Current and recent client experience include:
California Association of Realtors
Performed Information Technology Assessment, selection of ERP, design and programming of eCommerce platform, integration of applications.
American Tours International
ERP upgrade project management.
Budget Finance Company
Ongoing involvement in strategic, operational and business planning for this specialized mortgage lender.
Private equity groups
Involved with several large private equity groups and family interests in identifying, analysis, and acquisition of new private equity investments and business opportunities.
Torn & Glasser
New warehouse and manufacturing facility construction project management assistance. WMS confirmation and implementation.
Quality Assurance and confirmation of the selection of CRM and Content management solutions. Selection of CRM vendor. Selection of ERP application and implementation assistance.
The Bekin Group
Ongoing advice and consulting relating to multi level real estate asset and property management system selection and implementation.
ADT Security Services
Strategic and business review relating to Customer Service Relations. Project designed CRM organization and infrastructure for the Southern California region of the company.
Salus Surgical Group
Selection and implementation of accounting application and billing system analytics application for this major health care provider.
Major International Non-Profit Organization
Software Design, Selection and Implementation Project Management of telephony, accounting, Retail, Web-based Order Entry and CRM applications for this not-for-profit with multiple US and International locations.
Reported to the chairman and vice chairman of the holding company of MGM Grand Hotels and Casino. Provided strategic and detailed level assistance relating to integration, consolidation, reengineering of infrastructure, systems and management.