A/E/C Firms leverage my expertise to optimize their marketing & sales process.For years I focused on the CRM and Proposal modules of Deltek Vision – integrating with InDesign to streamline the proposal process.Now I consult on a variety of applications for CRM, Email Marketing, KPI tracking & Automations.// HOW TO HAVE A SUCCESSFUL IMPLEMENTATIONThe key to implementing any sales or marketing process successfully is realizing it's really a cross-functional effort, especially if you're using an ERP.Your stakeholders have different needs and expectations. Everyone wants confidence in a slightly different aspect of the project. Addressing them directly builds trust in the process for your implementation, and the final system setup.—Executive – ROI: See the investment of resources is worth it.—Accounting – Data Protection: Know that accounting data is separate and safe.—IT – Setup & Security: In the loop on all changes and least privilege is honored.—Marketing: Customization & Training - You’ll create leverage with the final system.// PROVEN METHODOLOGYI being work with clients by exploring what’s working, what’s not, and their goals, so that we are on the same page for development and can design & build the solution with the end in mind.We can avoid costly implementations (and redevelopment work) by taking the time upfront to define a clear 'problem to solve' and the outcome you want.// FOUR PHASE IMPLEMENTATION1. SYSTEM & PROCESS ASSESSMENT—Review your current processes & configuration, identify gaps, document findings into actionable recommendations2. SYSTEM DESIGN, ROADMAPPING & PROOF OF CONCEPT—Define requirements in detailed technical terms, and develop a comprehensive project plan to achieve desired outcomes3. IMPLEMENTATION & TRAINING—Configure the new system, complete testing and revisions, conduct training4. MAINTENANCE & ONGOING SUPPORT—Advisory support for ongoing use and updateshttps://www.thedatamavens.com/schedule

As the marketing systems analyst with RTKL Associates, Inc., I designed, developed and implemented a complete overhaul of Deltek Vision CRM to fully support marketing requirements for the complex organizational structure of a global, 900+ employee, full-service planning, architecture and design firm. Instrumental in changing corporate culture to fully embracing Deltek Vision as an enterprise knowledge management solution.ADDITIONAL RESPONSIBILITIES:⇢ Conceptualized fully automated Deltek Vision proposal and SF-330 templates that maximize return on investment in proposal module. Identified proposal module system limitations and developed Microsoft Word macros in Visual Basic for Applications (VBA) as workaround solutions. Selected to present this advanced technical topic at Deltek’s annual conference two years consecutively.⇢ Oversaw and facilitated multiple interdepartmental focus groups to realize holistic system integration, significantly increasing reliability of information by reducing redundancies between departments. Improved information accessibility at all staff levels while concurrently enhancing security and constructing strategic business workflow processes.⇢ Created comprehensive pursuit tracking process to forecast revenue and monitor risk management controls, supports management in business development and staffing decisions. Developed comprehensive reporting strategy to encourage communication across various service-based departments, market segments, and geographies.⇢ Systematized and standardized electronic file structure and proposal/presentation templates that integrates seamlessly with Deltek Vision. Developed complete documentation of all system elements. Provides ongoing training to 30+ marketing staff utilizing web meeting/conference calls across 10+ offices world-wide.