Shelly R. Email & Phone Number

As an IT Leader at Source Advisors, a leading tax consulting firm, I have over 20 years of experience in delivering innovative and strategic IT solutions that align with business goals and improve efficiency and productivity. I have successfully led and managed multiple IT projects involving divestitures, mergers, acquisitions, complex IT vendor contracts, CRM and ERP implementations and integrations, IT security and compliance, and IT asset inventory management.My passion is to take things that are complicated, repetitive, or tedious and make them easy, fast, and painless; and to create things that improve efficiency and productivity, so that people can focus on things that are truly important. So I create and optimize IT systems and processes that make people's jobs and lives easier, faster, and more enjoyable. I have a proven track record of enhancing user adoption, training, and cross-functional collaboration, as well as expanding global operations and supporting due diligence and procurement activities. I am also a certified specialist in DocuSign, and Project Management, and have extensive knowledge of Salesforce, Netsuite, M365, Azure, Sharepoint, and Process Automation.Finally, I feel it is important to spend time in business being proactive, making long term plans, and creating strategic goals - as well as being reactive and adaptable to our quickly changing environments.Specialties: Salesforce, Netsuite, DocuSign, M365 / Azure / Sharepoint, Process Improvement / Process Automation, Training / User Adoption, Leading Teams / Cross Training / Upskill, Project Management, Global Expansion, Divestitures, Mergers and Acquisitions, Complex IT Vendor Contracts, Procurement, IT Inventory Asset Management, and Vendor Due Diligence, Security Compliance and Controls

Listed skills include Project Management, Visual Studio, .Net, Salesforce.Com, and 9 others.