
- An organizational assessment and recommendations of their people, processes, and systems (ERP, CRM, PSA)
- A solution to fix their historical data issues and a proactive process to eliminate future data duplications
- A process for prioritizing all their business process and system enhancements based on monthly priorities in the business
- An operating model that scaled with their new merged business
- Conducted an assessment, gaps, and recommendations across Customer Service, Finance, Account Management, Sales and IT
- Renegotiated their product contracts for lower costs and right-sized licensing needs to match their business
- Built an ongoing IT platform inventory, contract repository, and budget
- Built a metadata map and solution architecture map for the purposes of identifying authoritative sources of data and enhanced integration
- Built a monthly sprint plan model to deliver key business and technical solutions throughout the organization
- Coached the leadership team to partner on business trade-off decisions
- Put a global Change Advisory Board (CAB) in place
- Cleaned ‘dirty’ data that migrated over as part of the acquisition and developed an ongoing data reconciliation process
- Built integration across their ERP, CRM, and PSA systems
- Implemented an incident process in place to tackle emergency and priority impacts to their ERP, CRM, PSA systems
- Implemented a change management process in place to gather requirements, conduct an impact assessment and plan enhancements to ERP, CRM, PSA systems in monthly releases.



- Improved business processes across finance, sales and customer service areas
- Integration across Netsuite, Service Now, Open Air and Salesforce
- Transparency to business data
- Team ownership and accountability
- Reduction of cycle time, costs and defects
