Alan B. Email & Phone Number

United States

Established (BIAS) a white-labeled-solution-as-a-service company. Providing multiple industry specific partner companies full-service digital marketing, and custom development solutions with access to on-demand consulting. Proposed solution are a 'tailored suit' designed to fit the client's exact business relevant data points and tracked KPIs. Each solution has the ultimate goal of automating the 'Human Patch' aspect out of a given process and using data to drive decision making. KEY PROJECT:-Project: Custom ERP and automation for large Enterprise Consultation and Management Company.-My Role: Client Account Manager, Project Manager, System and Database Architect, Project 'Shape' Owner, Client Processes Mapping/Defining, Client Role Defining.-Purpose: Systematize and automate as much of their internal process as possible. Such as removing 'human patch', or eliminating duplicate data entry/redundant tasks. Required web searchable public database of expert consultants.-Stack: Microsoft Dataverse database, Power-apps, Power Automate, PowerBi, Office365 Services, Microsoft Teams, Docusign API, Quickbooks Online API, Custom Zapier Integration, Microsoft Azure SLQ database, Elasticsearch, Node, and ReactJS.-Solution: Microsoft Relational Database and built Model, Canvas, and Portal Driven Powerapp. The Portal and Canvas Powerapp was used to create dashboard for consultants to edit resume, input billable hours/expenses, and to accept/decline new projects. The Model driven Power-app was created for internal admins to manage consultants, clients and projects. Microsoft Power Automate flows trigger email notifications, reminders, and drives the internal processes from start to finish. We send Key required data both directions from power-app database to a Microsoft Azure SQL server and from the SQL server we have custom integrations to Web Search functionality, Quickbooks Online, Zapier, and Docusign. PowerBI Reporting for KPIs based on end of.. day, week, and month.

United States

Grew small digital sales company into a full-service, custom development and marketing organization. Led 2 year project to develop a custom business process and marketing automation system built on a micro services architecture using amazon web services. Shaped and managed multiple custom development projects with values over $100k. OTHER KEY ACCOMPLISHMENTS:• Ran all technical aspects of the company, including client services such as Custom Web/App Development, Services and Company Infrastructure, On/Off Page SEO Services, PPC Ad Campaigns, Social Media Management Services, and Design Services.• Shaped and project managed client services for roughly 150 separate accounts. Including defining and owning project requirements, defining scope of work, estimating cost, and managing consultants. • Developed digital solutions based on a 'Productized Service' model, to clearly define each service's deliverable, timelines, scope, and cost. • Planned and automated internal and client marketing campaigns. • Defined and automated processes for on-boarding new clients, billing, and up-sell/retention campaigns.

San Diego County, California, United States

Focused on Internal Process Automation.Defined internal project management processes and implemented automated workflow for recording, approving, and then invoicing clients based on contractors time-sheet/expense reports. Additional Responsibilities: • Maintaining technical resources such as AWS deployed and on-premise servers. • Manage company emails, VoIP phone systems, and employee workstations/devices.• Developed, managed and maintained company website.

Greater San Diego Area

Worked with founder and investors to establish growth for startup company providing online review management subscription products to healthcare providers and organizations. Third individual hired by the company. Assisted growing the company from less than $100k to over $1m annual recurring revenue. Key Takeaways: • Developed sales process including: strategy, workflow, and training SOP’s.• Collaborated with Founder, CEO, and investors on numerous projects/events.• Worked daily between operations and sales to ensure client satisfaction while defining processes and workflows.• Assisted and worked with founder to create and reshape product offerings and subscriptions.• Implemented sales and marketing strategy with company founder to acquire large organization sales, including UT Health, Cedars-Sinai, ClearChoice, and over 4000 other paid subscribers.

United States

Greater San Diego Area

Owner/Operator of New Age Kirby San Diego. Direct Sales Marketing. B2C.• Conducted daily sales training. • Developed sales managers.• Lead small sales team to multipul 100+ internal sales.

San Diego, California, United States

Lead in field sales team comprised of salesmen, and canvassers. In charge of closing sales in the field, writing contracts, collecting funds due, financing.

San Diego, California, United States

Achieved top sales rep in San Diego County within my first year.Door to door canvasing.In home sales demonstration.Won multiple all-inclusive vacations