CURRICULUM VITAE
RICHARD E. MURPHY - MBA, SCPM, PMP
STRATEGY, BUSINESS, PROJECT, AND INFORMATION MANAGEMENT EXECUTIVE
“My Passion is Converting Vision and Strategy Into Action”
Phone toll free: 877-213-9823Webfolio: [email protected]
RICHARD E. MURPHY - MBA, SCPM, PMPPhone toll free: 877-213-9823 Webfolio: www.RichardMurphy.biz [email protected]
STRATEGY, BUSINESS, PROJECT, AND INFORMATION MANAGEMENT EXECUTIVE
“My Passion is Converting Vision and Strategy Into Action”
Strategic Business Planning
Enterprise-Wide Strategy Planning
Program/Project Portfolio Management
Performance Measurements
Business Intelligence Planning
Project Lifecycle Management
Business Management Consulting
Technology Consulting
Operational Leadership
Infrastructure Design
Process Re-engineering
Organizational Turnaround
Brand: Executive-level business strategist, driver, and change agent with more than 20 years of corporate, government, and entrepreneurial success. Poised for a role guiding a company towards accomplishing its strategic objectives, and directing a team of program and project managers.ROI: Expertise is advising executives on the criteria, priorities, and methodologies for accomplishing their strategic objectives. Provide insight on how to select optimal projects, and why. Scope of experience encompasses directing 175+ strategic projects for military, government, and corporate entities.Approach: Mentor, coach, and teacher, who can engage others, solicit ideas, present those to the group, build consensus, and orient the group in a singular direction that will advance the mission and vision of the business.Thought Leader: Committed to building a national reputation for strategy planning, strategy management, and strategy implementation, through academic teaching, seminar presentations, conference appearances, and with professional organizations and universities.
PRIMARY TECHNICAL COMPETENCIES
Project, Program and Portfolio Management A passion for project, program and portfolio management and strategic planning. Expert (10+ years ) in use of project management software (including MS Project, Excel + VBA, Visio);
formally trained and experienced in software and product lifecycle development (including DSDM, Agile, RUP)
Proven track record of managing multiple projects, simultaneously, and delivering results. Deep understanding of project management principles including dependency identification, critical path
analysis, and contingency planning. Expertise in relationship building and collaboration in a cross-functional team comprised of diverse,
multi-cultural personalities and skills sets, and located in multiple locations. Excellent communication skills, both verbal and written. Good organization and prioritization skills. Possess creative problem-solving skills and ability to adjust with changing business demands.Strategy Planning and Execution As founding member of www.StratXTeam.com, instrumentally contributed to the launch of this global online
consortium dedicated to researchers, academics, and business practitioners who are passionate about collaborating on the changing paradigms for planning and executing effective strategies. StratX is diminutive for “Strategy To Execution,” and the primary mission is to educate StratXTeam members on strategic planning, management, and operations. Specifically, StratX provides expertise in methods used to align daily operations with corporate vision, and ensuring those operations actually advance the business toward that vision.
Currently developing a collaborative Web 2.0 community on building and improving the disciplines required for effective planning, and constructing a radically-new business model for strategy execution.
Lead initiatives to identify “blue ocean” strategies and transform those into efficient project work streams aligned with clear goals, metrics and purpose.
Participate in high-level operational initiatives: infrastructure design, process re-engineering, turnaround, reorganization, and business / product integration.
DISCRETE MANUFACTURING OPERATIONS & PRODUCT DATA MANAGEMENT EXPERTISE: Experienced in all aspects of discrete manufacturing operations and computerized solutions that manage fully-integrated data.
Material purchasing and inventory control (JIT, MRP)
Equipment calibration and inspection IAW MilSpec & ISO
Fabrication, machining, (CAD/CAM/CNC)
New Product Engineering Engineering File System Product Configuration
Distribution Requirements Planning
Electronic Data Interchange (EDI)
Capacity Requirements Planning
Engineering Change Control
Planning and Simulation Supply Chain Management
Master Production Scheduling
Engineering Data Management
Inventory Location Control
Product Classification Material Requirements Planning
Public Warehousing
Production Planning Production Control Purchase Inquiries Lot Control Packing Control Components
Manufacturing Purchase Contracts Quality Management Assemblage
COMPUTER APPLICATIONS, COMMUNICATIONS SECURITY & INTERNET DEVELOPMENT :
APPLICATION EXPERIENC Skill Level COMMENTS
E Client/Server, Internet Hosting
Lotus Notes/Domino R4/5. LotusScript, Domino.doc, Learning Space, Sametime, K-Station, Extended Search, iNotes, Workflow
6+ YRS
Expert developer- certified; Owner of ASP Web host
Award from IBM as best use of Domino technology on the Internet (1997)
Web Development Tools
Java, Javascript, Perl, HTML, XML, NetObjects Fusion, EsuiteDP, Bean Builder
2+ YR
Average to Excellent
Have used extensively in development projects
Communications Security :
Public Key Infrastructure; Digital Signature Cert’s & x.509v3 protocols
14+ Superior knowledge of concepts, implementation usage; Above average technical understanding
Certified cryptographer & communications traffic analyst – National Security Agency; Served as COO of PKI Certifying Authority (UserTrust Network)
APPLICATION EXPERIENC E
Skill Level COMMENTS
Data Warehousing, Relational Databases & Modeling Tools:
Oracle, SQL, Paradox, MS Visual Basic, Access, FoxPro, dBASEIV, DB2, TeraData, ERWin, ETL
5+ Average to above average
Instructed through the advanced level. Used extensively in projects for American Express & Morton Thiokol.
Accountancy: PeachTree, Quicken, CYMA, Great Plains
7+ Average to above average
Instructed through the advanced level; implemented in corporate operations at clients Cat Butler & Lotus Project.
Planning, Productivity & Reporting:
MS Project, Visio, Business Objects, SAP, Crystal Reports
5+ Average to above average
Instructed through the advanced level; used extensively in managing projects at Best Consulting, Zions Bancorporation & ETS.
Spreadsheets: Excel, Lotus 1-2-3, QuattroPro
14+ Superior Instructed through the advanced level; installed, developed & used extensively in numerous operational activities & projects.
Wordprocessing: WordPerfect, Word,
14+ Superior Instructed through the advanced level; installed &
AmiPro used extensively in numerous operational activities & projects.
MultiMedia: Harvard Graphics, PowerPoint, Presentations, Persuasion, Freelance
9+ Superior Instructed through the advanced level; installed & used extensively in numerous projects.
Desktop Publishing: PageMaker, QuarkXPress
5+ Above average Instructed through the advanced level.
Graphics: PaintShopPro, CorelDRAW!, Aldus FreeHand, Adobe Illustrator
5+ Above average Instructed through the advanced level; used in several Web development projects.
CORPORATE ADMINISTRATION: 20+ years experience at senior executive levels, managing all aspects of company operations, procedures and personnel in a wide variety of technology, manufacturing and service industries.
Staff Leadership Distribution TrainingHuman Resources Customer Service Technical
PublicationsGeneral ledger, AR/AP Sales and Marketing Legal Document
ManagementPurchase Order & Cost Management
Sales Proposals, Contracts, Quotations, Control
Corporate tax preparation
PROJECT/PROGRAM MANAGEMENT EXPERIENCE & ACHIEVEMENTS
ZIONS BANKCORP 2005 to Present Project & Program Manager, Enterprise Data Warehouse: Strategically direct a program encompassing a series of projects to maximize the enterprise data warehouse for this $43 billion financial institution, the nation’s #1 SBA lender, and the umbrella organization for 5 affiliated bank corporations in 6 states. The data warehouse provided business-critical information to the CFOs, COOs, and federal regulators. Led strategic project planning, and oversaw program portfolio and project managers in a matrix environment. Advanced from a role directing a single project to standardize data for all the corporate loan and deposit systems to guiding the data warehouse as its Program Manager.
Currently planning the Activities Based Costing Project, an initiative to pinpoint the precise cost of every banking transaction, in order to identify opportunities for profitability reporting, cost reduction, and capacity planning.
Directed a business intelligence project to build a financial data mart for uniform reporting, and a balanced scorecard with financial, operational, and regulatory performance for all the affiliate banks.
Strategically guided the federal call report project, to streamline and institute uniformity in the compilation, analysis, and reporting of regulatory data.
Oversaw an officer code standardization initiative, whose key objective was to render all employee IDs uniform across the company, then properly compensate officers for value-adds to the business.
Principally guided the general ledger conversion project, culling voluminous data from 4 loan and deposit legacy mainframes, to standardize the charts of account for all affiliate banks.
Managed the shareholder value-added project, the goal of which was to standardize collection and reporting of profitability data. Credited every account, customer, and loan officer with the amount of value they contributed to the corporation, and linked that to shareholder dividends.
GEORGE S. MAY INTERNATIONAL COMPANY 2002 to 2005 Project Director – Staff Executive – Business Analyst: Generated $1 million+ in new revenue for this business management consulting firm, directing up to 6 concurrent programs providing business and technology consulting to over 100 small and mid-sized clients across North America. The diverse industries encompassed law, medicine, hospitality, construction, logging, recreation, and 83 others. Conducted due diligence, identified inefficiencies, then planned and delivered consulting projects. Garnered two fast-track promotions the 1st year.
Forensically analyzed clients’ organizational structure, management team and core competencies, financial plan, operations strategy, inventory mechanism, and sales and marketing functions.
Advised on existing businesses and future strategy, recommending business expansion, new product development, or recalibration of operations to align with the client’s mission and vision.
Fully coordinated the project lifecycle, from scoping, budgeting, defining critical success factors, mitigating risk, reporting progress, managing change, and delivering final projects.
ADVANCED TECHNICAL CONSULTING, LLC, (a division of DataVault Security Services) 1998 to 2002Practice Director – Senior Project Manager – Analyst – Database Architect & Developer: Conceputalized and delivered innovative technology solutions to clients, and assumed interim executive management roles in client technology organizations. As primary project leader / project manager, directed SDLC planning, project plans and scopes, specifications development, technology prototyping, testing, change control, beta testing, legacy systems integration, and final delivery. Held senior budget responsibility, managed client relations, and oversaw development and administrative staff.
As interim COO for The UserTrust Network, a PKI Certifying Authority, integrally guided the technology startup, encompassing computer systems, financial and human management systems, security and change control.
Strategically directed the development and launch of a new Lotus Notes/DB2 software product, as interim EVP for Emerging Technology Solutions, in conjunction with IBM. Formulated the business plan governing the relationship between IBM and Emerging Technology. Garnered an award from IBM for building the best Internet-based application using Lotus Notes. Captured the attention of an investors group that purchased Emerging Technology for $10 million.
Designed, developed and launched an Internet-based inventory control system for a warehousing operation and furniture distributor serving leading national retailers.
SURGEWORKS, LLC 1996 to 1998 Director, Operations & Technology: Developed a complete information system for this technology consulting and IT staff placement firm to track all candidates, staff’s core competencies, client companies, and custom management
reporting. Additionally, recommended that SurgeWorks recalibrate its business model by branching into consulting and project management, and then staffing engagements with candidates in their system. Prepared and negotiated bids.
BEST CONSULTING 1994 to 1996 Director, GroupWare Technology Practice: Strategically directed the launch of the GroupWare division of this computer project management and consulting firm, and led the division to financial breakeven in less than 1 year. Formulated the strategic plan, recruited 8 consultants, and built vendor relationships with Microsoft and IBM. Drove new business development, and structured and delivered portfolios, programs, and projects for key accounts including Zions Bank Corp., Morton Thiokol (now Autoliv) and Micron International.
MANUFACTURING OPERATIONS, PRODUCTION CONTROL & PURCHASING/CONTRACTING EXPERIENCE 1984 - 1994
American Precision Manufacturing [Aerospace mechanical components manufacturer] - Operations Mgr;Lotus Mfg Corp [Incubator corp., directing operations of 6 subordinate enterprises]- Operations Mgr;Kao Infosystems [Manufacturer of computer diskettes and CD ROMs] - Director of Operations; Sperry Univac Corporation (Unisys) [Mainframe & Personal Computer manufacturer] - Expeditor/Buyer
Hired, Trained, Supervised up to 250 individuals in customer service, manufacturing, assemblage and warehousing.
Managed all company facilities and equipment, overseeing assets valued in excess of $90 million. Instituted computerized management information systems to support oversight of product manufacturing, mil-
spec quality and distribution, including all administrative, operating, marketing, financial analysis, and accountancy programs.
Negotiated and administered corporate contracts valued in excess of $19 million annually; bargained an average savings of 30%.
Managed inventory controls and production schedules, decreasing overhead burden from $1.9 million to $600 thousand in seven months by efficient use of computerized analysis to enhance JIT & MRP procedures.
Selected vendors and issued purchase orders in excess of $22 million. Administered all international supplier quotes.
MILITARY AND CIVILIAN GOVERNMENT SERVICE 1972 - 1984
Intelligence Operations Officer & Analyst - Japan Collected, processed & disseminated time-sensitive information through visual, auditory and technical means Researched periodicals Performed communications intercept Photographed documents, persons & facilities Used interview techniques for agent recruitment Employed specialized methods of entry into facilities, data bases Spotted, assessed, recruited, trained and managed individuals and networks used to collect information Produced reports on highly technical & abstract material in an clear, concise mannerSpecial Assistant to Secretary of Defense / Director, Electronics & Telecommunications Evaluation Center - Washington, D.C. Directed all operational and administrative functions of a multi-agency clandestine intelligence office Formulated plans and conducted missions using human & technical assets to obtain diplomatic and
military information pertaining to foreign communications capabilities and research & development activities.
Conceived, implemented and directed a national data storage and retrieval system containing information relating to worldwide research and development of communications and electronics technologies.
Communications & Human Intelligence Systems Analyst - US Army Security Agency / US Army Intelligence & Security Command - Worldwide Cryptography (message scrambling) Message traffic analysis (to determine military Order of Battle) Communications systems components, designs, features & functions, such as: transceivers, antennas,
facsimile, scramblers, cable/wire, broadcast, microwave, satellite, optical Non-communications systems, such as: data processing, imaging & storage
Interpreter, 4-Party Joint Military Commission - SE Asia Functioned as a delegate to a diplomatic mission; performed simultaneous interpretation for
negotiators & aviators during POW repatriation. Translator / Interrogato r - 509TH Radio Research Group, Technical Research Unit - Republic of VietNam Performed interrogations of captured enemy personnel, analyzed performance capabilities of seized
equipment, and translated documents. Determined the appropriate communications vehicle for reporting information in the most timely and secure
fashion, then issuing reports and conducting briefings for senior commanders. Magistrate - Circuit Court - 1977-79 - Falls Church, VA Received testimony Issued warrants, summons', subpoenas Determined terms of bond, bail or pre-trial confinement Remanded prisoners to custody Received pleadings in misdemeanor cases
APPOINTMENTS, COMMENDATIONS, SECURITY CLEARANCES
Received Senatorial appointment as Cadet, United States Military Academy, West Point, New York Appointed Circuit Court Magistrate - Falls Church, Fairfax County, Commonwealth of Virginia Appointed Special Assistant to Secretary of Defense – attached to National Security Agency Assigned as Interpreter to US Delegation overseeing repatriation of prisoners of war throughout Southeast Asia Security clearances included top secret, crypto/special intelligence, RODCA Combat decorations included Bronze Star Medal, Meritorious Service Medal, American Spirit Honor Medal
(civilian), Cross of Gallantry (Vietnamese), Purple Heart
EDUCATION
MASTER OF BUSINESS ADMINISTRATION, PROJECT MANAGEMENT EMPHASISNorwich University - 2008 Northfield, VTBACHELOR OF SCIENCE & ASSOCIATE OF SCIENCEUniversity of the State of New York (Excelsior College) - 1984, 1980 Albany, NY ASSOCIATE OF SCIENCE, ELECTRONICSUtah Technical College (now Salt Lake Community College) - 1982 Salt Lake City, UT
PROFESSIONAL TRAINING
STANFORD ADVANCED PROJECT MANAGEMENT CERTIFICATE (SCPM)Stanford University - 2008 Palo Alto, CAPROJECT MANAGEMENT PROFESSIONAL CERTIFICATION (PMP)Project Management Institute - 2008 Philadelphia, PABUSINESS STATISTICS / QUANTITATIVE ANALYSIS Harvard Business School - 2006 Cambridge, MA
TEACHING ASSIGNMENTS
Adjunct Instructor, Physics & Computer Science Utah Technical College (now Salt Lake Community College) Salt Lake City, UTDeveloper, project management exams for the BS, Business programWestern Governors University Salt Lake City, UTInstructor, Computer ApplicationsNew Horizons Computer Learning Center Salt Lake City, UTDirector & Instructor, Applied Business Studies Center The Bryman School Salt Lake City, UT
Business Management and Information Technology Projects; Publications & Articles
Industry Project Start Mo/Yr
Location Role(s) Project Financial Results
Banking Enterprise Data Warehouse
May 2005 to Present
SLC, UT Program Mgr Directed projects designed to save $100M+ annually.
Flooring & Carpeting
Accounting Software
Feb 2005 Pearl City, HI Project Director, Sr Consultant
Installed/Instructed Software
Home Health Care Providers
Pre-Sale Valuation & Job Costing
Feb 2005 Honolulu, Kauai, Maui, HI
Sr Consultant Cost Savings $62k - Sale pending
Food Brokers Accounting Software & Incentive Plan
Jan 2005 Honolulu, HI Sr Consultant, Programmer
$100+k savings - Implemented Incentive/Labor Plans
Convenience Store / Service Station
Sale Planning Dec 2004 Logan, UT Sr Consultant Cost Savings $116k - Implemented sale strategy
Consulting Engineering (Civil)
Profit & Expense Controls
Nov 2004 Salt Lake City, UT
Sr Consultant Cost Savings $181k
Glass Installers Financial Planning Nov 2004 Logan, UT Sr Consultant Cost Savings $17k - 2005 financial planning ongoing
Consulting Engineering (Aerospace)
Profit & Expense Controls
Oct 2004 Farmington, UT Sr Consultant Cost Savings 22.5k
Go-Kart Family Center
Sales & Marketing Oct 2004 Clearfield, UT Sr Consultant Implemented Marketing Plan
Oil & Gas Drilling Equipment Mfg
Job Costing, Labor Scheduling / Incentives
Oct 2004 Caspar, WY Sr Consultant, Programmer
Cost Savings $92.7k
Heavy Equipment Sales
Pre-Sale Valuation & Planning
Sep 2004 Farr West, UT Sr Consultant Cost Savings $44k
Industrial Filter Manufacturer
Acquisition or Merger Planning
Sep 2004 Manti, UT Sr Consultant Cost Savings $99.9k
Metals Testing Laboratory
Job Costing Sep 2004 Santa Clara, CA Sr Consultant Cost Savings $87.7k
Retail Furniture QuickBooks Installation / Instruction
Jul 2004 Lihue, Kauai, HI Evaluator, Instructor
Reconciled Financials
Automobile Rental Agency
Expansion Planning
Jun 2004 San Francisco, CA
Sr Consultant Cost Savings $293k - 1 new location
Cabinet Manufacturer / Installer
Profit & Expense Controls, Quality
Jun 2004 Cedar City, UT Project Director, Sr Consultant
Cost Savings $49k
Electrical Contractor
Job Costing, Estate Planning, New Business Startup Planning
Jun 2004 Waipahu, Oahu, HI
Sr Consultant Cost Savings $70k - New business plan ongoing
Resort Ponds / Fountains
Job Costing Jun 2004 Oahu, HI Sr Consultant Cost Savings $116k
Fire Prevention Expansion Planning
May 2004 Honolulu, HI Sr Consultant, Programmer
Created estimating/reporting program
Shipbuilder Job Cost Estimating - Bidding - Customer Quote Sheets
May 2004 Port Angeles, WA
Project Director, Sr Consultant
Built & installed programs
Sign Manufacturer / Installer
Sale May 2004 Salem, OR Sr Consultant Company sold $1.8M
Waste Disposal Org, Strategic Business Planning
May 2004 Kahului, Maui, HI
Sr Consultant Cost Savings $117k
Home Builder Financial Analysis & Accounting Software
Apr 2004 Sacramento, CA
Programmer, Instructor
Installed/Configured Financial Software
Jewelry Retail Inventory Control Apr 2004 Kauai, HI Sr Consultant Implemented Point-of-Sale
Chain system Office Supply Store
Succession Planning
Apr 2004 Hilo, HI Sr Consultant Cost Savings $72.58k - Implemented Succession Plan
C Store / Gas Station /Tavern / Casino
Budgeting Mar 2004 Parumph, AZ Programmer Reconciled Financials
Music Retail Store Profit & Expense Controls, Sales Commissions
Mar 2004 Logan, UT Sr Consultant Cost Savings $112.3k
Tea Wholesaler Financial Reporting
Mar 2004 Los Angeles, CA
Sr Consultant Cost Savings $21k
Child Care Center Expense Controls Feb 2004 Clearfield, UT Project Director, Sr Consultant
Cost Savings $23k
Law Firm Financial Planning Feb 2004 Colorado Springs, CO
Project Director Cost Savings $87k
Roofing & Siding Job Costing Feb 2004 Bellingham, WA
Project Director, Programmer
Cost Savings $14.5k - Developed Job Costing
Funeral Parlors Financial Planning Jan 2004 St George, UT Project Director, Sr Consultant
Cost Savings $51k
Garage Door Manufacturer / Installer
Acquisition Jan 2004 Bakersfield, CA Project Director Developed Pre-Sale Strategy
Highway Pavers Pre-Sale Valuation & Job Costing
Jan 2004 Red Bluff, CA Project Director Cost Savings $66.6k - Pending Sale
Medical Clinic Sale Jan 2004 Quartz Hill, CA Project Director Cost Savings $77.8k Petroleum Distribution
Profit & Expense Controls
Jan 2004 Modesto, CA Project Director Cost Savings $4.4M
Tour Bus Company
Maintenance & Schedule Planning
Jan 2004 Reno, NV Project Director Cost Savings $186k
Underground Cable Locators
Sale Jan 2004 Denver, CO Project Director, Staff Consultant
Cost Savings $54k
Airport Bldg Const Org, Process Controls, P/E, Quality
Dec 2003 Anchorage, AK Project Director, Sr Consultant
Cost Savings $13.4k
Automobile Body Shop
Organization & Operations Analysis
Dec 2003 St George, UT Project Director Cost Savings $84k - Implemented Expansion Plan
Custom Home Construction
Job Costing, Scheduling
Dec 2003 West Valley City, UT
Project Director Cost Savings $184k
Grocery Market Expense Controls Dec 2003 Haleiwa, Oahu, HI
Project Director Cost Savings $35k
Shop Vacuum Manufacturer
Job Costing, Scheduling, Sales Commissions
Dec 2003 Price, UT Project Director Cost Savings $44.47k
Tire Retailer Bankruptcy Sale Dec 2003 Fairfield, CA Project Director, Sr Consultant
Reconciled Financials - pre-bankruptcy
Anthropological Surveyors
Profit & Org Nov 2003 American Fork, UT
Project Director Cost Savings $174k
Cabinet Manufacturing / Installation
Organization & Operations Analysis + Sales/Mktng
Nov 2003 Fairfield, CA Project Director, Sr Consultant
Cost Savings $44.45k
Caterers Job Costing & Scheduling
Nov 2003 Calgary, AB, Canada
Project Director Cost Savings $27k
Electrical Contractor
Job Costing, Labor Scheduling
Nov 2003 Canmore, AB, Canada
Project Director, Sr Consultant
Cost Savings $63k
Flooring Sales & Installation
Expense Controls Nov 2003 Logan, UT Project Director, Sr Consultant
Cost Savings $66k
Landscaper Job Costing Nov 2003 Pearl City, HI Project Director Cost Savings $88k Plumbing & Heating
Bankruptcy Sale Nov 2003 Boise, ID Project Director Cost Savings $9k - Bankruptcy avoidance
Veterinary Clinic Sale Nov 2003 Waianae, Oahu, Project Director, Cost Savings $33k - Sale
HI Sr Consultant $1.46M Adolescent Rehabilitation Center
Expense Controls Oct 2003 Las Vegas, NV Project Director, Sr Consultant
Cost Savings $44k
Dental Practice Profit & Expense Controls - Expansion
Oct 2003 Riverton, UT Project Director, Sr Consultant
Cost Savings $63.4k - Developed expansion plan
Grocery Org, P/E, QB Oct 2003 Duchesne, UT Project Director Cost Savings $94k Home Security Organization &
Operations Analysis
Oct 2003 McMinnville, Oregon
Project Director Cost Savings $58k
Physical Conditioning & Therapy
Profit & Operations Analysis
Oct 2003 Heber City, UT Project Director Cost Savings $44.4k
Postal Re-mailer Expense Controls Oct 2003 Logan, UT Project Director Cost Savings $93k Tavern Profit & Expense
Controls Oct 2003 Saanich,
Vancouver, BC Project Director Cost Savings $11.6k
Automobile Dealership
New Opening - Operational & Management Planning
Sep 2003 Nelson, AB, Canada
Project Director Cost Savings $136k
Automobile Repossesors
Profit & Expense Controls
Sep 2003 Concord, CA Project Director Cost Savings $175k
Computer Retail Store
New Outlet Expansion Planning
Sep 2003 San Luis Obispo, CA
Project Director Cost Savings $16.66k - Open new outlet
Freight & Food Distribution
Costing & Scheduling
Sep 2003 Victoria, BC, Canada
Project Director, Staff Consultant
Cost Savings $117k
HVAC Sale Sep 2003 Victoria, BC, Canada
Project Director, Sr Consultant
Cost Savings $87.8k - Sold $1.4M
Restaurant Position for Sale or continued operations
Sep 2003 Camarillo, CA Project Director Cost Savings $19.8k - Sale withdrawn
Steel Fabricator Expansion Planning
Sep 2003 Bakersfield, CA Project Director Developed Expansion Business Plan
Blood Collection / Distribution
Statistical Analysis
Aug 2003 Phoenix, AZ Project Director Cost Savings $1.46M
Electronic Circuit Board Mfg
Profit & Operations Analysis
Aug 2003 Anaheim, CA Project Director, Sr Consultant
Cost Savings $37k
Home Construction
Job Costing, Scheduling
Aug 2003 Brentwood, CA Project Director Cost Savings $144k
Hotel & Restaurant Resort
Sale Aug 2003 Sand Point, ID Project Director Cost Savings $67k - Sold $2.7M
Landscaper Job Costing, Scheduling
Aug 2003 So. Lake Tahoe, NV
Project Director Cost Savings $54.7k
Marble & Tile P/E Aug 2003 Los Angeles, CA
Project Director Cost Savings $70.8k
Sculptor Organization & Operations Analysis
Aug 2003 Heber City, UT Project Director Cost Savings $41k
Air & Land Courier Svc
Acquisitions / Mergers / Expansions + Org, P/E
Jul 2003 Vancouver, BC, Canada
Project Director Cost Savings $890k, expanded 4 nodes
Automobile Body Shop
Profit & Expense Controls, Job Costing
Jul 2003 Woodinville, WA
Project Director Cost Savings $56.6k
Dairy Laboratory Expense Controls Jul 2003 Tulare, CA Project Director Cost Savings $46.6k Ice Cream Store Sale Jul 2003 San Marcos, CA Project Director Cost Savings $56.1k - Sold
$.5M Landscaper Job Costing Jul 2003 Rocklin, CA Project Director Cost Savings $43.7k Pharmacy Pre-Sale
Valuation Jul 2003 Lacey, WA Project Director Cost Savings $48.5 -
Developed Pre-sale Strategy
Residential & Commercial Gate Mfg
Profit & Expense Controls + Accounting Software
Jul 2003 Valley Center, CA
Project Director, Sr Consultant
Cost Savings $102.3k
Aerospace Component Mfg
ISO 9xxx QA Implementation
Jun 2003 Ontario, CA Project Director Cost Savings $105k - Implemented QNA
Auto Body Shop Profit & Operations Analysis
Jun 2003 Woodside, WA Project Director Cost Savings $71.8
Chrome Wheel Wholesaler
Sale of Business Jun 2003 Anaheim, CA Project Director Cost Savings $11.5k
Consulting Engineering (Civil)
Merger Jun 2003 Edmonton, AB, Canada
Project Director Cost Savings $22.5k - Merged
Label Printers Profit & Expense Controls, Sale Planning
Jun 2003 Anaheim, CA Project Director Cost Savings $97.2k
Resort Hotel & Restaurant
Sale Jun 2003 Springville, CA Project Director Cost Savings $82.2k - Sale Pending
Steel Building Manufacturer / Builder
Job Costing Jun 2003 Porterville, CA Project Director Cost Savings $163k
Steel Coating Fabricators
Job Costing Jun 2003 Salt Lake City, UT
Project Director Cost Savings $123k
Used Car Dealership
Accounting Software
Jun 2003 Sherman Oaks, CA
Instructor Implemented Accounting System
Automobile Body Shop
Expense Controls, Scheduling
May 2003 Anchorage, AK Sr Consultant Cost Savings $85k
Fishing & Canning Business Closure May 2003 Blaine, WA Project Director Cost Savings $196k Oilfield Construction
Sale May 2003 Lloydminster, AB, Canada
Project Director, Sr Consultant
Cost Savings $119k - Sold $5.6M
Towing Operation Sale May 2003 Elko, NV Project Director, Sr Consultant
Cost Savings $36k - Developed Pre-Sale Strategy
Grocery Market Sale Apr 2003 Lake Havasau, AZ
Project Director Cost Savings $16k - Sold at loss $900k
Grocery Store & Diner
Sale Apr 2003 Bremerton, WA Sr Consultant Cost Savings $84.9k
Consulting Engineering (Civil)
Job Costing Mar 2003 Olympia, WA Sr Consultant, Programmer
Cost Savings $126.7k
Convenience Store
Sale Mar 2003 Vernon, BC, Canada
Sr Consultant Cost Savings $20.9k
Roofing & Siding Organization + Profit/Expense Controls
Mar 2003 Calgary, AB, Canada
Sr Consultant Cost Savings $189k
Furniture Manufacturer
Expansion Planning
Feb 2003 Salt Lake City, UT
Staff Consultant Cost Savings $17k
Trucking Company
Expansion Planning
Feb 2003 Bountiful, UT Sr Consultant Cost Savings $260k
Motorcycle Dealership
Position dealership for sale or expansion
Jan 2003 Manassas, VA Staff Consultant $39.5k cost savings
Travel Agency Expansion Planning, Sales & Mktng
Jan 2003 Vancouver, WA Sr Consultant Cost Savings $39.9k
Convenience Store
Due Diligence Dec 2002 Red Deer, AB, Canada
Business Analyst Generated Valuation Report
Sand & Gravel Wholesaler
Due Diligence Dec 2002 Manti, UT Business Analyst Generated Valuation Report
Commercial Flooring Installer
Due Diligence Nov 2002 Ferndale, AB, Canada
Business Analyst Generated Valuation Report
Gymnastics Due Diligence Nov 2002 Salt Lake City, UT
Business Analyst Sale consummated
Lumber Mill Due Diligence Oct 2002 Coos Bay, OR Business Analyst Generated Valuation Report
Marine Equipment Wholesaler
Due Diligence Oct 2002 Vancouver, WA Business Analyst Generated Valuation Report
Marine Safety Inspections
Due Diligence Oct 2002 Portland, OR Business Analyst Generated Valuation Report
Plumbing Due Diligence Sep 2002 Astoria, OR Business Analyst Generated Valuation Report
MAJOR INFORMATION TECHNOLOGY PROJECTS
Micron International [computer chip manufacturer] Managed enterprise-level, multiple-location project for systems' architecture, database development and consulting services.Emerging Technology Solutions, Inc [software development company] Managed all aspects of bringing to market a new Lotus Notes/DB2 software product, in conjunction with IBM. Responsibilities included overseeing product design, programming, testing, sales and marketing and distribution..The Usertrust Network [a public key infrastructure “Certifying Authority”] Planned, implemented and managed all aspects of start-up operations, including plans for sales & marketing, security, change control, disaster recovery, policies and procedures, contract administration, procurement, facilities and customer service.First Security Bank (now Wells Fargo) Managed loan application database projects.Altres Financial Managed, designed and developed Lotus Notes-based financial loan tracking & sales force management project.American Express - Travelers Check Operations Center Sales engineer, project manager, architect and developer for database system used to track worldwide employee benefits and retirement packages.EF Funding [a mortgage brokerage]Managed and developed interactive, Lotus Notes-based Web site for loan applications, employing Lotus Notes/Domino, Javascript, HTML.OnePipeline.Com [On-line mortgage loan processing company]Marketed, managed and integrated digital signature certificates into the online system. Morton International, Inc. (now Autoliv) - Automotive Safety Products DivisionManaged enterprise-level, multiple-location, Lotus Notes/Domino project for systems' architecture, database development and consulting servicesMDSI Physician Group, Inc. [a medical records transcriber and disability claims processor] Developed and managed Internet database used to securely transmit, track and store patient medical records. Created HIPAA educational program for users of online software system. Provided PowerPoint demonstrations on the usage of digital signatures and public key infrastructure practices.Trained technical staff, transcriptionists and physicians.Western Governor’s University - Graduation Certification Test Developer Developed Project Management examinations for Bachelor of Science In Business candidates.Kimball Electronics, Inc. [an electronics components distributor and manufacturerDeveloped, managed & administered e-commerce Web site, employing Lotus Notes/Domino, Javascript, HTML.Market Star [Technical sales force leasing for high-technology companies]Managed, programmed and implemented database project for nationwide recruit tracking system.Eisenkorn V+ A, Berlin, Germany [an environmental awareness products manufacturer] Managed and developed e-commerce Web site, employing Lotus Notes/Domino, Javascript, HTML.Events By Iris [an events planning and coordinating service]Managed and developed e-commerce Web site, employing Lotus Notes/Domino, Javascript, HTML.Recruiter Planet [an information technology staffing and recruiting company] Managed and developed interactive Web site, employing Lotus Notes/Domino, Javascript, HTML.E&E Publishing [an environmental newsletter publisher] Managed and developed interactive Web site, employing Lotus Notes/Domino, Java, Javascript, HTML.Designer Moving & Storage – Inventory transportation & warehousing co.Developed, managed & administered Web-based inventory tracking database
Designed & developed fully-interactive Web & desktop business software and e-commerce applications, using Lotus Notes Domino, Java, JavaScript, HTML, DHTML, XML, Visual Basic, PaintShop Pro designed. Listed below are a few representative applications: (Click on link to view demo' - optimized for viewing in MS Internet Explorer)
Electronics Components Distribution and Manufacturing Retail & e-Commerce Web site for Affiliate Marketing Program Medical Records Repository Online Mortgage Loan Application Public Key Infrastructure (Digital Signatures) Online Newsletter Publishing & Subscription Service
PUBLICATIONS & ARTICLES
· Establishing Standards for Protection & Dissemination of Consumer Data – Securing and disseminating Personal Data in an Online Mortgage Loan Processing System; National Association of Realtors - May 2000
· Risk/Security Assessment and Support Services – Support Functions of a Public Key Infrastructure Company; SignOn Line Corporation - November 1999
· The REM Business Strategy Plan – A Guide to Developing Your Company’s Business Plan; Mountain High Development and Distributions - July 1995
· Creating a 5-Year Marketing Plan Using MIS Resources; Morton International - June 1994· What it Takes to Manage a Manufacturing Facility; Utah Manufacturers Association - August 1991· Project Asia – Ways and Means for Founding an Office & Developing a Corporate Relationship in Japan;
INTRIN Publishing, Israel - February 1983