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Work Background
CrossCountry ConsultingAssociate Director, Business Transformation
Oct. 2022 - Aug. 2024Joseph provides senior management and strategic technology consulting expertise and leadership to CrossCountry and their prestigious clients in the System Advisory practice and focused on the Technology Strategy and Systems Selection service offering. Guiding SMB, large and enterprise-scale clients through the complexities of IT strategy, governance, and operations to help them align their technology initiatives with their business goals, drive innovation, and achieve operational excellence. As a trusted partner, strategic thinker and strong leader, leverage experience and understanding of emerging technologies and industry leading practices. - Client management and delivery of technology strategy, system selection, and implementation support in the following industries: broadband, telecom, digital entertainment, green initiatives, government contracting, professional associations, hospitality and food manufacturing. - Client’s trusted advisor services and management of key vendor relationships, including Oracle
(Fusion, NetSuite), SAP (S/4HANA), Sage Intacct, MS Dynamics 365 (BC, F&O), Deltek, Kantata, JAMIS, LawVu, ContractPodAI, et al. - Organize, lead and manage consultants and develop junior team members, and manage and deliver business development support for the organization, as part of the System Advisory leadership team.
LifeGuidesGuide
Oct. 2021 - Oct. 2022LifeGuide's vision is to grow the world’s largest community for sharing life experience to positively impact the lives of 1B people within 15 years. I provide impactful guidance to members as well as "pro bono publico" insights to LifeGuides leadership based on my 20+ years in the health, wellness and fitness industry, and Mindfulness Teaching Certification (MCT January 2022). We are changing people's lives, one conversation at a time.
proSapientConsultant
Aug. 2021I provide gratis POVs, during proSapient's clients' research phase, on a variety of business functions where my strategic technology experience can offer financial and operational insights...and ultimately, competitive advantages. Please contact proSapient directly for your expert advisory and research needs, and they will connect you with me.
AdvisoryCloudAdvisor
Jul. 2021 - Mar. 2022My service on the following advisory boards, on a gratis basis, includes the following: • TraceIT
• ERP Gold
• Automotive Distributors Warehouse
• HotSpotMe I look forward to assisting YOUR organization. Contact me here: joe.flesch@fermatastrategies.com
SWK Technologies, Inc.Acumatica Senior Project Manager and PM Lead
Jan. 2020 - Aug. 2021East Hanover, New Jersey, United StatesI lead teams of talented and experienced consultants, leveraging the Acumatica platform to deliver business-impacting enterprise solutions in the wholesale/distribution, manufacturing, construction, and technology services industries. SWK Technologies is the largest VAR (Value Added Reseller) for Acumatica - a leading provider of adaptable cloud business management software that empowers small and mid-size businesses. SWK Technologies, Inc. provides transformational software and technology solutions to over 5,000 SMB, mid-market and small enterprise companies across the U.S., including ERP, EDI, accounting software, managed IT services, and Infrastructure-as-a-Service cloud application hosting secured by the world's first Smart SOC for cybersecurity.
CompuData Inc.Senior Enterprise Business Consultant
Jun. 2018 - Nov. 2019Greater New York City AreaI bring my extensive business and technology experience, background and key relationships to advise and consult the C-Suite of small-to-midmarket organizations on how to leverage technology infrastructure and business management SaaS solutions to achieve measurably-increased performance and visibility. My team and I are specifically focused on contributing value – via impactful solutions, in a variety of circumstances – to organizations in and/or at various points-of-convergence of the following industries: • Food & Beverage, Wholesale/Distribution, Franchisor/Franchisee • Hospitality, Commercial Real Estate & Development, Financial Services/Financing
• SaaS, Professional Services My passion – to creatively and innovatively solve your complex business problems with comprehensive enterprise solutions, implementation services and lifecycle-of-your-business support – is only eclipsed by my desire for a long-term relationship based on mutual trust, self-awareness and honesty. I look forward to our journey together. About CompuData CompuData specializes in providing Enterprise Resource Planning (ERP), managed IT services and cloud hosting technologies. With more than 45 years of performance as a business technology innovator to businesses, CompuData offers a vast spectrum of IT solutions not limited to the areas of software selection, implementation, training and deployment for financial services, SaaS and subscription businesses, professional services businesses, distributors, and MTO or ETO manufacturing industries, professional services, For more information, contact CompuData online or call 800-223-3282. Follow CompuData on Twitter @CompuDataInc, Facebook and LinkedIn.
VistageCEO & Business Owner Group Chair
Jul. 2014 - Apr. 2016Greater New York City AreaFacilitator, Mentor and Coach of CEOs & Business Owners who want to grow their business and enhance their lives. Vistage International brings CEOs and executives together in non-competing, confidential peer advisory groups that help each other lift their businesses to the next level. These invitation-only teams of 12-16 business leaders are supported by the Vistage Network. The Vistage Network is made up of 18,000 advisory group members, decades of accumulated best practices and hundreds of domain specific experts. The private peer advisory groups within the Vistage Network have a 57 year track record of powering superior performance for members and their companies. As a Vistage Group Chair, I organize the peer group, provide individual coaching to members and ensure that the full power of the group experience and the Vistage Network are behind each member, helping them increase their effectiveness and enhance their lives.
Contemporary Software Concepts of New Jersey, Inc.Principal & Managing Partner
Apr. 2011 - May. 2018CSCNJ provides professional consulting, data and solution integration services and software, and has saved organizations $10MM+ and generated an additional $75MM+ in the last 5 years, for organizations in: Manufacturing/Distribution, Pharma, FinServ, and Law Enforcement, Child & Public Welfare, Treasury/Procurement and K-12/Higher Education agencies in Federal, State, and Local Governments. ----- Accomplishments ----- Demonstrated a successful track record fueled the systematic reinvention of the company with direct oversight & contribution to the growth of new strategic partnerships (200%), new clients (325%) and new client revenue (420%). Established consulting and revenue best practices: methodology/approach, business development profitability, strategic pricing models, and project realization and visibility. ----- Direct Responsibilities ----- • Senior Leadership, Coaching, Mentoring & Advisory Lead to the C-Suite • Corporate P&L, Revenue Growth & Retention • Strategic Partnerships & Public Sector Certifications • Business Development • Account/Project Sponsorship ----- Leadership & Management Focus ----- ~Organizations~ • Public Sector: State, Local + Education (SLED); Multiple Master Contracts and MWOB Credentials
• Commercial Sector: Manufacturing, Distribution, Financial Services, Consumer Products, Pharma ~Solutions & Services~ • Enterprise Resource Planning (ERP)
• Legacy Modernization, Optimization, Application-and-not-Data Retirement
• Data Management: Automated Data Collection, Identity Resolution & Insight, Data Quality, ETL, Master Data Management, Data Masking, Data Virtualization, Strategic Staff Augmentation
• Data Visualization, Analytics, Predictive Analytics ~Strategic Alliances~ • Periscope Holdings
• Informatica Corp.
• IBM Corp.
• Talend
• Kapow Software (Kofax/Lexmark)
• Kofax/Lexmark
• Tableau
• QLIK
• ERP: Sage, Epicor, SAP, INFOR, Tyler, Sungard/HTE, TelesisMFG, Avalara, et al.
• eProcurement: BuySpeed & BidSync
Fermata Strategic Ventures LLCPresident/Co-Founder
Mar. 2009Metro Philadelphia, Metro New York CityWe advise and consult with CxOs, Owners and Leaders of commercial SMBs and government agencies in need of changes in strategic direction and/or tactical approaches to operations. Co-leverage, with and for, clients, organizationally grown thought leadership, and specialty methodologies to deliver ERP solutions, Project Management services and best practices advisory services with direct clients, value-added resellers (VARs) and SaaS vendors (primary, 3rd party, and ISVs). Current client initiatives include: • Multiple Acumatica Project Management & Leadership Roles: Construction/Field Service Edition, Commerce Edition, Wholesale Distribution Edition • Expert Advisory Services through proSapient: Tax and Global Trade Management (Avalara, CCH) • SMB Solutions Consulting: ERP Research/Selection; Financial Management (QuickBooks, Avalara, AvidExchange); eCommerce (Wix Stores, SKUIQ, Shopify, WooCommerce) We also provide: • Strategic consulting with C-level executives • Technology consulting, advisement & "sea change" leadership • Managing organizational evolution with our Concenter Strategy360(sm) approach • Strategic research initiatives • Fractional C-Suite Resources
Logical Design SolutionsSenior Consultant
Jul. 1996 - Mar. 2009• Managed a $2.1MM client portfolio P&L, revenue retention and growth and 85% realized profitability • Managed a diverse and international senior-level analytical, technical and design teams from multiple organizations • Led pilot program as Program Manager for Usability Center Services landing several key new (long-time) clients • Led pilot program as Client Manager for New Business Development team, landing several key first-time / subsequent long-time clients ----- Representative Engagements ----- • Engagement Lead of a portal-based employee and manager self-service solution for a NJ-based F100 insurance company in support of the business' multi-million dollar "cost out" initiative. • Engagement and Analysis Lead to develop an online portal strategy for employees, managers, HR professionals and senior executives of a NJ-based F50 pharmaceutical company. • Senior Analyst: a NYC-based F200 consumer products company, a California-based F15 healthcare wholesaler, an Illinois-based F350 retail office supply company.
Various Management & Technology Consulting OrganizationsSenior Consultant, Client Manager, Operations Leader
Jan. 1991 - Jul. 1996Greater Philadelphia and Metro NYC AreasRepresentative clients include: Mack Trucks, Air Products, Delaware Chamber of Commerce, Philadelphia Tramrail, Gruen Marketing, Hoshino USA, Inc. • Management & technology consulting, ERP solution and enterprise application implementation for mid-size and large organizations attaining 100% realized profitability on $500,000 - $600,000 client project budgets • Responsible for all new client engagements: mission-critical implementations, account management and project management • Provide executive-level strategic recommendations and operational leadership for enterprise and ERP solutions • Manage projects with 5 – 10 business, technical, QA and support team members • Responsible for project planning, execution, management and overall project P&L • Responsible for existing client revenue, retention and growth • Business development focused on lead management, proposal development and closure
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