💬 Consultancy

    Includes contracted projects, advisory sessions and studies carried out as Director of the Center for Knowledge Systems 1990-2015 in which I participated as Project Leader and/or Senior Consultant; as well as those carried out as independent consultant from 2015 onwards.


    ADIAT (Applied Research and Technology Development Directors Association) (Mexico City, Mexico)

    Project: Value Practices of Technology Management in Mexico

    Client: CONACyT (National Council of Science and Technology) and ADIAT

    Duration: June 2004 – December 2004

    Descripción: Technical framework, field survey, datana analysis, report publication

    Role: General coordinator


    AITA-CITE (Alicante and Mondragon, Spain)

    Consultancy: Spanish Knowledge Cities Promotion and Networking

    Client: AITA-CITE and MIK

    Duration: September 2006

    Description: Itinerant roundtables with core local agents over five spanish cities: Alicante, Madrid, Barcelona, Zaragoza, and Bilbao

    Role: Guest project manager, senior consultant and facilitator.


    Spain’s KBD initiatives

    Client: AITA-CITE

    Duration: May 2009 – June 2009

    Description: High-level advisory meetings on current KBD initiatives trhough Spain, including the cities of Ibi, Alicante, Elche, Valencia, Madrid and Caceres.

    Role: Guest senior consultant and facilitator.


    Aeromexico (Mexico City, Mexico)

    Project: Knowledge Management System for Aeroméxico

    Client: Aeroméxico

    Duration: November 1999 – April 2000

    Descripción: Mapping and alignement of the company’s value universe and development of knowledge-based strategies

    Role: Project manager and senior consultant.


    Bancomer (Mexico City, Mexico)

    Project: Bancomer University

    Client: Grupo Financiero Bancomer

    Duration: September 1992 – December 1993

    Descripción: Design and deployment of a Corporate University Scheme as the basis for the Nueva Sucursal Bancomer program

    Role: Project manager and senior consultant.


    Banorte (Mexico City and Monterrey, Mexico)

    Project 1: Personnel Develoment System

    Client: BANORTE Financial Group

    Duration: January 1994 – January 1995

    Description: Development of core competencies for commercial banking branches transformation along bundle sale, team leadership and self-managed learning

    Role: Project manager and senior consultant.

    Proyect 2:  Personnel Develoment System 2

    Client: BANORTE Financial Group

    Duration: February 1995 – February 1996

    Descripción: Development of generic skills related to critical technical competencies in the new BANORTE context. Aimed at unleashing a self-managed learning process enabling a performance as business unit leader

    Role: Senior consultant.

    Project 3: Empowerment Program: Banorte Leadership Development

    Client: BANORTE Financial Group

    Duration: February 1996 – September 1996

    Description: BANORTE Leadership Program at Management and Control Directorate México

    Role:  Senior consultant.


    Caldas Province and Manizales Municipality (Manizales, Colombia)

    Consultancy: Manizales-Caldas: Towards a Knowledge City-Region

    Client: Caldas Province Government and Manizales Muncipality

    Duration: May 2006 – April 2011

    Descripción: Strategic advisory on the KBD of Manizales-Caldas through the implementation of the Capitals System

    Role: Senior international advisor.


    Cervecería Cuauhtemoc Moctezuma (Guadalajara, Mexico)

    Project: Supervisor Development at Guadalajara Brewing Plant

    Client: Cervecería Cuahtémoc Moctezuma

    Duration: March 1994 – July 1994

    Descripción: Participatory attitude modification and new competency profile development with bottling supervisors.

    Role: Senior consultant.


    Coca-Cola Company (Atlanta, USA)

    Project: Latin America Bottlers Learning Conference: Coca Cola´s Learning Strategy

    Client: Coca-Cola Company, FEMSA

    Duration: January 1997 – February 1997

    Description: Latin America Bottlers Conference codesign and process facilitation, centered on launching the Coca-Cola corporate learning strategy

    Role: Senior advisor.


    Colciencias (Bogota, Colombia)

    Project: High-level Training Program in Science, Technology and Innovation Management (PFANGCTI). Co-desing and Facilitation of second of two parts: KBD and Knowledge Cities.

    Client: Colciencias / Universidad del Rosario / LASPAU

    Duration: July 2005 – June 2006

    Description: International trining program for Latin American university presidents and rectors with 4 international modules in Bogota, San Diego, Sao Paulo and Bogota

    Role: Section manager and facilitator.


    Conductores Monterrey (Monterrey, Mexico)

    Project: Managerial function development Phase I: Career and Life Workshop

    Client: Conductores Monterrey

    Duration: July 2000 – September 2000

    Description: Profesionalization of managenrial function through three intervention phases

    Role: Senior advisor.


    CONOCER (Mexico City, Mexico)

    Project 1: Technical assessment foundations for CONOCER’ Quality System

    Client: Labour Competency Normalization and Certification National Council (CONOCER)

    Duration: October 1996 – December 1997

    Description: Conceptual and axiological CONOCER foundations. Integrated version of critical proceses quality indicators. Development and internal validation of the Quality Manual

    Role: Project manager and senior consultant.

    Project 2: Functional Analysis and Labour Competency Technical Norm workshop.

    Client: Labour Competency Normalization and Certification National Council (CONOCER)

    Duration: June 1997 – December 1997

    Description: Joint design for designing learning materials for the Functional Analysys and Labour Competency Technical Norm workshops.

    Role: Senior consultant.

    Project 3: Conceptual design of the organizational information system (in association with EDS Mexico).

    Client: Labour Competency Normalization and Certification National Council (CONOCER)

    Duration: February 1998 – April 1998

    Description: Basic funtionality, digital platform and technical -operational factibility.

    Role: Senior advisor.


    EDS (Mexico City, Mexico)

    Project 1: World-class Manufacturing Engineers, First Generation

    Client: EDS Mexico

    Duration: February 1995 – May 1996

    Description: Self-managed learning system for IT engineers´ specialization into manufacturing business. Participants were in seven cities across the country, consolidated thourgh an online work and learn network

    Role: Project manager and senior consultant.

    Project 2: World-class Manufacturing Engineers, Second Generation

    Client: EDS México

    Duration: October 1996 – October 1997

    Description: Self-managed learning system for IT engineers´ specialization into manufacturing business. Participants were in seven cities across the country, consolidated thourgh an online work and learn network

     Role: Senior advisor.

    Project 3: EDS, A Learning Organization

    Client: EDS México

    Duration: January 1998 – January 1999

    Description: Adult, de-schooled and work-oriented educational model as part of EDS organizational development

    Role: Senior consultant.

    Project 4: EDS Knowledge System

    Client: EDS México

    Duration: January 1999 – February 2000

    Description: Organizational Knowledge System development based on organizational strategy. KM Core Team alignment. EDS Value System and Capital System operationalization and strategic gap analysis. Knowledge support system design and implementation

    Role: Project manager and senior consultant


    ESFOR / San Salvador Municipality (San Salvador, El Salvador)

    Consultancy: International consultation on KBD and Knowledge Cities

    Client: ESFOR (Escuela de Formación Integral) and San Salvador Municipality

    Duration: July 2016

    Description: Roundtables and advisory sessions with key agents from government, industry, academia and media

    Role: Senior international consultant.


    European Commission (Brussels, Belgium)

    Studies: Growth and Scalability of eLegislation. Impacts and Benefits of eLegislation (led by EP & Associates)

    Client: European Commission DG Information Society and Media

    Duration: January 2008 – December 2008

    Description: Manager for Knowledge Cities Research and Evaluation Section

    Role: Associate senior international consultant.


    Phosboucraa Foundation (Laayoune, Western Sahara)

    Consultancy: International consultation on KBD

    Client: Phosboucraa Foundation and PUCA, France

    Duration: October 2019

    Description: Advisory sessions with key agents and speaker at City of Challenges Forum

    Role: Senior international advisor.


    Guanajuato State Government (Guanajuato, Mexico)

    Project: Educational Model for High School Curriculum Development in the State of Guanajuato

    Client: Guanajuato State Government Department of Education

    Duration: April 2000 – December 2000

    Description: Educational Model for intensive Technical High School curriculum design in dual open and schooling formats

    Role: Senior consultant.


    Gamesa (Monterrey, Mexico)

    Project: KM Corporate Strategy

    Client: GAMESA

    Duration: September 2001 – December 2001

    Description: Core Corporate KM Team alignement based on the CKS model Facilitation of the corporate Capital System and general deployment plan

    Role: Project manager and senior consultant.


    Hebron Municipality (Hebron, Palestine)

    Consultancy: Knowledge City Roadmap

    Client: Hebron Municipality / Arab Town Organization / German Palestinian Development Cooperation

    Duration: June 2012 – June 2012

    Description: High-level advisory sessions, workshop, and keynote address regarding knowledge city prospects for Hebron

    Role: Senior international advisor


    IBM (Guadalajara, Mexico)

    Project: IBM Education

    Client: IBM Mexico, El Salto Plant, Jalisco

    Duration: October 1996 – October 1997

    Description: Direct Staff Training for advanced manufacturing

    Role: Senior advisor.


    Institute of Management Technology (Ghaziabad, India)

    Consultancy: International Roundtable on Knowledge Management and Intelectual Capital Perspectives for India: ICKMIC2009

    Client: Institute of Management Technology, Ghaziabad

    Duration: September 2008 – February 2009

    Description: Advisory work to develop concept, design workshop, curate program, and select speakers. Report editing and publication

    Role: Senior international advisor and facilitator.


    Institute of Management Technology (Ghaziabad, India)

    Consultancy: AICTE Project on Developing a Framework for Flexible Knowledge Management Indices; consultation workshop

    Client: Institute of Management Technology, Ghaziabad

    Duration: January 2010 – April 2010

    Description: Advisory work to develop concept, design workshop, curate program, and select speakers. High-level advisory session

    Role: Senior international advisor and speaker.


    Inter-American Development Bank (BID) (Washington, USA)

    Consultancy: Knowledge Cities promotion throughout Latin America

    Client: División de Ciencia y Tecnología, Banco Interamericano de Desarrollo

    Duration: January 2010 – April 2010

    Description: High-level advisory and promotion of Knowledge Cities initiatives throughout the LAC region, including sponsorship of CISC/E100 2003 and KCWS 2007

    Role:  Senior international advisor.


    Instituto de Pesquisa Economica Aplicada (Brasilia, Brazil)

    Study: Knowledge Management and Public Administration

    Client: Instituto de Pesquisa Economica Aplicada (IPEA)

    Duration: August 2014 – March 2015

    Description: Compilation of KM for Public Administration in Mexico. High-level advisory session. International Symposium in Brasilia and joint book publication

    Role: Senior international advisor.


    ITU (Geneva, Switzerland)

    Project: Distance education technology training course

    Client: International Telecommunication Union (ITU)

    Duration: October 2000 – December 2000

    Description: Online design and deployment course on «Technology Use for Distance education» for the ITU Global Telecommunication Training Institute Instituto de Capacitación Globales de Telecomunicaciones (GTU/GTTI)

    Role: Senior advisor.


    Kellogg Foundation (Michigan, USA)

    Project: UNI Program: an initiative for health teachers

    Client: Kellog Foundation

    Duration: August 1998 – December 1998

    Description: Análisis of UNI assessment. Joint evaluation model design: criteria, categories, and indicators. Implementation plan

    Role: Senior international consultant.


    Legazpi Municipality (Basque Country, Spain)

    Project: Knowledge Based Development for Legazpi based on Capitals System

    Client: Legazpi Municipality / MIK

    Duration: June 2005 – February 2006

    Description: Technology transfer and in-residence staff training for Capitals System

    Role: Senior international consultant.


    Grupo MASECA (Monterrey, Mexico)

    Project: SAP training

    Client: Grupo Maseca

    Duration: January 1998 – April 1998

    Description: SAP training program for Maseca scholarship recipients

    Role: Senior advisor.


    Medellín: Towards a Knowledge City (Medellin, Colombia)

    Consultancy: High-level Advisory on Knowledge City perspectives for Medellín

    Client: Centro de Ciencia y Tecnología de Antioquía / Agencia de Educación Superior Sapiencia de la Alcaldía de Medellín

    Duration: July 2018 – October 2018

    Description: Series of advisory sessions with agencies engaged in the knowledge city initiative. Keynote at promotion event

    Role: Senior international advisor.


    Mexican Academy of Sciences (Mexico City, Mexico)

    Study: La Identificación, Capacitación y Motivación de los Recursos Humanos

    Client: Academia Mexicana de Ciencias

    Duration: March 1994 – July 1994

    Description: Study on Human Capital in Mexico as a component of the broader national inquiry «Aspectos Tecnológicos de la Modernización Industrial de México»

    Role: Senior researcher.


    Microsoft (Mexico City, Mexico)

    Project: Microsoft Exchange

    Client: Microsoft Mexico

    Duration: August 1999 – December 1999

    Description: Process consultancy for Exchange platform deployments

    Role: Senior advisor.


    Ministry of the Interior (Secretaría de Gobernación) (Mexico City, Mexico)

    Project: CEFERESO Matamoros

    Client: Secretaría de Gobernación

    Duration: January 1998 – May 1998

    Description: Learning Management program and Contingency Procedures Manual

    Role: Senior advisor.


    Ministry for Promotion (Madrid, Spain)

    Project: Templo Mayor

    Client: Ministerio de Fomento de España

    Duration: January 1997 – March 1997

    Description: Virtual world production for the archeological zone of Tenochtitlan Templo Mayor presented at InfoArquitectura 1997, Cd. De México

    Role: Senior advisor.


    Mir, Fox & Rodriguez (Houston, USA)

    Consultancy:   Roundtable: Knowledge Management in Today’s Business Environment

    Client: Mir, Fox & Rodriguez

    Duration: September 2012 – October 2012

    Description: Roundtable and individual advisory sessions for the Houston business community

    Role: Senior international advisor and keynote speaker.


    Mondragon Innovation and Knowledge (Basque Country, Spain)

    Project 1: Capital Systems Technology Transfer CKS-MIK

    Client: Grupo Mondragón, MIK Center

    Duration: September 2002 – December 2006

    Description: Collaboration agreement for technology transfer to MIK, staff training and exchange visits with high-level advisory sessions

    Role: Project manager and senior consultant.


    Motorola (Guadalajara, Mexico)

    Project 1: SPS Guadalajara communication process study

    Client: Motorola México, Guadalajara Plant

    Duration: July 1995 – August 1995

    Description: Comunication process diagnosis at SPS Guadalajara Plant

    Role: Senior advisor.

    Project 2: Business Unit Development for Chihuahua Plant

    Patrocinador: Motorola México, Chihuahua Plant

    Duración: August 2000 – December 2000

    Descripción: Co-facilitation of the transition process towards a business unit model at Planta Chihuahua

    Role: Senior advisor.


    Motorola University (Chicago, USA)

    Project 1: Simbolic vs semantic learning study

    Client: Motorola University

    Duration: July 1995 – January 1996

    Description: Impact assessment of symbolic vs semantic learning structuring

    Role: Project manager and senior consultant.

    Project 2: Benchmarking Course

    Client:  Motorola University

    Duration: January 1996 – May 1996

    Description: Cultural adaptation to Latin America of the Benchmarking instructional program

    Role: Senior advisor.


    Monterrey Museum (Monterrey, Mexico)

    Project 1: Retro Table

    Client: Museo de Monterrey

    Duration: May 1997 – December 1997

    Description: Virtual tridimensional world with stereoscopic vision in which the fisrt 20 years of the museum are interactively displayed

    Role: Senior advisor.

    Project 2: Museo de Monterrey Web Site

    Client: Museo de Monterrey

    Duration: Mayo 1997 – Mayo 2000

    Description: Web Site design and deployment

    Role: Senior advisor.

    Project 3:        Museo de Monterrey CD-ROM

    Client: Museo de Monterrey

    Duration: May 1997 – December 1997

    Description: CD-ROM design and publishing

    Role: Senior advisor.


    PEMEX (Mexico City, Mexico)

    Project 1: Comprehensive Profesional Development System, PEMEX-PEP, Propaedeutic Programs

    Client: PEMEX Exploración y Producción, Subdirección de Tecnología y Desarrollo Profesional

    Duration: May 1994 – November 1996

    Description: Critical competencies development for business and enterprise culture

    Role: Project manager and senior consultant.

    Project 2: Entrepreneurial culture al PEMEX Exploración y Producción: Additional certificate to Master courses at Tec de Monterrey, Monterrey Campus.

    Client: PEMEX Exploración y Producción, Gerencia Nacional de Recursos Humanos

    Duration: January 1997 – March 1998

    Description: Coordination of 30 PEP managers working for master programs at Monterrey Campus

    Role: Senior advisor.

    Project 3: Career and Professional Development Plans, PEP-Región Marina Suroeste

    Client: PEMEX Exploración y Producción, Región Marina Suroeste, Subdirección Regional

    Duration: August 1997 – October 1997

    Description: Career and Professional Development Plans codesing and implementation for Región Marina Suroeste

    Role: Senior consultant.

    Project 4: Human Capital Management: A Strategic Imperative, Basic Level.

    Client: PEMEX Exploración y Producción, Gerencia Nacional de Recursos Humanos

    Duration: March 1997 – February 1998

    Description: Customized learning sistem for Gerencia de Recursos Humanos de PEMEX Exploración y Producción

    Role: Senior advisor.

    Project 5: Workplace climate study

    Client: PEMEX Exploración y Producción, Región Marina Suroeste

    Duration: March 1998 – August 1998

    Description: Employee satisfaction model. Data acquisition instrument. Data collection, analysis, and reporting

    Role: Senior advisor.

    Project 6: Career Planning: Towards a Quality Enterprise

    Client: PEMEX Exploración y Producción, Región Marina Suroeste (RMSO)

    Duration: September 1997 – September 1997

    Description: Workshop on personal and organizational impact of professional and career develoment

    Role: Senior advisor.

    Projecto 7: Facilitators training for DNC (training needs detenction).

    Client: PEMEX Exploración y Producción, Región Marina Suroeste (RMSO)

    Duration:        Mayo 1998 – Julio 1998

    Description: Workshop to determine the 1999 Training Program for PEMEX RMSO

    Role: Senior advisor.

    Project 8: Training and Career Planning System for PEP-RMSO

    Client: PEMEX Exploración y Producción, Región Marina Suroeste

    Duration: August 1999 – December 2001

    Description: Technical support for regional technical training system and career plan design. Digital platform for both

    Role: Project manager and senior consultant.

    Project 9: Human Capital Management Diploma Course for RMSO

    Client: PEMEX Exploración y Producción, Subgerencia de Recursos Humanos

    Duration: April 2001 – August 2001

    Description: Theoretical and practical learning program with ongoing applications of each module, based on self-managed learning

    Role: Senior advisor and facilitator.

    Project 10:  KM Corporate Strategy for PEMEX

    Client: PEMEX Exploración y Producción

    Duration: May 2002 – June 2002

    Description: KM framework alignmement based on CKS Capital Systems method

    Role: Project manager and senior consultant.


    Polar Industries (Caracas and Valencia, Venezuela)

    Project 1: Intelectual Capital Management for Manufacturing Packaging Division

    Client: Empresas Polar, División de Empaque y Metalmecánica

    Duration: July 1996 – December 1997

    Description: IC technology transfer for developing internal capacity at División de Empaque y Metalmecánica del grupo industrial Empresas Polar

    Role: Project manager and senior consultant.

    Project 2: Knowledge Management

    Client: Empresas Polar, División Cervecera, Planta Cortijos

    Duration: November 1997 – December 1998

    Description: Work corporate culture development at Planta Cortijos

    Role: Senior consultant.

    Project 3: Communication Culture Change and Impact on Performance

    Client: Empresas Polar, Planta Los Cortijos

    Duration: February 1998 – January 1999

    Description: Communication culture change at Bottling Management

    Role: Senior advisor.

    Project 4: Facilitators Training

    Client: DEM, Empresas Polar

    Duration: May 1999 – December 1999

    Description: Andragogy-based facilitators training for CEFORME transformation into a learning organization

    Role: Senior advisor.

    Project 5: Competency Noarmalization and Certification

    Client: Metalgráfica, Empresas Polar

    Duration: May 1999 – July 1999

    Description: Attitude and values incorporation into corporate competencies scheme, and related assessment

    Role: Senior advisor.

    Project 6: Process Modelling Audit

    Client: Metalgráfica, Empresas Polar

    Duration: May 1999 – July 1999

    Description: Analisis and assesment of process modelling trhoughout the corporation

    Role: Senior advisor.

    Project 7: New CEFORME, for the División de Empaques y Metalmecánica del grupo POLAR

    Client: División de Empaques y Metalmecánica, Empresas Polar

    Duration: February 1999

    Description: Learning strategy and technology development

    Role: Senior advisor.

    Project 8: Learning Management: communication and knowledge

    Client: Planta Los Cortijos, Empresas Polar

    Duration: November 2000

    Descripción: Corporate deployment process workshop for communication and knowledge culture

    Role: Senior advisor.

    Project 9: Andragogic Workshop for cutural change and performance     

    Client: Planta Los Cortijos, Empresas Polar

    Duration: February 2002

    Description: Andragogic workshop and audit

    Role: Senior advisor.

    Project 10: Workforce Development Workshop

    Patrocinador: Planta Oriente de Cervecería Polar

    Duration: June 2002

    Description: Participatory union competency plan

    Role: Senior advisor.


    PROLEC (Monterrey, Mexico)

    Project 1: PROLEC KDS

    Patrocinador: PROLEC G.E., S. de R.L. de C.V.

    Duration: May 1999 – April 2000

    Description: Critical design competencies development for PROLEC function. Alignment to corporate strategy

    Role: Senior consultant.

    Project 2: Technical Assistance

    Client: PROLEC G.E., S. de R.L. de C.V.

    Duration:  May 2000 – December 2014

    Description: Advisory seat at the Technology Board for enterprise-wide competency system roll-out

    Role: Senior consultant.


    PUCA, Université Lille Nord de France (Paris, France)

    Consultancy: International consultation: Knowledge Economy, Cultural and University Planning

    Client: Plan Urbanisme Construction Architecture / Universite Lille Nord de France

    Duration: June 2011

    Description: International roundtable on urbanism in the knowledge economy

    Role: Senior international consultant.


    Randall’s (Houston, USA)

    Project: Management of Information System for Randall’s

    Client: Randall’s

    Duration: August 1997 – January 1998

    Description: Strategic Decision Support System and database

    Role: Senior advisor.


    RUALCA (Valencia, Venezuela)

    Project: Intrapreneurship development

    Client: RUALCA

    Duration:        August 1999 – December 1999

    Description:    Andragogic workshop for facilitators training and ORDIT method for process modelling

    Role:               Senior advisor.


    Sorbonne Université (Paris, France)

    Consultancy: International Summer School: European Capitals of the Future

    Client: University of Paris Sorbonne, Paris 4, Faculty of Geography and Planning, and International Network on Territorial Attractiveness, Competitiveness and the Knowledge Economy (INTACK)

    Duration: April 2015 – June 2016

    Description: Advisory work for program desing and execution. Keynote

    Role: Senior international consultant.


    Tec de Monterrey, Monterrey Campus (Monterrey, Mexico)

    Project 1: Writting skills course

    Client:  TRO Learning y Rectoría del Sistema

    Duration: August 1995 – April 1996

    Description: Remedial writing course development under the online PLATO platform.

    Role: Senior advisor.

    Project 2: New graduate dissertation scheme

    Client: Tec de Monterrey, Campus Monterrey, División de Computación, Información y Comunicación

    Duration: August 1995 – December 1998

    Description: Innovation Concept: idea through deployment process as unifying concept of the new graduate programs

    Role: Project manager and senior consultant.

    Project 3: Computer-assisted curriculum for remedial writing skills

    Client: Multimedia Fund for Tec de Monterrey, Campus Monterrey y División de Computación, Información y Comunicación

    Duration: January 1996 – June 1997

    Description: Acquisition and use multidisciplinary experience documentation of PCD3 programa as auditing tool. Existing libraries adpatation

    Role: Project manager and senior advisor.

    Project 4: Java

    Client: Multimedia Fund for Tec de Monterrey, Campus Monterrey

    Duration: January 1996 – December 1996

    Description: JAVA language use for interactive WWW pages. Java support website

    Role: Senior advisor.

    Project 5: Avatar Project, Universidades Abiertas de América Latina

    Client: Multimedia Fund for Tec de Monterrey, Campus Monterrey

    Duration: January 1996 – January 1998

    Description: Online Pilot course on Internet Technologies, with Tec de Monterrey accreditation

    Role: Senior advisor.

    Project 6:  Competencies Normalization and Certification

    Client: Tec de Monterrey, Campus Monterrey (January 1998 – December 1998), División de Computación, Información y Comunicación (January 1999 – May 2000)

    Duration: January 1998 – May 2000

    Description: Competencies normalization for the three faculty paths: teaching, consultancy, and research. Competency gap assesment and development plan

    Role: Senior advisor.

    Project 7: Development of the Center for Strategic Studies as a Knowledge-based Organization.

    Client: Center for Strategic Studies

    Duration: ugust 2001 – July 2002

    Description:  CEE transformation strategy into a hacia una organización Knowledge-based Organization based on the Capitals System

    Role: Project manager and senior consultant.

    Project 8: Vicerrectoría de Tecnologías de Información (VITI) Orgaizational Alignment thorugh KM

    Client: Vicerrectoría de Tecnologías de Información

    Duration: May 2002 – December 2014

    Description: VITI identity and processes alignment to new institutional strategy, based on Capitals System

    Role:  Senior consultant.


    The Roach Organization (Plato Learning Inc.) (Minnesota, USA)

    Project: Algebra and maths curricula co-production and translation for computer-assisted learning through PLATO

    Client:  TRO Learning Inc.

    Duration: September 1994 – February 1996

    Description: PLATO algebra and maths translation and adaptation to Latin America.

    Role: Senior advisor.


    Tsinghua University (Beijing, China)

    Consultancy: International consultation on Innovation and Knowledge

    Client: Tsinghua University, RCTI / CNKI

    Duration: March 2017

    Description: Advisory sessions on KBD and Knowledge Cities with key local agents. Colaboration with IJKBD.

    Role: Senior international consultant and Editor-in-Chief, IJKBD.


    TV Azteca (Mexico City, Mexico)

    Project: Production Development Program

    Client: TV Azteca

    Duration: May 1997 – February 1998

    Description: Production staff development with critical function homologation through performance indicators

    Role: Project manager and senior consultant.


    Universidad Autónoma de Madrid (Madrid, España)

    Consultancy: The role of universities in knowledge societies

    Client: IADE, Universidad Autónoma de Madrid / Foro Intellectus

    Duration: June 2007

    Description: Strategic session of the International Advisory Board

    Role: Senior international advisor.


    Universidad Católica de Santiago de Guayaquil (Guayaquil, Ecuador)

    Consultancy: Estrategia De Desarrollo Para Ciudades-Region de Conocimiento

    Client: UCSG and Guayaquil Muncipality

    Duration: June 2007

    Description: Strategic consultacy with key reginal agents (with Ángel Arboníes)

    Role: Senior international advisor.


    Universidad Central (Bogotá, Colombia)

    Consultancy: International consultation on Política de Ciencia, Tecnología e Innovación en Colombia en el contexto de los países Iberoamericanos

    Client: Universidad Central / Estrategia y Prospectiva

    Duration: October 2013

    Description: Consultation on Regional Capital Systems

    Role: Senior international consultant.


    Universidade De Caxias Do Sul (Caxias do Sul and Bento Gonçalves, Brazil)

    Consultancy: Sistemas de Valor Baseados em Conhecimento, Estratégia para o Desenvolvimento Regional

    Client: UCS and Caxias do Sul and Bento Gonçalves Municipalities

    Duration: May 2006 – April 2011

    Description:    High-level consultacy with the Major and with Wine and Furniture sectors representatives

    Role: Senior international advisor.


    Universidade De Caxias Do Sul (Caxias do Sul and Bento Gonçalves, Brazil)

    Consultancy:  Construção E Validação De Um Modelo De Observatório De Desenvolvimento Baseado Em Conhecimento Da Região Da Serra Gaúcha

    Client: Universidade De Caxias Do Sul

    Duration: January 2019 – February 2022

    Description: Senior International Advisory on Capital Systems

    Role: Senior international consultant.

    Universidad de Extremadura (Badajoz, Spain)

    Facilitation: Summer school: City and Urbanism in the XXI Century: Towards Sustainable Development

    Client: Universidad de Extremadura y Universidad Carlos III de Madrid

    Duration: July 2006

    Description: Applied program for urban KBD initiatives

    Role: Senior international facilitator.


    Universidad del Valle (Cali, Colombia)

    Consultancy: International school: Knowledge Management, Innovation and Human Resources

    Client: Universidad del Valle

    Duration: October 2019

    Description: Experts roundtable

    Role: International expert.


    Universidad Nacional de San Agustin (Arequipa, Perú)

    Consultancy: Knowledge City Development Program

    Client: Universidad Nacional de San Agustín and Department of Arequipa

    Duration: August 2017 – December 2022

    Description: Knowledge-based diagnosis, development plan and 3-phase deployment

    Role: Project manager and senior consultant.


    VITRO (Monterrey, Mexico)

    Project 1: A Research Company, First Generation

    Client: Vitro Corporativo

    Duration: May 1996 – September 1996

    Description: Knowledge system for capitalizing on technological inovation.

    Role: Project manager and senior consultant.

    Project 2: A Research Company, Second Generation

    Client: Vitro Corporativo

    Duration: October 1996 – March 1997

    Description: Knowledge system for capitalizing on technological innovation, including innovation cycle

    Role: Senior advisor.

    Project 3: A Research Company, Third Generation

    Patrocinador: Tecnología Central, Grupo Vitro

    Duration: November 1998 – May 1999

    Description: Knowledge system for capitalizing on technological inovation. Technology Commercialization

    Role: Senior advisor.


    Volkswagen (Puebla, Mexico)

    Project: KM Corporate Strategy

    Client: Volkswagen Mexico

    Duration: April 2002 – December 2004

    Description: Definition and alignement of corporate Capitals System. Deployment and assessment plan

    Role:  Senior consultant.


    World Bank (Washington, USA)

    Project 1: Redesign of SEP-Conacyt National Research Centers

    Client: World Bank

    Duration: November 1997 – March 1998

    Description: Pilot program for redesigning the SEP-Conacyt network of national research centers as knowledge-based organizations

    Role: Project manager and senior consultant.

    Project 2: Madinah Knowledge City roundtable

    Client: World Bank and Al-Madinah Al-Mounawwarah, Kingdom of Saudi Arabia

    Duration: September 2010 – March 2011

    Description: Advisory work to develop concept, design workshop, curate program, and select speakers. High-level advisory session

    Role: Senior international advisor.

    Project 3: New Perspectives on Knowledge Sharing and Capacity Building

    Client: World Bank Institute

    Duration: January 2010 – June 2010

    Description: International experts consultation series

    Role: Senior international consultant.

    Project 4: New Virtual Innovation Policy Program for the LAC Region

    Client: World Bank Institute

    Duration: August 2012 – November 2013

    Description: Design, facilitators training, digital platform, repository, deployment through Latin America, and assesment

    Role: Project manager and senior consultant.