LinkedInJoseph Aakre

Joseph Aakre

Solutions Engineer at NAVEX Global

Portland, Oregon Area
Information Services
  1. Exterro, Inc,
  2. TogetherFarm,
  3. Fios, Inc.
  1. Concordia University-Portland
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Concordia University-Portland

Concordia University-Portland

Business Administration

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Joe Aakre is a Solutions Engineer at NAVEX Global.

Prior to joining NAVEX Global, Joe managed the Solution Consulting group at Exterro, Inc.

In addition to managerial duties, his primary responsibilities included maintaining ongoing relationships with existing clients and performing wellness checks on key accounts through status calls and in-person visits.

He brings over 20 years of industry experience from major corporations and large law firms. His background also includes work as a legal investigator, paralegal, litigation support manager, project manager, and software product manager.


Solutions Engineer

NAVEX Global
– Present (6 months)lake oswego, oregon

Manager, Senior Solution Consultant

Exterro, Inc
(3 years)Portland, Oregon Area

Manage Sales Engineering team while functioning as a Solution Consultant. Listen and design solutions targeted at bringing consistency and efficiency to client problems along the EDRM. Serve as primary sponsor for the integration between kCura’s “Relativity” and Exterro’s “Fusion” platform. Function as primary sales support resource for Service Provider channel. Act as the primary liaison between the product team and sales team. Work with overseas team located in Coimbatore, India on training, feedback and user acceptance testing. Provide sales engineering and account strategy for both internal and field sales representatives. Create data sheets and web content for marketing communications. Present new products at trade shows, sales calls and online demonstrations. National and international travel to strategic accounts.

Co-Founder; Sales and Marketing

(3 years 4 months)Portland, OR

Co-founded Togetherfarm, LLC, during the final year of MBA program while maintaining full time employment. Lead product development and design. Responsible for all product marketing and sales. Successfully ran Kickstarter campaign that funded at nearly $80,000. Used startup funds to begin manufacturing and international distribution of the flagship product, Togetherfarm Blocks.

Product Manager

Fios, Inc.
(3 years 1 month)Portland, Oregon Area

Research and define product requirements for the expansion of features on software platforms. Develop product strategy including roadmaps, pricing and profitability analysis. Manage product life cycle from the concept phase through launch and ongoing maintenance. Develop the core messaging for products and services. Partner with internal Marketing Communications team to define the go-to-market strategy. Present new products at trade shows, sales calls and online demonstrations. Participate in web casts and write white papers and collateral promoting new products. Regularly train new staff and clients on the effective use of new and existing software.

Project Manager

Fios, Inc.
(6 years 2 months)Portland, Oregon Area

Manage simultaneous high profile, high value projects in a fast paced environment. Gather, validate, and document business requirements at a complex, cross-functional and cross-regional level. Manage project communications and report project status to stakeholders. Develop project plan, schedule, scope and deliverables. Monitor and evaluate risks, develop and implement contingency plans. Communicate and coordinate the translation of functional requirements into technical solutions with internal technical resources. Responsible for the accuracy and completeness of requirements. Secure final requirements approval from clients. Initiate both case closeout and document internal and external project retrospective. Evaluate and interview candidates for department expansion. Manage project communications and report project status to stakeholders.

Litigation Support

(1 year)Portland, Oregon Area

Provided litigation support primarily to the product liability group and secondarily to the larger company. Worked with Daimler Chrysler during the implementation of Law Manager, a case management tool.


Latham & Watkins
(3 years)San Francisco Bay Area


Content Analyst (CAAT)

Certified Administrator, License NA
– Present

Exterro Fusion Platform: Certified Sales Engineer

Exterro, Inc.
– Present



Search team participant
– Present

Project Management Institute (PMI)

– Present


From Point Products to Platforms: The E-Discovery Technology Evolution(Link)

Litigation Support Today
July 2012

Articles discusses the pros and cons of point products vs. platform solutions.

Ethics & Spoliation of Evidence: It's a Compliance Issue(Link)

Speaking Event: OPA Conference Session
October 2012

Overview of compliance, spoliation, and legal hold issues in an ever changing technological landscape.



  • Sales Engineering
  • Software Project...
  • Product Management
  • Product Marketing
  • Sales Enablement
  • Litigation Support
  • Consulting
  • Product Development
  • China Manufacturing
  • Teaching Adults
  • College Teaching
  • Training Delivery
  • Training
  • Enterprise Software
  • Professional Services
  • Contract Negotiation
  • Project Management
  • Management
  • SaaS
  • Document Management
  • Sales
  • Cloud Computing
  • Go-to-market Strategy
  • CRM
  • Channel Partners
  • Strategic Partnerships
  • Solution Selling
  • Start-ups
  • Sales Process
  • Lead Generation
  • Pre-sales
  • Business Process
  • Strategy
  • See 20+  See less


Concordia University-Portland

Master of Business Administration (MBA), Business Administration

California State University-Sacramento

Bachelor of Arts, English Literature

Activities and Societies: ESL Tutoring; volunteer teaching

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