Casey Lindsay

Experience

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  Specialty Sports Venture - Vail Sports

  Sept 2000 - Jun 2001

  Ski Technician

  - Established rental inventory management system- Nominated Premier Employee of the Vail Valley 2001- Recognized as the #1 store in the Vail Valley by the Denver Post 2001.

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  RealWinWin

  Jun 2001 - Jun 2005

  RealWinWin is the nation’s leading Rebate Administration outsource service provider. RWW performs all the necessary steps required to research, file, and capture incentive dollars available for the energy components of new construction and renewal projects for the retail, industrial, and private sectors. As Strategic Account Manager, responsibilities included building and maintaining relationships with Fortune 50 companies such as Walgreens, JC Penney, and UPS with a determination to exceed client expectations.- Secured $2+ million incentive dollars, encompassing 200+ client projects- Met with clients quarterly to review achievements, set goals, and up-sell- Tracked account productivity and reported revenue expectations to COO Show less Established, organized, and coordinated Building Triage™ and Phase II Site Visits with leading national R.E.I.T.s such as Kennedy Associates, Trammell Crow, and ING Clarion Reality Partners. Directed the Financial Incentives National Database (F.I.N.D.™), the nation’s most up-to-date and comprehensive listing of utility rebates.- Developed and maintained project and invoice tracking system- Grew to manage team of 3 in researching utility incentive data for F.I.N.D.- Managed project flow through system to deliverable and sent deliverables with invoices to clients Show less

  • Strategic Account Manager

    May 2004 - Jun 2005

  • Energy Consulting Project Manager/Research Analyst

    Jun 2001 - May 2004
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  Softmart

  Jun 2005 - Jul 2012

  Software Asset Management (SAM) is a best practice of incorporating a set of proven processes and procedures for managing and optimizing an organization’s IT assets throughout all the stages of their lifecycle. The fundamental goals of a sound SAM practice are reducing IT costs, mitigating risks associated with license compliancy, and maximizing IT response time and end-user productivity. I helped to pioneer Softmart's SAM practice and as a Gold Certified SAM Partner of Microsoft, this practice has helped our clients achieve these goals and ensure compliance. We help bridge the gap between Procurement and IT to ensure existing investments are maximized and deployed technologies are compliant. In accordance with Microsoft’s SAM program, Softmart offers two engagement options for our clients:1. The SAM Assessment – a review of clients’ existing processes against the SAM Optimization Model framework, identifying improvement opportunities and associated ROI. 2. The SAM Baseline – inventory of deployed Microsoft assets, review of corresponding license entitlements, and a gap analysis to identify opportunities for improvement. We perform a gap analysis on their license position (license entitlement vs. deployment) to identify areas of under/over-licensing and provide options to get compliant and/or redeploy under-utilized assets. By developing and implementing a customized ITAM strategy for our clients, they will realize savings quickly; avoid making major investments in new hardware or software; and enhance efficiencies throughout the enterprise. Show less Responsibilities included supporting 75+ Sales Reps in their efforts to drive revenue and increase net-new business to Softmart. The position required multi-tasking between Marketing, Sales, and Account Management initiatives in a highly competitive, fast-paced work environment.- Selected “Employee of the Quarter” 2nd Quarter 2006- Provided sales support to Sales Reps in outbound calling campaigns- Qualified, tracked, and reported leads generated from Software Publishers- 333% revenue increase and 549% margin increase from 2005 to 2006 Show less

  • Software Asset Management Analyst

    Dec 2006 - Jul 2012

  • Software Licensing Specialist - WebTrends and Yosemite Technologies

    Jun 2005 - Dec 2006
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  Connection

  Aug 2012 - now

  As Principal Consultant, I take on a dynamic role that includes managing strategic client relationships, tackling and executing critical projects, and developing new services business for Connection. It’s my responsibility to ensure client awareness of our Microsoft services capabilities and I must stay in front of our Connection sellers in much the same way. I am highly customer-facing and help provide expert guidance and support to clients in the evaluation, implementation, and management of complex technology solutions. I work closely with clients to identify their business needs, assess their existing technology solutions, and then develop and implement strategies to improve their overall technology posture.Additional core responsibilities of this role include:• Leading and managing client engagements, including scoping, planning, delivery, and post-implementation support• Collaborating with clients to understand their business objectives and developing technology solutions to meet their needs• Conducting assessments of client technology environments and identifying areas for improvement• Creating and delivering presentations, reports, and other communication materials that effectively convey complex technical concepts to key stakeholders• Providing guidance and mentorship to my teammates • Staying up-to-date on emerging technologies and industry trends to advise clients on best practices and opportunities for innovation Show less Microsoft licensing can be extremely complex and challenging – on prem vs. cloud, perpetual licensing vs. subscription, these options are the landscape that is Microsoft’s vast, interconnected ecosystem. Decisions are complex, the sense of urgency is intense, but the opportunity to achieve lasting success has never been greater. As Strategic Software Consultant, I tackle the critical, the complex, and the costly, to support our clients in these strategic decisions for their Microsoft investment. I leverage our own proprietary Microsoft Landscape Optimization (MLO) process, a process 15-years in the making, to ensure these strategic decisions are helping our clients realize the full potential of their Microsoft investment. We start with MLO Standard which is a complementary analysis to establish the current Microsoft estate including a historical view, run rate analysis, and “as is” budgetary scenario. It is a highly analytical data reconciliation that is designed to tell the story of our customer’s Microsoft journey. We then typically move to the next phase, MLO Premium, which is a billable engagement delivered under an executed SOW. Premium includes highly tactical workshops, including technology persona mapping and Cloudstack. The Cloudstack workshop is a Connection differentiator that analyzes and documents our clients’ current and desired Microsoft estate. We document their technology roadmap, opportunity for vendor displacement, cost-takeout, and build a consumption strategy to ensure measurable time-to-value of their investment. Lastly, we formalize all of this into viable investment scenarios that are primed and ready to present to the C-Suite. We even guide and support our clients as they engage with Microsoft in these high-stake conversations. Show less With the evolution of the IT technology landscape, including migration to Cloud computing, ever-changing and complex licensing terms, and robust security requirements, software compliance has become a vital business function for all organizations. The C-level suite has more stake in software compliance than ever before. As a Software BDM, my core responsibility is to create long-term value for our existing and prospective customers, as well as strategic partners. I work to improve my organization’s market position and achieve financial growth. I define long-term organizational strategic goals, build and maintain key customer relationships, identify new business opportunities, build trust, and maintain extensive knowledge of current market conditions. I represent our Microsoft Practice with a core focus in achieving ongoing software compliance for our customers. In this customer-facing role, the primary objectives include helping our customers to navigate the complexities of software Product Use Rights and licensing terms; establish purchase history by product family, edition, and version; assist in the deployment of software inventory tools and the processing of this data into a final output; and the final validation of all datasets to formalize a baseline report that showcases an organization’s compliance position for Microsoft. Essentially, I am an auditor but an auditor that becomes an extension of my customers’ IT team. I am well-versed in software lifecycle management from initial planning and proof of concept phases through to decommissioning and retirement. My goal is to ensure that our customers are getting the most out of their technology investments. Show less

  • Principal Consultant, Licensing Optimization Services

    Jul 2024 - now

  • Senior Strategic Software Consultant

    Jul 2018 - Jul 2024

  • Software Business Development Manager

    Aug 2012 - Jun 2018