HD - Logistics

Field: Logistics

Title: Regional Manager

Role: Corporate & Business Development

Dates: December 2016 - December 2017

Project Description

PROJECT SUMMARY

I met the president of HDL through my development work with Kier & Wright, and he subsequently engaged me for consulting services related to the development of Hope Ranch. Impressed with my work, he asked me to provide similar consulting and planning support for HDL.

At that time, the president had been managing all aspects of the company, including account managers, controlling, and corporate development, operating as a one-man show. However, as the company grew, he realized that he could no longer effectively oversee all operations and needed to create a new regional management position.

I was brought in to help design and implement the regional manager role, which would oversee account management, controlling, and account improvements at a regional level. I took on dual responsibilities: first, I managed the region during my tenure, and second, I developed the position, along with the necessary tools and processes, to ensure effective regional management moving forward.

MEASUREMENT AND CONTROLLING

We established measurement procedures to track key performance indicators (KPIs) across the company. This data was then compiled into standardized weekly and monthly reports, providing actionable insights. We trained account managers to use these KPI reports to implement targeted on-site training and feedback mechanisms, aimed at improving contractor and employee performance.

BUSINESS DEVELOPMENT

The controlling process enabled us to identify and address key operational challenges, leading to the development of a more effective business structure. I created a corporate and account-level organizational model, developed operating procedures for account management, and designed job descriptions for account managers and their teams.

OPERATIONAL EXECUTION

Once the reporting system and business structure were established, we implemented the new business plan. This included hiring and training staff, instituting corporate oversight mechanisms, and standardizing client communications. Over the following months, I led ongoing system improvements and closely monitored the business to ensure sustainable progress and prevent regression to previous operational challenges.

FIRM DESCRIPTION

Home Delivery Logistics, Inc. (HDL) is a premier home delivery management company specializing in the delivery of large consumer products, including furniture, appliances, electronics, computers, and other items requiring specialized handling.

Responsibilities

Led the creation of the Regional Manager position, establishing standard operating procedures (SOPs), and implementing monitoring, controlling, and reporting processes to streamline operations.

Managed three regional branches in Fremont, Livermore, and Tracy, overseeing 10 employees. Responsibilities included staffing plans, hiring, performance monitoring, controlling, and reporting.

Collaborated directly with client management teams at Ashley HomeGoods, Mancini Sleepworld, and LazyBoy, providing monthly reports, troubleshooting issues, and managing overall account relationships.

Supervised 50+ subcontractors involved in home deliveries, offering coaching, negotiating contracts, and assisting these small businesses in scaling their operations.

Accomplishments

Data Collection & KPI Monitoring

Developed and implemented data collection systems and Key Performance Indicators (KPIs) to monitor and improve employee and contractor performance, providing actionable insights for continuous improvement.

Business Model Development

Revamped the business model for both the account and corporate levels of Home Delivery Logistics, aligning it with organizational goals and operational needs.

Staffing & Training

Led the hiring and training of key staff to implement the new business model, providing oversight and control during the implementation phase to ensure successful adoption and performance.

Clients include: