About Us

Blue Globe Group, Inc., is a professional services and management consulting firm headquartered in Aliso
Viejo, CA that specializes in Overall Project Management, Process and Systems Improvements, and
Strategic Business Planning.

 

As a firm we value actual client results beyond everything else. We will never be satisfied with just a well written report or well presented recommendations, even though some consulting firms never get past this point with their clients. We are people-oriented, collaborative, flexible, and focused on the end goal, helping our clients move beyond "credenza-ware."

 

About our Principal

Peter Walzer, CEO of Blue Globe Group, Inc., Principal of Blue Globe Management Consulting (A Division of Blue Globe Group, Inc.), and President of Blue Globe Systems (A Division of Blue Globe Group, Inc.) has over 30 years of experience in management consulting, project management, and business systems development. Prior to founding Blue Globe Group, Inc. in 2000, he worked for Deloitte Consulting, Coopers & Lybrand, as well as an information technology consulting firm, a prominent financial services firm, and a worldwide wireless phone/data services firm. He holds a BS degree in Industrial Engineering and Operations Research from the University of California, Berkeley.

Mr. Walzer has worked with many large and small organizations. The following list is a representative sample of the prominent organizations he has worked with or within:

MUFG / Union Bank ♦ Wells Fargo ♦ Downey Savings & Loan ♦ Washington Mutual ♦ New Century Financial ♦ Ameriquest Mortgage ♦ IndyMac Bank ♦ Lincoln Financial Group ♦ Experian ♦ Pacific Life ♦ Kaiser Permanente ♦ PacifiCare ♦ YP ♦ AT&T (Sterling Commerce) ♦ DirecTV ♦ ResMed ♦ Adecco ♦ San Diego Gas & Electric ♦ State Farm ♦ Dial / Viad Corporation ♦ Gap ♦ ExhibitGroup / GES ♦ Nissan ♦ EMI Records

Linked In Profile: www.linkedin.com/in/peterwalzer

Media and Press Releases 
February 2018 -- Blue Globe Systems Announces Tool Selection and Target Date for Completion of Project Management Health Assessment Tool Prototype

ALISO VIEJO, California, February 8, 2018 – Peter Walzer, CEO of Blue Globe Group, Inc., President of Blue Globe Systems (a Division of Blue Globe Group, Inc.), and Principal of Blue Globe Management Consulting (a Division of Blue Globe Group, Inc.), announced today that Blue Globe Systems has completed Tool Selection and established a Target Date for completion of the Project Management Health Assessment Tool (PMHAT) Prototype. Read the Full Press Release

January 2018 -- Blue Globe Group to Develop New Social Media Strategy, Vows to Bring Back the GlobeBlog

ALISO VIEJO, California, January 29, 2018 – Peter Walzer, CEO of Blue Globe Group, Inc. and Principal of Blue Globe Management Consultant (a Division of Blue Globe Group, Inc.), announced today his intention to develop a Social Media Strategy for Blue Globe Group, Inc., which will include the best way to “re-frame and bring back the GlobeBlog,” Mr. Walzer stated. The GlobeBlog was a popular blog that Mr. Walzer published most weeks from July 2016 through April 2017. Read the Full Press Release

September 2017 -- Blue Globe Group Celebrates 17th year

LAGUNA BEACH, California, September 18, 2017 – Blue Globe Group, Inc. recently celebrated its 17th year of kicking-off operations on Friday, September 15, 2017. Peter Walzer, CEO of Blue Globe Group, Inc., located in Aliso Viejo, CA, stated that Blue Globe Group was incorporated in July, 2000, as a professional services firm with two Divisions – Blue Globe Management Consulting and Blue Globe Systems -- that was founded with the goal of taking a much more delivery oriented approach than most traditional professional services firms. The company began operations in Laguna Beach, CA on September 15, 2000 Read the Full Press Release

February 2016 -- Project Turnarounds Expert Peter Walzer of Blue Globe Group Addresses Institute of Management Consultants at Orange County Business Forum

ALISO VIEJO, California, February 12, 2016 – Rescuing projects plummeting toward failure can be an extremely rewarding specialty area for consultants, according to Peter Walzer, CEO of Blue Globe Group, Inc. and Principal of Blue Globe Management Consulting (a division of Blue Globe Group, Inc.), located in Aliso Viejo, CA. Read the Full Press Release

From the Archives (Articles and Media for Blue Globe Group and Peter Walzer Prior to 2006)
Recommendations (from LinkedIn Profile)

Joe Birthistle

Joe Birthistle

Director, Americas Risk Management at MUFG - Union Bank

February 7, 2018, Joe was a client of Peter’s

I was first introduced to Peter when he was brought in to support the delivery of a critical risk program in 2017. He was a true professional from start to finish and delivered outstanding work product throughout his tenure. He brings to the table deep program and project management expertise (and tools), an effective interpersonal style and an unrelenting focus on results. He was unflappable when faced with any number of challenges and maintained a client first perspective at all times. I would gladly offer my professional recommendation and look forward to the opportunity to work with him again.

Rita Morrissey

Rita Morrissey

Operational Risk Analyst

February 2, 2018, Peter worked with Rita in the same group

I had the pleasure of working with and learning from Peter in 2017! It is without hesitation, from personal experience that I highly recommend him. Our operations greatly benefited from Peter's ability and expertise in designing and implementing a solution that organized and stabilized an otherwise struggling model of critical initiative management and program strategy. 

Peter delivered integrity, focus, enthusiasm and patience with consistency. His vision and strategic plan resulted in routines that remain in place today for our organization and are now the best practice model for managing change execution with prioritization and transparency to business and technology processes.

Peter is not only excellent at the consultation and application of program and project work functions. He was able to close gaps for the people aligned to the actions and tasks we struggled with. He demonstrated encouragement, explained project management concepts and methods and took time to teach employees how to use standard project tools that had little-to-no previous experience with them but responsibility for them. Multiple levels of management and several teams came together, closed people and process gaps and continue to do so because of Peter's intelligence, proven experience, professionalism and heart. Look to Peter if you are seeking a solid partner, successful results and a positive story to pass on as well! 

Candice Lawson

Candice Lawson

Director-Strategic Accounts at Genuent

February 1, 2018, Candice was a client of Peter’s

Peter is the whole package and when you are looking for a resource like him, it is hard to find. He is conscientious, hard working, detail oriented and incredibly committed to doing a fantastic job. Peter is a team player, he is upbeat and he is engaging. He is absolutely the consultant that you want to trust with your most challenging work efforts.

Brad Nielsen

Brad Nielsen

Project Manager - San Diego Gas & Electric

January 30, 2018, Brad was a client of Peter’s

I had an excellent experience working with Peter as he lead a consulting effort to gain consensus on process improvement opportunities and prioritization of solutions. Peter's approach was very unique, with heavy use of "GameStorming", which almost completely eliminated individual biases and resistance and led to the most efficient consensus building and solution identification I've seen. It was actually fun to participate in, and we had a lot of laughs in addition to completing our goals in record time. In 1 day, we were all in agreement on the projects needed.

Prior to these exercises with Peter, I participated with a very large consulting firm attempting to produce similar outcomes and deliverables. There was a huge difference in efficiency - the large firm used a more traditional and less fun approach, and all participants dug their heels in and would not let go of their personal agendas. The consensus was achieved, but it took 3 months and hundreds of labor hours.

I know Peter has many other skills that I have not had the opportunity to observe, but when it comes to efficient envisioning, scope, prioritization, and consensus building, he is the cream of the crop. I'm looking forward to the next effort that can benefit from Peter's services and his unique "GameStorming" approach.

Morgen Richmond

Co-Founder, Partner, The Carrera Agency

May 9, 2008, Morgen was a client of Peter’s

Peter is one of the best project managers and consultants I know and has very deep subject matter expertise in IT strategic planning, business process design, and decision support systems. He is extremely adaptable and is committed to the success of every endeavor he undertakes. I highly recommend him.

Selected Project Summaries by Service Type
Project Turnarounds

- The US Banking subsidiary of a large international financial services concern implemented a Program of dozens of projects to address several regulatory deficiencies requiring urgent remediation. The bank's existing Third Party Risk Management (TPRM) organization was unable to develop a robust Program to effectively address these deficiencies. Blue Globe's Principal Consultant, Peter Walzer, was engaged to develop a robust program that would address key issues requiring remediation and provide an effective Project Management Structure so that all related critical projects could be effectively executed. This effort required a significant revamping of existing TRPM remediation activities over a six month period, resulting an effective TPRM Remediation Program that Mr. Walzer operationalized, including creation and communication of executive results to firm's Americas CFO, Americas Risk Management, and Americas Deputy Internal Auditor, as well as FRB, and OCC leadership. Blue Globe's efforts were credited with steering the TPRM Program toward a successful regulatory remediation path.

- A US-based bank developed a large program called to address greater integration requirements within the bank itself, as well as other functions within the overall international financial services concern of which the bank is a member firm. Blue Globe's Principal Consultant, Peter Walzer, was engaged to manage a sub-program of projects required to deliver integrated changes to the bank's commercial credit risk rating process. The existing effort undertaken to address these changes, including the integration of the bank's west coast based subsidiary policies, US east coast based subsidiary policies, and international credit policies dictated by the Tokyo-based Credit Policy Division had stagnated. Mr. Walzer worked with key individuals from all areas of the the Risk Rating Program to facilitate project delivery by navigating distinct project processes employed by the bank's US west coast based subsidiary, the bank's US east coast based subsidiary, and the Tokyo-based Systems Division. All projects within the program were delivered On-Time and Under-Budget.

- The senior leadership of a west-coast based Financial Services firm saw the value in a business focused Data Warehouse. Peter Walzer's team was responsible for overall program management of a diverse set of Business Intelligence initiatives for the Annuities Division. Prior to Mr. Walzer's involvement the existing team of more than 20 consultants was unable to implement a effectively functioning, productionalized, Data Warehouse. Mr. Walzer implemented several initiatives to improve the data accuracy and quality; productional processes; business alignment, and project implementation performance of the Data Warehouse group. Data Warehouse staff (internal and external) and role adjustments were was also required to provide a business focused team to support effective use of the Data Warehouse by all divisional executives.

M&A Integration Advisory

- A large West-Coast based bank acquired a smaller California community bank in order to expand its Retail Banking operations in Southern California. This acquisition proved to be a complex transaction from an integration perspective, and several business units within the client's operation were represented by project integration leads to complete related business consolidation and transformation work, as well as lead related system conversion projects. Blue Globe Management Consultant’s Principal Consultant, Peter Walzer, was assigned as the Consumer Lending business unit’s integration lead. In this capacity, Mr. Walzer lead a team of several Consumer Lending business unit executives and key operational and technology leaders to determine the specific scope and requirements of the integration changes. Mr. Walzer also served as the integration program lead for all related integration projects that needed to be delivered by the Consumer Lending business unit. Despite a complex set of staffing, operational, and technology changes, Mr. Walzer ensured that the Consumer Lending business unit's integration scope was delivered and that it met the quality, scope, and timing requirements needed to complete the Consumer Lending portion of the integration. After the completion of the integration, Mr. Walzer worked with key client team members to develop an M&A Playbook that incorporated lessons learned from the integration effort and defined a standard set of considerations and activities for future Consumer Lending integration work.

- A large, US-based, financial services firm initiated a large program of projects to fully merge two separate business entities. The effort was focused on moving the entire group annuities business to a common business and systems platform. Blue Globe Management Consulting's Principal, Peter Walzer, was engaged as Project Manager of two the projects in this program. The projects were scoped to include all aspects of this migration including project definition/chartering, business process analysis, change management (including communication, training, organizational readiness, etc.), system requirements definition, design, development, deployment, and conversion.

- Senior management of an international pharmaceutical concern made the decision to "spin-off" one of its California-based laboratory subsidiaries. To complete this "separation" transaction, California-based laboratory subsidiary engaged a team of professionals and key consulting resources to work with its management team and complete the transitional work. Blue Globe Management Consulting's Principal, Peter Walzer was engaged to support several key aspects of the Information Technology transition work. Mr. Walzer primarily assisted with the orderly retirement or transition to the California-based laboratory subsidiary of existing Information Technology vendors and processes, as well as the establishment of a detailed program management structure and process for managing this transition in conjunction with the California-based laboratory subsidiary Chief Information Officer and other key leaders.

Enterprise Project Management Health Assessment & Advisory Services | PMO Architectural Services

- Peter Walzer, Blue Globe Management Consulting's Principal consultant, provided the initial rationale, conceptual design, architecture, rollout, and training for a regional Gas & Electric Utility's implementation of a Project Management Office (PMO) for the firm's entire Electric Distribution Organization (EDO). The PMO rollout supported multiple Portfolios, Programs, and over a hundred existing projects. In addition, the rollout included full PMO Dashboard, Project/Resource Scheduling, Status Reporting, Communication / Organizational Change Management workbooks, and Demand Management capabilities. After the initial PMO rollout, Mr. Walzer worked with the utiltity's Senior Management to help integrate the PMO into the EDO and train and mentor the client's new PMO Manager.

- Blue Globe's Principal, Peter Walzer, worked with the senior management of the Consumer Lending Division of West-Coast based bank to develop improved Project Management practices, including negotiating and facilitating the development of a hybrid Project Lifecycle model that enforced the bank's corporate project standards, while incorporating the divisions unique needs. In addition, Mr. Walzer developed a Project Demand Management process for all new and proposed projects.

A prominent On-line Advertising and Search firm worked with Blue Globe Management Consulting's Principal, Peter Walzer, to develop a customized PMO Process and Project Lifecycle. The customized PMO Process was developed to focus on gaps identified by Project Managers with an emphasis on adding the right amount of structure, while allowing the client's emphasis on an Agile Development process to thrive.

Financial Services Advisory

- Peter Walzer, Blue Globe's Principal consultant, provided project management and analytical support to the Chief Credit Officer and other management team members of one of the largest US-based banks as part of an effort to completed an updated set of credit policies and procedures for all commercial segments of the bank.

- The Principal of Blue Globe Management Consulting, Peter Walzer, provided Project Management and Analytical Consulting support to a large Banking System Replacement project for a large, well regarded, west coast bank. This project had the objective of replacing all core banking systems within several years with a single integrated banking system. Principal areas of consulting support included integrated testing thought leadership and project management; large program management methodology best practices; and the development of a customized project quality assurance function for all areas of the program.

Peter Walzer, Principal, Blue Globe Management Consulting, provided project management services and overall leadership for a project to outsource the retail on-line banking operations of a major consumer bank with over 48,000 on-line banking users. Project management facilitation and support was required for all aspects of the outsourcing implementation effort, including vendor management; project charter, scope and budget management; functional gap/requirements analysis; joint client / vendor system design and development management; training, QA/testing, conversion, deployment, and external communication planning and execution; and overall project status and executive management reporting.

Process Re-Design and Improvement Advisory

- A regional energy utility had been struggling with process issues related to its critical Correction Maintenance Program (CMP) the quality of which determines if the company is in compliance with key regulatory measures. After a growing number of problems were reported related to the underlining CMP processes and systems, Peter Walzer, Blue Globe Management Consulting's Principal, was engaged to jointly lead the overall CMP Improvement Initiative (CII), teaming with a key client manager. The CII began with a focused effort to develop a robust structure to manage the portfolio of CII projects, and, after an almost two year effort, energy utility achieved the best CMP results in their history, along with a substantially improved process and substantially enhanced automation. According to the state regulatory commission, the degree of asset automation achieved was superior to all other state energy utilities.

- Senior management of a major, US-based Online Advertiser / Search firm retained Peter Walzer, Principal of Blue Globe Management Consulting, to lead an effort to implement an enhanced National Sales Channel Order Fulfillment process. The effort required a re-engineered process with a mix of manual and automated functions in a fledging industry with significant legacy functional considerations, necessitating substantial coaching, training, and mentoring of client staff as part of the implementation activities.

- Blue Globe Management Consultant's Principal, Peter Walzer – while a Manager at Deloitte Consulting – led an evaluation of the Sales & Marketing individual and small business plan product practices, processes, and systems of all the divisions of one of the world’s largest Health Maintenance Organizations. The assessment included a detailed review of process activity effectiveness and the systems support/infrastructure required for these activities.

Strategic Business Planning Services

- A regional utility engaged Peter Walzer, Principal at Blue Globe Management Consulting, to provide an Assessment and a set of actionable Next Steps for the Area Resource Service Organization (ARSO). Mr. Walzer worked with key leaders of the utility to interview and develop a key set of findings that described the state and status of ARSO. These findings served as input into the ARSO Organizational, Process, and Technology Workshops that Mr. Walzer facilitated. These workshops then enabled the development of key Projects that were prioritized for execution with the objective of improving the future performance ARSO.

Blue Globe Management Consultant's Principal, Peter Walzer led a team of consultants (from a partner consulting firm) and client management to complete an Information Technology (IT) strategic and tactical planning and business alignment engagement – beginning with a Balanced Scorecard approach – for a growing regional real estate firm that was in the process of expanding to an international business concern. Provided interim IT department leadership as part of overall consulting support services.

Peter Walzer, Principal consultant, Blue Globe Management Consulting, provided strategic planning and business planning facilitation and to an Information Technology “talent management” concern that contracts with prominent independent consultants. The initial strategy and business planning sessions were focused on helping the client to define a new concept in the relationship contract agencies have with independent consultants.

Business Focused Decision Support and Systems and Business Intelligence Advisory Services

- Blue Globe's Principal, Peter Walzer, was contracted as a Project Manager by the outsourcing vendor of one of the nation's largest consumer health organizations. Mr. Walzer was responsible for project management “turnaround efforts” on two enterprise Data Warehouse system implementation initiatives: the organization’s first enterprise data warehouse rollout and a mission-critical systems development effort to meet SEC requirements to accelerate the accounting close processes.

- The senior leadership of a west-coast based Financial Services firm saw the value in a business focused Data Warehouse. Peter Walzer's team was responsible for overall program management of a diverse set of Business Intelligence initiatives for the Annuities Division. Prior to Mr. Walzer's involvement the existing team of more than 20 consultants was unable to implement a effectively functioning, productionalized, Data Warehouse. Mr. Walzer implemented several initiatives to improve the data accuracy and quality; productional processes; business alignment, and project implementation performance of the Data Warehouse group. Data Warehouse staff (internal and external) and role adjustments were was also required to provide a business focused team to support effective use of the Data Warehouse by all divisional executives.

- Peter Walzer, Principal of Blue Globe Management Consulting, was engaged to provide program and project management consulting services to a leading Mortgage Bank. Consulting work focused primarily on leading the turnaround of a troubled Data Warehouse program; delivering project cost benefit analyses, program plans, and overall program management for a secondary marketing initiative projected to provide to provide substantial additional investor revenue.