Bio
Experience
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Operating Partner | Co Founder
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Apr 2023 - Present
We are Operating Partners and fractional resources, helping companies scale, drive immediate revenue, maximize operations, and train/obtain top talent. We know what to do, how to do it, and make an immediate impact!
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VP Customer Success
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Jul 2022 - Present
Driving Customer Success and Onboarding for REVvy Technologies. Which is a once-in-a-century opportunity for PropTech title and settlement industry professionals to become the digital hub of a real estate transaction. Leveraging blockchain and other Web 3.0 technologies, REVvy provides access to real estate data and information in real-time and enables closings in hours or days instead of weeks or months.
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Founder/President
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Mar 2003 - Present
Partnering with diverse clients to lead initiatives in operational excellence and scalable growth, offering strategic oversight to ensure sustainable business success.• Operations Optimization: I've conducted comprehensive assessments across multiple industries, identifying inefficiencies and bottlenecks. My strategic interventions have streamlined operations, enhanced workflows, and significantly boosted productivity and cost efficiency.• Systems Integration: I've successfully integrated advanced technological solutions, enhancing clients' workflow automation, data management, and reporting capabilities, leading to improved decision-making and operational efficiency.• Product Management: I've led cross-functional teams through the strategy, development, and launch phases of innovative products, aligning with market demands and business goals. This has facilitated smooth market entries, driving revenue growth and market penetration.• Turnaround Expertise: I specialize in revitalizing underperforming businesses by diagnosing issues and implementing robust turnaround strategies, restoring profitability and operational stability.• Scaling Initiatives: I provide expert guidance on scaling strategies, helping businesses manage resource allocation and organizational development, supporting scalable growth and navigating operational complexities.• Foundation Building: I assist both startups and established companies in building strong operational foundations necessary for growth. This includes developing standard operating procedures (SOPs), establishing organizational structures, and setting performance metrics.• Data Analysis: My approach to data-driven decision-making involves defining key performance indicators (KPIs) and establishing robust reporting mechanisms to enhance business performance monitoring and management.In each role, my focus is on delivering substantial value by guiding clients through transformational changes and strategic growth initiatives.
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Rectify Partners
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Idaho
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Principal
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Jan 2018 - Aug 2022
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Idaho
As a strategic consultant, I closely collaborated with clients to refine business strategies and operational goals, ensuring alignment with their visions for growth and efficiency. My role was hands-on, working directly within client organizations to identify and tackle key challenges.• Strategy Development and Goal Setting: I partnered with executive teams to create actionable business strategies and set achievable goals that foster competitive advantage and revenue enhancement.• Process Optimization: I spearheaded the redesign of processes to enhance productivity by analyzing current practices and implementing streamlined procedures. This included the integration of lean methodologies to reduce waste and boost output.• Talent Development and Leadership: I focused on elevating talent through training programs and leadership workshops, empowering team members with the skills necessary for driving and sustaining organizational change.• System Automation: I guided the adoption of technological solutions to automate essential business operations, such as CRM and ERP systems, ensuring seamless integration and alignment with business objectives. This facilitated improved data management and decision-making.• Business Turnaround and Growth Initiatives: As a turnaround specialist for clients facing downturns, I diagnosed issues and executed recovery strategies. This often involved repositioning business models, revitalizing product lines, and exploring new market opportunities.Throughout my consultancy, I embedded myself within organizations, working directly with teams to implement changes and overcome challenges, leading to substantial business improvements and turning potential into profitability. My comprehensive support and strategic insight consistently enhanced business performance.
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PMX Agency
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Boise, Idaho
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Sr. Director Project Management
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Jul 2012 - Sep 2017
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Boise, Idaho
As a senior leader, I spearheaded critical initiatives across the agency to drive growth, customer success, and operational efficiency.• Strategic Leadership and Coordination: I organized a conversion optimization program aligning analytics and creative teams, implementing robust test strategies, and ensuring continuous improvement through iterative testing.• Process Management: I tackled challenges in struggling accounts by instituting structured processes and communications, significantly enhancing service delivery. Additionally, I led extensive process improvements across the Creative Web Development Department, boosting efficiency across multiple disciplines.• Project Management and Financial Oversight: I implemented a new project management tool to optimize workflows and managed financial analysis, taking charge of revenue recognition which revealed substantial unrecorded revenue, enhancing the financial health of the department.• Data Management and Reporting: I established processes for data collection and cleansing, providing executives with precise and timely reports for informed decision-making.• Profit and Loss Management: I managed the P&L for the Project Management team and assisted other departments with their financial management, ensuring overall financial integrity.• Operational Management: As Operations Manager for the Boise office, I maintained high operational standards and efficient daily functions.• Client Relationship and Account Management: I managed key accounts, fostering strong relationships and ensuring client satisfaction through strategic support and attentive service.• Business Development: I led business development efforts, including discovery, scoping, sales, and pitching, which drove new client engagements and departmental growth.Through these diverse roles, I not only propelled client success but also significantly enhanced our agency's internal operations and financial performance.
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Zeta Interactive
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Boise, Idaho
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Technical Project Director
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Jun 2009 - Jul 2012
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Boise, Idaho
As a leader at an Interactive Agency, I spearheaded a variety of initiatives that advanced client success and optimized agency operations:• Team and Strategy Management: I led the development team, overseeing resource allocation, prioritizing tasks, and strategizing to align with business objectives, ensuring efficient project execution.• Project Planning and Execution: I managed the full project lifecycle, from gathering requirements and documenting processes to defining project scopes and preparing detailed work statements. I crafted and managed project schedules and budgets, maintaining adherence to timelines and financial targets.• Vendor and Expense Management: I supervised vendors, managed negotiations, and closely monitored expenses to ensure cost-efficiency.• Strategic Collaboration: I worked with multiple teams to develop strategies that improved client services and agency deliverables.• Data Analysis and Optimization: I analyzed performance metrics, identified areas for improvement, and implemented strategic enhancements, tracking their effectiveness and providing clients with actionable insights.• Financial Oversight: I performed detailed financial analysis of billings, identifying and correcting errors to ensure accurate invoicing and strengthen client trust.• Leadership in Client Retention and Training: In response to a critical client situation, I took on a leadership role, stabilizing the account and training a team on specific processes before moving to a Program Management role for strategic oversight.• Operational Leadership: I assumed operational management responsibilities for our office, enhancing productivity and streamlining service delivery.• Account Management and Mentorship: I managed a major client relationship, fostering partnership continuity to ensure seamless service continuation.My leadership significantly improved project outcomes and contributed to the strategic growth and operational enhancement of the agency.
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Business Process Analyst/IT Project Manager
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Mar 2007 - Jun 2009
At Micron, I excelled in enhancing IT operations and strengthening customer relations by cultivating deep business understanding, which facilitated effective process improvements.• Strategic Project Leadership: o Collaborated closely with business customers to identify requirements, scope out projects, and prioritize tasks, ensuring IT initiatives aligned seamlessly with business objectives.o Developed detailed project plans and schedules, adhering to Micron’s PMI-based Project Management Methodology, which ensured disciplined project execution and governance.• Data Analysis and Process Improvement: Conducted thorough data analysis and research to support strategic decision-making and optimize processes, enhancing system efficiency and business operations.• Program Development and Vendor Coordination:o Led a program to increase system/domain bench depth, addressing capability gaps and boosting internal competencies to meet business needs.o Managed relationships with third-party vendors, coordinating efforts and resolving issues promptly to maintain high service standards.• Training and Process Documentation: Documented IT processes and delivered training to customers, improving their system utilization and operational independence.• Crisis Management Leadership: Directed a team to stabilize a business-critical system, showcasing my capability to manage high-pressure scenarios and lead effectively during challenges.My role was pivotal in driving improvements in IT services and project outcomes, consistently demonstrating leadership, strategic planning, and a commitment to aligning IT capabilities with broader business goals.
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BSA in IT Account Management
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Mar 2005 - Mar 2007
In my role as a team member at Albertsons/SUPERVALU, I served as a critical bridge between business units and IT, facilitating strategic initiatives and IT solutions that contributed to the company’s growth and success. I played a pivotal role in helping the company navigate through complex merger and acquisition activities, which involved working collaboratively across companies to assess systems and data. This strategic evaluation was essential for developing a coherent plan to efficiently merge and migrate company systems and data.My responsibilities extended to supporting Albertsons LLC, where I was involved from a strategic initiative and IT perspective. I managed small projects from their inception to completion, ensuring alignment with broader business goals. Alongside IT Account Managers, I was instrumental in drafting project charters for larger projects, which required approval from the governance council to proceed, ensuring these initiatives were in line with strategic priorities.I also provided support in annual planning processes, assisting business units in gathering effort estimates crucial for budget planning and resource allocation. My role on the Governance transition team was to aid in the integration of governance processes between the merged entities. We developed new initiation processes and related documentation, streamlining procedures to enhance governance efficiency post-merger.As part of my liaison duties, I supported the IT Account Manager responsible for maintaining the relationship between Albertsons LLC and SUPERVALU. This role involved ensuring seamless communication and project alignment between the third-party company and our own, fortifying the strategic partnership and supporting ongoing IT initiatives that bolstered business operations and facilitated growth.
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Education
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2005 - 2005Project Management Institute
PMP, Project Management -
2008 - 2008APICS - The Association for Operations Management
Basics of Supply Chain Management Certification -
1998 - 2002Boise State University
BBA, Computer Information Systems
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Industry Focus. “Computer and Information Technology”
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