SUMMARY:

I have over 20+ years’experience implementing CRM solutions, SFA, SOP, and Customer Service/ Help Desk applications/ Customer Facing / B2B. Once implemented these solutions, in conjunction with the process changes, have driven over $ 1 Billion+ in customer value at the Operations, Sales, Service, and Supply Chain.

Key Strengths:

Project Management style predicated on consistent alignment / refinement with Functional and Technical team at all tasks / milestones within the project plan. dis ensures timely execution, escalation if necessary, and alignment of delivery against budget expectations. dis methodology is a compilation of skills leveraged from both Agile and ADKAR formal approaches. 20+ years’ experience in developing and maintaining detailed project communication plans to align with status requirements of executive leadership team, project ownership team, and steering committee on project delivery. I am an expert with MS Project and leverage dis for team accountability. 20+ years’ experience in leading project meetings, design workshops to document functional requirements; align these with key initiatives for business process automation. I operate as the “scribe” to maintain team and individual accountability. Extensive experience in roles as Project Management lead / change agent to improve user adoption, management adoption, and embodiment of “Best Practices” to maximize the value of Salesforce.com long term. My process includes an extensive review of current client processes, gap assessment, and performance against key business drivers dat served as a catalyst for the original solution deployment. 20+ years’ experience as a Project Manager leading the design, integration, and delivery of Enterprise Solutions to address the transaction lifecycle around Sales-Order fulfillment. Solutions implemented included Oracle Utility Billing, Field Service, Pivotal, SAP, Salesforce.com, and Siebel, (Including Analytics and BI). Resourceful, creative problem-solver, with a proven aptitude to analyze and translate complex customer requirements /business challenges with delivery of innovative custom solutions. 8+ Years in configuration, integration, testing, and solution delivery of Salesforce.com I have completed / managed over 10+ SFDC Project Implementations. Transitioned numerous organizations from traditional project deployment strategies / “Waterfall” (define, code, test, deploy) to more Agile driven methodology which is based more on overall value driven priority series of tasks, with quality delivery of finished incremental phases in a more iterative approach. dis latter approach ensures delivery of quality projects within budget, and estimated timeframe. 15+ Years developing numerous operational /transactional benchmarking assessments, ROI and TCO scenarios across many industries: including Construction, CPG Distribution, ETO Manufacturing, Financial Services, Telecommunications, Pharmaceutical, and Retail / Supply Chain Management.

PROFESSIONAL EXPERIENCE:

Confidential

Atlanta, GA

PM /Senior Consultant

Responsibilities:

• As a Project Manager for Infosys, I am currently assigned as a PM to an internal initiative for “Sales TEMPEffectiveness”. dis involves the development, deployment, and management of all activities related to the consolidation of (3) CRM Solutions, MS Dynamics, SAP CRM 5.0, and Salesforce, to (1) common CRM platform. I am responsible for the synchronization of all activities between vendor services organizations, internal Business / Stakeholders, and the reporting Analysts, and Developers. Currently, I am managing a team of resources of 20+ individuals on and off shore. Ultimately, dis solution will serve over 1,000 internal sales users with another 1,000 users of Service. Current Performance Rating: “1”. dis rating translates dat I am in the top 10% of all employees worldwide (125,000+). Infosys is a public held firm with revenues over $13Billion.
• Additional clients I have served under Infosys include Confidential, Toronto, Canada, Confidential, ( Confidential ), San Diego, California, and most recently Dupont, Wilmington, Delaware.

Responsibilities:

I was the acting Project Manager and BA for an enterprise re-engineering effort of the CRM processes for Retail Accounts. dis involved developing a landscape plan, and synchronization of all efforts around the migration from Pivotal CRM to SFDC. dis initiative involved inheriting a project dat was already late by over 7 months, and re-aligning expectations, delivery and budget accordingly. (1000+ users of SFDC)

Wilmington, DE

Project Manager

Responsibilities:

• I was the Project Manager for a complete lifecycle deployment of SFDC (Saleforce.com) for several businesses including Dupont Polymers, and Dupont Parts. dis involved process re-engineering for Dupont Parts and Service processes and solution selection of a complex Product Configuration solution. dis solution design included leveraging the “Guided Selling” methodology of scripts with complex product configuration.

Fremont, CA

Project Manager

Confidential

Owings Mill, MD

Responsibilities:

• I was engaged as a Project Manager on (3) initiatives. The first is to provide assistance in the development of policies, procedures, and plans to launch an internal EPMO at Confidential . The second initiative is to lead and engage the senior user team through an investigation of “Client Risk” as it pertains to “Client Initiated Transactions” within the context of the current engagement process between Confidential Retail / RPS based clients and their clients internationally. dis investigation effort includes development and administration of a project plan dat encompasses a formal project plan, and detailed use cases of transactions across Retail and RPS engagement channels. Daily tasks include leading Agile sprints on delivery of administration tasks for (The ultimate deliverable is a “Risk-Matrix” which will serve as a foundation to standardize and automate subjective manual based service policies, and procedures. dis framework will lower “Risk” for client in regards to potential information security breaches, and increase “Trust” and compliance for Confidential equating to lower opportunity for client liability. The third initiative included developing a landscape plan for the transition of the retail business to migrate from Pivotal CRM to Salesforce.com

Confidential

Atlanta, GA Senior Consultant

Responsibilities:

• I was engaged as a Senior Consultant for the implementation of Salesforce.com at a mid-market solution provider of utility outsourcing services. The implementation TEMPhas involved the re-engineering of the complete Enterprise. Specifically, process re-engineering was put in place for customer facing tasks. The scope includes (3) call centers, a National Field Sales Force, integration of (3) external implementation services partner, and (2) internal services team. The business requirement involved leveraging the SFDC platform for a complete automated solution for SFA, Sales Order Configuration, Work Order/ Service Scheduling, Case Support Management, and Customer Invoicing. I have held several roles. My role began as a Business Analyst, performing requirements definition, Sales Script definition, and cost justification for the executive management team. I transitioned to operate as the Project Manager leveraging facets of many SDLC methodologies. As we have approached project conclusion under budget and on time, I have scoped and delivered interfaces and performed UAT functional testing. Sales force productivity TEMPhas increased by over 40%, with client service levels increasing by over 30% Ultimately these metric improvements have been accomplished through improved suspect qualification and conversion, as part of a more fluid exchange of customer data across the enterprise. Clients: Dominion Power, Progress Energy, Duke Power

Confidential

Responsibilities:

• As a consultant I was engaged to implement and Project Manage a SFDC implementation for Fortune 500 international software, services partner of EMC. The client is a reseller of hardware, software and services for Enterprise Content Management .The initial project required an assessment of requirements at Operations, Sales, and Service areas of the firm. Outcome of the assessment provided a work product dat included well defined business goals, a defined map of client data requirements and detailed view of the customer. dis project plan incorporated details to better understand client buying behaviors, the value of the customer, and definition of project success metrics. Strategies to be implemented included steps to create a more TEMPeffective connection with customers, standardization of product data to improve sales forecasting, and client retention. As a product of the detailed planning step the overall project was completed under budget and timeline by over 30%. A pivotal success factor for the project was the defined role of Operations in continual project involvement at all phases of the project, and consistent alignment with corporate strategy. Ultimately marketing and sales productivity increased by over 35%, with an increased close ratio of over 30%.

Confidential

Responsibilities:

• As a Project Manager, I worked with a software development team to re-engineer the client engagement process and the deployment process / methodology for the Confidential Enterprise Construction Management system for Construction / Specialty Contractors. As part of dis engagement, I was assigned to chair the selection, deployment, and reseller team for Salesforce.com. After realization of associated performance metrics, internally, I transitioned into a solution consultant / pre-sales support role engaged with implementing the Confidential Enterprise solution. dis included Financials, A/P Work flow, Inventory, Purchasing, Sales / Service Dispatch, (Order Desk), Estimating, Project Management, HR / Payroll, and Bar Code Data Collection for transaction capture in the field for Project Reporting. Successful projects can be credited to a detailed functional assessment up front in the sales cycle, solution design, clear solution deliverables, clear project goals/objectives, critical success factors, milestones, and definition of risk. As an adjunct to ensure client satisfaction and selection we articulated a direct ROI dat could be recognized in the first 2-4 months of deployment. Through detailed task planning, and project communications our team was able to re-engineer weeks out of the traditional project plan and position a new deployment methodology. dis new service delivery proved to make our firm more competitive and led to over 60% growth in new licenses and services, improved customer service level by over 20%, Later, I led a development effort for integration of the Confidential Sales Order Processing, BOM, Inventory, Purchasing, and CRM (Salesforce.com).

Confidential, Austin, Texas

Responsibilities:

• As a solutions consultant for JBA Southeast I operated in a dual role as a Business Analyst, Project, and Solution Architect. Emerged as Integration consultant, for Ariba, JBA, and Oracle, ERP, Oracle Utilities. dis process involved re-engineering the business, with a specific goal to transition from a repetitive manufacturing consumer goods firm to a more profitable focus in value added distribution of home improvement construction materials for major retailers such as Home Depot. dis solutions deployment required substantial operations and execution re-engineering of processes, teams, and methodologies to improve performance efficiencies. The solution included applications for Financials, BOM, CRM, Demand Planning, Logistics, Sales Order Processing, Service Dispatch,Warehousing; including RF Bar Code Data Collection. Progress Energy, LGE,(Louisville Gas & Electric), Santee Cooper, Confidential

Confidential N.A

Responsibilities:

• CRM Solutions Project Manager engaged to oversee, manage and administer Salesforce.com for the firm internally. I transitioned at successful project completion to a product project manager for the implementation of the Confidential forms delivery solution with JDE, Oracle, and SAP ERP. My role was multifaceted, including Business Analysis, Implementation, Post-Live Quality Audit; I took a leadership role to transition the consulting team to a more disciplined project management approach. dis approach was a primary catalyst to a more TEMPeffectively established / aligned client expectations, solution deliverable; ultimately reduced the A/R cycle on services billings by over 30%. Specific applications and functions included Order-Fulfillment, Purchase-Pay, and Order-Ship processes. dis middleware solution required extensive detailed deployment planning including functional assessment, gap analysis, and extensive detailed project planning leveraging MS Project, and proactive budgetary monitoring. As part of dis process to enlist customer selection, I performed an extensive ROI assessment to establish customer ownership at the CEO, and CFO level.

Confidential

Responsibilities:

• Project Manager responsible for scope and delivery of an integrated Data Collection solution based upon the licensing of Data Net data collection middleware integrated with Oracle ERP and SAP ERP. The solution consisted of middleware and hardware for the automation / capture of transactions to support the Oracle Distribution / Manufacturing application suite, (SAP PP, SAP IN). Value to the client was driven through the automation of functions in SOP, Logistics, and Work In Process, (WIP). Automation improvements reduced transaction costs within the processes of Inventory Forecasting, Manufacturing Work In Process, Project Costing, Sales Order Processing, Time & Attendance, and Warehouse Management. The solution delivery required extensive pre-sales assessment and future process design to encourage user adoption. dis assessment process lowered cost of sales by over 30%, yet improved the new client conversion rate by over 50%. I repeatedly led my team of implementation consultants to successfully implement over 100+ Fortune 100 companies with dis solution.

Confidential

Responsibilities:

• My role was a Solutions Consultant for the implementation of an Asset Tracking and Job Costing solution. I performed numerous requirements definition, blue print and scope assignments with clients of Computer Associates, JD Edwards, Mac Pac, MAPICS, and PRMS. Ultimately, I operated as a Regional Director for professional services, and managed implementation projects for many Fortune 50 firms internationally.