Expert Profile
Experienced Senior Consulting Professional with a unique perspective on IT effectiveness resulting from significant work experience in both analytical business areas as well as technology companies. Highly skilled in quantifying and continuously ensuring the value of IT through a persistent focus on measurable, ROI driven corporate business needs. Consistently deliver profitable recommendations and solutions to top management of numerous business areas, including Marketing, Sales and Finance, through the effective combination of business and technology strategies and solutions. Highly effective in driving results by focusing on the quantification of business goals and liaising between diverse, cross functional business and technology groups, as well as business partners, to ensure the successful application of technology.
With full life cycle skills (SDLC) and significant exposure to all components of a successful BI / DW implementation, I am experienced in working and liaising with diverse cross-functional business and IT teams as well as business partners. My business and IT experience has both utilized and provided me with significant functional expertise in front office marketing and sales across verticals, with especially strong CPG (Consumer Products) Industry experience.
My key skills are highlighted below:
- Highly developed client facing skills with exceptional strength in liaising between business and IT
- 15+ years progressive and successful consulting experience, including internationally
- Superior business requirements, ROI analysis and documentation skills (examples available)
- Industry experience in a variety of verticals, with significant expertise in CPG, telecom and technology
- Experienced in successful project, client and engagement management, budget and time management, with 10+ years full client responsibility and strong business development capabilities
- Experienced in working successfully with cross functional teams at all levels, from IT to staff to executive, as well as multiple outside vendors (data, software, hardware) and business partners
- 10+ years software consulting experience utilizing technology to deliver measurable business value (ROI) , including software customization, reporting and dashboard customization, and customized analytics development
- 10+ years experience in all aspects of full life cycle implementations (SDLC)
- 10+ years experience in implementations using client server BI, CRM, OLAP tools
- 10+ years in data warehouse strategy and development, including strong RDBMS skills
- Excellent verbal and written presentation skills
- Well educated with an MBA and a BA in Mathematics; strong analytical background
***** International Consulting Inc., Road Warrior Senior Consultant *****;2008-
Provide business analysis and decision support consulting to both large and small clients, concentrating on business strategy and the utilization of technology to create profitable, measurable business outcomes. Provide consulting services, including business requirements analysis and documentation, full life cycle project/engagement management, reengineering/process improvement (BPR), data warehouse design and development, application design and development, relational database design and maintenance, customer training and support, decision support (DSS), business intelligence (BI), OLAP, Data Mining, sales, marketing, profitability and pricing analysis. Utilized strong business/ relationship management skills, along with functional expertise in sales, marketing and finance to support BI, CRM and SFA initiatives. Skilled in all components of full life cycle implementations (phased SDLC).
Unisys Corporation, Road Warrior Senior Business Consultant *****
Provide business analysis consulting to clients to support the utilization of technology to create profitable, measurable business outcomes. Utilize strong business and IT Liaison skills, along with functional expertise in sales, marketing and finance to support our external and internal customers in developing business requirements to support robust BI systems. Working closely with our Microsoft partners, develop and deliver BI business collateral and support to help expand both companies’ footprints in the BI market.
MBA Finance & Economics, Temple University, Summa Cum Laude (GPA: 3.84)
BA Mathematics, minor Chemistry: Temple University, Cum Laude
- KPI Definition and BI Business Demo Microsoft MTC - Chicago/Boston
Working with national and regional management of Microsoft’s Technology Center (MTC), developed both functional and technical specifications for the BI demo portion of the REAL Phase II worldwide launch in Q*****. Analyzing actual REAL business data, created BI business demo utilizing multiple Key Performance Indicators (KPIs) and detailed development specifications to be leveraged by MS Scorecard, ProClarity, as well as multiple BI sales and support teams. Performed QA and Script storyline for BI business demo.
- Business Analysis and Scorecard Development Pharma - Atlanta
Interviewed several key business and IT support personnel to assist in development of scorecard used to facilitate BI software selection. Documented interviews and applied information to business criteria added to a scorecard used in supporting BI software selection. Successfully encouraged business user involvement and participation in selection of BI software tool.
SUCCESS STORIES
Full Life Cycle CRM BI Data Warehouse Development and Implementation : Post-Dereg Telecom Utility
Situation: I was initially called in for a $10,000 contract to duplicate an existing regional high level management revenue report to another (geographical) region. I soon discovered that there were two key issues to contend with: 1) Data sources for each region were so different that “duplication” would be impossible and 2) The existing regional management report (used by the VP Sales) contained data that was grossly inaccurate. Based on analysis and experience, I suggested the following solution: First, since the current report was considered valuable to the VP sales, ensure that the data it contained was correct. Next, after ensuring the existing report was correct, optimize the existing data structures so that it ran more quickly (currently an overnight process), and then after the existing valuable report was both accurate and efficient, employ the same business rules, processes and data structure to properly “duplicate” the report to another region. My proposal was accepted and grew to a multi year engagement.
Results:
- Created and “duplicated” key report used by VP Sales for both regions which was both accurate and efficient
- Created data structures, indexes, processes and load specs for data extraction (ETL) from billing records
- Received VP level support to work with internal IT groups to create and administer specs and ETL processes
- Received support at VP level to drive analysis and usage down to the branch manager level
- Received support at Branch Manager Level to drive analysis and usage down to the AE level
- Based on business approach and validation of business needs, grew the system to a multi functional data warehouse with multiple data marts and data tables utilized by the entire sales organization
- Utilizing SQL-based client server decision support software, in an iterative process produced over 200 CIS decision support, drill down reports and analyses for each region directly supporting AEs, Branch Managers and VP Sales
- Established, trained and supported a sales user community of over 300 professionals ranging from AE to VP
- Performed QA and data validation, created user and system documentation, trained sales users and internal sales support users, and ultimately handed over to internal support
- Grew this CRM, CIS, SFA decision support system from pilot to full scale implementation over a period 3 years.
Business Value:
- The implementation delivered over $.5 million in consulting revenue
- To support user growth, over $.5 million additional hardware and software was purchased
- Because of data validation procedures, the information in this system was trusted as accurate, and thereby replaced multiple other systems, databases and reports, saving several $100k annually in incorrect and redundant IT work
- The analytics so necessary in the post deregulatory climate of the telecom industry enabled this Fortune 50 customer to better understand and manage competition, thereby enabling the company to better target, manage and support a base of over $10 Billion in key business customers
- The system was also used to establish and track quotas and commissions, which had the multiple value of encouraging usage at the AE level and resulting in more meaningful and accurate quotas and resultant sales pursuits.
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BI IMPLEMENTATION: Cooperative Consumer Goods Company
Situation: When work first began with this customer, I was engaged with another customer. The contract for $.75 million in software and installation fees was contingent on a Requirements Analysis which demonstrated how the software would be customized and implemented to support the customer’s BI and DSS needs. The initial business requirements work was so poorly received that the client refused to proceed with the contract. Based on my previous success with Consumer Products companies and the success of my requirements methodology (which in my absence was not used by the first team), the account manager was able to convince the client sponsor to “give us another chance”. With an extremely hostile client sponsor and skeptical users, I employed my Needs Analysis methodology, produced an exceptionally detailed and value driven document and delivered the results to over 10 brand and category management professionals with an excellent reception.
Results:
- The contract for $.75 million was accepted and implemented.
- As the only acceptable project manager to the customer, I managed a 6-month onsite installation working with multiple cross functional teams, including market research, business users, IT, hardware, software and data vendors.
- The project was delivered on time and received so successfully by the client that my key technical lead and I were later flown to the customer site for a thank you luncheon.
- The client brought me back several additional times for onsite training and support, as well as for additional projects.
Business Value:
-The initial implementation delivered over $.75million in revenue the first year and over $.5million thereafter.
- The satisfied client became an excellent reference and supported future business growth.
- The Needs Analysis methodology I developed and employed saved an account in danger of being lost and established our company’s expertise in cross functional project management and consumer goods software deployments, which was leveraged for several $million of additional business.
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BI IMPLEMENTATION: Fortune 100 International Consumer Goods Company
Situation: While at Metaphor (a leading BI client server software company), I began work at a requirements gathering session with business users in the marketing department. After my associate left that day’s interviews with a large pile of reports gathered from questions focusing on data and reporting needs, I knew that there was a more effective way to gather information. As a result, I designed a business requirements methodology which focused on uncovering critical business requirements that relate to the Company’s specifically stated business goals, acquired earliler from key management.
BI IMPLEMENTATION: Fortune 100 International Consumer Goods Company (continued):
Results:
- Needs Analysis methodology adopted as requirements gathering standard at Metaphor.
- Needs Analysis methodology successfully used in both pre-sales and post-sales situation to attract new business, close new business, save business in danger of being lost, recapture lost business, grow existing business, and drive overall revenue.
- VP of Sales contacted me and requested that I personally conduct the same methodology with his sales force across the country. As a result, the implementation was expanded to the entire sales force in addition to marketing.
- Account grew into a multi-year phased implementation supporting its sales, marketing and research functions.
Business Value:
-The multi year implementation delivered $1million in revenue the first year and an over $1 million thereafter.
- The client became an excellent reference and supported future business growth at Metaphor.
- The Needs Analysis methodology supported my growth in industry expertise and that knowledge was leveraged for future Consumer Goods customers whose revenue resulted in several $million of additional business.
- The methodology was expanded by my efforts to support a new product offering of “End-User Application Review” which resulted in the generation of several $million in additional software and consulting revenue.
- The Needs Analysis methodology, used for business requirements, software audits, and business process mapping, helps to establish credibility at all organizational levels, and assists in liaising between different organizational groups.
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DSS FINANCE DATA WAREHOUSE: International Division of Fortune 50 Company
Situation: The Asia/Pacific headquarters of a multi-national conglomerate was deploying our software without the benefit of support. We wanted to ensure the installation was providing value so we could grow our presence at the customer and in the international market. My expertise in business needs was highly instrumental in securing an assignment to perform an audit of existing system usage along with a Needs Analysis focusing on uncovering key business issues and applications for the Division’s Finance group, whose purpose was to analyze the profitability of each of its 5 divisions within the Asia/Pacific business group within the Fortune 50 client.
Results:
- Performed and delivered an Executive Review of existing system usage with recommendations for improved analytics used to support upper management business decisions based on financial implications.
- Redesigned existing relational tables to create more accurate and speedier reporting.
- Analytical needs resulted in a proposal and SOW for a financial data warehouse which expanded enormously on existing relational database tables and structures.
- Again received the Consultant of the Quarter award for supporting entry into the international market.
Business Value:
-The initial assignment resulted in over $.5million in consulting revenue the first fiscal year.
- The client’s installation grew, resulting in several $100k of additional software revenue.
- The client became an excellent reference and supported future business growth.
- My work supported my knowledge and skill growth in data warehouse, financial, and international business consulting and was leveraged for future deployments in Financial Services and in the international market of several $million of additional business.
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DSS FINANCE & PLANNING SYSTEM: A/S Division of a Fortune Ten (10) Company
Situation: A very large company had begun deploying our software without the benefit of our support. Metaphor was called in to “assist with application development” for a $10,000 consulting fee. After assisting end-users with application development for the first week, I learned enough of the client’s business and system needs to recommend a solution which would better support their DSS investment. I proposed a solution which began with a Needs Analysis focusing on uncovering key business issues and applications for the Division’s Finance and Planning group, whose purpose was to provide internal financial measures and support for the A/S (Applications Solutions) Division, which consisted of three divisions of its own within the Fortune 10 client.
Results:
- Developed clear analytical needs which made this internal financial support group more focused and valuable in supporting its three divisions.
- Analytical needs required me to redesign relational database tables and structures, allowing the group to more nimbly support its clients.
- Redesigning relational databases resulted in improved business rules and data validation, improving credibility of reports and analyses delivered to company’s clients and increasing system usage and software growth.
- I received the Consultant of the Quarter award for supporting and growing this extremely high profile client.
Business Value:
-The $10,000 services contract grew to several $100k of services revenue.
- The client’s installation grew, resulting in several $100k of additional software revenue.
- The client became an excellent reference and supported future business growth at Metaphor.
- My work supported my growth in industry and subject matter expertise and that knowledge was leveraged for future deployments in Financial Services and Finance systems resulting in several $million of additional business.
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