This document is a resume for Dave Yeager. It summarizes his 25+ years of experience in technical roles primarily in retail. It lists his contact information, executive summary, professional experience including roles at Dollar General and Goody's Family Clothing, education information, and technical skills.
The document describes an ERP and accounting systems comparison seminar hosted by Raffa, P.C. on September 20, 2018. The seminar will provide an overview of key ERP software options for mid-market organizations, including Microsoft Dynamics 365 Business Central, Sage Intacct, and JAMIS. Attendees will learn best practices for software evaluation and implementation, capabilities of leading ERP systems, and gain an understanding of the mid-market ERP landscape. The document also provides information about Raffa and their services in ERP implementations, accounting, technology solutions and more.
We are pleased to provide our 2018 PRESTO Continuous Improvement partner program for business consultants looking to widen their service offering and expand their market presence.
We are looking for collaboration opportunities with experts who will partner with us brining this highly-innovative (and potentially disruptive) cloud-based performance enhancement solution to market.
In short, PRESTO is a set of “best of breed” Business Intelligence solutions for operational excellence, continuous improvement and performance enhancement reporting based on the core principles of Lean Six Sigma offering the installation of a company-wide sense of urgency, sense of accountability, and sense of purpose at all levels of the company. The product was originally built in a large bank in Europe working with outsourced shared service centres of excellences (in Poland and India) and enriched over time by the vast experiences of our super-talented management team who have now grown in numbers and have since enriched out product together with our clients.
If interested in joining our Kaizen Alliance, contact us at info@toppti.com
These receivables management engines include:
SAP Credit Management – to help companies implement a single company-wide credit policy and use credit analysis results to calculate credit limits – including embedding credit checks into key operational processes
SAP Biller Direct – an electronic bill presentment and payment solution that 1) lets customers download or pay invoices via bank transfer, card, etc., as well as start the dispute process, and 2) allows vendors to see the approval and payment status of their invoices, including inquiry functionality
SAP E-Invoicing for Compliance – an e-billing solution that sends customers validated, signed invoice PDFs via email or invoices via EDI – including the compliance checks required in 37 different countries
SAP Collections and Dispute Management – modules that provide workflow and process support for managing disputes as well as a module that generates prioritized collections worklists that help collections specialists proactively contact customers.
An introduction to INSIGHT Business Solutions, a Business Technology company based in the MENA region. Our focus is to deploy leading international ERP systems and related technologies and consulting services.
A Profitability and Cost Management Strategy for Healthcare ProvidersPerficient, Inc.
Experts from Perficient and Oracle discussed how leveraging advanced analytics to manage population health, develop risk models, and examine clinical outcomes based on cost will enable Accountable Care and improve the quality of care.
Attendees learned how to link strategies to plans and then execute and monitor financial and operational results against goals as we explored:
• How to apply analytics to drive enterprise-wide performance improvement
• An innovative approach to link costing, patient analytics, and variance analysis to productivity management in an Accountable Care Organization
• An overview of Hyperion Profitability & Cost Management (PCM) solution differentiators, including micro costing
• How the PCM solution relates to the Oracle enterprise performance management and enterprise health analytics platforms
• A demonstration of multiple reports and dashboards such as patient-level P&L and revenue and cost margin by payer
How to Improve Performance with Next-Gen Sales Enablement Technology in Finan...Perficient, Inc.
How are next-generation knowledge management solutions changing the pace of sales and marketing efficiency in financial services?
IT departments for financial firms are investing in enterprise solutions like cloud and mobile technology to improve efficiency, and sales and marketing are no exception. Information is often scattered, compliance approvals for collateral are a burden, and real-time access to the right materials and data is a challenge for most financial services companies.
A lot has changed with knowledge management solutions in financial services. From mobile access and cloud-based platforms to automation, analytics and seamless integration to CRM – you can’t afford to be left in the dust.
Join us as our team of industry experts explore:
Technology trends redefining your processes and IT systems
Scalable, dynamic solutions to empower sales and marketing teams
Best practices in implementing enterprise platforms
Client success stories in asset and wealth management
IBM Impact: Transforming Customer Relationship with MobilityPerficient, Inc.
Impact 2014 presentation on a mobile app that we created for LegalShield for their associates to interact with their prospects and to help them improve the way they do prospecting with their leads on a day to day basis.
The document discusses several challenges facing CFOs and finance organizations, including: evolving regulatory requirements, differing accounting standards, fragmented data sources, and the need for improved performance management and reporting. It outlines key capabilities needed for finance organizations to succeed, such as speed, flexibility, alignment, and focus. Architectural complexity from multiple legacy systems, ERPs, and data silos also makes transforming finance organizations difficult. The document provides examples of how companies have implemented Teradata solutions to improve profitability analysis, transaction processing, and customer insights.
The document describes an ERP and accounting systems comparison seminar hosted by Raffa, P.C. on September 20, 2018. The seminar will provide an overview of key ERP software options for mid-market organizations, including Microsoft Dynamics 365 Business Central, Sage Intacct, and JAMIS. Attendees will learn best practices for software evaluation and implementation, capabilities of leading ERP systems, and gain an understanding of the mid-market ERP landscape. The document also provides information about Raffa and their services in ERP implementations, accounting, technology solutions and more.
We are pleased to provide our 2018 PRESTO Continuous Improvement partner program for business consultants looking to widen their service offering and expand their market presence.
We are looking for collaboration opportunities with experts who will partner with us brining this highly-innovative (and potentially disruptive) cloud-based performance enhancement solution to market.
In short, PRESTO is a set of “best of breed” Business Intelligence solutions for operational excellence, continuous improvement and performance enhancement reporting based on the core principles of Lean Six Sigma offering the installation of a company-wide sense of urgency, sense of accountability, and sense of purpose at all levels of the company. The product was originally built in a large bank in Europe working with outsourced shared service centres of excellences (in Poland and India) and enriched over time by the vast experiences of our super-talented management team who have now grown in numbers and have since enriched out product together with our clients.
If interested in joining our Kaizen Alliance, contact us at info@toppti.com
These receivables management engines include:
SAP Credit Management – to help companies implement a single company-wide credit policy and use credit analysis results to calculate credit limits – including embedding credit checks into key operational processes
SAP Biller Direct – an electronic bill presentment and payment solution that 1) lets customers download or pay invoices via bank transfer, card, etc., as well as start the dispute process, and 2) allows vendors to see the approval and payment status of their invoices, including inquiry functionality
SAP E-Invoicing for Compliance – an e-billing solution that sends customers validated, signed invoice PDFs via email or invoices via EDI – including the compliance checks required in 37 different countries
SAP Collections and Dispute Management – modules that provide workflow and process support for managing disputes as well as a module that generates prioritized collections worklists that help collections specialists proactively contact customers.
An introduction to INSIGHT Business Solutions, a Business Technology company based in the MENA region. Our focus is to deploy leading international ERP systems and related technologies and consulting services.
A Profitability and Cost Management Strategy for Healthcare ProvidersPerficient, Inc.
Experts from Perficient and Oracle discussed how leveraging advanced analytics to manage population health, develop risk models, and examine clinical outcomes based on cost will enable Accountable Care and improve the quality of care.
Attendees learned how to link strategies to plans and then execute and monitor financial and operational results against goals as we explored:
• How to apply analytics to drive enterprise-wide performance improvement
• An innovative approach to link costing, patient analytics, and variance analysis to productivity management in an Accountable Care Organization
• An overview of Hyperion Profitability & Cost Management (PCM) solution differentiators, including micro costing
• How the PCM solution relates to the Oracle enterprise performance management and enterprise health analytics platforms
• A demonstration of multiple reports and dashboards such as patient-level P&L and revenue and cost margin by payer
How to Improve Performance with Next-Gen Sales Enablement Technology in Finan...Perficient, Inc.
How are next-generation knowledge management solutions changing the pace of sales and marketing efficiency in financial services?
IT departments for financial firms are investing in enterprise solutions like cloud and mobile technology to improve efficiency, and sales and marketing are no exception. Information is often scattered, compliance approvals for collateral are a burden, and real-time access to the right materials and data is a challenge for most financial services companies.
A lot has changed with knowledge management solutions in financial services. From mobile access and cloud-based platforms to automation, analytics and seamless integration to CRM – you can’t afford to be left in the dust.
Join us as our team of industry experts explore:
Technology trends redefining your processes and IT systems
Scalable, dynamic solutions to empower sales and marketing teams
Best practices in implementing enterprise platforms
Client success stories in asset and wealth management
IBM Impact: Transforming Customer Relationship with MobilityPerficient, Inc.
Impact 2014 presentation on a mobile app that we created for LegalShield for their associates to interact with their prospects and to help them improve the way they do prospecting with their leads on a day to day basis.
The document discusses several challenges facing CFOs and finance organizations, including: evolving regulatory requirements, differing accounting standards, fragmented data sources, and the need for improved performance management and reporting. It outlines key capabilities needed for finance organizations to succeed, such as speed, flexibility, alignment, and focus. Architectural complexity from multiple legacy systems, ERPs, and data silos also makes transforming finance organizations difficult. The document provides examples of how companies have implemented Teradata solutions to improve profitability analysis, transaction processing, and customer insights.
Salesforce Innovation: Advanced Tips for Maximizing SalesforcePerficient, Inc.
This document provides an overview and best practices for configuring Salesforce for mobile use and optimizing reports and dashboards. It discusses Perficient's expertise in Salesforce implementations and certifications. Tips are provided for organizing page layouts, using publisher actions, and leveraging features introduced in the Summer '14 release like opportunities to log events from a mobile calendar. Recommendations are made for maintaining dashboards, utilizing filters and charts across reports and dashboards, and addressing common troubleshooting issues.
Console Power Productive Agents and Happy CustomersPerficient, Inc.
Take a deep dive into the core principles of building a great customer service agent experience with the Salesforce Console. During the webinar, our experts outlined the net impact of productivity metrics and customer satisfaction when the Salesforce Console is properly aligned with your company’s objectives.
We will also cover several key features, benefits and best practices for improving results with the new Agent Console:
-Easily spot important fields on records
-Limit switching between pages
-Quickly jot notes, actions and log interactions for each interaction
-Chat with customers in real time by integrating with Live Agent (Service Cloud only)
The session was packed with practical tips and insights from our real-world implementation experience.
SAP S4HANA Billing and E-Invoicing for Customer Payments Joe Torres
SAP S/4HANA Cloud for customer payments provides functions for Electronic Bill Presentment and Payment (EBPP) within receivables processing
+ Invoice recipients can see their account balance and review their bills, credits or payments
+ Invoice recipients can initiate payments or download bills into their accounts payable system
+ Invoice recipients can dispute bills from the internet and collaborate with the biller (add attachments, notes)
+ They can view their master data – if they have changes, they can inform you in an offline process
+ Real-time integration between the SAP ERP backend system and the internet without any data redundancies
AFN Enterprises - ERP Implementation Case Study - PakistanEfroTech
P@SHA ICT Awards 2013 WINNER BizzTrax- ERP/SCM/POS Software; The Game Changer for AFN Enterprises - AFN Enterprises is considered one of the most reputable organizations in commodity Food Items of Pakistan. They are touching the highest trajectory of Export across the globe, having been exporting 2.5 million Tons of Rice on Yearly basis in Middle East & European Countries.
Problem: The business seriously had to suffer from an inability of effectively reporting based on the data that collected from multiple sources. This common scenario of dependence on legacy systems managed by an in-house team left AFN Enterprises unable to analyze their current position against forecasts, and budget for the future.
Solution: EfroTech Services proposed the solution “BizzTrax” a single, cloud-ready, end-to-end solution that incorporates a number of business critical functions including Finance, Sales, Distribution, Inventory, Manufacturing and Cost management capabilities. BizzTrax is a Web-Based Enterprise Resource Planning (ERP) and Supply Chain Management (SCM) Software for Services, Distributions, Manufacturing & Retail Industries. BizzTrax is available as “on-Premise” and “on-Cloud” versions.
The CFO's Guide to Financial TransformationBramasol Inc
New Cloud-based, In-Memory, Real-time Technologies Can Unify Financial Operations within a Single-Source-of-Truth for Faster and More Accurate Reporting and Decision-making
SAP Banking - Powering Digital Transformation with SAP S/4 HANAJoe Torres
SAP Banking with SAP S/4HANA as the digital core can enable the business capabilities required to achieve these strategic priorities. For example, a bank might use the solutions to reimagine the record-to-report process by optimizing the financial close cycle and accelerating financial reporting.
Create and Simplify Flexible Order Management with IBM OMSPerficient, Inc.
Successful order management projects are unique in their ability to create brand loyalty by demonstrating a unified commerce approach, spanning pre- and post-sales. Intelligent fulfillment is also essential to organizations selling complex configurable offerings, due to assembly and fulfillment workflows that may span multiple facilities and planning systems.
Perficient’s OMS Rapid Deployment Asset is a pre-configured solution that can be implemented quickly to demonstrate tangible results. The OMS RDA delivers pre-defined functionality, cuts implementation time, and provides flexible, process-based order management from multiple channels while enabling customized fulfillment based upon user-defined business requirements.
In our webinar, we discussed the key benefits of the OMS Rapid Deployment Asset:
-Rapid implementation using pre-defined accelerators
-Simplified connectivity with an IBM ESB that enables various enterprise applications to seamlessly communicate
-Pre-built artifacts for solution design, detail design, and test cases
-Quick delivery of the end-to-end solution to showcase value to your organization
3E Consulting Private Limited offers a Financial Review in ERP solution to improve corporate governance and assurance for stakeholders. The solution validates that business processes have been implemented according to requirements and updates policies. It also creates reliable information for decision making and ensures compliance with legal and regulatory standards. The solution includes reviewing the ERP environment through a Business Process Review and Functional Review to identify gaps, educate users, and adapt the ERP solution to current needs by bridging differences between the as-is and to-be systems. This helps management obtain the information they need for accurate reporting, decision making, and process validation.
This document outlines James Kelly's areas of expertise including finance, accounting, strategic planning, and technology. It lists his industry experience in software, internet, and technology companies. His education includes an MBA from Babson College and a BSBA from Bryant University. The document also provides a summary of Kelly's experience raising over $100 million in equity and debt financing, preparing budgets and strategic plans, developing financial reporting and metrics, managing high growth and turnaround situations, and leading mergers and acquisitions.
Ways to Make Business Intelligence Work for Your Small BusinessSpiceworks
The document discusses how small businesses can leverage business intelligence tools to help make smarter decisions using their data. It defines business intelligence as tools that transform data into information to answer business questions. It provides examples of different types of business intelligence needs across industries and departments. It also discusses how reporting and dashboarding tools can help small businesses understand performance, reduce IT workload, and improve return on investment.
- eVisie.BIZ is a business management software that has provided integrated financial, HR, manufacturing, and operational functionality for over 15 years.
- It offers visibility and control over a business through business intelligence, collaboration, and communication tools that connect different parts of an organization.
- The software delivers long-term value through easy customization and integration with other applications, and helps users get up and running quickly through out-of-the-box capabilities and deployment options.
ABS-CBN Streamlined Business Using NetSuite Two-Tier ERP model is a media company based in the Philippines and California that replaced its custom CRM and ERP systems with NetSuite ERP, CRM, and inventory in order to gain worldwide visibility into sales and inventory levels across multiple regions. NetSuite provided a flexible two-tier ERP model with integrated reporting to the parent company's SAP instance and self-service capabilities that eliminated dependence on IT.
Several other companies in Asia and Australia are highlighted that have benefited from implementing NetSuite including replacing disparate legacy systems, gaining real-time visibility, supporting growth without adding staff, increasing efficiency, and automating manual processes. NetSuite is said to
It’s no secret that Accounts Payable is one of the main areas of opportunity for automation and optimization within a finance department.
In this video recap of the webinar held on 2/26/ 2019; Auxis’ RPA Consulting Director Eduardo Diquez together with The CFO Leadership Council, UiPath & Ephesoft discussed a perspective on what it really takes to optimize the end-to-end AP function, its key benefits, key technology solutions in the market, and more.
What was covered:
- What does Modern Finance really mean?
- Digitization as a Key Element of the Modern Finance Organization
- Most Common Tools you should be implementing as part of your Digital Finance journey
- What’s driving RPA’s growth?
- Implementation Strategies & Alternatives
- How Outsourcing can help finance executives self-fund their Digital Finance Strategy and drive faster outcomes
Drive ROI from Your Business Applications with Embedded Real-Time Data QualityPrecisely
CRM, ERP, eCommerce platforms and call center applications are powerful tools that can drive revenue and customer satisfaction – but if the data they rely on is filled with duplicate, inaccurate or incomplete data, they will come up short with your business users, customers and partners.
View this webinar on-demand to learn how you to ensure your business applications are always working with the most accurate, up-to-date data to drive your sales, marketing, partner, loyalty and customer service programs. We’ll cover how to:
• Seamlessly integrate robust data quality, global address validation and geocoding into virtually any business application
• Get a single view of your customers by embedding the most powerful, flexible data quality right in Microsoft Dynamics or SAP (now with support for S/4HANA)
This document summarizes a proposal from ITside Consultancy to implement a new IT system for a small retail chain. The proposal includes implementing an electronic point of sale system, e-commerce site, customer loyalty program, and inventory management system. The solutions aim to improve efficiency, increase online sales, and develop customer relationships. The proposal discusses requirements, solutions, risks, costs, timeline and references a past successful project. Implementation is estimated to cost $82,087 with a 1.5 year payback period and 33.25% annual ROI.
Case Study on Driving Procure to Pay (Purchase to Pay) Quick WinsChazey Partners
The Procure-to-Pat (Purchase to Pay or P2P) process offers great opportunities for improvement, especially in companies that are decentralized, still paper-based, and lacking standardization. This case study illustrates how a global financial services company significantly improved vendor satisfaction as a result of a focused re-evaluation of the end-to-end process.
Daryl Walter is an accounting and management consultant with over 30 years of experience in operations, financial management, IT, and consulting for various industries including retail, manufacturing, and financial services. He has served as CFO for several companies, helping to implement new accounting systems, improve profitability, and drive growth through acquisitions. Walter has extensive experience with many accounting software systems and technologies like SQL, Hyperion, and business analytics tools.
View this presentation to gain more actionable insight on how to modernize your Finance Department to bring more value to your business. CFO's in today's hyper-changing business environment cannot afford to operate in a traditional back office model.
Through the Eyes of the Connected Consumer: Gain Visibility and Insights to I...Perficient, Inc.
ind out why 30% of Fortune 100 companies rely on IBM Tealeaf to help them become customer-centric organizations that deliver better digital customer experiences. In this slideshare, we look at real customer implementation stories and discuss how your organization can:
Increase conversion and adoption rates
Better understand online customer behavior
Eliminate roadblocks that erode customer satisfaction
Pinpoint and resolve the issues that have the most significant impact on revenue
The document is a buyer's guide for payroll software that provides an overview of key considerations for selecting a new payroll solution. It discusses analyzing your current payroll system, important software capabilities like earnings, time tracking, deductions and taxes. It also covers trends like integrating HR and payroll and automating processes with employee self-service. The guide aims to inform readers to help them make the best choice to meet their company's unique needs.
The document discusses how business improvement software solutions can help companies increase revenue, contain costs, and manage capital resources more effectively in a rapidly changing business environment. It provides examples of how solutions can help gain insights into customers and sales, identify areas for cost containment, and generate customized reports for decision makers. The company discussed, Guilford Group, offers business analysis, software development, and technical expertise across various industries to deliver business-driven solutions that improve results.
The document discusses the Workday Enterprise Finance solution and its Intelligent Data Foundation. It notes that the solution provides a unified data core and accounting center to blend operational, workforce, and financial data into an enterprise data hub for finance. This allows organizations to seamlessly create accounting from operational data while maintaining connections to source transactions. It also enables organizations to connect and secure all critical business data in a single source of truth. The data foundation ingests and enriches data to create trusted insights and operational recommendations. Workday provides a data hub that can consolidate data from various sources like ERP systems, CRM tools, and more.
Salesforce Innovation: Advanced Tips for Maximizing SalesforcePerficient, Inc.
This document provides an overview and best practices for configuring Salesforce for mobile use and optimizing reports and dashboards. It discusses Perficient's expertise in Salesforce implementations and certifications. Tips are provided for organizing page layouts, using publisher actions, and leveraging features introduced in the Summer '14 release like opportunities to log events from a mobile calendar. Recommendations are made for maintaining dashboards, utilizing filters and charts across reports and dashboards, and addressing common troubleshooting issues.
Console Power Productive Agents and Happy CustomersPerficient, Inc.
Take a deep dive into the core principles of building a great customer service agent experience with the Salesforce Console. During the webinar, our experts outlined the net impact of productivity metrics and customer satisfaction when the Salesforce Console is properly aligned with your company’s objectives.
We will also cover several key features, benefits and best practices for improving results with the new Agent Console:
-Easily spot important fields on records
-Limit switching between pages
-Quickly jot notes, actions and log interactions for each interaction
-Chat with customers in real time by integrating with Live Agent (Service Cloud only)
The session was packed with practical tips and insights from our real-world implementation experience.
SAP S4HANA Billing and E-Invoicing for Customer Payments Joe Torres
SAP S/4HANA Cloud for customer payments provides functions for Electronic Bill Presentment and Payment (EBPP) within receivables processing
+ Invoice recipients can see their account balance and review their bills, credits or payments
+ Invoice recipients can initiate payments or download bills into their accounts payable system
+ Invoice recipients can dispute bills from the internet and collaborate with the biller (add attachments, notes)
+ They can view their master data – if they have changes, they can inform you in an offline process
+ Real-time integration between the SAP ERP backend system and the internet without any data redundancies
AFN Enterprises - ERP Implementation Case Study - PakistanEfroTech
P@SHA ICT Awards 2013 WINNER BizzTrax- ERP/SCM/POS Software; The Game Changer for AFN Enterprises - AFN Enterprises is considered one of the most reputable organizations in commodity Food Items of Pakistan. They are touching the highest trajectory of Export across the globe, having been exporting 2.5 million Tons of Rice on Yearly basis in Middle East & European Countries.
Problem: The business seriously had to suffer from an inability of effectively reporting based on the data that collected from multiple sources. This common scenario of dependence on legacy systems managed by an in-house team left AFN Enterprises unable to analyze their current position against forecasts, and budget for the future.
Solution: EfroTech Services proposed the solution “BizzTrax” a single, cloud-ready, end-to-end solution that incorporates a number of business critical functions including Finance, Sales, Distribution, Inventory, Manufacturing and Cost management capabilities. BizzTrax is a Web-Based Enterprise Resource Planning (ERP) and Supply Chain Management (SCM) Software for Services, Distributions, Manufacturing & Retail Industries. BizzTrax is available as “on-Premise” and “on-Cloud” versions.
The CFO's Guide to Financial TransformationBramasol Inc
New Cloud-based, In-Memory, Real-time Technologies Can Unify Financial Operations within a Single-Source-of-Truth for Faster and More Accurate Reporting and Decision-making
SAP Banking - Powering Digital Transformation with SAP S/4 HANAJoe Torres
SAP Banking with SAP S/4HANA as the digital core can enable the business capabilities required to achieve these strategic priorities. For example, a bank might use the solutions to reimagine the record-to-report process by optimizing the financial close cycle and accelerating financial reporting.
Create and Simplify Flexible Order Management with IBM OMSPerficient, Inc.
Successful order management projects are unique in their ability to create brand loyalty by demonstrating a unified commerce approach, spanning pre- and post-sales. Intelligent fulfillment is also essential to organizations selling complex configurable offerings, due to assembly and fulfillment workflows that may span multiple facilities and planning systems.
Perficient’s OMS Rapid Deployment Asset is a pre-configured solution that can be implemented quickly to demonstrate tangible results. The OMS RDA delivers pre-defined functionality, cuts implementation time, and provides flexible, process-based order management from multiple channels while enabling customized fulfillment based upon user-defined business requirements.
In our webinar, we discussed the key benefits of the OMS Rapid Deployment Asset:
-Rapid implementation using pre-defined accelerators
-Simplified connectivity with an IBM ESB that enables various enterprise applications to seamlessly communicate
-Pre-built artifacts for solution design, detail design, and test cases
-Quick delivery of the end-to-end solution to showcase value to your organization
3E Consulting Private Limited offers a Financial Review in ERP solution to improve corporate governance and assurance for stakeholders. The solution validates that business processes have been implemented according to requirements and updates policies. It also creates reliable information for decision making and ensures compliance with legal and regulatory standards. The solution includes reviewing the ERP environment through a Business Process Review and Functional Review to identify gaps, educate users, and adapt the ERP solution to current needs by bridging differences between the as-is and to-be systems. This helps management obtain the information they need for accurate reporting, decision making, and process validation.
This document outlines James Kelly's areas of expertise including finance, accounting, strategic planning, and technology. It lists his industry experience in software, internet, and technology companies. His education includes an MBA from Babson College and a BSBA from Bryant University. The document also provides a summary of Kelly's experience raising over $100 million in equity and debt financing, preparing budgets and strategic plans, developing financial reporting and metrics, managing high growth and turnaround situations, and leading mergers and acquisitions.
Ways to Make Business Intelligence Work for Your Small BusinessSpiceworks
The document discusses how small businesses can leverage business intelligence tools to help make smarter decisions using their data. It defines business intelligence as tools that transform data into information to answer business questions. It provides examples of different types of business intelligence needs across industries and departments. It also discusses how reporting and dashboarding tools can help small businesses understand performance, reduce IT workload, and improve return on investment.
- eVisie.BIZ is a business management software that has provided integrated financial, HR, manufacturing, and operational functionality for over 15 years.
- It offers visibility and control over a business through business intelligence, collaboration, and communication tools that connect different parts of an organization.
- The software delivers long-term value through easy customization and integration with other applications, and helps users get up and running quickly through out-of-the-box capabilities and deployment options.
ABS-CBN Streamlined Business Using NetSuite Two-Tier ERP model is a media company based in the Philippines and California that replaced its custom CRM and ERP systems with NetSuite ERP, CRM, and inventory in order to gain worldwide visibility into sales and inventory levels across multiple regions. NetSuite provided a flexible two-tier ERP model with integrated reporting to the parent company's SAP instance and self-service capabilities that eliminated dependence on IT.
Several other companies in Asia and Australia are highlighted that have benefited from implementing NetSuite including replacing disparate legacy systems, gaining real-time visibility, supporting growth without adding staff, increasing efficiency, and automating manual processes. NetSuite is said to
It’s no secret that Accounts Payable is one of the main areas of opportunity for automation and optimization within a finance department.
In this video recap of the webinar held on 2/26/ 2019; Auxis’ RPA Consulting Director Eduardo Diquez together with The CFO Leadership Council, UiPath & Ephesoft discussed a perspective on what it really takes to optimize the end-to-end AP function, its key benefits, key technology solutions in the market, and more.
What was covered:
- What does Modern Finance really mean?
- Digitization as a Key Element of the Modern Finance Organization
- Most Common Tools you should be implementing as part of your Digital Finance journey
- What’s driving RPA’s growth?
- Implementation Strategies & Alternatives
- How Outsourcing can help finance executives self-fund their Digital Finance Strategy and drive faster outcomes
Drive ROI from Your Business Applications with Embedded Real-Time Data QualityPrecisely
CRM, ERP, eCommerce platforms and call center applications are powerful tools that can drive revenue and customer satisfaction – but if the data they rely on is filled with duplicate, inaccurate or incomplete data, they will come up short with your business users, customers and partners.
View this webinar on-demand to learn how you to ensure your business applications are always working with the most accurate, up-to-date data to drive your sales, marketing, partner, loyalty and customer service programs. We’ll cover how to:
• Seamlessly integrate robust data quality, global address validation and geocoding into virtually any business application
• Get a single view of your customers by embedding the most powerful, flexible data quality right in Microsoft Dynamics or SAP (now with support for S/4HANA)
This document summarizes a proposal from ITside Consultancy to implement a new IT system for a small retail chain. The proposal includes implementing an electronic point of sale system, e-commerce site, customer loyalty program, and inventory management system. The solutions aim to improve efficiency, increase online sales, and develop customer relationships. The proposal discusses requirements, solutions, risks, costs, timeline and references a past successful project. Implementation is estimated to cost $82,087 with a 1.5 year payback period and 33.25% annual ROI.
Case Study on Driving Procure to Pay (Purchase to Pay) Quick WinsChazey Partners
The Procure-to-Pat (Purchase to Pay or P2P) process offers great opportunities for improvement, especially in companies that are decentralized, still paper-based, and lacking standardization. This case study illustrates how a global financial services company significantly improved vendor satisfaction as a result of a focused re-evaluation of the end-to-end process.
Daryl Walter is an accounting and management consultant with over 30 years of experience in operations, financial management, IT, and consulting for various industries including retail, manufacturing, and financial services. He has served as CFO for several companies, helping to implement new accounting systems, improve profitability, and drive growth through acquisitions. Walter has extensive experience with many accounting software systems and technologies like SQL, Hyperion, and business analytics tools.
View this presentation to gain more actionable insight on how to modernize your Finance Department to bring more value to your business. CFO's in today's hyper-changing business environment cannot afford to operate in a traditional back office model.
Through the Eyes of the Connected Consumer: Gain Visibility and Insights to I...Perficient, Inc.
ind out why 30% of Fortune 100 companies rely on IBM Tealeaf to help them become customer-centric organizations that deliver better digital customer experiences. In this slideshare, we look at real customer implementation stories and discuss how your organization can:
Increase conversion and adoption rates
Better understand online customer behavior
Eliminate roadblocks that erode customer satisfaction
Pinpoint and resolve the issues that have the most significant impact on revenue
The document is a buyer's guide for payroll software that provides an overview of key considerations for selecting a new payroll solution. It discusses analyzing your current payroll system, important software capabilities like earnings, time tracking, deductions and taxes. It also covers trends like integrating HR and payroll and automating processes with employee self-service. The guide aims to inform readers to help them make the best choice to meet their company's unique needs.
The document discusses how business improvement software solutions can help companies increase revenue, contain costs, and manage capital resources more effectively in a rapidly changing business environment. It provides examples of how solutions can help gain insights into customers and sales, identify areas for cost containment, and generate customized reports for decision makers. The company discussed, Guilford Group, offers business analysis, software development, and technical expertise across various industries to deliver business-driven solutions that improve results.
The document discusses the Workday Enterprise Finance solution and its Intelligent Data Foundation. It notes that the solution provides a unified data core and accounting center to blend operational, workforce, and financial data into an enterprise data hub for finance. This allows organizations to seamlessly create accounting from operational data while maintaining connections to source transactions. It also enables organizations to connect and secure all critical business data in a single source of truth. The data foundation ingests and enriches data to create trusted insights and operational recommendations. Workday provides a data hub that can consolidate data from various sources like ERP systems, CRM tools, and more.
The CFO Guide to Data with Deloitte & WorkdayWorkday, Inc.
A recent explosion of data and rapidly evolving tools and techniques for managing it have made it difficult to turn data into value.
View this deck to hear how Deloitte and Workday are helping organizations get a handle on their data, deploying automated, analytics-based planning models, streamlining finance operations, and becoming truly decision ready.
Melissa Lorenzo is an experienced ERP consultant with expertise in business process analysis, requirements gathering, and solutions implementation. She has successfully led multiple large-scale ERP projects on time and within budget. Her experience includes implementing financial systems for NetSuite and SAP at various organizations. She is skilled in streamlining processes, eliminating inefficiencies, and ensuring compliance.
Garrett Driscoll has over 20 years of experience as an application development manager and director of e-commerce systems. He has led the development of many innovative applications including a wireless field sales and enrollment application, an order management system, and a contractor management application. He is proficient in full project life cycles, database design, .NET, and various technologies like SQL Server, CRM, and SharePoint.
James B. High is a business and information systems professional with over 20 years of experience in various industries including pharmacy benefits management, healthcare IT, and financial services. He has a proven track record of developing and implementing technology solutions, managing projects, and leading teams. Currently he is the Director of Program Delivery at OptumRx, where he oversees various client programs and teams.
Joel Bailey has over 15 years of experience in accounting, operations management, database design, and quality control. He has worked in various industries including distribution, marketing, manufacturing, and government contracting. His experience includes financial management, database design, quality audits, contract negotiation, and team leadership. He aims to optimize efficiency and improve profitability through innovative solutions.
William S. Smith Jr. has over 30 years of experience leading large-scale business process and technology implementations and transformations across various industries. He has a proven track record of increasing profits and efficiencies through projects involving new systems, software, processes and organizational changes. The document outlines his extensive leadership experience at companies like Accenture, as well as his roles leading strategic initiatives and turnarounds as an independent consultant.
John Courtright has over 15 years of experience in database administration, with a focus on Salesforce administration. He is currently a Database Administrator at the Ohio Development Services Agency, where he manages their Salesforce org with 140 users. Previously he worked at Redemtech, where he held various roles in operations, financial analysis, and database design. He has extensive expertise in Salesforce, SQL, database design, and data integration. He also has an MBA and multiple Salesforce certifications.
Steve Mattson has over 21 years of experience in business analysis, project management, and IT roles. He has a strong technical background and is skilled in Oracle applications, SQL, databases, and Microsoft Office. His most recent role was as an Information Security Analyst at Wells Fargo, where he performed data management and reconciliation tasks. Prior to that, he held several roles at Ceridian Employer Services, including Business Systems Analyst, Oracle Applications Administrator, and Billing Specialist. He is proficient in all phases of the system development life cycle and has a track record of effective communication and ensuring projects meet business objectives.
Dyutiman Bhattacharjee has over 11 years of experience in finance and business analysis roles. His skills include reporting, training, process improvement, and he has a track record of increasing growth, reducing costs, and automating manual processes. He is currently a Business Planning Analyst at Apollo Microcredit & Benefit Services where he focuses on financial planning and analysis, sales management, and business process improvement.
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Global, business-focused, strategic Senior Executive. Leads complex business transformations, and drives performance improvements with world-class solution delivery. Skilled in anticipating shifting business needs and proactively adapting IT direction that creates new opportunities and drives business results. Adept at building and leading large teams through complex, enterprise-wide change.
Kendall Jay Leaman has extensive experience managing call centers and technical help desks. He has overseen hundreds of team members across multiple sites and languages. He launched new divisions for several companies, growing revenue significantly within 6 months by hiring staff and setting up infrastructure. He is certified at the highest level for call center management and currently serves as VP of Vendor Relations for a call center association chapter.
This document is a resume for Kim Jimenez summarizing their experience working for various companies providing IT support and business analysis services over the past 10+ years. They have extensive experience managing client services, testing software, and resolving issues for enterprise clients. Their skills include Microsoft Office, CRM systems, payroll systems, and data warehouse experience. Their most recent roles involved culinary logistics analysis, service delivery, and implementation work for Ceridian.
The document discusses the need for businesses to have tools that increase productivity, speed up processes, provide necessary information to clients, and improve profitability. It then describes a back office software solution that provides features like merchant onboarding, underwriting, fraud monitoring, PCI compliance assistance, and transaction processing to help businesses address these needs. The solution is customizable and aims to help businesses keep up with changing expectations and regulations.
Increase Financial Firms' Sales Performance & Compliance with Compensation Ma...Perficient, Inc.
Financial services and banking organizations are challenged with aligning sales performance with corporate goals to drive business growth. In addition to financial performance, one of the largest challenges financial institutions face today is managing the balance of meeting regulatory requirements without potentially disrupting performance.
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Danny Wahl has over 20 years of experience managing projects, people, and business solutions. He is seeking a management position where he can lead process analysis, design, and implementation of business solutions for customers and internally. He has extensive experience implementing and supporting ERP systems from Sage and CRM systems, as well as analytics tools like Crystal Reports.
1. Dave Yeager
128 Lakeview Drive
Hendersonville TN 37075
(615) 473-3459 (Cell)
(615) 822-7416 (Home)
dave.yeager@att.net
http://www.linkedin.com/in/daveyeager
EXECUTIVE
SUMMARY
Hands on technical professional with 25+ years of experience, primarily in retail with
experience in the healthcare and hospitality industries as well. Proven track record of
delivering business solutions on time and under budget. Excellent leadership, team building
and mentoring skills resulting in outstanding internal/external customer service. Highly
proficient with current technologies including VB6, .NET, Crystal Reports, Business Objects,
SQL, Hyperion essBase, Microsoft Office and BigFix.
PROFESSION
AL
EXPERIENCE
June 2010 –
Present
Dollar General Corporation, Goodlettsville,TN 37072
Senior Manager of POS Applications
Worked directly with the business end users in Store Operations, Finance, Marketing and
Merchandising to gather requirements, schedule resources and deliver three or more POS
Releases on an annual basis. Manage a small team of POS developers, Linux Specialist and
Store Discount Developer.
Manage SDLC creation and maintenance throughout the process, with a Waterfall approach.
POS Releases over five years included the following components:
• POS operating system upgrade from DOS to Linux. Remotely upgraded 20,000 POS
devices. Only needed to send technicians to 156 locations.
• EMV US implementation.
• e911 fee collection for pre-paid phones and minutes.
• Vantiv BIN file integration.
• Allow partial credit authorizations.
• Pin Pad serial number monitoring and alerting.
• Women, Infant and Child (WIC) tender type.
• Restricted Items implementation for Liquor and Tobacco.
• Recycling Fee capture.
• Medagate Tender Type.
• CRV and eWaste collection for California.
• Real Time Store that sends transaction data to corporate office every 8 minutes for
12,000+ locations.
2. July 2004 -
December 2009
• Significant Store Discount enhancements.
• Unique Bounceback coupons saving $25MM annually.
• Paypal tender.
• Non-Merchandise (pre-paid cards) Modernization.
• Coupons.com redemption.
• Debit Cash Back fee, generating $20MM of revenue annually.
• Numerous tax system updates for compliance in various states.
Supported the POS environment via BigFix for 60,000+ POS and Payment Terminal devices.
This was done in order to allow the development team write code, not get bogged down by
support.
Wrote scripts that were run via BigFix on several occasions when data from upstream systems
was incorrect cause pricing and other execution errors.
Goody’s Family Clothing, Inc., Knoxville, TN
Vice President of Corporate Systems
Worked directly with the CEO, CFO and other C-Level executives in Finance, Merchandising,
Planning & Allocation, Product Development, Marketing, Distribution & Logistics, Human
Resources, Store Operations, and eCommerce. Effectively prioritized projects for all
departments to provide business solutions that were the most beneficial and had the highest
ROI with emphasis on providing outstanding internal customer service and communication.
Responsible for all systems development, integration and maintenance using a wide variety of
technologies and data sources. Responsible for implementation and integration of “best of
breed” software packages, maintenance of legacy platforms, and in-house developed
applications. Responsible for analyzing and providing cost effective solutions through business
process improvements and/or system enhancements. Responsible for all EDI integration with
hundreds of trading partners.
Provided strong leadership, coaching and mentoring to a department consisting of sixteen
developers with varying levels of expertise. Responsible for all aspects of capital and expense
budgeting and accountability, consistently delivering desired results.
Designed, developed and/or led development, implement and support the following systems:
3. • In-house developed eCommerce Fulfillment Center Application was developed in less
than 4 weeks saving the company $175,000 which was the lowest bid for outside
consultants. This involved applications running at six fulfillment stores and the
corporate office.
• Implemented/integrated XBR (DataVantage) Loss Prevention System.
• In-house developed Store P&L reports for stores, DM’s, RVP’s and LP distributed at
various levels of the store hierarchy.
• In-house developed Customer Relationship Management System capturing
transactional spending history and demographic information for over 8 million
customers driving marketing efforts. Note: The data for these customers was later
transferred to Stage Stores after they purchased the Goody’s name and CRM data.
• Developed Hyperion essBase Cubes and ETL feeds from other data sources which
transformed the ability to accurately gauge company performance.
• In-house developed PCI Compliant Credit Card Management System, which helped to
avoid costly credit card data theft that had occurred at other retailers including TJX.
• In-house developed web-based (VB & ASP.NET) Personnel Contact management
application with integration to Lawson HR system.
• In-house developed web-based (VB & ASP.NET) Executive Information Portal with
Sales, Margin, and Inventory data displayed at any intersection of store and
merchandise hierarchies.
Integral member in the development and/or improvements to a number of critical business
processes including:
• Reduced EDI VAN Costs by 50% annually ($125K) through implementation and
integration of AS/2 peer to peer communications.
• Receiving Sortation System upgrade increasing cross-dock capabilities by 150%.
• Implementation of pick and pack operation for secondary distribution of product after
initial floor set was delivered to the stores.
4. • Sarbanes/Oxley and PCI (Credit Cardholder Protection) Compliance resulting in
corporate compliance to the mandated policies.
• Developed and implemented workflow application to support all code movement
policies and reporting for internal and external audits.
• Led multi-department assessment, selection and purchase of assortment planning
solution.
• Upgraded Online Project Tracking system to be web-based with workflow automation
across the entire organization.
• Led assessment of SaaS providers in an attempt to restart Goody’s without existing
systems and costs related to them. Identified and selected three vendors to handle all
of Goody’s systems needs: NetSuite for ERP, On-Site for POS, and Predictix for
Planning.
Company Awards Received:
• Received ‘Outstanding’ rating on every annual review
• ‘Never Says No’ Award, December 2004
October 1999 -
July 2004
Goody’s Family Clothing, Inc., Knoxville, TN
Director of Financial and HR Systems
Works directly with the CFO and other company executives in Finance, Marketing, Human
Resources, Store Operations.
Responsible for all systems development, integration and maintenance using a wide variety of
technologies and data sources. Responsible for implementation and integration of Lawson
Financials and HR solutions with legacy systems, and in-house developed applications.
Responsible for all EDI integration with hundreds of trading partners.
Provides strong leadership and mentoring to a department consisting of six developers with
varying levels of expertise.
Designed, developed and/or led development and implemented the following systems:
• Vendor Compliance Management System resulting in six million dollars annually of
automatically generated revenue for vendor’s failure to follow EDI and logistics policies
5. and standards.
• In-house developed Electronic Store Payroll System (.asp) resulting in $300,000
annual savings by eliminating costly overnight mailings by allowing pay stubs and
associate shopping cards to be printed at store level.
• In-house developed Store Job Posting System (.asp) for posting, tracking and
reporting purposes of internal and external candidates within a 30 minute drive time
radius of each store.
• Integrated new POS (NCR 7455) functionality with all corporate systems during new
POS testing and rollout.
• Numerous Lawson Upgrades performed in-house saving hundreds of thousands of
dollars compared to using outside consultants.
• Automated and streamlined Sales Audit processes including Bank Card processing
and settlement.
• In-house developed Returned Check Processing System automating aging and write
offs of bad checks reducing the number of clerks responsible for process from three to
one.
Integral member in the development and/or improvements to a number of critical business
processes including:
• Departmental System Development Life Cycle (SDLC) and Online Project Tracking
system setting the development structure for the department.
• EDI integration with Accounts Payables and Distribution reducing headcount in these
departments as well as much faster processing timeframes.
Company Awards Received:
• Received ‘Outstanding’ rating on every annual review
• ‘Key Player’ Award, December 2002
March 1996 -
October 1999
Southland Medical Supply, Inc., Knoxville, TN
Chief Information Officer
6. Responsible for support and maintenance of all corporate and field systems. Support of all
Executive Management and Marketing initiatives as well as 180 users and over 1,200
customers. Designed, developed and/or led development and implementation of the following:
• Remote Scanner Inventory and Replenishment System, which fully automated the
business process which had previously been completely manual.
• PatientTrack 2000 Order Entry and Tracking System which led to 6 million dollars of
new revenue over an 18 month period.
• EDI transactions with several vendors and customers eliminating manual processes
and headcount.
• Hundreds of reports for users and customers.
July 1994 -
March 1996
Goody's Family Clothing, Inc., Knoxville, TN
Project Manager, MIS/Store Systems Development
Duties included POS application development and configuration for 7058, 7052, and 7450 POS
platforms running Triversity back office and POS software. Responsible for staff of five
programmers and programmer/analysts development of POS, PC and AIX applications.
Key accomplishments:
• Established Store Systems application development staff and environment.
• Successfully deployed an NCR 7450 (Dynakey) pilot store complete with wireless
terminals in fall of 1995. Customized entire transaction set with Trimax POS software.
• Developed and implemented rigorous transaction set testing scripts for POS and Back
Office Applications.
• Designed, developed and implemented Personal Information Entry System at store
level and integrated store personnel changes directly into the legacy payroll system.
• Designed Promotional Markdown system to allow for corporate level markdown and
margin control using date/time driven events that integrated with the Store PLU
database and application.
July 1991 -
July 1994
Ames Department Stores, Inc., Rocky Hill, CT
Systems Analyst, MIS/Store Systems Development
7. Duties included POS application specification, design, programming, and implementation on
IBM 4680 and Aware/4680 platforms. Responsible for three programmer/analysts
development of software for IBM 4680 POS terminals written in IBM Basic and Aware/4680
terminals written in SCO XENIX C.
January 1988 -
March 1991
Pratt & Whitney Company, Inc., Bloomfield, CT
Software Design Engineer, CNC Controls
Duties included software development using Texas Instruments 960 and 990 computers for
Teammate CNC control. Software development using C, C++, Assembler, Basic, and
dBase III+ for numerous PC applications in the MS-DOS environment. Responsible for the
system administration of 3COM LAN and Gateway to an IBM AS/400 running BPCS.
OTHER
EXPERIENCE
1983 – 1987
Oakwood Restaurant, West Hartford, CT
General Manager
Duties included the operation and maintenance of CPM based Remanco and MS-DOS based
Contel restaurant computer systems. Responsible for all aspects of restaurant management
for 250 seat upscale Italian establishment.
EDUCATION Hartford State Technical University, Hartford, CT
Associate’s Degree in Computer Science, June 1985. Languages learned included Basic,
FORTRAN, COBOL, Assembler and dBase II.
ADDITIONAL
EDUCATION
Microsoft Visual Studio, Online Self-paced Video Series
August 2008
Hyperion Certified Developer, Hyperion System 9 BI+ Analytics 9.0, Atlanta GA
January 2007
XML – Level 1, Knoxville TN
June 2007
IBM 4680, Raleigh NC
May 1993
SCO UNIX, Washington DC
February 1992
TECHNICAL
SUMMARY
Software: Microsoft Visual Studio (VB.NET, ASP.NET), Visual Basic 6, Hyperion essBase,
Crystal Reports, Lawson HR and Financials, BizLink AS/2, UNIX, Oracle
Databases (numerous), SQL Server, MS Access, IQ Report Writer.
8. Hardware
:
X86 PC’s, numerous RS/6000 systems, IBM 3683 and 4683 POS Terminals,
NCR 7058, 7052, and 7450 POS Terminals, Symbol 3805 and 3100 PDT
Scanners.
REFERENCES AVAILABLE UPON REQUEST