Independent
ERP Consulting Services

Alan has a 35-year history of working in the computer software industry, primarily with ERP-based solutions.

Currently, Alan oversees Client Services, Business Development, and Industry Relations. Prior to joining the Panorama executive team, he was President of abas USA. He also served as Chief Innovation Officer at abas Software AG, where his focus was on integrating AI into ERP, serverless computing, business analytics, cognitive applications, and IoT.

Alan has worked for several ERP vendors, including Deltek, SAP, and BaaN. He also spent time as Director of Programs and Technologies at CTMS, a tech-driven logistics provider, and as a senior engineer at TRW Systems Integration Group.

Education:

• Master of Science in Technology Management, University of Maryland

Designations:

• Certified in Business Process Reengineering

Vanessa brings a proven management track record with over 20 years of experience in either a COO or CEO capacity. She has helped organizations achieve growth and transformation through her skills in managing corporate operations and deploying capital and resources. She has led multiple merger and acquisition transactions, as well as turnaround projects.

Vanessa began her career in the late 1990s, serving as President and CEO of a de novo financial banking platform. She formulated and executed the corporate strategy, successfully targeting the multinational Latin American market. She then served as a turnaround COO, implementing cost-cutting initiatives that reduced the organization’s overall production costs.

At Panorama, Vanessa oversees Government Consulting, Human Resources, and Administration.

Vanessa holds advanced graduate certificates from the Harvard School of Business and the Graduate School of Political Management at George Washington University, as well as dual Bachelor’s degrees from the University of California, Berkeley.

Joe is a proven leader and change agent with over 30 years of experience in organizational performance, software selection and implementation, strategic change management, and business process optimization. He has worked across several business verticals, including automotive, manufacturing, professional services, finance, distribution, telecommunications, software, and technology.

Currently, Joe leads Panorama’s Expert Services Practice, managing Organizational Development, Project Management, Expert Witness services, and small Software Selection clients.

Prior to joining Panorama, Joe founded SalesWerks, a strategic organizational change and sales growth consulting firm, and later ProActiveIT Werks, a technology company specializing in technology strategy for the manufacturing and distribution markets. He also established SoftwareWerks, LLC, to focus solely on Software Selection, Implementation Strategy, and Expert Witness Consulting.

Joe served as President of Visual Business Solutions, a gold implementation partner for Infor, with over 750 customers across 15 states using the Infor Visual ERP product. He led the company to be named Infor Channel Partner of the Year twice, implemented change management strategies into all service offerings, and created numerous successful partner alliances and channel partnerships.

Additionally, Joe spent 11 years at Ameritech/AT&T, where he led an internal performance consulting organization, served as Director of Technical Training, and eventually became Director of Human Capital, overseeing 18 offices, 38 managers, and a $10 million operation that hired over 6,000 people per year.

Joe holds an MBA from Northern Illinois University and a master’s degree in management and organizational behavior from Benedictine University. He is a Registered Organizational Development Professional (RODP) and has certificates of advanced graduate study in organizational change management and marketing.

Rich is an expert in implementation project management with a strong focus on best practices and change management. He has worked on projects throughout the Americas and has extensive experience in account management, system integration, resource management, financial management, and operations at global organizations. Rich has served clients in manufacturing, fabrication, industrial distribution, field services, utilities, healthcare, education, retail, consumer packaged goods, and the public sector.

At Panorama, Rich leads diverse teams of independent ERP consultants in software selection, business process management, change management, and ERP implementation strategies.

In his previous roles, he led teams at consulting, software, and technology companies that designed and implemented various technologies, as well as new processes that streamlined key business functions.

Fluent in English, Spanish, and Portuguese, Rich effectively brings diverse teams together to successfully accomplish project goals.

Education:

• Master of Science in Management Engineering, Rensselaer Polytechnic Institute

• Bachelor of Science in Management Engineering, Rensselaer Polytechnic Institute

Designations:

• Certified Six Sigma Black Belt

Geoff is a top-performing business professional with over 20 years of experience optimizing company operations, finance functions, and information systems. He possesses strong project management skills in aligning IT with business needs and creating a culture of teamwork. His passion lies in assessing and identifying strategic business and information objectives.

Geoff has a proven track record of collaborating with business leaders, translating IT needs, and building effective solutions. With experience in manufacturing, distribution, professional services, retail, and government contracting industries, he brings expertise as an ERP functional consultant in selecting and implementing business systems.

He ensures that companies maximize their investments by developing and executing a people/process focus.

Education:

• Master of Science in Technology Management, University of Denver
• Bachelor of Science in Accounting & Marketing, University of Auckland, NZ

Steve is an experienced supply chain leader and ERP project manager with a proven track record of achieving cost savings through supply chain management, strategic sourcing, SIOP, and business process improvement initiatives, along with over 15 full-cycle ERP implementations. He is an international and multi-site supply chain specialist with more than 30 years of experience successfully coordinating global ERP implementation and supply chain process improvement activities across multiple countries.

Steve has held progressive management roles leading significant transformation projects involving ERP software, inventory, production and distribution planning, supply chain management, and warehousing across various industries. He also has experience consulting, managing, and leading Oracle technology projects in sectors including Production & Distribution, Heavy Manufacturing, High-tech Manufacturing, Retail & CPG, Logistics Services, Life Sciences, and Healthcare.

Education:

• Bachelor of Arts in Business Management, Wittenberg University

Designations:

• PMP Certified through PMI
• DASM Certified through PMI
• CPSM Certified through ISM
• CPIM Certified through ASCM

Bill has over two decades of expertise in marketing strategy, direct sales, account management, and C-level management. He quickly understands complex products and services, forges key relationships, and establishes strategic partnerships.

Bill has significant experience in the oil and gas, not-for-profit, banking and finance, and manufacturing industries. He has international business management experience in Asia and Latin America and is conversational in Mandarin and Spanish.

He has managed sales and marketing of ERP systems and eCommerce solutions for 12 western states in the U.S. and has performed software selection with consulting groups serving the oil and gas, medical device, and aerospace and defense industries.

As Director of Panorama’s Expert Witness Practice, Bill works closely with a team of expert witnesses and client attorney firms. He has published expert witness articles in TechTarget and InformationWeek.

Bill also provides oversight on several ERP software selections and implementation projects for manufacturing, distribution, healthcare, and public sector clients in the U.S. and globally. Additionally, he offers subject matter expertise in the energy, oil and gas, and utilities industries.

Education:

• Bachelor of Science (Cum Laude), Fairleigh Dickinson University

Designations:

• Certified Trainer of CRM and eCommerce

Chris has over 22 years of experience as a subject matter expert in enterprise resource planning and supply chain-related projects. He has managed assessments, evaluations, selections, contract negotiations, implementation analyses, project recoveries, and organizational change management initiatives.

Chris has experience on both sides of software acquisitions and implementations, serving as a sales manager, consultant, and director. With this extensive project background, he possesses unparalleled ERP vendor knowledge when it comes market intelligence, pricing, and implementation services.

Education:

• Bachelor of Arts in Economics, Colorado State University

Designations:

• Certified Supply Chain Analyst (APICS Northern Colorado)

Frank is an expert in designing, directing, and managing ERP implementation and integration projects across various industries, including pharmaceuticals, wholesaling, distribution, manufacturing, and retail. With experience working on projects in Mexico, Nicaragua, Honduras, Costa Rica, the Dominican Republic, and Puerto Rico, he brings a wealth of knowledge to the table.

His expertise extends to strategic planning, project management, and procurement and logistics procedures through the implementation of MRP (Material Requirements Planning) tech tools. Additionally, he has experience designing and implementing CRM, sales, and marketing tools, as well as accounting, budgeting, and financial information systems analysis and integration.

As an industrial engineer, he has been exposed to corporate leadership and change management processes, product development and expansion, cash flow models, and financial management. He also has experience evaluating banking products, including standard lines of credit, asset-based lending, credit letters, and factoring, among others.

Fluent in both Spanish (native) and English, he has the ability to align activities across diverse teams to pursue excellence in improving enterprise functions and operations.