I help my clients mature their business processes and capabilities by providing advisory services, as well as delivering projects and products related to: - Enterprise Data Product Management- Innovation and Digital Enablement- Process Automation- Workflow Orchestration- Change Management- Business/Digital Transformation- Performance Optimization- Data Governance, Compliance, and Hygiene- Business Case Development- Data-Driven Decision-Making- Budgeting and Capital Allocation- IT Vendor Management and AssessmentMy primary clients are Central Medical Supply, Brewster Respiratory Specialists, and Galaxy Medical; all of whom have merged to form Central Medical Supply Group (CMSG). I act as the corporate IT Director, in any/all capacities, as needed.

• Facilitated strategic visioning workshops leveraging proprietary frameworks including “Business Chemistry” (personality archetypes) and the “Art of the Possible” and various prioritization methodologies to build integrated roadmaps encapsulating people, process, data, and digital initiatives to mature the global trade organization for a Fortune 50 Healthcare company• Developed data products to provide repeatable, actionable insights into potential opportunities for cost savings, risk reduction, and operational efficiency for multinational networks and supply chain operations• Analyzed sales, purchasing, logistics, inventory, manufacturing, planning, and financial data from enterprise systems and e2e processes. Integrated with aggregated import/export data from government sources for increased granularity into cost and risk analysis• Systematized analytics processes to drive business development by automating the identification of duty savings under free and preferential trade agreements, substantial transformation (country of origin), supply chain re-structuring for tax or compliance benefits, section 232/301 (e.g., China trade war) tariffs exemptions and exceptions, and other special programs• Supported development and presentation of business proposals for multi-year system implementations, system development, strategic visioning, data architecture and engineering, training and development, outsourcing and co-sourcing operations, due diligence for mergers and acquisitions, and other service offerings

Trade Data Analytics for US Import/Export ComplianceOur market-leading global trade team has extensive experience in customs management, export controls, sanctions, and the use of technology to modernize trade programs. Respond to a changing market while keeping your trade and business activities efficient, effective, and compliant.https://www2.deloitte.com/us/en/pages/tax/solutions/customs-and-global-trade.html

Advised SMEs in the homecare Durable Medical Equipment (DME) industryServices:• Bonafide ERP implementation• Project and program planning• Business case development• Go-live readiness assessment• Process definition and documentation• Specifications for system enhancements• Business intelligence and data visualizationClients:• Medical Supply Solutions• Central Medical Supply• Brewster Respiratory Specialists• Able Health Products

Implemented BonaFide ERP across 7 locations to replace DOS ordering/billing system and paper-based downstream processes with digitally enabled end-to-end workflowsResponsible for strategic planning and tactical execution of system implementation project: • status reporting • stakeholder management • system and process design (logical) • fit/gap analysis and change management • functional and technical specs • testing, training, and go-live readiness • data migration (i.e., ETL) • master data management (i.e., cleansing) • hypercare supportPitched business case to business owners with support project sponsor and closed the deal with a 6 month break-even analysis on paper/ink costs alone

• Built dashboards with operational metrics for management and KPIs for executive leadership• Prepared documentation for accreditation and compliance with HIPAA and ACHC regulations• Developed Excel macros (VBA) to automate non-value-added processes for data entry, transformation, and validation• Trained office and warehouse personnel on system mechanics and basic IT stuff (like pivot tables or restarting the printer)