Currently working on getting our first short film, a comedy called Autonomous, produced.

A very small arts non-profit that develops new plays

• NetSuite Lead for NetSuite re-implementation• Frontline post-implementation go live support • Gather, write and test NetSuite business requirements• Train all users on the re-implemented NetSuite solution including custom forms, new roles and new permissions.• Vendor management including coordination of developers within an Agile framework • Managed NetSuite for a new Amazon integration using Celigo• Troubleshoot Celigo errors including scheduling, updated mapping, and item aliases• Manage approximately 225 users

• Work with a wide variety of clients on solving their NetSuite problems through creating saved searches, data analysis, business process analysis, and new modules. • Configure and install the Fixed Asset Management module at multiple clients.• Review different client help desk systems as part of the company wide initiative.• Train/mentor junior employees on NetSuite and business.• Assist the sales department by demoing FAM and other modules for possible clients.• Produce detailed notes with solutions for potential clients after sales calls on how NetSuite can meet their needs.

• Configure Avalara for various clients in different environments• Verify and upload Fixed Asset Management data in to NetSuite and run test depreciations• Created Managed Services Department structure for deployments transitioning to support• Create and update user roles and permissions across various companies• Test and troubleshoot Boomi and Celigo integrations • Gather and write requirements for banking integrations and other systemic changes• Trained users on how NetSuite worked in their specific environment

• Fixed Asset Module implementation including test plans, data verification, and role creation.• Document and train on how P.O.s are used in NetSuite • Set up inventory counts for the roasters so they could quickly and easily count coffee on a weekly basis. The changes led to a 2-hour time savings.• Support approximately 65 users in their day-to-day NetSuite needs.• Troubleshoot production problems and provide solutions, including assembly builds and inventory • Develop custom saved searches to answer business questions

• Implemented Fixed Asset Module including installing the NetSuite bundle, uploading all the data, verifying the accuracy of the data through reports and user training.• QA testing for integrations changes between various applications—primarily WorkDay to Coupa.• Adds/Move/Changes for Coupa, Concur, Avalara and Blackline• Generate quarterly SOX documents including user access review and change management.• For SOX compliance walk the auditors through various controls and process to verify accuracy.• Developed the requirements for the NetSuite India implementation including installing the changes into production• Respond to user requests and enhancement requests• New version testing of NetSuite and Coupa.

Adds/moves/changes for all 215+ NetSuite users including troubleshooting forgotten passwords and security questionsTier 1 & 2 support for all users including documenting steps to reproduce for escalation to development partners or NetSuite supportWrite and use test plans for all new custom features and releases, including finding major defects in the release preview environment before the upgradeCreated a blog to provide information on new features to users on their dashboardsWorked with users to write new feature specifications and then implement the change within NetSuiteAdded and modified fields, forms and other sections of the UI to meet user and business needsWrote custom saved searches and reports for users to meet business needsUpdated accounting reports with new G/l codes as directed by accountingOn-site troubleshooting for particularly tricky issues, especially surrounding NetSuite lag timesBuilt new roles with the correct permissions and dashboards for new divisionsDeveloped an internal change log to track and document small system changesWorked directly with SCS Cloud developers to implement new features and fix any issuesPresented Everything You Wanted to Know about Inventory Counts and More! at SuiteWorld 2019.

• Conducted first full parts inventory in over 5 years, including creating sheet-to-shelf spreadsheets that listed all of the parts number, quantities, cost and list prices• Performed P/L analysis and developed strategic recommendations to increase profits• Initiated and instituted program to develop, track and analyze sales metrics to increase profitability and support business decision making• Developed and instituted an inventory management system that increased physical count efficiency and ensured effective supply chain management• Effectively lobbied the City of Berkeley to eliminate parking restrictions that were damaging customer accessibility

• Designed and delivered full implementation of Salesforce.com including lead tracking, reports, pipeline management, and dashboards • Served as ongoing Salesforce.com administrator to improve reporting and address the evolving needs of the organization• Trained salesforce on effective use of CRM to ensure appropriate use and data accuracy• Advised headquarters in China to ensure an effective presence at key US events, maximizing lead generation

• Created small accounts program to sell surplus inventory to previously scrapped leads • Received employee of the quarter award for generating $350,000 in revenue through small accounts program• Provided technical, operational, and competitive information to prospects and customers • Served as NetSuite Administrator to create reports, dashboards, and screens and fields to support evolving business needs• Defined requirements for Salesforce.com implementation and migration from NetSuite through user interviews and business reporting requirements

• Built support organization from scratch, including SLAs, ticketing, customer success for SaaS and on premise inventory management application• Developed and implemented procedural and escalation policies to improve and streamline the support process• Identified key client upgrade issues and reported trends to development and other internal teams• Consulted with customers on how to customize software to meet key use cases and desired operational needs• Collaborated with engineering to enhance future software version and bug fixes• Trained new hires on Eatec technology, including basic troubleshooting, configuration, use cases and deployment guidelines

• Played key role in the development of the Customer Service and Provisioning Divisions serving a client base that increased 200% in under two years• Recruited, hired and trained new direct reports including performance appraisals and professional development plans; provided coaching and feedback for up to 14 people• Drove project to implement infrastructure for next-generation cloud offering resulting in increased customer satisfaction, cost savings and the development of new revenue generating products• Initiated and developed 1st and 2nd level technical support procedures to deliver better customer support and trouble ticket resolution• Coordinated facilities relocation for 25 employees with zero impact to customer service delivery

• Independently did callbacks on orders with missing credit card information. This extra effort brought in nearly $100,000 in additional revenue over a three-month period• Handled over 90 customer calls daily, processing and confirming catalog orders for retail establishments• Ensured timely shipment of customer orders by tracking inventory and managing logistics with the shipping department• Skillfully researched and resolved customer complaints and discrepancies; identified areas for operations streamlining and provided effective solutions for customer service quality improvement

• Created MS Project Central On-Line Repository and coordinated multiple software development projects serving as communications hub for engineering teams in Northern and Southern California• Designed, wrote, and implemented end-user online documentation system using Robohelp • Assisted third party vendors with integration and testing of financial software package that was delivered to the end users on time and on budget• Prepared comparative analysis of competitors’ RFP; designed competitive, impactful marketing documentation prototypes and managed responses to updates in presentation package

• Generated master schedule of all software development project plans for commercial building energy analysis platform• Used Peregrine to work with members of the Support Desk to insure timely and accurate resolutions to customer concerns• Developed, wrote and maintained engineering intranet site (20+ pages- HTML) with frequently updated documents• Evaluated and analyzed third party software (Caliber-RM, DOORS, and MS Project) for suitability and compatibility resulting in process development enhancement and improvements• Took “ownership” of numerous special projects requiring code customization resulting in more efficient process management and communication between the Engineering and Professional Services groups

• Served as primary contact for Pacific Bell employees during a major deployment and replacement of PC equipment to make machines Y2K compliant and to meet leasing requirements• Diplomatically coordinated complex aspects of hardware and software deployments with outside vendors, internal clients, and technical teams. Managed all transition documentation for the on-site technical team• Created and led critical client stakeholder meetings using PowerPoint presentations explaining the hardware change-out process

• Participated in the development and maintenance of a complex rollout schedule for a highly aggressive NT deployment (180 servers at 40 different sites in 90 days)• Calmly handled “crisis management” server deployment issues keeping all associates and stakeholders apprised of accurate equipment routing procedures