Over 30 years experience as an office automation specialist
- ACT! Certified Consultant
- Experience with ACT!: 20 years
- Specialist in ACT!-to-Website integration
- ACT! Hosting Specialist
- ACT! Add-On Developer
- Email Marketing Specialist
- ACT! Premium for Web Certified
- Remote Tech Group MaxControl Certified
- Sage CRM Certified Consultant
- Clients
- Vertical Markets
- Biomedical
- Commercial Real Estate
- Financial Management
- Legal
- Magazine Publishing
- Manufacturing
- Personnel Recruiting
- Retirement Benefit
- Other Software Expertise
- ASP and ASP.Net
- CompanionLink
- Crystal Reports
- Handlheld Contact
- Microsoft Access
- Microsoft SQL Server
- Microsoft Visual Basic
- QuickBooks
- QuoteWerks
- Faculty Associate, Arizona State University
- 10 years experience as Instructor for office productivity software, Internet, database management, desktop publishing software, and programming languages.
- Courseware developer.
- Seminar leader.
- Presenter for on-campus educational conferences.
- Author
- Fast Track to ACT! courseware series.
- Featured Video Training Instructor, Keystone Learning Systems
- Featured Instructor for Microsoft Access and Aldus Pagemaker training videos sold worldwide.
- Software Developer
- State of Arizona Public Safety Personnel Retirement. Developed software to manage $12 billion in retirement funds for the state's departments of corrections, fire, police, sheriff, and legislature.
- Wells Fargo Bank. Wrote software to manage the medical insurance accounts of retirees.
- City of Phoenix. Wrote software to manger scheduling of work crews for uncontained trash pickup.
- City of Apache Junction. Wrote software for inventory and tracking of street signs.
- American Express. Wrote software for inventory and tracking of point of sale credit card terminals.
- Nearhood Law Offices. Created "Matter Tracker", an ACT! add-on which enables tracking and managing of the following types of legal matters related to clients: general, estate planning, probate, corporate/LLC, real estate, litigation, IRS, property taxes and personal injury. See how this benefited the client.
- TTR Software. Developed OSHA 300 Wizard, sold nationwide. Developed Confined Space Tracker, sold nationwide.
- Commercial Industrial Realty. Developed expense tracking software to integrate with ACT! Tracked all marketing expenses on a per-property basis and generated a comprehensive consolidated business status screen.
- Elite Laboratories. Developed RDMS (Respondent Data Management System) software for the input, management and reporting of client information and hormone test results.
- Franchise Growth Systems. Developed ACT!-to-Website integration software that automatically updates Website as new data is entered into ACT! System also updates ACT! with new contact records as they are received from the Website's "Contact Us" page.
- The Pro Formance Financial Group, Inc. Developed numerous financial, insurance, and investment management software programs integrated with ACT!, in addition to interactve transaction Websites.
- National Advertising and Sales Promotion Manager, Senior Advertising Writer, Advertising Campaign Manager
- Unitek Corporation
- RolandCorp US
- Hazel Pearson Handicrafts
- Sony Superscope.
Matter Tracker provided a dramatic savings in time because all of the most essential client information, plus all matter information and history, was centrally located and instantly accessible to all ACT! users. Additions and updates to contact records and matter details were instantly available firmwide. Client contact records were retrieved in ACT! in seconds, and all related matter information was just a single mouse click away. Further, critical dates entered into Matter Tracker automatically propogated to the ACT! Calendar, setting alarms and sending email notifications.
