Experience

Altai Systems

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Managing Partner and Director of Consulting Services

  • Oct 2006 - Present

  United States Altai Systems started as a development company (named MBSCRM) with a focus of developing third part Microsoft CRM add-ons. As a partner, practice manager and consultant with Altai, I’ve managed and worked on the development of Microsoft CRM vertical and add-ons solutions. In April 2009, Altai became both a consulting and development company. My primary role since then has been associated with the management, implementation, sales, development and marketing of our Microsoft CRM Altai… Show more Altai Systems started as a development company (named MBSCRM) with a focus of developing third part Microsoft CRM add-ons. As a partner, practice manager and consultant with Altai, I’ve managed and worked on the development of Microsoft CRM vertical and add-ons solutions. In April 2009, Altai became both a consulting and development company. My primary role since then has been associated with the management, implementation, sales, development and marketing of our Microsoft CRM Altai Associations Management System (“AMS”) solution and development of the Altai. This includes working with my partner to grow the company; CRM Practice Manager, Project Management, working closely with sales and marketing on business development including sales calls, configured demos, client presentations, responding to RFP’s and proposal development. Since the end of 2009 we have grown from 2 employees to 20 and from 300,000 in revenues to 3.1 million with a focus on working with associations and non-profits. Accomplishments: • Served as executive sponsor of Microsoft CRM/Altai AMS implementation for an international organization with 400 plus users. The final solution replaced multiple existing systems and integrated with their Great Plains financials and website. The project was delivered in phases over a two year period and is used to manage the client’s million plus members and associated association activates. • Lead the design and configuration a vertical Microsoft CRM for Associations Management System solution that is being offered as both a hosted and on premise solution. Working with our team as the consulting manager, we have upgraded the solution from CRM 4.0 to CRM 2011 and now CRM 2013. We have expanded the solution to include on-line web portal functionality that supports external member/customer facing services. • Managed and/or participated in 16 Microsoft CRM life cycle Implementations since 2009. Show less



DynLink

• United States
• Software Development
• 1 - 100 Employee

• CTO and CRM Consultant

  • Apr 2005 - Apr 2009

  United States Responsibilities included staff management, consulting, business development and account management. I continue to work in the field as a senior business solutions consultant focusing on Microsoft Dynamics CRM, Microsoft Dynamics Great Plains, Microsoft SQL and Scribe Integrations. Responsibilities in this area include: working with the sales team on solution design and presentation; performing presentations; proof of concept development; solution implementation and project management.



i4 Integrated Service, LLC.

• Partner

  • Apr 2002 - Mar 2005

  Tallahassee, Florida, United States Started i4 integrated Service, LLC (“i4”) with two partners as a professional consulting services firm focused on meeting the business and technology needs of mid-size organizations by understanding their business requirements and providing solutions designed to meet those needs. Responsibilities included business development, full life-cycle project management and solution delivery in the areas of: association membership management, business intelligence, customer relationship management… Show more Started i4 integrated Service, LLC (“i4”) with two partners as a professional consulting services firm focused on meeting the business and technology needs of mid-size organizations by understanding their business requirements and providing solutions designed to meet those needs. Responsibilities included business development, full life-cycle project management and solution delivery in the areas of: association membership management, business intelligence, customer relationship management, data warehousing and financial accounting systems. Business application expertise included: Siebel, Microsoft Great Plains, Cognos, Microsoft SQL and Microsoft Office. Show less



Signature Systems Inc.

• Southeast Regional Director/Director Siebel Consulting Practice

  • Feb 1998 - Apr 2002

  United States As regional manager of the Southeast office, reported to the CEO; worked with the COO on developing and monitoring departmental budgets for Network practice (thru 1999), Siebel practice and Southeast region; and worked with Director of Sales and Marketing on developing selling strategies and relationships. Responsibilities included management of the Siebel Practice and the Florida Office of Signature Systems Inc. Managed Signatures’ Siebel consulting staff; overseeing implementation of… Show more As regional manager of the Southeast office, reported to the CEO; worked with the COO on developing and monitoring departmental budgets for Network practice (thru 1999), Siebel practice and Southeast region; and worked with Director of Sales and Marketing on developing selling strategies and relationships. Responsibilities included management of the Siebel Practice and the Florida Office of Signature Systems Inc. Managed Signatures’ Siebel consulting staff; overseeing implementation of Siebel’s eBusiness solutions; direct involvement in implementations including full life cycle project management, design, business analysis, configuration, and implementation; oversight of the both the office and department budgets. Worked with Signature’s sales and marketing departments on business development, proposals, RFP’s and corporate branding. Show less



GLM Computer Group Inc.

• Systems and Sales Engineer/Systems Engineer Manager

  • Feb 1993 - Feb 1998

  Tallahassee, Florida, United States Responsibilities included staff management; technical services and sales account management. Technical aspects of this position included product evaluation, recommendation, system design, implementation and support of network installations and related applications. Service responsibilities included trouble shooting networks (Novell and Microsoft NT), network applications and hardware/software problems (Servers, Hubs, Routers, and other network devices). Sales/Account Manager responsibilities… Show more Responsibilities included staff management; technical services and sales account management. Technical aspects of this position included product evaluation, recommendation, system design, implementation and support of network installations and related applications. Service responsibilities included trouble shooting networks (Novell and Microsoft NT), network applications and hardware/software problems (Servers, Hubs, Routers, and other network devices). Sales/Account Manager responsibilities included development of marketing strategies, management of assigned accounts and generation of new sales, A/R, billing, client systems recommendations as well as responses to RFP’s, proposals and systems implementation designs. Show less



Florida Joint Legislative Management Committee - Legislative Data Center`

• Lead Systems Analyst

  • Jun 1990 - Feb 1993

  Tallahassee, Florida, United States Responsibilities included IBM OS/2 LAN Management implementation and support; Novell NetWare design, configuration and implementation; Project Management (network and systems configuration and application development); Program Application Development; Software & Hardware Evaluation, Recommendations, Installation and Support; and User Support for both local and district clients. As lead analyst, supervised and assisted staff with projects.