Timeline
Summary
Skills
Overview
Work History
Work Availability
Certification
Education
Software
Accomplishments
Additional Information
Work Preference
Quote
Business Technology Addendums
References
About Me (Pre-CV - Life till age 27)
Personality Profile Links - DISC, MBTI & FFM Test Results - for HR, Sales & Program Mgmt.
Industries Served
Exec. Recruiter Advisory: Alternative Jobs, Interests and Related Skills/Software; Business & Tech
Showcase (Papers and Presentations)
ProjectManager
Phillip Nakata

Phillip Nakata

Seasoned Business and Technology Consultant
Erie,Colorado

Timeline

COO, CBO (Chief Business Officer)

Truenode LLC
05.2020 - Current

Logistics Contractor (Shop and Deliver)

Walmart (Spark-DDI) and DoorDash
11.2019 - 10.2023

Founder and Managing Director

Relationship Based Services
10.2018 - 10.2019

Director Strategy, Business Intel & Architecture

Digitally Dominant Automotive LLC
01.2017 - 09.2018

Founder, Managing Director, Chief Business Officer

SocialMarketResearchforCharity Inc.
01.2011 - 12.2016

Managing Director and Senior Planner

Strategic Rating Inc.
11.2008 - 02.2011

Web/Search Architect/Engineer for Advertising/Mktg

AZ Global Media LLC
04.2007 - 10.2007

J2EE and .Net Websphere Migration Project Manager

ADP (Automatic Data Processing)
06.2004 - 01.2006

Internet Marketing/Technology SME

Phillip Nakata & Assoc.
10.2002 - 11.2008

Sr. e-Bus. Software Strategy/Solutions Architect

IBM Software Group Senior Technical Resources
05.2001 - 09.2002

Internet Infrastructure, Internet Business Strategies, Commerce, OO, Java, Catalyst ; CSC Certification - 9/1999-12/2000

03-2000

J2EE Practice Principal and Enterprise Architect

CSC (Computer Sciences Corp.)
10.1999 - 12.2000

Instructor/Presenter: IT Strategy, Application Server Architectures and Frameworks, JAVA, XML; IBM e-Learning - 2/99-9/99

07-1999

Director Internet Consulting and Training

Navant Corporation, IBM Websphere Business Partner
02.1999 - 09.1999

Vice President – Internet Strategy

AON Consulting (US Corporate – div. Of AON Group)
04.1996 - 01.1999

Worldwide Architecture Assessment Program Manager

IBM Sales and Service
04.1996 - 02.1998

Lotus Notes, Project Management, Object design, Java/J2EE technologies; IBM e-Learning - 9/94 - 12/97

03-1994

Principal and Partner

Synergyn Inc.
11.1993 - 02.1995

Chief Technology Officer/Lead Architect

IBM Sales Force Automation
09.1993 - 04.1996

Director of Software Development

Spectrum Information Technologies
02.1991 - 09.1993

Group Product Manager, Sales Automation Dvlp.

Reality Technologies Inc. (Reuters)
08.1988 - 01.1991

Partner and Sales Automation Consultant

Kingswood Communications and ASTI Inc.
01.1987 - 07.1988

Marketing Development Consultant & CEO

Applied Sales Techniques, Inc.
01.1986 - 12.1986

Northwest Regional Sales Manager

Digital Microsystems, Inc.
01.1985 - 12.1985

Manager of Client and OEM Technical Support

Vector Graphics, Inc.
01.1984 - 12.1984

Sales Engineer

Mathematica/Martin Marietta Data Systems
01.1982 - 12.1983

Mid-Atlantic Asst. Regional Sales Manager

Gulf Development Inc.
01.1979 - 12.1981

MBA Candidate; Extended 5 Years Undergrad Program - MBA Candidate: Strategic Planning And Decision Sciences

Wharton Graduate School of Business
08.1977 - 05.1979

Biotechnology, 1 Year Undergrad Credit - Hematology And Urinalysis

School of Medical Technology, University of Penn.
08.1974 - 05.1975

Bachelor of Science, Arts & Sciences, 5 Yr. MBA - Adv. Math, Physics, Chemistry, French, Sociology

University of Pennsylvania
08.1972 - 05.1974

2 Years Advanced Placement College Credits - Mathematics, Physics, Chemistry, English, French, Sociology

University of Pennsylvania (from Radnor High)
09.1970 - 05.1972

Summary

Seasoned Business and Information Technology Professional with expertise grounded in a strong understanding of business research, justification, and planning, related to 25+ years’ experience in software architecture, and full-cycle product and program management. Their career has been characterized by an ability to drive business innovation and boost efficiency, leveraging process re-engineering and technological solutions, a blend of strategic foresight and technical mastery that makes them a critical asset in any organization.

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Multi-faceted individual who possesses a proven track record of leading cross-functional teams in the planning and execution of complex IT projects, ensuring alignment between business goals, strategy, and feasible technological solutions. This alignment is crucial for increasing process enhancements, improving efficiency, and expanding profitability.

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In the realm of enterprise application integration and infrastructure management, this analyst stands out with an aptitude for identifying and implementing innovative technologies that improve business operations. Their proficiency in application and infrastructure security, coupled with a solid understanding of data governance and business intelligence, makes them a high-value resource in managing and protecting vital IT assets.

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This professional further excels at building relationships with stakeholders, a skill honed by their ability to translate complex technical concepts into clear, actionable, and research-justified business strategies. Their commitment to excellence is evident in their problem-solving approach, which leverages multi-dimensional analytical skills and a detail-oriented mindset to overcome challenges and achieve business objectives.

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With a passion for continuous learning and staying updated with industry trends, this individual is well-equipped to make a significant impact in the dynamic and ever-evolving IT landscape. Their underlying focus is strategic product development and fostering collaborative relationships to drive the future of business and technology within the organization and marketplace.

Skills

Critical Thinking

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Overview

45
45
years of professional experience
3
3
Certificates
6
6
years of post-secondary education
3
3
Languages

Work History

COO, CBO (Chief Business Officer)

Truenode LLC
Boulder, CO
05.2020 - Current

TrueNodeTech LLC is a reseller of HN technology. HN is a merger of supercomputing and a scalable IaaS (infrastructure as a service) deploying Distributed Ledger Technology (DLT) for Big Data that improves MIS ROI by connecting resources from smartphones, laptops, desktops, ISPs, hosting centers, and internal corporate IT infrastructures, networked as a superior, completely secure internet ecosystem.
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This provides a faster, user friendly DLT computing and storage service at the lowest possible cost. The foundation of HN is simplification, scalability, resilience, security and cost reduction.
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This role was critical in bridging the gap between complex technology offerings and strategic business planning, to position the company at the forefront of its niche markets; by applying forward-thinking strategies that leveraged our unique business and technological strengths to achieve business success.

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Key highlights include:

  • Strategic Business Planning: Masterminded business strategies that aligned with the company's technological capabilities, ensuring a competitive edge in the market. From a deep understanding of software architecture principles, research, and expert business planning tools, this enabled effective communication of unique business and technological advantages to stakeholders.
  • Technology and Business Integration: Successfully translated intricate technical concepts into business value propositions, facilitating informed decision-making and fostering a culture of innovation. This approach led to the development of niche products and services that were not only technologically advanced but also highly marketable.
  • Competitive Technology Analysis: Conducted thorough analyses of emerging technologies and market trends, providing insights for guiding the company's strategic direction. The ability to dissect and explain the nuances of our technology's competitive advantages was key for securing new niche business opportunities.
  • Client Education: Played a key role for client interactions, adeptly explaining the technical aspects of our products in a business context. This enhanced client understanding and trust, leading to stronger business relationships and increased sales.
  • Cross-Functional Collaboration: Ensured that technical teams understood how each clients' business objectives would translate into different technical requirements and milestones. This synergy between business planning and technology implementation was vital for delivering solutions that met both niche market demands and technological innovation standards.

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Technologies:

  • Distributed Ledger Technology
  • Systems Integration
  • Cryptography, Ciphers, Hash
  • Plan Write Expert

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Skills: Chatbots · IT Strategy · Expert Systems · Pattern Recognition · Distributed Ledger Technology (DLT) · Cryptography · Information Technology · Technology Consulting · Database management · Business analysis · Infrastructure as a Service (IaaS) · Program Management · Integration · Strategic Planning · Enterprise Architecture · Marketing · Market Research · Business Planning · Business Strategy · Big Data · Business Intelligence · Legacy Storage · Data Warehousing · Cryptocurrency · Video streaming · Cloud Technology

=====

For more information, the business plan and current competitive research overview are in the “Showcase” section of this CV.

Logistics Contractor (Shop and Deliver)

Walmart (Spark-DDI) and DoorDash
On-line and San Francisco, CA
11.2019 - 10.2023

Delivered packages to customer doorsteps and business offices. Completed ~9000 deliveries, 25% for 2-20 stops per delivery. Worked full 20-mile zone, averaging 250 miles per day, Top Shop and Deliver rep, Accepted many large batch orders.
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As a contract driver with a uniquely suited business and technology background (having built much of this industry's infrastructure), this applied keen business observations with a deep understanding of the framework’s many underlying technological issues (App, Infrastructure, Cloud and more).

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This provided critical insights for corporate management into their SaaS application, its’ out-sourced infrastructure, support, cloud services, and other key considerations for managing delivery orders (and market positioning). Contributions included:

  • Identified and actively reported critical software and infrastructure issues, contributing to enhancements of operational efficiency. Examples include (1) Throttling of the service and the App, during holidays, (2) Problems with batch (2-20 drop) orders and queued routing with Google and Apple maps, and (3) GPS arrival validation.
  • Played a reverse user role understanding and navigating many user challenges of the SaaS driver's application, formulating solutions to improve reliability, performance, and driver adoption/retention.
  • Actively observed and analyzed DoorDash's market entry strategies, gaining valuable insights into contemporary and emerging business tactics in the delivery service sector (ex: DashMart 24 hour delivery).
  • Contributed to the improvement of the delivery process, providing feedback on software vulnerabilities, leading to more secure, efficient, and profitable operations.

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Skills: Information Technology · Software as a Service (SaaS) · Customer Service · Detail-Oriented · Customer Satisfaction · App Diagnostics · Business Strategy

Founder and Managing Director

Relationship Based Services
Longmont, CO
10.2018 - 10.2019

Relationship Based Services (RBS) addressed on-demand, best practice research proven methods for any two entities to instantly 'synchronize', optimally ‎interact, collaborate, and adapt to change, based on ‎accurate on-line assessments of their current personality type and associated ‎behavior ‏patterns. This retains salespeople, that not only make more sales, but feel better about each customer, co-worker and themselves, as they know each person's personality before they meet.
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The service focused on (1) accurate assessments, (2) interaction and collaborative fit, (3) adapting to life changes by re-syncing relationships, and (4) insightful analytics that our services provide. It used Linkedin profiles, resumes. bio's, writings, and public web searches, which were more accurate and telling than any self-image test. Personality profiles included keywords, what comes naturally, speaking to them, what motivates them, what drains them, meeting them, convincing them, and collaborating with them.
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Relationship based services reports include actionable information on personality comparison, overview, communicating, encouraging them, motivating them, working together, dealing with change, managing stress, resolving conflicts and building trust. Long term relations are dictated by both partys' willingness to adapt/evolve positively to periodic personality changes.
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This role was instrumental in driving customer engagement and satisfaction through innovative service strategies and effective relationship management. Key responsibilities and achievements included:

  • Strategic Relationship Management: Developed strong relationships with each client, understanding their unique needs and delivering tailored solutions. This enhanced customer satisfaction and fostered repeat business.
  • Service Innovation and Implementation: Leveraged an extensive knowledge in CRM, Business Intelligence, and Data analysis to innovate and implement service strategies that addressed complex customer needs.
  • Data-Driven Decision Making: Utilized data analytics and business intelligence tools to gain insights into customer behavior and preferences. This data-driven approach enabled anticipation of client needs and proactive solutions, thereby enhancing customer engagement and satisfaction.
  • The Emerging Business Science: RBS again demonstrated the applied science of "psychoinformatics", as a SaaS for sales support. This behavior pattern recognition object service (model) for personalization, is based on 85% accurate predictive behavior and interaction patterns. Such use (further demonstrated in the Crystal and Linkedin.com Sales Navigator integration) validates the potential as a pre-training personalization model (plugin) for generative AI: conversation, and mental health research.

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This role combined technological expertise with a deep understanding of customer relationship management, driving improvements in service delivery and customer satisfaction.

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Skills: Business Process Re-engineering · Expert Systems · Pattern Recognition · Business Intelligence (BI) · Prompt Engineering · Natural Language Processing (NLP) · Information Technology · Architecture · Software as a Service (SaaS) · Account Management · Software Development · Program Management · Strategic Planning · CRM · Marketing · Market Research · Business Strategy · Business Development · Online Advertising · Personality Profiling · Relationship Chemistry · Psychology · Crystal · Linkedin · Sentiment Analysis

Director Strategy, Business Intel & Architecture

Digitally Dominant Automotive LLC
Watsonville, CA
01.2017 - 09.2018

Digitally Dominant Automotive (DDA) 'Smart Car' and ERP-CRM 3.0 Business, Social, and Technology Authority: Leveraging a prior ADP (IBM-based) contract, this role initially was to (1) consult on API integration with CDK Global (formerly aligned with ADP until 2014), (2) establish DOUs and shared access rights agreements with data providers (in exchange for benefits that far exceeded standard costs), and (3) support strategic developer and prospective partner relations with DMSs (Dealer Management System), CRMs (customer - sales management), and third party providers like Cox.
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From competitive research, this identified multiple next generation initiatives including the connected car, remote monitoring, expert diagnostics, automated service scheduling, and personalization for equity mining (upgraded sales equity financing), along with other safety, economy and connected car initiatives, leveraging predictive analytical data (mechanical and behavioral).
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The 'Smart Car' initiative required business, social and computing architecture support, expertise in application servers (WebSphere and Open-Source), middleware, web services, security-by-design (e.g., AI-monitoring), content management, virtualization (cloud), mobile development (Android Auto and iPhone CarPlay), custom OBD-II's, on-board and back-end research diagnostics.

  • Analytics and diagnostics accessed car, manufacturing, service, warranty, aggregated engineering records, and 3rd party data for predictive sub-system failure rates (and market equity value), along with subsequent service, parts, and scheduling logistics (the data warehouse)
  • Technology and frameworks included Telematics, IoT (IFTTT), Agile, DevOps, DMS Integration (REST, Soap, RPC), Open-Source libraries, and more as an Expert System; reflecting Deep Learning and Machine Learning (smart) system principles, from continuous updates in the service's data warehouse.

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Personality for Business Intelligence (the game changer):

  • Predictive personality-based behavior and interaction pattern analytics; e.g., applied psychoinformatics) were integrated with the business intelligence from the 'Smart Car' data warehouse to: (1) personalize the user Smart Car experience, and (2) provide personalized client behavior and interaction input to bolster the productivity of equity mining; supporting direct and automated sales.
  • This capability fortified digital marketing initiatives personalizing user-experience and equity-mining sales, as automotive dealerships transition to the emerging CRM 3.0 – migrating them from tactical funnels (CRM 1) to multi-channel marketing (CRM 2), to personalized interaction (CRM 3).

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The roles' requirements were instrumental for integrating technology with business strategy, focusing on leveraging research-based business and technological solutions to enhance business growth and operational efficiency. Key contributions and achievements include:

  • Digital Strategy and Implementation: Led the development and execution of a comprehensive digital strategy, aligning it with overarching business objectives. This was crucial for identifying and capitalizing on technological trends to drive business growth.
  • Business and Technology Synergy: Acted as a bridge between business needs and technological solutions, ensuring that digital initiatives were both technically viable and strategically beneficial. This alignment led to improved operational efficiencies and increased sales potential.
  • Leveraging Business Science: DDA leverages the applied science of "psychoinformatics", personalizing service and sales support, integrated with business intelligence. This behavior pattern recognition object service (model) is based on 85% accurate predictive behavior patterns.
  • Competitive Market Analysis: Conducted thorough market analysis to identify unique opportunities for technology application. My expertise in articulating the competitive advantages of our technological solutions significantly bolstered our market position.
  • Client Relationship Management: Fostered strong client relationships by effectively communicating the business benefits of complex technical solutions, enhancing trust and opening new collaboration opportunities.
  • Interdepartmental Collaboration: Worked closely with various departments to ensure a unified approach to digital transformation, facilitating communication between technical teams and business units for successful project execution.

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This venture successfully demonstrated the merge of technological knowledge with strategic business insights, driving initiatives that surpassed business goals through innovative technological applications.

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Skills: Psychoinformatics · Chatbots · IT Strategy · Industrial Internet of Things (IIoT) · Business Process Re-engineering · Agile · DevOps · Web services · Dealervault · REST · Soap · GDPR · NoSQL · Data Warehouse · Prompt Engineering · Big Data · Business Intelligence · Machine Learning · Natural Language Processing (NLP) · Drupal · Dealersocket · Social Media · Linux · GPS · Open-Source · GitHub · Enterprise Architecture · Product Management · Cloud Computing · Software as a Service (SaaS) · Program Management · Systems Integration · Marketing · Business Strategy · Project Management · Nested Queries · OBDII analysis · DMS systems · Telematics · Service Scheduling · Equity Mining · Competitive Research · CRM 3.0 (Automotive) · AI-based security · WebSphere · ERP · Facebook

Founder, Managing Director, Chief Business Officer

SocialMarketResearchforCharity Inc.
Boulder, CO
01.2011 - 12.2016

Social Market Research for Charity (SMRC) non-profit objective was to establish a global social economy for business and medical research, from anonymous, biometrically secure, personal activity data. The plan was to establish worldwide adoption in 5-7 years, monetize each person’s activity, make people feel needed (with individual purpose), and safe. This would generate billions for worthy social causes, from 15+ million people, each generating $2.25/day average (for themselves and their causes), in exchange for their anonymous personalized data as paid research.
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The service developed anonymous digital personifications and valuable market research, matched to each person's every interest, that paid individuals for their data and funded their social causes, by learning about their interests, while biometrically protecting their identity and data , to end fraud and spam. This was to provide 100% personalization and monetization for every host’s website, by charging advertisers and sponsors as a cost effective, 100% personalized marketing service for qualified leads, undivided attention to promotion, and conversions.

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Technology Infrastructure: This leveraged the team's combined experience with behavioral biometric security, collaborative integration (amongst competitors), software as a ‎service revenue models (SaaS), Smartphones and Smart devices (IoT), parallel processing, supercomputing, cloud virtualization, sentiment ‎analysis, AI, behavioral analytics, digital personalities (personas), social media(s), 100% personalized ‎marketing analytics, content intelligence (NLP, ML, and DL) and the latest DevOps stack, SEO and ad delivery technologies (for web, mobile, social, ‎email) and more.
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This social offering highlighted the team’s combined technical acumen with a deep understanding of market research dynamics to drive impactful business and social change. Key contributions included:

  • Innovative Market Research: Spearheaded cutting-edge market research initiatives to understand individual persona-driven activity, respective to social issues, business interests and public perception. It utilized advanced data mining and analysis techniques to gather and interpret data, providing actionable insights for business and social impact strategies.
  • Merging AI and Business Science: SMRC merges the applied sciences of bioinformatics, psychoinformatics and AI (NLP, ML, and DL), to provide (1) biometric security for identity and data, and (2) analysis of preferences (feelings) in personal activity data by applying NLP, ML, and DL pattern recognition, to generate a business intelligence data warehouse from anonymous personal activity data.
  • Strategic Planning and Execution: Developed and executed comprehensive strategies that aligned with both the organization's goals and social welfare objectives. This approach balanced technical feasibility with practical considerations, ensuring successful project outcomes.
  • Stakeholder Engagement: Collaborated with various stakeholders, including non-profits, government entities, community groups, and philanthropic investors to align our research objectives with broader social goals. This collaboration was instrumental in ensuring that our initiatives had a meaningful and lasting impact.
  • Technology Integration: Leveraged the latest technologies in data analytics and online marketing to enhance our research methodologies. This not only improved the accuracy of our findings but also increased the efficiency of our research processes.

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This role merged expertise in market research with a passion for social good, leading initiatives that were both technically sound and socially impactful.

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Skills: AI Chatbots · IT Strategy · Change Management · Business Process Re-engineering · Neural Networks · Expert Systems · Internet of Things (IoT) · Pattern Recognition · Big Data · Business Intelligence (BI) · Prompt Engineering · Deep Learning · Natural Language Processing (NLP) · Information Technology · Architecture · Cloud Computing · Business Analysis · Software Development · Program Management · Integration · Strategic Planning · Enterprise Architecture · CRM · Marketing · Market Research · Business Planning · Social Media · Artificial Intelligence · Business Strategy · Business Development · E-commerce · Online Advertising · Identity · Biometric Security · Social Advocacy · Non-Profits · Charity · Medical Research · Advertising · Social Media

Managing Director and Senior Planner

Strategic Rating Inc.
Estacada, OR
11.2008 - 02.2011

Agency, Business Plans, Accounting, and Strategic Digital Marketing - based on experts in strategy, marketing, research, and finance, whose offerings included:

  • Strategic Business Plans: Leveraged "expert systems" for strategy and business plans based on rigorous assessment of finance, market climate, positioning, potential, trends, and 50+ factors. Strategic expert insights, recommendations, and plan consulting further refined ensuing strategies, contingencies, and projections through financing alternatives, delivering expert-based strategic go-to-market business plans for execution and speculative investors.
  • Web and Social Media Groundswell Marketing: RSS. Social media marketing, multi-level programmable auto response, and widget development for marketing. This included the one of the market’s first landing page generators and dynamic feeds.
  • Digital Marketing services (and SEO) for web, mobile, social and email campaigns/apps - SFA-CRM-ERP back-ends, based on predictive marketing analytics. Also developed on-line chat and accounting support, as business service offerings.
  • Specialized planning and promotional support for Green (energy and environmental) initiatives. This included Verde Reformation, Sgs360.com, and PlanetSaviors.com - The tagline for the last two was "Using Celebrities, Corporate Social Responsibility, and the Dynamics of Social Media to Finance the most Productive Charitable Projects".
  • Implementation of 2-3 services per client, from this list: SEO (local, international and ecommerce), search engine marketing, display advertising, remarketing, social media marketing/ads, social ‎media management, mobile advertising, reputation management, blog marketing, ‎content marketing, and email nurturing campaigns.
  • Digital Marketing Authority for e-Commerce, Merchandising, Interaction-Service-Retention, Open Source Content Management (Drupal and OSCommerce), Ajax, Mobile (android and Tablet Development, Virtualizations (Mac on PC), Vocal Biometrics, Geo mapping, Online Universities - Remote Education, Verde Reformation (biofuel gasifiers, 8:1 Syngas, Fisher-Tropics process; no waste bi-products), and more.

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The role of Agency Director and Senior Planner specialized in delivering comprehensive business solutions with a focus on strategic planning and market analysis. This approach combined in-depth industry knowledge with a keen understanding of technological advancements, enabling the ability to offer unique insights and competitive strategies to clients. This was instrumental in guiding businesses through complex market dynamics, ensuring they stayed ahead in rapidly evolving sectors.

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Key Contributions included:

  • Leveraged expertise in Business Needs Analysis and Strategy Realignment to identify and capitalize on market opportunities.
  • Employed Advanced Problem Solving techniques to address unique challenges, enhancing client satisfaction and business outcomes.
  • Conducted Market, Technology, and Consumer Research to inform strategic decisions and maintain competitive advantage.
  • Utilized Data Mining and Data Governance skills to ensure accuracy and integrity of market insights.
  • Implemented Enterprise Application Integration solutions to streamline business processes and improve operational efficiency.
  • Developed and executed online marketing strategies, including SEO and SEM, to increase brand visibility and market reach.
  • Facilitated Business Partner Management, fostering strong relationships and collaborative efforts for mutual growth.
  • Applied Strategic Account Development and Territory Management skills to expand client base and increase revenue streams.
  • Emphasized Customer Satisfaction through tailored solutions and attentive service, leading to repeat business and referrals.

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Skills: Learning Management Systems · Neural Networks · Expert Systems · Industrial Internet of Things (IIoT) · Pattern Recognition · Big Data · Business Intelligence (BI) · Prompt Engineering · Deep Learning · Natural Language Processing (NLP) · Information Technology · Analytical Skills · Business Analysis · Software as a Service (SaaS) · Account Management · Software Development · Program Management · Integration · Strategic Planning · CRM · Marketing · Enterprise Software · Market Research · Business Planning · Social Media · Business Strategy · Business Development · New Business Development

  • Managed time efficiently in order to complete all tasks within deadlines.

Internet Marketing/Technology SME

Phillip Nakata & Assoc.
Welches, OR
10.2002 - 11.2008

At Phillip Nakata & Associates, the role of Internet Marketing and Technology subject matter expert encompassed a broad spectrum of digital agency and professional services consulting. This was instrumental in driving forward-thinking strategies and technological innovations across various digital marketing and IT domains.

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Professional Services Consulting:

  • Spearheaded link and ranking strategies, RSS, dynamic XML extractions, and internationalization projects, enhancing reach and digital presence.
  • Developed and implemented web and desktop widgets, affiliate marketing programs, and newsletters, boosting client engagement and brand visibility.
  • Expertly managed pay-per-click campaigns and target email strategies, optimizing ad spend and maximizing ROI.
  • Provided comprehensive consulting on J2EE architecture, WebSphere visual programming, and web services, ensuring robust and secure digital solutions.
  • Delivered high-impact consulting on DevOps, virtualization, web services, enterprise infrastructure, and AI-based security, aligning with innovative technological trends.
  • Conducted short-term engagements for SMB website development, focusing on .NET (ASP) platforms, ecommerce solutions, and social networking architecture.
  • RFID, IoT (Internet of Things), Business and Systems Integration Consulting in conjunction with Beam Touch LLC (Ed Oguejiofor, CEO, former IBM Senior Software Architect colleague. This was an extension of our multiple roles at IBM.

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Digital Agency Offerings:

  • Executed advanced SEO and Google Ads campaigns, leveraging Hummingbird and Rank Brain algorithms for superior search rankings and web visibility.
  • Utilized advanced competitive analytics and A/B testing for SEO and ad campaigns, driving data-driven decisions and continuous improvement.
  • Pioneered mobilized media apps and social media strategies, targeting campaigns by objectives and utilizing diverse ad types for maximum outreach.
  • Emphasized the importance of real-time analytics and standardizing Sproutsocial for comprehensive social media management across multiple platforms.
  • Identified and recommended new products based on market research and consumer analysis.

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Key Achievements:

  • Successfully tripled revenues for a major business client through strategic digital marketing and technology consulting.
  • Implemented innovative site configurations (Ajax, Realty, Dynamic News) to cater to diverse business needs, enhancing user engagement and online experience.
  • Championed the use of innovative tools like SpyFu and iSponage for competitive analysis, ensuring an edge over competitor's digital marketing strategies.

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Skills: AI Chatbots · IT Strategy · Business Process Re-engineering · Expert Systems · Internet of Things (IoT) · Pattern Recognition · Machine Learning · Big Data · Business Intelligence (BI) · Prompt Engineering · Deep Learning · Natural Language Processing (NLP) · J2EE · Technology Consulting · Internet Architecture · Infrastructure · Analytical Skills · Business Analysis · Software as a Service (SaaS) · Account Management · Software Development · Program Management · Integration · Strategic Planning · Enterprise Architecture · CRM · Marketing · Enterprise Software · Market Research · Business Planning · Social Media · Artificial Intelligence · Integrated Marketing · Business Strategy · Lead Generation · E-commerce · Online Advertising · Project Management · New Business Development · Biometrics · Identity · RFID

Web/Search Architect/Engineer for Advertising/Mktg

AZ Global Media LLC
Tigard, OR
04.2007 - 10.2007

Web and Search Architect-Engineer for Search Engine Marketing (PPC-CPC-CPM), Search Engine Optimization (Content, Elements, Indexed, Spider maps, submissions), Dynamic Content Development (extract, style, Interactive), Email and Newsletter marketing, Directories, RSS feeds, Blog authoring, Group discussion posts, Google Interactive Maps, Video Podcasts, Desktop Sidebar marketing and webcasting streaming flash:

  • Initiated and led multiple programs to support Web 2.0 advertising and marketing service revenue channels, demonstrating a strong blend of technical expertise and strategic vision.
  • Spearheaded the development of a custom landing page generator, leveraging search engine marketing techniques to enhance user engagement and conversion rates.
  • Implemented advanced SEO strategies, including spiders for site mapping and dynamic RSS, to improve website visibility and search rankings.
  • Developed and managed dynamic content extraction processes, re-rendering real-time data in various formats to enhance user experience and content relevance.
  • Orchestrated comprehensive email marketing campaigns, including custom and major media outreach, to expand brand reach and engagement.
  • Created and managed blogs, group discussions, and video podcast series, showcasing versatility in content creation and digital communication.
  • Oversaw the development of an extensive Web Topic Clipping and Monitoring Service, demonstrating a keen eye for market trends and user interests.
  • Launched a Webcasting Service to support large-scale participant engagement via streaming 'Live' Flash broadcasting, showcasing technical proficiency in multimedia communication.
    Integrated Web to Desktop solutions for branding, enhancing brand presence and user interaction through innovative desktop web services.
  • Utilized a diverse technology stack including PHP, .NET (ASP), Windows 2003, Unix, MySQL, IIS, Apache, and Drupal, demonstrating a broad and deep technical skill set.
  • Played a pivotal role in content management for two major websites, adding approximately 700 pages, showcasing significant content strategy and web development skills.

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Applied Skills and Technologies:

  • Web 2.0 Advertising and Marketing
  • Search Engine Optimization (SEO) and Marketing (SEM)
  • Dynamic Content Extraction and Real-time Data Rendering
  • Email Marketing and Digital Communication Strategies
  • Webcasting and Multimedia Broadcasting
  • Web to Desktop Integration
  • Content Management and Web Development
  • Proficiency in PHP, .NET (ASP), Windows 2003, Unix, MySQL, IIS, Apache, Drupal

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Skills: Prompt Engineering · Information Technology · Consulting · Cloud Computing · Analytical Skills · Account Management · Software Development · Marketing · Market Research · Social Media · Lead Generation · E-commerce · Online Advertising · Project Management

J2EE and .Net Websphere Migration Project Manager

ADP (Automatic Data Processing)
Portland, OR
06.2004 - 01.2006

IBM Application Server Migration and Performance monitoring contract to manage the migration, expansion, configuration, provisioning, upgrade, documentation and hands-on re-deployment of a financial services infrastructure (3-tier, 4 farms) to support a business commerce expanding from a $55M per year service to a $500M per year e-contracting broker aggregator web service (.Net-ASP web services, WebSphere 6, MQ, DB2, Windows 2003 server).

  • Led the design and implementation of enterprise-level solutions, focusing on high availability and scalability to meet the dynamic needs of the business.
  • Authored and published several White Papers on topics such as 'High Availability Solutions' and 'Scalable Systems Design', showcasing thought leadership and deep technical expertise.
  • Played a key role in the integration and deployment of WebSphere MQ across multiple platforms, ensuring robust and reliable messaging services for critical business operations.
  • Spearheaded the upgrade and optimization of DB2 8.2 databases, implementing High Availability Disaster Recovery (HADR) features to enhance system resilience and data integrity.
  • Conducted comprehensive system analysis and troubleshooting, leading to significant improvements in system performance and reliability.
  • Collaborated closely with cross-functional teams to align system architecture with business objectives, ensuring technology solutions effectively supported organizational goals.
  • Managed critical system migrations and updates with minimal downtime, demonstrating exceptional planning and execution skills.
  • Actively participated in technology forums and workshops, staying abreast of the latest industry trends and advancements.

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Applied Skills and Technologies:

  • High Availability and Scalability Solutions
  • White Paper Authorship and Publication
  • WebSphere MQ Integration and Deployment
  • DB2 8.2 Database Management with HADR
  • System Analysis and Performance Optimization
  • Cross-functional Collaboration and Team Leadership
  • Technology Trend Analysis and Adoption

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Skills: Java · Information Technology · Consulting · Architecture · Product Management · Infrastructure · Cloud Computing · Analytical Skills · Software Development · Integration · Enterprise Architecture · Enterprise Software · Project Management

Sr. e-Bus. Software Strategy/Solutions Architect

IBM Software Group Senior Technical Resources
Austin, TX
05.2001 - 09.2002

Worked with IBM’s largest client CIO’s and their application service teams in planning, architecture, design, troubleshooting, and management of complex, mission-critical projects based on J2EE frameworks (object models, use cases, IBM e-Business design patterns, and IBM tools (WebSphere, MQ Middleware, EAI).

  • Spearheaded the implementation of IBM Software Group's application and integration middleware technologies, including WebSphere, J2EE-JSP-BMP Session, Entity-CMP, EJB, JTS, web services, JDBC-Connectors-DB2, MQ-RMI-CICS, and security policy products.
  • Expertly managed Business Integrator (EAI) projects, optimizing applications for high-speed transactional support, clustering-load balancing, and other brokered services like portals, personalization, and commerce servers, utilizing RUP (Rational Rose) methodology.
  • Provided strategic Java vs. .NET architecture and design consulting, focusing on messaging wrappers and common services, ensuring robust and scalable solutions for top-tier clients.
  • Specialized in IT Strategy, Software Architecture, and Systems Integration.
  • Co-authored publications for the IBM Redbook: "Best Practices for Optimized J2EE Development," targeting Systems, Operations, Development, and Application Architecture management.
  • Dedicated 20-35% of my time to identifying, developing, orchestrating, and preparing intellectual capital and properties for publishing or patenting, significantly contributing to IBM's repository of "Best Practices."
  • Actively involved in recruiting and mentoring other IBM senior solution architects, fostering a culture of innovation and technical excellence within the team.

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Key Skills and Technologies:

  • Middleware Technologies: WebSphere, J2EE, MQ,RMI, CICS
  • Security and Policy Products
  • Systems Integration
  • IT Strategy
  • Business Integration and EAI
  • High-Speed Transactional Support and Performance Optimization
  • Clustering and Load Balancing Techniques
  • Brokered Application Services: Portals, Personalization, Commerce Servers
  • Architecture and Design: Java, .NET, Messaging Wrappers, Common Services
  • Publication and Intellectual Property Development

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Skills: IT Strategy · Change Management · Agile · Business Process Re-engineering · eBusiness · Expert Systems · Pattern Recognition · Design Patterns · Big Data · Business Intelligence (BI) · J2EE · Information Technology Consulting · Application Architecture · Managed Services · Solution Architecture · Software Development · Program Management · Application Integration · Strategic Planning · Enterprise Architecture · CRM · Enterprise Software Integration · Business Strategy · Business Development · E-commerce · Project Management · IBM Performance Pack (clustering and load balancing) · Web services · MQ · Tivoli · RUP · Best Practices

J2EE Practice Principal and Enterprise Architect

CSC (Computer Sciences Corp.)
Waltham, MA
10.1999 - 12.2000

At CSC, the role as J2EE Practice Principal was pivotal in driving technological advancements and delivering high-value solutions to clients. This tenure was marked by a deep engagement in both technical and strategic aspects of large-scale IT projects. Working with multiple teams, in several industries (oil, shippers, carriers, construction, steel, and convenience stores), this resulted in ~$15M in professional services revenues (of CSC’s 1999 $700M e-business revenues).
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  • Senior Business Architect for client e-Business strategies and delivery methodologies: Responsible for (1) gathering and analyzing business requirements, formulating approaches, creating designs, developing, and delivering business solutions, (2) segmenting users (consumer, intermediaries, channels, supply chains, and internal collaboration needs), (3) prioritizing-orchestrating measurable value, (4) re-engineering markets and internet delivery processes, and (5) establishing the web-internet ROI and business plan.
  • Senior Technical Architect – Subject Matter Expert: (1) Lead, plan and develop custom Internet enterprise architecture frameworks and integration focused on NetMarket trade applications, (2) Custom Object-Oriented re-development (Small Talk based), modeled into core JAVA (JSP, session, EJB, connectors, JDBC) application framework components (artifacts) and object framework extensions, (3) integrations for logical and tiered architectures, and (4) program management for delivery. Applied Catalyst 4D Methodology (UML) or Rational Unified Process(RUP) Methodology.
  • Applications included commerce, catalog, auctions, exchanges, document and content management, dynamic personalization, collaboration, logistics, security, directory, supply chain, back-office and ERP integrations through online and wireless clients.
  • Vendor products architected and integrated included BEA Weblogic, Iplanet, ATG Dynamo, Broadvision, Ariba Trading Dynamics, MOAI, Idapta, WebMethods, TopLink, Extricity, Crossworlds, Oracle, Documentum. Vignette, Yantra, Manugistics, CAPS, and custom B2B Portals and Exchanges

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Key Contributions and Achievements:

  • Project Leadership: Spearheaded multiple IT projects, ensuring they aligned with client objectives and delivered within time and budget constraints. Provided leadership in these projects was instrumental in enhancing client satisfaction and project success rates.
  • Technical Expertise: Utilized extensive knowledge in Sales Automation Technologies and Platforms (10 years plus two prior IBM roles) to provide expert guidance and solutions. This involved staying abreast of the latest technological trends and effectively applying them to meet project requirements.
  • Client Relationship Management: Built and maintained strong relationships with key stakeholders, understanding their unique needs and providing tailored solutions. The ability to communicate complex technical concepts to non-technical stakeholders was crucial in securing client trust and loyalty.
  • Innovative Problem-Solving: Regularly tackled challenging IT issues, employing innovative approaches and critical thinking. These solutions not only resolved immediate problems but also contributed to the long-term efficiency and effectiveness of client systems.
  • Team Collaboration and Mentoring: Worked collaboratively with cross-functional teams, fostering a productive and inclusive work environment. Actively mentored junior staff, sharing knowledge and expertise to enhance team capabilities.
  • Continuous Improvement: Committed to continuous learning and improvement, regularly participated in professional development opportunities. This commitment enhanced personal skills and brought new insights and practices to the team and projects.

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Skills: IT Strategy · Change Management · Business Process Re-engineering · Neural Networks · Big Data · Business Intelligence (BI) · Java · Information Technology · Consulting · Architecture · Infrastructure · Analytical Skills · Business Analysis · Software as a Service (SaaS) · Software Development · Program Management · Integration · Strategic Planning · Enterprise Architecture · CRM · Enterprise Software · Market Research · Business Planning · Business Strategy · Business Development · E-commerce · Online Advertising · Project Management · New Business Development

Director Internet Consulting and Training

Navant Corporation, IBM Websphere Business Partner
Raleigh, NC
02.1999 - 09.1999

As Director for Internet Consulting and Training:

  • Spearheaded the development and marketing of innovative e-Learning solutions, significantly enhancing the digital learning experience for a diverse client base.
  • Collaborated with cross-functional teams to design and implement robust e-Learning platforms, ensuring scalability, user-friendliness, and cutting-edge content delivery.
  • Played a pivotal role in strategic planning and execution of IBM internal marketing campaigns, effectively positioning Navant Corporation as (1) A leader in e-Learning solutions, and (2) The Premier IBM e-Business Partner for WebSphere consulting and Web Integration consulting.
  • Sales and delivery of customized ‘branded’ Java technical training to the IBM WebSphere Brand Team, IBM Solution Developer Marketing, and IBM Business Partners that averaged $40K-$80K per course (1-5 day), delivered for an additional $3-5K per day through IBM “e-Learning”.

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Lecturer, IBM e-Learning (Course E4400)

  • Conducted comprehensive lectures and training sessions on advanced e-Learning technologies and methodologies, with a focus on Internet Application Server principles, and transitioning savvy .Net C++ developers into J2EE object models developers.
  • Designed and delivered engaging course content, fostering an interactive and immersive learning environment for participants.
  • Utilized expertise in e-Learning, and experience transitioning object-oriented frameworks since 1988, to provide insightful, real-world examples and case studies, enhancing the learning experience for all attendees.

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Key Skills and Technologies:

  • e-Learning Solutions Development and Marketing
  • Cross-Functional Collaboration in Platform Design and Implementation
  • Strategic Marketing Campaign Planning and Execution
  • Comprehensive Lecturing and Training in e-Learning Technologies
  • Interactive and Engaging Content Creation
  • Expertise in Internet Technologies, .Net, J2EE, and Online Learning Strategies

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Skills: Learning Management Systems · IT Strategy · Prompt Engineering · Java · Information Technology · Consulting · Architecture · Product Management · Analytical Skills · Account Management · Program Management · Integration · Course Development · Software Architecture · Object Model · Industry standards · Service-oriented Architecture (SOA) · Web services · .Net · C++ · Application Servers · Course Delivery · Case Studies

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John was the IBM Engineer who wrote the White Paper and Strategy papers that launched the IBM WebSphere family of products, except for MQ (the ‘glue’) and Tivoli, which were already well-established.

Vice President – Internet Strategy

AON Consulting (US Corporate – div. Of AON Group)
Winston-Salem, NC
04.1996 - 01.1999

AON is a acquisitions-based company meaning that as a large player in the insurance industry, they constantly buy and often sell companies later. They acquire to gain market share, but often the costs of integration and rebuild are so high they make the acquisition profitability questionable. As Vice President of Internet Strategy:

  • Provided expert consulting services to AON, a leading global professional services firm offering reinsurance, risk, retirement, and health solutions (HR and benefits administration). My role involved direct engagement with AON's diverse client base, delivering high-impact solutions tailored to their unique needs.
  • Led a team in the development and implementation of innovative strategies to optimize AON's service offerings, enhancing client satisfaction and operational efficiency.
  • Played a key role in analyzing market trends and client feedback, ensuring AON's services remained at the forefront of the industry.

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Key Responsibilities and Achievements:

  • Developed and executed comprehensive strategies to improve client engagement and service delivery, resulting in increased client satisfaction and retention.
  • Collaborated with cross-functional teams to identify and implement process improvements, driving efficiency and effectiveness in service delivery.
  • Conducted in-depth market analysis to stay ahead of industry trends and align AON's offerings with emerging client needs.

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Key Skills and Technologies:

  • Strategic Consulting and Client Engagement
  • Team Leadership and Cross-Functional Collaboration
  • Process Improvement and Operational Efficiency
  • Market Analysis and Trend Identification
  • Service Delivery Optimization

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Skills: IT Strategy · Change Management · Business Intelligence (BI) · Information Technology · Consulting · Architecture · Analytical Skills · Program Management · Integration · Strategic Planning · Enterprise Architecture · CRM · Enterprise Software · Business Planning

Worldwide Architecture Assessment Program Manager

IBM Sales and Service
Raleigh, NC
04.1996 - 02.1998

In this strategic role, the responsibility focused on conducting comprehensive assessments of IBM's multi-billion dollar portfolio of internal applications and services. The expertise required was pivotal in evaluating various lines of business, identifying areas for improvement, and making critical recommendations.

  • Applications and frameworks assessed included business partner programs, sales automation, product configurators, project management, enterprise middleware, push and search technologies, executive information systems (EIS), OLAP, data warehousing, OLTP, ERP systems, contract and proposal generators, video conferencing, application internationalization and internet distributed computing designs.

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Key Responsibilities and Achievements:

  • Conducted in-depth assessments of IBM's internal services, analyzing their performance, scalability, and alignment with business objectives.
  • Provided expert recommendations on a range of actions, from sunsetting underperforming services to advocating for additional funding for promising initiatives.
  • Addressed and resolved technical, financial, and operational concerns by working with team members and directors.
  • Played a key role in shaping the strategic direction of IBM's internal services, influencing decisions on technology investments and business development.
  • Authored multiple White Papers that provided insights into technology trends and internal service optimization, guiding IBM's strategic planning.
  • Provided business and technical insight for integrating application frameworks, standardizing enterprise infrastructure, and streamlining migration, based on emerging Internet trends, IBM “net. compute” directives and IBM's enterprise ‘meta-object' research. This initially established the unified, industry standard architecture (Java, SOA and Web Services) that became the foundation for IBM's internal and external application frameworks for WebSphere e-Business. e.g., WebSphere Application (integration) Server, MQ-MQSI (messaging, pub-sub), DB2 (data and virtualization), and Tivoli (storage-access-identity).
  • Member of the Senior Corporate Object-Oriented Analysis Team (IBM CIO internal Intellectual Capital) which then, publicly presented the CORE business and service ‘meta-object' models and underlying publish-subscribe “services that (in tandem with Microsoft development) became the foundation of today's web services and the CORE objects of most vertical application frameworks. The result was an in-depth study deemed “the most valuable and insightful study ever produced by IBM IT”, as documented by IBM's USA CIO and their intellectual capital CIO staff.

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Key Skills and Technologies:

  • Strategic Assessment and Analysis of Internal Services
  • Interacted with customers and clients to identify business needs and requirements.
  • Decision Making and Recommendation for Service Improvement
  • White Paper Development and Thought Leadership
  • Business and Technology Case Development
  • Influencing Organizational Strategy and Investment Decisions
  • Skilled at working independently and collaboratively in a team environment.

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Skills: AI Chatbots · IT Strategy · Change Management · Business Process Re-engineering · Neural Networks · Expert Systems · Pattern Recognition · Big Data · Business Intelligence (BI) · Prompt Engineering · Natural Language Processing (NLP) · Java · Information Technology · Consulting · Architecture · Product Management · Infrastructure · Analytical Skills · Business Analysis · Software as a Service (SaaS) · Account Management · Software Development · Program Management · Integration · Strategic Planning · Enterprise Architecture · CRM · Enterprise Software · Market Research · Business Planning · Business Strategy · Business Development · E-commerce · Online Advertising · Project Management · New Business Development · Project Management · Cost Justification · Investment analysis · Competitive analysis · Meta Objects · Web services · Decision Sciences · Managed Services · Product Configurators · Profit and Loss analysis

Chief Technology Officer/Lead Architect

IBM Sales Force Automation
Bethesda, MD
09.1993 - 04.1996

Defined and led the full cycle IBM Sales Force Transformation Business and Technology Services Plan to Market: Business analysis, business plans, identification, sourcing, plans to develop, the development, packaging, quality assurance, securing general availability, software remarketing, best practice deployments plans, and alliance-acquisitions plans, ensuring alignment with business goals and market trends.

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Key Responsibilities and Achievements:

  • Oversaw the research and development of new technologies, fostering innovation and maintaining IBM's competitive edge.
  • Design and product manager for multiple sales-force automation products.
  • Established and enforced technical standards and practices across the national practice, enhancing efficiency and consistency in technology deployment.
  • Collaborated with cross-functional teams to integrate technology solutions into IBM's product offerings, enhancing value and customer satisfaction.
  • Acted as a key advisor to senior management on technology-related decisions, influencing the company's strategic direction and investments.

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Key Skills and Technologies:

  • Technology Strategy Development and Implementation
  • Leadership in Research and Development
  • Technical Standards and Best Practices Establishment
  • Cross-functional Collaboration and Integration
  • Strategic Advisory and Decision Making

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IBM recruited my services after winning multiple contracts in competition with them in my prior role at Spectrum Information Technologies.

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Skills: IT Strategy · Change Management · Business Process Re-engineering · Neural Networks · Expert Systems · Pattern Recognition · Big Data · Information Technology · Consulting · Architecture · Product Management · Infrastructure · Analytical Skills · Business Analysis · Software as a Service (SaaS) · Account Management · Software Development · Program Management · Integration · Strategic Planning · Enterprise Architecture · CRM · Enterprise Software · Market Research · Business Planning · Business Strategy · Business Development · E-commerce · Project Management · Ami Pro · Lotus Notes · Lotus 1-2-3 · Business Resource Software · Wireless Consulting · Product Configurators · Quality Assurance · General Availability · Release Planning · Sales Automation · Mobility · Laptop · Sales Transformation · Video Conferencing

Principal and Partner

Synergyn Inc.
Silver Spring, MD
11.1993 - 02.1995

Concurrent to the launch of IBM first website on the public worldwide web (that launched in 1993), as a principal of Synergyn Inc.:

  • Spearheaded the development and launch of an innovative ancestry application website, leveraging extensive experience in sales automation dating back to 1975.
  • Pioneered the use of non-IBM technology for web development and promotion, demonstrating foresight in Internet marketing and digital presence.
  • Played a key role in the introduction and marketing strategies for the website, setting a precedent in online user engagement and digital ancestry exploration.
  • Navigated complex corporate dynamics, balancing the pioneering work at Synergrn with responsibilities as IBM's Chief Technology Officer.
  • Developed and implemented UI Frameworks, effectively building and managing the website's infrastructure, which in modern terms equates to comprehensive website development.
  • Faced and addressed corporate challenges, leading to a pivotal career decision due to conflicting interests with IBM's emerging web presence.

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Key Sales Automation Technologies and Tools applied:

  • Web marketing with a games web interface
  • Information needs analysis
  • Configurators
  • Competitive purchase analysis
  • Alternative payments plans
  • Clean order validation
  • Order processing and tracking
  • Focused (targeted) web site promotion strategy

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Skills: Information Technology · Consulting · Analytical Skills · Web site development · Program Management · Marketing · Business Planning · Email Marketing · Lead tracking · HTML · Sales Tracking

Director of Software Development

Spectrum Information Technologies
Monmouth Junction, NJ
02.1991 - 09.1993

Directed the planning, design and development of sales automation platforms and wireless (cellular and pager) technology implementations for Spectrum. Spectrum-DataOne was the largest US distributors of laptops at that time, a leading multi-vendor VAR, the leading developer in “field force sales automation" (sales supply chain automation for consumer goods vendors), a large CellularOne (cellphone) distributor, and holder of the 1st US cellular to pc patent.
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As Managing Director for Software Development:

  • Led multiple groundbreaking projects that integrated laptops with cell phones, leveraging the first cellphone-to-PC patent, at a time when mobile technology was in its nascent stages.
  • Developed one of the world's first AI-assisted sales engineering workstations, revolutionizing the speed and efficiency of custom build-to-order quotes in the technology sector.
  • Utilized AI capabilities to access manufacturing engineering and order databases, along with a comprehensive aggregation of global engineering notes and analyses, enabling rapid, informed decision-making.
  • Facilitated the design and scheduling of custom builds with unprecedented speed, significantly outpacing competitors in response time and efficiency.
  • Managed a project that was crucial for a major Unisys spin-off, a leader in high-speed private network backbones, marking a significant achievement in the tech industry.
  • Achieved a remarkable milestone where the client's CFO documented a full return on investment (ROI) in less than 9 months, validating the immense value and impact of the implementation.
  • Played a pivotal role in the national launch of the this workstation, which was a key factor in the cost-justification of the client's investment, including their national convention for field sales engineers to launch the application.
  • Enabled co-development with Skytel to provide a message-based offering, leveraging their satellite based pagers in place of cellphones (using our patent) to provide the only worldwide digital coverage (at very low costs). Note that Motorola's first-to-market, Iridium satellite phone sales launched in 1998, at a cost of ~$3,000.

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Key Technologies:

  • Laptop Provisioning and Service - primarily Compaq and Toshiba
  • Sales Automation: Sales Tracking, Configurators, Order Processing, and Content Aggregation
  • Wireless - Cell Phones, Long Distance Pagers (Skytel), and the first cellphone-to-PC patent.
  • AI: Decision Support Technologies, a Cambridge intellectual spinoff that developed expert systems and AI-assisted applications to supplement their core business as providers of Management Consulting, Systems Development and Executive Education.

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Skills: IT Strategy · Change Management · Business Process Re-engineering · Neural Networks · Expert Systems · Big Data · Prompt Engineering · Information Technology · Analytical Skills · Software Development · Program Management · Integration · Enterprise Architecture · CRM · Enterprise Software · Market Research · Business Planning · Business Development · E-commerce · Project Management · Laptop · Technical Support · Pager Technology · PC to Cellphone

Group Product Manager, Sales Automation Dvlp.

Reality Technologies Inc. (Reuters)
Philadelphia, PA
08.1988 - 01.1991

Reality Technologies was the intellectual and business brainstorming company that arose from members of the Wharton Business School and drew upon the best programming talents from the University of Pennsylvania, Drexel University and Temple University (home of basketball greats like Shaquille O'Neal) in Philadelphia.

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They created “WealthBuilder by Money Magazine”, the market predecessor to products like Microsoft Money, that created a user-friendly custom “Optimized diversified portfolio”, by subscription, leveraging consolidated deep investment data for the mutual funds markets (typically only privy to brokers then).

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Backed by free advertising in all Money Magazine media channels (including Time magazine), free financial expert content for their help guides and investment tutorials, and with great business animated graphics (from one of the industry's top business game designers), they sold 27,000 copies first year with no sales staff.
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As Group Product Manager for sales automation to the financial markets:

  • Led the design and management of pioneering sales automation projects for the financial markets, focusing on integrating advanced sales technologies with the WealthBuilder product to enhance value and efficiency. Our first client was the world's largest insurance and investment company.
  • Managed the collaboration of 8 C++ developers and designers, to built a comprehensive sales automation system encompassing lead generation, sales tracking, order processing, and product demonstrations, tailored specifically for the financial sector, starting with the insurance market.
  • Played a crucial role in integrating WealthBuilder, a groundbreaking investment planning tool, into the sales automation system, thereby providing a unique and compelling value proposition to clients in the financial industry.
  • Collaborated closely with the WealthBuilder team on a critical database challenge, aiming to create a unified and efficient system that would benefit both the sales automation and WealthBuilder platforms.
  • Co-designed this integration effort which represented a significant innovation in sales automation, combining sophisticated financial planning tools with state-of-the-art sales processes, setting a new standard in the industry.
  • Faced and tackled extraordinary technical challenges, particularly in database synchronization, which pushed the boundaries of existing technology and required innovative problem-solving skills (P=NP).
  • Regularly met with financial planners, bankers, insurance, and investment consulting firms, seeking similar financial sales automation solutions.

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The project's success demonstrated a unique ability to blend complex financial applications with advanced sales automation techniques, creating powerful tools for the financial services industry.

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Skills: IT Strategy · Expert Systems · Information Technology · Architecture · Analytical Skills · Account Management · Program Management · Integration · Strategic Planning · Enterprise Architecture · Enterprise Software · Market Research · Business Planning

Partner and Sales Automation Consultant

Kingswood Communications and ASTI Inc.
Ardmore, PA
01.1987 - 07.1988

Kingswood Communications was a book publisher and full service advertising agency, located in Ardmore, PA (a suburb of Philadelphia). Using multiple Heidelberg (typeset) printing presses, they became the area's first electronic publishers.

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As a Kingswood Partner and consultant:

  • Secured a pivotal role at Kingswood following a successful partnership with Applied Sales Techniques, leveraging expertise in sales automation and digital technology.
  • Was instrumental in orchestrating a trial offer for NewsNet, an early pioneer in digital news distribution, which resulted in a highly successful campaign and marked a significant achievement in digital news dissemination.
  • My involvement with Kingswood was a direct result of my prior partnership with a renowned west coast technology entrepreneur and author of Philosophy, whose book publisher owned Kingswood. This unique connection facilitated the acquisition of half of my interests in Applied Sales Techniques by Kingswood.
  • Played a key role in supporting Kingswood's advertising agency department, contributing to the publication of major directories including yellow pages and Blue Cross and Blue Shield directory publications.
  • Developed an approach characterized by a blend of innovative sales strategies and a deep understanding of digital media, which were crucial in driving the success of the NewsNet trial and other advertising initiatives.
  • Demonstrated a unique ability to adapt and apply sales automation principles to the evolving digital landscape, significantly enhancing the reach and effectiveness of Kingswood's advertising and publication efforts.
  • Implemented capabilities that included lead generation and qualification, telemarketing, survey and seminar development, segmented literature fulfillment, domestic and foreign distribution support, a strategic 'event-processor', field sales support, response tracking, automatic multilevel reporting and marketing performance analysis.

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Skills: Information Technology · Consulting · Analytical Skills · Software Development · Program Management · Marketing · Business Planning · Integrated Marketing · Lead Generation · Account Management · Typesetting · Desktop Publishing

Marketing Development Consultant & CEO

Applied Sales Techniques, Inc.
San Francisco, CA
01.1986 - 12.1986

Applied Sales Techniques Inc. was one of the first sales automation companies, based out of San Francisco, CA in 1986.

  • Founded Applied Sales Techniques, a trailblazer in integrating Direct Response Marketing with response tracking, offering a service that was ahead of its time in the industry.
  • Partnered with John David Garcia, a renowned author and multi-million-dollar entrepreneur, in a venture that combined innovative technology initiatives with ethical business practices. ‘Google’ his name for his books which include “Creative Transformation”, “The Moral Society: A Rational Alternative”, and“The Ethical State – An Essay on Political Ethics”.
  • Played a pivotal role in "Computer Bargains," an early reseller of clone PCs, contributing to the growth and success of John's pioneering technology venture.
  • In this year, John's patent of the “Electronic Signature Lock” was the world’s first biometric identity verification application based on each person’s unique typing pattern, between keystrokes and pressure on the keys. The target customer was the national US Archives in addition to other government security applications.
  • Engaged in creative brainstorming and strategic planning within Garcia's commune, fostering new technology initiatives and attracting prospective investors.
  • Gained invaluable experience in ethical investment practices, learning the importance of responsible partnership and investment decisions, particularly in high-risk ventures.
  • Developed and executed highly personalized direct marketing campaigns, leveraging cutting-edge sales automation technology to achieve unprecedented levels of productivity and efficiency. One contract with a prominent west coast banking network (Bank of America), for a custom direct response program, resulted in over 300 new business accounts in the first 90 days (3X the response rate of their competitors). See details of the offering following this work description.
  • This tenure at Applied Sales Techniques was marked by a unique blend of technological innovation, marketing acumen, and a deep commitment to business integrity, significantly influencing the evolution of direct marketing strategies.

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The parameters of our best offering included (1) Custom hand-written envelopes (vs. using stickers), (2) handwritten signatures, (3) sophisticated multiple insertions in the letters based on two-three levels of logic, (4) custom inserts per mailer, (5) coordination with Bank of America's computer mainframe outputs, and (6) stamped and delivered to Bank of America's postal services. Note: the envelopes and custom signatures were the key features that no other service firm, at the time, was willing or capable of doing.

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Skills: Information Technology · Consulting · Product Management · Analytical Skills · Business Analysis · Software as a Service (SaaS) · Software Development · Marketing · Integrated Marketing · Lead Generation · Project Management · New Business · Identity · Security · Venture Capital · Business Ethics · Morality · Creative Thinking

Northwest Regional Sales Manager

Digital Microsystems, Inc.
Alameda, CA
01.1985 - 12.1985

Digital Microsystems (DMS) was one of the first multi-user computer systems. They also supported a limited number of multi-user applications (e.g., WordStar – the predecessor of Word, Spreadsheets (VisiCalc), and multiple accounting systems (Peach tree).

  • Pioneered the integration of advanced sales automation technologies at Digital Microsystems, significantly enhancing sales processes and operational efficiency.
  • Led a team of skilled professionals in designing and deploying innovative sales automation solutions, tailored to meet the dynamic needs of the business.
  • Instrumental in automating key sales functions, resulting in streamlined operations, improved accuracy, and increased sales productivity.
  • Collaborated closely with cross-functional teams to ensure seamless integration of sales automation systems with existing business processes and technology infrastructure.
  • Continuously monitored and evaluated the performance of sales automation systems, making strategic adjustments to optimize effectiveness and meet evolving business requirements.
  • Fostered a culture of innovation and continuous improvement, encouraging the exploration of new technologies and approaches to enhance sales automation capabilities.
  • Responsible for direct Northwest regional sales and business development with 2 direct reports. DMS was the primary contractor to British Telecom and Lockheed.
  • Established a national marketing development program to major accounts, dealers, OEMs, and VARs. This facilitated territorial assignments, lead distribution, lead tracking, and collaboration that significantly increased the number of working accounts per rep. The result: 20% sales cost reduction, and 300% increase in sales.
  • In late 1985, the company was acquired by its' largest distributor in England for the British Telecom contract, and became the major competitor to Apricot Computers. The manufacturing moved to England shortly thereafter.

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Skills: Consulting · Business Analysis · Account Management · Marketing · Market Research · Business Planning · Integrated Marketing · Lead Generation · New Business · Sales · Sales Management · Territory Management

Manager of Client and OEM Technical Support

Vector Graphics, Inc.
Thousand Oaks, CA
01.1984 - 12.1984

As Manager of Client and OEM Technical Support Services, this pivotal role managed the engineering support team at Vector Graphics, one of the last full-line manufacturers of practical business computers, known for their comprehensive suite of software applications.
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The Journey and Contributions:

  • Recruited by senior staff at Vector Graphics due to exceptional performance in a previous role, which demonstrated expertise in troubleshooting and supporting multi-user computer systems.
  • Directed staff of nine engineers providing hardware and programming support to major clients and OEMs.
  • Took over a chaotic situation when workforce was reduced by 50%, but developed a network Warranty and Call Tracking system which reduced the response time average from 4 to under 1 hour.
  • Specialized in modifications and troubleshooting of PeachTree and Accounting Plus applications, enhancing their functionality and reliability for business use.
  • Contributed to the deployment of Vector's first multi-user computer systems, setting a benchmark in the industry for performance and usability.
  • Provided comprehensive technical support and guidance to clients, ensuring optimal utilization of Vector's computer systems and software applications.
  • Fostered strong relationships with clients and colleagues, built on trust, expertise, and a commitment to delivering high-quality solutions.

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Skills: Product Management · Infrastructure · Analytical Skills · Program Management · Integration · Team Management · Accounting · Technical Support · Hardware Engineering · Account Management · OEM Support · Software Development

Sales Engineer

Mathematica/Martin Marietta Data Systems
Princeton Junction, NJ
01.1982 - 12.1983

Mathematica was a leading research and development firm and renowned programming powerhouse (developers of RAMIS II, the leading IBM Mainframe database at that time) for their corporate and government clients. The company was acquired in early 1983 by Martin Marietta Data Systems (MMDS, today as Lockheed MMDS), a major Government Defense Contractor and programming resource.

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Mathematica (Before Acquisition by MMDS)

  • Promoted from a Philadelphia regional sales department, where my department was one of the most profitable for the company.
  • Trained in multiple levels of hardware troubleshooting and maintenance for Vector Graphics, Mathematica's system of choice as the world's first business computer vs. the IBM System 36. Leveraged this training to contribute to many groundbreaking projects, driving technological advancements.
  • Assessed all software for the corporation, while learning approximately 100 primary and secondary applications to support Mathematics's many clients
  • Collaborated closely on projects for well-known clients such as LSAT, TRW, Rudgers University and Fortune 500 firms, utilizing Mathematica's advanced computing capabilities.
  • Engaged in diverse projects, demonstrating versatility and the ability to adapt to various technological and industry demands. Two example follow.
  • Played a pivotal role in the maintenance of FAA's critical maintenance records, ensuring accuracy and reliability in aviation safety.
  • Instrumental in the launch of the first credit card promotional program based on credit scores, setting a precedent in the financial industry.
  • Helped Vector Graphic troubleshoot their ‘market first' multi-user design.
  • Contributed to Mathematica's reputation as a leader in Research and Development (programming), particularly before its acquisition by Martin Marietta Data Systems.

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Mathematica (After the Martin Marietta Data Systems Acquisition):
Post-acquisition, played a pivotal role in Mathematica's transition and expansion, particularly in its engagement as a major grey marketer of IBM hardware.

  • Instrumental in Mathematica's strategic shift from a resolute Vector Graphics user and reseller to embracing IBM PC offerings, aligning with MMDS's broader business objectives.
  • Leveraged Mathematica's multiple roles as a user, reseller, VAR (Value-Added Reseller), and VAD (Value-Added Distributor) to establish it as a significant grey marketer in the IBM hardware space.
  • Facilitated the company's transition to IBM PC products, capitalizing on the diverse corporate income streams from various channels.
  • Contributed to the diversification and expansion of Mathematica's business model, aligning with MMDS's vision and market positioning.
  • Played a key role in navigating the company through the complexities of the acquisition, ensuring a smooth transition and integration of business operations.
  • Maintained a focus on innovation and technological advancement, adapting to new market trends and demands in the post-acquisition landscape.

_____

Skills: Information Technology · Consulting · Product Management · Lead Generation · Project Management · Functional Analysis · Sales · Account Management · Hardware Installation · OS Diagnostics · Technical Support · Customer Support · Software Research · Inventory Management · Burn in · Quality Assurance · Hardware and Firmware Diagnostics · Version Control · WordStar

Mid-Atlantic Asst. Regional Sales Manager

Gulf Development Inc.
Philadelphia, PA
01.1979 - 12.1981

Gulf Development - Lexan (Bullet Proof Plastics) Sales: Engaged in the specialized field of plastic sales, focusing on Lexan, a renowned bullet-proof plastic, while honing professional sales skills through the study of industry-leading techniques.

  • Spearheaded sales initiatives for Lexan products, a high-grade bullet-proof plastic, catering to a niche yet critical market segment.
  • Employed advanced sales strategies and techniques, studying and implementing methods from renowned sales experts of the time, including Dale Carnegie, Charles B. Roth, Arthur C. Douglas, and Paul McCalli.
  • Played a key role in expanding the market reach for Lexan products, identifying new opportunities and applications in various industries.
  • Trained (class and field) and managed a 35 man, 5-state region.
  • Served as contract negotiator for the Eastern US, reporting to the Executive Vice President of Marketing.
  • Promoted from sales to sales manager to Assistant Regional Manager.
  • Specialized in 'One Call Close' sales techniques.

_____

Skills: Account Management · Program Management · Business Strategy · Business Development · Lead Generation · New Business Development · Sales · Sales Management · Territory Management · Sales Training · Sales Techniques · Sales Closer · Sales Negotiation

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification

Instructor/Presenter: IT Strategy, Application Server Architectures and Frameworks, JAVA, XML; IBM e-Learning - 2/99-9/99

Education

MBA Candidate; Extended 5 Years Undergrad Program - MBA Candidate: Strategic Planning And Decision Sciences

Wharton Graduate School of Business
Philadelphia, PA
08.1977 - 05.1979

Biotechnology, 1 Year Undergrad Credit - Hematology And Urinalysis

School of Medical Technology, University of Penn.
Philadelphia, PA
08.1974 - 05.1975

Bachelor of Science, Arts & Sciences, 5 Yr. MBA - Adv. Math, Physics, Chemistry, French, Sociology

University of Pennsylvania
Philadelphia, PA
08.1972 - 05.1974

2 Years Advanced Placement College Credits - Mathematics, Physics, Chemistry, English, French, Sociology

University of Pennsylvania (from Radnor High)
Philadelphia, PA
09.1970 - 05.1972

Software

Net

A/B Testing Software

Smart Car Technologies

Agile Frameworks

Adobe Applications

CSS

ASP

AJAX

Database Publishing Software

Data Warehousing Software

DB2

Design Patterns Software

API

Digital Marketing Systems

Distributed Ledger (Blockchain, Bitcoin)

DevOps

Application Server Frameworks

Digital Personality Technology

Online Auction Software

Documentum

Drupal

E-Commerce Systems

E-Learning Software

Big Data Software

EAI

Biometrics Technology

EIS

Enterprise Architecture

ERP (Enterprise Resource Planning)

Fulfillment Software

C

Catalogs Software

IaaS

SaaS

Identity Technologies

HR and Benefit Administration

Customer Relationship Management (CRM)

J2EE and Java

Middleware (like MQ)

Tivoli

Software Architecture

Software Program Management

SEO - Search Engine Optimization

Machine Learning

Artificial Intelligence

Business Intelligence Software

Sales Force Automation

Natural Language Processing (NLP)

OLAP

SQL

Oracle

Open Source

Supply Chain

Lead Generation

SDLC

Load Balancing

Visual Programming

OS Commerce

Supercomputing

Infrastructure Planning

Portals Builders

User Interface

Video Conferencing

VMS

Wireless Technology

Web Services

XML

WebLogic

Provisioning

Proposal Generators

Payment Systems

Performance Management

Sentiment Analysis

Logistics Software

Waterfall

Resource Planning

Cloud Technology

Content Management Systems

Decision Sciences Software

Strategic Planning Software

Online Exchanges Software

CAPS

SEM - Search Engine Marketing

Extreme Programming

Virtualization Technology

Rational Rose

WebSphere

MQSI

Application Security Technology

Infrastructure Security Technology

Code Security Technology

Managed Services Frameworks

GitHub

OpenAI

Email Marketing Software

RSS

HTML

PHP

Linux

Apache

Dealer Management Systems

MySQL

Survey and Poll Software

IdxBroker (Real Estate)

HTML5

Microsoft Office

VBScript

PeopleSoft

Flash and ActionScript

Clean Order Technology

Microsoft Visio

Bid Maximizer

Windows

Pay Per Click (PPC)

Webinar Software

Blog Software

Podcast Software

Paint Shop Pro

Adobe Illustrator

Mind Mapper

Plan Write Expert 10

Mockup Screens

Google Drive

Turbo Tax

ChatGPT4

Project Management Software

Cybersecurity Tools

IoT (Internet of Things) Technology

SpyFu

ISponage

Sprout Social

Social Ad Ninja

Hummingbird

Rank Brain

Microdata

Facebook

Twitter

YouTube

Instagram

Google

IIS (Internet Information Services)

Spider Map Software

IPlanet

ATG Dynamo

Broadvision

Ariba Trading Dynamics

MOAI

Idapta

Web Methods

TopLink

Extricity

Crossworlds

Vignette

Yantra

Manugistics

Catalyst

UML

CICS

IBM Business Integrator

Web Casting Software

CarPlay

Android Auto

OBD-II Technology

Security-by-Design (AI Monitoring)

WordPress

Bootstrap

Accomplishments

PROFILE OF ACCOMPLISHMENTS:

Leadership:

  • 40+ years of experience leading and managing strategic business initiatives for marketing, business planning, consulting, professional services, project management, software design, development and systems integration.
  • IBM Strategy/Solution consulting as Interim/on-site CTO to key CIO’s - orchestrating large and complex IT project initiatives (planning, arbitration, & financial justification).
  • Led IBM team(s) analysis of the potential impacts, costs/ROI, risks, and dependencies of new enterprise technologies to the major LOBs (lines of business) and existing technologies – supporting $5+ billion/year of IBM business.
  • Principal for the National Net Market practice that contributed over $700M in e-Business revenue (dis-intermediation, new value propositions, channel reorganization, liquidity assurance, new revenue models, and business planning... aligned with integration of major component frameworks (personalization, content, document, collaboration, and trade technologies) using standard application server frameworks & middleware on centralized web infrastructure and core back-end systems.
  • Directed the task force that developed guidelines to employ IBM’s service architecture focusing on scalability, integration, manageability, eCommerce and security.
  • Managed the team(s) of subject matter experts auditing enterprise application architecture functional/technical requirements, design/development, reuse, integration, infrastructure, project management, cost justification/performance measurements, security and business case preparation.
  • Principal in Strategic Planning (marketing, production, and finance), Internet and Social Media Marketing, Web ecommerce / e-Business & Sales Fulfillment/Tracking (services) start-ups.
  • Key member of multiple successful Business Process Reengineering redesigns/deployments.

Strategic Planning and Business development:

  • Senior Business Architect/Analyst and Subject Matter Expert for E-Business Portals & Collaboration frameworks.
  • Senior Business Architect for client e-Business strategies and delivery methodologies – segmenting users (consumer, intermediaries/channels, supply chains, and internal collaboration needs), prioritizing/orchestrating measurable value, re-engineering markets and Internet delivery processes, and establishing the web/internet ROI and business plan.
  • Senior Technology Architect for B2B Industrial “NetMarkets” integrating the latest Trade, ERP (supply chain, logistics, hr & procurement) and web technologies to support building Commerce, Catalog, Auction and Business Exchanges.
  • Developed analysis and design/project planning guidelines for Business partner programs, sales automation, product configurators, hybrid middleware architectures, push technologies, EIS systems, OLAP/Data Warehousing, OLTP, contract/proposal generators, application internationalization, distributed extranet (component-based) server architectures, electronic security, wireless technologies, video conferencing and e-Business.
  • IBM CTO: Managed IBM’s Sales Force Transformation product, technology, service strategy & business cases (identification, sourcing, design, development, and software product management / alliance-acquisitions programs).
  • Broad Experience with most competitive products in the web, application server, middleware, EAI, database, and security/directory/identity marketspaces.
  • 20+ years in strategy, business development and marketing.

Product Development/Marketing/Sales:

  • Product Management of multiple software applications (full life cycle – use cases, market analysis, segmentation, brand - competitive mapping, alliances, partnerships, architecture, design, program development, testing, packaging, press, industrial/professional relations, speaking engagements and trade show promotions, licensing, support programs.
  • Numerous “Best Practices” establishing quicker delivery, higher quality solutions, increased skills and morale of your employees, higher performance systems, more accurate estimates/ budgeting, industry standards, and better communications across business and responsibility groups. Includes repeatable programming models, simple but effective testing, staged training, comprehensive estimating strategies and regular performance/configuration reviews.
  • Developed industry POCs (proof of concept), B2B architecture and Best Practices integrating Enterprise applications to the IBM Software Company’s main products – MQ middleware (for messaging, transcoding & application integration), WebSphere (for app services) and DB2 (with XML as the glue).
  • Managed migration, configuration and administration of full-cycle remote server farms (Dev./ QA/ Production/ Disaster Recovery) integrating .Net web services with IBM WebSphere6, MQ and DB2 technologies for a financial services app.
  • Architecture, Design and Integration expertise for Web communication technologies (web-casting, video, audio, application and data conferencing).
  • Web integration / marketing technology applications based on development in Open (apache, php, Drupal, MySQL) source, XML and web services.
  • 15+ yr. Hands-on design/case/product management (Java/J2EE, C/C++); 5 yr. in structured development, 4GL's & 3GL's.

Communications:

  • Extensive expertise in developing and fulfillment of Internet marketing processes and technologies including group/forum marketing, Blog marketing, RSS marketing, collateral marketing, Press Releases.
  • Instructor for IBM IT Strategy Workshop (Internet/Web Technologies, IT Architecture, Security and E-Commerce, Jini, XML, Other Advanced Topics) and IBM E-Business (WebSphere, Scenarios and IBM's Application Framework for E-Business) for IBM e-Learning.
  • Improved re-engineering feasibility and acceptance by addition of cost/benefit analysis and business planning
  • Decision modeling methodologies which shorten the average 3-4 month decisions to less than 1 month.

Digital Marketing:

  • 15+ cumulative years of hands-on experience strategizing, designing, developing, integrating, deploying, and managing ‎ecommerce, SEO & Omni-channel (web, ‎mobile, social, print, CMS, influencer, email & more) digital marketing services as an art (words/video) and a business science (e.g. Based on user metrics & analytics).
  • My services integrate each client's IT strategy and marketing objectives (below), with their organization's SFA/CRM systems (via direct and through nurturing campaigns), ‎ecommerce, ‎operations/ support & finance groups. These services have consistently generated at minimum 3- 4 times the response as compared to similar programs, ‎at 1/2 to 1/4 the comparable spend. Respectively each client ROI is often 100x or greater their investmen‎t.
  • To the goals of ecommerce, leads, content publishing, info/support and branding - generating impressions, clicks, conversions & spend (factors), I employ best practices ‎supplemented by deep competitive, site & industry analytics to profile the patterns of who/ what your prospects follow (social/ topic/ influencer), search for (keywords; ‎longtail), how they behave (ex: visitor views, posts, comments, abandoned shopping cart, etc.), type/form (text, graphics and/or video over web, mobile & tablets), who they ‎are (demographics) and where they are (geographic/GPS), including audiences that share common similar profiles (e.g. social doppelgangers), down to the message level (e.g. ‎optimized targets, filters, bids, headlines, messages, landing pages, etc.).
  • I provide on-going A/B testing for alternate headlines/ displays, text & landing ‎pages, associated with performance analytics. I use first what is working best w/ creative addition, and then improve/expand - managing each campaign for coworkers, ‎clients & management with regular competitive, predictive and performance analytics. Reports include total leads, calls, view durations, signups, sales, etc. as marketing funnels, ‎analyzed by KPI changes to the CTR, Conversion rates, CPC and CPA on new and test campaigns, with an equal focus on targeting new business and remarketing (for higher ‎response rates from recent visitors). I manage campaigns by watching CPC = CPA * conversion rate.
  • Included: Dynamic Tracking URLs, UTM URL mark-up ‎for other media links (ex: social, email, newsletters, etc.), SEO, and GA custom mark-up to the web header & in-line code, to facilitate event tracking, performance ‎monitoring (status/growth) & the on-going optimization for all of a client’s marketing channels and promotions under Google Analytics, supported by SMM.‎
  • For SEM lead generation, I include copying the top competitor’s top keywords & bid price + 5-10 (or 20% +1st page bid) for those words, eliminate wasted spend, ‎schedule, demographics, add callouts & associate a high quality custom landing page, typically w/ a lead generation call to action (high value content or web/mobile app ‎download). I can also offer development, management & support skills to optimize organic search and enrich digital marketing programs, including: mobile development, ‎advanced SEO, the management of SMM programs and the integration of digital marketing with CRM/ SFA.‎
  • My offer to savvy client marketers: Tag management services (rules/triggers; tracking variables) creating actionable data from their web sites, insightful enterprise ‎dynamic analytics, cross-platform/device services, lookalike audiences (1st & 3rd party data), dynamic creative ads, programmatic bidding, attribution modeling, A/B testing, ‎and campaigns for remarketing (based on previous visits to a web site, or to specific pages/events (ex: product page, downloads, checkout, remove item, etc.).
  • SEO: In addition to the focus of SEO management, that works primarily on architecture (from general markup, and trouble-shooting issues like duplicate content, redirects, ‎inbound quality links, etc.) and high value creative content (addressing the visitor’s interests/needs in their language) – Today, this role should also include a DevOps ‎component, supporting user experience issues that clearly affect SEO ranking – like site speed, site security, intuitive navigation of the website content (3 clicks to any data), ‎and mobile optimization (redeveloping with amp), measuring performance of these enhancements respective to CTR, page views, time spent & the bounce rate of new ‎visitors. Furthermore, organizations publishing structured data should employ schema.org mark-up, as this was designed in cooperation with the search engines.‎‎
  • Coverage: The digital & traditional marketing services I have implemented as contract services include but are not limited to: SEO (local, ‎international & ecommerce), search engine marketing, display advertising, remarketing, social media marketing/ads, social media ‎management, mobile advertising, mobile app installs, video advertising, RSS marketing, blog marketing, content marketing, native ‎advertising (article & Ezine publishing), social media management, and email nurturing campaigns. I also am familiar with PLA's and ‎programmatic/RTB advertising.‎ For more details, see my resume addendum.
  • I will insure we generate the highest ROI per marketing objective, for each type of digital marketing technology.
  • More: Print/video collateral, press releases, training/user docs, email/newsletter nurturing campaigns (since 1986), hosting webinars & video conferencing events, speaking engagements, ‎meetings/reviews with industry experts, managing partner programs, referencing authorship of 25+ white papers and more.

Additional Information

  • I am not available for relocation (as I am done moving back and forth across the country), but I am available for up to 95% travel.
  • I am male and of Asian descent. I do not have or ever had a disability. I am also not a veteran (I was not drafted in the last year of the draft - circa 1972).
  • I’ve been a food and merchandise driver for Spark/DDI/Walmart for the last three years. You might find that strange, but it has afforded me a life where I haven’t been on call 24/7 and I’ve been making over $120k per year at it. On the other hand, carrying 150 pounds of merchandise and groceries up three flights of stairs and covering 250+ miles per day is getting to be a little too much for me. Therefore, I’m anxiously returning to the challenge I love of being a senior business and technology consultant.

Work Preference

Work Type

Full TimeContract Work

Work Location

On-SiteRemoteHybrid

Important To Me

Company CultureHealthcare benefitsWork-life balanceTeam Building / Company RetreatsWork from home optionStock Options / Equity / Profit Sharing

Quote

My 4 Golden Rules: 1) “Assume Nothing, Plan for Everything" - Contingency Planning 2) "Reverse Engineer the Future, to Find what you Didn’t Know, that you Didn’t Know" - Out of the box 3) "Necessity is the Mother of Innovation and Transformation" - Not just Invention 4) "Change is the Only Constant"
Phillip R. Nakata

Business Technology Addendums

ADDENDUM – DETAILS (Operations, Models, Tools) PER ROLE - PHILLIP R. NAKATA (INCLUDING WHITE PAPERS)

COO, CBO (Chief Business Officer), Truenode LLC:

  • The target market was to be a growing competitor to AWS and other Cloud providers, but to be more secure and offer the service at approximately one fifth the competitive cost, paying only for data vs. bandwidth.
  • The most unique characteristics of the service was the encryption and the DLT technology implemented over private (and corporate) laptops and cell phones (few gigs per) that paid private users for their storage.
  • Our company held the distribution (and development) contracts for Colorado and non-exclusive rights for the major west coast. The practice also was focused on the SMB market vs. the major corporations.
  • As COO/CBO focused on strategy, developed very sophisticated business plans using a highly advanced version of Business Resource Software Plan Write Expert 10 – that focused on strategy and asking the tough questions like ‘what is the probability that your developer might become a competitor?’.
  • Due to the secretive (confidential) state of development for this Distributed Ledger Technology based solution (think Hybrid Blockchain), currently in late Beta stages of implementation at one of the world's largest automotive manufacturers (and the original player), discussions on this topic are limited to personal interaction with one of the company's officers.

Grocery, General Merchandise & Food Shop-Delivery Driver, Spark/DDI/Walmart & DoorDash:

  • From the ‘users’ point of view – this reflected everything from on-line ordering (and live interaction with customers on order substitution), fulfillment and inventory management, to the GPS navigation (with real problems on queueing multiple 5-20 order drops), to handlings bugs and workarounds with the delivery application, to managing returns… to competing with drivers using hacked versions of the app to secure the best paying trips.
  • Worked with Spark’s second level support to troubleshoot app bugs and issues related to backend infrastructure and related software problems (not real bugs but performance issues related to throttling the service during the big holidays.
  • The biggest problems were (1) Orders not marked as ‘completed’ that continued’ that kept on being issued to other drivers who would only receive a ‘show-up’ payout of $2-$3 even after a long drive to the pickup’ location, (2) Pre-loads of destination directions for large general merchandise trips – whereby the service often tried to make the driver return to previous stops (as compared to superior messaging control – e.g. like IBM MQ/MQSI), (3) Route mapping by Apple or Google maps GPS that often takes a driver near to the destination address but outside of a complex’s wall or separated by a large field, (4) handling client returns that often were not worth the cost of a driver’s gas, (5) taking jobs/trips that by distance and payout similarly were not profitable, and (5) working under extreme weather conditions – where often I was the only driver supporting the 20 mile zone.
  • Note: The really interesting new player to the ‘delivery gig’ is DashMart by DoorDash. This is a concept like a twist between Instacart and Walmart’s shop & delivery service offering but with (1) a rich 24X7 offering in major cities (in those areas, they have their own stock of the most popular items, and (2) they are focused on a limited selection of the most popular (and profitable) items. They are much bigger than Instacart – perhaps they will buy them?

Founder & Managing Director, Relationship Based Services:

  • This was a set of services: (1) To deliver personality profiles on anyone from their Linkedin.com profile or via a targeted prospects social media profile and discussions, and (2) Sets of reports for (a) one on one interaction between profiled individuals (member to client and member to member) and (b) group interaction (ex: each person’s personality interaction with individual other profiled members or to the general group. The other target market was to provide richer support for dating sites.
  • This was a customized SaaS implementation of Crystal (DISC personality profiles from Linkedin.com and/or social media.

Director of Strategy, Business Intelligence & Architecture, Digitally Dominant Automotive (DDA):

  • The world of… Markets (OEM, Dealer, 3rd Party, Clients), Technologies, Players (Dealerships), Strategies (missions, packaging, alignments, approach), Deliverables (apps & services), Data (business intelligence), Productivity (sales, goodwill, customer satisfaction), Philanthropy, Multi-Channel Revenues & Profits… and Fun.
  • DDA’s Service Keyword landscape…OBD-II Connected-Car IoT-IFTTT Telematics Equity-Mining-Matching CRM3 Personality-Psychometrics Tags Android AI Edmunds Expert-Systems OEMs Analytics Softpull Infrastructure (web, mobile, cloud) Dealers Facebook Agile Architecture (SOA) FEEDS Development (Security, UML, APIs, DevOps, Web-Services) PKI Content-Management Dealervault Trade-in Branding CarPlay DMS Integration (REST, SOAP, RPC) XML Crystal NLP iPhone BIG-DATA CRM GMAIL ERP OBJECTS OCEAN Finance Auto 3rd-Party-Automotive-Data eCommerce Personas Tokens SROs Corporate-Social-Responsibility Anonymity Pixels XSLT Build-Only Watson Interest-Rates Platform.sh Digital-Marketing Schema.org MySQL Behavioral Android-Auto Music Services error-codes Cookies Email Trackers DEEP-Learning SMS GDPR Car-VIDEOS SmartRoads Needs vAuto NoSQL Google Social-Media SCM Field-Services Market-Research Programmatic-RTB Tag-Manager DATA Motivations Certificates Middleware Sentiment-Analysis .htaccess Follow-the-Money Consulting Radio GPS Biometrics Taxonomy FFM DTC OEMs eBusiness Dealerships KBB Rebates MBTI Dash Linkedin Packets Linux Automated-Service Remote-Diagnostics Drupal8 Maps Patterns Vested-Interests Automatic Configurators Twitter php Data-Monitoring Avatars Cox Incentives Business-Intelligence Cloud–Virtualization YouTube SFA Philanthropy Social Responsibility Triggers Right-Hand-Joins CSR (Corporate Social Responsibility) Amazon A/B-Testing Open-Source Sales Microsoft Service Parts Inventory Dealersocket CDK Reyrey Used-Cars eLeads market research Public Interest Medical Research Auto Safety Research Emissions Research Big 6 Urban Planning

Founder & Managing Director and Chief Business Officer, SMRC (SocialMarketResearchForCharity Inc.):

  • Founder & SME for an AI, research/marketing, security and philanthropic initiative leveraging my experience with: behavioral biometric security, collaborative integration (amongst competitors), ‎software as a service revenue models (SaaS) , ‎SmartPhones & devices (IoT), parallel processing - supercomputing, cloud virtualization, ‎sentiment analysis, NLP, behavioral ‎analytics, digital AI personalities (personas), personal and social media(s), 100% personalized ‎Internet marketing analytics and ‎delivery technologies... To generate 100% anonymous research, funding people's social ‎causes with equal personal benefits, while ‎biometrically protecting their identity (ending fraud & spam), via a digital smart personality ‎‎(Siri-like / biometric Smart Phone), in ‎exchange for their everyday social content and response to 100% personalized research. ‎The massive research was to 100% ‎personalize every host site, while providing sponsors with a cost effective, 100% personalized ‎marketing service to rival the best ‎‎(75%) predictive marketing technologies, based on similar technologies (e.g. Content intelligence - ‎deep (machine) learning).‎ ‎Concurrently, the architecture for processing, collaborating & integrating this data, was mapped to the latest advancements in ‎DevOp technologies, parallel processing & cloud architecture‎.

SME (Subject Matter Expert) for Phillip Nakata & Associates (2002-current)
Digital Agency and Professional Services Consulting:
Professional Services Consulting for: Link/Ranking strategies, RSS and dynamic XML extractions, Internationalization, Web & Desktop Widget development, Affiliate Marketing, Newsletters-Ezine ‘publisher’ Marketing, Pay-per-Click bid management, Target Email and management, Auction strategy and services, ecommerce, Search engine optimization, J2EE Architecture & “Best Practices”, WebSphere visual programming, web services, security, news interfaces, database publishing, hosted ASP services, marketing script utilities, CGI, site development, navigation & tracking (my best business client tripled their revenues).

  • Technical consulting for DevOps, Virtualization (VMs, Cloud), Enterprise/Application Infrastructure and Architecture, Extreme Development, Content Management, AI Security borders, forms, tunnels; role security; code; pattern/Id; monitor performance (mon;perf), messaging/event-processing, data and app services migrations, extraction, migrations, database redundancy, streaming media; broadcasts/audio, networking (long distance WIFI), multiplexers, and mobile (Android) development, social media marketing, and much more.
  • Consulting in context aware mobile data services, RFID Integration services (for distribution/logistics, innovation, IT/infrastructure, manufacturing, packaging/labeling, payment systems, retailing, security and supply chain), location-based advertising, wireless networking (Wi-Fi, Bluetooth, EDGE)
  • Implemented numerous short-term engagements developing and upgrading SMB websites – primarily .NET/ASP – ecommerce carts, real estate web site and marketing programs, * (learning management systems), social networking architecture, auto sales, auto maintenance programs, web auctions, .NET vs. Java migration.

Digital Agency Offerings: (1) SEO, (2) Very Effective PPC using custom landing pages, (3) Social Networking (as a service), (3) Web 2.0 optimization (e.g., Dynamic media piped to ‘live Ajax objects’ (ex: Ajax), Mass ‘Market Messaging’ of reaction-stirring ‘Opinions’ (that spread like wildfire and get indexed), delivered to “little groups” or “online-communities” (the new market) thru vehicles such as blogs, social networks, discussion forums, and cell phones, with limited support for OpenX (ad server). These deployments were typically implemented in one of three configurations:

  • Site Type1: Ajax, wholesale-retail-clubs, bulk packaging, cross-up sell, RSS, RSS2JS/CSS, coupons, newsletter, email mktg., widgets, SEO, XML Spider maps, Apache, QuickBooks integration, Press Releases, OS commerce foundation, print ad development.
  • SiteType2: Realty, Internationalization, location-price-character mktg., RSS, Flash/XML, RSS2JS/CSS, Vista widgets, SEO, PPC, Bid Maximizer, XML Spider maps, email mktg., Apache, Press Releases, ‘Zip Your Flyer’ clone, IDX MLS integration (idxbroker.com).
  • SiteType3:Dynamic news, weather, blog & search extractions, streaming audio/video, RSS, cams, embedded maps, Google calendar, Polls/Surveys, the best of TED.com, Vista Gadgets, YouTube, PhotoShare, Social Networking, local shopping/business & city guides, popular realty search categories – all focused around Mt Hood Oregon – cross promoted through ~200 social networks, blogs/RSS search.

The depth of digital marketing models, technology and tools focused on two centers of excellence:

  • SEO and Google AdWords (now Google Ads): SEO (Hummingbird and RankBrain) rank and web marketing (search & display) - using content with focus and depth over keywords, ‎quick ‎page execution, sitemaps, no-index tags (for Google, robot/No-index for others), htaccessfile admin, duplicate content, 301 redirects, ‎Google tracking code, ‎use of social media feeds & RSS submissions to bolster placement/rank; use of advanced competitive analytics ‎combined ‎with A/B testing of all page components (titles, links, body, one by one for SEO), and for ads, multi-variable testing by Ad ‎Group, ‎Keywords (broad or specific) and bids (e.g. Adwords Campaign Experiments), all fueling Google Analytics reports and ‎tools – for standard ‎Adwords Search ads or the 10 types of Adwords display ads (+ mobile leaderboard ads). New Search ‎marketing options include ECPC (30% max. ‎vs. Conversion Optimizer), and many manual (Apps, Calls, Locations, Reviews, Sitelinks, ‎Callouts) and automatically administered ‎extensions (ex: consumer ratings, previous visits, Seller ratings, Dynamic Sitelinks & ‎Snippets).‎ This offering leveraged the use of tag managers, ‎and Microdata/Schema.org markup where needed, as well as programming techniques for site speed, site security, more intuitive ‎navigation, and internal linking. Competitive tools include SpyFu and iSponage.‎
  • Mobilized media/apps and social media: We targeted campaigns by objective for: leads (from pre-filled screens), media visitors, ‎media followers, ‎media likes, media comments, web site visitors, web site sales (commerce/Cost per Action), Remarketing ‎‎(re-visits), similar audiences, ‎mobile, local & video audiences. We used 13+ ad types (domain ads, page post links, multi-product (carousel), ‎Dynamic Product Ads, Lead ‎Ads, Canvas, Page Likes, Page Post Photos, Page Post Video, Page Post Text, Mobile/desktop ‎apps, Events & Offer ads, most with call to ‎action buttons) for Facebook - with similar but more limited targeting & display ‎options for Twitter & YouTube – each with web tracking ‎pixels for real-time analytics.‎ We often suggested standardizing on Sproutsocialas the SMM for publishing, monitoring, and engagement, and application analytics for ‎FB, Twitter, Instagram, Linkedin & Google+. Our best competitive tools included Whatrunswhere and SocialAdNinja‎.

Web/Search Architect/Engineer for Advertising/Marketing, AZ Global Media LLC.
Initiated multiple programs to support web 2.0 advertising and marketing service revenue channels including:

  • Search Engine marketing with Custom landing page generator (DB publishing)
  • SEO techniques (spider vs. site mapping, dynamic RSS, geo-directories, link mgmt.)
  • Dynamic (live) patterned extractions – re-rendered realtime in another page
  • Email marketing – custom and major media/DOJ/officials/investigative-reporters
  • Blog creation; Group/Discussion batch posting submissions; Video Podcasts series
  • Management/creation of content for 2 sites (added ~700 pages)
  • Development of an extensive Web Clipping/Topic Monitoring Service
  • Webcasting Service to support 10-1000 participants via streaming ‘Live’ Flash broadcasting and relays(25 fps)
  • Web to Desktop integrations for branding (around desktop web services)
  • PHP, .NET/ASP, W2003, Unix, MySQL, IIS, Apache, Drupal

Websphere J2EE and .Net Migration Expert, Info-Experience LLC (Contract with ADP)

  • IE 6.0 web server, WebSphere 6.0 (significantly updated for managing message driven bean deployments in networks) Application Server, IBM WebSphere MQ 5.3 for Multi-platforms, DB2 8.2 (with HADR), and several other proprietary in-house and vendor services, Perl, all running on ‘hosted’ Windows 2003 Standard Server (upgraded from original W2K).
  • Monitoring system was based on a customized ‘by-line-of business dashboards’ linked to JVM-based lightweight agents – Wily Technologies (recently acquired by CA)
  • Biggest challenges: client was one of 1st IBM clients running WebSphere 6 on Windows 2003, migration wizard did not support migrations (only in-place ‘kludged’ upgrades) so many EARs needed to be repackaged (with Rational Application Developer that upgraded struts from J2EE 1.3 to 1.4 support, and required updating deprecated JSP statements also) , multiple idiosyncrasies in windows 2000 to 2003 domain control conflicts with WebSphere MQ, there was a full hardware upgrade/replacement (co-located) along with the software and OS upgrades.
  • Client White Paper: Proactive Monitoring for Business Service Levels and Performance Optimization, 12/2004
  • Client White Paper: WebSphere Version 6 Plugins – Architecture and Alternative Configurations
  • Client White Paper: WebSphere Migration Strategies and Alternatives in a Network Deployment
  • ADP E-Commerce Runbook

Sr. e-Business Software Strategy/Solutions Architect: Application & Integration Middleware, IBM Software Group

  • Leadership for services to implement the IBM Software Group’s application and integration middleware technologies including WebSphere, J2EE (JSP, Session-BMP, Entity-CMP, EJB , JTS, web services, JDBC/Connectors/DB2), MQ/RMI/CICS, security/policy products, Business Integrator (EAI)… as well as optimization and application spin-offs like high-speed transactional support, Performance Pack for clustering/load Balancing, and other brokered application services like portals, personalization, commerce servers, etc. – RUP (Rational Rose)
  • Java vs. .NET architecture & design consulting based on messaging wrappers and common services
  • Co-authored for Redbook pubs: Best Practices for optimized J2EE development – for Systems, Operations, Development and Application Architecture management - 20-35% utilization was applied to identify, develop, orchestrate and prepare for publishing or patent, intellectual capital (expressed as new “Best Practices”) and intellectual properties. Also helped recruit the other IBM senior solution architects

Partner/Principal/Analyst/Architect, e-Business – NetMarkets: Strategy/Integration/Delivery; CSC (Computer Sciences Corp.)

  • Senior Business Architect for client e-Business strategies and delivery methodologies – Responsible for gathering and analyzing business requirements, formulating approaches, creating designs, developing and delivering business solutions: Segmenting users (consumer, intermediaries/channels, supply chains, and internal collaboration needs), prioritizing/orchestrating measurable value, re-engineering markets and internet delivery processes, and establishing the web/internet ROI and business plan
  • Senior Technical Architect – SME – Lead, plan and develop custom Internet enterprise architecture frameworks and integration focused on NetMarket/trade applications: Custom OO development (SmallTalk based), modeled into core JAVA (JSP, session, EJB, connectors, JDBC) application framework components (artifacts) and object framework extensions, integrations, logical and tiered architectures and program management for delivery…. Applied Catalyst 4D Methodology (UML) or Rationale.
  • Vendor products architected & integrated included BEA Weblogic, Iplanet, ATG Dynamo, Broadvision, Ariba Trading Dynamics, MOAI, Idapta, WebMethods, TopLink, Extricity, Crossworlds, Oracle, Documentum. Vignette, Yantra, Manugistics, CAPS, and custom B2B Portals and Exchanges

Director of Internet Consulting and Training (IBM Websphere e-Business Partner), Navant Corporation

  • Define & Lead multi-step consulting service projects for custom WebSphere XML publishing e-commerce gateways
  • Delivered a jump start program to transition external java contract resources (training partners in: WebSphere, Visual Age, Javascript, servlets, JSP, JDBC, XML for NT/Linux)
  • Designed Web-casting and Internet conferencing as an ASP revenue channel for e-Learning, virtual meetings, project collaboration and CRM
  • Active Lecturer for specialized IBM technical training – co-branded content, based on active research and architecture consulting for e-commerce and information portal opportunities.

Vice President – Internet Strategy, AON Consulting – (US Corporate – div. Of AON Group)

  • AON is a acquisitions-based company meaning that as a large player in the insurance industry, they constantly buy and often sell companies later. They acquire to gain market share, but often the costs of integration/rebuild are so high they make the acquisition profitability questionable.
  • Many core lines of business are still based on legacy mainframe technologies. Inbound IVR systems are a big part

World Wide Architecture Assessment Program Manager (IT Infrastructure, Raleigh, NC), IBM - Sales and Service

  • Lead, plan, develop and execute architectural integration and business assessments of applications to be deployed for IBM internally worldwide. Variables assessed included functional/technical requirements, design/development, integration, infrastructure, cost justification & measurements, project management, and business planning. Reported under WW (Enterprise) Business Application Architecture Integration team.
  • Member of OO Analysis team that defined the core business and service ‘meta-objects’ and underlying publish-subscribe “service” (foundation of web services and CORE objects of most vertical application frameworks) – the most in-depth study of its kind – deemed “the most valuable and insightful study ever produced by IBM IT” – from IBM’s CIO and their intellectual capital CIO staff.
  • White Paper: Extranets, Electronic Commerce and Security
  • White Paper: Web-based Distributed Computing
  • White Paper: Middleware and Application Integration
  • White Paper: on-line vs. Remote Computing
  • White Paper: Search and Push Technologies

Chief Technology Officer/Lead Architect (IBM Sales Force Automation - National Business Practice, Bethesda MD)

  • Introduced decision-modeling methodologies, which shortens the average 3-4-week decision to less than 1 week.
  • Design/product management of the IBM SuperSELL product line (templates) and the IBM/Aurum SalesTrak product (enterprise).
  • Strategic white paper "Capturing the Sales Automation Market - a Business Proposal" to secure funding
  • Team subject matter expert for: Sales Automation, Integration/Development, Decision Analysis, Communication technologies, Configurators, and the Internet technologies

Director of Software Development – Field Force Sales Automation, Spectrum Information Technologies

  • Managed staff of 6 developers and multiple external contractors implemented cross-platform (OO/4GL) field force custom development as well as commercial SFA and supply chain packages.
  • Technical counsel for development and integration of wireless analog communications...Developed the internal guide for analog cellular communications

Director/Product Manager, Sales Automation Development (Phila. PA), Reality Technologies Inc. (Reuters Money Network)

  • Reality’s was a intellectual and business brainstorm company that arose from members of the Wharton Business School and drew also upon the best talents from the University of Pennsylvania, Drexel University and Temple University in Philadelphia. They created “WealthBuilder by Money Magazine”, the market predecessor to products like Microsoft Money but targeted for creating an “Optimized diversified portfolio” based initially on an annual subscription to consolidated data for the mutual funds markets. Backed by free advertising in all Money magazine media channels (including Time magazine), free financial expert content for the help guides / investment tutorials and great business animated graphics (from one of the industry’s top business game designers), they sold 27,000 copies first year with no sales staff.
  • Then they started branching out in areas such as developing sales automation software for the financial services industry, as well as extended, branded copies for specific financial institutions (ex: Fidelity, Amex )

Partner and Sales Automation Consultant, Kingswood Communications

  • In addition to designing, building and operations the sales and marketing platform (a combination of database/email marketing direct response marketing for the original “Newsnet” publication, this included support for providing custom collateral for the company’s advertising practice and support for this printer’s early venture in electronic/digital publishing – whereas their primary business with printing books, yellow page directories, custom business forms and coordinating with other advertising agencies.

Marketing Development Consultant & CEO, Applied Sales Techniques, Inc.

  • This was deployed with two printers running 16 hours per day on a custom program I wrote to output 600-800 custom letters per day (with custom inserts), each hand signed letters and printed envelopes.
  • The capabilities that closed this contract included (1) The custom envelopes (vs. using stickers), (2) handwritten signatures, (3) sophisticated multiple insertions in the letters based on two-three levels of logic, (4) custom inserts per mailer, (5) coordination with Bank of America’s computer mainframe outputs, and (6) stamped and delivered to Bank of America’s postal services. Of note: the envelopes and custom signatures were the key features that no other service at the time was willing to do.

North West Regional Sales Manager, Digital Microsystems, Inc.

  • Digital Microsystems was one of the first multi-user computer systems. They also supported a limited number of multi-user applications (e.g., Wordstar – the predecessor of Word, Spreadsheets, multiple accounting systems (remember Peach Tree?).
  • When they moved to England they became the primary competitor to Apricot Computers and their primary contract was with British Telecom (England’s AT&T).

Manager of OEM Development and Technical Support (Thousand Oaks CA), Vector Graphics, Inc.

  • As the last of the full-line manufacturers (custom chips, 3-5 layer motherboards, S-100 design), every manager’s job included serving as a QA inspector – both on the manufacturing floor and for software.
  • With a business background that included accounting, I also supported Vector Graphics custom programming support for both Peach Tree and

.

  • Vector’s lines of both OS and application software was unsurpassed at the time when most hardware companies only sold basically hardware.

Sales Engineer, Mathematica/Martin Marietta Data Systems

  • Mathematica was both a leading R&D firm along with early programming support for their corporate and government clients the included LSAT (The original Law School Testing Service), TRW (credit check), large NY law firms. They developed RAMIS II – the leading IBM Mainframe database at the time.
  • I assessed all software for the corporation, while learning approximately 100 primary and secondary applications to support Mathematics’s many clients.
  • Attended multiple levels of hardware troubleshooting and maintenance training for Vector Graphics, Mathematica’s system of choice (as the world’s first business computer vs. the IBM System 36.
  • Helped Vector Graphic troubleshoot their ‘market first’ multi-user design (which is what got me to Vector).
  • After Mathematica was acquired by MMDS, Mathematica/MMDS became a major IBM ‘Grey marketer” (switching off from VG), as they held both general reseller and VAR status. Most of this took place in Greenbelt, MD – I remember so well filling my corporate van with hard drives, and PC boards.
  • Other noteworthy services supported (1) Clean up of the FAA's Flight Maintenance Records, and (2) The establishment of the first credit card promotional service based on a credit check (e.g., in conjunction with TRW); this was one of the few projects I have regretted working on, realizing what this offering's effect has been.

Mid-Atlantic Asst. Regional Sales Manager, Gulf Development Inc.

  • During my first three years in direct (outside) sales, I studied all the greatest techniques from Dale Carnegie, Charles B. Roth, Arthur C. Douglas and Paul McCalli, and specialized in one-call closes.
  • As Asst. Regional Sales Manager, the role was mainly about field training (to test towns), managing my teams (regions), doing sales admin work, and serving as the regional contract negotiator.

References

Employment Details & References for Phillip R. Nakata – Covering 20 F/T and Contract roles over 45 years: Sales, Sales Management, Computer Architect, Program/project Manager, Developer, Digital Marketing Strategist/Specialist.

A copy of this document is located at: https://cutt.ly/cv15c_detail

Companies: Spark/DDI/Walmart and DoorDash

  • Title: Delivery Driver
  • Spark/DDI/Walmart
  • From: 04/2021 – Present
  • 9008 Research Dr, 2nd Floor, Irvine CA 92618
  • 888-334-9675
  • Reason for Leaving: Was deactivated for no reason, currently pending arbitration
  • Last Rate: $120K for 2022
  • DoorDash
  • From: 11/2019 – 3/2021
  • 303 2nd Street, 8th Floor, San Francisco CA 94107
  • Reason for Leaving: Joined Spark/DDI/Walmart
  • Last Rate: $65,000 for year prior
  • Direct Supervisor: N/A as contractor

Company: TrueNodeTech LLC

  • Title: COO/CBO (Chief Business Officer
  • From 5/2020 To: 10/2020
  • Reason for Leaving: Income vs. Equty
  • Start Rate: $5K/mo. + 5% Equity
  • Co. Address: 6255 Habitat Drive Suite 3013
  • Co City/St.: Boulder, CO 80301
  • Co. Phone: (720) 725-6866
  • Direct Supervisor: Geoff Wollerman – geof@truenode.tech
  • Supervisor Title: CEO

Company: Relationship Based Services

  • Title: Founder & Managing Director
  • From: 10/2018 To: 10/2019
  • Reason for Leaving: Not enough business
  • Start Rate: Company Sales
  • Co. Address: 1332 Lincoln Street
  • Co. City/St.: Longmont, CO 80501
  • Direct Supervisor: Myself

Company: Digitally Dominant Automotive Inc. (formerly Digitally Dominant Solutions)

  • Title: Founder, Business, Social & Digital/DevOps Technologies Authority
  • From: 1/2017 To: 9/2018
  • Reason for Leaving: N/A
  • Start rate: $50k/yr till full funding End Rate:
  • Co. Address: c/o 90 Logan Street
  • Co. City/St: Watsonville, CA 95076
  • Co. Phone: (408) 230-6099
  • Direct Supervisor: Jonathan Silva – hppmarketinginc@yahoo.com
  • Supervisor Title: Managing Director/Senior Vice President

Company: SMRC Inc. (Social Market Research for Charity)

  • Title: Founder, Managing Director
  • From: 1/2011 To: 8/2016
  • Reason for Leaving: Resigned/Ran out of funding / Death of our major ($10 MM) funding pledge.
  • Start rate: $50k/yr End Rate: $50K/yr
  • Co. Address: 372 Left Hand Canyon Drive
  • Co. City/St: Boulder, CO 80302
  • Co. Phone: 303.435.5206
  • Direct Supervisor: Aaron S. Nakata - 801-618-2119 X296 – vector84@gmail.com
  • Supervisor Title: President and VP of Technology

Company: Strategic Rating

  • Title: Managing Director, Senior Planner, Internet SME
  • From: 11/2008 To: 3/2011
  • Reason for Leaving: Promoted / Full-time with SMRC
  • Start rate: $75k/yr. End Rate: $75k/yr.
  • Co. Address: ‎35590 SE Tracy Rd‎
  • Co. City/St: Estacada, OR 97023
  • Co. Phone: 503.969.4479 (Rene’s cell)
  • Direct Supervisor: Rene Huurman, renehuurman@gmail.com
  • Supervisor Title: Cofounder, Partner

Company: Phillip Nakata & Associates (PN&A)

  • Title: Internet Marketing/Technology SME (subject matter expert)
  • From: 10/2002 To: 11/2008
  • Reason for Leaving: Promoted / Went Full-time with Strategic Rating
  • Start rate: $75k/yr End Rate: $75K/hr
  • Co. Address: PO Box 1169‎
  • Co. City/St: Welches, OR 97067
  • Co. Phone: 503.616.3710 (note: use 303.435.5206)
  • Direct Supervisor: None
  • Supervisor Title: Same

Company: AZ Global Media LLC

  • Title: Web/Search Architect & Engineer
  • From: 04/2007 To: 11/2007
  • Reason for Leaving: End of Contract
  • Start rate: $50k/yr End Rate: $75k/yr
  • Co. Address: ‎12120 SW Garden Place‎
  • Co. City/St: Tigard, OR97223
  • Co. Phone: 503.924.2946
  • Direct Supervisor: Dennis Toomey, toomey50@gmail.com
  • Supervisor Title: Manager, 503.519.4960

Company: Info-Experience LLC (Contract to ADP) ‎

  • Title: Websphere J2EE and .Net Websphere Migration Project Manager
  • From: 06/2004 To: 02/2006
  • Reason for Leaving: End of Contract
  • Start rate: $115K/yr. End Rate: $115k/yr.
  • Co. Address: ‎2525 SW 1st Street
  • Co. City/St: Portland, OR 97201
  • Co. Phone: 503.312.4306 (Curtis)
  • Direct Supervisor: Ray Curtis
  • Supervisor Title: Manager

Company: IBM Software Group

  • Title: Sr. e-Business Software Strategy/Solutions Architect: Application & Integration Middleware
  • From: 05/2001 To: 09/2002
  • Reason for Leaving: Workforce Reduction / An interest to pursue Digital Marketing
  • Start rate: $140k/yr. End Rate: $140K/yr. + $25k Bonus/yr.
  • Co. Address: ‎11400 Burnet Road‎
  • Co. City/St: Austin. TX 78758
  • Co. Phone: 239.472.1024 (Boyce)
  • Direct Supervisor: Jack Boyce
  • Supervisor Title: IBM Exec./ Distinguished Engineer

Company: CSC (Computer Sciences Corp.) ‎

  • Title: J2EE Practice Principal/Architect, e-Business NetMarkets‎
  • From: 10/1999 To: 01/2001
  • Reason for Leaving: Workforce Reduction / Laid off
  • Start rate: $190K/yr. End Rate: $190k/yr. + $40k bonus
  • Co. Address: ‎266 Second Avenue‎
  • Co. City/St: Waltham, MA 02451
  • Co. Phone: ‎781-487-0040‎
  • Direct Supervisor: Rosie Hartman
  • Supervisor Title: VP

Company: Navant Corporation: IBM Websphere e-Business Partner ‎

  • Title: Director Internet Consulting and Training
  • From: 02/1999 To: 10/1999
  • Reason for Leaving: End of contract; Hired by CSC
  • Start rate: $75k/yr. End Rate: $75k/yr.
  • Co. Address: ‎112 E. Hargett Street, Suite 203‎
  • Co. City/St: Raleigh, NC 27601
  • Co. Phone: 919.828.6044
  • Direct Supervisor: John Broughton
  • Supervisor Title: CEO

Company: AON Consulting (US Corporate – div. Of AON Group)‎

  • Title: Vice President - Internet Strategy
  • From: 04/1998 To: 02/1999
  • Reason for Leaving: End of Contract; Hired by Navant
  • Start rate: $95k/yr. End Rate: $95k/yr.
  • Co. Address: ‎310 West Fourth Street‎
  • Co. City/St: Winston-Salem, NC 27101-2839
  • Co. Phone: ‎336.728.2290‎
  • Direct Supervisor: Ron Tedder
  • Supervisor Title: President

Company: IBM - WW Infrastructure & Application Architecture

  • Title: World Wide Architecture Assessment Program Manager ‎
  • From: 04/1996 To: 03/1998
  • Reason for Leaving: Death of youngest daughter
  • Start rate: $125k/yr. End Rate: $125k/yr. + $25k bonus/yr.
  • Co. Address: ‎4800 Falls of Neuse‎
  • Co. City/St: Raleigh, NC 27611
  • Co. Phone: ‎919.850.6913‎
  • Direct Supervisor: Steve Rosenberg
  • Supervisor Title: Sr. Manager, 1st report to IBM WW CIO Lorraine Fenton

Company: IBM Sales Force Automation ‎

  • Title: Chief Technology Officer - Cross Industries Marketing
  • From: 09/1993 To: 04/1996
  • Reason for Leaving: Promoted to IBM Raleigh
  • Start rate: $115k/yr. End Rate: $115k/yr. + $25k bonus/yr.
  • Co. Address: ‎6700 Rockledge Drive‎
  • Co. City/St: Bethesda, MD 20817
  • Co. Phone: 301.803.6831 (White)
  • Direct Supervisor: Lee White
  • Supervisor Title: CEO, IBM SFT National Business Practice (Transformation)

Company: Spectrum Information Technologies / DataOne

  • Title: Director of Software Development: Field Force Sales Automation‎
  • From: 02/1991 To: 09/1993
  • Reason for Leaving: Hired by IBM
  • Start rate: $50K/yr. End Rate: $75k/yr. +40,000 stock options
  • Co. Address: ‎7 Deerpark Drive‎
  • Co. City/St: Monmouth Junction, NJ 08852
  • Co. Phone: ‎609.799.0790‎
  • Direct Supervisor: Doug Anderson
  • Supervisor Title: CEO, Hugh Carver Group (acq. by Spectrum)
  • NOTE: Alt. address - 1615 Northern Blvd, Manhasset, NY 11030 - 516.627.8993

Company: Reality Technologies Inc. (Reuters)‎

  • Title: Group Product Manager, Sales Automation Development ‎
  • From: 08/1988 To: 02/1991
  • Reason for Leaving: Resigned after working on algorithm for 'optimized routing' which required a quantum solution.
  • Start rate: $40k/yr. End Rate: $50k/yr.
  • Co. Address: c/o ‎2200 Renaissance Blvd‎
  • Co. City/St: King of Prussia (orig. Chestnut St., Philadelphia PA), 19406
  • Co. Phone: ‎610.277.7600‎
  • Direct Supervisor: Doug Alexander, Mark Goldstein (President)
  • Supervisor Title: CEO

Company: Kingswood Communications (div. Kingswood Group, Inc.) ‎

  • Title: Partner, Sales Automation Consultant
  • From: 01/1987 To: 08/1988
  • Reason for Leaving: Resigned; Hired by Reality Technologies
  • Start rate: $35k/yr. End Rate: $25k/yr.
  • Co. Address: ‎35 Cricket Terrace Ctr‎
  • Co. City/St: Ardmore, PA 19003
  • Co. Phone: 610.‎896.6704‎
  • Direct Supervisor: Tony Paratto
  • Supervisor Title: CEO

Company: Applied Sales Techniques, Inc. ‎

  • Title: Founder, Marketing Development consultant
  • From: 01/1986 To: 01/1987
  • Reason for Leaving: Company Acquired 50% by Kingswood
  • Start rate: $30k/yr. End Rate: $30k/yr.
  • Co. Address: ‎28 GREENWOOD DR ‎
  • Co. City/St: S. San Francisco, CA 94080
  • Co. Phone: n/a
  • Direct Supervisor: none / myself
  • Supervisor Title: same

Company: Digital Microsystems, Inc. ‎

  • Title: NW Regional Sales Manager ‎
  • From: 01/1985 To: 01/1986
  • Reason for Leaving: Company moved to England
  • Start rate: $125k/yr. End Rate: $125k/yr. + $40k bonus
  • Co. Address: ‎1840 Embarcadero‎
  • Co. City/St: Alameda, CA 94501
  • Co. Phone: n/a
  • Direct Supervisor: Terry
  • Supervisor Title: Operations Manager

Company: Vector Graphics, Inc.‎

  • Title: Manager of OEM Development/Technical Support ‎
  • From: 01/1984 To: 01/1985
  • Reason for Leaving: Company closed down
  • Start rate: $35k/yr. End Rate: $35k/yr.
  • Co. Address: East Thousand Oaks Blvd
  • Co. City/St: Thousand Oaks, CA 91362
  • Co. Phone: n/a
  • Direct Supervisor: Lore Harp
  • Supervisor Title: CEO

Company: Mathematica/Martin Marietta Data Systems ‎

  • Title: Sales Engineer
  • From: 01/1982 To: 01/1984
  • Reason for Leaving: Hired by Vector Graphic (a MMDS supplier)
  • Start rate: $25k/yr. End Rate: $30k/yr.
  • Co. Address: ‎600 Alexander Park‎ Drive
  • Co. City/St: Princeton Junction, NJ 08540
  • Co. Phone: 609.799.3535
  • Direct Supervisor: Norm Agin
  • Supervisor Title: President/Mathematica

Company: Gulf Development Inc.‎

  • Title: Mid-Atlantic Asst. Regional Sales Manager ‎
  • From: 01/1978 To: 09/1980
  • Reason for Leaving: Resigned, returned to school
  • Start rate: $35k/yr. End Rate: $50K/yr.
  • Co. Address: n/a
  • Co. City/St: King of Prussia, PA
  • Co. Phone: n/a
  • Direct Supervisor: David Baltis
  • Supervisor Title: Mid-Atlantic Regional Sales Manager

==================================================================================================

Personal References:

  • Geoff Wollerman: I have known Geoff for 10 years, since we met during the early years with SMRC. That's why when we met again in 2020, he offered me the role of COO and Chief Business Officer to help get his company launched with a sophisticated business plan. Geoff can be reached at 720-725-6866, or via email at geof@truenodetech.com.
  • Bryan Graves: I have known Bryan since 2012 when he was one of my minor business partners at Socialmarketresearchforcharity inc. I later worked with Bryan (a senior business/CRM manager for Digitally Dominant Automotive) who was also a sales manager at a local auto dealership (that also used CDK Global, originally ADP). Bryan can be reached at (951) 578-9761 and at bryangraves01@gmail.com.
  • Rene Huurman: Partner with Strategic Rating Inc. Rene’s phone is (503) 969-4479 and his email is renehuurman@gmail.com. Rene was originally a web development and digital marketing client (supporting his horticultural business), who became my partner at Strategic Rating Inc. – offering digital accounting services that supplemented the business planning and digital marketing services for our consulting/digital agency.
  • Jonathan Silva: I met Jonathan through a former partner of Socialmarketresearchforcharity inc. (Bryan Graves) who remembered that I had worked for ADP (the primary database they were seeking to access more information now branded as CDK Global) the year prior – see CV) and that had extensive experience with CRM and WebSphere in my previous three roles with IBM. After our business venture collapsed from lack of sufficient funding, Jonathan went on to become the Chief Marketing Officer and Head of Digital for Watsonville Auto Group (December 2019). He may also be reached by his email above but he may not be running that as a Bprivate marketing service.
  • Ed Oguejiofor: I've Known Ed since 1996 when Ed joing IBM Raleigh Infrastructure from ‎Lotus. Ed is from Nigeria, trained at Cambridge (compsci), went with OneWave and the Lotus ‎before IBM. We were co-architects/program managers for different areas but collaborated ‎extensively together migrating IBM from SNA to IP and establishing the foundations of ‎IBM's e-Business. Ed went on to become Chief Software Architect for EBS (largest online ‎world wide commodity trading (and banking)). Ed is now back contracting IBM for creating ‎Redbooks. (We also consult together under Beam Touch LLC.) Ed's mobile # is: 973-464-‎‎8988‎ and his email is edoguejiofor@email.com (or me.com).
  • ‎Ray Curtis: Ray was my supervisor (Sr. MGR) at ADP while working under Info-Experience. ‎Ray's division is the e-commerce end of ADP 'Dealer services' (auto). Ray's cell is:(503) 312-‎‎4306‎ and his email is colleenandray@comcast.net.
  • ‎‎ Dennis Toomey: Dennis was my manager respective to my role as a Digital Marketing Engineer for AZ Global Media LLC – which developed social media marketing (and other digital marketing campaigns) promoting changes to legislation for auto insurance. Dennis’ phone is 503.519.4960 and his personal email is toomey50@gmail.com.
  • Ed Greeenberg: When I was the Group Product Director (1989) for Sales Automation ‎Development at Reality Technologies (tech arm for Reuters Money Network)... Ed was my ‎technical manager who reported to me but also managed the other programmers. He is a true ‎programming 'wiz', a master of asp technologies, and loves to talk math and mensa. Ed's cell ‎is (352) 219-3210‎ and his email is edwardg@hotmail.com. ‎

About Me (Pre-CV - Life till age 27)

About Me (Pre-CV - Life till age 27): Japanese Sansei (3rd generation USA), Family, Growing up, Hobbies, Sports, Influences & more:

  • I was born in Schenectady NY, near the nuclear particle accelerator which was my father’s former lab at General Electric (Rensselaer Polytechnic). My Nisei (2nd generation) mother was of the noble Sakamoto clan (her Issei father was the son of a Buddhist priest, who became a cabin boy, learned 6+ languages, became a pharmacist, and thought-leader (philosopher) in a Judeo-Christian Church and for the Communist movement), was one of the first USA women architects (winning many awards for Frank Lloyd Wright type architecture; Masters Architecture: Ohio State), along with being a chairperson for the American Ikebana Association (and achieving a 2nd Masters Degree in Computer Science).
  • My Nisei father (first son of the Nakata clan; 2nd generation in the USA) was part of the 442nd regiment in WW2, graduated from Stanford (MS in Electrical Engineering & Physics) and San Jose State (Chemical Engineering), and was a senior (VP) High Voltage, Physics and Chemical Engineer for GE (30+ years), with 28 patents (the last in 2004 at age 80), and works that included the first patent for underground wiring, the electrical system for the first nuclear powered submarine and many super secret works for European and Asian industries. My father’s boss for 30+ years was also Chairman of the Physics Department at MIT, and Chairman of the World Wide Energy Council.
  • During WWII, my father was at Heart Mountain, WY, while my mother was at the Poston, AZ internment camps.
  • My younger brother (Hopkins, UC Berkley and Penn Law School), a marathon runner and cyclist, worked originally for the SEC, before a lifetime career as the head of the US Justice Department supporting handicap services. Now he’s in software. All my other immediate relatives are senior business, science and legal professionals (ex: Controller for Pacific Electric and another Controller for Philip Morris). My direct lineage can be traced back 2000 years (Shimizu => Nakata).
  • I grew up in Bryn Mawr, outside of Philadelphia, near Villanova University, and the Bryn Mawr Women’s College. I built a binary computer at age 10, won multiple science fair awards, owned all the local kid businesses in my area (yard, snow, babysitting), was an Eagle Scout, Assistant Scoutmaster, and VP-Junior JACL (Japanese American Citizens League), whose hobbies included building models, electronics (color TV), woodworking (Natural style; my uncle is George Nakashima), scuba, skiing (Snowshoe-Killington, USA to Mont Tremblant-Saint Sauveur, BC, Ski Host at Mount Hood, OR), fossil hunting, lapidary-gems, camping, hunting, fishing & Shotokan Karate (20 years).
  • Working PT while attending UPenn, my physics professor won the Nobel Prize for Superconductivity. As a Physics & Chemistry polymath, I answered my Organic Chemistry Final by applying Quantum Mechanics to Organic Chemistry, getting all the answers right, but from nonstandard methodology (1974 Nobel Prize - Magneto Hydro Dynamics – same tech as my energy project). I also worked on a project to end most hereditary diseases at Children’s-Jefferson hospitals. Please don’t hesitate to inquire-interview about my work on other world-industry-changing projects. I love talking about biometrics and have a nice white paper on web security. And then there was SMRC (sigh).
  • I was married for 23 years; divorced over the childhood death of my youngest daughter. My son is 39 and lives with me (computers), and my daughter (33), former SMRC Treasurer, artist & language specialist, lives with her boyfriend in Idaho. My last dogs for 16 years were Chow-Chows (dear ‘Harry’ & ‘Honey Bear’, each a personality).
  • I worked though out my college years - during free day hours (between classes) I'd was a outside sales rep (door to door), and during the nights when I wasn't studying I was a short-order cook at Philadelphia restaurants near the University of Pennsylvania. After my undergrad years, I started out as a restaurant manager who became a hotel Executive Chef (Hilton, Best Western). I was recruited then in sales as a headhunter for the restaurant industry before becoming a generalist. After a year I re-enrolled at Wharton Graduate School of Business. Unfortunately, running out of funds, I started my professional business and technology career.
  • More?; Ask me about: a garage of tools (wood-car-electric-yard), cameras (architecture, high-speed, distance-angle), my software collection (1000’s), hacking-cracking (programs-systems-wifi), movies (1000’s/DVD), android app development, networking & servers (web-ftp-mail-security-dns-message-conferencing-video-music-broadcast-database-comm-object), priceless Japanese antiques, computer peripherals, my neighbors growing up (J&J family, Theodore Presser Music, Flyers), ice hockey, fishing, pets, wines, white water, cars, cycles, camping nationwide, my RV, music (deadhead & DVD collection), sales, culinary arts (executive chef), sushi, restaurant mgmt., quantum & super-computing, common services (IBM’s most valuable intellectual capital), mind mapping, Open Source evangelism, places I’ve been, why I know so much about search (because I used to code the spiders & worms), or owning a stake in a horse ranch (Beckley, WV) on the New River (remember the movie Deliverance? - life is very like that there; very rural where generations live witho any formal education). On the other hand it's the perfect getaway deep in the heart of nature (President Roosevelt had a private train from the White House so he could go hunring Elk in the area around White Sulphur Springs. It also boast some of the cleanest water in the world (from deep caverns under the mountains) where many of the top National fish hatcheries for rainbow, golden rainbow, brook, brown and tiger trout are located and ship out to 2nd hatcheries thoughout the U.S.

Personality Profile Links - DISC, MBTI & FFM Test Results - for HR, Sales & Program Mgmt.

Presented below are links to 3 personality assessment tests that I have taken, typically used by HR (onboarding & reviews), Sales (to boost productivity) and Program Management (helping them to work better together by understanding the subtle dynamics of 'relationship chemistry'). They have been in use since the late 1950's, typically in large, major corporations.

  • DISC Personality tests are an emerging market standard largely because (1) their profiles can be derived from either direct testing or by their association with Linkedin.com profiles which provides a surprisingly accurate assessment of their personality type as compared to tested results (30-45 questions), (2) because of the science's mapping of the resulting 'relationship chemistry' between individual or group interaction - whereas the other testing results in a deeper analysis of one's personality. They include advise about the individual along with reports of dealing with each individual other member or group interaction. Advisories include topics like 'What comes naturally", "When speaking to this individual", "What motivates them", "What drains them", "In meeting with them", "To convince them", and "When working with you". The link to my DISC Personality Profile is at: http://tinyurl.com/2cdwlzpn. NOTE: The pragmatic use of DISC falls outside the real of its' competition, applied for sales in addition typically for human resources. DISC stands for (D)ominance, (I)nfluence, (S)teadiness, and (C)onscientiousness, although critics often say it represents (D)ominance, (I)nducement, (S)ubmission, and (C)ompliance - but frankly, I think that is criticism comparing it to old schools of thinks.
  • Meyers-Briggs Type Indicator (MBTI) personality test profiles were the market standard pretty much across all industries participating from the late 1950's through the early years of 2000. Based on asking 90 of situational along with general questions. Their general profile types (where most analysis produce a mixture of 2 types integrated) define one's temperament (type, introversion factors vs. extraversion factors), Thinking and Feeling, Judging and Perceiving, Natural Intelligence, Logical vs. Mathematical Intelligence, Verbal/Linguistic Intelligence, Bodily / Kinesthetic Intelligence, and Brain Spheres (Left or Right Brain profile). The link to my MBTI profile is at: http://tinyurl.com/2cu25fjt
  • Five Factor Model (FFM) personality testing became the market standard as MBTI was loosing favor after 2000. Claiming to probe more deeply, the five basic factors (analyzed in-depth the 30 factors for the 5 major factors in the report) are: Openness to Experience, Conscientiousness (Work Ethic), Extraversion, Agreeableness, and Natural Reaction. FFM tests ask from 60-120 questions. The link to my FFM testing results is at: http://tinyurl.com/2cu25fjt

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  • You will find that the results of the three different testing methods are remarkably the same for all three tests. Respectively, between October 2018 and October 2019, I pioneered the testing and relationship reports as a SaaS offering.

Industries Served

  • Direct Sales Companies
  • High Tech Manufacturing
  • OEMs
  • Realty
  • Fleet Sales
  • Plumbing
  • Energy
  • Luxury Goods
  • Ad Agencies
  • High-Tech
  • Insurance
  • Brokerage
  • Financial Planners
  • Banking
  • Retail
  • Communication Network Providers (ISP/ASP)
  • Backbone Network Communication Providers
  • IT Organizations
  • VARs
  • Shoe Manufacturing
  • Automotive
  • Defense
  • Non-Profit
  • News
  • Healthcare
  • Food Distribution
  • Tabacco
  • Steel
  • Publishing
  • Advertising
  • Hospitality
  • Music
  • Pharmaceutical
  • Paper
  • Politics
  • Adult Products
  • Human Resources
  • Distributed Ledger/Blockchain
  • Petroleum
  • Trucking Logistics
  • Building Products
  • Elastomer Plastics
  • Consumer Goods
  • Digital Agencies
  • Horticulture
  • Education
  • Green Technologies
  • Aviation
  • Grocery
  • Construction
  • Convenience Stores

Exec. Recruiter Advisory: Alternative Jobs, Interests and Related Skills/Software; Business & Tech

READ: More often times than not, I have been recruited by Internal Executive Recruiters, not for the role I applied for, but for a fit with another senior role. Similarly, my experience profiles experience with family-related applications, class, frameworks, and design/development methodologies, versus the specified (nice-to-have) experience:

Other Job Roles I will consider include:

  • Business Analyst-Business Technology Consultant-Strategic Marketing Manager-Strategic Account Manager-Program Manager- Product Manager-Solution Architect-Enterprise Architect-Sales Manager-Governance Manager-Business Development Manager-Interim CTO-Interim CBO-Digital Marketing Manager-Business Consultant-Chief Bottle Washer

Interests (Business & Personal):

  • Till 2019: Sales, Sales Management, Programming, Software Architecture, Cameras (architecture, high-speed, distance-angle), my software collection (1000’s), hacking-cracking (programs-systems-wifi-systems), movies (1000’s/DVD), android app development, networking & servers (web-ftp-mail-security-dns-message-conferencing-video-music-broadcast-database-comm-object), priceless Japanese antiques, computer peripherals, my neighbors growing up (J&J family, Theodore Presser Music, Flyers), ice hockey, fishing, pets, wines, white water, cars, cycles, camping nationwide, my RV, music (deadhead & DVD collection), sales, culinary arts (executive chef), sushi, restaurant mgmt., quantum & super-computing, common services (IBM’s most valuable intellectual capital), mind mapping, Open Source evangelism, places I’ve been, why I know so much about search (because I used to code the spiders & worms), or owning a stake in a horse ranch (Beckley, WV) on the New River (remember Deliverance?).
  • Since 2020: Distributed Ledger Technology, Business Planning, Prototyping, Trouble-shooting SaaS applications, and more.

Related Skills and Software Reference:

  • Related Skills: Within the bounds of most profiling services, only the major categories (family) of technical skills are referenced (with competency ratings). Respectfully, be assured that my experience, considering the roles, industries and technology/methodology applied - can easily be attained to your sub-requirements (e.g., like 'teamwork' as a subset of 'sales management'). Especially with roles combining deep business and technology skills, this is the biggest challenge in meeting very exacting specifications - but if you allow the supervisor for the role to review this profile (typically reserved for executive recruiter hires vs. HR reviews), they should instantly recognize this if as they are likely, deeply familiar with alternative apps - plus I am a software architect beyond everything else.
  • Related Software: Within the greater bounds of most software profiling systems, considering such experience is with customized, leading industry-standard frameworks, specific software experience can often be substituted for job requirements, provided that such experience does not need to be ready day one. Throughout this CV, specific reference is made (Bold Italics) to frameworks utilized, along with similar edits for selective frameworks. Respectively, my ramp-up time is about one week for previous experienced services, and two weeks for related software experience. I am a very fast learner as reviewing competitive apps for features, workflow, functionality, and enhancements has been my regular hobby since 1986 through today.

Showcase (Papers and Presentations)

Find below samples from more of the business side of me than my main focus for 20+ years which was software architecture, ERP services (managed services) and sales automation related frameworks and services. This more recent activity dealt with Hybrid Distributed Ledger Technology (where Blockchain is a subset), behavioral biometrics, CRM 3.0 (Smart Cars), Digital Marketing and Artificial Intelligence (most recently with OpenAI). It should be noted that Linkedin.com has recently incorporated a similar approach that can be utilized in their social profiles and Sales Navigator service. Note also that earlier examples demonstrating my more technical experience/skills were not possible, mainly due to confidentiality/IC issues for my former big corporate employers.


Now supported by AI-based tools (more than just scripting assistance) this allows me to engage my software development management skills again, as these tools can now support code reviews: Specifically, ChatGPT swiftly analyzes the code changes, identifies potential issues, bugs, and security vulnerabilities, and provides AI-powered insights at one's fingertips, with prompt feedback. Within moments, it provides feedback on the code changes, offering explanations and suggestions for improvements. It was also responsible for generating my most recent research report as shown below:

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The Cloud Computing Marketplace: A 2023 (un-biased) AI-based research study of the U.S. cloud marketplace (size, growth, key usages, technology, challenges and opportunities), the top four players and their challenges, emerging competitive technologies and frameworks, and Truenodetech.com's business and technology overview and comparison to the top four players, conclusions, and the well-established sources of research used to generate this eye-shocking report. This is a must read. Located at: https://cutt.ly/CloudComputing-Market-Competition-Truenodetech

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The Truenode business plan offers a sophisticated product, and strategy plan, competing in the cloud computing marketplace. It includes: The Truenode Enterprise, its’ Markets, Offerings, Marketing Strategy, Competitive Analysis, Development Program, Operations/Production, Investment Capital, Financial Projections-Alternatives-Addendums, and extensive charts (views). The document is password protected; contact me directly to access it. Located at: https://cutt.ly/PRN-Truenode-BP (32 pages)..................... For an in-depth view of this Expert Systems intelligence: The initial interview and analysis is at: https://cutt.ly/PRN-TN-BP-Interview-Analysis (62 pages), the narration is at: https://cutt.ly/PRN-TN-BP-Narration (32 pages), the market analysis and key charts are at: https://cutt.ly/PRN-TN-BP-Markets-KeyCharts (57 pages), and the financial projections analysis is at: https://cutt.ly/PRN-TN-BP-FinancialProjections (29 pages).

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Relationship-Based-Services (RBS): Based on psychological approaches that have been evolving for hundreds of years, this engagement centered around applied usage, for sales and marketing, as compared to its' well established application for Human Resources. Using reliable assessments of a person's writing and/or social media posts (as opposed to live testing), mapped against any individual salesperson's persona, it provided advisory for the salesperson to engage with a consumer to attain at two times as many sales. Located at: https://cutt.ly/RBS-Service-Overview-and-Justification - for the Service Overview and Cost Justification, and at: https://cutt.ly/RBS-Promo-Sample - for RBS' Promotional Sample, seeking partners and investors.

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NOTE: The real "magic" will happen when this technology will someday be merged with AI. Rather than having to 'adapt' the salesperson's behavior to be most compatible with a client, the AI will be able to simply adapt fully to the personality best suitable to the user.

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Digitally Dominant Automotive (DDA): While the primary functionality of this business and technology engagement was to support 'Smart Cars' maintenance research and scheduling (based on dealership service records, live diagnostics, and the IC from aggregating each manufacturer's technical resources including engineering notes, along with independent automotive-specific market research), behavioral biometrics (again sophisticated personas) were designed to support the equity-mining re-sale process (upgrading an earlier consumer purchase), by mapping how a specific salesperson's persona interacted with a customer's persona (processed via an analysis of their writing style or social media profile). Located at: https://cutt.ly/DDA-Promotion - business and technical promotional material

  • NOTE: This engagement includes both smart diagnostics (1) live wireless remote diagnostics from a car’s custom OBD-II, for predictable and live failure rates, associated with (1b) live manufacturing data (diagnostics to field and dealership repair reports), (1c) 3rd party statistical data (ex: Edmunds), and business intelligence (2) the direct application of an emerging form of BI (e.g., personality in addition to the industry standard purchasing profile – from geo-demographics and owner equity to brand loyalty). The business and technical documentation spans over 109 items. Respectively, most document links are not live, but available upon request, stored on my Google Drive.

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Social Market Research for Charity Inc. (SMRC): A AI-driven non-profit SaaS framework that would pay people for sharing their anonymous topic related preferences, and behavioral biometrics (sophisticated personas, an extension of psychographics), correlated against their demographic profile, producing valuable cost-effective medical research and Big Data and analytics (e.g., Business Intelligence) for marketing. Unfortunately, my main investor/partner died of a heart attack: Located at: https://cutt.ly/SMRC-Behavior-Analytics-Workflow - for the most interesting data, https://cutt.ly/SMRC-Service-Overview-and-Justification (self explanatory), and at: https://cutt.ly/SMRC-Promo-Sample - for investors and partners.

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Common Themes:

  • Intellectual Capital (IC): It should be noted that the DDA Intellectual Capital generated from correlating the manufacturer's engineering notes and estimates vs. actual costs, is the same capability that IBM had over their competition during the 1990's, allowing them to quickly and accurately establish new planning and costs, based on typically aggregating that IC from 10,000+ plus earlier engagement's project planning and consulting data. It was also similar to the field engineering workstations I managed development for, that was able to create custom hardware proposals in 2-3 hours (vs. the standard 2 weeks at that time). The magic there was typing those workstations to AI-based configurators, the central company's repository of engineering notes, and direct interaction with their manufacturing facility's scheduling and engineering departments - supported by the early mobile phones and my company's (at that time) world's first patent on mobile phone to PC interaction. This earliest engagement was pre-PC and before cell phones extended laptop connectivity.
  • Best Practices: While growing more sophisticated since the 1980's, my professional services have been based on 'best practice'. As stated earlier, these methods establish quicker delivery, higher quality solutions, increased skills and morale of employees, higher performance systems, more accurate estimates/budgeting, industry standards, and better communications across business and responsibility groups. This Includes repeatable programming models, simple but effective testing, staged training, comprehensive estimating strategies and regular performance/configuration reviews.
Phillip NakataSeasoned Business and Technology Consultant