Michael Whalen
                                 mwhalen@q.com Cell: 720.318.6401

Qualification
Information Technology and Business Operations professional with over 20 years of executive
and senior management experience.


Skills
    Strategic Planning & Implementation                      Vendor Management
    Financial: P&L, Budgeting & Forecasting                  Business Process Reengineering
    Business and Technical Assessment                        Project Management
    Sales Engineering and Account Management                 Change Management
    Customer Relationship Management Product Solutions       Customer Service and Contact Centers
    Knowledge Management Tools                               Voice and Data Networks
    Business Intelligence & Analytics                        Public Speaking
    Systems Architecture Planning                            Executive Board Presentations
    Enterprise Resource Planning deployment                  Siebel CRM deployment


Experience
Ricoh Production Print Solutions | Boulder, Colorado
Vice President and Chief Information Officer,May 2007– December 2012
RPPS is a division of Ricoh Corporation forthe purpose of manufacturing industrial high speed printing
devices and the development of print management software. RPPS is a global company operating in
thirty-five countries. My responsibilities include: day to day management of all aspects of technology
operations, networking, telecommunication, in support of global business operations.

Key Contributions:
   Successful deployment of a Global Oracle ERP instance servicing the business in thirty-two countries
   around the world using a single system implementation.
   Responsible for the RPPS/IBM engagement for the design, development, and deployment of Oracle
   ERP, Siebel CRM, and all infrastructure related elements necessary to successfully transition RPPS
   from IBM legacy systems and applications consisting of over 200 onshore and offshore developers.
   Re-engineered the existing IBM sales and lead management systems onto Siebel software. This had
   dramatically improved visibility into leads, opportunities, and sales pipeline reporting.
   Relocated 95 offices worldwide.
   Managed the deployment of a new global network with data centers in Japan, Argentina, London,
   and the United States.
   Managed the deployment of a new Corporate IT Infrastructure architecture including a global VoIP
   deployment.
   Managed outsourced services with IBM; negotiate, review, and manage service level contractual
   agreements.
Michael Whalen

Percepta | Englewood, Colorado
Director, Information Technology, Applications and Infrastructure,July 2001 – May 2007
Percepta is a joint venture between Teletech Holdings and Ford Automotive for the purpose of managing
Customer Relationship Management solutions for Ford. Percepta currently operates seven CRM centers
around the world on behalf of Ford. My responsibilities include: day to day management of operations
support for CRM applications, program launch for new applications, technical sales support, systems
architecture planning, database administration, data center infrastructure, desktop systems, and vendor
management.

Key Contributions:
   Developed a data warehouse strategy to replace all operational reports into a centralized reporting
   portal that includes departmental functional reports and management digital dashboard views.
   Led the transition to a Siebel CRM solution for the Toronto Canada Concern Resolution Center
   consisting of 500 end users. Responsible for budget, project timeline, resource allocation, user
   acceptance testing, and conversion planning.
   Instrumental in the selection of marketing application tools that integrated with existing hardware
   platforms to allow speed to market solutions for Ford Marketing programs.
   Managed the business case development and return on investment strategy of Voice Recognition
   solutions to cut costs and drive call-handling efficiencies into the call center.
   Drove the improvement of the sales-to-implementation process to ensure customer expectations were
   developed and systems functionality delivered to meet with expectations. Improved on the systems
   delivery documentation in order to speed up the delivery cycle for CRM solutions.


J.D. Edwards | Denver, Colorado
Director Information Technology Architecture,January2000 – June2001
J.D. Edwards (acquired by PeopleSoft) is an Enterprise Resource Planning software company. Reporting
to the CIO, my responsibilities included: identifying technology related gaps for internal systems used for
back office processes within J.D. Edwards, documentation of existing architecture, and proposing
strategic direction related to hardware, software, and telephony products.

Key Contributions:
   Managed the redesign of the technology infrastructure documentation process to better represent
   functional areas and responsibilities.
   Managed the technology gap analysis to determine outdated or expiring technologies and future
   replacements.
   Managed the implementation of an IT Architecture web site as a reference tool for systems
   engineers.
   Developed position papers on m-commerce, wireless email, Infiniband networking fabric, multi-
   gigabit Ethernets, Storage Area Network, and Bluetooth technologies.
   Participated and presented at a benchmarking forum with Fortune 500 companies to establish
   best practice measurements and technology improvements opportunities.
   Managed the Microsoft partner program architecture efforts. Worked with Microsoft consultants
   to determine strategic direction and how the company might benefit from new product releases.
Michael Whalen

United Membership Marketing Group | Lakewood, Colorado
Chief Operating Officer,November1998 – December1999
UMMG was a financial services company providing education services to credit challenged consumers.
UMMG is no longer in business. Reporting to the President, my responsibilities included: management
of all activities related to customer service and support, telecommunications, wide area networking,
vendor selection and management, shipping and receiving, general office operations, and executive
participation.

Key Contributions:
   Managed the day-to-day customer service operations of a 300 seat call center.
   Negotiated an outsource contract with an external customer service organization that allowed the
   company to more than triple the call volume capacity monthly. Realized a savings of
   approximately $200K a month over a build-out in house solution.
   Contracted a shipping fulfillment operation that saved the company approximately $16K
   monthly over existing bulk mail rates.
   Expanded the collections programs to service leverage opportunities for United Credit National
   Bank providing over $1.6 MM in additional revenue annually.
   Managed the development and implementation of a pre-screening system to offer credit card
   services to people with the appropriate qualifications using IVR technology. Savings in excess of
   $250K monthly were realized over the existing vendor operations.
   Negotiated new telecom contracts saving the company $350K in upfront costs and over $30K in
   monthly telephony charges.
   Established service metrics, customer policy, and performance metrics for customer service
   personnel.



Education
University of Denver, Denver Colorado
2006 Executive MBA
Metropolitan State College of Denver, Denver Colorado
1985 B.S. Computer Science

Michael Whalen cv

  • 1.
    Michael Whalen mwhalen@q.com Cell: 720.318.6401 Qualification Information Technology and Business Operations professional with over 20 years of executive and senior management experience. Skills Strategic Planning & Implementation Vendor Management Financial: P&L, Budgeting & Forecasting Business Process Reengineering Business and Technical Assessment Project Management Sales Engineering and Account Management Change Management Customer Relationship Management Product Solutions Customer Service and Contact Centers Knowledge Management Tools Voice and Data Networks Business Intelligence & Analytics Public Speaking Systems Architecture Planning Executive Board Presentations Enterprise Resource Planning deployment Siebel CRM deployment Experience Ricoh Production Print Solutions | Boulder, Colorado Vice President and Chief Information Officer,May 2007– December 2012 RPPS is a division of Ricoh Corporation forthe purpose of manufacturing industrial high speed printing devices and the development of print management software. RPPS is a global company operating in thirty-five countries. My responsibilities include: day to day management of all aspects of technology operations, networking, telecommunication, in support of global business operations. Key Contributions: Successful deployment of a Global Oracle ERP instance servicing the business in thirty-two countries around the world using a single system implementation. Responsible for the RPPS/IBM engagement for the design, development, and deployment of Oracle ERP, Siebel CRM, and all infrastructure related elements necessary to successfully transition RPPS from IBM legacy systems and applications consisting of over 200 onshore and offshore developers. Re-engineered the existing IBM sales and lead management systems onto Siebel software. This had dramatically improved visibility into leads, opportunities, and sales pipeline reporting. Relocated 95 offices worldwide. Managed the deployment of a new global network with data centers in Japan, Argentina, London, and the United States. Managed the deployment of a new Corporate IT Infrastructure architecture including a global VoIP deployment. Managed outsourced services with IBM; negotiate, review, and manage service level contractual agreements.
  • 2.
    Michael Whalen Percepta |Englewood, Colorado Director, Information Technology, Applications and Infrastructure,July 2001 – May 2007 Percepta is a joint venture between Teletech Holdings and Ford Automotive for the purpose of managing Customer Relationship Management solutions for Ford. Percepta currently operates seven CRM centers around the world on behalf of Ford. My responsibilities include: day to day management of operations support for CRM applications, program launch for new applications, technical sales support, systems architecture planning, database administration, data center infrastructure, desktop systems, and vendor management. Key Contributions: Developed a data warehouse strategy to replace all operational reports into a centralized reporting portal that includes departmental functional reports and management digital dashboard views. Led the transition to a Siebel CRM solution for the Toronto Canada Concern Resolution Center consisting of 500 end users. Responsible for budget, project timeline, resource allocation, user acceptance testing, and conversion planning. Instrumental in the selection of marketing application tools that integrated with existing hardware platforms to allow speed to market solutions for Ford Marketing programs. Managed the business case development and return on investment strategy of Voice Recognition solutions to cut costs and drive call-handling efficiencies into the call center. Drove the improvement of the sales-to-implementation process to ensure customer expectations were developed and systems functionality delivered to meet with expectations. Improved on the systems delivery documentation in order to speed up the delivery cycle for CRM solutions. J.D. Edwards | Denver, Colorado Director Information Technology Architecture,January2000 – June2001 J.D. Edwards (acquired by PeopleSoft) is an Enterprise Resource Planning software company. Reporting to the CIO, my responsibilities included: identifying technology related gaps for internal systems used for back office processes within J.D. Edwards, documentation of existing architecture, and proposing strategic direction related to hardware, software, and telephony products. Key Contributions: Managed the redesign of the technology infrastructure documentation process to better represent functional areas and responsibilities. Managed the technology gap analysis to determine outdated or expiring technologies and future replacements. Managed the implementation of an IT Architecture web site as a reference tool for systems engineers. Developed position papers on m-commerce, wireless email, Infiniband networking fabric, multi- gigabit Ethernets, Storage Area Network, and Bluetooth technologies. Participated and presented at a benchmarking forum with Fortune 500 companies to establish best practice measurements and technology improvements opportunities. Managed the Microsoft partner program architecture efforts. Worked with Microsoft consultants to determine strategic direction and how the company might benefit from new product releases.
  • 3.
    Michael Whalen United MembershipMarketing Group | Lakewood, Colorado Chief Operating Officer,November1998 – December1999 UMMG was a financial services company providing education services to credit challenged consumers. UMMG is no longer in business. Reporting to the President, my responsibilities included: management of all activities related to customer service and support, telecommunications, wide area networking, vendor selection and management, shipping and receiving, general office operations, and executive participation. Key Contributions: Managed the day-to-day customer service operations of a 300 seat call center. Negotiated an outsource contract with an external customer service organization that allowed the company to more than triple the call volume capacity monthly. Realized a savings of approximately $200K a month over a build-out in house solution. Contracted a shipping fulfillment operation that saved the company approximately $16K monthly over existing bulk mail rates. Expanded the collections programs to service leverage opportunities for United Credit National Bank providing over $1.6 MM in additional revenue annually. Managed the development and implementation of a pre-screening system to offer credit card services to people with the appropriate qualifications using IVR technology. Savings in excess of $250K monthly were realized over the existing vendor operations. Negotiated new telecom contracts saving the company $350K in upfront costs and over $30K in monthly telephony charges. Established service metrics, customer policy, and performance metrics for customer service personnel. Education University of Denver, Denver Colorado 2006 Executive MBA Metropolitan State College of Denver, Denver Colorado 1985 B.S. Computer Science