Dave Horstein Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

I guide companies through the journey of becoming innovative, data-centric enterprises that thrive in today's digital age. By leading executives through the process of extending their business strategy into digital strategy, we envision the future state of their organization from a people, process, and technology perspective - one which elevates customer and employee experience, optimizes ways of working across the enterprise, captures new lucrative capabilities, and identifies the ideal solutions to bring it all to fruition.As my clients implement initiatives to increase maturity and fulfill their business objectives, I coach executive sponsors on leading the organization through effective sponsorship and change management.Internally, I lead the sales initiatives surrounding our Advisory Services capabilities, including Business Advisory Services, Organizational Change Management, Learning & Development, and User Experience.

As a trusted advisor, I partner closely with client leadership teams to clarify their organizational strategy, direction, and measures of success in order to prioritize and define transformation initiatives. By tying initiatives and projects to the client's strategy, I ensure that investments of time, talent, and money are targeted and effective in realizing business value.To achieve success, I collaborate with client executives to build alignment and consensus across leadership teams as they undertake human and organizational transformations. With a passion for delivering exceptional results, I am dedicated to fostering strong relationships and driving impactful change for the organizations I work with.

As a seasoned leader in organizational change management, I co-led a practice of change experts who provide strategic change management solutions to our clients. My experience includes coaching and guiding client executive leadership teams, such as C-Suite and VP-level executives, on effective sponsorship, communication, culture, and organizational health.In partnering with clients, I assessed organizational changes, drafted and executed strategies, and measured the return on investment of business and technical implementations. My expertise extends to developing customized training plans and curriculums tailored to the learning styles, roles, and needs of our clients' people.I have also built change competency within client organizations by coaching senior and mid-level managers on effectively leading change initiatives. My experience includes designing and executing strategies to reinforce the adoption of business process and technical changes.

As a strategic leader reporting directly to the President & COO, I spearheaded the effort to define and roll out a new cross-functional solution delivery model to be leveraged by all practices within the organization. My approach involved building an effective sponsor coalition and coordinating a team of over 20 volunteers around a shared vision and strategy.In order to ensure the success of the new delivery model, I assessed role-based training needs and developed a standardized training program. This program has not only been successful in its initial implementation but continues to be leveraged for new employee onboarding, demonstrating its lasting impact on the organization.By bringing together diverse stakeholders and creating a unified vision, I have been able to drive meaningful change that has improved the overall effectiveness and efficiency of our organization's solution delivery process.

In this role, I oversaw CRM implementations for enterprise-level clients, taking responsibility for resourcing (on and off-shore), scope management, budget management, and defining the delivery model. My approach involved facilitating collaborative workshops with up to 40 participants, working together to identify the strategic vision, business requirements/objectives, and priorities for Microsoft Dynamics initiatives.In close collaboration with clients, I established multi-year roadmaps for their CRM implementations, ensuring that these plans were driven by business value and aligned with their strategic goals. Additionally, I served as a coach to project and program managers, focusing on agile best practices and fostering continuous improvement.My experience also included managing and further maturing our program delivery model, ensuring that it adapted to the changing needs of our clients and the market. Through these efforts, I demonstrated a strong commitment to delivering exceptional results and driving impactful change for the organizations I worked with.

In my role as a manager, I oversaw CRM implementations across a variety of industries, such as insurance, manufacturing, finance, retail, and banking. I successfully controlled the scope, budget, resources, margin, and timeline for multiple concurrent CRM implementations, even when faced with competing deadlines. My ability to balance competing priorities and manage complex projects demonstrates my commitment to delivering exceptional results for the organizations I worked with.

In this role, I was responsible for conducting business process mapping, gathering and transcribing requirements, and completing functional design documentation. This meticulous approach has allowed me to develop a deep understanding of our clients' needs and ensure that our solutions are tailored to their unique challenges.

Chicago

As a skilled leader with a focus on CRM systems, I led discovery and definition processes to design tailored CRM systems that accommodated the sales, marketing, and case management operations for a wide variety of clients. My approach involved providing client decision-makers with recommendations on the prioritization of CRM software functionality, ensuring that their systems aligned with their unique needs and goals.In addition to guiding the design process, I managed a team of developers, business analysts, and quality assurance professionals to ensure CRM implementations were completed according to specifications. My leadership abilities, combined with my technical expertise, were vital in delivering high-quality, customized solutions for our clients.Furthermore, I offered post-deployment consultation on user adoption strategies, user documentation, and future phase enhancements. This comprehensive approach allowed me to build lasting relationships with clients, ensuring that their CRM systems continued to evolve and provide value over time.

As a seasoned leader in web development, I guided teams from initial project planning through design, construction, quality control, and final deliverables within Classic ASP and .NET environments. My expertise in both technical aspects and project management allowed me to serve as the lead Project Manager in the planning and development of two new web-based products.In my roles, I researched and drafted complete web development strategies for clients, identifying solutions for front- and back-end content management and user experiences. My comprehensive approach ensured that our clients received well-rounded, effective solutions tailored to their specific needs.Additionally, I conducted training sessions and drafted documentation on the use of a proprietary Content Management System, demonstrating my commitment to client success and education. My ability to maintain strong client relationships through daily communication and collaboration was essential in fostering long-term partnerships and delivering exceptional results for the organizations I worked with.

I coordinated sales and marketing initiatives for two company-owned hotels, which included print and broadcast media. I developed and maintained a new company identity plan, encompassing a new logo and printed materials. My responsibilities also involved drafting and distributing press releases to local, regional, and national broadcasting outlets and trade publications, ensuring our company maintained a strong and consistent presence in the media.I updated and maintained the company website, making certain it remained current and aligned with our branding and messaging. Representing EM Properties in public forums and media inquiries, I acted as a spokesperson and advocate for the company.I also assisted in the professional development and supervision of a small sales staff, providing guidance and support for their growth and success. Additionally, I developed and designed print and digital media for all company presentations, showcasing my creative skills and attention to detail. Through these various responsibilities, I contributed to the overall success and growth of the company.

In my role, I served as the primary spokesperson of the Student Body to the media, the public, and the University community. I authored and distributed a press release over AP to aid in the repeal of a student dress code, which received national coverage. My responsibilities also included regularly communicating with constituents, the University community, and the local community through written letters, email, and the SGA website, ensuring transparency and engagement.Additionally, I drafted and sponsored legislation for SGA and the Academic Senate, contributing to the development and improvement of policies within the University. I also coordinated the development of a new SGA website with campus IT staff, focusing on enhancing usability and utility for the benefit of students and the broader University community. Through these various responsibilities, I played a pivotal role in representing the student body and driving positive change within the University.