At Innovia Consulting I partner with customers helping them transform technology and data into powerful tools, so they can improve every aspect of their operations and achieve their business goalsInnovia is an award-winning Microsoft Dynamics BC/NAV consulting firm. We look to engage clients in a long-lasting relationship using Microsoft Dynamics BC/NAV, Microsoft365, Microsoft Cloud and the PowerSuite. We partner with our customers to assist them in utilizing ways to improve their productivity, processes, sales, and get the most out of their ERP System.We deliver innovative solutions and provide exceptional customer service. Our Customer Success Team consists of Senior Business Executives and experienced BC/NAV Professionals. Our unique approach gives our customers resources to help them make key decisions on their ERP system and educate them about best-fit options available in the Microsoft channel.

Stay Metrics is a retention strategy company in the transportation industry. The start-up company uses data from survey research to help trucking companies improve. As a member of our senior leadership team, I helped Stay Metrics create and execute it's strategic plan, and I managed my portfolio of sales and marketing as VP, Corporate Development. In addition, I led multiple operational improvement projects. I enhanced our utilization of our CRM (Salesforce) for marketing and optimized our use of a digital marketing strategies through implementation of Pardot. I was privileged to establish our marketing and communications department and had the opportunity to develop the talents of my colleagues on the sales and marketing teams. In addition to accomplishments within my sales and marketing portfolio, I am most proud of having been part of creating and sustaining an award-winning culture through out our organization. Stay Metrics received Best Place to Work citations in both 2018 and 2019.The Women in Trucking organization named me a 2019 Top Woman to Watch in the Transportation Industry.

As an independent consultant, the scope of my work varied based upon client needs. I served clients as a catalyst, coach and/or consultant depending upon the project. I am a "data geek" and "culture freak" -- with a bias for execution.I help leaders improve their operations and generate organizational success by helping them:+ use data to understand processes and opportunities+ establish strategic initiatives+ create and execute improvement plans+ develop leadership talents - including accountability+ use experience design for improved customer and associate satisfaction & engagementDrawing upon my experience of working with nearly 1,300 hospitals and health care organizations, my emphasis was integrating customer and operational data into both strategy development and performance improvement initiatives and helping leaders execute the plans for the desired results.In addition, I've had the opportunity to work with a number of start-up companies in a variety of industries. I've assisted them with:+strategic planning; +product/service assessments; +market assessment;+developing and executing marketing and communications plans.

CarexTech is a start-up tech company. The leading product is web-based (SaaS) program. During my tenure as a part-time Project Manager I worked on a number of projects; with an emphasis on marketing and communications. The primary project was to create and execute a national industry trade show exhibit marketing plan. Creating the plan included a review of marketing position.This led to pivot from an emphasis on the company name to a product focus; with a focus re-branding (on a shoestring).The projects included: developing new collateral material; creating and establishing a unified social media presence; writing articles for client newsletters and blog posts; press release preparation, electronic submission and review of analytics; communication with leads and referrals sources (using CRM and related tools); creating proposals and materials for educational workshops; and others.My final projects were focused on evaluating the current processes surrounding new client orientation and creating a standardized process for client onboarding. This work included testing the software to evaluate its functionality, in addition to developing materials for use in client training webinars.

Served as a board member for the Center for Health Design, a not-for-profit organization dedicated to improving health care environments through the use of evidence-based design. During my tenure we strategically re-positioned the organization from near bankruptcy to sustainable success as the leading organization connecting professionals who improve healthcare quality and outcomes by improving the environment of care. Among our accomplishments: increased revenue, especially through the growth of the HealthDesign Annual Conference, established the peer-reviewed Journal of Evidence-Based Design and created the EDAC certification program.

I joined Press Ganey in 1990 as a senior leader when the firm was in its formative "start-up"​ years and continued in a senior leadership role for the next 15+ years. My title and responsibilities varied in response to the company's ever-changing needs; necessitated by our explosive growth.When I joined the firm had approximately 10 employees, 50 clients using one product, and +/- $250K in revenue. By 2004, the team we assembled was responsible for scaling the company and managing its growth to more than 550 employees, 2,000+ clients using multiple products, and commensurate revenues. The firm was sold to a private equity company in 2003, once more in 2008 and in 2015 it became publicly traded..In the early years I was responsible for all client and potential client facing activities; including sales, marketing, communication and customer service. I oversaw the sales and service teams in our three regional offices. In addition, I served as part of the senior team engaged in strategic planning and all aspects of operations, finance and human resources.As we grew I focused on client/customer services, product development, and external communications. I led the successful integration of a competitor firm after its purchase. I established the firm's consultative services. During the last two years I served as a consultant to the firm, as a resource to PG associates and clients, and keynote speaker at dozens of the firm's regional conferences.In addition to executive level skills in scaling an entrepreneurial firm; I have specific subject matter expertise in helping hospitals and healthcare organizations achieve success. These areas of expertise run the gamut from strategic planning (with an emphasis on service); to engaging employees in service excellence; from understanding and using patient satisfaction and patient experience data (including H-CAHPS, and other CAHPS measures), to leadership development and coaching.