
Technology and Management Consultant
Greater Denver Area

Technology and Management Consultant
Greater Denver Area
Technology and management consultant with extensive experience in enterprise content management and electronic records management. Process review and redesign, vendor selection, implementation oversight, and hands-on implementation of selected solutions. Speak and write extensively on related technology issues including ECM, ERM, Enterprise 2.0, email management, digital preservation.
Technologies: Document imaging, document management, records management, electronic records management, collaborative tools, email management, instant messaging, Web 2.0, Enterprise 2.0, social networking
Processes: Strategy, requirements definition, requirements validation, process analysis, records assessment, policy development, vendor selection, RFP development, implementation oversight, procurement, trusted advisor
(Privately Held; 51-200 employees; Information Technology and Services industry)
April 2007 — Present (2 years 8 months)
Access Sciences provides management and technology services to organizations from small foundations and local government to Fortune 100 corporations. For more information visit our website at http://www.accesssciences.com.
My role is split between service delivery and business development. I also provide ad hoc advisory services where a full-blown consulting engagement would simply be too much overhead, and I do a lot of public speaking, training, RFP qualification and response.
(Non-Profit; 11-50 employees; Non-Profit Organization Management industry)
September 2001 — Present (8 years 3 months)
Director, 2007 - present; Past Chair, Technology Advisory Committee; Past Chair, Communications Advisory Committee; past member, 2003 Program Committee, 2004 Program Committee, 2006 Program Committee; past member, Email Management Task Force, Glossary Task Force (Task Force Leader), Professional Competencies Task Force
(Non-Profit; Civic & Social Organization industry)
April 2002 — May 2008 (6 years 2 months)
Secretary 2002-2003; President 2003-2004; Past President/VP 2004-2005; President 2005-2006; Past President 2006-2008
(Non-Profit; Management Consulting industry)
August 2001 — May 2008 (6 years 10 months)
Director, 2004-2005; Past Chair, Professional Advisory Council; Past Chair, Master Accreditation Committee; Editor, TR-41; Conference Planning Team, AIIM 2005; extensive standards work 2002 - 2007
(Privately Held; 11-50 employees; Management Consulting industry)
July 2004 — March 2007 (2 years 9 months)
- Developed and delivered technical training workshops on enterprise content management, document management, records management, document imaging, including AIIM ERM Master Class, AIIM ECM Master Class, CompTIA CDIA+, TAWPI ICP
- Developed and delivered numerous presentations on ECM and RM strategies, processes, and technologies to local, regional, national, and international audiences
- Managed numerous projects including document imaging strategy for US Federal government, DoD5015 certification for software vendor
- Identified/verified requirements for document retention solutions
(Management Consulting industry)
2001 — 2005 (4 years )
ICP Blue Ribbon Commission
(Management Consulting industry)
2001 — 2005 (4 years )
(Public Company; Management Consulting industry)
1997 — 2004 (7 years )
(Privately Held; 51-200 employees; Computer Software industry)
June 1997 — July 2004 (7 years 2 months)
(Government Agency; 10,001 or more employees; USMC; Military industry)
October 1988 — January 1996 (7 years 4 months)
1988 - 2000: Basic Spanish school, Cryptologic Technician School
2000 - 2002: Cryptologic Linguist, Co D, MarSptBn, Galeta Island, Panama
2002 - 2003: Cryptologic Linguist, Co L, MarSptBn, Guantanamo Bay, Cuba
2003 - 2006: Drill Instructor, Co L, 3rd RTBN, RTR, MCRD San Diego
2006: Honorable discharge
MOS 2674/8511 (since changed to 0911)
Final rank: Sgt
MARA , Records Management , 2009 — 2011 (expected)
Graduate certificate , Document management , 2003 — 2004
BA , Political Science , 1997 — 2001
Minor in History, significant coursework in Economics, Philosophy, Criminal Justice
email management, Web 2.0, Enterprise 2.0, information management, technical training, collaborative tools, electronic records management, digital preservation, racquetball, Hash House Harriers, gourmet cooking, chocolatemaking
AIIM, ARMA, National Speakers Association, Institute for Management Consulting, Mensa, ISPE, USMC Drill Instructor Association (life member)
ARMA International Britt Literary Award, 2009
Certified Records Manager (CRM), 2009
AIIM EMMM (Email Management Master), 2008
AIIM BPMS (BPM Specialist), 2007
AIIM Education Award, 2006
AIIM ECMM (Enterprise Content Management Master), 2006
AIIM ERMM (Electronic Records Management Master), 2006
AIIM LIT in Electronic Records Management, 2004
AIIM LIT in ECM, 2004
AIIM ECMP (Enterprise Content Management Practitioner), 2003
AIIM LIT (Laureate of Information Technologies) in Electronic Document and Image Management (EDIM), 2003
AIIM MIT (Master of Information Technologies), 2002
CompTIA CDIA+, 2002
CompTIA Certified Document Imaging Architech, 2001
TAWPI ICP (Information Capture Professional), 2002, 2007
Xplor EDP (Electronic Document Professional), 2002, 2007