Tracy Jefferson Email & Phone Number

Florida, United States

Houston, Tx, Us

Part of the Leadership Team leading the effort to develop opportunities for the product and service offerings via direct relationships with clients or through alliances. The primary areas of focus are products including Envizi, TRIRIGA, Planon, Nuvolo, and Strategic Advisory services with an emphasis on data standards, data management, sustainability, and ESG.

Houston, Tx, Us

Palm Harbor, Florida, Us

Working with the leadership of this up-and-coming OKR solution provider to assist the company in achieving their strategic objectives.

A member of this global peer group of fractional CxO's.

Frankfort, Il, Us

Cleveland, Oh, Us

The Tampa Bay Chapter leader for the professional development association of Second-in-Command Executives: Chief Operating Officers, Operating CFOs, General Managers, Divisional Presidents, Operating CIOs, and Executive Vice Presidents. We serve with integrity, providing value to our Members, to our Member’s companies, and to our overall business community. ​Our goals are ​to provide a collaborative, peer learning forum of Chief Operating Officers and other Second-in-Command Executives. To expand individual member’s professional development. To develop and share COO-specific best practices. To connect the greater Second-in-Command community. To broaden understanding and awareness throughout the greater business community of the Second-in-Command and its crucial role.

Hook, Hampshire, Gb

Part of the Facilities & Asset Management team in the Consultancy+ group that implements IWMS, Asset Management, and Sustainability solutions. Primary responsibilities include building partner and customer relationships, providing oversight and consulting to the consulting teams, maintaining a social media presence, and identifying new opportunities.

Whitehall, Pennsylvania, Us

Worked with the Visionary of the company to implement organizational efficiencies.

Veri-Clean is a subsidiary of FieldFLEX.

Ottawa, On, Ca

As part of the global executive team, was responsible for the operations side of the business. Oversaw the PMO, QA, and Support efforts; obtained resources globally; supported the marketing and sales efforts; maintained team unity; established priorities; made sure things kept moving when there were constraints; established process and policies; acted as team motivator but also disciplinarian; functioned as the executive escalation point for clients; and performed other functions that helped the organization achieve the corporate vision.

Los Angeles, Ca, Us

Founding member and co-leader of the team. The IST missions are: assist the business development and project teams to grow the business; provide primary research in all technology areas including products and competitors as well as enhance demonstration capabilities; ensure knowledge sharing across the technology and client services teams; provide project support to technology, client services, and global consulting. Also act as program manager when teams across multiple markets and service lines are involved as well as for international implementations.

As the leader of the TRIRIGA Center of Excellence, managed several dozen TRIRIGA resources (between FTE's and contractors); supported the Market Sectors, Client Services, Business Solutions, Business Development, and Sales teams; managed a team of several dozen professionals, assisted the team in being successful in their careers; monitored team performance against objectives; and created training and growth opportunities.

A member of the Client Solutions team specializing in TRIRIGA. Assist the sales team with opportunities from both existing and new clients by providing product demonstrations, performing discovery sessions, responding to RFP's, training, and presentations. Involved in traditional implementations as well as the NGKF pre-configured solution. Also, engaged with internal teams and customers to make sure TRIRIGA implementations are successful by acting as a senior consultant.

Armonk, New York, Ny, Us

Part of the team responsible to make the IBM TRIRIGA product successful in the Middle East and Africa by working with the IBM Business Partners and TRIRIGA customers throughout the sales and product lifecycles. Performed tasks from pre-sales all the way through overseeing implementations.

At the request of Al-Borj after the implementation contract was over, remained in Saudi Arabia to continue working with TRIRIGA, and expanded from the TRIRIGA consulting role to include managing the IT Team in Jeddah and at Abraj Al-Bait in Mecca. Oversaw TRIRIGA, Microsoft Dynamics, and network.

Dubai, Dubai, Ae

Worked under an exclusive, temporary contract with eSolutions to implement TRIRIGA in Saudi Arabia at Al-Borj, and work with them to develop a TRIRIGA practice throughout the Middle East. Functional roles include Application Consultant, Project Manager, and Business Development.

Southfield, Mi, Us

As part of the Strategic Consulting Team, provided consulting services on the implementation of enterprise systems, primarily IBM TRIRIGA. Also provided sales support as required. One of the leaders of CFI's expansion into Europe, working with IBM and customers primarily in the UK, Norway, and Switzerland.Our team's primary activities: Business Intelligence (BI) Strategies for COGNOS and Qlikview; RE/FM Business Process and Org Re-Design; Strategic Portfolio Forecasting / Master Planning; IWMS Technology Planning for IBM TRIRIGA, MAXIMO and Archibus platforms.

Worked independently through associations with CFI and Net Vision Resources on IBM TRIRIGA projects involving the US Air Force and Stanford University.

Wayne, Pa, Us

Functioned in three roles: Program Manager to provide oversight on larger implementations, Sales Engineer to work with prospective customers on the Capital Planning and Project Management (CPPM) module, and Product Management for the CPPM module.As a program manager, performed process improvement for the project management team, and oversaw larger implementations of the system where multiple projects are involved. Process improvement focused on standardization of process and documentation, and better issue management. As a sales engineer, worked with the sales and marketing team to provide webinars and detailed on site discovery session for prospects.Was involved in Product Management for the CPPM module, working with leadership and the customer SIG to design future product enhancements.

Las Vegas, Nevada, Us

Worked with clients such as Dick's Sporting Goods, AIG, W W Grainger, City of New York, Profac, Capital One, Michael Baker, and Wells Fargo as the Application Consultant implementing TRIRIGA, an IWMS system for enterprise facilities management. My responsibilities included managing client relationships, leading business process engineering, requirements gathering, and functional design sessions; preparation of documents including Business Process Analysis, Functional Design, QA Plan, Use Cases, Test Cases, Project Plans, Training materials, and Training Plans. Deliver customized training courses in person and via WebEx. Work daily with the development team to insure the development meets the design.Supported other team members on their projects, and provide web based and video training on the system.(Note that start date includes when under exclusive contract prior to employee basis)

As a consultant to Wells Fargo in Des Moines (a Fortune 50 company) on the implementation of the Tririga ERP solution, my responsibilities included managing the relationship with the client, project planning, team management for Serco, coordinating with Tririga development staff as well as Wells Fargo's internal development staff, scheduling resources, and billing. As an analyst, conducted requirements gathering meetings, prepared detailed business requirements documents, wrote functional design documents, wrote technical design documents, conducted JAD sessions, and worked with the Tririga application consultant to coordinate designs across divisions. Designed solutions in the Tririga Projects, Facilities, Portfolio, and Real Estate modules plus have designed new modules for Strategic Planning and an interface to Remedy.

Louisville, Kentucky, Us

Was part of the team that drove the Commercial segment of the Humana SmartSummary initiative forward. Coordinated the efforts of Development, Integration, Business, Guidance, and IT teams. Coordinated the production cycle by working with IT, print ops, QA, and customer service components. The team received the 2006 American Business Awards "Stevie" award for best new product. Integration Analyst Responsibilities: • Responsible for coordinating the requirements of the various business units into an integrated solution. • Cooridinated monthly production of the SmartSummary Commercial Statement for large groups. • Prepared PCR’s (Project Change Requests) for the ICE team as well as the IT group, and served on the Change Management Committee. • Managed numerous simultaneous tasks. • Wrote DBR’s (detailed business requirements). • Prepared data specifications and work with the various components of Humana to implement them. • Worked closely with the software vendor who provides development resources. • Part of the team designing and implementing an EPM (Electronic Project Management) solution.

Part of the LIMS (Laboratory Information Management Systems) implementation team at the state’s Public Health Lab. The system manages information for newborn screening, bioterrorism, microbiology, and other lab areas. Initially, acted as a business analyst defining the requirements and software revisions for the StarLIMS software, then moved into an implementation role writing and managing comprehensive system testing scenarios, creating end user training classes, and working with management and the software development team to finalize system modifications. Also, wrote end user documentation and step-by-step instruction cards for lab personnel. Also, performed dual functions for the EPHRS (Electronic Public Health Records System): acted as a trainer conducting classes for public health officials, and part of the quality assurance/testing team for the Disease Surveillance and Immunization Record systems. Business Analyst Responsibilities: • Gathered end-user requirements on various platforms. • Worked with the software vendors. • Prepared and tested integration solutions. • Translated functional specifications. • Responsible for documentation and aspects of Quality Assurance. • Made sure project was CAP (College of American Pathologists) and PHIN (Public Health Information Network) compliant. Trainer/Technical Writer Responsibilities: • Responsible for gauging target audience, preparing technical/non-technical end-user training and course materials across various levels of corporate employees and senior level management. Audiences ranged from one-on-one training to auditorium sized training. • Trained individuals on disease surveillance software.

Louisville, Kentucky, Us

IT Director for this Louisville based, national engineering firm on two different occassions.

Owner of a small IT consulting services firm providing Business Analysis, Technical Writing, Crisis and Facilities Management, and Training. Clients spanned many industries such as KForce, the Central Intelligence Agency, Deluxe Corporation, Vermont American, Qk4, Becker Law Office; and, local firms such and Louis & Henry Group. Implemented systems such as Wind-2, Deltek, Axium, and Timberline in the A/E industry, Tririga for facilities management (trained at Tririga’s headquarters in Las Vegas), various Microsoft solutions, and Lotus Domino. Consulting Responsibilities included: • Provided 24/7 on-call support for catastrophic events. • Responsible for identifying exposure and preventing fraudulent chargebacks for a credit card processing firm whose customer went out of business without warning exposing them to a $30 million loss. Lead the team that developed a chargeback defense database in PowerBuilder and Access. Responsible for working with the bond company, bankruptcy court, and various other companies involved such as Skaden Arps, Deluxe Corporation, American Express and Continental Airlines. • Served as the Arbitrator at the behest of my clients, Timberline Software and Axium, to resolve and mediate issues. • Responsible for facilities management, system security, system auditing, fraud prevention, SOX and HIPAA compliance, and business reengineering. • Performed systems conversions involving Wind-2, Deltek, Timberline, Axium, Real World, Great Plains, and MAS90.

Louisville, Kentucky, Us

IT Director for this Louisville based, national engineering firm on two different occassions.

Programmer on the software development team of this software company that specialized in financial systems for A/E firms. Promoted to department head and lead the development teams for all products.

Nisus was a custom programming shop for the IBM System/23 which went out of business in 8/83. Projects worked on include orthodontics practice management, medical office management, and interior design space planning software.

Accounting/Is

Education record