Jerry Wheelock Email & Phone Number

Greater Boston Area

Currently working with the non-profit BEST Corp to fully integrate SalesForce into current business processes for workforce training of immigrant hospitality workers. I work with senior management to provide data on funder questions on program metrics, demographics and underserved regions. I use Excel 2016 pivot tables extensively to further refine SalesForce reports to meet funder and internal needs.Implementation project work included: • preparing RFP and requirements to select consultant for initial Salesforce launch• extensive scrubbing and data preparation from FileMaker 12 Pro for import into SalesForce• defining and creating custom reports, objects to meet funder report needs• training individual staff for data input and reporting• working with consultant to refine and enhance their SalesForce classroom management add-in• performing mass updates using Excel and Bulk Data Loader

Greater Boston Area

Providing pro bono assistance to non-profits for projects such as database conversion for contacts and donors, Office 2003-2013 training.Prior engagements and activities:• Provided Excel 2010 training and guidance on creating standardized templates for A Higher Ground in Roxbury, MA• Converted database of non-profit client and account information to Saleforce.com for Executive Service Corps of New England, Boston, MA (ESCNE)• Acquired 15 desktops and Office 2010 suite packages for St. Mary of the Assumption School, Brookline, MA• Trained staff on Office 2011 for MAC and to convert data between two ticket and donor tracking systems for Actors’ Shakespeare Project, Somerville, MA

Greater Boston Area

• Team Lead for implementing SCCM 2007 Software Updates infrastructure to replace Altiris Patch Management solution. Worked closely with India Engineering team over six months to meet project schedule on-time for production readiness.• Technical Lead for design and deployment of customized Office installation packages for all suites. Worked with local and international business units to adapt settings to legacy applications• Managed early adoption program for Office 2007 and upgrades across suites• Led Microsoft engagement to scan 47 million network-based Office files for Office 2010 compatibility issues using Office Planning Migration Manager (OMPM) toolset.• Acted as consultant to global remediation team and Corporate Security group to diagnose patch and application installation issues. Created custom logging and repair tools to capture installation information and proactively repair system issues.• Introduced new application packaging technologies and processes to 30+ Desktop engineers in US and India for XP and Windows 7. Selected to travel to India for three weeks to train new engineers. • Developed and documented design specifications and process flows as part of a cross-functional team for a work-flow management tool to guide packaging efforts through design, certification, and production steps. • Volunteered as Mentor in Fidelity program for technology associates.

Norwood, Ma

Designed innovative solutions to configure training room machines to provide training in Office and several Microsoft OS’s. • Introduced Ghost Multicast process to reimage 80 remote machines in seven nation-wide locations.• Developed tools and processes to create standardized training environment for instructors to quickly prepare machines for multiple course offerings

Westwood, Ma

Provided outsourced technical support for major corporations including primary contact for Fidelity Investments. Products included Word, Excel, Access, PowerPoint, MS Mail

Boston, Ma

• Coordinated gathering and reporting on budgets and current financial and sales information to CFO and senior management using databases and spreadsheets for $18M social services agency.• Designed data conversion tools for PC to mainframe G/L reporting• Initiated and directed conversion of manual systems to computerized EEO and Personnel databases for Federal and State contracts compliance, Affirmative Action reporting• Designed custom payroll system for sheltered workshop employees to replace manual system.• Installed computer network, server, and phone systems. Purchased PCs and trained staff and physically challenged clients in spreadsheet and custom software usage.• Created daily sales vs. budget tracking system for 20 stores

Boston, Ma

Created and built adaptive equipment for Contracts area using job analysis and work simplification principles. Dramatically Increased client productivity for customers such as Teradyne processing over 100,000 electronic components a week.

Ma, Computer Science

Obtained a Masters in Computer Science which I applied in my role as Manager of Computer Information Services at Morgan Memorial/Goodwill.

Ms, Vocational Rehabilitation

Used my graduate degree in Vocational Rehabilitation to perform vocational testing at several non-profits in the Boston area

Ba, Art History

Art History major