I grew up in the Midwest and make my home in central Iowa.  With a degree in Business Administration, I have spent over 20 years focused on business leadership and information technology.  My professional career started as a PC support technician and rose to that of a Vice President in a multi-million dollar national healthcare organization.  It’s been a privilege to work with others to help them identify and reach their goals.  At the end of the day, I want to know that I’ve positively impacted those around me.  To me, that is success and that is what motivates me.

As an independent, I don’t have the overhead of the traditional brick and mortar consulting company. This allows me to bill at significantly lower rates while providing you a higher level of personal attention. When you call, you will reach me. I follow up with all voice messages or emails within one business day and often sooner. My customers like the personalized attention I provide them. There is no cookie-cut approach. You will never be treated like a number. I always approach your business as if it were my own.  I truly want to help you succeed.

I’ve been working exclusively with the Salesforce Platform since 2008.  Because the Platform has expanded significantly over the last several years, I focus my expertise on the Sales and Service Clouds. However, I stay close to the capabilities of Salesforce’s other Cloud offerings and can refer you to other partners who focus in those areas, when needed.

I am an independent consultant.  I do not work for Salesforce.  Although I am a strong advocate for the Salesforce products, I am able to represent you and recommend solutions that best meet your needs.

Projects can be successfully completed either onsite or offsite.  Face-to-face meetings can be helpful depending on the complexity of the project.  I use online meeting tools, as needed, to help minimize travel costs. Ultimately it’s your choice and I have the ability to accommodate either approach or a combination of the two.

I’m happy to provide individualized support and/or training. My clients often tell me they have learned “so much” from me.  I will work with your team to help them become more efficient and confident in their use of Salesforce.

Should you choose to proceed after our initial free consultation, a simple hourly agreement will be provided for signature.  We’ll then proceed with a project scoping meeting.  I’ll provide you with a rough idea of how long I would expect the work to take. Then with your approval, begin the work.  Updates will be provided on whatever schedule is desired.

I’ve had the privilege to work on projects of all sizes and scopes.  Some projects have been purely administrative where I’ll configure the Platform to best support the business process.  Some involve the creation of custom objects or analytics.  Others have involved the creation of custom code, custom screens or integration with of third party projects or systems.  I have clients as small as a single user and will over a thousand active users.

The importance of executive support is critical.  I can build the very best solution possible but without the support of the senior leadership, it will rarely succeed.  While we work together, I will ask questions to ensure we are getting leadership the information they desire. This will allow us to gain and keep their support.  Engaged leadership will help drive adoption throughout the organization.