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© Horwath HTL 2013 Sales, Marketing, Revenue Management and E-Commerce Project Case Studies, Outline of Experience and References

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© Horwath HTL 2013

Sales, Marketing, Revenue Management

and E-Commerce

Project Case Studies, Outline of

Experience and References

Business Sector: Business Sector: Business Sector: Business Sector: Sales, Marketing, Revenue Management & ESales, Marketing, Revenue Management & ESales, Marketing, Revenue Management & ESales, Marketing, Revenue Management & E----Commerce Commerce Commerce Commerce

Project Case StudiesProject Case StudiesProject Case StudiesProject Case Studies---- AAAAugustugustugustugust 2013201320132013

Page 2 of 14 2013 © Horwath HTL August 2013

Main Activities & Responsibilities:

Provided specialized Hotel Asset Management,

Consultancy and/or Advisory Services within the

hospitality specialty area of Sales, Marketing, Revenue

Management & E-Commerce/On-line Marketing

including Social Media. Offered diagnostic services to

guide hotel owners, internal and 3rd party asset

managers, individual owners, third party management

companies and brands for all hotel sizes and types.

References include Upscale, Upper Upscale and Luxury

segments from small luxury and boutique hotels and

resorts to convention hotels. Comprehension of all

major Brand systems, tools and reporting, including:

Hilton, Starwood, Hyatt, IHG, Wyndham, Sonesta,

Radisson, and others. Knowledgeable of all US

Markets, Canada, Mexico Resort Markets and

Caribbean; including experience in Moscow, Russia

and Seoul, South Korea.

Please note: The two key Principals in Horwath’s

Altanta Marietta North office and Phoenix Scottsdale

Office were involved in all these projects; but under the

entities of JR Hospitality Consulting LLC, PG Hospitality

Consulting LLC, or JRPG Hospitality Consulting LLC as

noted. Principals Julie Reigle and Pam Grayboff were

sole proprieters or members in the above LLC’s and

joined Horwath HTL in March, 2013. JRPG Hospitality

Consulting, LLC is dba Horwath HTL on new

projects/assignments.

Reference Projects

2009- Present

3

3 of 14

Scope of Work:

Description of Project:

Intial engagement was to review 4 strategic assets; regarding

pricing and positioning. Inital work led to active Asset

Management retainer on NYC hotel and South Bay Los Angeles

Hotel.

Assist Asset Management and Advisory Service with guidance

for a small boutique hotel under 100 guest rooms (50% mix of

suites) to improve market share and web presence. Our role is

as an active Asset Management role, with input and direction to

the property.

Project Status:

Project initiated in September, 2012 with

assessment/development of issues to be addressed. JRPG hired

full time in December, 2013; currently engaged with monthly

Sales, Marketing and RM Asset Management retainer.

Below are results after 8 months of engagement; through July,

2013, YTD.

New YorkNew YorkNew YorkNew York City, USACity, USACity, USACity, USA

Reference Projects

2009- Present

4

4 of 14

Scope of Work:

Selected by Ownership and approved by Operator to

review Group Sales efforts for two large convention

hotels. Subject #1 over 1,000 rooms and Subject #2

over 1,500 rooms

Description of Project:

Each assessment including a week on-site; plus pre-

work and post-visit analysis. Areas of concentration

were: Strategic Sales & Marketing Plan and quarterly

Sales Action Plans; Booking Pace; Personnel

Management including Training, Meetings,

Engagement and Guest Service; Sales Activities of

the Group Sales Team, Global Sale Office

Production/Engagement; Sales Automation,

Administration and Procedures; Marketing,

Advertising & PR for group markets; and Reporting.

Project Status:

Completed in July and August, 2013.

Recommendations for Subject #1 included

significant redeployment of sales managers to focus

on mid-size (35-250 peak night) meetings after

analysis of 8,100 plus leads in 18 ½ month period

preceding visit. In addition, Horwath HTL provided

feedback on issues with customer engagement by

the sales team, need for current and enhanced

selling tools and training, recommendations on a

tactical Public Relations plan for a convention hotel

and deployment against strategic states with higher

than average conversion rates.

Recommendations for Subject #2 included an

analysis of the reduction of Global Sales Office leads

during review of 5,100 leads, focusing in on the

decline by several Key Accounts, need for sales

training, and opportunities for Electronic Selling

tools and small meetings collateral.

SouthwestSouthwestSouthwestSouthwest---- USAUSAUSAUSA

Reference Projects

2009- Present

5

5 of 14

WWWWest Side Los Angeles, Californiaest Side Los Angeles, Californiaest Side Los Angeles, Californiaest Side Los Angeles, California---- USAUSAUSAUSA

Scope of Work:

Assisted recently opened struggling luxury

lifestyle Starwood branded/managed hotel in

West LA with respositioning and assessments.

Description of Project:

Conducted Assessments for Sales, Marketing, RM,

On-line Marketing, Catering and Convention

Services compontents.

Project Status:

Work completed resulted in retainer work and a

second project with ownership for a 500 room

upscale branded hotel in a major metro market.

Recommendations led to ownership purchasing an

automated RM system.

WestWestWestWest Coast Coast Coast Coast ---- USAUSAUSAUSA

Scope of Work:

Assisted Hyatt with a brand managed asset with

repositioning and conducted two assessments;

including RM and Sales & Marketing, in 10/2011.

Description of Project:

Collaborated with Corporate S & M and RM Brand

team to provide recommendaitos on re-positioning

strategies, RM, e-Commerce, and identificaiton of

True Comp Set.

Project Status:

Realized eight months post assessment with full

implementation of strategic action plans. Results at

the end of Q2 2012 resulted in an increase in

market share by 18% over STLY and total group and

transient room revenue up over $1.1M. YTD June

2012, overall occupancy up 780 bps over 2011.

Reference Projects

2009- Present

6

6 of 14

Dallas, TexasDallas, TexasDallas, TexasDallas, Texas---- USAUSAUSAUSA

Scope of Work:

We were awarded this project on short notice

that required a 72 hour turnaround.

Quick Distribution project, for an

independent hotel that had just changed

representation services/GDS connectivity and

thought something was “wrong with their

set-up. Hotel was at YTD 47.4% RevPAR

Index; and dropping quickly in the weekly

STR Data.

Description of Project:

Completed competitive assessment of

pricing and rate plan/packaging availability

audit on all channels with issues outlined

and recommendations.

Project Status:

Realized at the end of implementation of

recommendations, hotel’s running three

month STR trend, 4 months later following

the assessment, improved RevPAR index by

27.5% against comp set.

Reference Projects

2009- Present

7

7 of 14

Scope of Work:

Big Box Look Under the Hood Assessments of

two Luxury Hotels in the Chicago market with

each assessment including a week on-site; plus

pre-work and post-visit analysis.

Description of Project:

Areas of concentration included: Positioning;

Personnel Management including Training,

Meetings, Engagement and Guest Service; Sales

and Reservation Tools and Programs; Effective

Group Sales, Catering Sales and Transient

Revenue Growth; Global Sale Office

Production/Engagement including Negotiated

BT, OTA & Wholesale accounts; Effective RM and

On-Line Presence; Strategic Action Plans; and

Sales Automation, Administration and

Procedures.

Project Status:

Compled in April and June, 2013.

Finalized 83 page assessment for Subject #1

with recommendations focused on

implementation of Catering Measurement tools;

potential upside in ICW/Affiliate Convention

Revenue; website conversion and Rooms

Merchandising. Subject #2 was more focused

on providing a road map for new DOSM;

including Staffing; delination of duties for

Reservations/RM and E-commerce regarding

on-line content; email marketing focus and

SEO; and an evaluation of the vanity website.

ChicagoChicagoChicagoChicago, , , , ILILILIL---- USAUSAUSAUSA

Reference Projects

2009- Present

8

8 of 14

Playa del CarmenPlaya del CarmenPlaya del CarmenPlaya del Carmen---- MexicoMexicoMexicoMexico

Scope of Work:

Small room independent resort under 125 rooms in

Playa Del Carmen, Mexico was purchased by US

based inventors and needed assistance with

automation and overall marketing and distribution

strategies. Conducted WEB/IBE Competitive

Analysis.

Description of Project:

No web IBE (Internet Booking Engine); request only

basis for reservations. No GDS connectivity. No OTA

presence. High cost for distribution –total cost of

$600K – or 20%. Project included efforts to

re-channel approximately 8,500 room

nights/$1.5M with as little impact as possible on

occupancy. To further complicate the

modernization, after almost 25 years the resort had

to change names due to trademark issues;

therefore, needed a new web address/redirect.

Project Status:

Realized in twelve months:

2010: 6,087 net room nights delivered; $219.95

ADR/$1.3M; PPC spend of $27,000 delivered a

17.62 PPC ROAS (Return on Advertising Spend)

2011 – 6,902 net room nights delivered; $248.32

ADR/$1.7M; PPC spend of $32,000 delivered a

13.20 PPC ROAS. Reduced cost of delivery to 2%

(excludes PPC) on non-TA rooms. Added presence

on OTA’s, Trip Advisor, and Social Media.

NOTE: This project has become active again, in

summer, 2013, with re-positioning of the Resort

from 3 to 4 Stars in 2015 following re-opening

from significant renovations and mergering with an

adjacent hotel parcel.

Reference Projects

2009- Present

9

9 of 14

SeoulSeoulSeoulSeoul---- South KoreaSouth KoreaSouth KoreaSouth Korea

Scope of Work:

Subcontracted by an Advisory Firm to provide

insight into North America best practices and

methodologies for effective Revenue Management.

Description of Project:

Applied Six Sigma principles to communicate the

Revenue Management cornerstones of Forecasting

Accuracy, Optimal Mix Management, Pricing

Strategy, and Sell-Out Management to help client

with designing infrastructure for future growth

strategy.

Project Status:

Completed May, 2010.

New OrleansNew OrleansNew OrleansNew Orleans---- USAUSAUSAUSA

Scope of Work:

Provided guidance to a small management

company with conversion and pre-opening

support for two Hyatt Places.

Description of Project:

Provided pre-planning and resources to execute

on-site Sales Blitz Services as part of transition

services. Guided management company on

development of strategic action plans and

recommendations for converting the two hotels

to Hyatt brand.

Project Status:

Completed April, 2012.

Reference Projects

2009- Present

10

10 of 14

St.Louis, Missouri St.Louis, Missouri St.Louis, Missouri St.Louis, Missouri ---- USAUSAUSAUSA

Tucson, Arizona Tucson, Arizona Tucson, Arizona Tucson, Arizona ---- USAUSAUSAUSA

Milwaukee, WisconsinMilwaukee, WisconsinMilwaukee, WisconsinMilwaukee, Wisconsin---- USAUSAUSAUSA

Albuquerque, Albuquerque, Albuquerque, Albuquerque, New MexicoNew MexicoNew MexicoNew Mexico---- USAUSAUSAUSA

Palm Springs, California, USAPalm Springs, California, USAPalm Springs, California, USAPalm Springs, California, USA

New York CityNew York CityNew York CityNew York City, New York, New York, New York, New York---- USAUSAUSAUSA

Vancouver, British Columbia, CanadaVancouver, British Columbia, CanadaVancouver, British Columbia, CanadaVancouver, British Columbia, Canada

Scope of Work:

Develop numerous sales incentive and equitable

and fair goal setting programs for a variety of

North America hotels and resorts.

Description of Project:

The intent was to provide customized industry

standard tools for equitable and fair goal setting as

way of motivating and rewarding individual/team

members for outstanding performance.

Project Status:

Completed tailored individual incentive plans for a

cross section of property based sales positions

including Director of Sales & Marketing, IBT Sales

Manager, Director of Revenue Management, Sales &

Catering Managers, Director of

Convention/Conference Services, etc. In all,

completed plans for three separate

operating/management companies.

Reference Projects

2009- Present

11

11 of 14

Scope of Work:

Provided sales, marketing and revenue

management asset management services at a

small beach front resort with fractional

residences and mountainside casonas.

Description of Project:

Guided the revenue management and

distribution strategies with weekly presence

on RM calls for the Luxury hotel that had

opened in a down economy, strong

competition from existing market players.

Resort had inconsistent Rooms

Merchandising – different web/GDS inventory

for resort rooms and residential units. Lacked

understanding the seasonality of the market

and the ability to offer rate products (i.e.

LTO’s – Limited Time Offers) to enhance

occupancy.

Project Status:

Engaged from October 2009 until August,

2012.

Los CabosLos CabosLos CabosLos Cabos---- MexicoMexicoMexicoMexico

Reference Projects

2009- Present

12

12 of 14

Scope of Work:

Provided Sales, Marketing and Revenue

Management on-site assessments for

Institutional ownership with internal Asset

Management team. Assessments provide Asset

Management team with game plan for the next

six months.

Description of Project:

On-site work at 8 hotels; each with separate

needs; worked with Hyatt Brand management,

Starwood Brand Management and 3 separate

3rd party management companies during

course of work. Also supported Asset

Management on 4 Marriott products; Hyatt work

included 4 months additional work/property

visits.

Project Status:

Completed between September, 2011 and July,

2012.

Greater Washington DC Metro MarketGreater Washington DC Metro MarketGreater Washington DC Metro MarketGreater Washington DC Metro Market---- USAUSAUSAUSA

Four Points, Hyatt, 2 Westin’s, 2 Sheraton’Four Points, Hyatt, 2 Westin’s, 2 Sheraton’Four Points, Hyatt, 2 Westin’s, 2 Sheraton’Four Points, Hyatt, 2 Westin’s, 2 Sheraton’s, 2 Hilton’s s, 2 Hilton’s s, 2 Hilton’s s, 2 Hilton’s

Reference Projects

2009- Present

13

13 of 14

SoutheastSoutheastSoutheastSoutheast---- Big Box HotelBig Box HotelBig Box HotelBig Box Hotel---- USAUSAUSAUSA

Scope of Work:

Initial scope started in April 2012 with initial

review and interpretation on Brand Reports for

monthly critique including talking points for

internal Asset Management team; and led to

on-site work. Our current role is that of

Advisory and Consultancy on Sales, Marketing,

RM, eCommerce and Catering/Convention

Services.

Description of Project:

On-site work occured in October, 2012 with Big

Box Assessment of Group Sales effort, RM and

Catering/Convention Services; including

productivity and staffing analysis. Since initial

engagement, the retainer work has included an

expanded scope in 2013. Services have

matured to monthly Sales, Marketing and Asset

Mangement retainer; responsibilities include

periodic participation in RM/Sales Strategy calls

and on-line Marketing calls with Brand; review

monthly reports, and provide commentary to

internal Asset Manager. In addition, JRPG

partcipates in on-site Quarterly Owner’s

meetings.

Project Status:

Results in 7 months, since retainer engagement:

Reference Projects

2009- Present

14

14 of 14

RRRReferences Available Upon Requesteferences Available Upon Requesteferences Available Upon Requesteferences Available Upon Request

Julie A. Reigle, Principal

HORWATH HTL USA

8557 East Rowel Road

Scottsdale, AZ 85255

Office: 480 699-7344

Mobile: 480 216-1569

[email protected]

http://www.horwathhtl.com/usa Skype: jareigle

Pam Grayboff, Principal

HORWATH HTL USA

2296 Snug Harbor NE

Marietta, GA 30066

Office: 770-429-8372

Mobile: 770-429-8441

[email protected]

http://www.horwathhtl.com/usa

Skype: pam.grayboff