Work experience

Work experience
Nov 2009 - Present

Trainer/Course ware Developer/Consultant

Independent Training/ Implementation Consultant

Consulted for RMGT Property Management, GMCR, TOP Step Consulting and JPW Consulting


  • Delivered Microsoft Dynamics CRM training / support
  • Design, develop, and maintain course materials for enterprise level business systems, used Captivate and Articulate Storyline for Storyboards and blend elearning CBT’s
  • Delivered training to employees for Oracle CRM Fusion, CRM and Siemens Product Lifecycle Management (PLM) systems.
  • Course materials include course design, storyboards, student and instructor guides, Job Aids, lab exercises and templates for public courses as well as self-paced training titles for end users.
  • Delivered live training and training via WebEx to End Users. This included Microsoft Upgrades, Windows 7 and 8 Office 2010 and Microsoft Business Contact Management (BCM) Dynamics CRM application implementation. Also trained staff on Jobs Aids, Screen Cast and QuickBooks.
Nov 2010 - Nov 2011

Trainer Courseware Developer

NetSuite, Inc.
Left due to reduction in force of the Professional Services Depts. Responsibilities:
  • Delivered training via WebEx to NetSuite CRM Administrator and End Users.
  • Designed, developed, and maintained course materials for customers, partners and employees, including course design, storyboard, student and instructor guides, lab exercises and templates for public courses as well as job aides and self-paced training titles for end users. ERP including financials training and CRM partner training.
Sep 2009 - Oct 2010


Independent Training/ Implementation Consultant

Contracted for Imclone Inc. And Eli Lilly and Company(Contract Completed)


  • Implementations Specialist and Trainer for web based Contracts Management and SharePoint initiative.
  • Trained staff on requiring contracts language that dictated the following of GMP procedures, and guidelines that correspond with government legislation. Basic concepts whose goals were to safeguard the health of patients as well as producing good quality medicine, medical devices or active pharmaceutical products. Manage project planning, scope, issues and risks; specifically project plan, status reporting, deliverable oversight, client interactions, budget, adherence to process.
  • Lead project team by working closely with analysts, architects and developers.
  • Clearly communicates to both IT and business unit staff the impact of the project.
  • Facilitate requirements gathering from both technical and non-technical business personnel.
  • Transform results of requirements meetings into documentation using standard formats.  Seek corrections and incorporate changes into documentation; facilitates final sign-off from appropriate business unit officer/s.
  • Develops business cases including ROI/TCO estimation.
  • Works closely with project team by assisting in evaluation of business/functional requirements in order to create data models, system requirements, technical specifications.
  • Articulates complex ideas, issues and designs to varied audiences; communicates project objectives, scope and direction to project team; educates IT staff on business vision and plan.
  • Manage system changes and keep requirement documents current; negotiate changes to project plans based on new requirements. Enforce change management processes and capture all changes as new revisions of systems documentation.  Track and communicate cost implications of changes to the business units, obtain approval to incur the costs.
  • Assist in validation of systems against business/functional requirements. 
Jul 2008 - Jul 2009

Employee Training Director

Aberdeen Group Inc., Market Research

Left Due to reduction in force from parent Company Hart/Hanks


  • Training Manager/ CRM Administrator 07/2008-7/2009
  • Aberdeen Group Inc Market Research (Left Due to reduction in force from parent Company Hart/Hanks)
  • Development and administration of organization training programs, training objectives, strategies and policies.
  • Direct the implementation of policies and procedures related to various training and educational programs.
  • Investigate and evaluate a variety of in-house and outside training and educational programs. Direct analysis and design of materials and programs. Analyst training and CRM training and courseware development.
  • Development and administration of organization training programs, training objectives, strategies, policies, and programs. 
  • Direct the implementation of policies and procedures related to various training and educational programs for the employees.
  • Report to C Level officer and have manager level reporting to me.
  • Investigates and evaluates a variety of in-house and outside training and educational programs. Conducts needs evaluation and designs curricula and courses to meet those needs. 
  • Liaises with management to ensure training and educational programs achieve corporate goals.
  • Direct analysis and design of materials and programs and suggests enhancements. 
  • Ensures all new employees complete orientation/general instructional sessions and report to management. 
  • Prepares and approve budgets.
  • Research methodology training and Sales training to new as well as current staff to improving both times to productivity and overall job competency.
Nov 2007 - Jul 2008


Independent Consultant/Trainer, Accenture.

Contract completed 7/2008


  • Implementation consulting with Accenture for AT&T ECON Web based Contracts Project.
  • Trained Accenture and AT&T staff in the use and in support of Emptoris Contract Management, (ECM) software.
  • Led transfer of project from third party consulting agency to Accenture and AT&T.
  • Delivered the following services: PC Configuration, local area networking, security, software and hardware installation as well as general trouble shooting. Computer optimization and tuning and advanced data backup. Wired and wireless networking, Intuit software training and set up for Quicken and QuickBooks, ERP and other application training and consulting.
Aug 2006 - Nov 2007

Senior Education Consultant Trainer


Left due to reduction in force of the entire Training Dept


  • Delivered world-class learning solutions and facilitated the rapid adoption and utilization of Emptoris Web-based On Demand Solutions Sourcing, Contracts and Spend Analysis to Fortune 500 customers.
  • Facilitated onsite and offsite application training for end-users, project sponsors, and team members.
  • Worked with team on (CBT), computer based training and designed and developed end-user and train-the-trainer programs for instructor-led training programs.
  • Contract training included extensive use of MSWord. Designed and developed synchronous and asynchronous e-Learning programs.
  • Lead team in evaluating learning programs to ensure consistency with business objectives and best practices in adult learning. Developed new training courseware for software updates.
  • Consulted with client resources and project team members to identify role-based learning strategies and improved training delivery options.
  • Performed needs analysis of client training culture and requirements in conjunction with project team members to tailor training objectives and agendas for clients.
  • Prepared and practiced delivery capability to ensure client satisfaction and knowledge/skill transfer.
  • Managed seven training databases used by Education Services, responsible for refresh and updates as well as training database development. 
Jan 2006 - Jul 2006


Independent Trainer/Consultant

Contracted with Various Clients (Contracts Completed)


  • Delivered the following services: PC Configuration, local area networking, security, software and hardware installation as well as general troubleshooting.
  • Computer optimization, tuning, and advanced data backup. Wired and wireless networking, Intuit software training, and set up for Quicken, QuickBooks and SalesForce CRM training and consulting.
Dec 1998 - Dec 2005

Consultant /Trainer level II Support

Mapics/PivotPoint Inc.

Left due to reduction in force when Mapics/PivotPoint was acquired by Infor


  • Provided high-level technical support to the client base for Extended Systems products. Implemented and ensured a high level of customer service and satisfaction. Experienced ERP and CRM consultant and trainer.
Feb 1996 - Nov 1998

Pre-Sales Consultant Technical Lead

Computer Associates, Inc.

Resigned to take Position with Mapics


  • Trained all new consultants in the U.S. and Canada. Achieved all goals in productivity and customer service as a top performer within the first six months, member of the President’s Club.




The University of Connecticut

BA is English and History


Seeking a position that will benefit from my innovative training approach and experience that deliver measurable results while conserving resources and increasing productivity


Skip Barber School of High Performance Driving

Resigned to go to Digital Equipment Corp


Core Competencies

Experienced trainer with proven ability to evaluate, coordinate, design, and deliver comprehensive implementation methodologies for enterprise level business Blended Learning solutions. Experienced trainer of Enterprise CRM systems such as NetSuite, Microsoft Dynamics CRM, Microsoft BCM and Design, produce and maintain all training materials, communication, and supporting documentation for clients. Developed and delivered presentations and extensive training done via WebEx, RoboHelp, GotoMeeting, MS Office Suite, Word Excel, PowerPoint, Articulate Storyline, multiple (LMS) Learning management systems and (GMP) Good Manufacturing Practices. Experience with Captivate (along with other video capturing/presenting applications) and OLM (Online Learning Management).

As an implementation consultant specializing I advise businesses on the most suitable approaches and best practices in order to quickly and effectively roll out client implementation. Using the PACE method to determine the P=Pressures, A= Actions, C= Capabilities and E= Enablers.

I also use the ADDIE model of instructional Design and for training development, to build effective training and performance support tools using the ADDIE phases.

  • Analysis
  • Design
  • Development
  • Implementation
  • Evaluation

Core Competencies Continued:

  • Managing the training budget including apportioning funds across the business and monitoring expenses.
  • Contribute to the strategy and success of the Implementation team, ensuring linkages between programs (e.g. recruitment and induction) and systems. Ensure programs and projects.
  • Consult with the business to determine implementation and learning and development requirements to fit user’s needs and requirements.
  • Consult with the subject matter experts in order to define competencies and experience required for specific jobs.
  •  Manage relationships with training vendors including discounts, special offers, and customized programs.
  • People management and vendor management experience.
  •  Experience working in a dispersed environment and using technologies, and knowledge of how technology can support implementation success.
  • Possess excellent project management skills and strong business acumen, detail oriented, self-motivated.
  • Sourcing Training and Implementation
  • Configure Contracts load BTV’s, load Clauses
  • Assemble and refine Contract Templates and Notification Templates, Configure Notification Events, Configure Object Security, Define Contract, Clause & Term Naming Conventions
  • Define Contract Classes, Clause Types, Notification Templates and Notification Events
  • Load User Roles
  • Identify User Role Classifications