WorkOtter is the #1 ranked SaaS project, resource, and portfolio management solution. We are a simple, sensible, and supportable alternative to the complex PPMs and the toy-like task managers. WorkOtter is disrupting PPM with features, world class support, and visual dashboards that make your PMO look brilliant.

Asaph Advisors is a consultancy focused on helping its technology professional services clients optimize strategy, operations, and technology.In my role at Asaph Advisors I work with clients on optimizing the use of Professional Services Automation (PSA) Technology – with an emphasis on Projector PSA Users.Our team consultants deliver a range of services, including:1) Business Planning & Execution2) Operations Optimization (e.g., Resource Management; PMO Optimization;… Show more Asaph Advisors is a consultancy focused on helping its technology professional services clients optimize strategy, operations, and technology.In my role at Asaph Advisors I work with clients on optimizing the use of Professional Services Automation (PSA) Technology – with an emphasis on Projector PSA Users.Our team consultants deliver a range of services, including:1) Business Planning & Execution2) Operations Optimization (e.g., Resource Management; PMO Optimization; etc.)3) PSA Optimization; and3) Interim Management.Our consultants have delivered significant value to our clients, including:1) garnering $MM investments through effective business plan development;2) implementing operational improvements that resulted in $MM of bottom line benefit; and3) leading a PE backed company’s Professional Services organization to drive both go-to-market and back-office bottom line results.Learn more at: www.AsaphAdvisors.com Contact me at: Rick@AsaphAdvisors.com Show less

As a freelance consultant, I've been taking my expertise in all aspects of Professional Services Automation (PSA) and putting them to work to help firms and individuals make the most of their Job Accounting, Resource Management, and Project Management. This, in combination with my extensive technical background in Software Quality Assurance (SQA), has helped me to develop deep seeded roots and relationships in the SaaS B2B PSA space.If you're currently using ANY PSA solution, and wish… Show more As a freelance consultant, I've been taking my expertise in all aspects of Professional Services Automation (PSA) and putting them to work to help firms and individuals make the most of their Job Accounting, Resource Management, and Project Management. This, in combination with my extensive technical background in Software Quality Assurance (SQA), has helped me to develop deep seeded roots and relationships in the SaaS B2B PSA space.If you're currently using ANY PSA solution, and wish to expand your use of the tool, are thinking about switching tools and wish to vette a new system, have implemented a new tool and are having issues with the change management required to ensure adoption of the tool, please reach out to me at rrp495@gmail.com! Show less

Projector PSA was acquired by BigTime Software in July, 2022. Post acquisition, I steered a consulting team of four and one data-import specialist for implementation of BigTime's cloud-based (SaaS) PSA application. Focused optimally on all sizable accounts between $10K and $100K ARR.● Incorporated a highly consultative methodology within a year, enabling an in-depth understanding of client business process, pain points, and desirable results, ensuring steady 'time-to-launch' metric below… Show more Projector PSA was acquired by BigTime Software in July, 2022. Post acquisition, I steered a consulting team of four and one data-import specialist for implementation of BigTime's cloud-based (SaaS) PSA application. Focused optimally on all sizable accounts between $10K and $100K ARR.● Incorporated a highly consultative methodology within a year, enabling an in-depth understanding of client business process, pain points, and desirable results, ensuring steady 'time-to-launch' metric below 90 days with just 45 hours of effort.● Provided mentorship to the team on best practices around software implementations covering project management, discovery, C-level client handling, documentation, follow-up, and expertise in PSA. Show less

Achieved successful application of Projector's Professional Services Automation (PSA) software across diverse project-oriented service organizations. Engaged in multiple responsibilities as a multi-faceted consultant such as a strategist, architect, trainer, business analyst, client relationship manager, and project manager. Fostered direct collaboration with customer teams to ensure fluid deployments, punctual project deliverables, and substantial user adoption.● Utilized comprehensive… Show more Achieved successful application of Projector's Professional Services Automation (PSA) software across diverse project-oriented service organizations. Engaged in multiple responsibilities as a multi-faceted consultant such as a strategist, architect, trainer, business analyst, client relationship manager, and project manager. Fostered direct collaboration with customer teams to ensure fluid deployments, punctual project deliverables, and substantial user adoption.● Utilized comprehensive expertise in Projector software to augment its functionalities to optimize time tracking, invoicing, resource planning, project management operations, and Business Analytics utilizing Business Intelligence for clientele.● Served as a leading figure on professional services management best practices, steering clients towards enhanced efficiency, profitability, and growth.● Nurtured strategic alliances with customers, assuring Projector aligned with their business objectives, thus boosting their long-lasting loyalty, regularly hitting a 114% Net Revenue Retention. Show less

Utilized Projector's Professional Services Automation (PSA) platform, capacitating a broad spectrum of project-centric service organizations. Functioned as a respected implementation consultant, adopting varied roles – business analyst, project manager, implementer, and more.● Proficient in Projector, combined with thorough grasp of professional service management standards, secured quality rollouts, standardized procedures, and ensured client success.● Fostered robust partnerships… Show more Utilized Projector's Professional Services Automation (PSA) platform, capacitating a broad spectrum of project-centric service organizations. Functioned as a respected implementation consultant, adopting varied roles – business analyst, project manager, implementer, and more.● Proficient in Projector, combined with thorough grasp of professional service management standards, secured quality rollouts, standardized procedures, and ensured client success.● Fostered robust partnerships, aligning Projector with the clients’ broader business needs for enhanced processes, profitability, and expansion. Show less

Revamped the software quality assurance (QA) function and swiftly gained leadership endorsement. Took charge of the full software development lifecycle (SDLC) for over a dozen client applications.● Constructed an efficient QA team, established a powerful testing methodology, and promoted enhancements in release procedures. ● Introduced automation initiatives, consolidating testing and guaranteeing PCI compliance. ● Enforced SDLC discipline, in turn reducing point releases by a… Show more Revamped the software quality assurance (QA) function and swiftly gained leadership endorsement. Took charge of the full software development lifecycle (SDLC) for over a dozen client applications.● Constructed an efficient QA team, established a powerful testing methodology, and promoted enhancements in release procedures. ● Introduced automation initiatives, consolidating testing and guaranteeing PCI compliance. ● Enforced SDLC discipline, in turn reducing point releases by a significant 50%. Show less

Led the North American Professional Services team at Kainos, focusing on Workday implementations and support for U.S. clients. Guided clients through requirement gathering, test strategy, and plan development, ensuring high-quality delivery of services. Developed and implemented automated test packs, enhancing efficiency and reusability. Acted as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction throughout the testing lifecycle. Contributed to… Show more Led the North American Professional Services team at Kainos, focusing on Workday implementations and support for U.S. clients. Guided clients through requirement gathering, test strategy, and plan development, ensuring high-quality delivery of services. Developed and implemented automated test packs, enhancing efficiency and reusability. Acted as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction throughout the testing lifecycle. Contributed to internal methodology enhancements, engaged in pre-sales activities, and conducted client training sessions to empower users. Attained Workday HCM and LDP certifications, solidifying technical proficiency and industry knowledge.● Delivered over $500K in Annual Recurring Revenue (ARR) by establishing and growing a new U.S.-based Professional Services team.● Achieved Workday HCM and LDP certifications, demonstrating a commitment to professional development and mastery of the platform.● Expanded U.S. Professional Services capabilities, dedicating 25% of the time to strategic travel and client engagement.● Played a pivotal role in the development and refinement of internal methodologies, aligning processes with industry best practices.● Enhanced client understanding and utilization of Workday through comprehensive training programs, leading to increased client satisfaction and retention. Show less

Mentored junior developers and promoted collaboration with Project Management and Software Development to ensure seamless SQA integration into project planning and delivery. Engaged actively in RFPs, SOWs, CRs, and client workshops to capture client requirements and ensure that SQA adjusted as required for software deliverables. Leveraged Spanish skills for effective communication with the Santiago team and South American clients. Conducted interviews for engineering and SQA teams.● Led… Show more Mentored junior developers and promoted collaboration with Project Management and Software Development to ensure seamless SQA integration into project planning and delivery. Engaged actively in RFPs, SOWs, CRs, and client workshops to capture client requirements and ensure that SQA adjusted as required for software deliverables. Leveraged Spanish skills for effective communication with the Santiago team and South American clients. Conducted interviews for engineering and SQA teams.● Led diverse SQA team spanning Boston, Santiago, and Dublin to deliver top-notch software on various platforms. ● Established a mobile app SQA process across the company and drove its implementation. ● Represented SQA in executive meetings and drove automation using Java, Appium, and Bamboo CI/CD in Agile/Scrum environment. ● Introduced Zephyr for Jira for improved team organization and test case visibility. Santiago team and South American clients. I also played a role in interviewing development candidates. Show less

Transformed WSI's mobile business line, actively participating in all stages from idea to execution. Managed diverse roles - overseeing product, design and customer feedback - ensuring optimal value in every provided feature. Handled app listings on Android Market and iTunes Connect, propelling WSI's B2B mobile market growth with over 250 clients and 2 million downloads across platforms. Managed a team of three proficiently, ensuring smooth workflow and peak performance.● Excelled in Agile… Show more Transformed WSI's mobile business line, actively participating in all stages from idea to execution. Managed diverse roles - overseeing product, design and customer feedback - ensuring optimal value in every provided feature. Handled app listings on Android Market and iTunes Connect, propelling WSI's B2B mobile market growth with over 250 clients and 2 million downloads across platforms. Managed a team of three proficiently, ensuring smooth workflow and peak performance.● Excelled in Agile (Scrum) setting, building strong ties across various disciplines (development, SQA, PM, UI/UX, Support).● Created build and test platforms for iOS and Android, championing the production and upkeep of mobile apps.● Introduced a vital project for a configuration tool, optimizing white-label app personalization. Show less

I spearheaded software quality assurance (SQA) for multiple applications and programs, providing continuous status updates. Leading a core SQA team, I implemented a "fail fast" testing strategy to identify critical bugs early. Collaborating closely with Product Management, Engineering, and Support, I established efficient procedures for reporting, resolving, and patching software issues. As a technical lead, I tackled complex problems and accelerated new initiatives. I also fostered leadership… Show more I spearheaded software quality assurance (SQA) for multiple applications and programs, providing continuous status updates. Leading a core SQA team, I implemented a "fail fast" testing strategy to identify critical bugs early. Collaborating closely with Product Management, Engineering, and Support, I established efficient procedures for reporting, resolving, and patching software issues. As a technical lead, I tackled complex problems and accelerated new initiatives. I also fostered leadership development through coaching other managers and mentoring team members on career advancement. Show less

I led multiple successful version releases of WSI's flagship applications (WxPro, ShowFX, TrueView Interactive, TrueView Traffic), demonstrating expertise in core product management. While managing these critical projects, I also tackled several "pop-up" initiatives, including a complex operating system port (IRIX to Linux) and a hardware port (SGI to Dell). I ensured clear communication of customer deliverables, deadlines, and resource allocation. Furthermore, I owned project scheduling, risk… Show more I led multiple successful version releases of WSI's flagship applications (WxPro, ShowFX, TrueView Interactive, TrueView Traffic), demonstrating expertise in core product management. While managing these critical projects, I also tackled several "pop-up" initiatives, including a complex operating system port (IRIX to Linux) and a hardware port (SGI to Dell). I ensured clear communication of customer deliverables, deadlines, and resource allocation. Furthermore, I owned project scheduling, risk identification/mitigation, and regular status reviews. As the primary beta contact for several projects, I actively participated in both on-site and remote beta support throughout the testing lifecycle. Show less

During a transitional period, I assumed interim SQA management responsibilities. This included overseeing day-to-day operations, assigning projects, estimating testing effort, and fostering collaboration with various teams (Customer Support, Development, Marketing, Sales). Acting as the "voice of the customer," I generated weekly status reports and conducted performance reviews for the team. I actively participated in 360-degree feedback processes and spearheaded merit review recommendations… Show more During a transitional period, I assumed interim SQA management responsibilities. This included overseeing day-to-day operations, assigning projects, estimating testing effort, and fostering collaboration with various teams (Customer Support, Development, Marketing, Sales). Acting as the "voice of the customer," I generated weekly status reports and conducted performance reviews for the team. I actively participated in 360-degree feedback processes and spearheaded merit review recommendations. Additionally, I managed the departmental budget, equipment acquisition, and team member headcount, ensuring alignment with project needs and financial constraints. I also served as a backup SQA Engineer to minimize disruptions for the team. Show less

Prior to January 2006, I thrived in a hands-on leadership role, managing the SQA team's day-to-day operations. This included assigning projects, estimating testing effort, and facilitating communication across departments (Customer Support, Development, Marketing, Sales). As the "voice of the customer," I generated weekly status reports and championed performance management through regular reviews and 360-degree feedback. Furthermore, I ensured efficient resource allocation by managing the… Show more Prior to January 2006, I thrived in a hands-on leadership role, managing the SQA team's day-to-day operations. This included assigning projects, estimating testing effort, and facilitating communication across departments (Customer Support, Development, Marketing, Sales). As the "voice of the customer," I generated weekly status reports and championed performance management through regular reviews and 360-degree feedback. Furthermore, I ensured efficient resource allocation by managing the departmental budget, equipment acquisition, and team member headcount. I also served as a backup SQA Engineer and maintained the bug tracking tool to minimize team disruptions. Show less

I spearheaded successful version releases of WSI's flagship applications (WxPro, ShowFX, TrueView Interactive, TrueView Traffic), demonstrating expertise in core product management. My leadership extended beyond these core projects, encompassing "pop-up" initiatives like complex OS and hardware porting (IRIX to Linux, SGI to Dell). Ensuring clear communication, I defined customer deliverables, deadlines, and resource allocation. Furthermore, I meticulously managed project schedules, identified… Show more I spearheaded successful version releases of WSI's flagship applications (WxPro, ShowFX, TrueView Interactive, TrueView Traffic), demonstrating expertise in core product management. My leadership extended beyond these core projects, encompassing "pop-up" initiatives like complex OS and hardware porting (IRIX to Linux, SGI to Dell). Ensuring clear communication, I defined customer deliverables, deadlines, and resource allocation. Furthermore, I meticulously managed project schedules, identified and mitigated risks, and conducted regular status reviews. As the primary beta contact, I actively participated in both on-site and remote beta support throughout the testing lifecycle. Show less

As a test lead for key WSI systems (ShowFX, WEATHER for Windows, WEATHERwatch2, WEATHERsentry), I spearheaded quality assurance initiatives. My responsibilities spanned requirements gathering for new features, assigning test plans to SQA staff, overseeing test execution schedules, and coordinating regression testing. I actively participated in test plan reviews, developed test plans myself, executed test cases, and managed bug triage by collaborating with the Development Manager on bug… Show more As a test lead for key WSI systems (ShowFX, WEATHER for Windows, WEATHERwatch2, WEATHERsentry), I spearheaded quality assurance initiatives. My responsibilities spanned requirements gathering for new features, assigning test plans to SQA staff, overseeing test execution schedules, and coordinating regression testing. I actively participated in test plan reviews, developed test plans myself, executed test cases, and managed bug triage by collaborating with the Development Manager on bug assignments. Show less

I played a multifaceted role at WSI, contributing to software quality assurance (SQA) and providing technical support. I developed and executed functional and regression test plans for core applications(WEATHER suite, FAA Vector) and led the testing effort for the ShowFX project. Furthermore,I leveraged my technical expertise and Spanish fluency to assist WSI's Customer Service and Applications Engineering groups, troubleshooting client issues and supporting system installations. I also… Show more I played a multifaceted role at WSI, contributing to software quality assurance (SQA) and providing technical support. I developed and executed functional and regression test plans for core applications(WEATHER suite, FAA Vector) and led the testing effort for the ShowFX project. Furthermore,I leveraged my technical expertise and Spanish fluency to assist WSI's Customer Service and Applications Engineering groups, troubleshooting client issues and supporting system installations. I also actively participated in the recruitment process for new SQA engineers. Show less

I thrived in a fast-paced environment, serving as first-line technical support for WSI clients (3 PM - 11 PM ET). Adept at troubleshooting software, hardware, and data delivery issues, I aimed for first-contact resolution. I efficiently managed client calls by logging them in a trouble ticket system, escalating complex issues to appropriate internal teams, and following up after resolution to ensure client satisfaction.

I maintained the integrity of weather data in a 24/7 environment, working rotating day, swing, and overnight shifts. My responsibilities included quality control of weather imagery and data, addressing client inquiries related to data validity, and supporting the WSI Central Facility's computer database. I also played a crucial role during outages by executing emergency procedures and ensuring data continuity. Additionally, I processed National Weather Service information for end-user… Show more I maintained the integrity of weather data in a 24/7 environment, working rotating day, swing, and overnight shifts. My responsibilities included quality control of weather imagery and data, addressing client inquiries related to data validity, and supporting the WSI Central Facility's computer database. I also played a crucial role during outages by executing emergency procedures and ensuring data continuity. Additionally, I processed National Weather Service information for end-user consumption. Show less