Lisa Hess Email and Phone Number

During my tenure at Decision Research Corporation, the company underwent a four-year transformation. Scaling operations, enhancing market relevance, growth strategies, and boosting industry standards within the organization. This growing drive led to its acquisition by market leader Majesco in January 2024.During the transition of DRC to Majesco, I provided support of the following: • Coordinated with Majesco personnel the training materials needed for the transition. • Presentations/demonstrations of the DRC product set to Majesco personnel. • Provided direction and was a team member during Proof of Concept / Pre-Implementation Analysis projects that progressed to successful contracts. • Procurement actions accomplished for new client contracts, renewals, and SOW’s. Communication with legal, sales executives and signees for modifications.

• Accountable for assisting with license sales and consulting/implementation services that resulted in over $25 million in profits and increased total revenue by 15%. Key achievements while at DRC: • Created and implemented Sales & Marketing processes involving: • Salesforce • Opportunities workflow, marketing campaigns, lead entry development • Checklists for new prospects and demonstrations • Established scheduled internal meetings with departments for demonstrations, implementation projects, and current client needs.• Demonstrated the DRC Insurance Platform to prospects and current clients to show the product features/functions per their needs. • Driving the development from inception to completion of the sale progression: • Initial contact to prospects, whether it be from website leads, tradeshows, or other avenues. This includes new sales to current clients, defining client requirements. • Coordinated colleagues for the necessary presentations/demonstrations, RFI/RFPs, and ongoing support during the activity. • Provided direction and was a team member during Proof of Concept / Pre-Implementation Analysis projects that progressed to successful contracts. • Procurement actions accomplished for new client contracts, renewals, and SOW’s. Communication with legal, sales executives and signees for modifications. • Developed and maintained industry analyst relationships via communication of quarterly calls (Celent, Novarica, SMA, Aite Group, etc.).

• Assisted with a Ratabase revenue increase of 10% via projects/upgrades for current customers.• Worked directly with the developers and QA to learn and understand new tasks within Ratabase. This ensured successful presentations/demonstrations to prospects and current clients.• Created a scheduled work project with corporate marketing to upgrade the insurance segment documentation. • Lead person organizing tradeshows and conferences, including the logistics of establishing contacts before the show, promoting attendance with corporate marketing, booth needs, and follow-up post-show opportunities.

• Worked with current clients, gathering data to define and implement necessary enhancements. • Gathering said data included creating the teams that would be on-site as well as remote, and establishing protocols (i.e., Jira for work orders) to ensure successful enhancements.• Created and maintained the work orders for fixes, enhancements, interfaces, reports, etc. • Demonstrated completed enhancements to clients.

Consulting at GuideOne Insurance to implement Guidewire’s Policy Administration System.• Created and developed the underwriting guidelines for a new insurance line of business, Non-Profit. • This included establishing meetings with various departments to collect information, working with co-workers for successful rate development, creating work orders for developers, forms generation, etc. • As a User Acceptance Testing team member, created the detailed testing scenarios to be incorporated within UAT Testing for the Non-Profit line.

Prairie Hills Senior Living Community, Des Moines, IA Community Relations Director • Worked with prospective residents and their families to find the appropriate housing solution. Occupancy level went from 76% to 85%. • Created a marketing plan that included productive relationships with other businesses and resources for senior adults. The directive of this work was to receive referrals from those sources.

Lifespace Communities, located in Des Moines, Iowa, is the sixth largest independent living provider and seventh largest senior living provider of non-profit retirement communities in the United States. Originally formed as Life Care Retirement Communities, Inc., in 1976, the organization owns and manages a network of 12 Life Care communities in Florida, Illinois, Iowa, Kansas, Minnesota, Nebraska and Pennsylvania. In 2009, the organization changed its name to Lifespace Communities to better reflect the total experience of senior living. The organization has annual revenue of $200 million and employs a staff of over 2,500.Business Development Coordinator • Created and cultivated productive relationships with other businesses and resources for senior adults to offer resources to prospects and receive referrals from those sources.

• Responsible for creating and presenting product and service demonstrations. Developed the evaluation process of product for prospects.

• Main contact for Aon eSolutions West Coast customers and responsible for continued organic growth. Responded to Request for Information/Request for Proposals, and presented products and services to prospects.

• Designed Marketing processes for initial contact with prospects. Followed up with a demonstration of products and services, moving from prospects to clients.

• Responsible for cold-calling, identifying, and leading several prospects to new customer status which resulted in new and recurring revenue, totaling more than $9.5 million in license sales.• Took the initiative to learn: • Salesforce – incorporated the product for outside sales processes, and created marketing campaigns. • WebEx - developed, organized, and delivered webinars of Guidewire products.

Fiserv Insurance Solutions (now as part of the Sapiens corporation) delivered the industry’s widest range of technology solutions and services to insurance carriers, agents, and broker-dealers. • Assisted with the creation and transition from “green screen” products to web enablement. • Demonstrated products and was part of the implementation team for product license sales and consulting services providing over $30 million in revenue.

• Provided ISO support for clients, working on rating algorithms.• Worked with developers to provide testing of updates to the system. This led to working with the sales executives, presentations and demonstrations to prospects and clients.

• During my tenure at Marriott, I went through the managerial program, working each department to learn the various components. • While within the Courtyard by Marriott organization, created the marketing campaigns for new hotels, subsequent open houses and marketing directives for the surrounding areas of the new locations. • Was part of the sales and marketing team that opened the suite location in Downers Grove, Illinois. •Coordinated the sales of banquet rooms, block of hotel rooms for weddings, corporate meetings, etc.