CURRICULUM VITAE

RICHARD E. MURPHY - MBA, SCPM, PMP

STRATEGY, BUSINESS, PROJECT, AND INFORMATION MANAGEMENT EXECUTIVE

“My Passion is Converting Vision and Strategy Into Action”

Phone toll free: 877-213-9823Webfolio: www.RichardMurphy.bizInquiry@RichardMurphy.biz

RICHARD E. MURPHY - MBA, SCPM, PMPPhone toll free: 877-213-9823 Webfolio: www.RichardMurphy.biz Inquiry@RichardMurphy.biz

STRATEGY, BUSINESS, PROJECT, AND INFORMATION MANAGEMENT EXECUTIVE

“My Passion is Converting Vision and Strategy Into Action”

Strategic Business Planning

Enterprise-Wide Strategy Planning

Program/Project Portfolio Management

Performance Measurements

Business Intelligence Planning

Project Lifecycle Management

Business Management Consulting

Technology Consulting

Operational Leadership

Infrastructure Design

Process Re-engineering

Organizational Turnaround

Brand: Executive-level business strategist, driver, and change agent with more than 20 years of corporate, government, and entrepreneurial success. Poised for a role guiding a company towards accomplishing its strategic objectives, and directing a team of program and project managers.ROI: Expertise is advising executives on the criteria, priorities, and methodologies for accomplishing their strategic objectives. Provide insight on how to select optimal projects, and why. Scope of experience encompasses directing 175+ strategic projects for military, government, and corporate entities.Approach: Mentor, coach, and teacher, who can engage others, solicit ideas, present those to the group, build consensus, and orient the group in a singular direction that will advance the mission and vision of the business.Thought Leader: Committed to building a national reputation for strategy planning, strategy management, and strategy implementation, through academic teaching, seminar presentations, conference appearances, and with professional organizations and universities.

PRIMARY TECHNICAL COMPETENCIES

Project, Program and Portfolio Management A passion for project, program and portfolio management and strategic planning. Expert (10+ years ) in use of project management software (including MS Project, Excel + VBA, Visio);

formally trained and experienced in software and product lifecycle development (including DSDM, Agile, RUP)

Proven track record of managing multiple projects, simultaneously, and delivering results. Deep understanding of project management principles including dependency identification, critical path

analysis, and contingency planning. Expertise in relationship building and collaboration in a cross-functional team comprised of diverse,

multi-cultural personalities and skills sets, and located in multiple locations. Excellent communication skills, both verbal and written. Good organization and prioritization skills. Possess creative problem-solving skills and ability to adjust with changing business demands.Strategy Planning and Execution As founding member of www.StratXTeam.com, instrumentally contributed to the launch of this global online

consortium dedicated to researchers, academics, and business practitioners who are passionate about collaborating on the changing paradigms for planning and executing effective strategies. StratX is diminutive for “Strategy To Execution,” and the primary mission is to educate StratXTeam members on strategic planning, management, and operations. Specifically, StratX provides expertise in methods used to align daily operations with corporate vision, and ensuring those operations actually advance the business toward that vision.

Currently developing a collaborative Web 2.0 community on building and improving the disciplines required for effective planning, and constructing a radically-new business model for strategy execution.

Lead initiatives to identify “blue ocean” strategies and transform those into efficient project work streams aligned with clear goals, metrics and purpose.

Participate in high-level operational initiatives: infrastructure design, process re-engineering, turnaround, reorganization, and business / product integration.

DISCRETE MANUFACTURING OPERATIONS & PRODUCT DATA MANAGEMENT EXPERTISE: Experienced in all aspects of discrete manufacturing operations and computerized solutions that manage fully-integrated data.   

Material purchasing and inventory control (JIT, MRP) 

Equipment calibration and inspection IAW MilSpec & ISO  

Fabrication, machining, (CAD/CAM/CNC) 

New Product Engineering  Engineering File System  Product Configuration 

Distribution Requirements Planning 

Electronic Data Interchange (EDI) 

Capacity Requirements Planning 

Engineering Change Control 

Planning and Simulation  Supply Chain Management 

Master Production Scheduling  

Engineering Data Management 

Inventory Location Control 

Product Classification  Material Requirements Planning 

Public Warehousing  

Production Planning  Production Control  Purchase Inquiries  Lot Control  Packing Control  Components

Manufacturing Purchase Contracts   Quality Management  Assemblage 

COMPUTER APPLICATIONS, COMMUNICATIONS SECURITY & INTERNET DEVELOPMENT : 

APPLICATION EXPERIENC Skill Level COMMENTS

E Client/Server, Internet Hosting

Lotus Notes/Domino R4/5. LotusScript, Domino.doc, Learning Space, Sametime, K-Station, Extended Search, iNotes, Workflow

6+ YRS 

Expert developer- certified; Owner of ASP Web host 

Award from IBM as best use of Domino technology on the Internet (1997) 

Web Development Tools

Java, Javascript, Perl, HTML, XML, NetObjects Fusion, EsuiteDP, Bean Builder

2+ YR 

Average to Excellent  

Have used extensively in development projects

Communications Security : 

Public Key Infrastructure; Digital Signature Cert’s & x.509v3 protocols 

14+  Superior knowledge of concepts, implementation usage; Above average technical understanding 

Certified cryptographer & communications traffic analyst – National Security Agency; Served as COO of PKI Certifying Authority (UserTrust Network) 

APPLICATION EXPERIENC E

Skill Level COMMENTS

Data Warehousing, Relational Databases & Modeling Tools: 

Oracle, SQL, Paradox, MS Visual Basic, Access, FoxPro, dBASEIV, DB2, TeraData, ERWin, ETL

5+  Average to above average 

Instructed through the advanced level.  Used extensively in projects for American Express & Morton Thiokol. 

Accountancy: PeachTree, Quicken, CYMA, Great Plains

7+  Average to above average 

Instructed through the advanced level; implemented in corporate operations at clients Cat Butler & Lotus Project. 

Planning, Productivity & Reporting: 

MS Project, Visio, Business Objects, SAP, Crystal Reports

5+  Average to above average 

Instructed through the advanced level; used extensively in managing projects at Best Consulting, Zions Bancorporation & ETS. 

Spreadsheets: Excel, Lotus 1-2-3, QuattroPro

14+  Superior  Instructed through the advanced level; installed, developed & used extensively in numerous operational activities & projects. 

Wordprocessing: WordPerfect, Word,

14+  Superior  Instructed through the advanced level; installed &

AmiPro used extensively in numerous operational activities & projects. 

MultiMedia: Harvard Graphics, PowerPoint, Presentations, Persuasion, Freelance

9+  Superior  Instructed through the advanced level; installed & used extensively in numerous projects. 

Desktop Publishing: PageMaker, QuarkXPress

5+  Above average  Instructed through the advanced level. 

Graphics: PaintShopPro, CorelDRAW!, Aldus FreeHand, Adobe Illustrator

5+  Above average  Instructed through the advanced level; used in several Web development projects. 

CORPORATE ADMINISTRATION: 20+ years experience at senior executive levels, managing all aspects of company operations, procedures and personnel in a wide variety of technology, manufacturing and service industries. 

 Staff Leadership Distribution TrainingHuman Resources Customer Service Technical

PublicationsGeneral ledger, AR/AP Sales and Marketing Legal Document

ManagementPurchase Order & Cost Management

Sales Proposals, Contracts, Quotations, Control

Corporate tax preparation

PROJECT/PROGRAM MANAGEMENT EXPERIENCE & ACHIEVEMENTS

ZIONS BANKCORP 2005 to Present Project & Program Manager, Enterprise Data Warehouse: Strategically direct a program encompassing a series of projects to maximize the enterprise data warehouse for this $43 billion financial institution, the nation’s #1 SBA lender, and the umbrella organization for 5 affiliated bank corporations in 6 states. The data warehouse provided business-critical information to the CFOs, COOs, and federal regulators. Led strategic project planning, and oversaw program portfolio and project managers in a matrix environment. Advanced from a role directing a single project to standardize data for all the corporate loan and deposit systems to guiding the data warehouse as its Program Manager.

Currently planning the Activities Based Costing Project, an initiative to pinpoint the precise cost of every banking transaction, in order to identify opportunities for profitability reporting, cost reduction, and capacity planning.

Directed a business intelligence project to build a financial data mart for uniform reporting, and a balanced scorecard with financial, operational, and regulatory performance for all the affiliate banks.

Strategically guided the federal call report project, to streamline and institute uniformity in the compilation, analysis, and reporting of regulatory data.

Oversaw an officer code standardization initiative, whose key objective was to render all employee IDs uniform across the company, then properly compensate officers for value-adds to the business.

Principally guided the general ledger conversion project, culling voluminous data from 4 loan and deposit legacy mainframes, to standardize the charts of account for all affiliate banks.

Managed the shareholder value-added project, the goal of which was to standardize collection and reporting of profitability data. Credited every account, customer, and loan officer with the amount of value they contributed to the corporation, and linked that to shareholder dividends.

GEORGE S. MAY INTERNATIONAL COMPANY 2002 to 2005 Project Director – Staff Executive – Business Analyst: Generated $1 million+ in new revenue for this business management consulting firm, directing up to 6 concurrent programs providing business and technology consulting to over 100 small and mid-sized clients across North America. The diverse industries encompassed law, medicine, hospitality, construction, logging, recreation, and 83 others. Conducted due diligence, identified inefficiencies, then planned and delivered consulting projects. Garnered two fast-track promotions the 1st year.

Forensically analyzed clients’ organizational structure, management team and core competencies, financial plan, operations strategy, inventory mechanism, and sales and marketing functions.

Advised on existing businesses and future strategy, recommending business expansion, new product development, or recalibration of operations to align with the client’s mission and vision.

Fully coordinated the project lifecycle, from scoping, budgeting, defining critical success factors, mitigating risk, reporting progress, managing change, and delivering final projects.

ADVANCED TECHNICAL CONSULTING, LLC, (a division of DataVault Security Services) 1998 to 2002Practice Director – Senior Project Manager – Analyst – Database Architect & Developer: Conceputalized and delivered innovative technology solutions to clients, and assumed interim executive management roles in client technology organizations. As primary project leader / project manager, directed SDLC planning, project plans and scopes, specifications development, technology prototyping, testing, change control, beta testing, legacy systems integration, and final delivery. Held senior budget responsibility, managed client relations, and oversaw development and administrative staff.

As interim COO for The UserTrust Network, a PKI Certifying Authority, integrally guided the technology startup, encompassing computer systems, financial and human management systems, security and change control.

Strategically directed the development and launch of a new Lotus Notes/DB2 software product, as interim EVP for Emerging Technology Solutions, in conjunction with IBM. Formulated the business plan governing the relationship between IBM and Emerging Technology. Garnered an award from IBM for building the best Internet-based application using Lotus Notes. Captured the attention of an investors group that purchased Emerging Technology for $10 million.

Designed, developed and launched an Internet-based inventory control system for a warehousing operation and furniture distributor serving leading national retailers.

SURGEWORKS, LLC 1996 to 1998 Director, Operations & Technology: Developed a complete information system for this technology consulting and IT staff placement firm to track all candidates, staff’s core competencies, client companies, and custom management

reporting. Additionally, recommended that SurgeWorks recalibrate its business model by branching into consulting and project management, and then staffing engagements with candidates in their system. Prepared and negotiated bids.

BEST CONSULTING 1994 to 1996 Director, GroupWare Technology Practice: Strategically directed the launch of the GroupWare division of this computer project management and consulting firm, and led the division to financial breakeven in less than 1 year. Formulated the strategic plan, recruited 8 consultants, and built vendor relationships with Microsoft and IBM. Drove new business development, and structured and delivered portfolios, programs, and projects for key accounts including Zions Bank Corp., Morton Thiokol (now Autoliv) and Micron International.

MANUFACTURING OPERATIONS, PRODUCTION CONTROL & PURCHASING/CONTRACTING EXPERIENCE 1984 - 1994

American Precision Manufacturing [Aerospace mechanical components manufacturer] - Operations Mgr;Lotus Mfg Corp [Incubator corp., directing operations of 6 subordinate enterprises]- Operations Mgr;Kao Infosystems [Manufacturer of computer diskettes and CD ROMs] - Director of Operations; Sperry Univac Corporation (Unisys) [Mainframe & Personal Computer manufacturer] - Expeditor/Buyer

Hired, Trained, Supervised up to 250 individuals in customer service, manufacturing, assemblage and warehousing.

Managed all company facilities and equipment, overseeing assets valued in excess of $90 million. Instituted computerized management information systems to support oversight of product manufacturing, mil-

spec quality and distribution, including all administrative, operating, marketing, financial analysis, and accountancy programs.

Negotiated and administered corporate contracts valued in excess of $19 million annually; bargained an average savings of 30%.

Managed inventory controls and production schedules, decreasing overhead burden from $1.9 million to $600 thousand in seven months by efficient use of computerized analysis to enhance JIT & MRP procedures.

Selected vendors and issued purchase orders in excess of $22 million. Administered all international supplier quotes.

MILITARY AND CIVILIAN GOVERNMENT SERVICE 1972 - 1984

Intelligence Operations Officer & Analyst - Japan Collected, processed & disseminated time-sensitive information through visual, auditory and technical means Researched periodicals  Performed communications intercept Photographed documents, persons & facilities Used interview techniques for agent recruitment Employed specialized methods of entry into facilities, data bases Spotted, assessed, recruited, trained and managed individuals and networks used to collect information Produced reports on highly technical & abstract material in an clear, concise mannerSpecial Assistant to Secretary of Defense / Director, Electronics & Telecommunications Evaluation Center - Washington, D.C. Directed all operational and administrative functions of a multi-agency clandestine intelligence office Formulated plans and conducted missions using human & technical assets to obtain diplomatic and

military information pertaining to foreign communications capabilities and research & development activities.

Conceived, implemented and directed a national data storage and retrieval system containing information relating to worldwide research and development of communications and electronics technologies.

Communications & Human Intelligence Systems Analyst - US Army Security Agency / US Army Intelligence & Security Command - Worldwide Cryptography (message scrambling) Message traffic analysis (to determine military Order of Battle) Communications systems components, designs, features & functions, such as: transceivers, antennas,

facsimile, scramblers, cable/wire, broadcast, microwave, satellite, optical Non-communications systems, such as: data processing, imaging & storage

Interpreter, 4-Party Joint Military Commission - SE Asia Functioned as a delegate to a diplomatic mission; performed simultaneous interpretation for

negotiators & aviators during POW repatriation.  Translator / Interrogato r - 509TH Radio Research Group, Technical Research Unit - Republic of VietNam Performed interrogations of captured enemy personnel, analyzed performance capabilities of seized

equipment, and translated documents. Determined the appropriate communications vehicle for reporting information in the most timely and secure

fashion, then issuing reports and conducting briefings for senior commanders.   Magistrate - Circuit Court - 1977-79 - Falls Church, VA Received testimony Issued warrants, summons', subpoenas Determined terms of bond, bail or pre-trial confinement Remanded prisoners to custody Received pleadings in misdemeanor cases

APPOINTMENTS, COMMENDATIONS, SECURITY CLEARANCES

Received Senatorial appointment as Cadet, United States Military Academy, West Point, New York    Appointed Circuit Court Magistrate - Falls Church, Fairfax County, Commonwealth of Virginia     Appointed Special Assistant to Secretary of Defense – attached to National Security Agency Assigned as Interpreter to US Delegation overseeing repatriation of prisoners of war throughout Southeast Asia Security clearances included top secret, crypto/special intelligence, RODCA     Combat decorations included  Bronze Star Medal, Meritorious Service Medal, American Spirit Honor Medal

(civilian), Cross of Gallantry (Vietnamese), Purple Heart 

EDUCATION

MASTER OF BUSINESS ADMINISTRATION, PROJECT MANAGEMENT EMPHASISNorwich University - 2008 Northfield, VTBACHELOR OF SCIENCE & ASSOCIATE OF SCIENCEUniversity of the State of New York (Excelsior College) - 1984, 1980 Albany, NY ASSOCIATE OF SCIENCE, ELECTRONICSUtah Technical College (now Salt Lake Community College) - 1982 Salt Lake City, UT

PROFESSIONAL TRAINING

STANFORD ADVANCED PROJECT MANAGEMENT CERTIFICATE (SCPM)Stanford University - 2008 Palo Alto, CAPROJECT MANAGEMENT PROFESSIONAL CERTIFICATION (PMP)Project Management Institute - 2008 Philadelphia, PABUSINESS STATISTICS / QUANTITATIVE ANALYSIS Harvard Business School - 2006 Cambridge, MA

TEACHING ASSIGNMENTS

Adjunct Instructor, Physics & Computer Science Utah Technical College (now Salt Lake Community College) Salt Lake City, UTDeveloper, project management exams for the BS, Business programWestern Governors University Salt Lake City, UTInstructor, Computer ApplicationsNew Horizons Computer Learning Center Salt Lake City, UTDirector & Instructor, Applied Business Studies Center The Bryman School Salt Lake City, UT

Business Management and Information Technology Projects; Publications & Articles 

Industry   Project Start Mo/Yr  

Location   Role(s)   Project Financial Results  

Banking  Enterprise Data Warehouse 

May 2005 to Present 

SLC, UT  Program Mgr  Directed projects designed to save $100M+ annually. 

Flooring & Carpeting 

Accounting Software 

Feb 2005  Pearl City, HI  Project Director, Sr Consultant 

Installed/Instructed Software 

Home Health Care Providers 

Pre-Sale Valuation & Job Costing 

Feb 2005  Honolulu, Kauai, Maui, HI 

Sr Consultant  Cost Savings $62k - Sale pending 

Food Brokers  Accounting Software & Incentive Plan 

Jan 2005  Honolulu, HI  Sr Consultant, Programmer 

$100+k savings - Implemented Incentive/Labor Plans 

Convenience Store / Service Station 

Sale Planning  Dec 2004  Logan, UT  Sr Consultant  Cost Savings $116k - Implemented sale strategy 

Consulting Engineering (Civil) 

Profit & Expense Controls 

Nov 2004  Salt Lake City, UT 

Sr Consultant  Cost Savings $181k 

Glass Installers  Financial Planning  Nov 2004  Logan, UT  Sr Consultant  Cost Savings $17k - 2005 financial planning ongoing 

Consulting Engineering (Aerospace) 

Profit & Expense Controls 

Oct 2004  Farmington, UT  Sr Consultant  Cost Savings 22.5k 

Go-Kart Family Center 

Sales & Marketing  Oct 2004  Clearfield, UT  Sr Consultant  Implemented Marketing Plan 

Oil & Gas Drilling Equipment Mfg 

Job Costing, Labor Scheduling / Incentives 

Oct 2004  Caspar, WY  Sr Consultant, Programmer 

Cost Savings $92.7k 

Heavy Equipment Sales 

Pre-Sale Valuation & Planning 

Sep 2004  Farr West, UT  Sr Consultant  Cost Savings $44k 

Industrial Filter Manufacturer 

Acquisition or Merger Planning 

Sep 2004  Manti, UT  Sr Consultant  Cost Savings $99.9k 

Metals Testing Laboratory 

Job Costing  Sep 2004  Santa Clara, CA  Sr Consultant  Cost Savings $87.7k 

Retail Furniture  QuickBooks Installation / Instruction 

Jul 2004  Lihue, Kauai, HI  Evaluator, Instructor 

Reconciled Financials 

Automobile Rental Agency 

Expansion Planning 

Jun 2004  San Francisco, CA 

Sr Consultant  Cost Savings $293k - 1 new location 

Cabinet Manufacturer / Installer 

Profit & Expense Controls, Quality 

Jun 2004  Cedar City, UT  Project Director, Sr Consultant 

Cost Savings $49k 

Electrical Contractor 

Job Costing, Estate Planning, New Business Startup Planning 

Jun 2004  Waipahu, Oahu, HI 

Sr Consultant  Cost Savings $70k - New business plan ongoing 

Resort Ponds / Fountains 

Job Costing  Jun 2004  Oahu, HI  Sr Consultant  Cost Savings $116k 

Fire Prevention  Expansion Planning 

May 2004  Honolulu, HI  Sr Consultant, Programmer 

Created estimating/reporting program 

Shipbuilder  Job Cost Estimating - Bidding - Customer Quote Sheets 

May 2004  Port Angeles, WA 

Project Director, Sr Consultant 

Built & installed programs 

Sign Manufacturer / Installer 

Sale  May 2004  Salem, OR  Sr Consultant  Company sold $1.8M 

Waste Disposal  Org, Strategic Business Planning 

May 2004  Kahului, Maui, HI 

Sr Consultant  Cost Savings $117k 

Home Builder  Financial Analysis & Accounting Software 

Apr 2004  Sacramento, CA 

Programmer, Instructor 

Installed/Configured Financial Software 

Jewelry Retail Inventory Control  Apr 2004  Kauai, HI  Sr Consultant  Implemented Point-of-Sale

Chain  system Office Supply Store 

Succession Planning 

Apr 2004  Hilo, HI  Sr Consultant  Cost Savings $72.58k - Implemented Succession Plan 

C Store / Gas Station /Tavern / Casino 

Budgeting  Mar 2004  Parumph, AZ  Programmer  Reconciled Financials 

Music Retail Store  Profit & Expense Controls, Sales Commissions 

Mar 2004  Logan, UT  Sr Consultant  Cost Savings $112.3k 

Tea Wholesaler  Financial Reporting 

Mar 2004  Los Angeles, CA 

Sr Consultant  Cost Savings $21k 

Child Care Center  Expense Controls  Feb 2004  Clearfield, UT  Project Director, Sr Consultant 

Cost Savings $23k 

Law Firm  Financial Planning  Feb 2004  Colorado Springs, CO 

Project Director  Cost Savings $87k 

Roofing & Siding  Job Costing  Feb 2004  Bellingham, WA 

Project Director, Programmer 

Cost Savings $14.5k - Developed Job Costing 

Funeral Parlors  Financial Planning  Jan 2004  St George, UT  Project Director, Sr Consultant 

Cost Savings $51k 

Garage Door Manufacturer / Installer 

Acquisition  Jan 2004  Bakersfield, CA  Project Director  Developed Pre-Sale Strategy 

Highway Pavers  Pre-Sale Valuation & Job Costing 

Jan 2004  Red Bluff, CA  Project Director  Cost Savings $66.6k - Pending Sale 

Medical Clinic  Sale  Jan 2004  Quartz Hill, CA  Project Director  Cost Savings $77.8k Petroleum Distribution 

Profit & Expense Controls 

Jan 2004  Modesto, CA  Project Director  Cost Savings $4.4M 

Tour Bus Company 

Maintenance & Schedule Planning 

Jan 2004  Reno, NV  Project Director  Cost Savings $186k 

Underground Cable Locators 

Sale  Jan 2004  Denver, CO  Project Director, Staff Consultant 

Cost Savings $54k 

Airport Bldg Const  Org, Process Controls, P/E, Quality 

Dec 2003  Anchorage, AK  Project Director, Sr Consultant 

Cost Savings $13.4k 

Automobile Body Shop 

Organization & Operations Analysis 

Dec 2003  St George, UT  Project Director  Cost Savings $84k - Implemented Expansion Plan 

Custom Home Construction 

Job Costing, Scheduling 

Dec 2003  West Valley City, UT 

Project Director  Cost Savings $184k 

Grocery Market  Expense Controls  Dec 2003  Haleiwa, Oahu, HI 

Project Director  Cost Savings $35k 

Shop Vacuum Manufacturer 

Job Costing, Scheduling, Sales Commissions 

Dec 2003  Price, UT  Project Director  Cost Savings $44.47k 

Tire Retailer  Bankruptcy Sale  Dec 2003  Fairfield, CA  Project Director, Sr Consultant 

Reconciled Financials - pre-bankruptcy 

Anthropological Surveyors 

Profit & Org  Nov 2003  American Fork, UT 

Project Director  Cost Savings $174k 

Cabinet Manufacturing / Installation 

Organization & Operations Analysis + Sales/Mktng 

Nov 2003  Fairfield, CA  Project Director, Sr Consultant 

Cost Savings $44.45k 

Caterers  Job Costing & Scheduling 

Nov 2003  Calgary, AB, Canada 

Project Director  Cost Savings $27k 

Electrical Contractor 

Job Costing, Labor Scheduling 

Nov 2003  Canmore, AB, Canada 

Project Director, Sr Consultant 

Cost Savings $63k 

Flooring Sales & Installation 

Expense Controls  Nov 2003  Logan, UT  Project Director, Sr Consultant 

Cost Savings $66k 

Landscaper  Job Costing  Nov 2003  Pearl City, HI  Project Director  Cost Savings $88k Plumbing & Heating 

Bankruptcy Sale  Nov 2003  Boise, ID  Project Director  Cost Savings $9k - Bankruptcy avoidance 

Veterinary Clinic  Sale  Nov 2003  Waianae, Oahu, Project Director, Cost Savings $33k - Sale

HI  Sr Consultant  $1.46M Adolescent Rehabilitation Center 

Expense Controls  Oct 2003  Las Vegas, NV  Project Director, Sr Consultant 

Cost Savings $44k 

Dental Practice  Profit & Expense Controls - Expansion 

Oct 2003  Riverton, UT  Project Director, Sr Consultant 

Cost Savings $63.4k - Developed expansion plan 

Grocery  Org, P/E, QB  Oct 2003  Duchesne, UT  Project Director  Cost Savings $94k Home Security  Organization &

Operations Analysis 

Oct 2003  McMinnville, Oregon 

Project Director  Cost Savings $58k 

Physical Conditioning & Therapy 

Profit & Operations Analysis 

Oct 2003  Heber City, UT  Project Director  Cost Savings $44.4k 

Postal Re-mailer  Expense Controls  Oct 2003  Logan, UT  Project Director  Cost Savings $93k Tavern  Profit & Expense

Controls Oct 2003  Saanich,

Vancouver, BC Project Director  Cost Savings $11.6k 

Automobile Dealership 

New Opening - Operational & Management Planning 

Sep 2003  Nelson, AB, Canada 

Project Director  Cost Savings $136k 

Automobile Repossesors 

Profit & Expense Controls 

Sep 2003  Concord, CA  Project Director  Cost Savings $175k 

Computer Retail Store 

New Outlet Expansion Planning 

Sep 2003  San Luis Obispo, CA 

Project Director  Cost Savings $16.66k - Open new outlet 

Freight & Food Distribution 

Costing & Scheduling 

Sep 2003  Victoria, BC, Canada 

Project Director, Staff Consultant 

Cost Savings $117k 

HVAC  Sale  Sep 2003  Victoria, BC, Canada 

Project Director, Sr Consultant 

Cost Savings $87.8k - Sold $1.4M 

Restaurant  Position for Sale or continued operations 

Sep 2003  Camarillo, CA  Project Director  Cost Savings $19.8k - Sale withdrawn 

Steel Fabricator  Expansion Planning 

Sep 2003  Bakersfield, CA  Project Director  Developed Expansion Business Plan 

Blood Collection / Distribution 

Statistical Analysis 

Aug 2003  Phoenix, AZ  Project Director  Cost Savings $1.46M 

Electronic Circuit Board Mfg 

Profit & Operations Analysis 

Aug 2003  Anaheim, CA  Project Director, Sr Consultant 

Cost Savings $37k 

Home Construction 

Job Costing, Scheduling 

Aug 2003  Brentwood, CA  Project Director  Cost Savings $144k 

Hotel & Restaurant Resort 

Sale  Aug 2003  Sand Point, ID  Project Director  Cost Savings $67k - Sold $2.7M 

Landscaper  Job Costing, Scheduling 

Aug 2003  So. Lake Tahoe, NV 

Project Director  Cost Savings $54.7k 

Marble & Tile   P/E  Aug 2003  Los Angeles, CA 

Project Director  Cost Savings $70.8k 

Sculptor  Organization & Operations Analysis 

Aug 2003  Heber City, UT  Project Director  Cost Savings $41k 

Air & Land Courier Svc 

Acquisitions / Mergers / Expansions + Org, P/E 

Jul 2003  Vancouver, BC, Canada 

Project Director  Cost Savings $890k, expanded 4 nodes 

Automobile Body Shop 

Profit & Expense Controls, Job Costing 

Jul 2003  Woodinville, WA 

Project Director  Cost Savings $56.6k 

Dairy Laboratory  Expense Controls  Jul 2003  Tulare, CA  Project Director  Cost Savings $46.6k Ice Cream Store  Sale  Jul 2003  San Marcos, CA  Project Director  Cost Savings $56.1k - Sold

$.5M Landscaper  Job Costing  Jul 2003  Rocklin, CA  Project Director  Cost Savings $43.7k Pharmacy  Pre-Sale

Valuation Jul 2003  Lacey, WA  Project Director  Cost Savings $48.5 -

Developed Pre-sale Strategy 

Residential & Commercial Gate Mfg 

Profit & Expense Controls + Accounting Software 

Jul 2003  Valley Center, CA 

Project Director, Sr Consultant 

Cost Savings $102.3k 

Aerospace Component Mfg 

ISO 9xxx QA Implementation 

Jun 2003  Ontario, CA  Project Director  Cost Savings $105k - Implemented QNA 

Auto Body Shop  Profit & Operations Analysis 

Jun 2003  Woodside, WA  Project Director  Cost Savings $71.8 

Chrome Wheel Wholesaler 

Sale of Business  Jun 2003  Anaheim, CA  Project Director  Cost Savings $11.5k 

Consulting Engineering (Civil) 

Merger  Jun 2003  Edmonton, AB, Canada 

Project Director  Cost Savings $22.5k - Merged 

Label Printers  Profit & Expense Controls, Sale Planning 

Jun 2003  Anaheim, CA  Project Director  Cost Savings $97.2k 

Resort Hotel & Restaurant 

Sale  Jun 2003  Springville, CA  Project Director  Cost Savings $82.2k - Sale Pending 

Steel Building Manufacturer / Builder 

Job Costing  Jun 2003  Porterville, CA  Project Director  Cost Savings $163k 

Steel Coating Fabricators 

Job Costing  Jun 2003  Salt Lake City, UT 

Project Director  Cost Savings $123k 

Used Car Dealership 

Accounting Software 

Jun 2003  Sherman Oaks, CA 

Instructor  Implemented Accounting System 

Automobile Body Shop 

Expense Controls, Scheduling 

May 2003  Anchorage, AK  Sr Consultant  Cost Savings $85k 

Fishing & Canning Business Closure  May 2003  Blaine, WA  Project Director  Cost Savings $196k Oilfield Construction 

Sale  May 2003  Lloydminster, AB, Canada 

Project Director, Sr Consultant 

Cost Savings $119k - Sold $5.6M 

Towing Operation  Sale  May 2003  Elko, NV  Project Director, Sr Consultant 

Cost Savings $36k - Developed Pre-Sale Strategy 

Grocery Market  Sale  Apr 2003  Lake Havasau, AZ 

Project Director  Cost Savings $16k - Sold at loss $900k 

Grocery Store & Diner 

Sale  Apr 2003  Bremerton, WA  Sr Consultant  Cost Savings $84.9k 

Consulting Engineering (Civil) 

Job Costing  Mar 2003  Olympia, WA  Sr Consultant, Programmer 

Cost Savings $126.7k 

Convenience Store 

Sale  Mar 2003  Vernon, BC, Canada 

Sr Consultant  Cost Savings $20.9k 

Roofing & Siding  Organization + Profit/Expense Controls 

Mar 2003  Calgary, AB, Canada 

Sr Consultant  Cost Savings $189k 

Furniture Manufacturer 

Expansion Planning 

Feb 2003  Salt Lake City, UT 

Staff Consultant  Cost Savings $17k 

Trucking Company 

Expansion Planning 

Feb 2003  Bountiful, UT  Sr Consultant  Cost Savings $260k 

Motorcycle Dealership 

Position dealership for sale or expansion 

Jan 2003  Manassas, VA  Staff Consultant  $39.5k cost savings 

Travel Agency  Expansion Planning, Sales & Mktng 

Jan 2003  Vancouver, WA  Sr Consultant  Cost Savings $39.9k 

Convenience Store 

Due Diligence  Dec 2002  Red Deer, AB, Canada 

Business Analyst  Generated Valuation Report  

Sand & Gravel Wholesaler 

Due Diligence  Dec 2002  Manti, UT  Business Analyst  Generated Valuation Report  

Commercial Flooring Installer 

Due Diligence  Nov 2002  Ferndale, AB, Canada 

Business Analyst  Generated Valuation Report  

Gymnastics  Due Diligence  Nov 2002  Salt Lake City, UT 

Business Analyst  Sale consummated 

Lumber Mill  Due Diligence  Oct 2002  Coos Bay, OR  Business Analyst  Generated Valuation Report  

Marine Equipment Wholesaler 

Due Diligence  Oct 2002  Vancouver, WA  Business Analyst  Generated Valuation Report  

Marine Safety Inspections 

Due Diligence  Oct 2002  Portland, OR  Business Analyst  Generated Valuation Report  

Plumbing  Due Diligence  Sep 2002  Astoria, OR  Business Analyst  Generated Valuation Report  

MAJOR INFORMATION TECHNOLOGY PROJECTS

Micron International [computer chip manufacturer] Managed enterprise-level, multiple-location project for systems' architecture, database development and consulting services.Emerging Technology Solutions, Inc [software development company] Managed all aspects of bringing to market a new Lotus Notes/DB2 software product, in conjunction with IBM. Responsibilities included overseeing product design, programming, testing, sales and marketing and distribution..The Usertrust Network [a public key infrastructure “Certifying Authority”] Planned, implemented and managed all aspects of  start-up operations, including plans for sales & marketing, security, change control, disaster recovery, policies and procedures, contract administration, procurement, facilities and customer service.First Security Bank (now Wells Fargo)  Managed loan application database projects.Altres Financial  Managed, designed and developed Lotus Notes-based financial loan  tracking & sales force management project.American Express - Travelers Check Operations Center  Sales engineer, project manager, architect and developer for database system used to track worldwide employee benefits and retirement packages.EF Funding [a mortgage brokerage]Managed and developed interactive, Lotus Notes-based Web site for loan applications, employing Lotus Notes/Domino, Javascript, HTML.OnePipeline.Com [On-line mortgage loan processing company]Marketed, managed and integrated digital signature certificates into the online system. Morton International, Inc. (now Autoliv) - Automotive Safety Products DivisionManaged enterprise-level, multiple-location, Lotus Notes/Domino project for systems' architecture, database development and consulting servicesMDSI Physician Group, Inc. [a medical records transcriber and disability claims processor]  Developed and managed Internet database used to securely transmit, track and store patient medical records. Created HIPAA educational program for users of online software system. Provided PowerPoint demonstrations on the usage of digital signatures and public key infrastructure practices.Trained technical staff, transcriptionists and physicians.Western Governor’s University - Graduation Certification Test Developer Developed Project Management examinations for Bachelor of Science In Business candidates.Kimball Electronics, Inc. [an electronics components distributor and manufacturerDeveloped, managed & administered e-commerce Web site, employing Lotus Notes/Domino, Javascript, HTML.Market Star  [Technical sales force leasing for high-technology companies]Managed, programmed and implemented database project for nationwide recruit tracking system.Eisenkorn V+ A, Berlin, Germany [an environmental awareness products manufacturer] Managed and developed e-commerce Web site, employing Lotus Notes/Domino, Javascript, HTML.Events By Iris [an events planning and coordinating service]Managed and developed e-commerce Web site, employing Lotus Notes/Domino, Javascript, HTML.Recruiter Planet [an information technology staffing and recruiting company] Managed and developed interactive Web site, employing Lotus Notes/Domino, Javascript, HTML.E&E Publishing [an environmental newsletter publisher] Managed and developed interactive Web site, employing Lotus Notes/Domino, Java, Javascript, HTML.Designer Moving & Storage – Inventory transportation & warehousing co.Developed, managed & administered Web-based inventory tracking database

Designed & developed fully-interactive Web & desktop business software and e-commerce applications, using Lotus Notes Domino, Java, JavaScript, HTML, DHTML, XML, Visual Basic, PaintShop Pro designed. Listed below are a few representative applications: (Click on link to view demo' - optimized for viewing in MS Internet Explorer) 

Electronics Components Distribution and Manufacturing Retail & e-Commerce Web site for Affiliate Marketing   Program Medical Records Repository Online Mortgage Loan Application Public Key Infrastructure (Digital Signatures) Online Newsletter Publishing & Subscription Service

PUBLICATIONS & ARTICLES

· Establishing Standards for Protection & Dissemination of Consumer Data – Securing and disseminating Personal Data in an Online Mortgage Loan Processing System; National Association of Realtors - May 2000

· Risk/Security Assessment and Support Services – Support Functions of a Public Key Infrastructure Company; SignOn Line Corporation - November 1999

· The REM Business Strategy Plan – A Guide to Developing Your Company’s Business Plan; Mountain High Development and Distributions - July 1995

· Creating a 5-Year Marketing Plan Using MIS Resources; Morton International - June 1994· What it Takes to Manage a Manufacturing Facility; Utah Manufacturers Association - August 1991· Project Asia – Ways and Means for Founding an Office & Developing a Corporate Relationship in Japan;

INTRIN Publishing, Israel - February 1983