Ronald DuKatz

Experience

• 

  Northwestern Mutual

  Jan 1992 - Jan 1995

  Systems Analyst
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  Case Corporation

  Jan 1995 - Jan 1996

  Consultant - Case Corporation
• 

  GE Healthcare

  Jan 1996 - May 2001

  Consultant - Project Team Lead

  Six Sigma

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  Sears

  Jan 1998 - Mar 1998

  Consultant
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  Case Corporation

  Nov 1998 - Jan 1999

  Consultant
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  Wisconsin Electric Power Company

  Mar 1999 - Jun 1999

  Consultant
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  Compuware Corporation

  Jan 2001 - Jan 2005

  Project Manager
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  Waukesha County Technical College

  Aug 2002 - Dec 2002

  Adjunct Instructor

  VB.NET Programming

• 

  Lakeland College

  Aug 2002 - May 2004

  Adjunct Instructor

  VB 6 / VB.NET / ASP.NET and Advanced Programming & Enterprise Application Development

• 

  Infosoft Group

  Apr 2005 - Oct 2013

  Contributed to sales growth through improved efficiencies in the sales process, enhancing in-house Customer Relationship Management (CRM) and Sales tools, and automating manual back office processes• Enhanced leading edge, revenue generating online recruiting software products that increased monthly sales by 688% (almost 7 times) from 2005 to 2013 leading to double digit profitability growth each year over same time period • Appointed lead technology role overseeing products and services, expanding the features and services provided to our customers • Managed products including: automated job distribution to community partners, job cross-posting to state job banks for federal government contractor compliance, social media recruiting with Facebook and Twitter, resume upload and document conversion to PDF • Skype for Business telephony integration with CRM for caller ID recognition in Microsoft Lync VOIP environment• Integrated Microsoft Link and Verba call recording with in-house developed Customer Relationship Management (CRM) System• Designed and programmed major revision to ASP website into hybrid VB/ASP.NET and MVC web application• Developed migration strategy from legacy ASP web application to MVC/VB/ASP.NET technology • Created pattern for producing MVC reports using a multi-layered approach and introduced an object-oriented Business Layer with entities to centralize both business logic as well as database accessQualifications: • Operations Expert • Problem Solver • Hands-On Player-Coach • Mentor • Teacher • Team Builder • Leader • Strategic Planner • Project Manager • Systems Integrator • Business Analyst • Software Architect Programmer Show less Performed entrepreneurial duties and responsibilities across the entire Information Technology Department for a startup internet recruiting (job board) in a SaaS environment known as LocalJobNetwork, MilwaukeeJobs, JobsInMadison, DCJobs, JobsInMinneapolis and 600 other local employment websites across the country which grew into a mid-size organization.• Chase Bank Lockbox, ACH and Paymentech Orbital Gateway Credit Card integration with online proprietary ecommerce shopping cart, order, sales commission, invoice, billing and third-party Sage accounting software• Responsible for establishing new offsite data center, virtual private network connectivity, Web Farm and Server Setup, SQL Server Upgrades from 2000 to 2005 and most recently to 2014, homeoffice desktop computing and remote office setup The Local JobNetwork™ is comprised of more than 600 local employment and diversity websites throughout the country that allow employers to be both locally focused and nationally connected. Considered an industry leader, the Local JobNetwork™ offers a premier online network of jobs and careers nationwide – connecting the most progressive companies with the most qualified individuals. In addition, the Local JobNetwork™ has partnerships with more than 10,000 community-based organizations that serve a diverse population. By offering innovative technology and superior services, the Local JobNetwork™ is committed to transcending the market by offering comprehensive solutions in the area of local hiring, government compliance, talent management, and social media. Show less

  • Vice President

    Jul 2011 - Oct 2013

  • Director of Marketing

    Nov 2009 - Jul 2011

  • Systems Analyst II

    Oct 2008 - Nov 2009

  • Director of Information Technology

    Apr 2005 - Oct 2008
• 

  LocalJobNetwork.com

  Oct 2013 - Dec 2016

  Director

  Known as MilwaukeeJobs.com owned by a sole proprietor, Infosoft Group, Inc.• Participated on leadership team in preparation and presentation of company to potential buyers through its saleDesigned, developed, implemented and supported automated:∙ Deferred and Realized Revenue system integrated with Sage• A sophisticated yet simple to use ad-hoc Reporting and Monitoring SystemTechnical Skills: • SQL Server • SQL Development • ASP.NET • VB.NET • Visual Studio • Team Foundation Server (TFS) • MVC • HTML • XML • Javascript (JQuery/Ajax/JSON) • Visual Basic/VB6/VBA • Microsoft Stack • Active Directory • DNS • MS Office (Word/Excel/OneNote/Teams) • Excel Development • Google Apps (Docs/Sheets) • MS Hyper-V and Azure Show less

• 

  The Infosoft Group LLC (LocalJobNetwork.com)

  Dec 2016 - Apr 2020

  Director

  Known as LocalJobNetwork.com (MilwaukeeJobs.com) owned by Gauge Capital.Fully supported all Operations and Back Office Business systems. These included proprietary Customer Relationship Management (CRM) and company-wide reporting system. Financial Accounting systems including Shopping Cart, Order, Invoice, Billing, Sales Commission processing, Lockbox, ACH and Credit Card processing integrated with Sage accounting software.• Led as key member of transition team from sole proprietor to private equity owner. Responsible for operations leadership and support of Executive team, Accounting, Account Management, Customer Service and Sales • Designed, developed, implemented and supported automation: ∙ Auto-Renewal system for recurring 3, 6 and 12-month SaaS subscriptions, accounting for over 1/3 of sales order dollars in 2019 and projected to account for nearly 1/2 sales order dollars in 2020 ∙ Renewal Proposal Generator contributing to over 95% of Renewal Contract wins ∙ Migrated Excel based sales commission processing to VB.NET/MVC interface allowing HR/Accounting autonomy∙ Responsible for Pre-paid Commission and Expense system and prepared for third party replacement• Transitioned operational duties and responsibilities to future operations team Show less

• 

  Gener8tor

  Jul 2020 - Nov 2020

  GAlpha Entrepreneur

  Accelerating MVP for LEAN Startup, StreetWise360 Virtual Tours.The world has changed and location based businesses must reestablish themselves as safe places for consumers. Just like Street View enhanced Google Maps, our StreetWise 360 Virtual Tours bring local businesses’ outdoor spaces and inside seating areas to life.We partner with businesses to create and link their 360 Virtual Tours to their Google My Business account, Google Maps and Street View. This gives these businesses better online visibility toprovide consumers with a virtual experience to make informed decisions which will ultimately increase the likelihood they will choose to visit these businesses in person. Show less

• 

  StreetWise 360 Tours

  Aug 2020 - Nov 2020

  Co-Founder

  The world has changed and location based businesses must reestablish themselves as safe places for consumers. Just like Street View enhanced Google Maps, our StreetWise 360 Virtual Tours bring local businesses’ outdoor spaces and inside seating areas to life.We partner with businesses to create and link their 360 Virtual Tours to their Google My Business account, Google Maps and Street View. This gives these businesses better online visibility toprovide consumers with a virtual experience to make informed decisions which will ultimately increase the likelihood they will choose to visit these businesses in person. Show less

• 

  Virtual Solution Company, LLC

  Oct 2020 - now

  Strategic Advisor

  Open to work in the areas of back office automation continuous improvement consulting including CRM (Customer / Client Relationship Management), SaaS (Software as a Service), Sales, Marketing, Finance (Accounting, Commission, Expense and Revenue Amortization Systems) and Business Leadership.OFCCP - HR Diversity, Equity & Inclusion strategic consulting. Consulting in a Redtail Financial Services CRM environment implementing workflow and automations from process analysis to implementation and support. Show less

• 

  Savaglia Financial Advisors - D&K Investments & Planning Inc.

  Mar 2021 - Jan 2023

  Chief Operations Officer

  Member of Executive Team who planned and executed acquisition and transition from founder to successor.Transformed back office technology infrastructure, systems, processes and procedures along with executed financial services firm's day to day operations for three (3) advisors, one (1) licensed admin, five (5) non-registered admins and one (1) college intern.Developed technology evaluation with upgrade plan along with operational workflows, automations, processes and procedures for Redtail CRM (Client Relationship Management). Show less

• 

  Savaglia Financial Advisors - Dream Plan Enjoy LLC

  Jan 2023 - now

  Chief Operations Officer

  Woodbury Financial Services, Inc. (Advisor Group) to Osaic Wealth, Inc. brokerage transition. June, 2023 - Present.Facilitated and participated in efforts to transition ownership of book of business from founder to successor. January 2023 - PresentResponsible for managing back office technology, systems, processes and procedures as well as executing day to day operations for financial services firm of four (4) advisors, two (2) licensed admins and three (3) non-registered admins.Managed onboarding of two (2) new employees.Contributed to 40% AUM growth since joining the firm.Technology Stack includes Microsoft Stack with Office (Word, PowerPoint, Excel with Excel Programming, Outlook), SharePoint, Teams, Redtail CRM, Redtail Zimbra eMail, MoneyGuide Pro, Riskalyze (Nitrogen), Cytracom VOIP phones, MyRepChat, Calendly calendar and scheduling, FMG Suite website marketing email campaign management, Box.com secure file sharing. Pershing brokerage custodian through TAG (Tenacity Advisory Group) partnership under Woodbury Financial Services and Advisor Group now Osaic Wealth. Systems including Vision2020, NetX360, eQuipt, eForms Quik!, Wealth Management Platform, Salesforce CRM, OneView, Albridge, DST Vision, AssetMark's eWealthbuilder, Allianz Variable Annuities and many more financial supplier platforms. Show less