
Business Analyst/Project Mgr. Social/New Media Strategy, Collective Intelligence, Planning, & Online Community
San Francisco Bay Area

Business Analyst/Project Mgr. Social/New Media Strategy, Collective Intelligence, Planning, & Online Community
San Francisco Bay Area
Helping mainstream business succeed in the social media paradigm, helping everyone get over the persistent illusions. Too many customers can't wait for us to do a better job of solving their problems and reducing their pain.
Improving effective conversion in the online, face-to-face, and professional collaborative worlds through marketing, continuous process improvement, business analysis/planning, project management, traffic engineering, online community development, social networking, content management, ultra-mobile live videocasting, web strategy and analytics, and user experience.
This media, economics, IT, and data services industry executive builds solutions through teamwork, programs, processes, brands, and images while streamlining and automating workflows.
Startups, Business models/plans/funding, Operations, Process Re-engineering, Legacy roadmap-transformation, Project Management, Internet Community Development, Scripting, Radio, Podcasting, MP3, Sound, Music & Video production, merger & acquisition analysis/planning/execution, funding road show development for investors/underwriters, market analysis/modeling, strategic planning, web analytics & economic forecasts, functional specifications & requirements, EDI, mapping & GIS.
(Non-Profit Organization Management industry)
April 2007 — Present (2 years 4 months)
business development, strategic relations, program & staff requirements planning, RFPs, budgeting, proposal writing, project management, professional/social networking, online community/socialMedia/website design/editing/translations/content management.
www.wixarika.org
(Privately Held; 1-10 employees; Management Consulting industry)
June 1987 — Present (22 years 2 months)
provide business planning services to government, banking, telecommunications, gas & electric utilities, real estate, information technology, software, publishing, satellite& cable TV.
(Online Media industry)
April 2005 — October 2008 (3 years 7 months)
www.planetcheck.com
responsible for the success of a progressive green (environmental) news/talk/information/entertainment multi-platform media/community venture in the Green=Black & LOHAS marketplaces.
direct relationships with syndicators, distributors, sponsors, advertising agencies, content providers, broadcast affiliates, audience, and web community.
manage business plan, organization, organic search, applied web analytics, SEM, findability, usability, workflow, and funding.
(Non-Profit; 1-10 employees; Non-Profit Organization Management industry)
May 2007 — May 2007 (1 month)
provided project direction and coaching to the executive director in the business plan, sustainability model, innovation module, social impact module, budget proposal, 30-second pitch, marketing plan, and general presentation at NetSquared’s “Technological Innovation for Accelerating Social Change” award competition.
(Non-Profit; 1-10 employees; Non-Profit Organization Management industry)
December 2001 — April 2007 (5 years 5 months)
dedicated to the survival of Huichol indigeneous culture as well as the preservation of their history, beliefs, sacred sites, art, ceremonial objects, crafts, & artifacts. I participate in endowment, underwriting, networking, business development, program planning, and website content management.
http://www.wixarika.org
(Privately Held; 51-200 employees; Information Technology and Services industry)
January 2006 — March 2007 (1 year 3 months)
www.progent.com
Information Technology Consulting Firm specialized in mobility, networking, systems integration, advanced infrastructure, business intelligence, process engineering, process improvement, & information worker solutions.
Business Process Assessment, Analysis, Road-mapping, Engineering, Analysis & Intelligence, CIO/CTO
A recent engagement at Capcom Entertainment International, (a of manufacturer of arcade, console, and computer games) entailed business process analysis, diagnostics, improvement, operations support & advanced integration of Epicor backoffice (ERP/Accounting), EDI (Sterling GENTRANS/GIS, MS SQL tables & stored procedures, OLAP (Hyperion Essbase), customized interfaces, and client server technologies for purchase and sales order processing lifecycles (sales administration), including invoicing, warehousing, shipping, carrier management, vendor managed inventory, and invoicing.
(Privately Held; 1-10 employees; Online Media industry)
December 2003 — December 2005 (2 years 1 month)
Direct consulting services to artesanal winemakers, local associations, growing districts, appellations, wine bars/tasting rooms/restaurants, tour operators, and joint marketing associations to improve exposure, recognition, traffic, volume, branding, and imaging.
Compose and direct partner task assignments for marketing, hardware infrastructure, software applications, content, logical design of website, business model, and industry relationships.
Create operational procedures for content management, customer relations, finance, human resources, IT, membership, and sales & marketing.
Write functional specifications and requirements for accounting, advertising, billing, bug tracking, cellar management, contests, discussion forums, events calendar, focus groups, referrals via consent, registration, tasting notes, wine reviews, and workflow management.
(Privately Held; 51-200 employees; Information Technology and Services industry)
June 2000 — September 2001 (1 year 4 months)
Developed the Project Management Office
best practices and training program for Arsin development, test, QA, and deployment teams.
Managed projects at Charles Schwab and McKesson.
Articulate and standardize rapid development methodology, process engineering, workflow management, and professional services automation in the worldwide offices of Arsin.
(Public Company; 10,001 or more employees; Investment Management industry)
2000 — 2001 (1 year)
Manage design, development, testing, acceptance, and deployment of web-enabled extensions to bid/ask trading partner exchange applications for sourcing and transacting security trades.
(Public Company; 10,001 or more employees; Health, Wellness and Fitness industry)
October 2000 — March 2001 (6 months)
Manage a technical team through design, development, testing, QA, launch, and acceptance of the corporate intranet for 24,000 employees world wide.
Liaise with corporate network services, data center, and business process owners on budgeting, architecture, topology, logical design, and technology decisions.
Responsible for hardware & software selection, procurement, and builds with custom application development, Epicentric Portal Server, Eprise Participant Server (content management), Inktomi Search Server, Web Trends Enterprise suite (traffic analysis), and Windows 2000 Advanced Server w. IIS 5, and Window SQL Server.
(Public Company; 201-500 employees; alln; Information Technology and Services industry)
August 1996 — June 2000 (3 years 11 months)
provide business analysis and project management services to eBay, Nvidia, UltraClean Technologies, Legacy Partners, Workers' Compensation Insurance Rating Bureau of California, Shinko Electric of America, CAS Systems, and Zenger-Miller.
(Privately Held; 201-500 employees; Semiconductors industry)
June 1999 — March 2000 (10 months)
Performed needs assessment; developed detailed design and project plan
Established and maintained communications with key suppliers and customers
Managed equipment re-engineering, testing, deployment, and support
Assess requirements for migration to ERP
Plan and design transition in job planning, scheduling, tracking, and notification
(Public Company; 1001-5000 employees; Internet industry)
1999 — 2000 (1 year)
Responsible for creating consensual agreement on key objectives, roles, and scope boundaries
Architect Exchange implementation for scalability, extensibility, manageability, security, and development productivity
Lead executive negotiations on policies, procedures, and service levels
Designed data interface between business operations systems (Security, HR, and Help all Oracle SQL databases) to feed and maintain mail distribution lists and file systems permissions groups.
(Public Company; Management Consulting industry)
1996 — 2000 (4 years)
(Non-Profit; 201-500 employees; Insurance industry)
August 1997 — September 1999 (2 years 2 months)
Directed transformation of 2 re-engineered core business processes from terminal-to-mainframe & midrange system to NT 4.0 client/server network with MQ Series middleware, an SNA gateway, and client tools.
Deployed Lotus Notes for distributed content creation/submission over a VPN used by the mobile field organization, Domino.DOC (document management), fax server, & Domino server 4.6 as primary groupware engine.
Developed policies and procedures for workflow integration.
Created process for and authored the IT Strategic Plan.
Responsible for liaison between executives, business process, and technical participants, as well as for project management, architecture, budgetary planning & management, topology, staff development, training, and technology transfer.
Designed and developed NT infrastructure where no network existed previously.
(Public Company; 5001-10,000 employees; Semiconductors industry)
March 1997 — August 1997 (6 months)
Conducted the Goals and Objectives Articulation as the charter for the Machine Status Tracking project.
Created Requirements Priority Measurement, producing the critical requirements determination for the system definition.
Assessed three (3) ERP software vendors against the ten (10) critical requirements to select one vendor in the next generation of integrated applications development.
(Public Company; 501-1000 employees; Professional Training & Coaching industry)
August 1996 — March 1997 (8 months)
Directing, budgeting, managing and tracking the replacement of a legacy (HP3000 system) training management system by a client server application (Training Wizard) in WIN95 on a netware WAN using TCP/IP, CISCO routers, and Frame Relay to connect nationally distributed end-users tied into a server application through ODBC and SQL Net II running on a SUN 1000 under Solaris 2.5 with an ORACLE 7.1 database on the backend.
Organized and implemented needs assessments, articulations, specifications, and requirements analysis.
Formalize and document business processes, re-engineering criteria, project benefits, goals, objectives, and timelines. Developed process flow diagrams for existing and proposed business processes. Created, maintained, and followed formalized project plan using MS Project.
Establish project team, with weekly goals, reviews, and direction for each member.
(Public Company; 5001-10,000 employees; Computer Networking industry)
August 1996 — August 1996 (1 month)
This manufacturer of Internet bridges, gateways, hubs and routers required
my assistance in modeling and re-engineering business processes for the Pre-Sales Support department at their corporate headquarters.
I created functional requirements and benefit specifications for alternative technologies, product integrations, and system architectures in Sales Force Automation.
(Public Company; 10,001 or more employees; Consumer Goods industry)
January 1996 — July 1996 (7 months)
Directed assessments for incorporating middleware technology into the information infrastructure.
Ran focus panels and pilot projects to find the tactical fit with ongoing projects and processes in functional areas such as Accounting, Distribution, Finance, Logistics, Human Resources, Manufacturing, Marketing, Purchasing, Sales and Supply Chain Management.
Developed due diligence for integrating client application services, data warehouse modeling, repositories, dictionaries, referencing systems, transaction monitors, analyzers, hub servers and copy management services of EDA/SQL for multi-platform real-time data access and transformation.
Co-ordinated workflows in MVS/TSO, ISPF, and client network (Windows 3.1, Win95, and NT) to certify functionality of client/server technology with single host test environment, with FOCUS, DB2, and VSAM as sources.
Establish EDA proprietary and ODBC connections through TCP/IP and HLLAPI LU6.2 to GUI client tools for SQL requests.
(Non-Profit; 51-200 employees; Health, Wellness and Fitness industry)
1994 — 1996 (2 years)
Implemented HyperStar middleware connecting UniverseDB running on HP9000 and HP/UX to PC and MacIntosh desktops using open ODBC clients (e.g. Forest and Trees, Crystal Reports, Excel, Access) to support ad hoc data access by end users.
(Public Company; 1001-5000 employees; Broadcast Media industry)
September 1995 — December 1995 (4 months)
Directed billing systems development liaison to provide direct-to-home digital TV services. Negotiated business requirements in Spanish with Latin American partners.
Specified banking interfaces for automated settlement of payments in credit cards and debit accounts. Generated requirements for interfaces to produce and distribute customer account statements and invoices. Directed establishment, testing, installation, configuration, and documentation of control parameters peculiar to the cultural, legal, and business practices in each country. Wrote policies and procedures regarding service ordering, agreements, deposits, lock-box transactions, write-offs, pro-rations, adjustments, credits, late fees, refunds, disconnects, leases, billing cycles, fees to governments, royalties, auditing, taxation, privacy, mail lists, installation follow-up, campaign analysis, customer geo-coding, product packaging, account classification, inventory control, and operations training.
(Privately Held; 201-500 employees; Broadcast Media industry)
April 1995 — June 1995 (3 months)
Joint venture between the video service subsidiaries of Bell Atlantic, NYNEX, and Pacific Telesis to create Interactive TV and Full Service Networks.
I developed more than 1500 specifications and requirements for the functional capabilities of the subscriber management system (Video One, based upon EDS System One, which was later acquired by Bell Atlantic) as well as 24 interfaces to other systems, under IEEE 830-1993 "Software Requirements Specifications Guidelines and Methodology", through consultation with the principal Video System Operators in this joint venture partnership.
(Non-Profit; Medical Practice industry)
January 1995 — March 1995 (3 months)
Selected and Implemented HyperStar middleware connecting UniverseDB running on HP9000 and HP/UX to PC and MacIntosh desktops using open ODBC clients (e.g. Forest and Trees, Crystal Reports, Excel, Access) to support ad hoc data access of many key association databases by end users.
(Public Company; 1001-5000 employees; Legal Services industry)
October 1994 — December 1994 (3 months)
Design, development, conversion, and deployment of text-based forms products to CD-ROM interactive technology
(Privately Held; Information Technology and Services industry)
May 1994 — September 1994 (5 months)
Developed and deployed marketing road show of Stratagem product line for retail, manufacturing, real estate, and financial services applications. Installed evaluation system at Levi Strauss for benchmarking against Hyperion Essbase.
(Privately Held; 501-1000 employees; Broadcast Media industry)
November 1991 — April 1994 (2 years 6 months)
Architected and directed the connection of the Subscriber and House information files to a near-live datafeed in an outsourced call-center for an outbound telemarketing campaign.
Performed a management study of customer service facilities, operations, goals, objectives, policies, and procedures at Lenfest Communications. Documented and critiqued existing policies and procedures. Sold and implemented revisions to the satisfaction of management, employees, and customers.
Facilitated communication between finance, sales, consulting, systems, and administration. Responsible for managing 35 general managers geographically distributed throughout the U.S. to assure their competent performance with the billing system and its interface to corporate finance. Trained 20 operations managers to put Weekly Operating Reports to Work using the FDC CSG Cable Control System and ViewPoint Data Warehouse.
(Public Company; 11-50 employees; Venture Capital & Private Equity industry)
February 1988 — October 1991 (3 years 9 months)
create demand forecasts for newspaper and cable television services in franchise market areas. develop presentations to assist the funding road show in attracting investors to the cable media operations partnerships.
(Privately Held; 201-500 employees; Broadcast Media industry)
February 1988 — October 1991 (3 years 9 months)
A stream of 25 CATV operations were acquired over a period of several years, where each acquisition had unique general ledgers, income & balance sheets, operational policies, procedural workflows, subscriber management, customer support, and software. Each acquisition was converted to a uniform, centralized, consolidated set of interoperable standards using Novell, Platinum (now Epicor), CSG, and USCS-CableData. I was responsible for the collaboration among the accountants, controllers, system engineers, operation managers, customer support, dispatch, repair, warehousing, HR, network engineers, and data architects on tight implementation, configuration, training, testing, parallel operation, transition & schedules.
These milestones were audited systematically for investors from Sony, Sumitomo, AT&T, John Hancock, and GE, to their satisfaction
(Privately Held; 1001-5000 employees; Media Production industry)
April 1987 — December 1987 (9 months)
Advise the Chief Financial officer in the acquisition of newspapers, radio, broadcast TV, and cable TV. Gather information by phone, mail, and in person visits to local markets. Create product and service demand forecasts for discounted net cash flow proforma analysis.
Produce presentations for supporting investment decisions at meetings with venture capitalists, institutional investors, and brokers.
(Privately Held; 5001-10,000 employees; Building Materials industry)
April 1985 — August 1987 (2 years 5 months)
Produced quarterly short-term and annual long term forecasts for wallboard products in new construction and remodelling by state and metropolitan area.
(Privately Held; 5001-10,000 employees; Construction industry)
March 1983 — August 1987 (4 years 6 months)
Analysis, modelling, mapping, and forecasting outlooks for new single family home construction in major metropolitan areas.
(Public Company; 201-500 employees; Management Consulting industry)
January 1982 — April 1987 (5 years 4 months)
Provided strategic planning, forecasting and detailed analytical decision support to merger/acquisition/divestiture clients in telecommunications, media, electronics, manufacturing, transportation, food processing, hospitality, and energy.
Advised state governments, power & telecommunications utilities, electronics manufacturers, energy companies, banks, and real estate developers in the demand outlook for products and services, as well as the projected costs of material inputs.
Developed and managed the demographic, geo-coding and mapping-related market analysis/strategic planning products using state, federal, CACI, NDSS, NPD, Nielsen, MediaMatrix, Claritas, Equifax, Arbitron, ATLAS/SLP, and CREST data services.
(Public Company; 501-1000 employees; Information Technology and Services industry)
January 1979 — April 1987 (8 years 4 months)
Advised and trained consultants and sales representatives in ad hoc OLAP queries, database interfaces, programming functions, and reporting.
(Public Company; 10,001 or more employees; Banking industry)
June 1985 — April 1987 (1 year 11 months)
Created and directed the joint networking, marketing and sales programs of 11 divisions.
(Public Company; 201-500 employees; Information Technology and Services industry)
January 1979 — December 1981 (3 years)
Developed decision support systems for corporate clients in manufacturing, consumer goods, banking, and telecommunications. Taught time-series, anova, and state-space modelling/forecasting for proforma modelling of mergers, acquisitions, and divestitures.
(Privately Held; 201-500 employees; Electrical/Electronic Manufacturing industry)
September 1973 — September 1974 (1 year 1 month)
responsible for the translation of specifications and blueprints into CAM drilling instruction sets using Excelon interpreters
(Privately Held; 201-500 employees; Electrical/Electronic Manufacturing industry)
September 1971 — August 1973 (2 years)
managing prototype manufacturing of printed circuit boards, bilingual liason between stages of process for 50 workers, responsible for CAD programming for automated drilling, automated QA testing to specifications, resist printing, electro-plating and etching chemistry controls.
(Privately Held; 11-50 employees; Museums and Institutions industry)
May 1969 — August 1971 (2 years 4 months)
Responsible for producing commercial art, photography and silk-screened installations & displays in trade expositions, business conventions, museums, government office building entrances, and embassies throughout the nation's capital.
(Privately Held; 1-10 employees; Fine Art industry)
August 1969 — August 1971 (2 years 1 month)
initiated and operated a fine art gallery in Washington, DC in partnership with Kevin MacDonald, to expose emerging painters to art lovers in "The Foggy Bottom" section of the national capitol.
(Educational Institution; 10,001 or more employees; Higher Education industry)
February 1969 — May 1969 (4 months)
Edit and produce final versions of grant proposals and applications
(Privately Held; 501-1000 employees; Biotechnology industry)
August 1963 — August 1967 (4 years 1 month)
Assistant to the President,
responsible for facilitating bilingual operation of meetings, conferences, and international engagements throughout the western hemisphere. The primary business objective was the development and operation of animal disease vaccine programs in the post-graduate immunology departments of universities in 23 countries, under a program funded by the US Agency for International Development, Alliance for Progress (Allianza para el Progreso).
M.A., B.A. , Economics , June 1973 — September 1978
Thesis in Industrial Organization
Minors in Mathematical, Development, & Regional Economics.
Fluency, bilingual, and bicultural in Spanish.
Physics. English, History 1967 — 1969
Environment Photography, travel, nature, & art: Filmmaking & Animation Wine
Web Analytics Association,
Online Community Roundtable,
Social Media in Marketing & Advertising,
SF NetSquared,
SF Web Analytics Wednesdays,
SF Bay Area Web Site Management & Marketing,
Silicon Valley NewTech,
Web Guild of Silicon Valley,
Facebook Application Developers,
Bay Area Media Makers,
SF Video 2.0,
NewTeeVee,
SF Drupal,
GenArt,
OpenNetworkers,
LinkedInnovators,
ONEKOInternetEntrepreneurs,
Forbes.com Entrepreneurs,
Silicon Valley Search Engine Optimization,
NextCat,
Silicon Valley Startup Entrepreneurs, ExpertsExchange,
Society of Industry Leaders,
Web Analytics (Yahoo);
Boy Scouts of America, Mt. Diablo-Silverado Council, Troop 5
1988 to 1999, serving as scout master, troop committee chair, high adventure leader, camp organizer, NetSquared, San Francisco Webeneur
La Réalisation Intégrale:
Festival du Cinéma de Paris - Palmarès 2005
Two Stars: Canadian International Annual Film/Video Festival 2004
Special Mention at Festival de Cine Internaciónal de Barcelona 2004
officially selected for screening at the following film festivals:
Dupont Wilmington Independent 2004
Tambay Film and Video 2004
Just Another 2004
Gen Art Ignite! NYC 2004
Atlanta Underground 2004
Atlanta Kid's 2004
Gulf Coast 2004
Brentwood 2004
Brighton 2004
Mini DV 2004
Smogdance 2005
15 Minutes of Fame 2005
San Fernando Valley 2005
Dam Short Film Society 2005
Chillin' @Mezzanine 2005
Oakland International 2005
Berkeley Small 2005
see: http://www,jelly-pilgrim.com