
Timeline
About me
Principal at Business Technology Consulting
Education

Centro de idiomas sagasta (madrid, spain)
1995 - 1995Certificate spanish language and literature
Lebanon high school
1976 - 1981DiplomaActivities and Societies: Letter Winner: Football and Swimming. Science Testing Team. National Honor Society & Honor Roll Lebanon Community School Corporation (LCSC), Lebanon, Indiana

Harvard business school
1991 - 1993Mba technology & operations management, marketing & business strategyActivities and Societies: VP Management Consulting Club (Organized Mock Interviews for 1st Year MBAs), Graduate School Christian Fellowship 1993 Section C

Purdue university
1981 - 1987Ms&bs engineering (aae, ee & me)Activities and Societies: Tau Beta Pi, Student Senate, Faculty Senate Educational Policy and Financial Aid committees, Hughes Graduate Fellowship

University of california, santa cruz
2007 - 2007Certificate with honors in project and program & management
Experience

Purdue university
Jan 1985 - Jan 1987Student trusteeAppointed by Indiana Governor, Robert D. Orr, to serve two-year term on the Purdue University Board of Trustees

Hughes space and communications
Jan 1986 - Jan 1989Systems analyst/masters fellowSpace & Communications Group, Systems Engineering and Operations Division, Dynamics and Control Department

The aerospace corporation
Jan 1989 - Jan 1991Team lead/systems engineerEngineering Division, Systems Evaluation Department

Price waterhouse management consultants
Jan 1993 - Jan 1994Senior consultantStrategic Consulting GroupStrategic management, organizational effectiveness and operational improvementconsulting. Responsibilities included planning project tasks, supervising consultants and client staff, managing customer relations, tracking budgets, and conducting recruiting functions/interviews.* Led strategy study for Price Waterhouse Products Group: Analyzed markets to identify revenue potential and driving technology/business trends. The resulting Business Plan recommended founding a Supply Chain Management consulting practice as a unifying discipline for the Products Group* Managed four summer interns at PW Training Center in Tampa while leading the development of a self-study Supply Chain Management training program for new consultants under the guidance of the Products Group partners and Prof. Bernard LaLonde, Ohio State University* Coordinated development of an Activity Based Cost Model of production, distribution & retail operations for an international food and beverage manufacturer, as part of a reengineering effort* Compiled survey of Petroleum Industry Retail Information Systems for an international oil company* Completed the Price Waterhouse Reengineering Project Training course for Consultants Show less

Fedex express
Aug 1995 - Apr 2001Project engineer/it project managerLogistics & Electronic Commerce/Global Logistics Applications, MemphisBusiness Applications Advisor: FedEx LEC provided clients with warehousing, transportation, customs clearance and rapid replenishment. Responsibilities included formulating client requirements, developing EDI/API mappings, coordinating systems development, performing end-to-end integration testing with client and project management.* Conducted four successful implementations of operating divisions on two continents while serving as the global systems lead and project manager for an international medical devices manufacturer* Global systems lead and project manager for international consumer products retailer* Assisted European Operations with problem mitigation of their foreign trade & customs system* Department liaison for FedEx/SAP Joint Collaboration project which provided logistic scenarios to benchmark functionality of SAP Warehouse Management Module and produced R/3 shipment tracking capabilities* Assisted sales teams with business proposals and marketing with product development initiativesDomestic Ground Operations (DGO)/Service Engineering, IndianapolisProject Engineer: Provided FedEx DGO stations in Indiana and Kentucky with industrial engineering planning, project management, analysis and support. Responsible for monitoring/improving station productivity, developing operational budgets, assisting with aircraft/truck schedules, and supporting the capital planning & approval process.* Improved productivity while maintaining service levels with a redesign of on-road operations at DGO stations in Louisville and Evansville* Worked with cross-functional team of properties, finance and operations to plan and implement relocation of three DGO (Station) facilities and the Louisville Airport (Ramp) operations* Led project that eliminated 75% of excess man-hours at a DGO station in Indianapolis* Lead Engineer, Market Redesign Project to optimize CTV Schedules and station operations Show less

Sap labs
Apr 2001 - Nov 2003Product managerSRM & CRM Global Business Units and SAP MarketsSuccessfully managed the entire product lifecycle from requirements “roll-in” to marketing “roll-out”, including: defining & designing the product, determining strategic priorities, documenting functionality/business processes, validating software (QA), creating user documentation & marketing materials, and demonstrating product to field organization and key customers.* Provided Global Product Management for all of SAP's hosted (Web-based) supplier enablement applications, unifying requirements across regions and functionality across applications* Led 3rd party services solution management for public/private exchanges, oversaw development of XML-based foreign trade and transportation services, managing relations with service partners* Served as the functional expert for supply chain management and foreign trade processes* Directed development of CRM Internet Sales Personalization Engine to complement the sales, marketing and service functionality of the E-Commerce web store purchasing applications* Established first ever rigorous estimate of B2B/B2C CRM E-Commerce market size via converging top-down/bottom-up methodologies* Collaborated with CRM competition research group in Germany to compile competitor information database and utilized web-server to make it available to sales teams 24/7* Conducted application demonstrations and discussed E-Commerce strategy with internet sales early adopters, including: Sony, HP, Samsung and Kodak* Completed 32 days formal SAP training in SD, CRM, MM, EBP, APO and exchange infrastructure Show less

Business technology consulting
Nov 2003 - nowPrincipalNCSBDC & CARATSee separate listings for Northern California SBDC Network and California Resources & Training.BUSINESS ANALYTICS SOFTWARE FIRMBusiness analytics software firm had grown through acquisition, leaving them with five separate, unconnected systems for managing their product development and quality assurance processes. Worked with team of QA directors to: * Provide project management and process design of Siebel Quality/Service implementation that replaced legacy quality systems and was fully integrated with customer service* Start data migration project and on-board newly hired systems integrator* Coordinate development of the user training materials and conduct train-the-trainer sessions* Assist with user testing and post-implementation supportCOMPUTER HARDWARE MANUFACTURERAssisted newly hired SCM Director with initiation of internal projects:* Defined project charter, roles and membership for Supply Chain Executive Council; presented concept to key stakeholders* Created supplier questionnaire to evaluate manufacturing and logistics providers in AsiaASTRONOMICAL EQUIPMENT & SERVICES START-UPServed as Interim Product Marketing Director for a high-tech startup created to provide professional astronomy equipment to amateur astronomers.* Compiled an extensive customer demographics profile and created a private observatory business model (CAPM financial model) for marketing the product line* Collaborated with engineers & astronomers to translate complicated technical product information into product marketing and sales materials; made business development presentations to customers* Created prototype website, then worked with web developer to finalize Website design and contentOTHER* Transportation Benchmarking study at Fortune 500 supplier of consumer software identified $1.4M per year in cost savings* Process design; Siebel Help Desk implementation at major internet service provider* Source selection of Retail POS System for a startup Show less

Promatch
Jan 2006 - Jan 2007MemberExperience Unlimited, Silicon Valley Chapter: job search, networking and service organization.* Developed/delivered professional networking seminars: LinkedIn, focused and basic networking

Northern california sbdc network
May 2008 - Dec 2022Business advisorHeld Business Advisor Contracts with Alameda County SBDC, Contra Costa SBDC and San Joaquin SBDC since May 2008. Provide counseling to small businesses in E-Commerce, information technology, software product management / marketing, Supply Chain Management, project management, business development, investor pitch preparation, Website design & development, internet marketing and Search Engine Optimization (SEO).* Helped clients achieve $11.1 Million Economic Impact, obtaining $120 return for every counseling dollar, including: $1.5M Investments, $6.6M New Sales, $3.6M Loans & 197 Jobs* Curriculum delivery of Purchasing & Inventory Management, Website Development, E-Commerce, Web 2.0 and Website Optimization seminars/webinars. Delivered 13 seminars and eight webinars, training 705 Small Business Owners and aspiring Entrepreneurs, received 120 student reviews* Served as the de facto ACSBDC Webmaster in 2010, leading effort to redesign/upgrade ACSBDC Website utilizing Search Engine Optimization (SEO) & Web Design Best Practices, and developed majority of Business License, Technology & Business Topics Online Help and Resources Content Show less

North central indiana score
Nov 2010 - Dec 2011CounselorThe North Central Indiana SCORE chapter is an integral part of the national SCORE organization. SCORE is a non-profit association dedicated to entrepreneurial education and the formation, growth, and success of the nation's small business sector. SCORE volunteers serve as "Counselors to America's Small Business.* Led local chapter's transition to a Drupal Website and a Salesforce.com client tracking system: migrated content/data and assisted with user training.

California resources and training
Mar 2011 - Aug 2015Curriculum developer and trainer* AWARDED: CARAT Outstanding Trainer in Community Development, October 2012One of four CARAT Trainers to receive this award during the two-year Technology Training Program in 2011 and 2012 (NOTE: There were about 25 Trainers accepted into the program out of the more than 100 applicants that were interviewed.)* Created Purchasing & Inventory Management curriculum which covers SCM software, theory, practical applications, enabling technology and performance metrics for small/mid-sized businesses (2011).* Assumed Curriculum Development responsibilities for the Website Development/Optimization and E-Commerce webinars (2015)* Delivered 20 webinars and trained 500 Small Business Owners and aspiring Entrepreneurs via WebEx platform, received 196 instructor and 63 curriculum reviews* Certified CARAT Trainer for Purchasing & Inventory Management (SCM), E-Commerce, Project Management, Website Development and Customer Relationship Management (CRM). Show less
Licenses & Certifications

Program & project management, u.c. santa cruz
U.c. santa cruzNov 2007
Volunteer Experience
Master Gardner
Issued by Purdue Master Gardner Program on Oct 2012
Associated with David Bokash
Languages
- spSpanish
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