"Quick" Bio

After "getting out" of Georgia Tech with a Mechanical Engineering degree in 1994, I spent 2.5 years opening/closing a cafe, teaching tennis, volunteering for the Swedish Olympic Team at the 1996 Olympics, and studying for the MCATs.  With all the buzz around IT, I jumped into a "real" job at Manahattan Associates in 1997 doing supply chain execution software implementations, customer relations, account management, technical sales, and product management for 5+ years during the .com boom years.     

In 2005, I started as a consultant for UTG  to implement company-wide processes and Busines Operating Systems (ConnectWise, QuoteWerks, Quosal, Quickbooks integration), which have all been an important part of UTG scaling and growing sustainably from 6 to 28 employees over 6 years. 

When not focused on the Bridging the People, Process, Technology Gap, I am active with HTM and recently completed the HTM 2011 Ambassador Leadership Program, serve as a co-facilitator for the ConnectWise Southeast User Group and attended HTG Peer Group meetings while still at UTG.   I also volunteer at Clairemont Elementary School and as a YMCA soccer coach.  I was a former Swedish School of Atlanta Board Member and enjoy triathlons when I can squeeze them in. 

I do all this so that I can spend as much time as possible with my wife and two daughters, while they all still like me :-) 

In case you are still interested, check out

Detailed ConnectWise Experience

  • Lead UTG’s Implementation of MS CRM and subsequent conversation to CW in 2006 to address following key needs
    • Scalable OSS (Operational Support System) to centralize all UTG ecosystem (customer, partner, vendor) interactions without requiring UTG to customize the tool
    • Service Ticket and Dispatch Management with template creation, SLA measurement, conditional workflow, single time entry leveraged in multiple places
    • Agreement and Renewal Management with conditional work flow (Service Contracts, Managed Services, Block, Retainer, Manufacturer’s Warranty, Internal)
    • Timely, accurate invoicing across Service and Agreements and integration to QuickBooks
    • Integration commitment and completed to accounting, quoting, and RMM tools
    • Sales Opportunity & Quote Management with workflow
  • CW Admin since initial 2006 implementation
    • Review Future Release Notes
    • Work with Technical team to implement and test new release
    • Answer any internal questions about CW functionality
    • Adopt new functionality & rollout to end users, e.g. Procurement Module and Quosal Integration
  • UTG Process Document
    • Integral part of 2010 company-wide effort to create a detailed process document across all departments 
    • Point for Procurement Module and Sales updates
  • Time
    • Setup of Charge Codes, Work Type, Work Role, Billable fields and corresponding GL Setup
    • Approver for all engineers until 2011
    • Reported on daily and weekly time entry deadlines and revenue vs. budget
    • Weekly invoicing to drive cash flow
  • Service
    • Service Boards Setup (Stati, Service Types, Workflow)
    • Dispatch Portal/Service Coordination to drive Pro Services Monthly number
    • Drive real “green” utilization to transfer into $$
  • Agreements
    • Setup all agreement types
    • Setup workflow by agreement type
    • Entered all existing and new agreements in system
    • Created all Managed Services Additions in products table
    • Monthly invoicing and reconciliation of Agreement revenue with COO and Accounting
  • Sales and Procurement
    • Implemented CW Procurement Module in 2010
    • Back-up purchasing coordinator pre and post CW implementation
    • Setup Agreements, Materials, Labor CW products to properly interface to QB
    • Documented Full Process/Product flow from Quosal Quote to CW Opportunity to CW Sales Order to CW Service Ticket/Project to CW Invoice)
  • Finance
    • Setup GL Accounts to map to QB Chart of Accounts for Agreements, Services, and Products with Accounting Manager
    • Accounting Interface setup and execution
    • Invoiced Services & Agreements, exceptions with Accounting
    • Month End Agreement & Services P/L reconciliation with Accounting & COO
    • Financial Dashboard daily/monthly review relative to budget