James Lusk

jlusk@kikinit.com

IT MANAGEMENT & CONSULTING

Expert in CRM Technology Solutions

 

With over thirteen years experience in designing, developing, and implementing business information systems, I have extensive expertise in full cycle project development.   I am a decisive and self-motivated leader that can manage both small and large teams.  I can also successfully deliver full enterprise-wide CRM projects autonomously.  I pride myself in finding solutions to problems and work tirelessly to complete all projects on time and under budget.

 

             During my career thus far, I have led or been a part of over fifty successful projects ranging from small privately owned businesses to global publicly traded corporations.  These projects have provided me with the expanded knowledge to easily acclimate to any environment quickly and be a productive member of the team from beginning to end.  These organizations include healthcare, software development, wealth management, financial services, and manufacturing.  My technical skills include experience with the following languages and packaged software products:

 

 

Tool

Years of Experience

 

Tool

Years of Experience

Visual Basic

15

 

Pivotal CRM

13

SQL

15

 

Crystal Reports

15

VB.NET

8

 

XML

8

ASP

8

 

VBA

6

HTML

8

C#

2

 

 


 

Career Experience (with some project snapshots)

Springsoft Inc., (San Jose, CA. 1/2008-Present)

-       Independent Consultant

-       Integrated Pivotal CRM with Oracle system to keep companies, contacts, and orders in sync with main accounting application

-       Merged data from several newly purchased companies and customized Pivotal CRM to handle requirements of each company

-       Created a new price book structure to handle multiple countries and multiple currencies

-       Setup and administered satellite servers and mobile users globally

-       Setup and customized eService application to handle online support requests from customers

-       Created Excel applications to dynamically generate management reports

-       Created web services to handle calls from other applications

-       Built web pages to dynamically generate reports based on location and security permissions

-       Integrated existing licensing application so that sales and support could generate from Pivotal CRM

-       Technologies used: Pivotal CRM, VB6, VB.NET, ASP.NET, C#, VBScript, ASP, JavaScript, HTML, VBA, SQL, Crystal Reports

Crossbow Consulting (Dallas, TX. 2008)

-       Senior Consultant

-       Society of Petroleum Engineers (Richardson, TX)

-       Provided remote support for entry level customizers

-       Debugged Pivotal CRM Issues

-       Created complex queries

-       Produced training examples

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL

 

Red Clay Consulting (Atlanta, GA. 1/2006-12/2007)

-       Senior Consultant

-       Grantham, Mayo, Van Otterloo & Co. LLC, Boston, MA

-       Extended Pivotal CRM OOB Security model by adding dynamic field level platform which could be changed “on the fly” for entire system using custom built forms and queries

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL


 

-       Novas Software, Inc., San Jose, CA.

-       Upgraded existing Pivotal system to Pivotal v5.9

-       Reconstructed the current system to a state that is easily upgradeable for any future enhancements by Pivotal

-       Reinstated the functionality provided by Pivotal’s typical customer and prospect data structure (e.g., company, contact, lead, etc.) including a consistent field naming convention (i.e., to allow easier reporting and querying)

-       Gained system scalability, performance, and referential integrity through the normalization of tables that were currently malformed

-       Corrected the 4300 invalid Id’s that were currently in the system

-       Reduced sales cycle and additional opportunities closed through more effective automation of sales and service process

-       Transferred knowledge to internal support personnel to ensure efficient support and maintenance of the new system

-       Transported or recreated agents, lists, queries, and reports from the old system into new version

-       Created security in new system

-       Migrated data to new system

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL

 

-       Health Partners, Minneapolis, MN

-       Worked closely  with Pivotal CRM consultants as a sub-contractor

-       Designed healthcare rating engine

-       Designed tables and forms to dynamically manage default values and code snippets to be ran by rating engine based on multiple factors

-       Built “Script Engine” to compile and execute code stored in the database

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL

 

 

-       Intuit, Waltham, MA

-       Upgraded existing Pivotal system to Pivotal v5.9

-       Customized eService application to provide online support to customers from the client’s website

-       Created new decision structure to ensure proper level of support

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL, JavaScript

 

Premera Blue Cross (Seattle, WA.  10/2004-3/2006)

-       Independent Consultant

-       Integrated Pivotal CRM with multiple rating engines (health, life)

-       Created new healthcare vertical used by Pivotal CRM

-       Built and maintained proper indexing on extremely large database

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL

 

 

Red Clay Consulting (Atlanta, GA. 1/2001-10/2004)

-       Senior Consultant

-       Grantham, Mayo, Van Otterloo & Co. LLC, Boston, MA

-       Customized existing Pivotal system to incorporate major organization design change

-       Analyzed and developed complex AppServer rules to configure application for business processes

-       Contributed to database design efforts and modified active forms for database enhancements

-       Created custom scripts to facilitate business rules

-       Acted as the database designer and creator for all client reporting related tables

-       Created active forms to add, modify, and view client reporting data

-       Created elaborate security controls based on current user for data collection and filtering

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL

 

-       Senior Consultant

-       Pfizer, Exton, PA

-       Adapted existing Pivotal system to fulfill major organization design change

-       Analyzed and developed complex Agents to configure application for business processes

-       Provided Technical support and direction for optimizing system to support over 200 mobile users

-       Contributed to database design efforts and modified Forms for database enhancements

-       Created Custom SQL Queries to support sync filters, data manipulation in agents, and reports

-       Customized over 100 Sync Filters to regulate data distribution in reorganized sales force

-       Participated in project introducing account sales concepts based on targeting Customer spend potential

-       Designed and developed Customer and Contact Survey Questionnaires

-       Acted as the database designer and creator for all survey related Tables

-       Created complex agents to calculate summaries for survey information, and contact behavior profiles

-       Created forms to add, modify, and view survey data

-       Created elaborate security controls based on current user for data collection and filtering

-       Technologies used: Pivotal CRM, VB6, VB.NET, VBScript, ASP, SQL

 


 

 

One Community Inc., (Atlanta, GA. 2000)

-       Senior Consultant

-       ING Barings, New York, NY.

-       Designed and implemented custom Pivotal CRM solution for NYC-based prime brokerage firm

-       As Senior CRM Consultant and technical resource, redefined client sales and marketing business processes and developed solution for scalable use across entire sales and marketing divisions

-       Managed a team in the design and implementation of Pivotal CRM system for a leading financial services company

-       Designed an opportunity management module that empowered the sales force to perform their duties with minimal effort.  The new capabilities also improved communications between management and sales staff, and eliminated the weekly task of gathering and formatting data

 

Power Ten Group, Inc., Fort Lauderdale, FL. 4/1999-8/2000

-       Consultant

-     Peachtree Settlement Funding, Atlanta, GA

-       Created custom AppServer rules to allow users to dynamically generate complex calculations based on data collected by sales

-       Created SQL Server stored procedures to move deleted data to an archive system

Inteletek, Inc., Fort Lauderdale, FL. 3/1998-4/1999

-       Consultant

-     Peachtree Settlement Funding, Atlanta, GA

-       Working with two-man team, designed and implemented full lifecycle Pivotal CRM deployment and imported data from a flat file database system to SQL Server to handle entire company’s sales and marketing processes

Immuno Laboratories, Fort Lauderdale, FL. 7/1996-3/1998

-       Programmer/Analyst

-       Created and maintained several large Microsoft Access databases integrated with lab equipment using Visual Basic

-       Recommended company upgrade to SQL Server Backend and Visual Basic Front end and consolidated all data to one location

-       Charged with researching best available CRM package and selected Pivotal V2.0

-       Worked with team of consultants to design and implement Pivotal CRM application