IT Strategic Plan

Conducted strategic planning with executives to determine technology needs to support the solar energy firm’s rapid growth.  Evaluated all existing infrastructure and software to identify strengths and weaknesses.  Created an overall IT architecture and a prioritized list of projects to achieve their long-term goals.

Customer Relationship Management (CRM)

Worked with all departments within the company to analyze workflow and tracking processes.  Created requirements document to guide a competitive bidding process to select a commercial CRM solution and an integrator to support implementation.