Independent ERP Consultants

Vanessa’s career has been rich with disrupting the status quo. 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 corporate operations and deploying capital and resources. She has led multiple merger & 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 a multi-national Latin American market. Ultimately, she 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% within seven months.

At Panorama, Vanessa leads a team of management consulting experts in assisting organizations with digital business transformation.

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.

At Panorama, Rich leads diverse teams of independent ERP consultants as they perform software selection, business process management, change management, and ERP implementation activities.

In his previous experience, he led teams at consulting, software, and technology companies that designed and implemented various technologies. In these projects, he also implemented new processes that streamlined key business functions.

Fluent in English, Spanish, and Portuguese, Rich 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 when it comes to aligning IT with business needs and creating a culture of teamwork. 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 as an ERP functional consultant in selecting and implementing business systems. At the same time, he ensures companies obtain the maximum benefit from 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

Bill has over two decades of expertise in marketing strategy, direct sales, account management, business, and C-level management. 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.

Bill 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 aerospace & defense industries.

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

Bill concurrently provides oversight on a number of ERP software selections and implementation projects for manufacturing, distribution, healthcare, 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

Christi has an extensive background in change management and in-depth knowledge of ADKAR. She has worked in the private and public sector developing communication, coaching, and resistance management plans and has trained employees, leadership, and executives on change management and effective sponsorship.

Christi was the Change Management Lead for upgrading the electronic medical records system at Centura Health for 17 hospitals and over 21,000 employees. She also spent 13 years with the Colorado Department of Labor and Employment, where she served as an Appeals Analyst, Appeals Supervisor, and Change Management Lead on a consortium-wide effort to build an unemployment computer system for four states.

At Panorama, Christi manages the Organizational Change Management program and has been integral in the continuous improvement of Panorama’s methodology. Specifically, Christi has been a proponent of the importance of business readiness assessments in gaining a deeper understanding of each client’s culture and in aligning a business initiative with an organization’s overarching strategy.   

Education:

• Bachelor of Science in Criminal Justice/Sociology, Wayne State College

Designations: 

• Prosci Certification, Prosci Change Management – Train the Trainer Program