Morgan Bates Email & Phone Number

Created the vision for the deployment of analytics for credit unions. This covered a wide array of solutions.Levered the transactional records to create a number of innovative solutions that has been deployed at 30+ credit unions. Created a solution where the CU can identify which members have loans at other institutions based purely on the member transactions. This includes identifying the loan type and cleaning up the variety of ways that payee can be spelled. This solution allows the CU to better create groups for campaigns that result in a doubling of effectiveness. Created an innovative member retention model that allows the CU to see which members are top of wallet. More importantly it provides the insights to adjust a members behavior into higher retention categories. Higher retention categories will allow the CU to keep the member longer but will also increase the interchange income. Used the transactional records to better determine the risk on a loan based upon the payment behavior. This not only allows the CU to better asses the risk independent of the credit score but is also utilized in creating a predictive model which can predict which loans are going to charge off over the next 90 days.Significant participation in the sales pipeline including creating sales and marketing content. Performing sales demos. Training sessions on a variety of topics like data visualization, Spotfire usage, Power BI usage, the differences between analytics tool, etc. This lead to a significant increases in total sales and value.

Manhattan Ks

 Created the architecture for sales pursuit of ‘sweet spot’ customer and smaller, more effective sales territories worth several million in increased sales over a three year horizon Improved the contractual conditions for the CivicHR division that improved the cost/sales position by approximately $2 million over the next three years. Created the sales commission structure that was both appealing to employees and advantageos to the company. Proposed two alternative business ventures that could be significant sources of revenue over the next several years.o Analytics of city financial data and consultingo Consulting on broadband deployment and management for municipalites Proposed a method of facilitating alternate funding methods for muncipalties to help overcome procurement obstables Created solutuions for many other short term questions for different departments including engineering, project management, CivicHR, Civic Send and the sales organization. Working on streamlining and rationalizing item pricing for improved visibility and increased revenue by making sure all required items are billed.

 Created the vision for predictive analytics at the company. Developed the requirements, chose the solution, created the implementation architecture, and deployed it successfully. o Was able to find a flaw in the mobility solution that resulted in a $500k return, with no change in value or effort, while still in prototype with Tibco Spotfire. Helped to design, develop, and deploy an enterprise wide application that gave clear visibility to all inventory and how it related to customers, plants, production areas, and finance. This requires 30 million records per week and has a net present value of $7.8 million. Designed and deployed an enterprise wide forecasting analysis application resulting in $3 million dollars per year savings.  Published a summary assessment of the Sales and Operations Planning enterprise process and tools including key requirements for the future state. Performed a process and technology review of the production master scheduler group with the potential of reducing effort by 35% with benefits of inventory reduction and reducing non-value added activity.  Mentored colleagues on the value, use, and techniques of data analysis and visualization for decision support.

 Served as the primary point of contact for 12 external sales representatives and 35 existing programs, requiring personal attention for electromechanical actuators. Facilitated customer inquires, request for proposals, and all other coomunications that required home office assistance for 10-12 international accounts worth $2 million per year with existing business Generated an additional $500k in new business per year in the aerospace business with territories including Britain, Germany, France, and Sweden. Followed programs from contractual win to product support.  Created schedules; set timeline goals, milestones and program success criteria. Interfaced with customers for technical, budget and milestone related topics associated with running a project for aerospace products.

 Served as the primary contact point for the Technical support of the Veritas Digital Subscriber Line for both pre and post technical sales activities for the telecommunications industry. Involved in all stages of product creation to post sales support; product creation, development, quality assurance testing, documentation, customer consultation, and Field support for modem communications products. Created an MS Access history tracking system and evaluation tools to streamline the returns process. Reduced time and support per incidence by 15%. Published 100’s of pages of hard copy and HTML (linked) versions of technical and training manuals.  Managed tradeshows as the Technical Lead for Telecommunications industry tradeshow demonstrations. Handled creation, implementation, and traveled to domestic location for onsite support.

 Troubleshot and analyzed the returned merchandise for root cause failure allowing for faster return rates. Created and implemented an MS Access database to track and manage transactions for RMA. Identified $100,000+ lost in the RMA process; returned the money to the business bottom line.

Bs, Political Science

Mba, Accounting