BILL COLEMAN, MBA, CPAbcoleman@custbsn.com (510-239-3858)

Alpharetta, GAWith a passion for designing and implementing software product that together with traditional and advanced Business Intelligence (BI) meets the strategic goals of the Enterprise I bring management skills to improve competitive performance. I often have delivered software product improved the productivity of users and was intuitive to navigate. A budget system I designed was called “fun to use” by a senior executive. My BI software product included unique analytics and advanced visualizations that provided new insights into customer characteristics and behaviors.

Many of the products and analytics I produced included program/project management to drive the development successfully. Working with my teams, customers and business partners made for successful product. I have been an expert programmer, reorganized departments, managed budgets, written performance reviews and recruited exceptional teams.

I managed budgets up to $5M and led teams of more than 30 associates.

Areas of Expertise:Software Product Design Product Management Business Intelligence Data Warehouse Employee Development Software Development Business Analysis Full SDLC

Professional ExperienceCustomized Business Solutions - Lead Consultant 2008-CurrentServed a variety of clients as a consultant often designing and developing custom and commercial software product usually with a business intelligence component.

First Data Atlanta, GA (4/2016- Present)Product/Project ManagerResult: Designed Executive Dashboard and drill downs to detailed data. Managed teams to develop Salesforce custom applications both for internal and external customer use. Worked with major customers of First Data electronic payments products to ensure the custom product met

their sales and marketing needs.Process: Worked with business units and customers to find optimal strategies. One customer earned over $250,000 per

year in additional business and productivity gains.

Federal Reserve Bank of Atlanta Atlanta, GA (6/2015-10/2015)Program Management Consultant The Bank was in the process of modernizing IT Project and Program Management policies and procedures. The Audit Department wanted to validate that the new PMO was in conformance with industry best practices.Result: Determined that they were mostly implementing the proper framework but had missed some critical

fundamental structures. With recommended additions they were successful and have had no more significant and costly failed development projects.

Process: Reviewed the plan for the PMO and Project Management structures, policies and procedures. Identified steps to prevent recurrence of significant development failures. Provided senior management with a dashboard to monitor and track progress.

Ernst & Young Atlanta, GA (1/2015-5/2015)Product/Project Manager Project to develop Commercial Software. Managed a $3.2MM budgetResult: Produced the commercial version of a software product designed to provide customers with advanced

document management and drive new consulting business. The first release was received well by major Fortune 100 customers in Germany, France and the US. It was

forecasted to drive up to $5MM in new revenue per annum.Process: Managed a geographically dispersed team to develop a cloud-based product. Led the development of Mobile applications for both IOS and Android for the SharePoint 2013 application. Project followed SDLC best practices while using responsive Web design for mobile and laptop users.Nelson Technology San Francisco, CA (5/2013-10/2013)

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Business Consultant, Project to upgrade the recruiting database and reportingResults: In the first 6 months recruiter productivity increased by 5-10%.

Process: Conducted interviews and engaged with company Subject Matter Experts (Staffing Recruiters and Account

Managers) to identify processes and business flows that need improvement. Managed the $350,000 upgrade project working with Executive VP to achieve strategic goals. Developed custom KPI’s to evaluate customer and contractor value.

EV-Charge America, Inc Las Vegas, NV (11/2008 -12/2012)Product Manager/Business Consultant Worked with the CEO of this manufacturing startup to develop best practices information processing.Results: Brought in financial software that extended control over and established forecasting of cash flows reducing

risks by 50%. Designed Web and Mobile applications that would be attractive and intuitive to use by both commercial and

consumer customers.Process: Conducted market researched determining the needs of both commercial and consumer users for features and

information flows. Developed measures for commercial users to predict how many electric vehicle charging stations they would

need based on total electric vehicles sales in the region.

Bally Technologies Las Vegas, NV (4/2008-10/2008)BI Product Manager Project to develop commercial dashboarding BI tool and integrate with Compudigm BI visualization software that Bally had purchased rights to sell in the casino industry. Budget >>$10MMResults: Modified the designs of both products to ensure a consistent, integrated product. First year sales were

predicted to be in excess of $12MM including installation and maintenance.Process: Modified the product specifications to adapt to different technology used by Bally customers. Worked closely with Sales and Marketing executives to promote and demonstrate the product. Formalized Earned Value Management metrics for internal reporting of installation project metrics.

Compudigm International, Ltd. Las Vegas, NV 9/2005-4/2008Director, Product Management Led several functions in this big data Business Intelligence (BI) Visualization Software startup reporting to the CEO. Results: Made the core product more marketable by designing new features to analyze the results of new technologies being

adapted in the casino industry. We were positioned to maintain our lead in the market and later gave Bally additional marketing points when they acquired the product.

Partnered with Teradata’s Retail Specialists my Product team developed unique BI visualizations for Retail brick & mortar and eCommerce sites. We jointly researched the retail market. Gave working prototypes to several potential customers and in final negotiation for new sales of $10MM when the program was cancelled.

Ran several other management functions including contract and vendor management reducing risks caused by contract ambiguity.

Process: Managed the entire R&D program with teams developing prototypes designed specifically for specific potential Retail

customers including CVS Pharmacy, Pep Boys and others. Defined unique Key Performance Indicators for retail and eCommerce customers. Project budgets > $1MM with teams from 2 – 8 members.

Implemented Agile/Scrum methodology across all projects. The project team members were located in the US, UK, New Zealand, China and India.

Worked closely with sales teams from both Compudigm and major partner Teradata to present to potential retail customers R&D prototypes specifically designed to their needs.

Demonstrated to customers how their traditional Business Intelligence software (SAP Business Objects or Cognos) combined with our visualization software to improve their competitive position. Customers increased revenue by up to 5 percentage points (over $10M).

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Customized Business Solutions - Lead Program / Project Manager (Contractor) 1990-2005Lead Consultant Served a variety of clients as a consultant usually designing and developing custom and commercial software product often with a business intelligence component.

JCM Corporation Las Vegas, NV (2004-2005)Organization Consultant Revised IT procedures to better serve operating business unit processes. Centralized IT purchasing with direct

savings in excess of $40K per annum. Served as acting IT Director to reorganize the department, reworked IT policies to provide support to

operating and staff departments, established an IT Help Desk and set up a steering committee of department heads to communicate to IT.

Reorganized the department, rewriting job descriptions and rebuilding team in conjunction with HR.

River Palms Casino Laughlin, NV (2002-2004)Project Manager Led several projects to better understand customer and marketing data Developed methods for data mining and evaluating marking campaigns resulting in eliminating unprofitable

programs saving over $25K / month. Defined business needs and led a team to construct an enterprise data warehouse to meet those needs. Defined Business Intelligence reporting for casino management.

Lawrence Berkeley National Laboratories. Berkeley, CA (1999-2002)Project Manager Built a team of 12 to develop Enterprise software for the Lab to control costs The final product permitted the Lab to produce consolidated budgets, forecasts and planning models for the

first time on a consistent accounting basis. They expected to obtain more than $25MM/year in additional projects as a result.

Managed full life-cycle development of a budget system. Succeeded after the Lab had failed twice before. The final product was offered to sister laboratories for their use.

Had hiring / firing control and wrote performance reviews. Managed budget in excess of $5MM.

Education, Key Technologies and AffiliationsIndustry and Client Experience:Retail, Financial Services, B2B Software, Manufacturing, Telecom and more. Clients included Lawrence Berkeley National Laboratories, Charles Schwab & Co., AT&T, Lucent Technologies, Mellon Bank, Equifax and others,

Education: MBA, Duke University Fuqua School of Business, Durham NC. BA, History, Case Western Reserve University, Cleveland, OH.

Key Technologies: Key Technologies: Agile Methodologies, Oracle, Teradata, SQL Server, ERP, Visual Basic (Ver 2-.Net), VBA, Java, Javascript, C#, .Net, ASP, VBA, SQL (Teradata, SQL Server T-SQL, Oracle PL/SQL), C++, HTML, XML, COBOL, MS Project, SharePoint, Office Visio, Salesforce, MS Access, COM, DCOM, IIS, Active X, Crystal Reports, IOS, Android, Qlikview, SAP Business Objects, Cognos, Tableau, Oracle BI, Oracle eBusiness