Bertrand Gerard

Transformation projects: strategic plan, AI solution, mergers & acquisitions, reorganization, governance, IT strategy alignment with corporate strategy, digital initiatives, business model redesign, customer experience, distribution

Operational performance: process optimization, business performance management, IT master plan (IS/IT strategy)

Product innovation: strategic studies, strategic marketing, offer and portfolio review

Management of complex, multi-stakeholder projects, change management / training, and engagement with employee representative bodies

Accounting & finance: management control, accounting IS master plan, management accounting, subsidiary accounting, treasury management, investment management

Project extract:

- Insurer: Reorganisation (Lean and Agile method) of the 16 management sites (800ETP) with implementation of GED (y.c choice of tools) with objectives of productivity, time, load balancing between sites, reinforcement of performance management

- Insurer: Redesign and deployment of a new governance with the subsidiaries

- Broker: Profitability and operational performance study (organisational and investment portfolio)

- Insurer: Completion of the project to acquire AXERIA VIE (April Group entity) and implementation of synergies and complementarities

- Insurer: Merger of the IT and IS departments of GAMEX and SINTIA

- Luxury: Strategic governance review, portfolio management optimization, reporting tools

- Luxury: CRC make or buy study in Europe and Middle East, implementation study at European level, support in choosing and changing CRC service providers

- Real estate brokerage: CRC offshoring with support for team setup, processes, tools, governance

- Bank: Management of the strategic plan (including budget) and subscription digitalization study and for corporates product mgt processes

- Bank: Implementation of the strategic plan, business model review, flows optimisation and digitalisation and deployment of a new sales process

Doubaï, Émirats arabes unis

Strategy and organisation consultancy offering 4 business lines:

• Growth: improving the conversion funnel from lead generation to signature, including loyalty and farming. Performance of sedentary and field sales forces for B2B and B2C customers, ...

• Customer relationship: global customer relations strategy and organisation, make or buy study, RFI / RFP, contact centre set-up, etc.

• Organisation and strategic governance: strategy, organisation, governance, processes, tools, performance monitoring, change management, sustainability, IA

• Human performance: 360 assessment, MBTA, Hogan, leadership, coaching, training, etc.

Development of a dedicated car-wash mobile app connecting professional car-wash providers with end customers.

Creation of a mobile marketplace app linking professional car-wash operators with clients.