|
Industry
|
Project
|
Start
Mo/Yr
|
Location
|
Role(s)
|
Project Financial
Results
|
|
Banking
|
Enterprise Data Warehouse
|
May 2005 to Present
|
SLC, UT
|
Program Mgr
|
Directed projects designed to save $100M+
annually.
|
|
Flooring & Carpeting
|
Accounting Software
|
Feb 2005
|
Pearl City, HI
|
Project Director, Sr
Consultant
|
Installed/Instructed
Software
|
|
Home Health Care Providers
|
Pre-Sale Valuation & Job
Costing
|
Feb 2005
|
Honolulu, Kauai, Maui, HI
|
Sr Consultant
|
Cost Savings $62k - Sale
pending
|
|
Food Brokers
|
Accounting Software & Incentive
Plan
|
Jan 2005
|
Honolulu, HI
|
Sr Consultant, Programmer
|
$100+k savings - Implemented
Incentive/Labor Plans
|
|
Convenience Store / Service
Station
|
Sale Planning
|
Dec 2004
|
Logan, UT
|
Sr Consultant
|
Cost Savings $116k - Implemented sale
strategy
|
|
Consulting Engineering
(Civil)
|
Profit & Expense
Controls
|
Nov 2004
|
Salt Lake City, UT
|
Sr Consultant
|
Cost Savings $181k
|
|
Glass Installers
|
Financial Planning
|
Nov 2004
|
Logan, UT
|
Sr Consultant
|
Cost Savings $17k - 2005 financial planning
ongoing
|
|
Consulting Engineering
(Aerospace)
|
Profit & Expense
Controls
|
Oct 2004
|
Farmington, UT
|
Sr Consultant
|
Cost Savings 22.5k
|
|
Go-Kart Family Center
|
Sales & Marketing
|
Oct 2004
|
Clearfield, UT
|
Sr Consultant
|
Implemented Marketing Plan
|
|
Oil & Gas Drilling Equipment
Mfg
|
Job Costing, Labor Scheduling /
Incentives
|
Oct 2004
|
Caspar, WY
|
Sr Consultant, Programmer
|
Cost Savings $92.7k
|
|
Heavy Equipment Sales
|
Pre-Sale Valuation &
Planning
|
Sep 2004
|
Farr West, UT
|
Sr Consultant
|
Cost Savings $44k
|
|
Industrial Filter
Manufacturer
|
Acquisition or Merger
Planning
|
Sep 2004
|
Manti, UT
|
Sr Consultant
|
Cost Savings $99.9k
|
|
Metals Testing Laboratory
|
Job Costing
|
Sep 2004
|
Santa Clara, CA
|
Sr Consultant
|
Cost Savings $87.7k
|
|
Retail Furniture
|
QuickBooks Installation /
Instruction
|
Jul 2004
|
Lihue, Kauai, HI
|
Evaluator, Instructor
|
Reconciled Financials
|
|
Automobile Rental Agency
|
Expansion Planning
|
Jun 2004
|
San Francisco, CA
|
Sr Consultant
|
Cost Savings $293k - 1 new
location
|
|
Cabinet Manufacturer /
Installer
|
Profit & Expense Controls,
Quality
|
Jun 2004
|
Cedar City, UT
|
Project Director, Sr
Consultant
|
Cost Savings $49k
|
|
Electrical Contractor
|
Job Costing, Estate Planning, New Business
Startup Planning
|
Jun 2004
|
Waipahu, Oahu, HI
|
Sr Consultant
|
Cost Savings $70k - New business plan
ongoing
|
|
Resort Ponds
/ Fountains
|
Job Costing
|
Jun 2004
|
Oahu, HI
|
Sr Consultant
|
Cost Savings $116k
|
|
Fire Prevention
|
Expansion Planning
|
May 2004
|
Honolulu, HI
|
Sr Consultant, Programmer
|
Created estimating/reporting
program
|
|
Shipbuilder
|
Job Cost Estimating - Bidding - Customer
Quote Sheets
|
May 2004
|
Port Angeles, WA
|
Project Director, Sr
Consultant
|
Built & installed
programs
|
|
Sign Manufacturer /
Installer
|
Sale
|
May 2004
|
Salem, OR
|
Sr Consultant
|
Company sold $1.8M
|
|
Waste Disposal
|
Org, Strategic Business
Planning
|
May 2004
|
Kahului, Maui, HI
|
Sr Consultant
|
Cost Savings $117k
|
|
Home Builder
|
Financial Analysis & Accounting
Software
|
Apr 2004
|
Sacramento, CA
|
Programmer, Instructor
|
Installed/Configured Financial
Software
|
|
Jewelry Retail Chain
|
Inventory Control
|
Apr 2004
|
Kauai, HI
|
Sr Consultant
|
Implemented Point-of-Sale
system
|
|
Office Supply Store
|
Succession Planning
|
Apr 2004
|
Hilo, HI
|
Sr Consultant
|
Cost Savings $72.58k - Implemented
Succession Plan
|
|
C Store / Gas Station /Tavern /
Casino
|
Budgeting
|
Mar 2004
|
Parumph, AZ
|
Programmer
|
Reconciled Financials
|
|
Music Retail Store
|
Profit & Expense Controls, Sales
Commissions
|
Mar 2004
|
Logan, UT
|
Sr Consultant
|
Cost Savings $112.3k
|
|
Tea Wholesaler
|
Financial Reporting
|
Mar 2004
|
Los Angeles, CA
|
Sr Consultant
|
Cost Savings $21k
|
|
Child Care Center
|
Expense Controls
|
Feb 2004
|
Clearfield, UT
|
Project Director, Sr
Consultant
|
Cost Savings $23k
|
|
Law Firm
|
Financial Planning
|
Feb 2004
|
Colorado Springs, CO
|
Project Director
|
Cost Savings $87k
|
|
Roofing & Siding
|
Job Costing
|
Feb 2004
|
Bellingham, WA
|
Project Director,
Programmer
|
Cost Savings $14.5k - Developed Job
Costing
|
|
Funeral Parlors
|
Financial Planning
|
Jan 2004
|
St George, UT
|
Project Director, Sr
Consultant
|
Cost Savings $51k
|
|
Garage Door Manufacturer /
Installer
|
Acquisition
|
Jan 2004
|
Bakersfield, CA
|
Project Director
|
Developed Pre-Sale
Strategy
|
|
Highway Pavers
|
Pre-Sale Valuation & Job
Costing
|
Jan 2004
|
Red Bluff, CA
|
Project Director
|
Cost Savings $66.6k - Pending
Sale
|
|
Medical Clinic
|
Sale
|
Jan 2004
|
Quartz Hill, CA
|
Project Director
|
Cost Savings $77.8k
|
|
Petroleum Distribution
|
Profit & Expense
Controls
|
Jan 2004
|
Modesto, CA
|
Project Director
|
Cost Savings $4.4M
|
|
Tour Bus Company
|
Maintenance & Schedule
Planning
|
Jan 2004
|
Reno, NV
|
Project Director
|
Cost Savings $186k
|
|
Underground Cable Locators
|
Sale
|
Jan 2004
|
Denver, CO
|
Project Director, Staff
Consultant
|
Cost Savings $54k
|
|
Airport Bldg Const
|
Org, Process Controls, P/E,
Quality
|
Dec 2003
|
Anchorage, AK
|
Project Director, Sr
Consultant
|
Cost Savings $13.4k
|
|
Automobile Body Shop
|
Organization & Operations
Analysis
|
Dec 2003
|
St George, UT
|
Project Director
|
Cost Savings $84k - Implemented Expansion
Plan
|
|
Custom Home Construction
|
Job Costing, Scheduling
|
Dec 2003
|
West Valley City, UT
|
Project Director
|
Cost Savings $184k
|
|
Grocery Market
|
Expense Controls
|
Dec 2003
|
Haleiwa, Oahu, HI
|
Project Director
|
Cost Savings $35k
|
|
Shop Vacuum Manufacturer
|
Job Costing, Scheduling, Sales
Commissions
|
Dec 2003
|
Price, UT
|
Project Director
|
Cost Savings $44.47k
|
|
Tire Retailer
|
Bankruptcy Sale
|
Dec 2003
|
Fairfield, CA
|
Project Director, Sr
Consultant
|
Reconciled Financials -
pre-bankruptcy
|
|
Anthropological Surveyors
|
Profit & Org
|
Nov 2003
|
American Fork, UT
|
Project Director
|
Cost Savings $174k
|
|
Cabinet Manufacturing /
Installation
|
Organization & Operations Analysis +
Sales/Mktng
|
Nov 2003
|
Fairfield, CA
|
Project Director, Sr
Consultant
|
Cost Savings $44.45k
|
|
Caterers
|
Job Costing &
Scheduling
|
Nov 2003
|
Calgary, AB, Canada
|
Project Director
|
Cost Savings $27k
|
|
Electrical Contractor
|
Job Costing, Labor
Scheduling
|
Nov 2003
|
Canmore, AB, Canada
|
Project Director, Sr
Consultant
|
Cost Savings $63k
|
|
Flooring Sales &
Installation
|
Expense Controls
|
Nov 2003
|
Logan, UT
|
Project Director, Sr
Consultant
|
Cost Savings $66k
|
|
Landscaper
|
Job Costing
|
Nov 2003
|
Pearl City, HI
|
Project Director
|
Cost Savings $88k
|
|
Plumbing & Heating
|
Bankruptcy Sale
|
Nov 2003
|
Boise, ID
|
Project Director
|
Cost Savings $9k - Bankruptcy
avoidance
|
|
Veterinary Clinic
|
Sale
|
Nov 2003
|
Waianae, Oahu, HI
|
Project Director, Sr
Consultant
|
Cost Savings $33k - Sale
$1.46M
|
|
Adolescent Rehabilitation
Center
|
Expense Controls
|
Oct 2003
|
Las Vegas, NV
|
Project Director, Sr
Consultant
|
Cost Savings $44k
|
|
Dental Practice
|
Profit & Expense Controls -
Expansion
|
Oct 2003
|
Riverton, UT
|
Project Director, Sr
Consultant
|
Cost Savings $63.4k - Developed expansion
plan
|
|
Grocery
|
Org, P/E, QB
|
Oct 2003
|
Duchesne, UT
|
Project Director
|
Cost Savings $94k
|
|
Home Security
|
Organization & Operations
Analysis
|
Oct 2003
|
McMinnville, Oregon
|
Project Director
|
Cost Savings $58k
|
|
Physical Conditioning &
Therapy
|
Profit & Operations
Analysis
|
Oct 2003
|
Heber City, UT
|
Project Director
|
Cost Savings $44.4k
|
|
Postal Re-mailer
|
Expense Controls
|
Oct 2003
|
Logan, UT
|
Project Director
|
Cost Savings $93k
|
|
Tavern
|
Profit & Expense
Controls
|
Oct 2003
|
Saanich, Vancouver, BC
|
Project Director
|
Cost Savings $11.6k
|
|
Automobile Dealership
|
New Opening - Operational & Management
Planning
|
Sep 2003
|
Nelson, AB, Canada
|
Project Director
|
Cost Savings $136k
|
|
Automobile Repossesors
|
Profit & Expense
Controls
|
Sep 2003
|
Concord, CA
|
Project Director
|
Cost Savings $175k
|
|
Computer Retail Store
|
New Outlet Expansion
Planning
|
Sep 2003
|
San Luis Obispo, CA
|
Project Director
|
Cost Savings $16.66k - Open new
outlet
|
|
Freight & Food
Distribution
|
Costing & Scheduling
|
Sep 2003
|
Victoria, BC, Canada
|
Project Director, Staff
Consultant
|
Cost Savings $117k
|
|
HVAC
|
Sale
|
Sep 2003
|
Victoria, BC, Canada
|
Project Director, Sr
Consultant
|
Cost Savings $87.8k - Sold
$1.4M
|
|
Restaurant
|
Position for Sale or continued
operations
|
Sep 2003
|
Camarillo, CA
|
Project Director
|
Cost Savings $19.8k - Sale
withdrawn
|
|
Steel Fabricator
|
Expansion Planning
|
Sep 2003
|
Bakersfield, CA
|
Project Director
|
Developed Expansion Business
Plan
|
|
Blood Collection /
Distribution
|
Statistical Analysis
|
Aug 2003
|
Phoenix, AZ
|
Project Director
|
Cost Savings $1.46M
|
|
Electronic Circuit Board
Mfg
|
Profit & Operations
Analysis
|
Aug 2003
|
Anaheim, CA
|
Project Director, Sr
Consultant
|
Cost Savings $37k
|
|
Home Construction
|
Job Costing, Scheduling
|
Aug 2003
|
Brentwood, CA
|
Project Director
|
Cost Savings $144k
|
|
Hotel & Restaurant
Resort
|
Sale
|
Aug 2003
|
Sand Point, ID
|
Project Director
|
Cost Savings $67k - Sold
$2.7M
|
|
Landscaper
|
Job Costing, Scheduling
|
Aug 2003
|
So. Lake Tahoe, NV
|
Project Director
|
Cost Savings $54.7k
|
|
Marble & Tile
|
P/E
|
Aug 2003
|
Los Angeles, CA
|
Project Director
|
Cost Savings $70.8k
|
|
Sculptor
|
Organization & Operations
Analysis
|
Aug 2003
|
Heber City, UT
|
Project Director
|
Cost Savings $41k
|
|
Air & Land Courier Svc
|
Acquisitions / Mergers / Expansions + Org,
P/E
|
Jul 2003
|
Vancouver, BC, Canada
|
Project Director
|
Cost Savings $890k, expanded 4
nodes
|
|
Automobile Body Shop
|
Profit & Expense Controls, Job
Costing
|
Jul 2003
|
Woodinville, WA
|
Project Director
|
Cost Savings $56.6k
|
|
Dairy Laboratory
|
Expense Controls
|
Jul 2003
|
Tulare, CA
|
Project Director
|
Cost Savings $46.6k
|
|
Ice Cream Store
|
Sale
|
Jul 2003
|
San Marcos, CA
|
Project Director
|
Cost Savings $56.1k - Sold
$.5M
|
|
Landscaper
|
Job Costing
|
Jul 2003
|
Rocklin, CA
|
Project Director
|
Cost Savings $43.7k
|
|
Pharmacy
|
Pre-Sale Valuation
|
Jul 2003
|
Lacey, WA
|
Project Director
|
Cost Savings $48.5 - Developed Pre-sale
Strategy
|
|
Residential & Commercial Gate
Mfg
|
Profit & Expense Controls + Accounting
Software
|
Jul 2003
|
Valley Center, CA
|
Project Director, Sr
Consultant
|
Cost Savings $102.3k
|
|
Aerospace Component Mfg
|
ISO 9xxx QA Implementation
|
Jun 2003
|
Ontario, CA
|
Project Director
|
Cost Savings $105k - Implemented
QNA
|
|
Auto Body Shop
|
Profit & Operations
Analysis
|
Jun 2003
|
Woodside, WA
|
Project Director
|
Cost Savings $71.8
|
|
Chrome Wheel Wholesaler
|
Sale of Business
|
Jun 2003
|
Anaheim, CA
|
Project Director
|
Cost Savings $11.5k
|
|
Consulting Engineering
(Civil)
|
Merger
|
Jun 2003
|
Edmonton, AB, Canada
|
Project Director
|
Cost Savings $22.5k -
Merged
|
|
Label Printers
|
Profit & Expense Controls, Sale
Planning
|
Jun 2003
|
Anaheim, CA
|
Project Director
|
Cost Savings $97.2k
|
|
Resort Hotel &
Restaurant
|
Sale
|
Jun 2003
|
Springville, CA
|
Project Director
|
Cost Savings $82.2k - Sale
Pending
|
|
Steel Building Manufacturer /
Builder
|
Job Costing
|
Jun 2003
|
Porterville, CA
|
Project Director
|
Cost Savings $163k
|
|
Steel Coating Fabricators
|
Job Costing
|
Jun 2003
|
Salt Lake City, UT
|
Project Director
|
Cost Savings $123k
|
|
Used Car Dealership
|
Accounting Software
|
Jun 2003
|
Sherman Oaks, CA
|
Instructor
|
Implemented Accounting
System
|
|
Automobile Body Shop
|
Expense Controls,
Scheduling
|
May 2003
|
Anchorage, AK
|
Sr Consultant
|
Cost Savings $85k
|
|
Fishing & Canning
|
Business Closure
|
May 2003
|
Blaine, WA
|
Project Director
|
Cost Savings $196k
|
|
Oilfield Construction
|
Sale
|
May 2003
|
Lloydminster, AB, Canada
|
Project Director, Sr
Consultant
|
Cost Savings $119k - Sold
$5.6M
|
|
Towing Operation
|
Sale
|
May 2003
|
Elko, NV
|
Project Director, Sr
Consultant
|
Cost Savings $36k - Developed Pre-Sale
Strategy
|
|
Grocery Market
|
Sale
|
Apr 2003
|
Lake Havasau, AZ
|
Project Director
|
Cost Savings $16k - Sold at loss
$900k
|
|
Grocery Store & Diner
|
Sale
|
Apr 2003
|
Bremerton, WA
|
Sr Consultant
|
Cost Savings $84.9k
|
|
Consulting Engineering
(Civil)
|
Job Costing
|
Mar 2003
|
Olympia, WA
|
Sr Consultant, Programmer
|
Cost Savings $126.7k
|
|
Convenience Store
|
Sale
|
Mar 2003
|
Vernon, BC, Canada
|
Sr Consultant
|
Cost Savings $20.9k
|
|
Roofing & Siding
|
Organization + Profit/Expense
Controls
|
Mar 2003
|
Calgary, AB, Canada
|
Sr Consultant
|
Cost Savings $189k
|
|
Furniture Manufacturer
|
Expansion Planning
|
Feb 2003
|
Salt Lake City, UT
|
Staff Consultant
|
Cost Savings $17k
|
|
Trucking Company
|
Expansion Planning
|
Feb 2003
|
Bountiful, UT
|
Sr Consultant
|
Cost Savings $260k
|
|
Motorcycle Dealership
|
Position dealership for sale or
expansion
|
Jan 2003
|
Manassas, VA
|
Staff Consultant
|
$39.5k cost savings
|
|
Travel Agency
|
Expansion Planning, Sales &
Mktng
|
Jan 2003
|
Vancouver, WA
|
Sr Consultant
|
Cost Savings $39.9k
|
|
Convenience Store
|
Due Diligence
|
Dec 2002
|
Red Deer, AB, Canada
|
Business Analyst
|
Generated Valuation Report
|
|
Sand & Gravel
Wholesaler
|
Due Diligence
|
Dec 2002
|
Manti, UT
|
Business Analyst
|
Generated Valuation Report
|
|
Commercial Flooring
Installer
|
Due Diligence
|
Nov 2002
|
Ferndale, AB, Canada
|
Business Analyst
|
Generated Valuation Report
|
|
Gymnastics
|
Due Diligence
|
Nov 2002
|
Salt Lake City, UT
|
Business Analyst
|
Sale consummated
|
|
Lumber Mill
|
Due Diligence
|
Oct 2002
|
Coos Bay, OR
|
Business Analyst
|
Generated Valuation Report
|
|
Marine Equipment
Wholesaler
|
Due Diligence
|
Oct 2002
|
Vancouver, WA
|
Business Analyst
|
Generated Valuation Report
|
|
Marine Safety Inspections
|
Due Diligence
|
Oct 2002
|
Portland, OR
|
Business Analyst
|
Generated Valuation Report
|
|
Plumbing
|
Due Diligence
|
Sep 2002
|
Astoria, OR
|
Business Analyst
|
Generated Valuation Report
|
