Senior Advisor
Joe Montrose is an experienced advisor with over 30 years’ experience helping advanced technology executives transform operations to deliver new capabilities to the customers they serve, improve the customer experience, reduce fixed and variable costs, and optimize operating models aligned to near term and long-term business strategy. His unique perspective and experience allow him to rapidly analyze current operations and develop opportunities to drive enhanced results for stakeholders in the organizations he serves.
Joe has worked with dozens of companies (Fortune 50 to entrepreneurial ventures) to improve EBITDA through growth enablement, cost optimization, and disruption avoidance. He has published and collaborated on multiple whitepapers and thought pieces on topics including safety, outsourcing, and insourcing trends. He has worked with the Harvard School of Public Health to create thought pieces on innovation regarding issues including social determinants of health, expanded access to digital tools, and impacts on select populations.
Areas of specific expertise include operational configuration of organizations (especially with access to new “real AI” technologies), optimization of outcomes, simplified processes, and enhanced bottom line results. Joe has negotiated multi-year outsourcing deals worth hundreds of millions (collectively, over 20 billion in total contract value) and he has developed strategies to insource operations for many organizations where strategic and economic factors had become misaligned. He has also led multiple enterprise transformations across all manner of operations strategies, including centralization, outsourcing, insourcing, process optimization, automation, new technology implementation, and new capability development. Additionally, Joe has led transformation across product development, design and release engineering, validation and testing, supply chain, manufacturing innovation and implementation, and all areas of G&A.
Joe holds a Bachelor of Science in Mechanical Engineering (BSME) from GMI Engineering & Management Institute. He is a graduate of the Harvard School of Business.
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