ECM executive with over 20 years of ECM experience with both Fortune 500 firms and start-ups. Offers an extensive background in all aspects business development, client servicing and ECM program management, easily moving from vision and strategy to hands-on implementation and ongoing support.
Business case development
Marketing plan development
Electronic content management
Business process reengineering
Consulting Director January 2013 to January 2015Gimmal － Houston, TX
Acted as a Consulting Director
for one of the leading consulting and software companies dedicated to
creating electronic content management (ECM) and records and information
management (RIM) solutions on top of Microsoft SharePoint
included strategic planning,
business model analysis, process design,
ROI and KPI analysis, and project management
Participated in local Microsoft SharePoint
events in Kansas City
Assisted in creating proposals
and responding to RFPs and RFIs
Heavily involved with the local
ARMA chapter in Kansas City
Helped foster a partnership alliance
with KPMG in their forensics division
where I acted in the capacity as both a business analyst and project manager include
MasterCard, Harley Davidson, Enbridge, and Freddie Mac
Global Solutions Lead January 2010 to January 2013EMC Corporation － Pleasanton, CA
Developed and implemented go-to-market strategies for the global industry solutions group within the IIG division of EMC
Acted as the "industry evangelist" and "expert" for high level sales calls and press and analysts briefings
Promoted IIG's solutions and services by speaking at conferences and trade shows and conducting webinars
Spearheaded and executed a comprehensive global industry solutions marketing strategy and business plan for current and emerging content management solutions and services
Assisted the marketing execution teams on demand generation and thought leadership programs that drove a sustainable solutions pipeline and built awareness.
Worked alongside the Channels and Partners group to develop plans to identify, develop and promote key partnerships and strategic alliances with global and regional system integrators
Wrote key collateral pieces including white papers, solution overviews and sales presentations
Identified value propositions and key messages for all marketing campaigns
Well versed in EMC's ECM technologies such as Documentum, Document Sciences, Captiva, and Kazeon.
Director of Marketing January 2002 to January 2010DST Systems, Inc － Kansas City, MO
Managed a team of five individuals and directed all marketing and lead generation activities for DST's Workflow and Content Management solution, Automated Work Distributor (AWD)
Developed, implemented, and facilitated a multimillion dollar marketing plan and budget
Coordinated analyst and press relations.
Analyst relations included Gartner, IDC, Tower, Delphi, and Doculabs
Launched go-to-market solution campaigns for AWD in the healthcare and mortgage banking verticals
Coordinated editorial coverage of the AWD product by securing executive interviews with leading trade publications
Initiated key technology partner relationships with the goal of building out vertical business solutions including IDS Sheer for process modeling and Fair Isaac for business rules management
Maintained thought leadership position by writing articles, white papers and speaking at industry conferences '
Worked closely with CSC who was our go to market partner in the insurance industry.
Managing Member January 1997 to January 2002Lighthouse Consulting Group － Kansas City, MO
Co-founded a Electronic Content Management (ECM) consulting and systems integration firm
Led numerous sales and marketing efforts that helped Lighthouse obtain the distinction of being recognized by Knowledge Management Magazine as one of the 15 most mentioned Knowledge Management (KM) consulting firms in the United States in 1999
Co-authored a process analysis methodology for analyzing and documenting human-centric, content driven business processes
Acted as a lead business consultant working with C-level executives helping them create a vision for their organizations by combining process re-engineering facilitation techniques with ECM technologies from companies such as Microsoft, Documentum, and Kofax
Sold and performed consulting services for both public and private firms including Merrill Lynch, Principal Financial, Sanwa Bank, Arvest Bank, Cendent Mortgage, Chase Bank, The State of Missouri
Worked alongside tier one consulting firms such as Capgemini and Accenture.
Practice Director January 1996 to January 1997Scheyer-Austin, Ltd － Lombard, IL
Directed the day-to-day sales and marketing operations for the Workflow and Enterprise Content Management practice of a leading regional system integrator
Achieved 20 percent increases in revenue growth for professional service and software revenue in each of the two years as practice director
Managed sales and marketing programs for an ECM practice with a multimillion dollar quota
Ran seminars and trade show events in conjunction with partners such as Microsoft and IBM
Managed and participated in speaking and publishing programs
Managed client accounts that were tied to ECM opportunities
Performed consulting duties as a billable resource in addition to leading the ECM practice.
Account Executive and Senior Research Analyst January 1994 to January 1996Doculabs － Chicago, IL
Participated in the initial stages of a start-up boutique content management research and consulting firm.
Actively contributed in the creation of methodologies for analyzing content management solutions that included hands-on benchmarking testing.
Marketed and sold research, benchmarking and consulting services to technology vendors and end users.
Lead research analyst on benchmark studies for Computer Output to Laser Disk, Enterprise Workflow, and Enterprise Document Imaging.
Account Executive January 1991 to January 1994Adtec Data Technologies － Madison, WI
Responsible for sales and client relations of Adtec's service offerings that included computer output to laser disk, workflow, content management, document imaging systems, and CD-ROM report distribution.
Launched and designed one of the first CD-ROM report distribution applications in the ECM industry.
Acted as lead consultant on multiple workflow and content management implementations for companies such as WPS Health Insurance which was one of the first FileNet implementations in Wisconsin.
Assistant to the President January 1989 to January 1991All-Vac Industries － Skokie, IL
Responsible for assisting the CEO of the company with all the day to day operations including sales, marketing, accounting, scheduling, production, shipping, vendor relations, and purchasing.
After the death of the CEO, I ran the business for a little over a year until the successful transaction of the company.
MBA : Management Information Systems, 1997DePaul University － Chicago, IllinoisManagement Information Systems
Bachelor of Arts : Economics and Business Administration, 1989Illinois State University － Normal, ILEconomics and Business Administration