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Helen Morgan

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Helen Morgan

About Helen Morgan

Strategic Positioning Specialist with Business Improvement Focus

Helen has worked for over 25 years promoting and improving businesses. She started out as a copywriter and art director in the advertising industry, producing branding and campaign strategy collateral for a wide variety of medium and larger businesses including Philips (Sound and Kitchen Appliances), Suncorp, AMP, the Coffee Club, Queensland Teacher’s Credit Union and Cut Price Deli.

Helen’s advertising career led to a segway into a dot com startup in 1998 that invented the world’s first one-to-many, targeted, trackable email marketing tool. It was adopted by the CEOs and CMOs of global Fortune 500 companies such as Gartner, CBA, Universal Studios USA, FedEx and Warner Vision. At the dawning of the internet era, they were looking for a marketing edge and automated, data-driven marketing linked to e-commerce, leading to major business process transformation, was just on the horizon.

This experience taught Helen an indelible lesson in business that changed her career trajectory:

No matter how expert and passionate your team, no matter how “leading edge” your product, and no matter how ample your funding, a failure to astutely position your offering and successfully connect it to the right target market; carefully designing every aspect of your product, brand and operations in support of that position, is to take an unacceptable level of risk with your business. Businesses must be engineered “outward in”; with market need fully scoped, quantified, and driving all business decisions. Products must be specified, built and manufactured as a direct response to well researched customer need.

Helen has extensive, hands-on experience implementing strategy across systems, procedures and processes, HR practices, logistics and delivery; always driven from the market (customer) perspective.

Following her executive management career, Helen has worked in consulting and business advisory for 5 years, and helped many startups and SMEs recalibrate their position with great financial success. Her personal experience as a business owner has also resonated with clients.

Helen’s business philosophy centres around:

  • Attracting the clients who want you for what you do best (Position)
  • Aligning communications, behaviours, structure, systems, technologies, models and KPIs support that (Brand)
  • Culture and people are suited to the mission; trained in what this means in their everyday activities
  • Ensuring the funding path/mode is understood so that businesses do not over or under-reach
  • Ensuring that performance management, communications and governance frameworks include feedback mechanisms that maintain customer responsiveness.

Capabilities and Specialisations

Specialisations include:

  • Positioning (Consulting, customer/market research and workshops)
  • Brand development
  • Customer Journey Mapping
  • Strategic marketing advisory and team mentoring
  • Marketing audit
  • Production process mapping
  • Marketing, Sales and Call Centre department structuring and resourcing
  • Creative production resourcing

Some Successful Projects

  • UNSW Global: UNSW Global, a wholly owned subsidiary of UNSW, had for 30 years delivered a premium, annual, international benchmarking assessment for schools, years 2-12. Over the 5 years prior to a strategic review project, the product experienced some sales slippage. It was felt the decline might have occurred because the product might be becoming less relevant to educators. Through a former consultancy Helen worked with a team to conduct comprehensive international research (6 countries) that revealed the product was more relevant than ever; it was simply that it’s unique differentiators were not being pinpoint-targeted to the customers who would most appreciate its value (positioning). The global rollout plan was delivered via two Sales Training sessions (Istanbul and Sydney) for the international Sales Directors of the distributor, Macmillan Education, for implementation from July 2017. The repositioning resulted in 3% sales growth in the Australian market at the time of completion of the project, prior to the global rollout kick off.
  • Tritium: Helen assisted a Brisbane-based engineering startup to segment, target, and position themselves effectively within their most lucrative market such that they were able to focus effort on winning a $3m supply deal with a major player in electric vehicle charging infrastructure in the USA. (Chargepoint). The clarity and focus that resulted from this work established the “proof of product” required to help them grow into a $10m business within 1.5 years, and they continue to grow. Tritium are now a recognised global leader in fast charging technology.
  • Department of Public Works, Qld Government: Working with her executive team, Helen led strategic and operational planning to effect a major repositioning that took the DPW Sales and Distribution Service (SDS) from $43m to $70m in revenue within 3 years. During this time Helen’s team won a $22m supply tender (extended to a value of around $150m over 4 years) executed a rebrand and engaged in extensive change management across the organisation to help it evolve from “operations-focused” to “market-focused”.

Industry Experience

CONSTRUCTION

  • Residential and light commercial construction
  • Large scale construction
  • Construction supply industries: wayfinding/signage, earthmoving aftermarket, HVAC, architecture and interior design

ENGINEERING

  • Civil engineering and town planning
  • Specialist engineering (metallurgical fault and fracture, ecological engineering)

EDUCATION

  • Vocational education (Qantm)
  • Furniture, specialist and general merchandise supply to schools, state and private
  • Annual academic benchmarking exams/products for K-12 (global research)

NOT FOR PROFIT

  • NDS Tasmania
  • Epic Assist
  • Campbell Page
  • Cancer Council Queensland
  • LifeFlight (formerly Careflight) – aeromedical

FINANCE

  • Banking (Suncorp)
  • Financial planning software

ECO BUSINESSES & RENEWABLES

  • Microalgae production and algae products
  • Electric vehicles and electric vehicle fast charging
  • Mining remediation
  • Aquaculture and gourmet seafood farming and logistics

OTHER

  • Startups including software and technology
  • Online aggregators (business models that centre around aggregating all offers in a particular category available at one online destination)
  • Advertising, Branding and Creative Communications Design
  • Legal and Expert opinion
  • Logistics and warehousing
  • Hospitality (restaurants/clubs/tourism)
  • Government – corporate communications (executive) and business unit marketing

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