Modernized the job management technology and process flows and orchestrated a sale of the medical transcription business while retaining the brand and select assets for future endeavors.

Delivered actionable data driven insights for strategic decisions across the Kuebix TMS business. To this end my team deployed and integrated various business management and data systems including Salesforce, Netsuite, Jira, Kuebix TMS, Pendo, Domo and the Snowflake Data Platform. Successfully updated and automated the lead to order process in Salesforce, deployed information dashboards for over 300 channel partner reps and managed relationships with partners and technology vendors. Selected by Trimble Corporate to serve as the Kuebix Lead for the company wide Digital Transformation Initiative, a key strategic goal of the company.

Member of management team that launched the initial Kuebix TMS cloud based service and grew the Kuebix logistics community to over 20,000 shippers and 300 carriers. Deployed and integrated Salesforce with the Kuebix TMS and additional data systems providing visibility and actionable insights enabling sales, marketing, product management and customer success. Managed key channel partner and technology supplier relationships. Facilitated the acquisition of Kuebix by Trimble in January 2020. Kuebix provides a disruptive SaaS TMS solution built on the latest cloud technology that is changing how companies purchase and manage freight.

SmartStops.net provides online portfolio monitoring and alert services that helps individual investors identify and manage risk. As head of product development and marketing, I lead a team tasked with enabling investors to quickly and easily harness the power of technical analysis to know when their positions are at abnormal risk. I am responsible for identifying market needs, product development, competitive analysis, positioning, pricing and messaging. The service was launched in July of 2008 and was quickly integrated via an API into TD AMERITRADE’s trading platform. SmartStops.net continues to integrate with top tier brokers, financial portals and data providers. At SmartStops, I instituted the Agile project management process and deployed Rally software for managing our product requirements and releases. In developing our market and product requirement documents, we routinely leverage user metrics, client interviews and surveys and conduct A/B testing. Other tools deployed include Google Analytics, ClickTale, Opentracker, Bugtracker and SurveyMonkey.

ITM Software delivers the first integrated Business Management solution for IT. In 2006, the company’s new management team was tasked with transitioning the company from successful one off proof of concept sales to a repeatable, scalable and growing sales operation. As Director of Market Development, I analyzed and selected primary markets; developed and executed an event and communication plan, updated the website and collateral, put processes and metrics in place for lead generation, capture, qualification and formal lead handoff to the sales team; and hired and managed inside sales resources. I also managed our Salesforce.com deployment customizing it to match our sales process and creating reports and management dashboards. In two quarters we grew the sales pipeline by 600%. ITM Software was acquired by BMC Software.

Founder and CEO of Chart Dynamics, Inc., a digital healthcare information management company providing online medical transcription and information management services. Chart Dynamics’ ASP solution enables easy, accurate, and secure medical transcription processing through its online job management portal. Services include choice of US or Global transcription processing with four hour turn around time and record archiving options.

Responsible for market strategy and messaging for early stage startup developing relationship intelligence software helping sales teams discover and leverage relationship capital. Participated in initial and follow on funding activities securing $9.5 million in venture funding. • Conducted valuation analysis and developed funding presentations.• Developed ROI and benefit models and messaging for various markets. www.spoke.com • Performed market research and competitive analysis. Conducted benchmarking study interviewing over 100 sales professionals.• Produced sales and investment presentations, white papers, collateral and flash demo.• Launched and managed pre-sales team recruiting users onto our ASP model test site.

Drove market strategy for early stage startup developing infrastructure management software providing management tools for compute, storage, and network resources. Terraspring was funded by Accel Partners and MDV and acquired by Sun Microsystems in the summer of 2002. • Performed value proposition analysis, customer ROI and TCO models and analyzed relevant markets identifying opportunities and determining market size and growth estimates. • Developed financial models and revenue forecasts. Presented financial models to investment banks and investors securing $10M in additional funding.• Developed patent pending service unit pricing model for delivering utility computing services. This strategy is currently being pursued by HP, IBM, and Sun Microsystems.• Developed messaging targeting various audiences including investors, analysts and customers. Positioned Terraspring at the forefront of grid and utility computing. • Worked closely with product managers developing Market Requirement Documents (MRDs)

Managed 5 person team responsible for identifying and developing online tools and services enabling SGI to better serve its named account customers and direct sales force representing over $1.8 billion in annual sales. • Ran weekly product requirement meetings directing 12 man engineering team identifying and translating customer needs into online functionality requirements MRD.• Built relationships with strategic partners including Commerce One and Ariba.• Performed ROI analysis and communicated goals and resource requirements to management. Project managed implementation of PC Order e-commerce application including the addition of SGI’s product line into a Trilogy configurator and online catalog.