Oversee the Contract Solutions team, focused on customer acquisition, team development, and partner management.Development of Oilfield focused solutions including GTM strategy and customer acquisition. Uptima is a technology implementation advisor focused on optimizing processes to drive Everything to Revenue in your business. For our customers, this has a few common themes:* enabling new revenue models, including service and subscriptions* forecast versus actuals for long term sales agreements* using customer and market intelligence to inform pricing* sales and service coordination through channel partners* managing installed assets and predictive maintenance* streamlining of quote/contract creation, negotiation, execution and resulting obligations

Oversee the Contract Solutions team, focused on customer acquisition, team development, and partner management.

Uptima is the leader in end-to-end Quote-to-Cash (Q2C) transformation for companies with non-trivial products and/or non-trivial quote-to-cash processes. We help implement all pieces of the puzzle including CPQ, CLM, Revenue Management and Billing as well as industry specific processes for Multi-tiered channel distribution, eCommerce, Renewals Management, and Order Management.Salesforce Revenue CloudDocuSign Agreement Cloud

Excelevant partners with clients to develop comprehensive technology strategies and tailored systems that achieve both top-line and bottom-line business objectives. Our team works with clients to understand the needs of the business and then builds plans to deliver the desired business value. We bring know-how, innovation and a true sense of partnership to drive costs down and efficiency up. We learn fast, think fast, and deliver fast.SOLUTIONS - ASP.NET - Linux, Apache, MySQL, PHP (LAMP) - Java / J2EE - eCommerce / Magento - Salesforce.com / Apttus CPQ CLM / Apttus X-Author- Bullhorn Integration SERVICES - Development of strategic solution road maps- Application Modernization- Business process design and automation - Sales automation (Lead to Cash) Salesforce.com- Configure Price Quote (CPQ) Apttus- Contract life cycle management- Project planning, project management, implementation - Systems integration - IT resourcing, staffing and expert services

- Responsible for overall management and delivery of APTTUS' Quote To Cash suite of products- Delivered customized solutions in the Salesforce.com/Force.com platform- Managed multi-million dollar portfolio of projects- Worked with upper management to help grow the PS team to meet increasing demand- Engaged with customer leadership teams to ensure business objectives are met- Nurtured customer engagements to expand the relationship resulting in additional engagementsApttus solutions enable end to end lifecycle capability for customers, partners and suppliers. Apttus applications include Configure-Price-Quote (CPQ), Partner Management, Renewals Management, Contract Life-Cycle Management, Revenue Management, and Supplier Relationship Management (SRM).

- Working with Dell stakeholders to help create a new SaaS selling platform for Dell. - Implementing Cloud based technologies to enable rapid deployment to support new businesses, and acquisitions- Technologies include: Salesforce, Eloqua, Zuora, Apttus, Boomi, Apigee,

- Responsible for developing new business and making sales presentations to prospective clients- Managing existing clients and project deliverables- Recruiting new consultants for delivery teams with new and existing clients

• Managed the proof of concept, development, testing, integration, and implementation of a custom solution to optimize the coal blending formula increasing increase the production of Coal (est. benefit >$10Mil)• Consulted with business and executive management stakeholders to determine where there were opportunities for improvements with the current process that could be leveraged using the new approach• Managed multiple iterations of the product to ensure user adoption (Agile)• Managed the development of a customer web portal to allow sales agents access to reports, client data, forms and new product information• Portal deployed using Joomla on Amazon EC2 servers using Azure to integrate the site with an internal CRM

• Implemented a custom SharePoint site to manage the collection and storage of technical return data • Implemented several department level SharePoint team sites• Developed and validated KPI metrics and implemented an automated reporting dashboard with drill down • Deployed the solution using MS technologies (SQL, SharePoint, SSIS, SSAS, SSRS) • BI data warehouse developed using Data Vault approach• Managed the analysis and implementation of an inventory management solution in SAP MM• Managed the vendor selection process for a regulatory compliance and risk management solution, including: requirements definition, vendor solicitation, vendor presentations, vendor evaluation and feedback • Implemented an interim solution to support the business during the vendor selection process (SharePoint)

• Manage work teams to implement 3rd party business application solutions controlling cost, scope and quality• Re-engineering business processes to save money and better meet customer expectations. • Develop and manage the vendor selection process (RFI, RFP)• Major projects included, Resident Assessment application (MDS) implementation mandated for long term healthcare• Various infrastructure upgrades including server virtualization (VMware) and a WAN audit and upgrade.

• HP Service Desk implementation - Led a team of 15 people to implement HP Service Desk with custom interfaces, process re-engineering and user consolidation from several applications to a single application. Saved Shaw $000’s as a result of reduced input errors and manual re-work.• Real Estate Management software implementation - Sourced, implemented and integrated to Oracle Financials a real estate management application saving the company over $600k in year one. Modified workflow and business practices to reduce the group from 6 staff to 4 staff

• Worked with executive management analyzing business problems, documenting possible business solutions and working with IT management to implement appropriate solutions. • Represented IT to the business and worked with the business to develop business cases for proposed projects. • Developed business cases including budget projections, ROI, IRR, NPV and break-even analysis resulting in over $4M in project funding.• Responsible for the documentation and implementation of several development initiatives involving custom code changes and business process redesign to support changing regulations and business needs.• Documented many business processes across the organization and worked with the business to redesign processes to save the organization money while minimizing capital expenditure.

• Re-engineered business processes to meet strategic objectives, local market needs, and international best practices enabling exchanges to attract new listings, increase liquidity and increase investor confidence.• Specialized in the automation of trading, clearance, settlement and risk management systems for equities, bonds, derivatives and mutual funds.• Worked on projects in Bermuda, Bahamas, Kenya, Egypt, Saudi Arabia and the Philippines on projects ranging in size from $50k to $7.8M USD.