Brian M. Email & Phone Number

Greater Boston

Greater Boston

Greater Boston

Responsibility for client-facing consultative based account management for PowerPlan comprehensive Capital Assets, Project and Regulatory Accounting suite, as well as ASC 842 and IFRS16 Lease Accounting and Budgeting and Tax Management software. Delivering strategic and tactical solution management to major Regulated Utility sector corporations offering power generation, transmission and electric/gas distribution within North America and Global European markets. Key ERP integration includes working aside enterprise providers such as SAP, Oracle, Workday and Maximo, as well as with SI partners such as PWC, EY, KPMG and Deloitte. Project client list includes: Royal Dutch Shell (Netherlands), Rio Tinto, Duke Energy, TransCanada, First Energy, Eversource, SDGE, PPL, FPL/NextEra, ENMAX, Exelon, TECO and many others.

Greater Boston Area

Role responsibilities that include: senior client advisor, technology consulting, business analyst, account development, technology planning and assessments, consultative services selling, RFP/RFI preparation, project management and finance tax management. Solution development using .NET platform and support of various enterprise software products including Microsoft Dynamics NAV, PayChex, Elavon, RTP (Resort Technology Partners), SOPHOS, H2Desk, Joomla, etc.Advisor and acting CMO for ecommerce technology start-up, Regaalo at New Hampshire Innovation and Commercialization Center (NH-ICC). As CMO led initial merchant partner program development and establishment of merchant services and support operations at the NH-ICC, and on behalf of Regaalo. The NH-ICC works in cooperation with the UNH to foster innovative, student led business and technology ideas by providing start-ups access to executive leadership, industry resources and market expertise.BRD consultants assist regional businesses in attaining successful outcomes with problematic, transitional and adoptive technology initiatives, and cost containment programs as well as technology infrastructure and technology project management. BRD's pragmatic ProPel methodology delivers unbiased business operation assessments that rapidly examine execution across core functions in a structured, cost effective consultative model. In addition, BRD's Business Guardian solution provides state-of-the-art remote IT management, data protection and technology support services for any size business infrastructure. And BRD's Web Business Platform solution delivers a robust, fully user manageable ASP.NET framework focused on Hospitality and Retail Service industry website deployments.

Greater Boston Area

Advanced Business Solutions (formerly COA Solutions Ltd and Cedar Group) is an international leader in development and delivery of financial management, ecommerce, document management and collaborative software solutions and services for businesses leveraging platform technologies including Oracle and Progress Software. In 10 year career (1998-2008) with metro-Boston based division of ABS (COA Solutions Ltd and Cedar Group), attained elevated levels of business, client and executive operations management accountability. Served eight years as Director of Client Professional Services and as a Senior Engagement Director including two overlapping years leading Partner Business Development. In final two years with ABS served as divisional VP/General Manager of all North America. Executive leadership includes P&L accountability for 15M+ divisional operations, achieving 100%+ of target revenue and EBITDA budgetary and growth forecasts during tenure. Involved in client sales and contractual negotiations, strategic and tactical business planning, operations development and as ABS senior executive at annual NAUG, and event speaker.Further, provided team leadership in market and management initiatives including client and new partner channel development and inside/outside solution sales and professional services delivery management. As Client Services Director, led multiple, cross-industry software consulting lifecycle engagements and related resource and support team management.

Added to existing Professional Services and Support management role to include Partner Development responsibilities. Established channel partner alliances and consistently achieved 100%+ of quota targets. Managed successful outside Oracle based ERP solution sales teams. Leading partnership development programs with VAR’s, SI’s, OEM's in Northeast, Mid-Atlantic, Midwest, Canada and Puerto Rico.

Hired to lead genesis of US Professional Services practice for UK parent resulting from 1998 acquisition of US based SOTAS International. Retained practice management responsibility throughout majority of a 10-year career with Cedar Group, and subsequently COA Solutions. Management included approx. 30-35 FTE, plus contracted and outsourced project resources, and delivering upwards of 13M+ in annual software service consulting revenue. Provided executive account management or senior project manager on numerous client IT engagements. Project(s) SDLC process management with effective team utilization rate of 68%, revenue accountability and client satisfaction responsibility. Also US support team management related to all client annual SLA’s. Other key activities included: solution service up-selling, finance, product management, team development, C-level interactions and contract and term negotiations.Enterprise consulting solutions for industry leading companies in verticals including: Healthcare, Telco, Financial, Transportation, Retail, Publishing and Not-For-Profit.

Business product technology and solution delivery management for "state of the art" continuous real-time inbound/outbound "Kanban" oriented demand (JIT) planning solutions leveraging process points that incorporate SOP/POP, forecasting, warehouse shipping and receiving, warehouse / inventory management, transport and in-transit scheduling, stops, load factoring, etc.