CoreCLM helps law firms, corporate legal and purchasing departments, and government contractors rapidly review contracts using AI while also reducing risk and increasing compliance. We also specialize in legal technology consulting and professional services. Developed and marketed LegalAI.ai, a SaaS product that uses AI to review and extract key information from contracts saving clients time and money while reducing risk. Also created SmartGov for the Federal Government, an AI-assisted application that simplifies the FAR matrix and contract creation. Manage financials, operations, and advisor relationships, and negotiate all operational, SaaS product, and consulting contracts.

CoreCLM brings innovative solutions driven by advances in AI/ML to the area of contract management. Organizations have inadequate insights into contractual obligations, revenue leakage, and risks that impact revenue, sales, brand optics, and other business outcomes.Our Contract Intelligence AI solution identifies correlations and patterns across the enterprise. It uses such insights to make intelligent predictions and recommendations for better contract performance.

Partnered with an alternative legal service provider to provide consulting and professional services to a Fortune 500 manufacturing company for the discovery, assessment, and selection of a Contract Lifecycle Management solution. Worked with senior legal, procurement, and sales leaders to move from ad hoc manual processes for buy side, sales side, and corporate contracts to an enterprise-wide CLM solution with streamlined processes. Lead all aspects of project including SOWs, project management, strategic planning, change management, integration & contract migration planning. Also lead a CLM assessment/selection project for a $20B+ conglomerate along with the enterprise implementation of a regulatory risk management solution and two data analytics projects.

Worked in tandem with Global 1000 clients to perform strategic planning, design and implement enterprise-wide solutions, optimize processes, and support change management and training initiatives. Provided pre-sales support by partnering with vendors, creating and presenting proposals to prospective client executives and key decision makers. Created SOWs for consulting services ranging from $50K to $1.5M+. • Implemented Apttus Contract Lifecycle Management (CLM) solution for Fortune 50 company with operations in 150+ countries.o Replaced 5 divisional/specialized contract management systems with a single solution used by legal, procurement, finance, and business users. Reduced number of contract types by 70% and automated storage of signed contracts. o Created first ever self-service contract creation process used by business users for NDAs and high volume, low risk contracts.o CLM project was a subset of a larger $75M+ Source to Pay initiative which included upgrades to SAP ERP and Ariba procurement. o Recognized as only consulting team to complete Phase 1 on-time and within budget. Used a flexible combination of Agile, Rapid Prototyping and Waterfall to accomplish the project goals.

Created legal PMO and managed a shared services team that implemented and supported technology solutions and business processes for 100+ lawyers across 4 Cox divisions. Supported all internal functional areas and 400+ external law firms. Handled $1.5M legal technology budget along with technology vendor contract negotiations and ongoing vendor management. Supported financial management of $70M+ legal budget. • Pioneered digital transformation of legal at CEI and divisions by assessing and implementing 5 enterprise-wide legal solutions in a 2.5-year timeframe in partnership with internal IT and external legal consultants/vendors. • Consolidated three different divisional matter management/eBilling solutions into one new enterprise solution. Without a strong corporate mandate, overcame substantial objections from 4 highly independent divisional leadership teams to using a single solution by employing an innovative consensus mixture of persuasion, influence, engagement, communication, collaboration, and change management techniques. • Conceptualized and championed 3-year Legal Technology Strategy Roadmap and led program management effort to implement. • Implemented service request solution and standardized legal business processes across divisions increasing efficiency by +30%. • Started 1st ever meetings with top outside counsel firms to strengthen working relationships, address billing issues, streamline business processes, improve collaboration, and reduce cost.

Coordinated all facets of technology projects for CIS enterprise solutions for legal, supply chain, and other functional corporate departments. • Despite having no prior legal system experience, successfully turned around two struggling enterprise-wide legal projects (matter management/ebilling and contract management) and led the cross-functional teams that simultaneously finalized both projects within five months. Established comprehensive support structure along with enhanced reporting and metric management. • Removed manual processes and reduced billing related errors by +25% by leading teams from CEI, Manheim, AutoTrader, and Cox Media Group to establish automated eBilling interfaces to Oracle and Great Plains financial systems. • Completed two Fleet Data Mart (Business Intelligence) projects, performed enterprise-wide upgrade of room scheduling/event management software, and implemented new software for HVAC system management.

Manage strategic and financial operations for consulting and full-service web design and development firm delivering services for businesses and non-profit organizations. • Lead the sales, SOW’s, design, and implementation of website and related services for 20+ SMB clients. Over a 3-year timeframe, increased sales by almost 100% for 1 client after analyzing their business and implementing a mobile enabled eCommerce site which supplemented their existing brick-and-mortar business and smoothed out their seasonal revenue. • Served as Senior Consultant at Enspirix on project involving change management, strategic planning, and implementation of global collaboration platform for ITT; facilitated creation of Collaboration Center of Excellence, as well as developed and taught series of collaboration training courses provided through webinar to over 5,000 employees. • Fulfilled role of Project Manager and Internal Consultant for International Hotel Group (IHG) to vet and augment business processes and systems utilizing Slim Six Sigma, Agile, RAD, and other process improvement techniques. • Accommodated 30% increase in workload volume and condensed turnover that surpassed 50% by reorganizing Franchise Admin Department moving it from region based, broad skillset to centralized team with specialized functions and expertise.

Directed team of 2 managers, 4 supervisors, and 45 associates implementing and delivering operations supporting 1,500 B2B vendors. • Vetted overall EDI program to create strategic plan and gain executive support for implementation of new EDI business model facilitating future growth. • Transformed team from hourly to salary and provided extensive mentorship and training on project management, quality management, and business process improvement techniques.• Developed metrics and trend tracking tools to better manage implementations. • Engineered detailed process and project plans reducing implementation time by 40% while improving quality by +30% and vendor satisfaction by ~50%. • Overhauled business process for small vendors by developing web-based invoicing application, dramatically boosting efficiency and slashing average implementation time from 5 weeks to 10 hours. In Chief Systems Engineer, Project Manager, and Project Leader roles,• Aided with multi-year, $5M eCommerce project to transition homedepot.com to portal platform providing increased flexibility and scaled to accommodate 1.1M visitors per day.• Managed all major software development releases for HD.com and monthly and quarterly maintenance releases; functionality improved overall customer experience and integrated website with over 2,000 retail stores. • Led 5-person team completing 12 key business portal/website projects within 2 years; guided cross-functional team developing imaging solution for +90 associates in Payroll Department, which enhanced customer service levels for 250k THD associates and condensed costs by $1.6M per year. Created strategic plan for enterprise-wide use of new collaboration solution and implemented over 500 sites over 2 years.