Sales Logix CRM Implementation
Managed a team of four people in the installation and extensive customization of the Sales Logix software. Planned and directed the data conversion efforts and import of several purchased prospecting databases. Developed interface to external data sources. Conducted training seminars at various locations throughout the United States for the sales force.
We made extensive customizations to this Delphi based product. This involved an intensive period of training for the programming team to learn the internal structure of the product. I also led a number of training sessions teaching the team the basics of Delphi.
Additionally, I developed a custom module for Sales Logix and a series of Excel macros and VBA modules which facilitated the exchange of data between a large number of custom spreadsheets used by the sales force and Sales Logix. This saved hours of re-keying and preserved the accuracy and integrity of the data.
Categories: Projects Tags: Access, Conversion, DATABASE, Delphi, eCommerce, Excel, Oracle, SQL Server, Windows
CRM Software Selection
Working with senior-level management, developed the criteria and features selection matrices required for the evaluation of several different CRM software solutions for an eCommerce firm. Led the team in evaluations of the various packages and worked with management to select the winning solution.
Categories: Projects Tags: eCommerce, Project Manager, Windows
Knowledge Transfer and Migration Plan
Developed a knowledge transfer plan for a large insurance firm designed to bring their existing staff up to date on the latest web-based technologies. My efforts were instrumental in turning around a delicate contract problem. Also supplied planning services for establishing a national help desk.
This was an especially difficult and challenging project. I was approached with an urgent need by a contracting firm I had worked with several times. They needed someone with mainframe, PC and Web knowledge to replace a contractor who had walked off the job as the project was nearing completion.
Only after I arrived and was being asked some curious questions did I find out that I was replacing an internationally acclaimed expert in the field. A published author who had made several presentations at conferences across the globe. Needless to say, I had a steep learning curve to catch up with my predecessor. In addition to a four hour “commute.”
Despite all the cards stacked against me, I did what it took to successfully complete the task and got a nice little bonus from the firm for an outstanding job.
Document Scanning System
Designed and managed the implementation of a system for a large government contract that would allow our firm to receive scanned images of documents, display them on screen and allow operators to key from image. Images were wither served from a centralized server, or via CD-ROM from the individual workstation, depending on how they were received.
Categories: Projects Tags: Access, DATABASE, Document Imaging, Graphics, SQL, SQL Server, Windows
Telemarketing Help Desk
Take over the daily management of this group of seven individuals at two call centers. Upon my arrival the operations were in shambles, the group frequently drew the ire of top management and many experienced staff had left the firm.
Upon analysis it became clear that there were no formal procedures or systems in place to address management concerns. I instituted a turnaround plan that dramatically increased the overall performance of the group.
Within six months of taking over, this group was frequently praised in meetings of C-level executives for their outstanding performance.
Categories: Projects Tags: Management, PERSONNEL, SQL Server, Windows
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