Lynn K. Email & Phone Number

United States

San Jose, Ca

Reporting to the Director, Quote to Cash, managed a team of 4 Sr OM Specialists whose main responsibility is to process purchase orders from Distributors, Direct Resellers and a few Direct Customers, worldwide. POs are processed against SFDC quotes, processed in NetSuite. Directly responsible for review and release of sales orders, against stringent Rev Rec rules, ensuring all fields are correctly populated. Focused on quality to ensure a correct, clear and payable invoice. Helped the team manage the workload, to work PO and Quote issues with Distributors, inside and outside account managers and sales reps worldwide. • Worked with a skilled team of OM Specialists, including working from home during COVID• Ensured daily PO volume was processed, sales orders released or hold reasons communicated• Encouraged team members to take on special projects in order to balance out the workload among all• Reassigned sales region coverage on an as needed basis• Worked quote or sales order issues with the OM Specialists, Account Managers, Ops• Addressed/resolved Rev Req questions or issues regarding sales orders• Worked SFDC asset issues with the team and IT• OM responsible for the monthly Pro Service completion fulfillments, and quarterly debookings• Participated in UATs for new SFDC or Netsuite features, as well as new product offering processes.

Sunnyvale, California

Led an Order Management team of 12 specialists in 3 locations. The team managed bookings for our product line with revenues up to $70M per quarter. We evolved to where orders were received mostly from distributors worldwide via EDI or online ordering tools. Produced license keys for ordered features, followed up with any order issues or questions. Routinely tasked with ad-hoc projects. Continued to manage the special project providing Cloud service to a select group of customers. Took care of all OM issues from initial order to service delivery, including Moves, Adds, Changes (MACs). Worked closely with Mitel and my team during the acquisition period through integration of tools.• Kept the team focused and on track to customer sat and revenue goals while working with the Mitel integration team to demonstrate ShoreTel processes and procedures.• Maintained item attributes, created and routed for approval Engineering Change Orders (ECO) for saleable items, worked with relevant personnel to keep ordering tools and price books up-to-date and accurate, and then transitioned to Mitel’s Agile PLM system.• Served on team to integrate the ShoreTel backlog into Mitel’s SAP, while helping my team work with the new ERP system, following new processes and procedures. Transitioned the beginning backlog and OM team to Mitel’s SAP system in April 2018.

Sunnyvale, Ca

Oversaw Order Management at Corporate location, as well as Licensing and Document Control. The OM team managed all orders and communications with the ASIA/PAC and CALA regions. Document Control maintained saleable items, their bills of materials, and processed ECO’s as requested by Engineering and Product Management.• Reviewed and approved all department-wide procedures. Collaborated with IT on process improvements for productivity. Participated on the team created to expand our selling model to Distribution.• Developed and directed the process for retrieval/invoicing of evaluation/proof of concept shipments, and BETA trials program. • Managed Document Control Specialist who was responsible for all aspects of Document Control for Corporate and Cloud Division programs and saleable products. • Served on teams for ShoreTel Licensing, BETA programs, IT teams for OM process improvement. Represented OM on the 8-month cross-functional team to implement Microsoft AX which ultimately replaced our ERP system.• OM Project Manager, 4+ years for a special ShoreTel Voice as a Service (SVAS) program serving select service providers and reselling partners for key customers who wanted Cloud Service, but dedicated hardware/software in the data center. Responsible for tracking customer from initial contract through the service turn-up, then monthly invoicing and ongoing reseller/customer service and maintenance. Program generated ~$125K MRR.• Developed and prepared quarterly metrics (excel/pivot tables/charts), reporting OM KPI’s.

Sunnyvale, Ca

Accountable for all Order Management and Licensing functions, overseeing initially 2, growing to 12 team members, 4 of which were hired to work in our new Austin office. From manually booking orders to semi-automated orders submitted via a custom online quoting tool, the team booked orders submitted from our worldwide reseller channel from $8M per quarter to $30M per quarter during this time period.• Led the OM team, worked to develop and meet our commitment to ship orders within 24 hours, provide license keys within 24 hours, and not leave anything shippable on the backlog at the end of each quarter.• Managed worldwide software licensing. The Licensing Team worked closely with Resellers and Customers to help them manage their license compliance.• Managed the customer order backlog, ensured orders shipped on time by reviewing inventory reports. Reported backlog status bi-monthly to Operations Director, more often at quarter ends.• Worked through all OM procedures to become ISO compliant in preparation for IPO. Worked with our SOX team management to ensure our procedures were accurate and auditable.

Sunnyvale, Ca

As one of the first 100 employees to join the company, was the sole Order Management employee responsible for booking all sales orders. Quarterly revenues were in the $1M-$8M range during this period. OM processes were manual, with a very basic ERP system.• Defined processes and executed all OM responsibilities for Shipping, Receiving, Inventory, and RMA.• Requested, and then aided in the development of, an intricate Excel quote tool which promoted consistency among the Sales organization, resulting in more accurate purchase orders.• Managed relationships in our Direct Sales Model, working with both Sales Reps and Customers. Directed Contract Manufacturers who fulfilled customer orders on our behalf.

Mountain View, Ca

Master Scheduler (2 yrs) • Worked closely with Product Marketing and Operations to update the master schedule reflecting the updated product forecast for the bi-weekly Material Requirements Planning (MRP) run. • Worked with buyer/planners regarding any issues with their MRPs.• Met monthly with Materials Team to review and plan for excess and obsolete inventory.Order Fulfillment Planner (3 yrs)• Worked with Order Management, Production team and Distribution to schedule customer orders and then ensure on-time production and shipment of my product line of approximately $200M per quarter.• Met daily, sometimes 2x or 3x daily, to review daily Starts to ensure production plan would meet scheduled shipments.New Products Planner (4.5 yrs)• Worked very closely with Engineering, Purchasing, Kitting and Contract Manufacturers to acquire new, unforecasted components, pull kits to the latest prototype BOMs, schedule assembly with CM of Prototype and Pilot PC boards for quick turnaround delivery to Engineering for prototype testing. • Maintained assembled kits with rework parts, instructions and quick-turn delivery of any prototype assembly updates. • Transitioned new products to Production Planners when BOMs were stable and being reliably produced.• Successfully transitioned 3 new products to Production. One of them, the Octane, contained 5 PCAs, and from prototypes managed 47 unique assembly revisions to get to the Pilot stage prior to full production.