Pivot Payables delivers apps that increase the value of customer investments in business critical processes and systems, particularly related to travel, expense, invoice, and payment management. Our solutions often connect independent systems to automate and improve workflow – increasing efficiencies and giving greater visibility to critical data, while also enabling leadership with better management and decision-making tools.Pivot Payables is a Concur Platinum ELITE Advisor.

Currently licensed in Washington state, my current real estate focus is to provide high quality referrals and advice for friends and family.

As the Commerce Bank sales executive for the Northwest Region, we are offering Electronic Invoice Presentment and Payment (EIPP) software and services.EIPP helps finance professionals to automate and control accounts payable processes from presentment through payment -- with the ability to monitor each process through every stage of the invoice lifecycle. You can get started right away with a full process-to-pay system, or our flexible service model provides options designed to provide the components that specifically meet your needs.Invoice presentment converts all invoice data to a queryable electronic format accessible through a single online system. Workflow tools are used to automate the enforcement of business rules and eliminate error-prone manual processing. Once an invoice is approved, consolidated payments reduce internal reconciliation processing, and provide full-service methods of vendor payment options.Please get in touch if I may be of service, or if you need to reach one of my colleagues in another area. Thank you.

Provided strategic vision and leadership to the organization that was designed to establish and maintain client communications as a key performance indicator associated with ensuring long-term client satisfaction and loyalty. Assumed overall responsibility for building the communication capacity for the organization by creating and directing communication programs, setting internal and external communication standards, guidelines, and processes while proactively reaching out to and supporting clients, field teams, and management.>Led the development and implementation of a Critical Incident Communication plan including strategic client consulting, cross-functional role/decision management, and client communications strategy>Directed agenda and chaired Client Advisory Boards for all strategic services, as well as directed agenda, speaker and content management for annual global client conferences

Recruited to build and lead a product planning team responsible for owning product strategy across all traditional and on-demand software products and services. Key accomplishments:>Chaired Senior Executive Strategy Team to identify requirements within business units, negotiate priorities across the business, and gain senior executive approval for specific product plans>Recruited, developed, and managed team of senior product management professionals including two who served as instructors and/or advisors to the University of Washington Software Product Management Certificate Program>Provided critical leadership for product integration strategy and product release plan of Concur’s flagship Travel and Expense on-demand service created as a result of Concur’s acquisition of Outtask, Inc.>Developed strategy to convert from a traditional client-driven upgrade engagement to an on-demand routine monthly service update, including strategy presentations that resulted in buy-in from American Express, General Electric, and Interpublic Group and laid the foundation for conversion of all global clients within 18 months

Provided executive leadership to product management, product marketing, and marketing communications, and market development (inside sales). Key accomplishments:>Integration of operations, branding and messaging for products, based on the acquisition of Onrain, Inc. in December 2003>Launched new branding and marketing program, including website, email campaigns, trade show events, and inside sales scripts

Incubated and provided executive leadership and product management to start-up created to provide on-demand expense management services to small and medium-sized businesses. Key accomplishments:>Negotiated the successful sale of Onrain, Inc. to Fidesic Corporation>Developed and launched Onrain Expense

Recruited to serve as a turnaround marketing executive to prepare the company for acquisition, managing $3M budget for product strategy and planning, product marketing, channel strategy, marketing communications, corporate marketing, and public relations. Key accomplishments:>Executive team achieved a 22% increase in revenues, a 53% reduction in expenses, and an 81% reduction in net loss from the previous year, plus achieved the company’s first two cash positive quarters in its history>Grew leadership in education market; added new enterprise market sales through highly-strategic dual-launch of new product brand Sentian® and the launch of Cisco Content Engine and Cisco PIX Firewall products>Managed the development of an indirect sales channel, resulting in a Tier 1 distributor relationship with TechData

Recruited to serve as a turnaround executive, responsibilities included product strategy, product management and marketing, corporate marketing, marketing communications, sales management, channel management, client activation services, training and technical support. Key accomplishments:>Key executive in the development of turnaround strategy, business plans, key operating metrics, and financial models for Round C, resulting in $3.5M funding in Jan 2001>Led the migration from offering traditional software license and implementation to on-demand delivered and activated services, as well as conversion from direct to channel sales model

Served as an executive level resource for assignments to lead or participate in strategic and highly complex enterprise sales and alliance opportunities, client and partner relationship and account management activities, and product, project, or other corporate initiatives. Key accomplishments:>Primary role as chief product evangelist in equity investment, strategic alliance, and strategic product sales presentations, including MasterCard International, Hewlett-Packard, GE Capital, General Motors, and more>Served at discretion of the CEO to lead resolution of sensitive strategic client relationship issues

An eight-month certificate program that focuses on the business, technical and management processes for driving successful software products. Advisory Board members provide consultation regarding certificate program curricula, course content, speakers and program requirements. Also participates as a guest instructor.

Recognized as independent spokesperson to executives in explaining the vision, and application, of workflow-driven automation strategies, tools, and techniques. Well-known for knowledge of leading-edge workflow automation technologies, and research and application of principles associated with software interface design from a workflow perspective.

Provided executive leadership to start-up created to provide automated expense reporting services. Key accomplishments:>Successfully negotiated acquisition of the company by Captura Software, Inc.>Partnered with Bank of America to develop and market the first service-based expense reporting solution – the 3-part deal provided $500,000 in development funds, established a hosting operations center at their facility, and included a reseller agreement for their private label as TIME (Technology In Managing Expenses)>Exceeded $1M in revenues in second year of operation with $7500 in start-up capital>Successfully migrated company from consulting and custom development origins to restructuring as a SaaS (Software-as-a-Service) company

The Board objectives are to govern, define criteria, evaluate and approve certification test items, set and maintain standards, advertise, promote, and administer the CFSP (Certified Form Systems Professional) Accreditation Program. Accreditation is awarded based on a certified testing process covering four fields of knowledge as follows: 1) Process and Workflow Analysis, 2) Design and Development, 3) Manufacturing and Technology Principles, and 4) Forms Management.

Established, developed, and managed an internationally-recognized, independent advisory resource to the forms automation industry. This service organization focused its resources on industry education and evangelism, strategic planning initiatives, corporate consulting, and product training. Key accomplishments included:>Moderator, Industry Panel On Forms Automation - Developed and chaired an industry expert panel on forms automation with ten executive panel members from IBM, Xerox, Gartner Group, and CEO’s from leading product solution providers. Moderated the ½-day session with an audience of 400-plus, including significant audience participatory Q&A segment.>Strategic Planning Consultant for World’s 3rd Largest Forms Manufacturer - Led strategic planning effort for the purpose of creating a new Automated Services Division for the client. Defined staff requirements and established position descriptions. Assisted with recruiting. Created an internal mentoring and training program to move existing business forms sales staff into positions as Forms Automation Consultants. Participated in creating marketing strategies targeted at CIO and CFO executives.>Project Manager for Fortune 50 Client - Developed strategic objectives and authored an enterprise-wide operational plan targeted at researching and evaluating client’s requirements for forms automation technology on global basis. Created organizational structures and established working relationships for task force, management, and user participation. Developed project milestones and underlying action plans. Determined methods for qualifying company forms for conversion to electronic forms. Established research requirements and strategies for product, service, and supplier evaluation and selection.

Contributed editorials in each of the magazine’s quarterly issues with focus on technology issues surrounding the business forms and document management industry segments, including market analysis and product evaluations.

Researched market requirements, created product definition and scope, and served as the principle product designer the first ever graphical, PC-based, business forms composition software product created to serve the needs of the professional business forms industry. This product was adopted as the production standard at four of the six largest forms manufacturers in the world. Developed and managed strategic relationships with major reseller partners for the purposes of maximizing integration of F3 products and services within account operations, identifying sales opportunities through new or revised products and services, and providing technical liaison ensuring new products actually met client needs on delivery. Key accomplishments include:>Researched market requirements, created product definition and scope, and served as the principle product designer the first ever graphical, PC-based, business forms composition software product created to serve the needs of the professional business forms industry. This product was adopted as the production standard at four of the six largest forms manufacturers in the world. Developed and managed strategic relationships with major reseller partners for the purposes of maximizing integration of F3 products and services within account operations, identifying sales opportunities through new or revised products and services, and providing technical liaison ensuring new products actually met client needs on delivery>Researched industry operations in diverse applications and multi-national organizations addressing forms composition and manufacturing with a result of authoring a comprehensive outline of the current industry status>Authored the product specification for F3 Pro Designer, including feature definitions that embodied the concept of built-in industry standards ultimately leading to patented features>Served as the principle product designer responsible for the then-revolutionary user interface design of F3 Pro Designer

Key accomplishments included:>Re-engineering the organization and management structure of the association along with providing leadership in strategic planning and managed execution of business objectives>Creating and implementing the Symposium Sponsor Program – the primary funding vehicle for BFMA’s educational programs>Driving the association’s premier education programs to a technology focus – increasing professional and educational opportunities for its members while creating interest into a broader and more management-oriented professional service base

Managed project administration, analytical, design, and production staff in support of the Bank’s divisional business units and nine subsidiary organizations involved in areas such as travel services, benefits administration, and insurance products and services. Had enterprise responsibility for administering the Bank’s Forms Management Program. Provided long-term simplification of business processes through consulting with users and the application of form systems analysis and design techniques. Participated on product development teams as consultant and project manager accountable for ensuring a streamlined and cost-efficient workflow was introduced in any new business process.