Resume`
SUMMARY OF QUALIFICATIONS
Self motivated individual with project management experience from large software consulting firm perspective as well as a smaller start up company perspective. He has been self directed as well as participated in large team efforts to provide multi-year service and software solutions. He possesses leadership skills for motivating individuals and creates cohesive teams while providing client consultation which match their requirements. He promotes team and individual ownership to govern the successful completion of objectives and to provide the vehicle for accomplishing goals.
PROFESSIONAL EXPERIENCE
LAZOR SERVICES, Carrollton TX 2009-
Consultant
• Customer Relationship Management consulting
• Providing overview and best practice consulting for integration and implementation
• Creation and Customizing website presence for charities and non-profit organizations
• Accounting solutions implementations and consulting
• Process Improvements for a Telecommunications company (porting, provisioning, installations)
•
FUJITSU CONSULTING, Richardson, TX 2008-2008
US Sales Operations Manager
• Integrated and crafted Salesforce solutions for business problems which included
• Designing, implementing, and testing Salesforce.com modifications
• Creative use of existing Salesforce modules and tables
• Various dashboard and report creations for permanent and ad hoc purposes
• Joining of existing tables which where not originally designed to be used in that manner
• Connecting of Salesforce to MS Office and Sharepoint to provide integrated historical information
• Created Policy and Procedure Manual to control sales activity for a $50M/month national sales organization
• Constructed a Monthly Reporting Structure from Salesforce information which provided metrics and illustrations of Sales and Forecasting performance and comparisons to goals at national, regional, district and individual sales executive levels
• Orchestrated Weekly Monitoring of sales performance which included detailed tracking of identified top accounts and comparison to monthly and quarterly goals
• Marshaled the proper adherence to policy and procedures through all sales’ stages from unqualified deal to closure.
• Created a Campaign reporting structure to provide campaign effectiveness analysis and lead activity monitoring
• Structured the use of Sharepoint to provide Sales Knowledge for Sales Leadership, Monthly Repository, Employee On-boarding, Client Repository Information, Training, and Tools
CITIGROUP INC, Irving, TX 2004-2008
Project Management, Business Analysis, Key IT Liaison for Legal
• Managed a national implementation of security software to control removable
media
• Managed a national rollout of the New Privacy Policy for customers incorporating
multiple media formats: print, websites and contract.
• Managed the roll out of Texas Home Equity Rules governed by the ACORN
decision and the state
• Managed the compliance with Illinois Predatory Lending legislation
• Established a tracking system for legal and compliance issues as various
governmental entities passed legislation that would affect mortgage practices;
including High Cost Mortgages and FACT Act.
VOYAGE DATA CORPORATION (Star2Star Communications, LLC), Sarasota, FL 2002-2004
Project Management, Delivery, Client Relations, Partnership Relationship
Management
• Created Contract Management System and Communication Process to handle
client relationship from start to finish to follow-up.
• Managed, Reviewed, or Created Master Agreements, Confidentiality Agreements,
SOWs, Maintenance Agreements, and Software License Agreements.
• Established contractual relations with all of the startup company’s vendors
and partners. Negotiated long-term conditional agreements for services,
products, and support.
• Supervised budget and profitability reports – projections and accountability
for cash flow.
• Participated in Sales Show Conventions to demonstrate products and detail
service offerings.
• Designed, developed, and implemented websites.
EMC CORPORATION, Dallas, TX 2001 - 2002
Delivery Assurance Manager /Divisional Business Operations Manager
• Key committee member for the corporate global initiative for Project Management
Methodology and Standardization. This established procedures and processes
to assure agreements used the correct templates, followed the approval tree,
and secured in the Agreement repository. Led Divisional team to insure compliance
of this global initiative via continued education and reviews.
• Controlled the financial responsibility of $23M+ per quarter revenue of
the professional service business unit, identifying trends, opportunities
for improvement and instituting corrective action plans.
• Negotiated long-term service contracts and handled vendor relationship
compliance and disputes.
• Balanced employee costs versus contractor charges to minimize costs and
meet service requirements.
• Reviewed Customer Satisfaction reports and determined corrective strategies.
COMPUTER ASSOCIATES, INC. (PLATINUM TECHNOLOGY, INC.), Dallas, TX 1999
- 2001
Program Manager/Solutions Director
• Served in an elite PMO (Project Management Group) to rescue wayward projects
back to standards and profitability.
• Program managed a client’s burgeoning initiatives in e-commerce B-to-C,
project methodology and control, and workflow.
• Led software implementation teams during requirements analysis, solution
design, and software development phases for customers in the e-business
and entertainment industries.
• Project managed the data migration of legacy Accounting System for an
international telecom company. Provided management as well as technical
assistance to assure project completion. Became the Solutions Director for
Knowledge Management and Data Warehousing for the region. Consulted for
an international manufacturing client to develop an educational plan of
CA products.
ORACLE CORPORATION, Dallas, TX 1996 - 1999
Practice Manager
• Instructed Proposal Development and Oracle’s AIM (Application Implementation
Method) to Oracle consultants –this was to assure standards and measurable
success.
• Provided Program Management of Oracles ERP Solution for a major automotive
client, which controlled the implementations and coordinated multiple software
releases across the enterprise, which encompassed multiple locations and
countries.
• Directed the implementation of a Quality Inspection System for Inventory
Receiving for a multi-national manufacturing company. This utilized Oracle
Receiving, Oracle Alerts, and Handheld Technology -- provided an early accounting
of substandard material and minimized costly rebuilds.
ENSERCH EXPLORATION/PG&E RESOURCES (PACIFIC GAS & ELECTRIC), Dallas,
TX
Commercial Applications Manager 1994 - 1996
• Managed the installation a fully integrated accounting system, which included
subsystems for Accounts Receivable, Revenue Accounting, Accounts Payable,
Fixed Assets, General Ledger and Production Accounting which enabled data
integrity between systems.
• Evaluated and negotiated with vendors for marketing, engineering governmental
reporting, and data warehousing application software assuring compliance
of agreement warrantees and service.
COOPERS & LYBRAND LLP, Dallas, TX 1991 - 1994
Project Consultant
• Managed the development of an integrated retail system for a multi-national
company which included subsystems for general ledger accounts and interfaces
to headquarters’ accounting repository.
• Directed a litigation staff to research and provide key technical support
for expert testimony in a multi- million-dollar lawsuit involving Fortune
500 corporations in a dispute over the limited success of a joint venture.
EDUCATION and PROFESSIONAL DEVELOPMENT
Indiana University of Pennsylvania, Indiana, PA - B.S., Accounting, Minor in Computer Systems
CITI “Exercising Influence”, EMC Firewalker Sales Boot Camp, “7 Habits of Highly Effective People” Stephen Covey, Enterprise Solution Management and Scaleable Project Management, Oracle Manufacturing Applications, Oracle Project Management, Development methods: Program Management Methodology (PGM) and Application Implementation Methodology (AIM), SharePoint Collaboration, Salesforce.com Administrator and Developer Training.
