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Marshall Happ Email & Phone Number
SVP BI and Applied AI
at
Instead
1 work email found
@sigconsult.com
4 phones found area 561, 678, and 802
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
SVP BI and Applied AI
Location
Boca Raton, Florida, United States
Company size
Who is Marshall Happ? Overview
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Quick answer
Marshall Happ is listed as SVP BI and Applied AI at Instead, a with 3 employees, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at sigconsult.com, phone signal with area code 561, 678, 802, and a matched LinkedIn profile for Marshall Happ.
Marshall Happ previously worked as SVP BI & Applied AI at Instead and SVP Business Intelligence at Corvee. Marshall Happ holds Bs, Industrial Engineering from Georgia Institute Of Technology.
Company email context
Email format at Instead
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{first_initial}{last}@sigconsult.com
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Profile bio
About Marshall Happ
At Corvee, my role as SVP of Business Intelligence has been pivotal in transforming IT and CRM landscapes through strategic implementation of technologies like Fivetran, Hevo, dbt, and Tableau. This infrastructure overhaul has been critical for fostering data-driven decision-making across the organization. Our team's work in reengineering the Salesforce ecosystem has notably streamlined operations and enhanced compliance with SOC II standards.With a strong foundation in Industrial Engineering and certifications in advanced machine learning, I've championed AI adoption, culminating in the successful deployment of an LLM-powered chatbot for tax form processing. The initiatives led by our team have not only improved internal processes but also positioned Corvee at the forefront of business intelligence innovation.
Listed skills include Scrum, Agile Methodologies, Unix, C#, and 37 others.
Current workplace
Marshall Happ's current company
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12 roles
Marshall Happ work experience
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Svp Bi & Applied Ai
Current
Jan 2023 - Present
Svp Business Intelligence
CurrentLed technology roadmap for IT, CRM, and Business IntelligenceDeveloped reporting infrastructure using Fivetran, Hevo, dbt, and Tableau, enabling data-driven decision-makingReimplemented Salesforce ecosystem, integrating with core product for streamlined operationsEstablished IT processes for onboarding, security, and compliance (SOC II, Cyber Insurance)Implemented AI solutions, including LLM-powered chatbot for tax form processing
Aug 2020 - Present
Director Of Business Intelligence
Directed a team of ETL, BI and visualization members responsible for harvesting, aggregating and presenting BI reporting to 500+ employees. Leveraged SSIS, MS SQL Server and Tableau as the primary technology stack.
Sep 2018 - Aug 2020
Sr. Director Of Data And Information Management
Modernizing Medicine® is transforming how healthcare information is created, consumed and utilized in order to increase efficiency and improve outcomes. Our product, Electronic Medical Assistant® (EMATM), is a cloud-based, specialty-specific electronic medical record (EMR) system with a massive library of built-in medical content. Available as a native iPad application or from any web-enabled Mac or PC, EMA adapts to each provider’s unique style of practice and is designed to interface with hundreds of different practice management systems. Today, Modernizing Medicine provides specialty-specific offerings for the dermatology, ophthalmology, orthopedics, otolaryngology and plastic and cosmetic surgery markets. In 2013 Modernizing Medicine was listed on Forbes’ annual ranking of America’s Most Promising Companies.Direct an agile team of developers and analysts, responsible for providing analytics and reporting to all departments, using Qlik, Domo and direct delivery mechanismsDirect a team of Salesforce administrators and developersResponsible for initial 500-user Salesforce implementation at Modernizing Medicine, including integrations with Zuora, JIRA and Modernizing Medicine's Data WarehouseResponsible for data integrity between all internal systems
Jul 2016 - Jul 2018
Director Of Bi And Data Services
Jan 2015 - Jul 2018
Director Of Enterprise Information Management
Modernizing Medicine® is transforming how healthcare information is created, consumed and utilized in order to increase efficiency and improve outcomes. Our product, Electronic Medical Assistant® (EMA™), is a cloud-based, specialty-specific electronic medical record (EMR) system with a massive library of built-in medical content. Available as a native iPad application or from any web-enabled Mac or PC, EMA adapts to each provider’s unique style of practice and is designed to interface with hundreds of different practice management systems. Today, Modernizing Medicine provides specialty-specific offerings for the dermatology, ophthalmology, orthopedics, otolaryngology and plastic and cosmetic surgery markets. In 2013 Modernizing Medicine was listed on Forbes’ annual ranking of America’s Most Promising Companies. Manage a team of engineers responsible for creating integrations between our EMA product for demographic, financial, radiology, pathology, ciinical and other transactions.Develop partner integrations on Mirth appliances and CE instances using sftp and socket-based communication.Administrator for locally-hosted SugarCRM installation.Championed, developed and administer Modernizing Medicine’s first data warehouse, bringing together data aggregated from seven production enviroments, SugarCRM and file-based sources. Used a combination of Talend ETL, JasperSoft reporting (including Mondrian OLAP) and Domo dashboards.
Apr 2012 - Jul 2018
Senior Business Analyst / Scrum Master
Interfaced with Operations leaders to define and prioritize business requirements for new in-house healthcare software.Interfaced with Users to define user requirements for same.Used previous Agile experience to act as Scrum Master during Chamberlin Edmonds' transition to Agile Software Development.Provided assistance to Electronic Data Interface team to help develop custom HL7 EDI interfaces for hospital integration.Provided assistance to Reporting Team with report migration from BOXI to Microsoft Reporting Services.Trained on .NET, C#, TFS Administration, Reporting Services, Mirth and SQL replication for increased value to EDI, Reporting and Development TeamsChampioned conversion of new application to iPad / Cocoa Touch platform around a Service Oriented Architecture for enhanced usability, maintainability and portability.Championed and executed conversion from Microsoft VSS to Microsoft TFS solution, increasing development efficiency and communication with offshore resources.
May 2010 - Apr 2012
Software Product Manager & Software Qa Manager
Determined need for additional/improved functionality for custom manufacturing software, including Finance Management, Product Management, Sales Management, Supply-Chain Management and Contact Relations Management modules. Designed appearance and functional specifications for module improvements.Interfaced with upper management, users and developers to schedule enhancements and oversee development (Agile).Performed QA testing with Seapine QA Wizard, Selenium and Watir automated testing toolsTrained and supported end-users on software changes.Quickly promoted into Software PM and QA role and moved this company to new automated testing solution upon evaluating currently-employed software suitesTrained on HTML, CSS, JavaScript, AJAX, jQuery, PHP and SQL-AJAX interaction for increased valueChampioned major interface changes for usability in custom project management software
Jun 2009 - May 2010
Lv Project Manager
Managed active low- and medium-volume prototyping projects from order to delivery, including SLA, SLS, Polyjet, FDM, Cast Urethane, CNC and sheet-metal processes.Analyzed 3D models and engineering drawings to ensure process compatibility prior to production.Communicated with suppliers, customers and management to ensure quality parts, on-time delivery, and a high level of customer satisfaction.Maintained highest level of capacity while maintaining highest customer service rating of all LV Project Managers
Jun 2008 - Jun 2009
Senior Microsoft Nework Engineer
Lead Microsoft network engineer for Local and Wide-Area Windows NT networks on Ethernet 10MBps, 100MBps, Token Ring 4/16, POTS, and ISDN technologyNOS support (5-250 users) -- NetWare 3.x and 4.x; specializing in Windows NT 3.51 and 4.0Software and OS -- Windows 3.1, 95, NT 3.51, and NT 4.0; MacOS; UNIX variants; popular office applicationsHardware -- Compaq rack-mount, hard drive, memory, tape drive, scanner, printer, CD-ROM, etc. LAN/WAN -- Ethernet 10/100, CAT-5, Fiber optic cabling, ISDN, Windows NT RAS, NetWare ConnectEnabled CBS’s Microsoft Certified Partner recognition through Microsoft Certified Professional status
Jan 1997 - Jan 1999
Assistant Is Manager
Supported a 25-user office utilizing NetWare 3.12, Windows NT 3.51, OS/2, Lotus Notes, and AS/400 servers; Windows 3.1, Windows 95, and Windows NT 4.0 Desktop operating systems; Microsoft Office, Lotus Notes, and custom reporting and contact-management applications running locally on Token Ring 16 and remotely on Windows NT RAS, Microsoft Mail Remote, and Lotus Notes remote access solutions. Provided all levels of hardware, software, OS and NOS support. Designed and implemented custom Lotus Notes applications for premium and shipment tracking.
Sep 1995 - Jan 1997
2 education records
Marshall Happ education
Bs, Industrial Engineering
Georgia Institute Of Technology
Education record
John I Leonard Hs
FAQ
Frequently asked questions about Marshall Happ
Quick answers generated from the profile data available on this page.
What company does Marshall Happ work for?
Marshall Happ works for Instead.
What is Marshall Happ's role at Instead?
Marshall Happ is listed as SVP BI and Applied AI at Instead.
What is Marshall Happ's email address?
AeroLeads has found 1 work email signal at @sigconsult.com for Marshall Happ at Instead.
What is Marshall Happ's phone number?
AeroLeads has found 4 phone signal(s) with area code 561, 678, 802 for Marshall Happ at Instead.
Where is Marshall Happ based?
Marshall Happ is based in Boca Raton, Florida, United States while working with Instead.
What companies has Marshall Happ worked for?
Marshall Happ has worked for Instead, Corvee, Signature Consultants, Modernizing Medicine, and Chamberlin Edmonds.
How can I contact Marshall Happ?
You can use AeroLeads to view verified contact signals for Marshall Happ at Instead, including work email, phone, and LinkedIn data when available.
What schools did Marshall Happ attend?
Marshall Happ holds Bs, Industrial Engineering from Georgia Institute Of Technology.
What skills is Marshall Happ known for?
Marshall Happ is listed with skills including Scrum, Agile Methodologies, Unix, C#, Objective C, Mysql, Hl7, and Javascript.
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