Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Software
Interests
Work Availability
Timeline
John Morgan

John Morgan

Business Development / Growth Strategy
Frisco,United States
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt

Summary

I am a transformative Business Development Consultant with a track record in guiding companies through groundbreaking data and financial strategies. Specialized in the integration of pioneering technology and data management, I excel at elevating businesses to their peak efficiency.

What sets me apart is my unique combination of experience: from creating a business with revenues surpassing 28 million to leading high-stakes federal contract pursuits. I fuse deep financial acumen with an innovative approach to data utilization and AI, ensuring that every strategy is data-driven and impactful.

My signature achievement includes scaling my own venture's revenue from under 1 million to 28 million dollars, followed by a strategic exit. As a consultant, I've shaped business strategies that effectively leveraged AI and data systems, reinforcing my role as a leader in financial data integration and capture management.

I’m keen to bring my strategic insight to new opportunities in the emerging intersections of data and business development.

Overview

25
25
years of professional experience
1
1

Bachelors Degree in Business Administration and Management

3
3
years of post-secondary education

Work History

Business Consultant

OSI-Tech
Frisco, TX
09.2018 - Current

Data Migration & Implementation

  • Utilized a combination of technical expertise, analytical problem-solving skills, and effective communication abilities to deliver exceptional results in all assigned projects within the realm of data migration analysis.
  • Provided clear communication with stakeholders, ensuring smooth progress of projects from initiation to completion.
  • Evaluated potential software tools for suitability in streamlining the overall migration process, recommending effective solutions based on requirements analysis.
  • Improved project efficiency by analyzing business processes and identifying areas for improvement.
  • Streamlined workflow for better productivity with the implementation of new software solutions.
  • Led process mapping initiatives, resulting in optimized workflows and reduced redundancies across departments.
  • Conducted gap analyses to identify discrepancies between current and desired states, leading to actionable recommendations.
  • Implemented Agile methodologies within project teams, increasing overall adaptability and responsiveness.

Business Development

  • Led cross-functional teams to successfully execute complex projects, ensuring timely delivery and client satisfaction.
  • Conducted comprehensive market research and analysis to identify emerging trends and potential areas of expansion.
  • Enhanced the company''s profitability by identifying and eliminating inefficiencies in existing business processes.
  • Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.

Business Development Executive

OSI-Tech
Frisco, TX
09.2018 - Current
  • Managed a portfolio of accounts, ensuring timely delivery of products/services while maintaining high levels of customer satisfaction.
  • Conducted competitor analysis to identify gaps in the market and capitalize on untapped opportunities.
  • Implemented sales training programs for new business development team members, increasing overall effectiveness in securing new clients.
  • Streamlined internal processes within the business development department, reducing inefficiencies and increasing productivity among team members.
  • Aligned sales objectives with overarching company goals by collaborating closely with senior management on strategy development.
  • Generated revenue growth by developing and executing targeted sales strategies to expand market share.
  • Collaborated with cross-functional teams to identify opportunities for product improvement, driving innovation in the company''s offerings.

Chief Executive Officer

Xcel
Frisco, TX
06.1999 - 09.2024
  • Directed research and development efforts in alignment with long-term strategic goals to maintain competitive advantage within the industry sector.
  • Led the successful acquisition of multiple companies, resulting in a larger market share and increased brand recognition.
  • Negotiated favorable contracts with suppliers and vendors, ensuring cost-effective procurement processes.
  • Drove continuous improvement by fostering a culture of collaboration, accountability, and open communication across all levels of the organization.
  • Improved operational efficiency by redesigning internal processes and implementing cutting-edge technology solutions.
  • Implemented strong financial controls, ensuring accurate reporting and solid decision-making capabilities.
  • Secured external funding sources for major projects through grantsmanship skills combined with persuasive investor pitches.
  • Guided mergers and acquisitions activities to expand corporate portfolio while achieving synergistic benefits from newly acquired entities.

Education

Bachelor of Science - Business Management

University of The Southwest, Hobbs, NM
01.1992 - 12.1994

Skills

    Continuous professional improvement

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Accomplishments

BD Consulting

  • Assisted companies in entering the federal contracting business through custom designing or modifying business development departments.
  • Increased percentage of winning by 30%.
  • Consistently met or exceeded goals with a positive trend in wins each year.
  • Built a company that started with 34 staff members and grew to 611 staff members.
  • Achieved Exceptional CPARS and PPRs by implementing a Quality Control Program with accuracy and efficiency
  • Achieved increased efficiency by introducing custom-designed software for proposal tracking.

President & CEO

  • Built a company that started with 34 staff members and grew to 611 staff members.
  • Increased annual revenue from less than 1 million to 28.4 million annually.
  • Won federal contracts totaling 164 million.
  • Built and oversaw every department in the company. Business Development, Training and Compliance, Safety, and Human Resources.

  • Obtained SBA designations to include HUBZone Certification and Woman Owned Small Business. Formed Joint Venture with Service Disabled Owned Small Business and won multiple contracts under this set-aside.

Affiliations

  • Rotary International
  • Society of Human Resource Management

Software

Excel

Word

PowerPoint

Adobe Acrobat

Publisher

Adobe Photoshop

Microsoft 365

Salesforce

Copper

GOVWIN

Interests

Technology

Vehicles

Home Automation

Woodworking

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Business Consultant - OSI-Tech
09.2018 - Current
Business Development Executive - OSI-Tech
09.2018 - Current
Chief Executive Officer - Xcel
06.1999 - 09.2024
University of The Southwest - Bachelor of Science, Business Management
01.1992 - 12.1994
John MorganBusiness Development / Growth Strategy