Brian Stein Email & Phone Number

Cleveland, Ohio, Us

Built consulting firm focused on guiding companies on their digital journey and make the most of their digital opportunities. Representative Projects:Digital Transformation• Campaign to Cash: Led a $20M digital transformation program that successfully consolidated and replaced the marketing, sales, ordering, finance and customer support systems and processes for a $500M PE backed security company. Developed strategy and roadmap to aligned campaign to cash processes across three divisions of their global business, consolidating data from 7 legacy systems into an integrated Marketo, Salesforce and NetSuite platform. Managed vendor relationships, implementation teams and client resources to successfully deliver systems which enabled the business to scale and more efficiently serve their customers• SaaS Back Office: Led the assessment, planning and mobilization phases of an ERP, CRM and PSA platform replacement effort for a $315M PE backed software company. Led planning and business case development for a $15M implementation program that would replace legacy systems with NetSuite ERP, Salesforce CRM and FinancialForce PSA• Process Optimization: For the compliance area of a major P&C insurance company, led an assessment of the company’s process for addressing premium under and over charges and data quality issues. Identified opportunities to reduce the cost of corrective actions by ~$8.2 million a year and reduce the average processing time by 83 days (33%)Digital Strategy• Field Service Merchandiser Platform Strategy: Developed the business and technical strategy to help the field service organization of a Fortune 1000 consumer product company move from legacy systems to mobile solutions in order to reduce cost of delivery while providing more capabilities to the field• Sales Enablement: Crafted mobile strategy and roadmap which identified and prioritized the top 8 opportunities to improve salesforce productivity and increase sales.

Boca Raton, Florida, Us

Pittsburgh, Pa, Us

Raised over $750K in capital and financing to launched SaaS digital marketing and booking platform for the restaurant and bar industry.

Kent, Ohio, Us

Recruited to teach undergraduate and graduate level courses on Mobile and Digital Strategy. Developed a curriculum based on lectures and case studies to teach students about emerging technologies and their impact on businesses.

Recruited to start and grow digital practice to an $8M service area focused on driving clients’ customer interaction and employee engagement using digital solutions. Responsible for P&L, business development and service delivery. Built and managed team of over 65 consultants.

San Francisco, Ca, Us

Served as acting Director of Professional Services for leading mobile banking software company. Helped sell over $10M in implementation services and led implementation teams across more than 45 major banks and credit unions. Enabled customers to view account balances, transaction history, transfer funds, pay bills and remotely deposit checks while reducing the institutions cost to service those functions.

Chicago, Il, Us

Successfully led multiple process improvement projects and designed and managed Program Management Offices for large scale ERP and application development programs across several Fortune 500 companies to help clients reduce costs, decrease processing time and improve overall performance. Experience across multiple industries including manufacturing, transportation, consumer packaged goods, insurance, and public sector.Representative Projects:Mobile Supply Chain Enablement: Provided mobile access to ERP systems across manufacturing and distribution facilities for a Fortune 500 construction materials company. Planned and executed a $10M rollout of network infrastructure and wireless scanning equipment to 65 plants and warehouses across multiple countries. Partnered with internal resource and vendors to deliver project on time and 15% under budget.Retail Music Kiosk Architecture: Led a team of developers in creating the back-end architecture for real time updates to product catalog and digital content distribution to in-store kiosks and listening stations for a major music retailer. Project resulted in a 9% increase in sales conversions, leading to an expected $100M increase in revenue. Process Optimization: For the compliance area of a major P&C insurance company, led an assessment of the company’s process for addressing premium under and over charges and data quality issues. Identified opportunities to reduce the cost of corrective actions by ~$8.2 million a year and reduce the average processing time by 83 days (33%) by driving reductions in demand and improving efficiency.

Led development teams in creating Internet based applications for multiple clients.Representative Project:Telemedicine Platform: Enabled online “patients” to engage with doctors remotely to discuss and exchange content about their conditions.

London, Gb

Served as technical lead for multiple development projects across various clients. Created web based applications and supporting business processes to drive revenue growth and increase efficiency across diverse organizations.

Boutique web and software development firm serving middle market companies in Northeast Ohio.

M.B.A., Strategy, Information Systems

Msppm, Public Policy Management

B.S., Computer Engineering