Category: Presentations & White Papers

Though most of my reports and knowledge work are for private clients, here are some excerpts and samples that I can share with you.

29 Apr

Sociopolitical Factors in The Development & Renovation of Hydroelectric Plants

Hydroelectric energy has gone from being the epitome of renewable energy to having a somewhat tarnished reputation. This isn’t because there is anything wrong with the method of generating...

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20 Mar

Join me to discuss socio-political factors in the development and renovation of hydroelectric plants

Join me in my upcoming webinar to discuss hydroelectric power investment opportunities in Latin America.

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06 Jan

The Evolution of The North American Consumer – CX Outsourcers Mindshare

I gave this presentation at the 2018 CxOutsourcers Mindshare Group & Flagship Event in Las Vegas. What fundamental changes in the North American consumer are most important to the...

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06 Jan

How to Fight Fraud in Emerging Payment Methods Without Frustrating Your Customers

I was the chairman of IQPC's 2015 Payment Methods Latam Summit in Miami where I presented this workshop on How to Fight Fraud in Emerging Payment Methods Without Frustrating...

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06 Jan

Sample Site Selection Client Briefing: Colombia, Dominican Republic, Jamaica

This was a preliminary report I prepared in 2017 for a client to provide site selection decision support between Colombia, Jamaica & The Dominican Republic.

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06 Jan

Sample International Expansion Location Options Site Selection Report For Private Client Internal Use

This was a preliminary report I prepared in 2017 for a client to provide site selection decision support between Colombia, Jamaica & The Dominican Republic.

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06 Jan

Sample International Site Selection Report For Private Client Internal Use

In 2017 a client contracted with me to conduct confidential site selection research in Jamaica. I was to identify suitable potential BPO/shared services sites, and residences for key management.

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06 Jan

The Roles of Design, Creativity & Ownership in Creating The Customer Experience

I was keynote speaker at IQPC's 2015 Customer Experience Impact symposium in New Orleans, where I gave this presentation on customer experience beyond customer contact.

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06 Jan

Implementing Effective Platforms for New Payment Method Inclusion

I was the chairman of IQPC's 2015 Payment Methods Latam Summit in Miami where I presented this keynote session on Creating New Channels for Customer Attendance, and Implementing Effective...

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06 Jan

Research Report: Comparison of Investment Incentives, Mexico, Colombia, US Southern States

This is a report my team and I were commissioned to research and present comparing the corporate benefits and investment incentives offered by governments through their IPAs

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06 Jan

Shortlisting Your Biometrics Vendors

I was the conference chair and gave this presentation along with one other (Takeaways from Biometrics Implementation for Financial Services in Latin America) at the 2016 Biometrics in Banking...

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06 Jan

Takeaways from Biometrics Implementation for Financial Services In Latin America

I was the conference chair and gave this presentation along with one other (Shortlisting Your Vendors) at the 2016 Biometrics in Banking & Financial Services symposium in New York.

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05 Jan

Trinidad & Tobago Breaks Through Into Top Tier of Global Services Destinations

I prepared this special report for the Trinidad & Tobago International Financial Centre, Trinidad & Tobago's Investment Promotion Agency (IPA) for the financial sector.

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05 Jan

Short Term Threats & Opportunities In The Colombian Petroleum Sector

This is a session I researched, prepared & conducted in Spanish for the 2019 Colombia Oil & Gas Congress in Bogotá. The important industry event was attended by key...

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18 Oct

New 2019 Bahamas BPO Location Survey Report Now Available at No Charge

Almost all of us have seen the devastation caused by Hurricane Dorian in August 2019. Hurricane Dorian was the worst hurricane in the recorded history of The Bahamas. As...

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05 Jul

Capgemini: Business Process Transformation to Deliver World Class Outcomes

I was contracted to research and write this white paper for global BPO & consulting firm Capgemini.

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05 Jan

Mexico’s Innovative Hybrid Virtual Captive Business Model

This is a paper I wrote in 2014 for research firm Nearshore Americas discussing Mexico's innovative "Hybrid Virtual Captive" business model, instituted to attract Asian outsourcing firms to set...

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05 Jan

Latin America’s Role in Driving Americas-Centric Outsourcing & U.S. Competitiveness

This is a presentation I researched, prepared & gave in 2013 for Connecticut-based research firm Nearshore Americas at an IBM event covering recent political and market developments and their...

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