I invite you to review the case studies of representative clients and delivered results. I'm proud of these relationships and of what we've accomplished together.

• Planitax
• Rolling Thunder
• Empro

In addition to these clients, my employee experience includes:

• Ninth House Network
• PeopleSoft
• Andersen Consulting

---

• Founder was initially interested in assistance in structuring and managing an alliance with a Big 4 accounting firm. Project quickly expanded to include corporate strategy, product vision, fundraising presentation, attracting the management team, and marketing.

• VC fundraising
• Company vision & strategy
• Market analysis
• Product marketing
• CRM implementation
• Alliance strategy & relationships
• Demand generation
• Sales enablement
• Services strategy
• Interim executive

• Developed product vision/roadmap, prepared and co-presented at over 70 VC meetings. Served as interim VP Marketing & Business Development on a part-time basis. Defined sales process, sales tools, and lead generation events. Implemented Salesforce.com and evaluated Siebel OnDemand. Developed positioning and messaging; defined services; and created pricing model, ROI model, and website. Supported new product road show to 35 VP's of tax.

• Closed $7M VC funding round in the most difficult VC fundraising environment in decades.
• Supported direct sales force in closing 8 new customers.

  Top^

• Entrepreneur needed assistance building business plan, creating investor presentation, attracting management team, and developing alliance strategy and go-to-market plan.

• VC fundraising
• Company vision & strategy
• Market analysis
• Product marketing
• Alliance strategy & relationships

• Assisted with development of VC presentation slides and business plan. Developed alliance strategy and met with prospective partners. Presented with founder and other members of the management team.

• Received term sheet from top tier VC firm.

  Top^

• CEO requested assistance with business plan for hospitality industry solution, and with seeking initial round of funding.

• VC fundraising
• Company vision & strategy
• Market analysis
• Product marketing

• Conducted primary and secondary research. Developed business plan and investor presentation. Located and interviewed former industry executives who could explain industry and business challenges to client.

• Client saved hundred of thousands of dollars

  Top^

In addition to these clients, my large software company and IT "employee experience" and results include:

• Created alliance strategy for over $4B ecosystem of 250+ partners during PeopleSoft's rapid growth, from 1996-1999.
• Created Global Consulting Alliance program simultaneously with the Big 5 accounting firms
• Grew third-party PeopleSoft implementers from 2,000 to 20,000.
• Created new software alliances team and processes.
• Managed new market development into Financial Services, Retail, Japan.
• Hired and managed staff of 50.

• Managed product strategy team of 10 in creating 6 new financial products
• Defined product marketing and sales support operations.
• Grew revenues from $7M to over $100M in 3 years.

  Top^

• Developed alliance strategy
• Developed and managed over 15 alliances with technology providers like Microsoft, Cisco, Saba, Docent, KPMG Consulting and IBM, and management gurus such as Ken Blanchard.
• Provided marketing and sales support.
• Personally closed customer contracts with KPMG Consulting and CEMEX.
• Managed business development team of three.

  Top^

• Managed over 15 enterprise IT projects in 11 years across a variety of industries, including manufacturing, financial services, government and utilities.
• Implemented portfolio accounting systems, CRM systems, billing systems, tax systems, logistics systems, mortgage loan origination systems, and accounting systems.
• Managed teams of up to 50 programmers, analysts and managers.