Lead and Guide the Software Solution Services Data Management Team to achieve company initiatives and targets by maximizing utilization of resources, following efficient project delivery processes and promoting strong team and customer collaboration. Mentor managers on guiding and developing their teams to increase closed revenue and decrease start to close project cycles. Motivate and Coach software engineers to increase customer engagement, deliver more complex solutions and continually meet deadlines.Outline, Develop and Communicate to the Software Solution Services team, initiatives, targets and goals, progress towards targets and goals and service delivery best practices. Administrator of OpenAir, our project management and time management system, and administrator of the Software Solution Services SharePoint site.

Help companies improve their engineering and manufacturing processes by ensuring successful PLM consulting services are delivered by the PLM Services team at CATI.

PLM Services Manager overseeing the East Region consulting team. This includes managing consulting services, resources, estimates, project assignments, project management and project billing.- Manage Consulting Policies, Procedures, Budget, Planning, Reporting.- Manage PDM/PLM/DW implementations, data migrations, API/programming projects.- Review and address project issues and changes.- Assign and manage project resources and developers.- Review project requirements with team and customers.- Review and approve project time entry.- Review and approve project scope changes.- Utilize OpenAir for project management, resource management, time management and services forecasting.- Utilize SalesForce for services opp management.- Review and approve employee time and expenses.- Report on consulting services backlog, active projects and on-hold projects.- Report on consulting services project time logged and project time forecast.- Continually enhance consulting policies and procedures.- Mentor tech teams on delivering services.- Plan for new services offerings.

Professional Services Manager overseeing all consulting services, services estimating, consulting resources, project assignments, project management and project billing.- Manage Consulting Services, Team, Policies, Procedures, Budget, Planning, Reporting.- Manage 100+ PDM/PLM/DW/SW implementations, data migrations, API/programming projects.- Coordinate 3rd party service contracts.- Review and address project issues and changes.- Assign and manage project resources and developers.- Review project requirements with team and customers.- Review and approve all project time entry.- Scope and draft SOWs for PDM, PLM and API/programming projects.- Review and approve project scope changes and estimates.- Utilize Wrike for project management, resource management and services forecasting.- Utilize Netsuite for project time management.- Utilize SalesForce for services opp management and scoping services requests.- Review and approve employee time and expenses.- Report on consulting services backlog, active projects and on-hold projects.- Report on consulting services booked sales and collected revenue.- Report on consulting services project time logged and project time forecast.- Outline consulting services yearly budget.- Continually enhance consulting policies and procedures.- Review and enforce consulting rates and policies.- Update services SOW templates as needed.- Update sales teams on revised and new consulting policies and procedures.- Mentor tech teams on scoping, estimating and delivering services.- Plan for new services offerings.Key Achievements:- Led team to identify, configure and implement internal PM application (Wrike).- Unified project delivery by standardizing implementation methodologies.- Reduced errors and wait time by revising scoping policies and procedures and SOW documentation.- Launched 12 new QuickStart service solutions (PDM, DW, ELE).- Increased GP by overhauling time billing policies and procedures.

Regional Technical Manager overseeing regional technical team and services for pre-sales and consulting. - Oversee regional technical teams in Ohio, Kentucky and Michigan.- Assist Pre-sales with high level PDM product discussions, demos, comparisons, proof of concepts and customer workflow analysis.- Assist Pre-sales with ARAS PLM product demos, comparisons, scoping efforts and estimating efforts.- Scope, quote and draft SOWs for data migrations from various sources to PDM.- Scope, quote and draft SOWs for PDM implementations.- Review and approve all drafted SOWs for all service work.- Assign technical resources to all new services projects.- Document, review and approve all scope changes.- Review and approve services project time.- Assist accounting with project billing.- Develop PDM technical demos (datasets, scripts and presentations).- Develop sales cut sheets for PDM products and services.- Create SOW templates and procedures.- Coach team on technical PDM and PLM product demonstrations, positioning, and competitive overviews.Key Achievements:- Reduced draft time by creating SOW templates for various consulting services.- Standardized SOW workflow by outlined scoping and SOW drafting procedures.- Improved salesrep quote accuracy by creating PDM product and services comparisons.

Senior Application Engineer focusing on SolidWorks CAD and PDM applications and consulting services.- Support Pre-sales with Solidworks PDM product knowledge, product positioning, competitive overviews and product demonstrations.- Support Pre-sales with ARAS PLM product knowledge, product positioning, competitive overviews and product demonstrations.- Assist consulting team with scoping PDM and PLM implementation services and estimating the project effort.- Assist consulting team with scoping custom API services and working with developers to estimate the project effort.Key Achievements:- Developed custom PDM demonstrations- Developed custom ARAS PDM demonstrations.- Created PDM and PLM product comparisons for sales.

Author of video based training courses for construction and architecture.- Design course outline and material on subjects ranging from intro courses to specialized topics.- Courses designed to teach users how to use CAD applications in real world applications.- Courses focused on the Architectural industry using Revit Architecture, MEP and Structure.- Record live lecture and demonstration of applications in each lesson.Key Achievements:- 6 Autodesk Revit Learning course video publications - Learning Autodesk Revit MEP 2016 - Learning Autodesk Revit Structure 2016 - Revit Architecture - Building A House - Revit - Stairs And Railings - Learning Autodesk Revit MEP 2015 - Learning Revit Structure 2015

CAD technical specialist focusing on consulting, pre-sales support, design, configuration, implementation, training and post-sales support of PTC CAD applications.- Project Manager of Creo, Pro/E, MathCAD and Windchill projects.- Consult on, Design and implement CAD standards, template start parts, ModelCHECK configurations, and system settings.- Develop new Creo and Windchill product demonstrations including datasets, scripts and presentations.- Support pre-sales developing and training personnel on product demonstrations, product positioning, and competitive overviews.- Train on topics ranging from Intro to 3D Modeling, Advanced Modeling, Advanced Assembly Management, Sheetmetal Design, Routed Systems (Piping, Cabling), Detail Drawing, Illustration and Animation.- Train fundamentals of PDMLink (Windchill) for Creo, Pro/Engineer, AutoCAD, Inventor and Solidworks.- Offer Hands-On workshops of Creo and Pro/Engineer applications. Subjects range from concept modeling, to parametric modeling to late stage design change management. Sub-topics include sketching, parametric modeling, flexible modeling, simulation, layouts, drawings, illustration and animation.- Plan, record and maintain video libraries of How-To CAD recordings for Creo Paramteric, Creo Layout, Creo Illustrate and Creo Simulate.- Support end users and administrators.Key Achievements:- Certified PTC Trainer.- Certified Autodesk Technical Specialist- Planned, developed and documented Pro/Engineer CAD standards including start parts, configurations, custom scripts and ModelCHECK settings for Department of Defense.- Planned, developed, tested and documented vertical air condenser configuration tool utilizing MathCAD and Creo for Department of Defense Supplier.- Developed custom Hands On Workshops for Creo Parametric, Flexible Modeling and Creo Layout. Produced user manuals and script for workshop trainers. Traveled the regional area hosting workshop events.

CAD technical specialist focusing on consulting, pre-sales support, design, configuration, implementation, training and post-sales support of Autodesk CAD applications.- Project Manager of AutoCAD, Inventor and Vault projects.- Consult on, Design and implement CAD standards, template start parts, system configurations, and system settings.- Develop new Inventor product demonstrations including datasets, scripts and presentations.- Support pre-sales developing and training personnel on product demonstrations, product positioning, and competitive overviews.- Train on topics ranging from Intro to 3D Modeling, Advanced Modeling, Advanced Assembly Management, Sheetmetal Design, Routed Systems (Piping, Cabling), Detail Drawing, Illustration and Animation.- Train fundamentals of Data management using Autodesk Vault.- Plan, record and maintain video libraries of How-To CAD recordings for AutoCAD, Inventor and Vault.- Support end users and administrators.

Operate small consulting company focusing on architectural/engineering app training and database consulting for the home repair Handyman franchise. Perform all business responsibilities (sales and marketing, software development/deployment, training, accounting and support).- Provide Autodesk application training (AutoCAD, Revit, AutoCAD Architecture, Mechanical, Electrical, Inventor) to corporations/individuals.- Assist clients with Autodesk application technical issues.- Design 3-dimensional prototype mechanical parts using Inventor and 3-dimensional realistic building perspectives using Revit for clients.- Consult on database applications, hardware and associated software.- Design, develop and deploy custom client/server and web DB apps.- Provide administrator and end user technical training on DB apps and windows apps – MS Office, Email.- Manage DB installations providing continuous maintenance, enhancements and technical support via remote access and on-site. Support legacy applications, PC hardware, Windows OS, Windows related apps and client/server and P2P networks.- Maintain, Upgrade, Train and Support applications to 100 + Handyman construction franchisee locations across the US and Canada.Key Achievements:- Launched startup consulting firm specializing in DB consulting, development, implementation and training. Targeted vertical market Handyman franchise.- Expanded services to include Autodesk and PTC CAD training and 3D design services.- Created entire company presence (website, literature, apps, procedures, policies, sales, marketing, training curriculum).- Designed billboard 3D renderings.- Planned/developed job tracking app for Handyman franchise.- Implemented/support 80+ Franchisees.- Trained users/admins at each franchise. Provided level two support to franchise.- Developed 50+ reports (XLS, HTML) for app.- Developed/implemented DB conversion process. Converted data from CMC app to Lotus Web app.

Conduct theory and hands-on technical software training for Architecture and Engineering students.Instruct students in several classes covering topics focusing on Architectural Design and Engineering Design using Autodesk applications.- Architecture BIM Design using Revit Architecture: development of foundations, elevations, wall sections and roof framing details, floor structural details, electrical plans, plumbing systems and mechanical load calculations.- Engineering Modeling using Inventor: 3D solid model and assembly layout, design and drafting of mechanisms and machines using shafts, gears, fasteners, bushings, bearings and couplings.Tutor students in the usage of Revit and Inventor as it relates to the field of Architecture and Engineering.

Conduct AutoCAD Basic, Advanced, 3D, Animation and Rendering training in classes with interior design students in the Interior Design program at Ursuline College.Key Achievements:- Re-designed the CAD course for Interior Designers.- Prepared course materials for AutoCAD core fundamentals, advanced fundamentals, and AutoCAD Revit Architecture fundamentals. Materials included course outline, projects, grading procedures, quizzes, exams, and course text books.- Instructed on AutoCAD core features and functionality, AutoCAD Advanced features and functionality, and Revit Architecture core features and functionality.- Redesigned course curriculum to meet new technology needs and 3D requirements of the ever evolving field of interior design. Enhanced the curriculum to encompass the fundamentals of Autodesk Revit Architecture. Broadened the curriculum to include additional advanced features of AutoCAD for both 2D and 3D drawings.- Continually review curriculum and software applications to stay on the cutting edge of technology so we can offer and educate the students on the best tools to help them succeed within the interior design field.

Conduct theory and hands-on technical software training for Architecture and Engineering students.Instruct students in several classes covering topics focusing on Architectural Design and Engineering Design using Autodesk applications.- Engineering Graphics using AutoCAD: creation of pictorial, auxiliaries, sections and orthographic working drawings incorporating developments, geometric dimensions and tolerances, weldments, threads, fasteners, springs, mechanisms and symbol libraries.- Engineering Modeling using Inventor: 3D solid model and assembly layout, design and drafting of mechanisms and machines using shafts, gears, fasteners, bushings, bearings and couplings.- Architecture BIM Design using Revit Architecture: development of foundations, elevations, wall sections and roof framing details, floor structural details, electrical plans, plumbing systems and mechanical load calculations.Instruct visual communication students in several classes covering topics focusing on print production using Adobe Photoshop, Illustrator and InDesign applications.- Digital Prepress using InDesign: present advanced printing production processes and various conventions used in the print industry.- Typography using InDesign: focuses on principals of printing design and typography encompassing technical specifications, aesthetics, functionality and meanings.Tutor students in the usage of Revit and Inventor as it relates to the field of Architecture and Engineering.

Conduct theory and hands-on technical software training for Architecture and Engineering students. Instruct students in several classes covering topics using Autodesk applications.- Architectural Design using AutoCAD: development of floor plans, elevations and perspective projection principles of a building project incorporating material specifications, legal and building code requirements.- Engineering Graphics using AutoCAD: creation of pictorial, auxiliaries, sections and orthographic working drawings incorporating developments, geometric dimensioning and tolerances, weldments, threads, fasteners, springs, mechanisms and symbol libraries.- Architecture BIM Design using Revit Architecture: development of foundations, elevations, wall sections and roof framing details, floor structural details, electrical plans, plumbing systems and mechanical load calculations.- Engineering Modeling using Inventor: 3D solid model and assembly layout, design and drafting of mechanisms and machines using shafts, gears, fasteners, bushings, bearings and couplings.- Descriptive Geometry using AutoCAD: study of spatial relations involving points, lines, planes and solids.- Materials and Processes using AutoCAD: survey of various materials, their applications and production processes as found in the manufacturing and construction industries.- 3D Solid modeling using 3dsMax: model forms, products or architectural space layouts with light, shadows, color, textures and backgrounds.- CADD Capstone Design: techniques of project planning, project design, development, execution, documentation and presentation of a drafting project from start to finish.- Graphic Design using Adobe Photoshop and Illustrator: study of the principles and elements of basic design as a creative, practical problem-solving and analytical toolsKey Achievements:- Create curriculum for advanced Revit and Inventor workshops.- Conduct training workshops for current and past students.

Collaborated with faculty to develop student retention strategies, assisted in scheduling of classes, interviewed candidates for instructor positions, implemented new policies and procedures, review curriculum, and oversaw faculty performance. Assisted students with retention, academics, curriculum, and technical software applications. Reviewed subject matter with advisory committees regarding academic curriculum and technical software applications.

Conduct AutoCAD Basic, Advanced, 3D, Animation and Rendering training in Classes with 15 to 30 architecture and interior design students in the College of Architecture & Environmental Design at Kent State University.- Designed AutoCAD course for Interior Designers.- Created AutoCAD 3D, Rendering and Animation workshops - Prepared original course materials for AutoCAD core fundamentals, advanced fundamentals, AutoCAD 3D, AutoCAD Architectural Desktop and Revit fundamentals. Materials included course outline, projects, grading procedures, quizzes, exams, and course text books.- Instructed on AutoCAD core features and functionality, AutoCAD Advanced features and functionality, AutoCAD 3D fundamentals, AutoCAD Architectural Desktop features and fundamentals and Revit core features and functionality.- Redesigned course curriculum to meet new technology needs and 3D requirements of the ever evolving field of architecture and interior design. Enhanced the curriculum to encompass the fundamentals of Autodesk Revit Architecture. Broadened the curriculum to include additional advanced features of AutoCAD, AutoCAD Architecture for both 2D and 3D drawings.- Continually review curriculum and software applications to stay on the cutting edge of technology so we can offer and educate the students on the best tools to help them succeed within the architecture and interior design fields.

Provided contract training, development and support services to the clients of CaddFX.- Conducted AutoCAD, AutoCAD Architecture, and Revit Architecture classes for professional architects and designers.- Trained professional Architects and Engineers on the fundamentals of AutoCAD Architecture and Revit Architecture. This also includes definitions and good practices for using BIM technology. Application fundamentals include levels, walls, doors, windows, components, views, sheets, elevations, sections, details, floors, ceilings, roofs, perspectives, rendering, light studies, walk-thrus, and creating new components, families and types for all functions.- Outline, develop and implement autolisp routines and scripts accomplishing various tasks for numerous clients.- Showcase new Autodesk applications at industry tradeshows and seminar events.- Provide Revit design services for developing 3D Revit models and Green Building Studio analysis of the models.

Sales Consultant, Training Instructor. - Head of custom CRM development project for North American furniture dealers that would replace existing legacy products. Trained clients locally and regionally on CRM applications, best practices and CRM methodology building. Lectured on CRM strategies and CRM technologies at national furniture dealer conventions.- Redeveloped existing project planning guidelines and materials to be geared more toward the small to medium sized customer having a relatively short software implementation cycle. - Developed vertical market sales and marketing strategies to focus on the contract furnishings market. Provided insight and oversaw the design of custom software products for the contract furnishings market including all literature, trade show booths, marketing adds, and training materials. As the industry influence, lectured on CRM and CRM methodologies at national conferences for the contract furnishing industry. As a project manager, headed a staff of consultants, developers and installers to manage and implement custom CRM projects across the country for the contract furnishings market.

Management team member responsible for generating business, managing marketing campaigns, overseeing accounting, scheduling of projects, training of clients and managing of staff.- Researched new vertical markets and launched successful marketing campaigns to uncover new opportunities in the manufacturing, construction, banking and pharmaceutical industries.- Organized, scheduled and provided sales software training and curriculum for existing and new clients nationwide. Educated clients on software solutions ranging from end-users, to management staff to administrators. Trained concepts ranging from beginner/introductory training for end users to power reporting for management to database design for administrators.- Planned and developed new tactical marketing campaigns to aggressively attack existing and new vertical market segments. Designed marketing literature, news ads, trade-show booth signage, and corporate websites for each campaign.- Oversaw accounting, scheduling of projects, managing staff, budgeting and day-to-day business activities. Outlined basic and complex business models for sales, marketing and project management. Evaluated and set product price structures, established sales support programs and determined hourly billable rates. Assumed management of accounts receivable, invoicing, and purchasing.- Outlined project procedures, specifications, and formats for organizing, recording, tracking and presenting project proposals. Drafted several legal documents including support, training, and standard terms and conditions incorporated in each project.- As the account executive for major bank and pharmaceutical accounts, increased revenue by increasing the volume of product sales, on-going training and renegotiating contracts. Increased volume in the furniture dealer vertical, increased new business in the AEC community, and extended contracts with established accounts. Developed new construction franchise accounts spanning North America.

Sales team member responsible for generating business, drafting AutoCAD floor plans, managing projects, overseeing furniture delivery and installation. IT manager responsible for Windows NT network, PC/peripheral support, Desktop applications including AutoCAD, Microsoft Office, Exchange, Commence CRM, Hedberg systems (configurator).- New Business Sales/ Design. Expanded new business development. Introduced new products focusing on the refurbished and as-is market. Mined major accounts for additional products and design projects. Assisted on deliveries and installation of systems furniture. Managed projects from information gathering, AutoCAD design phase, Hedberg quoting, and installation.- IT Manager. Established a new NT network environment. Planned and administered Commence CRM software for sales and design. Managed the upgrade of Hedberg backoffice system. Planned, upgraded and supported AutoCAD and the Steelcase symbol libraries. Maintained email, online libraries, and network infrastructure. Supported desktop applications.

Design team member responsible for AutoCAD drawings, blue prints, and construction documents. Managed AutoCAD installation, symbol libraries, PCs, desktop applications.