SUMMARY

Senior Consultant with focused experience in document process improvement and information access technologies. Expertise in integrated com­puter applications of enterprise content management (ECM), forms management, and document management (EDM) solutions. Key positions held in strategy definition, needs analysis, user requirements and project definition, project implementation, services delivery, training, and customer support. Possesses an excellent balance of industry, technical, and marketing knowledge. Highly knowledgeable of both the end-user and vendor solution environments.

SPECIALTIES

Document process improvement through the application of information and advanced document technologies including: Content Management, Image Management, and Forms Management Systems, Workflow applications, Workgroup Collaboration, intelligent PDF Document Applications, Print Merge and e-Forms Processing Systems, Digital Media applications and Internet/Intranet Website Publishing. Professional Services experience involves cloud computing, client/server, and personal computer environments.

INDUSTRY

Very knowledgeable in the financial services industry segment including  expertise in banking, insurance, and software service organizations. Significant work experience in both Commercial and Consumer Mortgage Banking lending operations at two large nationwide banks. Strategy Consulting experience and Professional Services delivery to the manufacturing market sector. Highly involved and frequent speaker within business trade organizations concerning electronic forms, document managment, and corporate publishing strategies. Previous Director-at-Large of the Business Forms Management Association (BFMA), Dallas/Fort Worth Chapter. Received Regional Service Award and Chapter Merit Award for dedicated Service, Commitment, and Contributions to BFMA activities during 1998 and 1999.  Served as a Board member of the local chapter of Association of  Information and Image Management (AIIM)

APPLICATIONS

Experienced in the project management and services implementation of industry leading electronic content management and document processing software solutions including FileNet, SharePoint, Adobe Forms, Office365, and EFS eMerge.  Application expertise involving PDF, HTML, XML, and SQL database access and presentation technologies.

TRACK RECORD 

Formally recognized as a high performance professional with strong management qualities to assure success in a variety of assignments. Excellent communication skills with the ability to work at senior and operational management levels .

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