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Work Background
Turning Point ActionField Representative
May. 2024 - Nov. 2024Phoenix metropolitan area, Arizona, United StatesVoter Engagement & Turnout for the 2024 Presidential Election - The team achieved 89% voter turnout in LD (Legislative District). Personal goals - recruited over 800 lapsed voters to participate in the 2024 election, exceeding targets by 285%. Speaking appearances at political meetings, rallies, and county gatherings for crowds of up to 270.
Eide Bailly TechnologySenior Manager, NetSuite Division
Mar. 2019 - Apr. 2020Phoenix, Arizona AreaI led sales and presales consulting efforts, driving cloud adoption for clients in the pharmaceutical, aerospace, and general CPA practice sectors. This success contributed to recognition as NetSuite Partner of the Year, having facilitated the adoption in previously unserved industry vertical for six major clients within 12 months.
ProfitFromERPFounder/Managing Director
Apr. 2013Arizona, United StatesIn this role, I lead ERP software selection and implementation consulting, applying a structured methodology for system design, requirements development, workflow and data modeling, and project management. I work closely with clients to identify business challenges, perform thorough business analysis, and offer practical recommendations for functional design.
Key accomplishments:
• Delivered financial benefits to clients through process improvements, automation, and labor cost savings across multi-departmental ERP projects, ensuring alignment with project goals and justification.
• Secured 90% of business through a referral-driven client network, including vendor, partner, and recruiter referrals.
• Successfully launched projects live at 60% of the original estimated budget and achieved system payback within 90 to 180 days.
• Surpassed three-year targets by 212%, negotiating a 46% discount off list prices by driving account performance tracking. Additionally, I host the award-winning ERPodcast, a weekly show that discusses all aspects of ERP, digital business improvement, and the planning and management of profitable ERP selection and implementation projects. I share insights and best practices drawn from hundreds of companies that have successfully leveraged business software to enhance their organizations, promote accountability, and achieve outstanding outcomes. I am passionate about cloud software, which has transformed the ERP landscape, and I help clients embrace digital transformation as a strategic advantage.
VacoSoftware Selection & Implementation Practice Director
Jan. 2013 - Mar. 2019Phoenix, Arizona, United StatesI launched the Arizona ERP Selection Practice and successfully expanded it into North Carolina, Miami, and Denver. Additionally, I provided advisory services for CFO-led ERP selections and managed project implementations for ERP systems.
AFS Technologies Inc.Install Base Consultant
Sep. 2011 - Jan. 2013Phoenix, Arizona, United StatesI managed ERP implementations for food and beverage distribution clients, including Superstore Industries, Jason’s Deli, and Santa Monica Seafood. Using Tier One methodologies, I drove process improvements and automation for SMB clients.
Lawson M3 (Infor)West Coast AE
Jan. 2010 - Jun. 2011Phoenix, AZI oversaw key accounts, including Jelly Belly, Idahoan, Marine Harvest, and Tree Top Apples, while managing $1.2M in sales and implementations within the food and beverage manufacturing sector.
Ross Enterprise (Aptean) Top Supply Chain Consultant/ERP
Feb. 2006 - Sep. 2009Atlanta, Georgia, United StatesI provided presales consulting and implementation services for food and beverage manufacturers, including Cheesecake Factory, Uniden, and Rocky Mountain Chocolate Factory. My exceptional performance earned me Presidents Club recognition.
Sage MAS500/NAVISION ERP MFGNational Sales/Implementation Manager
Mar. 1999 - Aug. 2005Tempe, AZI managed sales and implementation consultants for Sage’s top partner, Clifton Gunderson CPA, and coordinated ERP implementations across various industries, ensuring successful project delivery and client satisfaction.
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