Employment / Project History

Managing Director, Idea Builders Inc, Toronto, Ontario (Periodically from 1998 to Present)

• Bring to Marketing a Microsoft Certified solutions consultancy (Dynamics & Small Business Competency)
• Lead sales/pre-sales, marketing, business dev, project portfolio management & service delivery activities
• Act as Technology advisor to evaluate, propose, plan, and deliver process/technology (Service Delivery/CRM, eCommerce, Portal/Content Management, BI/Analytics, Enterprise Application Integration, Business Process management & Infrastructure) solutions to support business activities.
• Nurture, build and maintain client, vendor and partner relationships (e.g. Microsoft & partner community: c360, TenDigits)
• Recruit, hire, and manage vendors and contractors (local / offshore) to deliver on client’s business needs

Awarded Project Summary

	Project Manager & Principal Consultant QLogitek (B2B / Supply Chain Systems) Toronto: July to Sept 2007 (Project I) Toronto: Sept to Present (Project II)	Research, propose and deliver all aspects of an integrated multi-phased service delivery platform (policy, documents,& solutions) for all functional units (marketing, sales, orders, call center/cases, rollout/project delivery); Built on Microsoft CRM, SharePoint 2007, Reporting Services, AD/Exchange, and BizTalk 2006.
	Project Manager & Principal Consultant Procom Consultants Group (Staffing) Toronto: Feb. to July 2007 (Project I) Toronto: Sept 2007 (Project II)	Propose Service Delivery/CRM utilization roadmap. Evaluate, plan, & implement improvements on Microsoft CRM, & SQL Server 2005, .NET 2.0, reporting services solution. Integrate financial, recruiting and service delivery platforms End user / technology training to increase knowledge
	Principal Consultant Innlogix (Hotel IT Services) Montreal: Aug – Sept 2007	Propose and delivery .NET automation extensions to Microsoft CRM for service scheduling and payments.
	Solution Architect Burntsand (Consultancy) Toronto / Chicago: Feb. to Sept 2007	Provide subject mater, solution architecture and infrastructure guidance to Burntsands and clients (a leading Canadian and a leading American Health Care association and Education program management firms) on custom Microsoft CRM, SharePoint 2007, Reporting Services, AD/Exchange 2003, & InfoPath 2007 solutions.
	Principal Consultant Team Task Force Marketing Toronto: December 2005 to Present	Purpose, plan & deliver strategic technology solutions to business owners: CRM (Act) solution; Migrate web hosting infrastructure to support online presence.
	Project Manager Essilor (Eye Care Manufacturer) Toronto: February 2007	Research/Propose Enterprise Integration & Data Management solution (BizTalk 2006/SQL Server 2005) for automated manufacturing orders
	Project Manager & Principal Consultant Vision Financial Markets (Capital Markets / Futures) New York: Aug 2006 to January 2007	Negotiate advice, plan, architect, design & implement (via remote access / telecommuting) a custom Microsoft CRM solution including Scribe ETL, c360 & Avaya Call Center extensions.
	Project Manager Systemgroup (Consultancy) Mississauga: April to December 2006	With business owners/executive team contribute to strategic growth initiatives, presales (project initiation) and proposal (project planning, RFPs) activities. Key accounts HSI (property management), CAA, Credit Valley Hospital and Meridian Credit Union. ($5MM revenue; 20+ consultant organization) Using .NET 2.0/3.0, Office 2007 and SharePoint 2007 technologies.
		Deliver all aspects of upgrade and redeployed consultant portal (SharePoint 2007)
	Program Manager Meridian Credit Union (Under Systemgroup) Southern Ontario: April to Dec. 2006	Research, proposal & deliver a strategic Integrated Services Desktop program’s proof of concept for Commercial Banking, Wealth Management & Technology (SOA) line of businesses. (multi year; $5MM; 40+ executive stakeholders; BizTalk 2006, Smart Client, Visual Studio .NET 2005, SQL Server 2005, SQL Reporting Services)
		Research, proposal and deliver an intranet based content management solutions prototype utilizing Microsoft SharePoint 2003/2007, Microsoft CMS 2002 & Business Scorecard Manager 2005 technologies
	Project Manager & Principal Consultant Adeena LLC (Handheld Inventory Devices) New Jersey: April 2006	Negotiate, advice, plan, design, troubleshoot and implement a Microsoft CRM, SQL Server & Small Business Server upgrade.
	Principal Consultant Direct Energy Toronto: April 2006	Propose, negotiate, advise and train development team on upgrading unsupported Microsoft CRM, BizTalk 2002, and .NET 2.0.
	Principal Consultant All Languages Ltd(Translation Services) Toronto: April to May 2005	Working with an India/US based technology partner to delivery a customized work order solution with Microsoft CRM, Great Plains and Sharepoint 2003 technologies.
	Principal Consultant Rycom (Facilities/telecom/Security) Mississauga: February to April 2005	Implement, train and support Rycom (telecom solutions providers) Microsoft CRM implementation.
	Program Manager Bell Sympatico MSN (Under Eidenai Innovations) Toronto: October 2004 to January 2005	Full PLC delivery of integrated Microsoft CMS & BizTalk 2004 content acquisition, processing & distribution system (20+stakeholders; $1MM)
	Principal Consultant Eidenai Innovations (Consultancy) Mississauga : Aug. 2004 to Dec. 2005	A custom Microsoft CRM & .NET 1.1 solution (modules, reports & Sharepoint linkage) to manage a professional service delivery organization.
	Principal Consultant LemonTonic.com (Dating) Toronto: August 2004 to September 2005	A custom built automated reporting, resource & case management solution for Microsoft CRM & .NET 1.1 solution
	Principal Consultant Keyora (EBusiness Software) Toronto / Oakville: July 2004	Provide subject mater expertise (Microsoft products, B2B/B2C, ecommerce) to owners for product development
	Technology Advisor Goemans Lakeshore Meats (Consumer Products) St. Catharines: 2004 to present	Advisor to evaluate, propose, and delivery a transformed lead generation web presence with the intent of driving traffic to the store. Provide ongoing hosted facilities.
	Technology Advisor Goemans Lakeshore Meats (Consumer Products) St. Catharines: 2001 to present	Advisor to evaluate, propose, and delivery a series of online / web based lead generation tools to drive traffic to offline services (1000% increase in revenue); Provide ongoing hosted facilities.
	Vice President, Operations Webducation.com (Online Financial Education) Toronto: late 1999 to 2002	Brought to market an collaborative / eLearning community for Canadian Securities Course students (Portal using ecommerce / payment services on Microsoft and Open Source technologies)
	Technology Advisor Various Small Business & MPPs Ontario: From 1998 to present	Advisor to evaluate, propose, plan and delivery process / technology solutions to Small Business (Fishing, Food Services, Marketing & Sales) and Members of Provincial Parliament
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Project Manager / Senior Consultant, Ideaca, Toronto, Ontario (June 2005 to March 2006)

• Lead all Microsoft CRM presales (project initiation), proposal development (project planning), RFP/RFI responses (project planning), resource management, consultant mentoring & overall project delivery teams.
• Collaborate and cross train Ideaca staff across all lines of business on Microsoft CRM, SharePoint, Mobile technologies (Windows / Blackberry), .NET, SQL Server, BizTalk and Business Intelligence tools
• Generate $million pipeline in financial, manufacturing, logistics, utilities & consumer products sectors

Project Summary

	Project Manager & Principal Consultant Ideaca (Microsoft / SAP consultancy) Toronto: June 2005 to March 2006	Implement, train & support Ideaca’s internal Microsoft CRM implementation. Responsible for Microsoft CRM project portfolio management Technology evaluator on strategic partner initiatives. E.g. GaleForce (Financial Services CRM), TenDigits (Mobile CRM), and Panorama (BI), & c360 (Microsoft CRM extensions).
		Proposal development for Hydro One, ADP Canada, Excel Mutual Funds, Maritime-Ontario (Transportation/Logistics), Blackmont Capital, WarrenSheppel (HR Services), Canada Cartage (transportation), 3M Canada and Scott Paperintegrated Service Delivery solutions (Microsoft CRM, SharePoint, Blackberry, Exchange 2003, BizTalk 2004)
	Project Manager Canada Cartage (Logistics) Brampton: October 2005 to March 2006	Lead all sales, project management and change management (e.g. training) tasks on Microsoft CRM, SQL Server and Active Directory upgrade.
	Project Manager & Principal Consultant 3M (Canada) London: October 2005 to March 2006	Lead all project and implementation activities to implement an integrated (IVR, Lotus Notes, Back End Mainframe, SharePoint, SQL Server 2005 systems) Microsoft CRM (Call center/Customer Service) solution
	Project Manager & Principal Consultant Scott Paper now Kruger Produts (Forestry Products) Mississauga: Sept 2005 to March 2006	Lead all proposal development activities to implement Scot Paper’s Microsoft CRM (sales force) solution
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Application Development Manager, Canada NewsWire (CNW Group), Toronto, Ontario (March 2003 to July 2004)

• Direct, manage, and mentor both dedicated (direct reports, cross functional teams) and contractual resources/vendors to support, enhance and consolidate ~100 systems located in 10 locations supporting $50 million real time business. Accountable for Application Development & Project Portfolio Management.

Project Summary

	Development Manager Canada NewsWire (Media Services) Toronto: March 2003 to July 2004	Research, define and implement Project and Development methodologies/framework using aspects of PMBok, SDLC, RUP and CMM. Objective to improve project delivery success and reduce execution and lost knowledge risk to the organization. Technology-wide project portfolio management
		Deliver full Project Life Cycle for Canada Newswire Portal integrating all distribution systems, back office publication, editorial, content management, online community and webcasting solutions/services. Top 5 media site in Canada (Linux / Open Source)
		Develop multi-phased prototype for custom work order/workflow solution (program) to manage corporate service delivery life cycle: leads, sales, customer service, operations, editorial, distribution (wire, fax, email), performance management, and financial/billing solutions. (Microsoft technologies / Open Source) (50+executive stakeholders, $Multi-million budget)
		Launching a new enterprise fax distribution system integrating existing content management and editorial systems.
		A new Sales Force Automation solution using Microsoft CRM and .NET
	Project Manager TSX Group / Canada NewsWire Toronto: January 2004 to June 2004	Launching a new enterprise fax distribution system integrating existing content management and editorial systems. A new Sales Force Automation solution using Microsoft CRM and .NET. Lead, manage and architect all aspects of CNX Marketlink, a joint venture with Canada Newswire to provide online and real time information services. (Linux / Open Source) (40+ executive stakeholders)
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Development Lead, Digital Cement, Toronto, Ontario (December 2002 to March 2003, April 2000 to July 2001)

• Lead technical aspects of product development, solution concept, project / proposal development and project application development/delivery teams.

Project Summary

	Development Manager / Lead Digital Cement (Strategic Relationship Marketing) Toronto: Dec. 2002 to March 2003 April 2000 to July 2001	Multiple, multi-phased, Small Business portal implementations (containing CRM, BI / performance reporting, content management, and email marketing components) to support global brands (Kraft, FedEx, BASF, 3Com, CIBC, Bank of Montreal, ATT Canada, & Loyalty Group) marketing programs
		Consolidated client CRM & email campaign data warehouse & web/online analytics system (Microsoft technology suite: SQL Server, ASP, VB, C++, ColdFusion, Siebel, XML)
		Consolidated client CRM, BI & portal data warehouse & web/online analytics system (Microsoft technology suite: SQL Server, ASP, VB, C++, ColdFusion)
		CRM, portal & bulletin services product enhancements (Microsoft technology suite: SQL Server, ASP, VB, C++, ColdFusion, XML)
		Enterprise email distribution system prototype (Microsoft technology suite: Office, Exchange, SQL Server, ASP, VB, C++, ColdFusion, XML)
		Corporate email service deliver process maps Development practices & knowledge mgmt standards Partner evaluations for product/service offerings Campaign response management system SPAM detection/filtering methodologies report
	Kraft North America	Email campaign management systems; Integrated data synchronization/ETL into Kraft CRM / BI systems (Microsoft, Siebel, DoubleClick)
	FedEx North American	Multiple, multi-phased SMB product showcases, CRM, BI and content portals Email bulletin/survey systems integrated into FedEx.com
	CIBC (bizSmart) Toronto	Multiple, multi-phased SMB CRM/content/BI portals; Email bulletin/survey systems integrate into CIBC sites
	BASF North America	Multi-phased SMB CRM/content/BI portal solution integrated into BASF sites
	3Com North America	Multi-phased SMB CRM/content/BI portal solution integrated into 3Com online services
	Loyalty Group Toronto	Email campaign survey solutions for Air Miles
	Bank of Montreal Toronto	Email campaign survey solutions
	ATT Canada Toronto	Email campaign survey solutions
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Product Manager, KISP Inc, Toronto, Ontario (July 2001 to September 2002)

• Lead technical aspects of product development, solution concept, project development and application development/delivery teams.

Project Summary

	Product Manager KISP Inc. (Furniture ecommerce) Toronto: July 2001 to September 2002	Bring to market Gariston 2002, a.NET & Palm based IT asset mgmt CRM / workflow solution (project management, work orders, helpdesk, performance management). Customers included: Blue Cross Blue Shield & TD Bank Financial Group
		Define development & source code mgmt. process using PMP & MSF standard; Create standard tools & templates for analysis & design project phases (concept to implementation)
	Steelcase (manufacturing) North America	Ensync 3.3, online office furniture procurement, reservation & payment system for dealer (30) and client (400) network. (ASP / VB 6.0 / C++)
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Sr. Consultant (ecommerce), American Express (Consulting Services), Markham, Ontario (October 1999 to April 2000)

• Provide consulting services (analysis, research, implementation, knowledge) re: eCommerce/Purchasing

Project Summary

	Sr. Consultant (ecommerce) American Express (Consulting Services) Markham: October 1999 to April 2000	Global consulting services knowledge mgmt. system Purchasing card supplier affiliation process review Partner evaluations process for SMB services portal (including Oracle, Concur Technologies, Gelco, Commerce One, Ariba, ecMarket.com, BCE Emergis, firmbuy.com)
	Air Canada	Review ’s online reservation/payment tool
	Canadian Department of Defense	Call Center Benchmarking Study for Canadian Department of Defense
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(Senior) Consultant, Royal Bank of Canada, Toronto, (September 1996 to October 1999)

• Provide project management and development (custom, package, integration) to line of business managers

Project Summary

	Sr. Consultant Royal Bank Financial Group	Prospect proposals/feature specifications for prospective engagements. Train & mentor consultants Develop Year 2000 certification & development methodology & standards
	RBC Royal Bank	Branch network planning & statistical modeling system
	Royal Bank Financial Group	Executive intranet/collaboration system for top 200 RBC executives
	RBC Investments	A Retail Investments / Wealth Management group RRSP, RRIF and RESP funds ($2.5B/annually) processing, tracking & reporting system for Royal Mutual Funds
	Canadian Mint	Multi-phased PLC of collector coin ordering, tracking, payment and supply chain management system ($3M) for Royal Bank & Canadian Mint
	Royal Trust	Royal Trust Pension Benefits management system
	Prentice Hall	Quality assurance for RBC mortgage tool suite included in “The Canadian Mortgage Book”, publication
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System Administrator, Niagara Peninsula Freenet, St. Catharines: April 1996 to Sept 1996

	System Administrator Niagara Peninsula Freenet	Setup, customize, secure & migrate all UNIX tools to new server farm. Create email quota, password management, & dial-in networking facilities Customer support and troubleshooting activities (10,000 users)
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Teaching Assistant, Brock University, St. Catharines: Sept. 1994 to April 1996

	Teaching Assistant Brock University	Supervise, train, and mentor 1st to 3rd year Computer Science and Economics students (e.g. Cobol, Modula 2, Money & Banking, Macro / Micro Economics, Project Management)
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Network Admin / Web Developer, Lincoln County School Board, St. Catharines: June to August 1994/95

	Network Admin / Web Developer Lincoln County School Board	Deploy custom LAN (corporate) and WAN (internet) communication systems Develop school board web, internet and bulletin board systems
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Pillar & Post (now Vintage Inns), Niagara on the Lake: Oct. 1988 to Sept. 1993

	Various Hospitality / Client Services Roles Vintage Inns
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