Rebecca Brianne Nelson

Enterprise Collaboration & Communication Strategy in Financial Services

Management & Strategy


Financial Services Company with international operations in the United States and in Europe that is faced with implementing an IT Upgrade to maintain Regulatory FINRA compliance with new requirements for the industry. Rather than purchase an out-of-the-box solution, we explore building a strategy that brings together Information Technology, Operations, Legal, and Compliance Teams to collaborate on developing and implementing a comprehensive communication and productivity solution. The organization has little room to deviate from rigid requirements and we must overcome any barriers on the project by collaborating virtually. This document analyzes and recommends several tools for a variety of communication and collaboration needs including group and meeting tools, virtual collaboration, knowledge resources, information sharing, information broadcasting, and an internal enterprise social media network.

More Management & Strategy
December 2019

Case Study: Crane Stationery An Old-Fashioned Product for a New Generation

After being in existence and family-owned for well over 200 years, Crane has been going through more changes than the company had ever seen in only the last ten years. The Berkshire-based company’s last family member left, it broke off into two separate companies and the employees bought one of them. Now, just in the last nine months after facing financial instability, they were recently acquired by Mohawk Fine Papers who will put in massive resources to help the old-fashioned company that’s been stuck in their ways to breathe new life. While Crane has spent many years as the choice in stationery for presidents and world leaders, celebrities, and luxury brands, it has been having serious trouble attracting a younger demographic for years.

In an area where weddings used to be a large part of its custom stationery business, this is a concern for the future of the company. Bart Robinson, chief revenue officer at Crane expressed frustration about Crane’s current standing, “We really think there’s a great opportunity to expand. We have a rich history, but we’ve been doing the same thing for a long, long time, and we’ve been put in a box.” Chief product officer, Paul Thorogood echoed a similar statement, “In 1801, it was a disrupter … why can’t we go back to that? Why can’t we shake off the chains that we’ve put around ourselves?” Although Crane has an incredibly strong product, its disruption should come in the form of a strong luxury marketing strategy in a place where it can no longer rest on its laurels.


  1. Crane’s Early All-American History
    1. Early Innovation
    2. Entrance into Fine Stationery
    3. Currency Grows as Stationery Declines
    4. The Last Ten Years: Separations, Acquitions and Buyouts
  2. Brand Strategy
    1. Product Assortment
    2. Print and Production Procceses
    3. Pricing, Boxed and Custom Orders
    4. Communications & Advertising
  3. Competitive Environment
    1. Perception
  4. My Recommendations
    1. Selling Timelessness
    2. Heritage and Sustainability
    3. Digital Marketing Strategy
    4. Strategic Sales and Social Groups
    5. Predictions

May 2018

Customer Project Management and Acquisition in Online Stationery Sales

In the greeting cards and stationery industry, a stationery store places itself to not only act as a retail store but a design company that handles many different aspects of guest communications. This document focuses on those efforts from the needs and viewpoints of the customers who will have to actively use collaboration tools that are new to them while building a system that allows employees to navigate client projects and stages internally. With limited time to teach users how to operate these project management tools, an intuitive and simple interface that offers the necessary features to communicate with the company is critical.

In regard to acquiring and retaining customers, social media network marketing plays a huge role in targeting core demographics. A variety of strategies is recommended including individual listening, social customer relationship management, and personalized information broadcasting to appeal to core demographic and customers. These strategies will play a role in implementing successful earned and paid social media promotions as well as word-of-mouth marketing plans.


  1. Understanding and Attracting Customers
    1. Individual Listening Using Social Media
    2. Lead Forms as Engaging, Collaborative Content
  2. Virtual Project Management for E-Commerce
    1. Virtual Collaboration Tools for Establishing Relationships
    2. Project Management Dashboards for Customers
  3. Customer Retention
    1. Social Customer Relationship Management and Information Broadcasting
  4. Summary