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Helping Businesses and ERP Partners with best of breed Business Intelligence Solutions by analyzing data, evaluating existing system and turning data into knowledge and predictive analytics. Utilizing visualization tools such as Tableau and PowerBI and providing Out-of-the-Box ready made reporting and Dashboards. Using an Ultralight Data Warehouse and the ETL with ready made Data Connectors for small to mid-sized organizations as well as Enterprise Analytics. Supporting various ERP solutions, such as Acumatica, Dynamics, Infor, NetSuite, QuickBooks and Sage. Also supporting various CRMs; Saleforce, Hubspot, Sage CRM. Large arsenal of Dashboards and reporting for all levels of organizations.

Understanding business process to assist in improving insight into an organizations data through analytics, reporting, forecasting and budgeting. Looking to improve processes with the appropriate solutions. Helping clients create user friendly Business Intelligence and Core Performance Management solutions. Understanding how to get data out of your Financial (ERP) or Customer Engagement (CRM) sources as well as other data sources. Providing an unbiased consultation to the tools that are effective for YOUR organization.

Advising clients and prospects on their data management and analytics platform strategy. Evaluating environments for best practices and opportunities to improve proficiency. Scoping engagements and providing actionable steps and deliverables. Utilizing DXC's Action Analytics BYOD Solution for D365 with out of box models built on Power BI to deliver best practice key metrics across industries. Giving the agility to extend to solution with other sources for a complete view into an organization.

Global Software, Inc. is the leading provider of Microsoft Excel-based automation & reporting solutions to enhance the world’s foremost Business Intelligence (BI) and Enterprise Resource Planning Platforms (ERP). Responsible for establishing trust with prospect to help in building a relationship for the reporting solutions that will increase their bottom line.Responsible for presenting solutions for the Dynamics AX community and beyond. (Atlas and Spreadsheet server).Able to turn prospect to customers at a 95% effective rate.

• Subject Matter Expert (SME) in Corporate Performance Management (CPM) and Business Intelligence (BI) software • Identifies prospects current challenage and provides recommendation to expand their current ERP solution to include all aspects of business intelligence.• Primary Solver Products Demonstartor Engineer to include designing Financial Reports, Budget Forms and Reports and visualizaitn to include dashboards from multiple data sources.• Support all sales, marketing, technical and channel objectives through a deep understanding of software solution. • Supported Sales initiatives and Quotas that led to over $1m in revenue.• Led full sales cycle which resulted in 85% subscription rate.• Developed and Designed Proof of concepts for prospects that resulted in 95% return on investment.• Worked with various ERP solutions to deliver high performance Business Analysis utilizing Business Intelligence Software.• Custom Designed POC (proof of concepts) for a variety of industries using warehouse technolgoy alongside integrated ERP solutions.

• Developed a compliant programming priority matrix for SE to have to ability to create dynamic products.• Created automated documents for client implementation usage.• Developed business requirements for software engineers to establish new products. • Responsible for ensuring that proprietary application align with business and client requirements, to include applications that support internal business operations and external client facing systems. • Developed client requirements and re-defining the data mapping necessary for proper integration. • Serves in a liaison role between respective business departments and the Technology department. • Acts as the subject matter expert on respective applications understanding product capabilities, and understanding client template and data requirements. • Responsible for coordinating between business and development teams to ensure client customization aligns with client requirements, and product(s) are updated and maintained in alignment with business and/or client functionality.

• Interfaced with customers and perform analysis of business challenges, user and functional requirements, business processes, standard operating procedures, workflows and other documents including RFIs.• Designed and accomplished product demonstrations and proof on concepts.• Presented webinars for customer building functionality of software.• Supported company's account managers in pre-sales activities and reviews of the current status of clients’ technology processes.• Delivered specialty product value proposition in collaboration with Account Managers.• Support customers through technical issues and training of software.• Developed Marketing Email Campaigns for the Marketing department.• Responsible for technical and functional knowledge of the entire product line, including integrations with 3rd party vendors.• Solve complex problems in addition to good communication and analytical skills.• Front facing tradeshow demonstrator for new technology in US and abroad.• Support customers through technical issues and training of e-commerce software. • Create html/xml/asp layouts for purpose of web or email campaigns. • Installation of SQL, IIS and other web components to support software.

• Setup and create online catalogs for customers to order print materials.• Create templates for online catalogs for custom print jobs utilizing DL and JavaScript.• Design and layout out templates for client’s online catalogs.• Train end-users on how to best utilize the system for better automation.• Analyze systems currently in place and recommend better uses of the system.• Developed and designed ecommerce web sites for retail customers.

• Setup structured Technical Training Program for end-users not previously implemented.• Created software tools to increase setup of program for end-users.• Created technical documentation for end-users in setting up software.• Improved Classroom Training program and training techniques.• Developed testing to monitor and measure success of training program.