We provide tactical startup, software business, and product management consulting for a variety of needs: business model validation, product team leadership, software roadmapping, user experience & usability audits, behavior analysis, process definition, customer development / avatar discovery, agile project management, internal software needs discovery & implementation, digital marketing, and more.

Advised team for developing product roadmap and user experience for social conversation & hashtag aggregation platform with live-event social display and engagement tools that have been used by Fortune 500 companies at the largest venues in the world (e.g. MGM Grand, Staples Center, Madison Square Garden, etc.)

Acquired by Ministry Brands.Managed globally-dispersed cross-functional teams through the full life cycle of product development: idea, specifications / user stories, development, quality control, release, user adoption, and support. This includes experience with Scrum and Kanban-based Agile Methodologies. Audited legacy and current products to ascertain market competitiveness and created partnership and product recommendations, plans, and strategies for the executive team.Developed strategy and led team efforts for standardizing and optimizing product development lifecycle and user experience by implementing the use of style guides, user personas, usability testing methodologies, product definition standards, user adoption pathway modeling, and multi-fidelity rapid prototyping with Axure RP and Bootstrap. Reviewed legacy, SharePoint-based internal product backlog management processes and systems across product, sales, professional services, development, and customer support departments. Drafted optimized business workflows and directed a highly customized, enterprise-wide deployment of Atlassian’s JIRA solution to 150+ people. This included creating comprehensive documentation and a "train the trainer" method for each department to ensure long-term success and staff on-ramping. Implemented an augmented version of Google's Design Sprint methodology with very lean team for increased customer / human engagement and design validation.Extreme focus on usability and user experience!Championed adoption of modern SaaS tools and business strategies. This included an emphasis on defining metrics to understand, measure and optimize how we solved customer problems. E.g: Mining databases for customer / user insights, user adoption process modeling, click tracking, feature usage analysis, session recording, heat maps, conversion analysis, usability testing, system / front-end performance monitoring with New Relic, Segment.com, and more.

CustomerDish provided Intelligent, customizable, conversation-based text-message (SMS) survey, targeted marketing, and event engagement solutions.Acquired in 2013.

Acquired by ParishSOFT.Redesigned and restructured a comprehensive Product Release Lifecycle that included coordination of all deliverables, expectations, and responsibilities across all departments and Executive Management for successful and streamlined product release. Planned implementation of enterprise-wide product and release management systems for bug, feature request, enhancement tracking and collaboration using Atlassian’s JIRA.Reinvented user experience of robust, flagship People / Group / Asset Management, Fund Accounting, and other desktop solutions with new, polished interfaces for the 6,000+ customers. Developed a comprehensive product roadmap for 17 desktop and web applications for the first time in the company’s 30-year history, which included a phased plan for transitioning from a legacy desktop-server environment to a cloud-based rich internet application ecosystem. Actively monitored competitors, industry trends, trade publications, programming technologies, industry leaders, customer needs, support staff feedback, etc. for defining and directing product vision. Engaged with customers via surveys, interviews, on-site work observation, and focus groups for better understanding customer needs, environment, problems, and desires.Drafted Business Requirements Documents, Market Requirements Documents, Product Requirements Documents, and User Requirements Documents and Product Release Notes.Defined and released limited mobile-web experience of core legacy web solution.

Acquired by Logos Management Software.360hubs bootstrapped, launched and supported an award-winning customizable enterprise social networking platform that allowed any organization to create a unique public, private, or hybrid “affinity hub”, using their user security and branding requirements, to connect people with ideas and resources. ----Co-Founded, built, manage, and operate an award winning enterprise social network platform, web solutions, and Software as a Service (SaaS) company from $0 to $750,000+ in annual revenue funded by viral sales growth in less than 3 years.Analyzed client business plans, requirements, user security rules, and information systems for architecting creative integrated solutions.Interdisciplinary experience supporting CEO with organizational decision making involving operations, capitalization, financial projections, human resources, vision casting, market research, business development, customer support, and information technology.Composed detailed Environment Definition / Functional Specification Documents and interactive Rapid Prototypes (using Axure) to define / support sales efforts and client solutions. Managed multi-phase projects by interacting with clients, a global software development team, graphical designers, marketing / PR, sales, solutions analysts, and executive management teams.Served clients, internal team, and decision makers as an Account Executive. Responsible for product development roadmap and user interaction design of enterprise software platform including understanding industry / technology trends and client needs.Implemented internal IT network, project management, client support, and CRM systems. Trained internal and client staff on using various information systems for successful self sufficiency. Created product user / admin manuals, marketing copy / graphics, and other documentation.

TheDotComCompany.net Web Solutions provided web hosting, web development, and search engine optimization (SEO) services... supporting 400+ customers. Drafted a strategic business plan for the integration and implementation of all Internet services with detailed annual business development goals.Maintained online and offline content, graphics, and multimedia.Coordinated projects with contractors across multiple geographical and language barriers. Designed an integrated CRM and billing database for administering accounts and allowing effective and efficient technical support. This supported an annual 98% client retention rate.Organized marketing mix on limited budget, extending market appeal and brand recognition for penetrating existing and derived prospective target markets.

Reported Directly to the Chairman of the Board of Directors.Organized a beta testing program for a new head-mounted display hardware product. Assisted in defining product modification needs and restructuring the perceived optimal demographic audience and marketing strategy.Developed and deployed an Internet feedback system for product testers based.Provided critical, in-depth needs analysis for website and advised Web Operations Team on web development strategy.

Performed web site needs analysis, which resulted in completely redeveloping the web sales & marketing strategy. Web site developer and computer technicianManaged, maintained, and normalized the company’s extensive customer database using ACT!Assembled and troubleshot Windows-based computer systems on the internal network.Provided support for and assisted developing relationships with current and prospective customers.