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DC

Specialties: Technology Implementation

PROJECT CLIENTS & PAST EMPLOYERS

  • AAA of California – – (a road service company with 54 million members in the US)

  • Genentech – (leading biotechnology company that discovers and develops medicines for life threatening conditions)

  • Onyx Software – (a popular freeware utility for Mac OS X)

  • Consona CRM – (an automation software company)

  • Hewlett Packard – (American global information technology company)

FUNCTIONAL EXPERIENCE

ORGANIZATION DEVELOPMENT

  • Advancement of CRM (Salesforce.com) and ERP (Workday) processes to enhance marketing of membership subscriptions
  • Led change management resources to gauge and facilitate organizational readiness, communications, and training to support the launch and operation of the CRM system
  • Developed processes to track benefits realization metrics

CHANGE MANAGEMENT & ADOPTION

  • Migration to cloud-based/SaaS Subscription Billing (Aria Systems) to modernize and streamline billing and membership card printing functionality
  • Selection and implementation of point of sale vendor to streamline cash management processes and credit card processing abilities
  • Oversaw construction, build-out of new headquarters facility and relocation of 300 employees, including and associated change management activities

TECHNOLOGY, STRATEGY, & IMPLEMENTATION

  • Designed processes to enhance the management of customer, patient, and vendor data as well as improve utilization of cloud-based/SaaS CRM solution
  • Implemented a cloud-based/SaaS CRM (Salesforce.com) solution in a heavily matrixed organization with 2,100 end users
  • Led more than 10 strategic data management initiatives at Bio-Tech client according to a three-year roadmap

SYSTEM EXPERIENCE & EXPERTISE

  • Salesforce

  • Workday

  • Peoplesoft

  • Siebel

  • Apprimo

  • Oracle

EDUCATION & CREDENTIALS

  • UNIVERSITY OF CALIFORNIA AT LOS ANGELES, BA History
  • UNIVERSITY OF CALIFORNIA AT BERKELEY, Professional Development