Independent ERP Consultants

Vanessa’s career has been rich with disrupting the status quo to help organizations launch products, execute operational models and build their corporate culture. She brings a proven management track record of over 20 years of experience in either a COO or CEO capacity. She has been able to help organizations achieve radical growth and transformation with her skills in managing overall corporate operations and deploying capital and resources. She led multiple merger & acquisition transactions as well as a few turnaround projects helping organizations achieve radical transformation and increase net profits. 

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 a multi-national Latin American market, and grew the company from 36 employees to over 1,200 employees while maintaining profit margins and diversifying the company’s sources of revenue within 36 months. She then served as a turnaround COO, implementing cost cutting initiatives that drove down the organization’s combined cost to produce by 48% in seven months through the introduction of efficient process flows, deployment of technology and corporate reorganization and organizational development. Currently, she focuses on using her financial, organizational development and operational acumen to assist organizations and governments in operating more effectively to efficiently serve its citizens, employees and customers.

Today, Vanessa leads a team of management consulting experts in assisting organizations with digital business transformation initiatives consisting of enterprise strategy, organizational design and change & business process management. Panorama’s philosophy is about bringing together the People, the Process and the Technology in order provide breakthrough value.

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

Rich is an expert at 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 the manufacturing, fabrication, industrial distribution, field services, utilities, healthcare, education, retail, consumer packaged goods and public sector verticals.

Rich has led diverse teams performing software selection, business process management, change management and ERP implementation activities at Panorama. In his previous professional experience, he led teams at consulting, software and technology companies that designed and implemented ERP, supply chain, healthcare claims processing, human capital management, data warehousing & analytics, digital learning and banking systems, among others. In these projects, he also implemented new processes that streamlined key business functions.

Fluent in English, Spanish and Portuguese, Rich brings diverse teams together – from smaller organizations to Fortune 500 companies – to successfully accomplish project goals.

Education:

• M.S. Management Engineering,
  Rensselaer Polytechnic Institute

• B.S. Management Engineering,
  Rensselaer Polytechnic Institute

Designations:

• Certified Six Sigma Black Belt

Geoff is a top performing business professional and has over 20 years of experience optimizing company operations, finance functions, information systems and project management. He possesses strong skills of aligning IT with business needs and creating a culture of teamwork to drive success. His passion lies in assessment and identification of business and information strategic objectives to solve business problems and maximize operational flexibility, efficiency and performance.

Geoff has a proven track record of collaborating with business leaders, translating IT needs and building solutions. He is recognized as a motivated team builder and leader who thrives in fast-paced, proactive and dynamic environments.

With Geoff’s experience in manufacturing, distribution, professional services, retail and government contracting industries, he brings expertise in selecting and implementing business systems and ensuring companies obtain the maximum benefit from their investment by developing and executing the people/process infrastructure that is required to align with the information technology roadmap.

Education:

• Bachelor of Commerce,
  University of Auckland, NZ

Chris has 15+ years of experience in process improvement, supply chain optimization, business development and ERP selection. He has also managed cross-functional teams and coordinated relationships with numerous enterprise software vendors.

Chris’ achievements in the ERP project lifecycle are born from strong analytical problem solving, organizational skills and an ability to develop and lead productive teams. He has been on both sides of software acquisitions and implementations as a sales manager and consultant. Acting as a subject matter expert in 250+ ERP projects, Chris provides a unique perspective to organizations large and small.

In his role at Panorama, Chris works with clients across the software selection lifecycle, from process documentation and improvement to vendor management to negotiating software license agreements. Chris manages all vendor relationships through the process of long list creation, RFI creation and scoring, short list determination, RFP creation and evaluation, software demonstrations and vendor negotiations. He has extensive experience with dozens of solutions including Oracle, SAP, Microsoft Dynamics, Infor, Workday, IFS, Sage, Epicor, Deltek, Syspro and many others, which makes him a valuable asset to any project.

Education:

• B.A. in Economics,
  Colorado State University

Designations:

• Certified Supply Chain Analyst (APICS Northern Colorado)

Bill has over two decades of expertise in marketing strategy, direct sales, account management, business and C-level management experience. He is adept at quickly understanding complex product and service offerings, forging key relationships and establishing strategic partnerships. Bill has significant experience in the oil & gas, not-for-profit, banking/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 software and eCommerce solutions for 12 western states in the U.S., and has performed software selection with consulting groups serving the oil & gas, medical device and eerospace & defense industries

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

In addition, he concurrently provides oversight on a number of ERP software selections and implementation projects for manufacturing, distribution, health care and public sector clients in the U.S. and globally. He also provides subject matter expertise in the energy, oil/gas and utilities industries.

Education:

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

Designations:

• Certified Trainer of CRM and eCommerce

Laura brings a wealth of global experience to Panorama’s sales team with her knowledge of business and digital transformation. She has translated her leadership and communication strengths to the successful management of people and projects. In addition, Laura has managed the entire software product lifecycle from both the user and vendor perspectives and has experience in the non-profit, manufacturing, healthcare, financial services and education industries.

Laura started at Panorama as a consultant. Now that she leads the sales team, she brings this knowledge with her to the sales process. She quickly understands what prospective clients need and incorporates this when proposing the best strategies for business initiatives. Her passion is bringing together the human resources, organizational change management, business process management and technology elements necessary to manifest her client’s mission and vision.

Having worked, lived and visited hundreds of cities in 32 countries she helps clients think outside the box and adopt best practices from across industries and geographies. She has worked for several well-respected organizations, including Computer Sciences Corporation, Allstate Indemnity Company and McDonnell-Douglas Electronics Systems Corporation.

Education:

• B.A. Psychology, Minors in Business Administration, Text & Tradition,
  Washington University St. Louis

Certifications:

• Six Sigma Green Belt
• Certified Scrum Project Owner