Experience

Betarock

Betarock invests in growing businesses by providing the resources, locations, and technology to help brands and services succeed. We seek businesses that promote enhanced lifestyles through a balance of health, wealth, and wellness.

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As a fractional Managing Partner for Betarock, I oversee operations and strategy, helping to scale the Business Incubator for early-stage companies. This includes promoting the “Betarock Way”, a success formula for start-ups combining Mentoring, Funding, Infrastructure, and Networking support.

Additionally, I provide Fractional Executive and Consulting services for Betarock clients and ventures, helping their brands and services succeed.

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See Current Projects >>

Solutran

Solutran is a leading FinTech software company serving health-seeking populations by partnering with the health plans, employers, retailers, and government programs.

• I managed projects that implemented Solutran card services for Healthy Savings, Healthy Savings Plus, Visa Rewards, Healthy Foods, Over the Counter benefits.

• I worked on all phases of a software projects: From project initiation, understanding scope and developing requirements, working through the product build and testing phases, into implementation and post implementation.

• I used a collaborative style to engage stakeholders to manage conflict, negotiate, and build relationships both within and outside the organization.

• I operated in a fast paced environment to tailor projects, apply project process and methodology, and identify the appropriate tools and techniques to efficiently and effectively deliver projects on time, in scope, and within the cost constraints.

• I led and managed through ambiguity, being flexible and able to adapt plans as new information becomes available.

• I built and Lead project teams consisting of: Project Coordinators, Sales Representative, Customer Service Engineers, Operations, Product Development, Account Managers, Marketing Leads, and Marketing Designers.

Vedabi

Vedabi is a global leader in software development and digital transformation services, helping businesses leverage their data for informed decision-making. We offer tailored solutions to enhance business performance and provide consulting, staffing, and training services. Our commitment to data quality and skilled analysts sets us apart in the industry.

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As a Senior Business Consultant, I lead teams through full project life-cycles to revamp planning and forecasting systems using Oracle EPM on-premise solutions. The project stages included gathering and analyzing requirements, designing the system architecture, developing the solution, implementing the system, and providing end-user training and support. These solutions not only streamlined financial planning processes and significantly improved data accuracy, but also fostered data-driven decision-making cultures within the organizations.

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I also led Oracle software upgrades projects. The projects encompassed a comprehensive data migration to a new platform. My team handled all stages of the project, from initial planning and system design to the successful execution and post-implementation support. The upgrades significantly enhanced system performance and data management capabilities.

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As Managing Director and operational head of a tech consulting firm, I was responsible for overseeing all aspects of the business. This included building infrastructure and teams, designing future products and services, managing client-facing projects, and crafting strategic plans for growth using forward-looking thought leadership. My role streamlined processes, fostered a culture of innovation, and drove the company towards its strategic objectives. I leveraged my leadership skills and industry knowledge to ensure the smooth running of operations, the successful delivery of projects, and the continuous growth and evolution of the firm.

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Additionally:

• I crafted storylines that clearly articulated insights and recommendations communicating with senior leadership to move the organization to action.

• I oversaw the development of project proposals, work plans, primary and secondary research and qualitative and quantitative analysis, also product coding, scripting, and macro development.

• I provided customer support and responded to customer inquiries on products and services.

• I controlled all aspects of business operations including strategic direction, business assessment, vision, business development, and customer relations with the aim of creating value and maximizing growth.

Paul Davis

I provided residential and commercial project management for restoration and reconstruction project work. I had full client service accountability for an average project portfolio of 20-30 projects and an average rolling project pipeline of $700K+.

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I managed the entire project lifecycle from definition/scope through implementation including project planning, identifying key resources and stakeholders, driving project milestones, and providing updates to internal and external stakeholders.

• I presided over budget, status of projects, identified potential issues, and recommended corrective action.

• I had an average 98% customer satisfaction rating.

• I managed expectations of both internal and external stakeholders by aligning communications and improving awareness on progress, issues, and risks.

• I consistently exceeded profitability averaging 140% of goal.

Harbinger

Harbinger Consulting Group (HCG) is a premier provider of BI and EPM solutions, recognized for its world-class Oracle consulting, integration services, application development, project management, and education services. As industry thought leaders, HCG offers strategic business intelligence solutions and performance management to help businesses operate more effectively. I built the company from it’s original concept, to maturity, and through acquisition.

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I steered the organization’s strategic direction, oversaw financial and operational aspects, nurtured staff development, and set organizational goals. My leadership ensured fiscal sustainability, operational efficiency, continuous learning, and alignment with the companies future vision.

• I assessed, designed, developed and implemented high quality business strategies and plans ensuring their alignment with short-term and long-term objectives.

• I oversaw business and client relationships while conducting all business with the highest ethical and professional standards.

• I managed project portfolio across all services and implemented a Project Management Office (PMO)

• I lead and managed project implementations, product coding, scripting, and macro development. support, and custom application development projects to more than 100 Fortune 1000 clients.

• I managed several flagship software development projects from concept, design and user interface (UI), development, and production, including: VizXL and SpreadsheetObjects.

• I built and managed online and Amazon Web Services (AWS), Oracle Cloud, and other cloud applications and solutions for reporting and analysis, dashboards, education and collaboration portals, helpdesk/ticketing, and web services for hosting data.

• I led corporate education programs and developed a Training Department to deliver classroom and virtual education services to a world-wide client base.