Two decades of experience aligning people, processes, and technology.
Proven dexterity in working with thought leaders and decision makers at all organizational levels.
Highly competent at system design, business process and requirement documentation, and conveying complex technical concepts to non-technical people.
Established ability to self-learn new technologies, frameworks, and methodologies.
Expert analyzer of business goals, project objectives, and the needs of business environments.
Overview
19
19
years of professional experience
Work History
Director of CRM Conversions
Zuri Group
Bend, OR
07.2022 - 01.2023
Introduced modern analytical tools including Tableau Prep to quickly help the world’s leading animal rights organization identify the best 10 million digitally-engaged constituents to migrate to a new digital marketing platform, leaving no technical debt behind
Evaluated current marketplace offerings to replace an aging, single-source conversion tool, architected new solution using Alteryx, and made recommendations.
Director of Philanthropic Technologies
Boys Town
Omaha, Nebraska
06.2013 - 06.2022
Solely responsible for the health, security, and integrity of a database of 7 million donor records
Customized the infinity platform using T-SQL, XML, HTML, Visual Basic, C#, and Entity Framework when out-of-the-box functionality was inadequate for organizational needs
Coordinated with site Executive Directors to determine site-specific key performance indicators and implemented meaningful dashboards using a variety of SDK tools and SQL Server Reporting Services
Worked closely with VP of Development to standardize fundraising practices across sites and configured/customized the database to reflect these standardizations
Managed team responsible for providing CRM end-user support for 7 Boys Town villages
Oversaw the development and implementation of CRM training documentation and programs for new and existing employees
Maintained end-user satisfaction by empowering staff to know how to perform job duties, learn new areas of interest, and permit them access to all features supporting those duties
This included providing additional training when necessary, changing configurations to mirror actual business process, and building customizations as needed more closely
Served as primary liaison to software vendor to ensure support items are resolved in a timely and satisfactory manner, escalating through the appropriate channels when necessary.
Enterprise Solutions Consultant
Blackbaud, Inc
Charleston, South Carolina
06.2011 - 06.2013
Facilitated as-is and to-be business process/requirement discussions with client subject matter experts in groups as large as 45
Performed user requirement analysis, identifying gaps, issues, and risks as implementation team lead
Led implementation teams of up to ten people including configuration consultants, conversion analysts, business analysts and software developers
Led conversion data mapping sessions, ensuring data was mapped according to design decisions and in support of the to-be state
Documented business process requirements, system design, and configurations that supported the client’s to-be state
Analyzed business intelligence requirements, tailoring out-of-the-box solutions when possible and delegating requirements to developers when not
Developed and deployed site security models for complex, federated organizations.
Principal
Koleno Consulting, LLC
Hailey, Idaho
12.2007 - 06.2011
Worked with clients’ executive leadership to select and implement applications based on organizational goals, staffing, and budgetary constraints
Configured clients’ CRM databases, eliminating task redundancy and maximizing efficiencies of those systems
Evaluated network hardware and software to provide stable operating environments
Provided helpdesk support and training for users, ensuring network reliability, availability of mission-critical applications, and user ability to complete tasks efficiently and with minimal down-time
Created training documentation and carried out training for clients’ users to optimize clients’ investments in software, hardware, and consulting services.
Information Systems Administrator
Sun Valley Center for the Arts
Ketchum, Idaho
04.2006 - 10.2009
Designed and implemented a stable and secure Windows-based network that eliminated external consulting expenses, stopped frequent network hacks and virus penetrations, and provided the organization’s first comprehensive backup and recovery plan
Developed and implemented the organization’s first in-house helpdesk support and training, ensuring all users were able to access and aptly use all network files, software and email
Collaborated with the Director of Development to secure Board and Executive approval to implement Blackbaud’s NetCommunity to provide an integrated marketing/donor database solution enabling more efficient email communication, event registrations, membership management and web content tailored to individual constituents based on interaction history with the organization
Created training documentation and provided training for all employees pertaining to the annual Wine Auction fundraising event, general gift entry and basic constituent management, effectively changing the perception of the Raiser’s Edge database as being inflexible and difficult to use to one of vital importance for the success of the organization’s mission
Reconfigured Wine Auction data entry procedures and created suite of custom reports using Crystal Reports enabling itemized registration acknowledgement for patrons and vintners, acknowledgement and itemized receipts for lot and ticket purchases with corresponding tax-deductible value, and built a custom dashboard of event registrations, money received to date and outstanding registration dues
Properly configured all Raiser’s Edge tools associated with gift processing, which reduced a forty hour/week job to a two hour/week task.
Client Services Manager
Cancer Consultants, Inc
Ketchum, Idaho
07.2004 - 03.2006
Worked with the Vice President of Sales and Marketing to secure CEO consent to implement Microsoft Dynamics Great Plains, providing an integrated sales/back office solution that improved accounting and sales department work flows and reporting capabilities
Wrote compelling sales proposals and contracts, providing consistency in external communications to reflect the mission of the organization
Managed all aspects of Microsoft CRM database including data entry, workflow management setup/monitoring, layout, design, and reporting capabilities.
Education
Bachelor of Science - Organizational Communication
University of Portland
01.2002
Skills
Solutions Architecture
Business Intelligence
Tableau
Microsoft Dynamics 365
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Office 365
full-stack Net development
CRM
Non-profit Fundraising
Salesforce
Timeline
Director of CRM Conversions
Zuri Group
07.2022 - 01.2023
Director of Philanthropic Technologies
Boys Town
06.2013 - 06.2022
Enterprise Solutions Consultant
Blackbaud, Inc
06.2011 - 06.2013
Principal
Koleno Consulting, LLC
12.2007 - 06.2011
Information Systems Administrator
Sun Valley Center for the Arts
04.2006 - 10.2009
Client Services Manager
Cancer Consultants, Inc
07.2004 - 03.2006
Bachelor of Science - Organizational Communication
Logistics and Operations Coordinator at Zuri Ignite Limited Trading as Zuri EventsLogistics and Operations Coordinator at Zuri Ignite Limited Trading as Zuri Events