David has 8 years Management Consulting experience in the delivery of innovative strategic and IT solutions, to clients in both the public and private sectors. David has led teams in the development of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) initiatives at both the enterprise and business unit levels, and developed holistic business and technology solutions that met and exceeded service and performance objectives. Prior to Management Consulting, David worked in the Financial Services and Insurance industries for 12 years, in Managed Care Marketing, Mutual Fund / Real Estate Investment Portfolio Reporting, Call Center Reengineering Operations, Financial Systems and Corporate Communications.
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Industries |
Functional |
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Public Sector |
Business Process Improvement |
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Financial Services / Healthcare / Insurance |
Performance Management |
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Manufacturing |
Management Reporting |
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Consumer Products |
Program, Change and Transition Management |
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Technical |
Project Experience |
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Strategic IT Planning |
CRM and ERP IT Systems Implementation |
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Requirements Management |
Full Life Cycle Development |
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Systems Analysis / Test Management |
Business Process Analysis and Redesign |
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Siebel / Salesforce.com / SAP |
Financial Modeling and Reporting |
MBA, May 2000. Concentration in General Management, Marketing and eCommerce.
BA in Economics / Minor Concentration in Communication Sciences, May 1995.
December 2007 DEPARTEMENT OF DEFENSE, U. S. AIR FORCE
(USAF),
February 2008 (The USAF is one of the seven Uniformed services of the
Independent Consultant (Contractor) – USAF Office of Warfighting
Integration and CIO
·
Customer Relationship Management (CRM) Subject
Matter Expert.
· Developed Strategy and Planning initiatives, mapped Processes, Products and Services across the organization, outlined Roles and Responsibilities, developed Business Case, Methodology, Functional Requirements Document, and a Work Breakdown Structure (WBS), including a Phased Implementation Plan.
· Interfaced with the organization’s Senior Leadership and project Stakeholders to determine how to leverage CRM best practices within the organization. Reviewed current processes and technology, developed an overarching and detailed implementation approach that met, and will exceed, growth requirements and Customer Satisfaction initiatives.
· Documented business requirements that can be easily translated into technical requirements. Evaluated prospective vendors, and developed recommendations on leveraging a IT solution in other areas of the organization.
March 2006
December 2007 (Washington Consulting is a Management and Information Technology Consulting firm)
Senior Manager – Package Solutions – CRM / ERP
· Investigated and compared large-scale package solutions (Siebel, SAP, Microsoft Dynamics, Salesforce.com) for clients in functional areas of Account/Contact Management, Financial Management, Sales, Marketing, Order Management, Event Management, Survey Execution and Reporting. Examined and outlined functionality, determined configuration levels of effort and integration requirements based on client initiatives. Recommended processes and tools for implementing and managing solutions.
· Program Director on a $15MM Contracts Re-engineering initiative for one of the largest Financial Services companies. Developed project strategy, scope, roles/responsibilities, Change Management and communications plan. Managed 5 Project Managers and work streams in the design, deployment, and operation of all project management infrastructure activities that supported the multi-year initiative.
· Drove concept, design, configuration and implementation of an internal Information Technology (IT) solution for Human Resources (HR) that enhanced and integrated HR Candidate/Requisition and Opportunity/Engagement management capabilities.
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Performed
strategic assessment on the 200 largest commercial firms in the
· Developed and refined Customer Relationship Management (CRM) methodologies to enhance the solution portfolio that the firm brings to the market.
· Developed strong relationships at the highest levels of clients' organizations. Heavily involved in the marketing/sales process and developed additional business opportunities and positioned the company to obtain referred business.
· Executed full-lifecycle project management, encompassing all project phases from feasibility to implementation, and balance quality, budget, deadlines and client expectations.
· Contributed significantly to the success of the firm by participating in recruiting programs, building relationships within community/professional/business organizations.
February 2003 UNISYS CORPORATION,
February 2005 (Unisys is a worldwide information technology solutions and consulting services company)
Manager – CRM Solutions Consulting
·
Transition Manager for SAP implementation
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· Provided functional and technical leadership on redesign and implementation of $10MM CRM customer care information system, for a worldwide distribution, correspondence, advertising and consumer product delivery organization.
· Drove thought leadership on pilot business blueprinting / BPR team to develop industry-specific ERP, CRM and operations process models for reuse and implementation efficiencies.
· Assisted in the merger of two disparate CRM / IT systems, to develop an Account and Contact Management application that leveraged best practices and enhanced operations efficiencies.
· Proposal lead on engagement for Asia-Pac electricity company that generated over $300K in new business.
November 2002 ELECTRONIC DATA SYSTEMS CORPORATION (EDS),
February 2003 (EDS is a leading global consulting and information technology services company)
Independent
Consultant (Contractor)
· Provided strategic functional and technical guidance to EDS / client management and staff for Siebel Sales 7.5 global implementation.
· Conducted as-is business process analysis and designed to-be operations models for major sales and service divisions within the client’s organization.
· Implemented enterprise-wide process changes that resulted in a reduction in operating expenditures, and drove top line revenue growth through an immediate increase in customer satisfaction.
· Tested / validated software functionality to business requirements and published comprehensive documentation on sales, telemarketing, forecasting and campaign management processes.
January 2002 - MACROCON, LLC (MC),
October 2002 (MC was a strategic CRM and ERP technology consulting firm that focused on full-lifecycle software implementations of Siebel eBusiness Applications and Microsoft Great Plains accounting software)
Principal Consultant – CRM / ERP
· Responsible for customer relationship management, business development, functional and technical project management.
· Led requirements analysis, gap analysis, strategy and design of full-lifecycle Siebel 7 software implementation, and a team of six consultants. Focus of the consultation was to develop an enterprise-wide Order Entry, Marketing, Inventory and Contact Management application.
· Hands-on development and configuration of business components, applications, screens, views, applets and template files using Siebel Tools. Managed installation, database extension, workflow automation, EIM - data mapping / migration, and EAI -integration with back-office technologies.
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Modules configured and installed:
· Pilot marketing and sales program development, lead generation and conduct software demonstrations.
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Completed extensive training on Microsoft Great Plains Small Business Manager,
Dynamics and eEnterprise.
June 2000 - HONEYWELL INTERNATIONAL, INC.,
· Development of Customer Relationship Management (CRM) and change management initiatives –Analysis, strategy, consolidation of data/knowledge from front office functions (Sales, Marketing and Customer Service). Creator and Editor of Honeywell CRM News.
· Designed and deployed financial reporting model for $30MM CRM Annual Operating Plan (AOP) which was focused on functional and technical process improvement objectives.
· Spearheaded business analysis, management and marketing of multiple, concurrent Siebel 2000 full-lifecycle software implementations across major business units. The project will reduce annual operating expenditures by 20%, drive top line revenue growth and enhance customer satisfaction.
· Led two cross-functional teams that consisted of marketing managers and IT professionals.
· Project Lead for Six-Sigma Green Belt business plan and team certification regarding the creation of an internal consulting team.
· Awarded two performance bonuses in first six months of employment.
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Developed and implemented process / project plan
for Alternative Dispute Resolution (ADR)
system.
· Audited and assessed CIGNA decisions regarding individual awards to plaintiffs in class action suit.
· Examined misrepresentation claims and made financial damage awards based on investment vehicle purchased by policyholders. Analysis included time value of money and other financial factors.
Consultant to
Aetna
· Developed enterprise ERP financial model by integrating Aetna U.S. Healthcare (AUSHC) reporting processes.
· Designed and deployed a mass-customized cashflow reporting model which was implemented as the company standard for future financial reporting.
· Monitored financial performance, analyzed fluctuations, performed cashflow reporting, latest estimate (LE) projections, and dividend calculations. Analyzed financials of 50+ HMOs and determined capital requirements.
May 1995 - Aetna
Inc., Aetna
March 1997 (Aetna Inc. is a leading provider of health care and related benefits)
Managed overall sales support process for all Managed Care and Indemnity products.
· Marketed and sold national account products that generated $5.6MM in annual premium.
· Qualified incoming Requests for Proposals (RFPs) for strategic and capabilities match. Performed risk evaluation on all prospects to assure profitability. Recommended plan designs and financial alternatives, consistent with company policy and customer needs.
· Developed pricing and negotiated terms of deals with management, customers, brokers and sales representatives.
May 1985 - Aetna
Life and Casualty,
December 1993 Various
Hourly Positions
Completed project rotations in the following areas: Mutual Funds / Banking Call Center (ACD)
Re-engineering Operations, Aetna Investment Group,
Summer 1999 - PROFESSIONAL RESOURCE SERVICES (PRS),
(PRS provided consulting solutions to growth companies in the Internet technology and telecommunications industries)
· Developed and launched an online business for college recruiting and placement, that was projected to generate over $1MM in annual revenue (a 20% increase over 1998) for a start-up company.
· Created and published the business plan - conducted customer, competitor and market analyses, developed product strategy and positioning initiatives, designed process analysis, recommended and presented financial requirements based on $800M budget. Led the development of marketing / advertising strategies from design phase to implementation.
· Managed two employees and participated in the hiring of four additional employees to run the business.
Current Security Clearance
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Granted February 2008.
Principal Register
Siebel 7 Certified Consultant
· Siebel 7.7 - Migration Training, 2005.
· Siebel 7 - Completed Core Consultant Certification training, December 2001.
o Additional training in Siebel Analytics, eHealthcare and ePharma.
· Siebel 2000 - Completed Requirements Mapping / Business Analyst training, December 2000.