Over 33 years experience that bridges business and technology. Focus is on business and technology planning and strategy, process optimization, technology rationalization, IT security program and project management and project rescue.
CRM is not just software; it's also a business philosophy that requires significant and fundamental changes to your organization to implement fully. Regardless of whether you are just starting out or you are rethinking your current implementation, I will be able to help you with the questions you have. I've worked in the CRM space for 15 years and have gained a wealth of experience that I am happy to share.
Everybody has a good idea of their destination; but not everyone has an understanding of the obstacles that may prevent them from getting there. I can help you to identify, assess and mitigate risk, and I help you establish a process towards risk management that you can employ one your own.
It's a difficult task to take your vision and translate it into an implementable plan. I can help. I have 20+ years experience planning and running multi-million dollar initiatives in the financial services sector. Whether you are looking at a small project or a large program I can help you develop solid plans with robust controls and then get you organized to execute.