pma 2017 capabilities and credentials

© Project Marketing Associates 2017

2017 Capabilities & Credentials


Project Marketing Associates

Marketing Consulting✓Brand and Product Management✓Market Research and Data Analysis✓Business Plans & Analysis✓New Product Development

Project Management ✓Project Execution / Team Leadership✓Customized Training✓W5 Templates - proprietary software and mobile app✓ Author TeQ Productivity Corner


Marketing Consulting

• Brand and Product Management

• Market Research and Data Analysis

• Business Plans and Analysis

• New Product Development

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Brand and Product Management

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Dave has worked ... on a variety of complex marketing projects involving product positioning, market research, and communications. He has proven to be a valuable team asset with his strong analytical skills, broad marketing expertise, and extraordinary project management skills

~ Patrick Kenny, Marketing Director, Vitro Architectural Glass

© Project Marketing Associates 2017 5

Market Research & Data Analysis

Quite simply, Dave’s firm saved us money. We were concerned about the costs associated with launching and trademarking a new brand. Project Marketing Associates’ solution, do a conjoint study of our customers to gauge receptivity to brand names as well as product features and benefits. What we found, inexpensively, was brand names did not move the needle in our target market so we did not have to spend the money to develop something.

~ John Parran, Marketing Director, PPG Automotive Refinish


Business Plans & Analysis

We utilized Dave Oshlag and PMA for the newly created Business Development group at Giant Eagle. He provided experienced, strategic thinking, general manager mindset resources to temporarily staff our organization and get things moving quickly.

~ Chris Marshall, former Director of New Business Development, Giant Eagle


New Product Development

On each project Dave has led, he was always thoroughly prepared, kept me and others appropriately informed of his progress, and delivered on time and within budget. We will continue to leverage Dave's expertise as the need arises.

~ Patrick Seifert, Marketing Director, American Textile Company


Client Supported Projects: 2007-2016

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Voice of Customer Interviews Internet Tool, Go To Market Strategy

Innovation Focus Group Management Project Management - US & Canadian brands

Lost Customer Interviews-multiple waves Factory Technical Audit - Brazil

Customized Project Management Seminars Frozen Food Audits - China

Window Consumer on-line Study Corporate Brand Equity Study

Retail Store Audits Project Management Trainings

Advertising Agency RFP Project Management Value Market Research

B2B and B2C Ideamap.net Conjoint Studies Needs State Analysis & New Product Concepts

W5T CRM and Strategic Score Card Voice of Customer Studies - US & EUR

Customer on-line Survey, Analysis, Presentation Product Management Plan Training


Customized Project Management Training

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Project Management … leading and motivating team members (functional experts) to ensure a project's goals

are met according to company (or client) scope, time, quality and cost constraints.


Our customized approach results in an engaging and entertaining seminar with tactical tools and team building insights tailored to your company, department and employee needs:

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• Project Management Defined - macro vs. micro strategic perspectives• Value to the Organization - hours and $$$• “The Dotted Line” Team Structure - single and multiple projects• Challenges - full plate, calendars, objective setting, lack of resources...• Leadership - lessons from Good To Great (Jim Collins) and theLast Lecture (Randy Pausch)• Tools for Success - agendas, minutes, timetables, contact lists ...• Project Tracking - Free copies of proprietary software and mobile app• Putting it all Together - 5 building blocks for successful project management.


Project Management Training

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Mark Bodkin Director of Manufacturing II-VI Infrared Optics I had the opportunity to work with Dave on providing a customized training course on Project Management to a group of managers, supervisors and engineers within our organization. The material Dave provided was right on target to our expectations. Dave integrated in-house examples into the training material that allowed for quality interaction and communication between the members. He delivered the information with passion and excitement keeping the team engaged in the training material. Dave was always available for support during the process and quick to provide feedback on any questions or concerns.

Jamie L Rossi Assistant Director of Graduate Student Initiatives Carnegie-Mellon University I was introduced to Dave through outreach from Carnegie Mellon University's Center for Innovation and Entrepreneurship (CIE). It was clear from the beginning that Dave has a passion for his work with project management and W5 Templates. Dave met with our office several times to develop a 90 minute seminar on the basic tenants of Project Management that was tailored to our audience and informative while being entertaining. We offered the session in January 2015 to overwhelming success and graduate student desire for a deeper dive into the topic. We opted to have Dave back over the summer to do an in-depth Project Management three-part series with our PhD students and couldn't have been happier with the tailored, engaging experience delivered.


Proprietary Project Management Tracking Software and Mobile app

Produc'vity,

Made,Simple,

W5T,Cloud,Service,

Free,Mobile,App,

Excel,based,produc'vity,tool,provides,

a,straigh@orward,way,to,track,and,

control,projects,,clients,and,sales.,

Easy,to,use,,saves,'me,,cost,effec've.,,

•  CRM,,

•  Project,Management,,

•  Addi'onal,Applica'ons,,

Securely,takes,your,client,,

project,informa'on,and,stores,it,

in,the,Cloud,,making,it,a,snap,to,

update,,sync,and,share.,

•  Managers,

•  Users,

•  Team,Members,

View,and,edit,the,informa'on,

stored,in,your,W5T,Cloud,account,

on,your,smartphone,,tablet,and,

pc.,

•  Apple,Store,,

•  Google,Play/Android,

•  Kindle,Fire,

www.w5templates.com/freeOtrial,



from companies right here in western Pennsylvania. As we plan for

growth in the New Year, now’s the perfect time to make them part of

our strategic and tactical plans going forward.

Best Hiring Decisions Possible

When interviewing prospective candidates for a position, employees

typically can only assess 15 percent of what will make a candidate

successful for their company. How do you determine if a candidate

has “the right stuff” for your company and the position you’re looking

to fi ll? The key to getting a good match is quantifying how closely

the candidate matches your best employees. An 85 percent match

is much better than a 50 percent match. For more information on how to optimize your hiring process and reduce employee turnover contact the Key Group @ www.keygroupconsulting.com

An Easy-to-Use CRM System

Most CRM software comes as its own stand-alone program and

ecosystem, requiring users to invest signifi cant time into learning

the program and adapting their information to it. W5

Templates are built into the familiar Microsoft Excel

interface that most people already use, with a patented

dashboard sort feature and a synced mobile app for

Apple, Android and Amazon smart devices allowing

users to access and update information while on the

go. Free trial available @ www.w5templates.com

Employee Interval Learning

The information retention rate of most in-house training

sessions is a mere fi ve to ten percent of the material

presented. If you’ve been on the receiving end of a

required HR or manufacturing seminar, you know it

can feel like “drinking from a fi re hose.” Instead, the

folks from THRIVE Learning System have a time-tested

approach: learn, access, reinforce. They take a company’s

training material and make the learning quick, easy

and engaging without ever having to leave the offi ce.

For more information on the THRIVE Learning system, visit www.gothrive.io

Getting Paid on Time

One of the most vexing problems for small and medium business (SMB)

owners is getting paid on time. In fact six out of 10 small businesses

are owed late payments. Service-based businesses, that aren’t overtly

tech savvy, just want to get paid in a timely fashion. With the new

EMV (Europay, MasterCard and Visa) chip technology being rolled

out, the liability now falls on the merchant vs. the credit card supplier.

This poses an increased risk for all businesses processing credit cards.

Now SMBs have the option of utilizing IQPay, a Murrysville-based

pay portal system allowing them to pull payment when the invoice is

due, according to the terms and conditions agreed to with their client.

For information on IQPay visit www.iq-inc.com/iqpay

Capturing Email Addresses of Event Attendees

How many times have you exhibited at a trade show, given a talk, or

hosted an event and, due to bad handwriting, lost business cards or

email addresses to use at a later date? A simple solution, to this most

common challenge has been addressed with Join by Text. Because Join

by Text uses SMS, it’s not smartphone, Android or Apple dependent.

Any mobile phone with the ability to SMS can participate. For more information visit: www.joinbytext.com

TRENDS: PRODUCTIVITY

PITTSBURGH TECHNOLOGY COUNCIL38

OVER THE LAST YEAR, WE’VE REVIEWED A NUMBER OF LOCAL PRODUCTIVITY TOOLS AND SERVICES AVAILABLE

PRODUCTIVITY TOOLS FOR 2017 By Dave Oshlag,W5Templates

Templates are built into the familiar Microsoft Excel

interface that most people already use, with a patented

dashboard sort feature and a synced mobile app for

Apple, Android and Amazon smart devices allowing

users to access and update information while on the

The information retention rate of most in-house training

sessions is a mere fi ve to ten percent of the material

presented. If you’ve been on the receiving end of a

required HR or manufacturing seminar, you know it

can feel like “drinking from a fi re hose.” Instead, the

folks from THRIVE Learning System have a time-tested

approach: learn, access, reinforce. They take a company’s

training material and make the learning quick, easy

and engaging without ever having to leave the offi ce.

For more information on the THRIVE Learning system, visit

If you have a product or service off ering that makes SMB’s more productive by saving them time and money, e-mail [email protected] to schedule a review via telephone or over coff ee.

Dave Oshlag is Founder & CEO of W5Templates (www.w5templates.com) and President of Project Marketing Associates (www.projectma.com). He off ers a practical and result-oriented approach to CRM and Project Management based on 25-plus years of business experience.


Let’s Talk, So We Can …

1. Focus on your business challenges2. Provide you with a proposal for your

consideration3. Start working with you to add value to

your business4. Deliver results

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Call or e-mail to schedule an appointment for us to talk about how we can add value to your

business.

Dave Oshlag - President, Project Marketing Associatestele: 412-276-5907mobile: [email protected] the web @ www.projectma.com & www.W5Templates.com

referrals and recommendations appreciated

pma 2017 capabilities and credentials

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