Kofax is the leading software company in the Document Capture/Digital Transformation market and is established in the Robotics Process Automation (RPA), Business Process Management (BPM) and Business Analytics market.Managed a portfolio of projects ranging from $10,000's to $1,000,000 of services for Fortune 500 Accounts. Provided management oversight to the project teams (Project Managers, Solutions Architects and Consultants) and was the initial escalation point for the… Show more Kofax is the leading software company in the Document Capture/Digital Transformation market and is established in the Robotics Process Automation (RPA), Business Process Management (BPM) and Business Analytics market.Managed a portfolio of projects ranging from $10,000's to $1,000,000 of services for Fortune 500 Accounts. Provided management oversight to the project teams (Project Managers, Solutions Architects and Consultants) and was the initial escalation point for the client.Directly managed Consultants and also mentored new Managers, Project Managers and Solutions Architects.Supported the Sales team by participating in presales scoping sessions, sales proposals and presentations, creating services estimates and Statements of Work (SOWs), participated in the formal lines of communication between the Client, Professional Services, Sales, Technical Support and Product Management/Engineering.Broad application experience in Financial (Purchase to Pay/Invoice Processing with SAP and JDE integration, Loan Processing), Medical (Medical Records, Medical Claims Processing with EDI-837), Insurance (Property and Casualty Claims Processing), Legal and Manufacturing markets.Products included: Kofax TotalAgility (Business Process Automation), Kofax Capture, Kofax Transformation Modules (Digital Transformation), Kofax Kapow (Robotics Process Automation), Kofax Analytics for TotalAgility (Business Intelligence), Kofax Analytics for Capture (Business Intelligence), Kofax Capture and Mobile Capture (Imaging and Document Capture). Show less

Expanded the Professional Services practice to 17 team members (managing 3 Project Managers and 13 Consultants plus me) generating several million dollars in annual service revenue. I transitioned from an overall department management responsibility to a Regional Management responsibility. This allowed me to stay close to the action and still work directly with/or manage Project Managers, Solutions Architects and Consultants.Oversaw and directly managed projects ranging from $10,000's… Show more Expanded the Professional Services practice to 17 team members (managing 3 Project Managers and 13 Consultants plus me) generating several million dollars in annual service revenue. I transitioned from an overall department management responsibility to a Regional Management responsibility. This allowed me to stay close to the action and still work directly with/or manage Project Managers, Solutions Architects and Consultants.Oversaw and directly managed projects ranging from $10,000's to $1,000,000 in services for prepackaged and custom full software development life cycle deployments (U.S. and worldwide) involving remote U.S. and worldwide resources. Performed presales activities including: scoping the solution and services offering, estimating, participating in sales presentations, creating Statements of Work (SOW).Performed implementation activities such as Project Management, onsite Requirements Analysis, and Architecture and Design (involving both configurable and custom development).Scoped and oversaw the creation of prepackaged Professional Services custom components (such as a Report/Analytics module, Content/Data Import and Export Modules, Image Clean Up Module, etc.). Oversaw the company's first implementation of an automatic document classification and separation solution for the Mortgage industry that became an annual multi-million-dollar market for the company. Oversaw the company's first implementation of a Medical Claims form Capture and OCR Transformation solution.Products included: Kofax Capture (Document/Image Capture), Kofax Transformation Modules (Digital Transformation) and Kofax Analytics for Capture (Business Intelligence), Kofax Capture (Imaging and Document Capture). Show less

Started the department managing two Consultants.Established a formal project implementation methodology including Statements of Work (SOW) and a pre-sales scoping and qualifying process.Project Manager for engagements requiring hundreds of hours of services.Developed and implemented a Project Management Information System (PMIS) to track project hours, expenses and billings.Products included: Kofax Capture (Imaging and Document Capture).

This was a small startup software company that created a Records Management product and Color-coded Barcode Label printing product. I held most of the key management positions in the company during 1989 to 1996 and 1998 to 1999. Most of the time I held multiple positions simultaneously. I left the company for a year and returned to take over the Technical Services team.Positions held include Operations Manager, Technical Support Manager, Professional Services Manager, Product Manager,… Show more This was a small startup software company that created a Records Management product and Color-coded Barcode Label printing product. I held most of the key management positions in the company during 1989 to 1996 and 1998 to 1999. Most of the time I held multiple positions simultaneously. I left the company for a year and returned to take over the Technical Services team.Positions held include Operations Manager, Technical Support Manager, Professional Services Manager, Product Manager, National Marketing Manager, VP and General Manager. Document Control Solutions was sold to Smead Inc. in 1999.As the Technical Services Manager I created a custom Incident Tracking System and refocused the Technical Support department to also provide Professional Services in the area of Pre and Post Sales Requirements Analysis, Project Management, System Configuration and Systems Integration.As the Operations Manager I oversaw the barcode label printing production, purchasing, shipping/receiving, customer service, and technical support and services. I re-engineered business processes related to Customer Service, Order Entry, Production and Shipping/Receiving; reducing the average order fulfillment period from one week to 24-hours. Product Manager for four successful software products resulting in multi-million dollars in annual revenue. Managed release schedules and budgets; specified product features; coordinated issues related to software development, QA, marketing, production and administration. Also oversaw Product Training for Channel enablement as well as Product Documentation.As the National Marketing Manager I implemented a Technical Product Training program for the Channel Partners. Also recruited Partners and mentored thme to analyze end user application requirements and design solutions for Legal Case Files, Mortgage Loans, Insurance Claims, Medical Records and Pharmaceutical Case Files; resulting in reference sites in each targeted application segment. Show less

Dovatron was a Contract Electronic Manufacturer that assembled custom printed circuit boards. Oversaw a team of Program Managers who were the client facing contact that interfaced with Manufacturing, Purchasing, Planning and Sales for the fulfillment of custom Printed Circuit Board orders.Reengineered the Quote process to track quotes from initial request to delivery to client.

This was a small startup software company that created a Records Management Inventory Tracking product and Color-coded Barcode Label printing product. I held most of the key management positions in the company during 1989 to 1996 and 1998 to 1999. Most of the time I held multiple positions simultaneously.Positions held include Operations Manager, Technical Support Manager, Professional Services Manager, Product Manager, National Marketing Manager, VP and General Manager. As… Show more This was a small startup software company that created a Records Management Inventory Tracking product and Color-coded Barcode Label printing product. I held most of the key management positions in the company during 1989 to 1996 and 1998 to 1999. Most of the time I held multiple positions simultaneously.Positions held include Operations Manager, Technical Support Manager, Professional Services Manager, Product Manager, National Marketing Manager, VP and General Manager. As the Services Manager I refocused the Technical Support department to also provide Professional Services in the area of Pre and Post Sales Requirements Analysis, Project Management, System Configuration and Systems Integration. Also, oversaw Technical Support and created a custom Incident Tracking System that was used by the Technical Support team.As the Operations Manager I re-engineered business processes related to Customer Service, Order Entry, Production and Shipping/Receiving, to provide a continuous order workflow; reducing the average order fulfillment period from one week to 24-hours. Product Manager for four successful software products resulting in multi-million dollars in annual revenue. Managed release schedules and budgets; specified product features; coordinated issues related to software development, QA, marketing, production and administration. Also oversaw Product Training for Channel enablement as well as Product Documentation.Specified and managed the implementation of in-house Visual Basic/Access based systems for Technical Support, Software Quality Assurance and Production Management.As the National Marketing Manager, I recruited and trained Channel Partners and created a Technical Product Training enablement program for the Channel Partners. Show less