Panorama has built a team of approximately 40 full-time ERP experts at our Denver headquarters. Each of our independent ERP consultants is trained in our proprietary PERFECT software selection, implementation and benefits realization methodologies to ensure consistency and quality of services during every engagement. Their competencies are impressive and include MBAs, EMBAs and Six Sigma certifications, as well as extensive knowledge of ERP software, project management, lean manufacturing, IT strategy and organizational change management. In addition, we leverage a global network of nearly 100 highly-skilled organizational and technical resources to augment staffing based on the specific needs of individual clients. It is a unique approach to consulting, and one that we have found provides the best quality, consistency, dedication and focus over a project’s lifespan.
Although we can’t highlight every member of our extensive team of global ERP consultants, below is a selection of biographies to give an idea of the caliber of talent we have at Panorama.
As a creative and analytical-minded digital content strategist, Jennifer is experienced in writing, data analysis, communication strategy and social media. At Panorama, Jennifer supports all of the company’s marketing and content development initiatives and regularly writes blog posts about best practices in organizational change management and other ERP implementation components. Jennifer holds a BA in Public Relations from Colorado State University.
Kelsey’s strong communication skills and extensive background in customer service contributes to her role as a sales assistant in Panorama’s business development practice. At Panorama she communicates with prospective ERP software selection, implementation, organizational change management and business process reengineering clients and conducts discovery calls to document each prospect’s unique needs. Kelsey holds a BA in Business Administration and Accounting from Kansas Wesleyan University.
With more than three decades of project management and process improvement experience in IT solution development and deployment, Allan has proven an invaluable resource during ERP implementations time and time again. A certified Project Management Professional (PMP), Allan has brought his expertise in areas as diverse as financial services, statistical project control, customer service, process architecture and strategic planning to enterprise and process management positions at Fiserv, Lehman Brothers and AdvizeX Technologies. At Panorama, he concurrently provides oversight on a number of ERP selection and implementation projects for manufacturing, distribution, health care and public sector clients both domestically and abroad. He holds a BS in Management Information Systems from Robert Morris University and is a graduate of the Oracle Fellowship Program.
With a strong background in relationship management and process improvement, Adam Cheatham is a proven program manager and leader. As a program manager and business analyst at DISH, Adam excelled in requirements gathering, project planning, stakeholder communications and training. He also has experience with Six Sigma methodologies and he is adept at economic, political and cultural risk analysis. Adam holds a Bachelor of Arts in Foreign Affairs from the University of Virginia and an International Master of Business Administration from the University of Denver.
Patrick has a successful track record in project and program management, business process reengineering, product development and management, analyzing computer applications and strategic planning. As a solutions-focused professional, he has expertise in creating alliances, team building and staff development. Patrick holds a Masters in Program Management from the University of Denver.
With over five years of sales management experience and an ability to develop deep client relationships, Natalie brings strong communication skills to her role as Account Executive. Her sales management experience spans many industries, including hospitality. Natalie holds a BA in Business Administration from the University of San Diego.
Adam’s business skills come from his work at the Office of the Chancellor at the University of Denver where he implemented and expedited mailing and filing systems using his certification as a Microsoft Office Specialist. He has extensive project leadership experience through his university and has advanced customer relations skills from multiple retail positions. Adam is currently attending the University of Colorado-Denver to obtain his BS in Business Administration with an emphasis in Marketing.
Chris has more than eight years of experience improving business processes, optimizing supply chains, implementing business development strategies and identifying ERP system solutions for manufacturing and distribution companies. In these roles, he also managed cross-functional teams and coordinated relationships with multiple enterprise software vendors. Chris holds a BA in Economics from Colorado State University and is certified as a Supply Chain Analyst (APICS Northern Colorado).
With a background in project management, strategic development and intercultural professional communication, Ian is experienced in helping clients mitigate risk and build their brands. As a Project Manager at Ocean Color Group Inc., he recruited and managed a team to research lucrative verticals and designed a development strategy to identify new growth opportunities. Ian holds a MBA from the Daniels College of Business with concentrations in International Business and Business Intelligence and a BA in Psychology from the University of Colorado.
Stewart Douglass is an experienced human resources professional with a strong background in recruiting and HR analytics. Stewart has most recently served as a consultant at Arrow Performance Group, where he developed orientation programs and helped clients manage organizational change. As an executive recruiter at Ajilon Finance, Stewart designed and implemented a candidate placement initiative that streamlined the job matching process and diminished turnover. Stewart holds a Bachelor of Arts in Psychology from Hobart and William Smith Colleges and a Masters in Business Administration in Strategic Human Resources from the Daniels College of Business.
Rich Farrell is a former U.S. Naval Officer with 13 years of technical and operational experience in military and government entities. As principal engineer and business developer at Cosmic Advanced Engineered Solutions, Rich oversaw business process improvements for multiple projects including the U.S. Air Force and the Department of Homeland Defense. In 2010, he received designation as an Associate Technical Fellow for the Camber Corporation. Rich is a graduate of the U.S. Naval Academy, where he received a Bachelor of Science in Engineering. He also holds a Master of Arts in Strategic Studies from the U.S. Naval War College and a Master of Science in Physics from the Naval Postgraduate School. He is currently pursuing his Master of Business Administration at the University of Colorado.
With a strong background in project management and process improvement, Stephanie is a top tier professional with a proven track record of driving continuous growth. As a Project Manager at Oppenheimer Funds, she led a purchasing project that saved the company $250K annually. With her strong leadership skills, she won both the Chairman’s Award and Key Contributor Award in 2012. She is also licensed in Series 7 and 63. Stephanie attended California State University where she obtained a BS in Business Administration focusing in Management and is currently attending the University of Denver to for her MBA.
Nelson’s expertise in project management leadership and enterprise systems contribute to his ability to manage successful ERP initiatives. He has led teams in delivering full-featured ERP systems in a variety of industries: some of his projects include managing the selection and successful implementation of an ERP system for one of the largest counties in Colorado, leading the selection and implementation of an ERP system for a large Native-American government organization and rolling out a financial ERP system-wide for a multi-billion dollar healthcare organization. Nelson is a certified project manager through the Project Management Institute and holds undergraduate degrees in Finance and information Technology as well as an MBA in Business Administration from the University of Tampa.
Sarah has a strong leadership background and during her previous position as Assistant Manager at Enterprise Rent-A-Car, she was recognized as an MVP for the 200 Club. Fluent in Spanish, she recruited and enrolled adults of limited English proficiency for a bilingual workforce development training program funded by the federal government through the Workforce Investment Act. Sarah graduated Cum Laude with a BA in Spanish and Business from Tulane University.
Kim has a varied background in business development, governance and software delivery life cycle improvements – including ERP technology implementations and legacy conversions – as well as nearly a decade of project management and consulting experience. She has worked with more than 100 companies analyzing and addressing ERP software, organizational change and business process needs in order to provide strategic development and operational enhancements. Kim holds a BA from Eastern New Mexico University and is both a current member of PMI and a certified PMP.
With a bevy of experience at every level of finance and accounting, as well as SEC, tax and compliance reporting, Annel brings a great breadth of financial management expertise to both her internal and client-service roles at Panorama. Over the past two decades, Annel has held positions including controller, CFO, financial analyst and project manager in a number of financial services firms, including MegaStar, CVentures, Assurity Financial Services and The Chotin Group. In addition to her CPA designation, Annel holds a Masters in Accounting and Financial Management.
Geoff has 15 years of experience in project management and operational optimization as well as a strong background in reengineering business processes and aligning IT and ERP initiatives with business needs. Prior to Panorama, he worked for a variety of companies in the mobile and medical device industries implementing IT systems and managing operations and finance processes. Geoff holds a Bachelor of Commerce in Accounting and Marketing from the University of Auckland and a Masters of Technology Management from the University of Denver.
David’s experience working with one of the top-five branding specialists in the USA gave him extensive experience in marketing, corporate brand strategy and communication. Graduating from Colorado State University with a BS in Business Administration concentrating in Marketing and Finance, David is also Bloomberg Financial Essentials Certified. He has held various leadership positions including founding the Delta Eta Chapter of Theta Chi International Fraternity.
Michele has had an extensive career in providing administrative and strategic support to C-level executives. In addition to a long tenure with Samsonite Corporation, Michele has worked with such companies as MDC Holdings, National CineMedia and RE/MAX Professionals. At Panorama, Michele supports the company’s management team, coordinates client services and oversees general office administration. Michele is the key contact when it comes to information about Panorama’s ERP Boot Camps and other corporate events.
January is Lean Six Sigma certified and has a decade of experience using Six Sigma methodologies to analyze and improve companies’ processes. She has extensive experience managing client relationships and programs ranging from SMEs to Global Fortune 500 companies within their implementation, process improvement, and organizational change management initiatives. As a cross-functional leader for global accounts, she is an expert at leading multiple teams in a variety of locations, identifying client cost reduction initiatives, as well as strong program/project management skills including new program launches and project initiatives. January holds her MBA from the University of Denver.
Rick has over 25 years of leadership experience in branding, marketing, advertising, customer experience and continuous improvement. He has worked with a broad range of leading brands, products and industries, including B2C and B2B. As a cross-functional leader, he is an expert at leading organizational change management initiatives while applying Lean and Six Sigma processes including research, testing and measurements. His experience serving on both the client and agency/consultant side of the business enables organizations to achieve growth and market relevance through development of clear and concise mission, vision and values. Rick holds his BA from Colorado State University and is currently pursuing his MS in Organizational Leadership at the University of Denver.
Brian graduated with honors from Daniels College of Business at the University of Denver. He has sales and business development experience in industries ranging from telecommunications to insurance, and has worked both domestically and internationally. He is excited to be assisting Panorama with business development and marketing efforts.
As a business development assistant for Panorama’s private sector and public sector consulting practices, Daniel leverages his strong background in data analysis, business intelligence and organizational structure and governance. Coordinating among business and IT stakeholders to analyze and communicate business requirements, he acts as the head liaison for Spanish speaking clients both domestic and foreign. Daniel holds a BA in Economics and Business Administration from Colorado State University.
Christine has a diverse background in data analysis, budgeting, strategic planning and process enhancement in a variety of industries. In her previous position as a prime brokerage restricted stock analyst at Goldman Sachs, she communicated with external clients and third-parties to evaluate stock eligibility. Christine currently serves as the National Vice President of Undergraduate Affairs of Theta Nu Xi Multicultural Sorority, Inc. and is advisor and co-founder of Next Generation Voices Statewide Nonprofit. Christine holds a BS in Business Administration and a BA in Integrative Physiology from the University of Colorado at Boulder.
Kayla’s strong communication and business experience come from her managerial work for the Director of Facilities at Colorado State University where she prepared multi-million dollar budgets and organized events. She also spent a semester abroad and worked on a marketing project for a large car manufacturer. Kayla holds a BA in Communication Studies and Business Administration from Colorado State University.
With years of experience in corporate accounts payable in a retail environment and hands-on experience with SAP, Tory has led initiatives to integrate EDI capabilities within SAP. At Natural Grocers by Vitamin Cottage, Tory constructed an original database to accurately identify EDI invoice discrepancies for multiple invoices with one purchase order and created ad hoc reports from SAP to ensure new store inventory accuracy. Tory received a Bachelor of Administration in Accounting from Northeastern State University and was involved in the Accounting Society, Lambda Chi Alpha and the Northeastern State Activities Board.
Tyler has defined system and user requirements and managed business process improvement initiates within the financial services and communications industries. Prior to Panorama, he was a business analyst at Verio Inc., a communications company in Denver, CO, where he recommended solutions for enhancements to financial processes and systems. He is in the process of receiving his Six Sigma green belt and is a student in the Health Information Technology Sub-Specialist Certificate Program at the University of Colorado in Denver (UCD). In 2013, he will receive his MS in Information Systems from UCD. He holds an MBA in specialization information systems from the University of Colorado.
Meet Some of Our Independent ERP Consultants,