Manage the Clearsulting business infrastructure, which consists of Salesforce Marketing Cloud Account Engagement, Salesforce Sales Cloud, Certinia PSA and Certinia ERP. Oversee the team that manages system administration and enhancements. Also oversee our Service Cloud for internal support.Oversee Project Enablement, which includes Project setup, data governance and standards, billing and invoicing.Oversee Resource Management, including resource allocation, supply/demand analysis, input into staffing planning, etc.Oversee Information Technology, including Infosec, Microsoft 365, hardware and other software.

We implement cloud-based business applications to help businesses streamline operations and become more efficient. We believe in the power and convenience of a single cloud platform that provides a 360° view of your business.As a Managing Consultant I help guide customers through the selection and implementation of Salesforce and FinancialForce, ensuring that the solutions meet their goals and are scalable to handle the inevitable growth and change. I help lead Business Process Reviews to gather and document requirements, work with our implementation teams to provide the best solutions possible, and even roll up my sleeves and work on configuration, especially automations.

Achievements:Implemented FinancialForce, Pardot, Gridbuddy, Conga, Spekit, JIRA, Jama, Box, Savo, Office 365, Smartsheet and Zendesk for an organization that has grown from 150 to 1400+ users.Managed the technology stack through the acquisition of three companies ranging in size from 11 to 350 people. Managed through the acquisition of BRG by JLL, adapting all tools to align with JLL’s organizational, security and financial requirements.Implemented Salesforce Support Desk for end user support. The support team manages ~250 cases per month.Implemented Salesforce Support Desk for Finance end user support.Using various automation tools (Salesforce Flow, Process Builder, Workflow, etc.) created system efficiencies that have been used more than 11,000 times and resulted in 2,000 hours of time saved.Designed and implemented a revenue forecasting engine that generates automated forecasts using Opportunity, Project, Milestone and Revenue Recognition data from Salesforce.Implemented Okta Single Sign On for Salesforce.Implemented PeopleSoft integration for Projects, Contracts and Invoices.Responsibilities:Manage tech. stack for JLL Digital Solutions. Lead a team of Salesforce Admins. and a Trainer/Change Manager.Provide strategic and technical guidance to leaders of Digital Solutions and ensure that tools are aligned with the needs of the organization.Perform Salesforce administrative duties, including custom object and field creation, reporting and dashboarding, automations using Flow, Process Builder and Workflow, user creation and security management, etc.Administer and support all of the following tools: Pardot, JIRA, Jama, Box, OpsHub, Zapier, Slack, GetFeedback.

See above role at JLL.

Achievements:--Achieved 2012 Revenue Goal ($1.2 million) by October--Achieved 120% of Individual Utilization Goal for 2012--Achieved 114% of Team Utilization Goal for 2012--Generated $750K in Sales in 2012 and $826K YTD in 2013Responsibilities:Plan and manage the implementation of ARCHIBUS and TRIRIGA for Fortune 1000 customers and large universities.Maintain strong relationships with customer stakeholders and decision makers; identify opportunities to expand BRG’s service offerings and revenue by acting as a value-added partner to assigned accounts. Develop customer presentations, quotes and statements of work; conduct software demonstrations; present BRG’s capabilities and solutions in face-to-face and virtual meetingsConduct Requirements Gathering and Solution Design Planning Sessions to initialize engagement, define scope, develop project timeline and set expectations.Develop Requirements Matrix and Functional and Technical Documentation for engagements.Manage all aspects of the implementation, including overseeing project budget, timeline and resources, maintaining key documents such as project schedules, status reports, meeting minutes, issue logs, etc. Conduct weekly customer status meetings and semi-weekly internal team status meeting.Lead implementation team of 2 to 8 members, coordinating all activities, ensuring on-time delivery of high quality deliverables.Manage team of 2 to 3 outsourced individuals performing on-site system management and development of ARCHIBUS.Customers included The Walt Disney Company, Curtin University, Raytheon, the University of Massachusetts, the University of Arizona, the University of Chicago, the University of Illinois – Chicago, Advanced Microdevices.

Achievements:Formalized new division within BRG and developed initial service offeringsAt appropriate time, identified and recommended new leadershipResponsibilities:Conducted consulting engagements with customers focused on Corporate Real Estate and Operations.Performed Organizational Diagnostics to assess customer business processes, organizational structure and staffing levels and make recommendations for organizational improvements and optimization.Conducted Technology Assessment and Selection engagements, leading customers through the process of developing a technology roadmap and requirements matrix and then leading them through software evaluation and selection through RFP.Customers included Washtenaw County (Michigan), Royal Bank of Canada, PNC Bank, Whataburger, Vision Service Plans.

Achievements:Reduced BRG IT headcount from 13 to 5 while improving customer service and response timeReplaced all employees but 2 while simultaneously improving operations and customer satisfactionReduced IT budget by 45% in first yearDeveloped a cost reduction plan that saved 15% per year in local phone, teleconferencing and network costsDeveloped and implemented processes and procedures to improve IT Department operations. Examples include Employee Equipment Policy, Software Installation Policy, New Employee/Exiting Employee Policy, Disaster Preparedness and Recovery Plan, Acceptable Use Policy, etc.Recommended, selected and implemented an Employee 360 Review Process to solicit feedback from managers, peers, direct reports and customers to provide employees with a more comprehensive understanding of performance and improvement/growth opportunities.Planned and managed a company-wide asset survey to identify the location, disposition and condition of all IT assets in eight physical offices and numerous home offices. Migrated all asset data into ARCHIBUS, including data on leases and service contracts.Responsibilities:Assume leadership of BRG’s IT organization and improve operations and customer satisfaction while reducing costs.Oversee IT budget and staffing; anticipate future technology needs of company and make recommendations to Executive Management Committee.Participate in BRG Leadership Team to represent company’s technology interests and to understand the technology needs of all BRG divisions.Oversee BRG’s Technology Implementation division, including all budget and staffing decisions.Act as advisor to CEO, providing insight and recommendations around employee retention, internal and customer-facing processes, cost controls and management, technology selection, etc.

Responsibilities:Support and manage the implementation of ARCHIBUS for large corporations and universities.Manage project timelines and deliverables; develop test scripts, perform internal testing and facilitate customer user acceptance testing; develop training materials and conduct end user training.Customers included Northwestern Mutual Life, Bank of Oklahoma, CapitalOne, the District of Columbia Office of Property Management, American Express, University of Texas Medical Branch, Johns Hopkins University, Bank One, USAA, Energy Frontiers Horizons (EFH), First National Bank, Nebraska Medical Center, Halliburton and Kellogg Brown and Root.