Lori Trusiak, MBA, CSM, CSPO
Director, Enterprise Solutions at Powerfleet, Formerly Pointer- Claim this Profile
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Topline Score
Bio
Tim Burke
I had the privilege to work with Lori during HFMA’s implementation of Salesforce.com. When I first met Lori she was overseeing membership services for HFMA. At the time HFMA was evaluating a point solution to work side-by-side with their current technology platform. What was supposed to be a small project ended up becoming a large-scale implementation. Lori was an integral part of the roll-out. While maintaining her current role with the organization, Lori was tasked to work directly with my team in determining a roadmap to success. She oversaw all aspects of the implementation including current & future state, business process improvements, usability, user adoption, testing and go-live. She also found time to begin the process of getting certified on the Salesforce platform. HFMA was one of the most successful large scale implementations that I’ve been part of since being at Fonteva. Lori kept this project on-time and within budget which is no small task for such a large-scale project. Lori’s rare mix of knowledge, leadership, initiative & her expertise of the Salesforce.com platform was a direct result of her promotion to Director of Salesforce Solutions. I have the utmost respect for Lori from a personal and professional perspective. HFMA is lucky to have such a valuable asset on their team.
Carrie B.
Lori has an aptitude for understanding the big picture. She pays close attention to the needs of members,staff and projects. Lori is highly regarded and often sought out for her collaborating style of leadership. Dedicated and hardworking asset to any team.
Tim Burke
I had the privilege to work with Lori during HFMA’s implementation of Salesforce.com. When I first met Lori she was overseeing membership services for HFMA. At the time HFMA was evaluating a point solution to work side-by-side with their current technology platform. What was supposed to be a small project ended up becoming a large-scale implementation. Lori was an integral part of the roll-out. While maintaining her current role with the organization, Lori was tasked to work directly with my team in determining a roadmap to success. She oversaw all aspects of the implementation including current & future state, business process improvements, usability, user adoption, testing and go-live. She also found time to begin the process of getting certified on the Salesforce platform. HFMA was one of the most successful large scale implementations that I’ve been part of since being at Fonteva. Lori kept this project on-time and within budget which is no small task for such a large-scale project. Lori’s rare mix of knowledge, leadership, initiative & her expertise of the Salesforce.com platform was a direct result of her promotion to Director of Salesforce Solutions. I have the utmost respect for Lori from a personal and professional perspective. HFMA is lucky to have such a valuable asset on their team.
Carrie B.
Lori has an aptitude for understanding the big picture. She pays close attention to the needs of members,staff and projects. Lori is highly regarded and often sought out for her collaborating style of leadership. Dedicated and hardworking asset to any team.
Tim Burke
I had the privilege to work with Lori during HFMA’s implementation of Salesforce.com. When I first met Lori she was overseeing membership services for HFMA. At the time HFMA was evaluating a point solution to work side-by-side with their current technology platform. What was supposed to be a small project ended up becoming a large-scale implementation. Lori was an integral part of the roll-out. While maintaining her current role with the organization, Lori was tasked to work directly with my team in determining a roadmap to success. She oversaw all aspects of the implementation including current & future state, business process improvements, usability, user adoption, testing and go-live. She also found time to begin the process of getting certified on the Salesforce platform. HFMA was one of the most successful large scale implementations that I’ve been part of since being at Fonteva. Lori kept this project on-time and within budget which is no small task for such a large-scale project. Lori’s rare mix of knowledge, leadership, initiative & her expertise of the Salesforce.com platform was a direct result of her promotion to Director of Salesforce Solutions. I have the utmost respect for Lori from a personal and professional perspective. HFMA is lucky to have such a valuable asset on their team.
Carrie B.
Lori has an aptitude for understanding the big picture. She pays close attention to the needs of members,staff and projects. Lori is highly regarded and often sought out for her collaborating style of leadership. Dedicated and hardworking asset to any team.
Tim Burke
I had the privilege to work with Lori during HFMA’s implementation of Salesforce.com. When I first met Lori she was overseeing membership services for HFMA. At the time HFMA was evaluating a point solution to work side-by-side with their current technology platform. What was supposed to be a small project ended up becoming a large-scale implementation. Lori was an integral part of the roll-out. While maintaining her current role with the organization, Lori was tasked to work directly with my team in determining a roadmap to success. She oversaw all aspects of the implementation including current & future state, business process improvements, usability, user adoption, testing and go-live. She also found time to begin the process of getting certified on the Salesforce platform. HFMA was one of the most successful large scale implementations that I’ve been part of since being at Fonteva. Lori kept this project on-time and within budget which is no small task for such a large-scale project. Lori’s rare mix of knowledge, leadership, initiative & her expertise of the Salesforce.com platform was a direct result of her promotion to Director of Salesforce Solutions. I have the utmost respect for Lori from a personal and professional perspective. HFMA is lucky to have such a valuable asset on their team.
Carrie B.
Lori has an aptitude for understanding the big picture. She pays close attention to the needs of members,staff and projects. Lori is highly regarded and often sought out for her collaborating style of leadership. Dedicated and hardworking asset to any team.
Credentials
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Certified Scrum Product Owner® (CSPO®)
Scrum AllianceDec, 2018- Nov, 2024 -
Certified ScrumMaster® (CSM®)
Scrum AllianceJan, 2018- Nov, 2024 -
Diversity, Equity and Inclusion in the Workplace Certificate
USF Corporate Training and Professional Education -
USF Lean Six Sigma Yellow Belt Certification
USF Corporate Training and Professional Education
Experience
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Powerfleet South Africa
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South Africa
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IT Services and IT Consulting
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1 - 100 Employee
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Director, Enterprise Solutions
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Aug 2022 - Present
Driving innovative, highly quality solutions that transforms how the business operates by centering on improvement, new solution design, implementation, support, and training. Responsible for all aspects of development and operation support for CRM and ERP platforms. Direct support to U.S. based businesses and indirectly to global business units. Driving innovative, highly quality solutions that transforms how the business operates by centering on improvement, new solution design, implementation, support, and training. Responsible for all aspects of development and operation support for CRM and ERP platforms. Direct support to U.S. based businesses and indirectly to global business units.
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Start Early
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United States
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Non-profit Organizations
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200 - 300 Employee
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Vice President, IT Enterprise Solutions and Transformation
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Jan 2021 - Aug 2022
Leading strategic technology initiatives to build and maintain key elements of Start Early's enterprise infrastructure and associated project portfolio. Mentor IT infrastructure and Support Service teams, direct technical decisions and work closely with cross-functional business areas. Provide oversight, problem-solving leadership, and participation for complex infrastructure implementation, system upgrades and operational troubleshooting. Co-coordinate cybersecurity and compliance initiatives. Foster strong internal business stakeholder and vendor relationships.
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Director, IT Enterprise Solutions and Transformation
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Jul 2019 - Dec 2020
Responsible for management of core enterprise solutions including Salesforce, LMS, Navision, and Boomi integration platforms. Team lead for organizational Knowledge Management intranet. Organizational director for technology prioritization and strategy including KPI reporting. Responsible for leadership and governance over intake and prioritization of application platforms. Management of third party vendors for org-wide helpdesk and infrastructure support. Serving as internal consultant and champion for transformational initiatives.
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ByteSize Healthcare
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Chicago, IL
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Director, Technology Solutions
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Feb 2019 - Jul 2019
Implementation and management of Salesforce for hospital and physician network sales. Supported Sales team with programs and potential projects through CRM pipeline reporting and deliverable management. Responsible for business requirements gathering, project execution, and system configuration. Implementation and management of Salesforce for hospital and physician network sales. Supported Sales team with programs and potential projects through CRM pipeline reporting and deliverable management. Responsible for business requirements gathering, project execution, and system configuration.
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Healthcare Financial Management Association (HFMA)
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United States
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Hospitals and Health Care
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100 - 200 Employee
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Director, Business Applications and Process
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Feb 2018 - Feb 2019
Provided leadership and direction for the delivery of project/program objectives using Agile methodologies. Responsible for the strategic interface with assigned business units for the purpose of business/IT strategy development, solution discovery, service, risk, and relationship management. Partner with Business, Technology, and Support Teams to develop and execute solutions that support the direction and goals of the Business. Act as a change agent in the identification and execution of initiatives. Drive benchmarking, best practices and process adherence to assess effectiveness of current integrations and influence change.
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Director, Salesforce Solutions and Special Projects
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Dec 2016 - Feb 2018
Implemented Salesforce Service Cloud to meet the strategic vision and business expansion into new markets. Analyzed Salesforce usage to ensure alignment with organizational short and long-term goals. Developed Salesforce ROI through KPIs and performance metrics. Project management for IT, Customer Service, Education, Sales, Marketing, Finance, and Administration initiatives.
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Director, Member Services and Salesforce Project Manager
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Apr 2002 - Dec 2016
Directed Salesforce implementation consolidating legacy data sources into one organizational system supporting all product/service lines. Managed membership/customer service operations, including oversight of membership recruitment, marketing, and retention programs. Developed and administered department operational budget, including revenue-generating programs. Analyzed market dynamics to implement service processes to achieve membership growth goals set by organizational balanced score card and strategies.
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American Association of Oral and Maxillofacial Surgeons
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United States
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Non-profit Organization Management
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1 - 100 Employee
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Manager, Member Services
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Mar 1997 - 2002
Managed customer service and marketing support teams for membership, publications, and e-commerce programs that comprised $5M in organization’s annual revenue. Developed direct mail marketing campaigns for physician medical group and hospital provider patient care materials. Launched new online recruitment program and direct mail campaigns resulting in 10% program growth in the first year. Team Leader for Patient Advocacy campaign, including market research, analysis, and developing associated communication plan.
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Education
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Saint Xavier University
MBA -
Elmhurst University
Bachelor's degree
Community
