Responsible for business development and delivery oversight within Utah, Minnesota, Wisconsin, Missouri, and Iowa.

Delivery Manager responsible for estimating, resourcing and delivering all projects.

Senior Consultant experienced with Business Process Analysis, Project Management, Salesforce.com, Microsoft Dynamics CRM. Certified Salesforce.com Administrator, Developer and Consultant.

-Responsible for designing (COTS) case management system implementation requirements which include source system extraction, data transformation, database extension architecture, case management workflows, and system integration.-Effectively build consensus among technical resources, business owners, and Norkom vendor.

-Product owner and resource manager for the Salesforce.com CRM and portfolio management accounting platform for start-up financial services company-Responsible for full lifecycle implementation of platform using agile development methodology-Managed project teams of company developers and consultants to customize and enhance platform-Delivered complex projects on tight timelines to realize cost savings-Responsible for product improvement, data quality, user adoption and production support-Thrived in a performance-driven, meritocracyComputer skills & platforms include: Salesforce.com CRM, Eagle Pace Financial Systems, Eclipse (Force IDE), SQL, Visualforce, Apex, Salesforce Platform Customization, CVS, Salesforce Data Loader, Connect for Microsoft Outlook, Salesforce Office Toolkit, Salesforce Mobile, HTML, XML, CSS, Lombardi TeamWorks Major ProjectsOracle (Siebel) CRM On Demand Implementation-Migrate full system functionality (CRM, due diligence database, and sophisticated new account application), historical data, and reporting to new platform in aggressive six-month timeline. Business Process Migration to Salesforce-Migrated existing business process for opening new accounts to Salesforce.com Platform-Responsible for full project requirement documentation, project management, budget tracking, issue management, user acceptance testing, and project implementation-Managed small team of internal and external developers using Apex Code, Visualforce, iText, and PERL scripts to deliver pre-filled new account applications in PDF format to advisors.-Project delivered on-time and within budget to realize an annualized cost savings of $250,000Due Diligence Database in Salesforce.comSalesforce.com CRM Implementation

-Managed project teams distributed throughout the western United States (10-60 members) -Maintained excellent stakeholder relationships-Extensive requirements development and documentation-Managed broad range of projects improving operating efficiencies, managing risk and loss prevention-Project budget ranged from $200k – 6.75 MMMajor ProjectsBranch Imaging• $6.75 million budget• 3-year implementation of branch imaging software• Complex business case development• Demonstrated leadership in creating extensive product requirements• Led departments to agree on significant process changesCompliance Reporting• Implemented on-time and within budget Money Laundering Risk Evaluation-Motivated project team to agree on detailed product and process requirementsFraud Prevention-Successful project initiation and gathering of application configuration requirements Other ProposalsPresented to executive management proposals on Lowering Operational Risk Capital Requirements by Compliance with BASEL II, Implementing Project Portfolio Tracking Tools to Streamline Project Reporting, Function Point Implementation to Improve Project Estimating, and Outsourcing Data-Entry Evaluation.

Project Manager-Management of multiple infrastructure projects-Technical project lead implementing health insurance system on a Client / Server -Competencies included: requirements gathering, project planning, resource procurement, change request management, issues escalation, implementation planning and execution-Known for excellent stakeholder relationshipsMajor Projects• Facets System Infrastructure Reorganization• Facets 4.11 Upgrade • Sybase 64-bit and 12.5.0.3 • McKesson CRMS Implementation (ETL System) • Facets 2.961 Implementation-Technical Project leader-Project delivered on-time and below budget-Evaluated training providers for technical resources

-Administered and maintained multiple Windows server environment -Responsible for server migration to new facility-Implemented Y2K testing plan for Windows servers

Managed multi-site server and client environment