FAVORITE QUOTE
“There is nothing so useless as doing efficiently that which should not be done at all.”
- Peter Drucker
Eric Wellman
Strategy & Operations | Consulting Partner
Strategy and transformation expert aligning Hoshin Kanri, data analytics, and executive facilitation to enable change and convert strategy into execution.
Core Professional Info
Full Name:
Eric Wellman
Industries Served
Industries served: Insurance (health, property & casualty, group benefits), insurance agencies/brokers, and healthcare delivery
Brief Career Summary
Eric Wellman is a strategy and process transformation leader with deep experience in insurance and healthcare. He partners with leaders and frontline teams to align strategy with execution through Lean process optimization, KPI design, and practical facilitation. Known for simplifying complex work and building internal capability, Eric helps organizations achieve measurable results that last.
Credentials
MBA; Lean Six Sigma Black Belt; Non-Profit Management Certification
Deep expertise in process optimization, operational excellence, and service delivery improvement
Proven facilitator of executive strategy sessions, Kaizen workshops, and cross-functional improvement efforts
Experienced designer and instructor of Lean Six Sigma and change management training programs, supported by strong data, KPI, and performance management capabilities
Achievements
Delivered major operational improvements resulting in scalable, enterprise-level impact across the insurance and healthcare sectors.
Achieved $25M in annual savings for a major health insurer through targeted process optimization.
Improved call center performance, generating over $15M in yearly savings through redesign and efficiency gains.
Redefined a telehealth onboarding workflow, reducing time-to-patient engagement by ~33% and improving care accessibility.
Led a large-scale COVID-19 testing operation, managing complex logistics and high-volume execution.
Designed and implemented Lean Six Sigma training programs that have trained thousands of employees, building long-term organizational capability.
Personal Brand/ Approach
Eric’s personal brand is grounded in being a true partner and a creative problem solver with a confident, disciplined approach. He builds trust quickly by listening first, working side-by-side with teams, and asking the right questions to get to the real issues. Known for simplifying complexity, Eric helps organizations turn ambiguity into clear priorities and decisive action, combining analytical rigor with an approachable, engaging style. Just as important, he brings people along—teaching the tools and thinking behind process improvement so teams build lasting capability and a continuous improvement culture that endures well beyond the engagement.
What Others Say
Clients consistently recognize Eric for delivering meaningful results while working effectively at every level of the organization. Senior leaders credit his ability to eliminate waste, streamline operations, and create new operational capacity—driving millions of dollars in value through disciplined process improvement. Executives highlight his rare combination of strategic perspective, data analytics expertise, and clear communication, noting his ability to surface progress and roadblocks with purpose and tact. Process improvement leaders describe Eric as a compelling facilitator who turns skeptics into believers, pairing technical depth with an engaging, collaborative style that builds lasting momentum and trust.
Testimonials
"I have received wonderful feedback on Eric's project work this year. By eliminating waste and streamlining operations to create new operational capacity, Eric has delivered millions of dollars in value to our company."
- Senior leader, health insurance company
"What I appreciate about Eric is his ability to work with people at all levels in the company. He sees the big picture strategically and has an innate ability to communicate progress and roadblocks to management. He is tactful with purpose, and combined with his technical abilities in data analytics, made a great partner."
- Jason Martin, CEO Everstead Health
"Eric possesses an effective communications and facilitation skillset that will convert anyone who is dismissive of the value of process improvement methods to become believers and followers of the movement. He has the continuous improvement “it factor” and I would work with Eric in any capacity."
- Adam Blaszko, Master Black Belt
Skills & Expertise
Strategy development and Hoshin Kanri deployment
KPI design, performance management, and data analysis
Lean process optimization and root cause analysis
Process mapping and workflow redesign
Kaizen and executive-level facilitation
Lean Six Sigma training and capability building