Experience
My Experience in:
provide a unique set of strengths able to meet your top level questions and concerns.
- Management
- Systems Analysis
- Program Development
- Project Leadership
- Financial Analysis
- Research
- Training and Coaching
provide a unique set of strengths able to meet your top level questions and concerns.
Systems Manager | IT Project Manager | ERP Implementor | Corporate Trainer
ERP Project Installation
- Analysis of current processes
- Identified future processes and needs to make a more efficient flow for both the Machine Shop and Engineering Division
- Created the Project Management Action Plan on Monday .com
- Researched and presented to the team viable software choices
- Negotiated the transition with Jobscope
- Learned the legacy IBM system so the data could be extracted for the new system
- Adapted the data structures to match the new software for migration
- Learned the new Jobscope software for both customization and improving user interfaces
- Customized the input screens of the new system
- Customized the reports to meet the needs of the Machine Shop, Engineers, Accounting, Inventory and C Level Reports
- Created custom training manuals and coordinated training
As Managing Editor of Neriman Publishing and Media Inc. I assisted authors with their publishing and media needs, as well as businesses needing a customized media presence.
Management & Coaching
As the statewide Director for Kaplan Educational Centers in Indiana I met all management goals for sales, budgeting and growth. I also planned and executed the building of the Bloomington location. These accomplishments garnered a National Excellence Award and an additional bonus.
Management Advice for Difficult Projects or Situations
Having worked as a top level Director, Business Consultant,
Money Coach and Information Systems Designer, I fully understand change in a company can sometimes be difficult. It can be both easier and more cost effective to have someone come in and implement those changes, taking the cultural corporate heat while changes are occurring.
During times of merger and acquisition or a pending company sale, it can be helpful to have an additional member on the management team to assist in planning sensitive transitions confidentially.
Business Coaching
For top executives, having a seasoned consultant as a coach can assist in reaching quality decisions and possible alternatives during stressful situations. Poor or unresearched decisions can affect an already stressed budget.
Money Coaching
Creating a Money Plan and becoming Money Smart is essential in today's economy. Employees appreciate these classes. Money Coaching Classes help your employees make the most of their money. Classes are available for:
Financial Experience
Management Advice for Difficult Projects or Situations
Having worked as a top level Director, Business Consultant,
Money Coach and Information Systems Designer, I fully understand change in a company can sometimes be difficult. It can be both easier and more cost effective to have someone come in and implement those changes, taking the cultural corporate heat while changes are occurring.
During times of merger and acquisition or a pending company sale, it can be helpful to have an additional member on the management team to assist in planning sensitive transitions confidentially.
Business Coaching
For top executives, having a seasoned consultant as a coach can assist in reaching quality decisions and possible alternatives during stressful situations. Poor or unresearched decisions can affect an already stressed budget.
Money Coaching
Creating a Money Plan and becoming Money Smart is essential in today's economy. Employees appreciate these classes. Money Coaching Classes help your employees make the most of their money. Classes are available for:
- Understand Your Credit Scores
- Debt Reduction Strategies
- Quick and Easy Savings
- Budgeting for Your Life Situation
- Smart Mortgage Shopping
- Negotiate a Great Auto Loan
- Informed Insurance Shopping
- Create a Custom Life Plan
Financial Experience
- Budgeting for 3 locations statewide with Kaplan Educational Centers
- Met all financial goals set by the national office
- Investment Club
- Personal Stock Trading
- Fibonacci Stock Analysis
Education
Notre Dame Executive Management Program
This advanced training included Harvard Business School Case Studies taught by the top Notre Dame Business Professors.
This advanced training included Harvard Business School Case Studies taught by the top Notre Dame Business Professors.
MIT Sloan School of Management
I chose MIT because I believe it is the top international technical school. I found their professors to be on the cutting edge of Artificial Intelligence .
My final review from Nicholas Simigiannis, MIT AI Class Learning Facilitator, included these comments:
"Your roadmap and high-level project plan for your organization was exceptional and extremely well thought out and one of the best assignments in the class", "Thank you for being such an active participant in the class -- your forum posts, comments and links were a big value-add to me and your fellow classmates.", and "one of the best roadmap submissions that I reviewed -- very well done!"
I chose MIT because I believe it is the top international technical school. I found their professors to be on the cutting edge of Artificial Intelligence .
My final review from Nicholas Simigiannis, MIT AI Class Learning Facilitator, included these comments:
"Your roadmap and high-level project plan for your organization was exceptional and extremely well thought out and one of the best assignments in the class", "Thank you for being such an active participant in the class -- your forum posts, comments and links were a big value-add to me and your fellow classmates.", and "one of the best roadmap submissions that I reviewed -- very well done!"
Indiana University School of Business BS
My educational foundation includes a Business Degree from
Indiana University. The Kelley School of Business in Bloomington is nationally top rated. During my time there I was fortunate to be chosen as a student in the Living Learning Center. This small group of students receives instruction from top level visiting professors and are able to design and implement customized courses and study programs.
Every year since graduation, I have taken at least one course to further my education. The print above my desk reads, "Learning never ends". In a constantly changing environment it is important to remain up-to-date in both skills and knowledge.
My educational foundation includes a Business Degree from
Indiana University. The Kelley School of Business in Bloomington is nationally top rated. During my time there I was fortunate to be chosen as a student in the Living Learning Center. This small group of students receives instruction from top level visiting professors and are able to design and implement customized courses and study programs.
Every year since graduation, I have taken at least one course to further my education. The print above my desk reads, "Learning never ends". In a constantly changing environment it is important to remain up-to-date in both skills and knowledge.
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Projects
Partial Experience List
• Full ERP Implementation - Evaluation, Installation, Customization, Training (Steel Warehouse) -ERP
• Customized Money Coaching Classes for Employees (Indiana Electronics)
• Sales Call Tracking System for an Energy Management Company (EMS)- CRM
• Production Process and Inventory System for a Steel Roll Company (Edcoat)- ERP
• Critical Parts Inventory Alert System for a Major Auto Manufacturer (Chrysler Transmissions)- ERP
• Tool Crib Tracking Program for a Major Auto Manufacturer (Chrysler Transmissions)- ERP
• Warranty Service Tracking Program for a Window & Door Manufacturer (Philips)- ERP
• Warranty Parts Tracking Program for an RV Manufacturer (Jayco) - ERP
• Wholesale Ordering System for a Car Fleet Company (Jordan) - ERP
• Campaign Donor Contributions Tracking for a Mayoral Race (Beutter)- CRM
• Payroll Calculation Program for a Dry Cleaners, (Ziker) Apartment Management
• Catering & Banquet Estimating and Billing for a Restaurant (Matterhorn)
• Human Resources Data Mining for a Speaker Manufacturer (Crown) - SQL
• Donor Development and Tracking Program for a Non-Profit - CRM
• Camper Tracking and Invoicing System for a Full Service Summer Camp (Eberhart)
• Program and Client Tracking for a Spiritual Retreat (Lindenwood) - CRM
• Municipal Light Pole and Light Fixture Tracking for a City (Mishawaka) - ERP
• Stock Technical Tracking for a Stock Broker - (A.G. Edwards)
• Local Membership Tracking for National Non-Profit Organizations (Elks, Rotary) - CRM
• Legal Billing Systems for over twenty Attorneys and Law Offices (Virginia & North Carolina)
• Automated Interrogatory Systems for Attorneys and Law Offices (Virginia & North Carolina)
• Expert Witness for Proving Fraud in Voting Systems (Ward Election / Donnelly)
• Inventory and Special Ordering System for a Bridal Shop (Greta's Bridal) - ERP
• Data Compilation for an Import/Export Legal Dispute for a Manufacturer
• Inventory and Invoicing for a Filter Company (ACME Filter)- ERP
• Invoicing System for a Janitorial Service Company (ACME Service, now Performance Plus)
• Manufacturing Ticket, Process Router & Invoice System for a Box Manufacturer (Design Packaging) - ERP
• Museum Collection Tracking System for a President Lincoln Collection (Jack Smith)
• Finance and Leasing System for a Finance Company (Freeman Spicer)
• Bill of Materials Breakout System for a Cabinet Manufacturer, Customizer (Mobilcraft)- ERP
• Advanced Trainer for IKON – Microsoft Word, Excel and Access
• Advanced Trainer for Dictaphone – CP/M Operating System, 3 State Area
• Director for Indiana Kaplan Educational Centers – Management Contract
Note: Many clients require confidentiality agreements since these projects involve the way the company does business and how they handle their data. Some projects were subcontracted or involve law suits and therefore cannot be disclosed. To honor those, this list only describes the nature of the project and the type of company.
• Full ERP Implementation - Evaluation, Installation, Customization, Training (Steel Warehouse) -ERP
• Customized Money Coaching Classes for Employees (Indiana Electronics)
• Sales Call Tracking System for an Energy Management Company (EMS)- CRM
• Production Process and Inventory System for a Steel Roll Company (Edcoat)- ERP
• Critical Parts Inventory Alert System for a Major Auto Manufacturer (Chrysler Transmissions)- ERP
• Tool Crib Tracking Program for a Major Auto Manufacturer (Chrysler Transmissions)- ERP
• Warranty Service Tracking Program for a Window & Door Manufacturer (Philips)- ERP
• Warranty Parts Tracking Program for an RV Manufacturer (Jayco) - ERP
• Wholesale Ordering System for a Car Fleet Company (Jordan) - ERP
• Campaign Donor Contributions Tracking for a Mayoral Race (Beutter)- CRM
• Payroll Calculation Program for a Dry Cleaners, (Ziker) Apartment Management
• Catering & Banquet Estimating and Billing for a Restaurant (Matterhorn)
• Human Resources Data Mining for a Speaker Manufacturer (Crown) - SQL
• Donor Development and Tracking Program for a Non-Profit - CRM
• Camper Tracking and Invoicing System for a Full Service Summer Camp (Eberhart)
• Program and Client Tracking for a Spiritual Retreat (Lindenwood) - CRM
• Municipal Light Pole and Light Fixture Tracking for a City (Mishawaka) - ERP
• Stock Technical Tracking for a Stock Broker - (A.G. Edwards)
• Local Membership Tracking for National Non-Profit Organizations (Elks, Rotary) - CRM
• Legal Billing Systems for over twenty Attorneys and Law Offices (Virginia & North Carolina)
• Automated Interrogatory Systems for Attorneys and Law Offices (Virginia & North Carolina)
• Expert Witness for Proving Fraud in Voting Systems (Ward Election / Donnelly)
• Inventory and Special Ordering System for a Bridal Shop (Greta's Bridal) - ERP
• Data Compilation for an Import/Export Legal Dispute for a Manufacturer
• Inventory and Invoicing for a Filter Company (ACME Filter)- ERP
• Invoicing System for a Janitorial Service Company (ACME Service, now Performance Plus)
• Manufacturing Ticket, Process Router & Invoice System for a Box Manufacturer (Design Packaging) - ERP
• Museum Collection Tracking System for a President Lincoln Collection (Jack Smith)
• Finance and Leasing System for a Finance Company (Freeman Spicer)
• Bill of Materials Breakout System for a Cabinet Manufacturer, Customizer (Mobilcraft)- ERP
• Advanced Trainer for IKON – Microsoft Word, Excel and Access
• Advanced Trainer for Dictaphone – CP/M Operating System, 3 State Area
• Director for Indiana Kaplan Educational Centers – Management Contract
Note: Many clients require confidentiality agreements since these projects involve the way the company does business and how they handle their data. Some projects were subcontracted or involve law suits and therefore cannot be disclosed. To honor those, this list only describes the nature of the project and the type of company.
Training & Development
Each of my clients has a unique set of circumstances and needs.
You can be assured my services will be tailored to meet your special needs and concerns.
Read more...
You can be assured my services will be tailored to meet your special needs and concerns.
Read more...
