Procter, where she spent nine years as a partner in the Technology Companies group advising startup, scale-up, and later-stage technologies companies through their entire corporate lifecycle. Victoria earned her Bachelor of Arts degree from Columbia University in Political Science and International Relations, and her JD from the Cardozo School of Law at Yeshiva University.
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CFO
Bill Bing is the Chief Financial Officer at Catalant, where he leads strategic planning, capital management, budgets and forecasting, investor relations, fundraising, due diligence, audit, accounting, financial operations and collections. An early employee at five companies with more than $1 billion in total exits, Bill previously served as SVP of Finance at Humatics where he managed Finance, Facilities and IT, Manufacturing, and Marketing. Prior to that, Bill served as Head of Finance at TransLoc, which was acquired by Ford in January 2018. Before TransLoc, he held senior roles at DAS Communications (now Connectivity Wireless), Square 1 Bank (now PacWest Bank), and Upromise Investments (now Sallie Mae). Bill holds a Bachelor of Arts degree from Dartmouth College and studied Exponential Technologies at Singularity University’s Graduate Studies Program in 2010.
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SVP, Marketing
Vinda Souza is the Senior Vice President of Marketing at Catalant, where she manages branding, corporate messaging, thought leadership strategy, analyst and media relations, content marketing, customer marketing, demand generation, product marketing, events, and industry marketing. Prior to Catalant, Souza spent nine years at global recruiting software company Bullhorn leading global communications, content marketing, and industry thought leadership. She started her career in technology public relations at boutique PR agency fama PR, where she spent five years serving multinational brands across numerous sectors including information security, industrial design, and data management. In addition to her role at Catalant, Souza serves on the Leadership Board of the Beth Israel Deaconess Medical Center in Boston and on the Board of Directors of Seeding Labs. She received a Bachelor of Arts degree in English and French from Tufts University.
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