Brian Shin

Examples of Recent Engagements

Executive Summary

Astute and result-oriented IT professional with 18 years of
software development experience, consulting, and IT
management.

Effective and highly motivated team leader, with high level
of dependability.

Areas of focus include: mobile, financial services, insurance,
energy, retail, entertainment, manufacturing, publishing,
service, automobile, and software.

Expertise in mobile development and digital solutions

Relevant Expertise
§

Manage complex and deadline critical projects

Business and technology transformation

Enterprise and Solution architecture

IT Strategy & Transformation

Business Process Improvement

Software development; emphasis on mobile (iPhone).

Education
§

BS Finance, California State University, Northridge 1995

For a $30B independent domestic upstream oil producer,
developed mobile strategy to support their long term
drilling program. Conducted technology assessments and
field user research to assess organizational readiness and
opportunities for mobility to build a strategy for the next 3
years that increased efficiencies in the field.

For an international toy company, identified features and
functions for a MVP B2B ecommerce site that replaces an
aging and broken B2B ecommerce site. Evaluated user
feedback from existing site and coordinated with client IT
staff to build the MVP requirements, budget, platform
requirements, and team size necessary to build the MVP.

For a $3B privately held family investment company
seeking to evaluate strategic options for one of their
technology companies, evaluated the technology behind
their product offerings and built an architecture diagram
and cost to replicate. Built an assessment of competitive
threats by market player. Interviewed staff across
companies to identify capabilities and uncover areas of
opportunity between companies.

For a captive motorcycle financing company, developed
mobile prototype application to illustrate their digital
consumer engagement strategy. The prototype showcased
the strategy to increase revenue, , drive on-time

payment, and improve customer retention. Performed
field research and hosted an immersion session that
identified key features needed to develop their
product roadmap. Defined product roadmap linked to
features and products and the technology required to
enable them. Developed technology benchmark and
identified the gaps in technology necessary to deliver
those features.

For a leading pharmacy in Mexico, seeking to
extend their ecommerce capabilities, extended
features and functionality of their existing site as
well as an update to the sites user interface.
Developed IT strategy that integrates the
ecommerce platform into existing infrastructure.

For a leading domestic leisure park operator,
developed a suite of enterprise mobile POS apps to
manage spikes in demands for ticketing, concessions,
gift shop, and parking. Built server and server apps to
integrate mobile POS with enterprise park
management system.

Chief Solutions Architect

Strategy& Digital Services

Los Angeles

Automotive Captive Finance - USA
Digital Consumer Engagement Strategy

To reimagine consumer engagement and
understand what it takes to become a digital-first
organization.

Client business challenge

Recognizing that they were lagging behind other financial
service industry offerings, the client asked PWC and
Strategy& help them

craft the future of consumer

engagement and understand the gap between today’s
capabilities and necessary capabilities for the future. The
client had three clear objectives they wanted to meet via the
digital strategy – acquire new customers, increase
retention, and reduce costs across loan origination and
servicing.

Strategy&’s Digital Services

We facilliated an Immersion Session that focused on key
insights from persona research, learnings from a
competitor benchmarking study, and implications of
evolving consumer tech trends to brainstorm potential
ways the client could value to customers across the life of a
loan.

Ideas were prioritizated and bundled together as product
themes. Strategy& then conducted an in-depth baselining
and gap analysis on the client’s currently capabilties and
the capabilities / op model needed in the future to support
the roll out of the prioritized feature sets. Strategy& made
clear

recommendations

the

client

regarding

prioritization of these investments and the expected ROI
the client could realize.

Client impact

The client was provided with a clear understanding of their
future digital consumer engagement strategy and how to
execute it.

They were also given a prototype of the

experience to socialize within their organization and the
parent company, OEM.

We enabled a next-gen customer experience for the client and detailed the roadmap of how to get there.

Project Information

Client Industry: EPS

Project Type: Strategy / Product
Management

Region: US

Year: 2014

Contact: Mike Cooke, Kumar Krishnamurty

OIC: Mike Cooke

Financial Holding Company - USA
Technology Due Diligence of Portfolio Company

We helped the client determine the future of its portfolio company and understand the IP it was giving up in the transaction

Strategy& was asked to perform a due
diligence on a portfolio company to determine
the defensibility of its IP vs. broadly available
market alternatives

Client business challenge

•

Client was seeking refinancing for one of its
portfolio companies

•

Client needed to better understand the technology
IP of its portfolio company as well as the
applicability of that IP to its entire portfolio

Strategy&’s Digital Services solution

•

Assessed the internal client capabilities as well as
the strength of the underlying IP

•

Assessed each offering against market offerings and
their fit within the broader family office portfolio

•

Performed an architectural assessment to determine
what types of product ecosystems that technology
could support (proprietary vs. closed vs. open)

•

Strategy& leveraged its capabilities within human
centered design and traditional digital services to
develop a robust understanding of both the product
and the platform ecosystem

Client impact

•

Developed a roadmap for the core technology of the
portfolio company and how that could be utilized
within the boarder portfolio

•

Assessed the trade-offs between using internally
sourced IP vs. licensing broader market IP

•

Determined that the company could be sold without
any detrimental impact to the remainder of its
portfolio

Project Information

Client Industry: EPS

Project Type: Strategy / Transformation

Region: US

Year: 2014

Contact: John Souther

OIC: Mike Cooke

Large Domestic Independent Oil and Natural Gas – USA
Mobile Strategy

We helped the client develop a set of a roadmaps and technology to enable mobility throughout their organization

PwC Strategy& was asked to develop a mobile
strategy to support rapid company growth
and aggressive drilling plan

Client business challenge

Recognizing that they were lagging behind other oil and
gas industry offerings, the client asked PWC and
Strategy& help them craft a mobility strategy to support
their growth and drilling operations. The client had an
aggressive 10 year drilling plan and sought a mobil
strategy to improve efficiencies throughout the
company, become a proactive organization, and have
mobility at the center of each new application built.

Strategy&’s Digital Services solution

•

Assessed the internal client capabilities and current
infrastructure

•

Defined mobility path

•

New team structure to support mobility

•

Operating model and governance

Client impact

•

Developed a detailed 3 year product roadmap (over
100 apps) that included phasing and launch for each

product

•

Managed team build their first internal mobile app
and deploy to employees within 3 months

•

Defined detailed Bring Your Own Device (BYOD)
policy

•

Built

framework

for

mobile

application

development to determine whether the client should
build or buy an app.

•

Updated the client’s device security policy to
strengthen security but also balance the needs of the
user.

•

Integrated a new mobile app with an aging back end
in way that the client never envisioned before.

Project Information

Client Industry: Oil and Gas

Project Type: Strategy

Region: US

Year: 2014

Contact: Brian Shin

OIC: Hemant Ramachandra

Retail Pharmacy – Mexico City
Digital Strategy Phase 1 & 2

We developed a MVP e-commerce platform, leveraging existing infrastructure and operations to prove a longer-term investment
roadmap and expansion plan through digital with a clear strategy for e-commerce growth.

To develop an e-commerce platform strategy
for growth through digital expansion for a
Mexico City-based pharmacy retailer.

Client business challenge

As an established leader in the pharmacy retail space in
Mexico City, our client needed a game plan to test the
viability of e-commerce in its home market as global
retailers began to step into the market and train
consumers in online purchasing. Because of the proven
success of the company built on brick and mortar
growth, the company treaded carefully with digital
expansion.

Execution of this digital business

expansion plan had to properly represent the brand’s
premium market position and not risk alienating its
core brick and mortar clientele.

Strategy&’s Digital Services solution

Developed a comprehensive 3-year product roadmap
for this Mexico-based retailer that commenced with a
Minimum Viable Product (MVP) that leveraged existing
operational infrastructure and capabilities to prove the
viability of e-commerce in this market with its core

brand consumers. We leveraged our multi-disciplinary
expertise across strategy, technology and design to
design, develop, and launch a solution that accounts for
local market and consumer trends as well as leading
edge trends and best practices beyond the local market
to ensure the foundation of the product and design are
robust, scalable, and leading edge. The design and
product platform are supported by a strategic roadmap
and operating model for the client to successfully
operate and extend for long term value and success.

Client impact

The MVP was developed and launched in market within
5 months and generated about $1.5M MEX and 20k
users without dedicated promotion spend.

Project Information

Client Industry: C&R

Project Type: Strategy / Product
Management

Region: Mexico

Year: 2013

Contact: Carrie Ko

OIC: Juan Valero

Retail Pharmacy – Mexico City
Digital Strategy Phase 2 Extension

Mined insights from the MVP to understand performance and viability of the business model; refreshed the product roadmap based on key
learnings; generated immediate impact test-and-learn product enhancements.

To conduct a pulse check on the performance of
the e-commerce MVP platform, execute on a
short list of site enhancements, and refresh the
product roadmap based on key performance
indicators and insights.

Client business challenge

With the MVP e-commerce platform in market and
operating for a few months, the client needed a clear
picture of the site’s performance relative to in- and out-
of-market benchmarks, as well as the right set of next
steps for the business in its digital investment plan.

Strategy&’s Digital Services solution

Using website site traffic and analytics, sales and
revenue performance, purchase patterns, user adoption,
and consumer feedback, we developed insights on the
performance of the site since inception – what worked
well and where to pivot. These insights helped inform a
refresh to the product roadmap to reflect key learnings
gained. In parallel, a short list of enhancements were
specked, developed, and launched to address some
critical updates.

Our analysis combined with consumer feedback
captured through user testing during the pilot period
were critical to enabling test-and-learn benefits of agile
methodology to drive success. One major enhancement
made on this 5-week phase was a redesign of the
primary navigation menu that helped ease users’ ability
for to find products and interact with different parts of
the site.

Client impact

The MVP proved the viability of the e-commerce
business model against site traffic and performance
metrics against comparable benchmarks. Additionally,
for the first 3 days immediately following the launch of
the navigation redesign, daily order volume tripled
against pre-launch daily averages.

Project Information

Client Industry: C&R

Project Type: Strategy / Product
Management

Region: Mexico

Year: 2014

Contact: Carrie Ko

OIC: Juan Valero

Global Products Manufacturer and Leader in Product Innovation –
eCommerce and Channel Partner of the Future

We helped the client develop a set of a roadmap and technology stack to enable digital commerce

Assessed emerging trends in the digital
marketplace to determine best practices for
manufacturers and establish an eCommerce
roadmap with a corresponding technology
stack build

Client business challenge

Client had a new formed digital center of excellent
which was trying to understand the various needs of
both diverse product groups and geographies. Client
had limited exposure to eCommerce and was seeking to
mature its capabilities to enable it to better serve the
market

Strategy&’s Digital Services solution

•

Defined pillars for a direct consumer engagement
and channel-owned commerce and conversion

•

Estimated opportunity potential 3-years forward
incl. owned commerce +expanded channel
commerce

•

Detailed required technical and functional stack
required – both at the center, and tailorable for each
country market

•

Developed a collaboration platform to market the
solution and solicit feedback

Client impact

•

Developed 3-year roadmap for B2C commerce
expansion (scope incl. 16 global markets)

•

Designed global functional, technical, and operating
model blueprints

•

Partnered with leadership to kick-start socialization
and launch across global teams

•

Unlocked $500M in direct B2C commerce
opportunity

Project Information

Client Industry: C&R

Project Type: Transformation / Product
Development

Region: US

Year: 2014

Contact: John Souther

OIC: Matt Egol

Mobile App Development 1/3

Retail and Restaurant POS System

Built mobile point of sale system with integration to
ERP/Accounting,

web

services,

and

web

management portal

Credit Card-less Restaurant Payment App

Restaurant diners eat at a participating restaurant
and app automatically settles the tab with default
settings for tip, split checks, rate and review
restaurant,

and

social

media

integration.

Technology also adapted to other industries

Surgeon Support App

Tech support app using video and audio to connect
surgeons with implant technicians to provide tech
support during surgery

Local Government App

App integrated into legacy system to provide
location based air quality to users, in addition to
latest news and information related to current air
quality issues

Interactive Government App

Provide constituents convenient access to local
government services and information.

Social Media Game

Social media game that encouraged men to follow a
higher standard of rules that their group established.
Also created complex real time rules based back
end and portal needed to support the game

Sales Content Management app

For a national medical supply company, built a
mobile app that stored sales material and white
papers to help sales reps in the field. The mobile
app synched with content servers to stay current

Mobile App Development 2/3

Photo Booth app

App

made

for

major

hockey

equipment

manufacturer to help host children’s hockey events
and hockey clinics. Children would take pictures
and add hockey player effects to their photo

Hair and Nail Salon Management app

Full mobile solution for independent salon workers
that managed product inventory, scheduling, and
payments

Dance Events Support App

Built app that supports child dance competitions.
Included information about dates and venues,
competition

results,

and

the

ability

buy

merchandise

Movie Content Review App

Built app for national non-profit organization that
provides movie content reviews to help parents
determine if a movie is appropriate for viewing.
Provides more details than what the standard movie
ratings provide

Chamber of Commerce App

Built app for use by local chamber of commerce’s to
easily provide member information to consumers

Line Buster App for Theme Parks

For international theme park company, built mobile
line buster apps for parking, concession stand, gift
shop, and ticketing. When lines get too long, a fleet
of mobile devices users are sent to reduce the lines
and get people back to enjoying the park

Desktop App Development

ERP – Music Industry Cost Control Module

Built module that strictly enforced budgets for each
musician.

The module integrated through every

aspect of the system, to such a degree that a PO
could not be created if all money has been allocated

County Tax Payment App

Built multi-location and multi-user payment system
for county property taxes and vehicle registration.
Built integration into legacy Unix system to update
county records and provide daily reports to the
county treasurer

Weather Forecasting App

Using publicly available NOAA and National
Weather Service data, built an extended forecasting
app for energy companies and ski resorts

Event Photo Browser and POS App

Built app to view photos and videos of performances
and the ability to purchase video and photo
packages through the app

Integrated Time Card App

Built time card application and mobile app that
integrates with a variety of payroll software
applications

Remote Computer Management App

Using a set of rules created by system admins, the
power consumption of computers can be optimized
to use as little to now power