
Potential Scope
Market Evaluation | Product Mix/ Positioning | Go-To-Market/ Commercial |
Post-Merger Integration | Target Operating Model | Operating Footprint |
- Market research and business plan development for successful VC funding pitch deck
- Go-to-market strategy: market research, product features/ functionality, pricing, marketing materials, etc.
- Evaluation of online presence for consistency and effectiveness vs. online and brick & mortar competitors
- Post-merger organizational redesign, including role definitions, spans of control, & key customer/ supplier SLAs
- Evaluation of >20 global manufacturing sites to optimize operating footprint

Potential Scope
Predictive Analytics/ ML/ AI | Process Automation |
Data Architecture |
Online/ Channel Alignment |
IIoT |
- Coached the CEO/ executive team on Design Thinking & Service Design as key enablers for digital transformation
- Reduced daily planning time by 1.5 hours for 150 field sales associates via Salesforce platform redesign
- Established critical Product Management practices including Design Thinking, product roadmaps, business cases, user research, and prioritization with executive leadership
- Developed new B2B website improving sales funnel conversion by 13% with no staffing increases

Potential Scope
New Idea Development | Design Thinking | Prototyping/ Market Testing |
XaaS Business Models | Desirability-Viability-Feasibility | Prioritization & Release Planning |
- Implemented multi-platform product strategy for $20B line of business with 600+ associates; accountable for $9M product and technology budget with 6 Product Managers & 80+ engineers
- Set up new Product Management team with structure, ownership, roadmap development, and user research best practices; embedded key checks for product desirability, feasibility, and viability
- Redirected product development process leading to identification of joint-venture partners for $60 million, global, new product initiative

Potential Scope
Lean Six-Sigma | Supply Chain Management | Strategic Sourcing |
Metrics/ Dashboards | Business Process Redesign | Performance Management |
- $1.6 million saved in annual staffing costs through introduction of an end-to-end Sales & Operations Planning model and efficient employee scheduling
- Review & redesign of all business processes supporting Servicing, Collections, and Default operations
- Developed rigorous, well-grounded capacity models and processes allowing for a 40% reduction in operational headcount while improving Net Promoter Score (NPS)
- Led a design team of Sales, Marketing, and Operations Executives to develop an end-to-end customer ownership model that reduced application processing times by 15%
- 33%+ reduction in supply chain costs while training client team on strategic sourcing methodology

Potential Scope
User Research | Service Design | Customer Journey Mapping |
Front/ Back Office Alignment | Funnel Management |
- Developed a Customer Lifecycle management model and an end-to-end Customer Journey Map used to identify key customer pain points and areas of opportunity for future development
- Store Point-of-Sale Design: developed a retail store concept comprising equipment design, layout, and product mix that proved successful and was subsequently rolled out to entire 400+ store chain
- Designed an integrated approach to capture, analyze, and utilize Voice of Customer (VOC)

Potential Scope
Waterfall/ Agile/ Hybrid | Cost/ Schedule/ Resource | Stakeholder Engagement |
Change Management | Risk Management | Program Governance |
- Embedded Agile practices in the product manager team including Jira, Confluence, & 2-week sprints
- Set up an Operations Command Center focused on coordinating and allocating support resources, e.g. business analysts, data analysts, project managers, process managers, and IT
- Led a multi-function team to modify packaging specifications and introduce a quality control program to reduce production scrap and supplier rework by 20%

Vinay Agrawal
The Fountainhead Advisors LLC was founded by Vinay Agrawal. Vinay prides himself as a Generalist1. He has honed his skills across numerous industries (FMCG, retail, financial services, consulting, oil & gas), functions (strategy, product, engineering, operations, supply chain), and geographies (US, Canada, Europe).
Vinay holds a Bachelor of Science in Mechanical Engineering from the University of Illinois – Urbana/ Champaign, an MBA from London Business School with an emphasis on Strategy and Marketing, and a Lean Leader Certification (Six-Sigma Master Black Belt) from the Lean Enterprise Research Centre at Cardiff University.
Note: 1 - https://generalist-world.beehiiv.com/p/generalist-research-0d3d
“Generalists are expert learners, versatile problem solvers and big-picture thinkers who can effectively apply these strengths across varied fields and roles. They are skilled at spotting relevant patterns in complexity and are often empathetic and future-focused.”
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