With over 16 years of experience as a Professional Services leader in the Microsoft Dynamics ERP Content Management and Business Process Automation field, a consistent commitment to customer success and continuous improvement has been demonstrated. Significant involvement in collaborating with talented, collaborative, and success-driven individuals has led to the delivery of exceptional results to clients. Expertise extends to PMO leadership, Scrum, software project management, and various aspects of Microsoft Dynamics ERP.
Strong ability to lead and mentor high-performing teams is a source of immense pride, fostering their growth and success. Significant contributions to departmental revenue growth and pre-sales processes enhancement have been achieved through close collaboration with product management teams. A track record of spearheading effective solution delivery models, from on-premise to SAAS cloud solutions, and successful expansion of sales channels through strategic alliances within the Microsoft Dynamics ERP reselling VAR channels is evident.
Future career objectives encompass ongoing innovation in AI and Business Process Improvement, maintaining a strong focus on customer experience, and ensuring swift ROI delivery. The belief in the power of strong client and partner relationships remains, with a dedication to assisting organizations in thriving within an ever-evolving business landscape.
Overview
25
years of professional experience
2
Languages
Work History
Paymerang
Richmond, VA
Vice President - Professional Services
04.2023 - Current
Job overview
Collaborated and trained existing executive team for all aspects of PMO operations management
Trained key staff members on product delivery process
Coached existing PMO staff through acquisition for on-going success
Facilitated seamless transition strategy of product and its Professional Services delivery team to new acquiring Company
Collaborated on operational tools review for consolidation decisions
Crafted and delivered key customer and partner communications of acquisition to ensure business continuity during transition
Collaborated with executive team strategizing future business product planning
Developed remote team relationships with key managers and teams to ensure good cross-pollination of skills was visible and leveraged.
Enchoice
Tempe, AZ
Vice President - Professional Services
01.2018 - 04.2023
Job overview
Oversaw the Project management Organization (PMO) with Project Managers and technical developer delivery team in this critical leadership role addressing the business’s needs for project resource and capacity planning, forecasting & financial reporting
Managed key client & Microsoft Dynamics Partner relationships, established project priorities and reviewed alignment within executive team and business’s goals
Strategically transitioned product and services to Software As A Service (SAAS) delivery model and pricing from perpetual to subscription resulting in higher business Annual Recurring Revenue (ARR) in years 2-3 beyond initial transition
Streamlined SAAS product delivery process resulting in faster ROI for clients and high yielding customer satisfaction scores
Delivered pre-sales architecture analysis guidance and strategy for existing customer base to “Lift & Shift” to new SAAS cloud model and product
Managed PMO project book (backlog) of up to 100+ client project across 5 direct reports
Fostered culture of continuous improvement within the delivery process and it’s customer facing and internal teams touchpoints, driving efficiency and effectiveness whilst enhancing service delivery experience.
ImageTag
Tempe, AZ
Vice President - Professional Services
01.2007 - 01.2018
Job overview
As the leader of Professional Services since joining ImageTag, I assumed the responsibility of recruiting, training and retaining a well-developed talent pool to grow the business
Reporting to the CEO and working closely cross-functionally with both Sales, Marketing and Product Development leadership teams
Provided close air support for all new inbound business, and crucial Microsoft Dynamics Partner and Customer feedback for on-going product refinements
Strategically transitioned business from a patented paper to digital Document Capture Company with success in legal Case Management integrators; Hummingbird & Interwoven and “Receipt Digital Filing” data center with Infor integrations, to a laser-focused Content Management and later Business Process Automation Platform for the Microsoft Dynamics ERP Suite(s)
This strategic pivot provided necessary client and revenue growth paths and defined our go forwards mission
Implemented ground-up Project Management Organization (PMO) via Salesforce.com providing resource planning, budgeting, forecasting and key metrics management visibility
Grew Professional Services Gross Margins from single digits to double digits, averaging 30%+ annually
Mentored and led Professional Services Consultants and Business Analysts to average more than 80% Utilization
Managed team of developers engaged in customized application development for document management software, and oversaw all aspects of SDLC including scheduling, resource planning, reporting, tracking, and delivery
Created & delivered Microsoft Dynamics Partner reseller VAR network on-site KwikTag product delivery training center curriculum to expand the KwikTag delivery team beyond ImageTag and allow Microsoft Dynamics VAR Partners to create in-house KwikTag delivery practice expertise
Personally managed sales, design and implementation of thousands of customers resulting in high customer satisfaction scores and business process improvement via software automation adoption
Well-travelled Internationally for rollouts of KwikTag for Dynamics based in Australia, United Kingdom, Bermuda, Barbados , U.S
Canada alongside key local Dynamics Partner resources
Forged Company and KwikTag product brand dominance within Microsoft Dynamics Reseller Partner Channel via annual “Convergence” presence (Today’s Microsoft “Summit” Conference) resulting in several years of Company’s highest bookings rates.
eFinitive
Montreal, QC
Professional Services Consultant
01.2006 - 01.2007
Job overview
Microsoft Dynamics integrated start-up), Co-developed product and delivery process of industry 1st embedded Microsoft Dynamics ERP Navision (NAV) document management concept to market
Leveraged strategic partnership with U.S
Based Company ImageTags “KwikTag” document management platform, SDK & integrated code/mapping blueprint to form a GTM toolkit
Success from Microsoft Dynamics Navision (NAV) integration applied to further expansion into Microsoft Dynamics ecosphere with Great Plains (GP) integrated document management and new “modular” solution suite offering
Collaborated & defined advent era of “Digital Transformation” brought to the Microsoft Dynamics SMB market via well established strategic reseller partners, Microsoft Dynamics VAR channels
Pioneered Microsoft Dynamics embedded content management capture product innovation from POC infancy to market delivery
Developed project implementation guidelines/collateral for successful customer implementations standards through go live
Facilitated sales cycles with technical acumen leading to winning and implementing the first 50+ clients
Personally travelled to clients’ on-site implementations and created best practice consulting guidance, technical implementations, design, training/enablement through go live
Nurtured Microsoft Dynamics Partner VAR channel to ensure confident relationships were built and foundations of trust were maintained to develop original reseller channes
Assisted with “eFinitive” Company sale to partnering Company “ImageTag, Inc.” and emigrated to the U.S
To continue a product dominance strategy reforming existing “Professional Services” organization.
OnX Enterprise Solutions
Montreal, QC
Manager of Information Systems
01.1999 - 01.2006
Job overview
Rose through the ranks through the following M&As.
Professional Services Consultant - Necho Systems Corp. (formerly Acceleron), Montreal, Quebec, CA
Manager, Information Systems – Acceleron (formerly Momentum Business Solutions), Montreal, Quebec, CA
Network Administrator - Momentum Business Systems, Montreal, Quebec, CA
Education
Microsoft Learn
Certificate of Technical Studies from Microsoft Certified Professional Dynamics Navision
SystemHouse
Montreal, QC
Certificate of Technical Studies from Microsoft Certified Systems Engineer (MCSE)
Dawson College
Montreal, QC
Certificate of Technical Studies from Professional Photograph
Skills
PMO Leadership
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Timeline
Vice President - Professional Services
Paymerang
04.2023 - Current
Vice President - Professional Services
Enchoice
01.2018 - 04.2023
Vice President - Professional Services
ImageTag
01.2007 - 01.2018
Professional Services Consultant
eFinitive
01.2006 - 01.2007
Manager of Information Systems
OnX Enterprise Solutions
01.1999 - 01.2006
Microsoft Learn
Certificate of Technical Studies from Microsoft Certified Professional Dynamics Navision
SystemHouse
Certificate of Technical Studies from Microsoft Certified Systems Engineer (MCSE)
Dawson College
Certificate of Technical Studies from Professional Photograph