
Technologist, Professional Services Executive
San Francisco Bay Area

Technologist, Professional Services Executive
San Francisco Bay Area
Because:
•ProServ is hard—Systematic thinking makes it easier;
•PS is the key to customer satisfaction, and success;
•Purposeful innovation can vault ProServ from aftersale afterthought to presales strategic significance; and
•PS is a balancing act constantly refining the mix of PS Strategy, Marketing, Sales, Engineering, Execution and PS Operations…
…is why for two decades I’ve sought to understand, develop and enhance the Professional Services Solutions Framework (PSSF). The PSSF is a unity of structure, methods and lightweight tools which form attractive, profitable Services offerings.
This work solves such critical problems as:
•Seizing control during the Critical First 5%. Displacing chaos with clarity with the “POAP” (Plan On A Page). For nearly two decades, the POAP has stopped scope creep cold;
•Avoiding technical solutions which result in failed implementations due to overlooked non-technical factors with the Whole Solution Framework (WSF) approach;
•Overcoming forces thwarting technology firms moving from vendor to solution provider;
•Rapidly obtaining requirements with the Accelerated Requirements Method (ARM). In use worldwide, in 1,000s of cases, ARM yields more & better requirements in less than a fifth the time...
…as well as: gaining active client engagement participation via the Whole Solutions Roadmap (WSR); relaxing tension between Sales and PS by creating streams of incremental revenues; undertaking higher-margin, fixed-price engagements using Accelerated Project Estimating (APE); discovery opportunities for Sales with the “PS Lead Detective” program; helping customer’s clarify purpose and rationale in a fifth of the time with BRIEFCASE—The IT/Business Case method; ensure client’s receive a positive “experiential outcome” in addition to a satisfactory technical outcome via “Consulting Charm School”; and simplifying the myriad PS processes with the “Six Functions of Professional Services."
Expert in the "Six Functions of ProServ:" Services Strategy, Services Marketing, Services Sales, Services Operations, Services Delivery & Services Operations. Wizard of the Services "Wedge Offering" to win Trusted Advisor position. Exploit innovative techniques such as Agile/SCRUM. Facilitated over 500 business & IT sessions in 15 years with ~98.8% success rate. Certified SCRUM Master. Requirements Guru. Business Process improvement and/or design. Google Analytics Individual Qualification (IQ).
(Computer Software industry)
May 2008 — Present (1 year 3 months)
Plan On A Page is the demanding project manager's guide to simply, quickly & easily launching Great Projects.
This innovative Project Definition System—fully compatible with the PMI-PMBOK & SWEBOK—helps hyper-stressed & too, too busy project managers simply, quickly & easily launch Great Projects in a fraction of the time, and with markedly enhanced quality, than conventional approaches.
If timeliness, cost, quality and the satisfaction & engagement of economic stakeowners, project resources, those served, and other affected parties are important to you…Plan On A Page has helped thousands of projects and hundreds of practioners in a dozen countries succeed for nearly two decades.
Plan On A Page is used by strategic advisors, professional consultants, technology professional services, as well as program managers and project managers of all forms.
Agile Alliance, Scrum Alliance, LinkSV, EPIC, WVFC (West Valley Flying Club), IEEE, SVASE, SVPMA, AOPA, Red Room Writers Society, PSVillage, TPSA (Technology Professional Services Association)