Executive Overview: National Business Advisors is a Consulting organization, focusing on helping businesses with operational improvements. National Business Advisors provides and implements business solutions and strategic plans including marketing and sales strategy, technology needs, CRM and ERP implementation, organizational structure, financial improvements, supply chain improvements, and implementation of key metrics.

Financial & Strategic Success
• Improve production efficiencies
• Develop inventory process and reductions
• Provide documentation for order-to-cash process
• Create data management and analytics structure
• Design and implementation of Salesforce.com CRM
• Develop and implement marketing strategy that includes SEO, SEM, Direct Marketing, Digital Marketing, Press Releases, Website Design and Public Relations
• Development of organizational restructuring and reporting hierarchy
• Creation of Human Resource structure

Executive Overview: CHD is a Global Technology company in the foodservice industry providing data solutions and science to food, beverage, equipment and service organizations to improve marketing and sales results. Responsible for all facets of the organization for North and South America including Finance, Sales, Marketing, Data Management and Customer Service.

Financial & Strategic Success
•Developed & managed a $10 million budget in all areas of the organization including capitol, increasing revenues over 30% year-over-year for 9 years and increasing profitability by over 400%
•Participated in data compiling, analytics, key metrics, and data science for clients
•Implemented Quickbooks with integration to Salesforce.com CRM
•Developed and implemented a human resource strategy
•Developed CRM & Sales strategy for sales, marketing and account management
•Implemented strategic marketing plans to increase brand awareness

Executive Overview: Allscripts is a healthcare EMR/HER software provider in healthcare. Directed a $50 million national sales and service department providing medical technology solutions and medication dispensing products to 2400 physician practices, clinics and hospitals in the healthcare industry with JIT service needs.

Financial & Strategic Success
•Developed and implemented a strategic plan to restructure department and realign resources to enable a clear focus on sales and service activities
•Increased profit margin by $720,000 per year
•Reengineered and developed SOP's in areas of data processing, supply chain, order fulfillment, contract processing, returns, complaints, order process, inventory management, JIT service commitment process, call routing/processing, and product pricing guidelines
•Lead efforts to implement a market price increases with an annual margin impact of over $1.4 million

Executive Overview: Directed the entire global customer service department for this $1 billion flexible packaging manufacturer servicing 1600 customers in the consumer-packaged-goods market. Lead a team of 100+ personnel with a $10 million-dollar budget to establish a "world class" service organization. Implemented long-term growth objectives by identifying improvements and implementing best practices in customer service.

Financial & Strategic Success
•Authored and executed a business plan for the centralization and startup of the entire customer service organization from 11 decentralized locations to 1 single location and the integration of 2 acquisitions; recruited 99% replacement employees, decreasing head-count by 25% and reducing department costs $2.9 million without an impact on customers or organization
•Implemented customer service metrics and improvement strategies that included on-time delivery, quality, and accuracy, driving service levels from 69% to 84.9%

Executive Overview: Directed all distribution and service activities in the Midwest for this $200 million ISO9000 industrial fluid sealing manufacturer, including customer service, supply chain, logistics, distribution, technicians, and accounting. Responsible for all financial reporting and P&L management. Lead negotiations for lucrative and long-term contracts in the power, refinery, steel and chemical industries.

Financial & Strategic Success
•Improved operational and P&L performance through top-line growth initiatives and overhead reductions, with net margins going from a 21.5% loss to a 10.5% gain in 3-years resulting in a $2.3 million gain
•Increased revenues through the redevelopment of sales, implementing marketing campaigns, tradeshows, seminars, deployment of a service department, inventory reductions and service improvements
•Decreased inventory levels by 60% in 3-years
•Authored and executed a business plan to relocate business and implement SAP ERP.