Meet Our Independent ERP Consultants

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Each of our independent ERP consultants is trained in our proprietary PERFECTsoftware selection, implementation and benefits realization methodologies to ensure consistency and quality of services during every engagement. Our consultants’ 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.

Jennifer Aldrich – Marketing Lead
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 Allen – Sales Assistant
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.
Ploy Beck – Account Executive
With a strong background in marketing and sales, Ploy excels in interpersonal communication, allowing her to build deep client relationships. As a business development manager for Rustic Pathways in Thailand, Ploy managed day-to-day logistics of program operations and acted as a liaison between western European and Thai staff. Ploy graduated Magna Cum Laude from the Barrett Honors College at Arizona State University with a Bachelors in Fine Arts and Minor in Finance.
Allan Bloom – Director, Client Services
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.
Adam Boyce – ERP Consultant
With more than a decade of experience in project management, logistics and asset management, Adam is skilled at directing highly successful projects across a variety of sectors. Prior to Panorama, he oversaw both commercial and government assignments and served in the Marines as a supervisor in charge of quality assurance. Adam is Lean Six Sigma certified and holds a Masters of Professional Studies and Organizational Leadership from the University of Denver.
Adam Cheatham – Senior Consultant
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. At Panorama Adam has been a critical resource in all facets of our methodology, including Selections, Implementations, Business Process Management, Organizational Change Management and Project Management. He has managed both domestic and international projects at Panorama in industries such as Healthcare, Medical Manufacturing, Heavy Manufacturing, and Food and Beverage Services. In addition to being strikingly handsome, 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.
Samuel Clarke – Business Analyst
Samuel has more than seven years of experience improving business processes, implementing business development strategies, managing and developing Quality Assurance programs and consulting in network implementation and IT strategy solutions for small to midsize companies. He also has a strong background in leadership development, marketing and web design. Samuel has worked with various industry leaders including Hewlett Packard, Experian, United Health Care and JP Morgan, leading teams, focusing on increasing revenue and improving process efficiency. As the Corporate Quality Manager at Teletech, he oversaw the entire Quality program for their largest client and played a major role in developing and implementing the quality auditing process.
Natalie Coury – Account Executive
With more than 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-dankoAdam Danko – Associate Business Analyst
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 recently received his BS in Business Administration with an emphasis in Marketing from the University of Colorado-Denver.
Ian Doubleday – Senior Consultant
With a background in project management, strategic development and intercultural professional communication, Ian is experienced in helping clients identify and mitigate risk, analyze business processes, and develop holistic strategies. He has executed and managed business vertical targeting initiatives as a project manager at Ocean Color group, Inc. as well as analyzed business process and market entry strategies for international companies like Molson Coors International and Opera Software as a consultant with the Daniels College of Business. 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 – Human Resources Manager
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.
Dustin Enlow – Associate Business Analyst
With a strong leadership background, Dustin has a proven track record in project management and economic forecasting. As a universal banker for U.S. Bank, he used U.S. Bank products and services to build strong relationships with clients. Dustin has a Masters in Economics from the University of Alabama.
Rich Farrell – Senior Manager, Client Services
Rich Farrell was raised in the great free state of Oklahoma and joined the Navy directly after high school. After graduation from the U.S. Naval Academy, Rich served in Pacific Fleet A-6 Intruder and S-3 Viking squadrons on seven different aircraft carriers and commanded a squadron during the initial air campaign over Afghanistan in Operation Enduring Freedom. Rich has more than 25 years of experience with program management, improving organizational processes, change management, team development and implementing ERP solutions for public and private sector organizations. His latest ERP adventure was as a Program Manager during an ERP implementation in Yemen. Rich has a BS in Mechanical Engineering, a MS in Physics and a MA in Strategic Studies. He is a certified Program Management Professional (PMP) and a member of the Program Management Institute.
Stephanie Figgins – Business Analyst
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 with a concentration in Management and is currently attending the University of Denver for her MBA.
Sarah Hardie – Account Executive
With a strong background in sales and operations management, Sarah successfully led a team of 35 employees as an Assistant Branch Manager at DIA’s Enterprise Rent-A-Car. 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.
Sandi Green – Marketing Director
Sandi Green has more than 20 years of experience in technology solutions that help companies improve business processes, strengthen security, manage human resources, payroll and financial data. She also has a strong background in developing go-to-market strategies that drive revenue and optimize sales and marketing channels. As a Content Strategist at Ping Identity, she developed the content marketing strategy and production process incorporating marketing data, buyer personas, insights from customers, product marketing and sales. Sandi holds a BA in Sociology from Bucknell University.
Annel Henderson – Controller and Senior ERP Consultant
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.
Mary Kittel – Staff Accountant
With nearly two decades of accounting experience, Mary has performed accounting functions on a varying scale from the day-to-day operations of a small rental property management company processing more than three million dollars in yearly rental income, to being the primary financial assistant to the Director of a Fortune 500 telecommunications firm where she won the President’s Award for Outstanding Customer Service. Mary holds a BS in Business Management from Green Mountain College.
Stephanie Krubsack – Organizational Change Management Consultant
Stephanie has more than seven years of professional experience in manufacturing in the paper and automotive industries. Assignments included working in quality, sales, marketing, CRM, business process improvement, change management, supply chain optimization and implementing business development strategies. She also has a strong background in Lean process improvement, customer satisfaction and government contracts from her role at Oshkosh Corporation in the defense aftermarket segment. While attending the University of Wisconsin-Madison, she was Editor-in-Chief for Illumination, an academic journal produced in print and online on behalf of students, faculty and the Madison, WI community at large. Stephanie holds a BA in History and Integrated Liberal Studies from the University of Wisconsin-Madison.
Andres Macchiavello – Latin America Relations Manager
As a recognized leader in the Latin American market, Andres Macchiavello excels in forming, constructing and directing multi-faceted partnerships in both developed and emerging Latin American markets towards the achievement of prosperity, revenue and growth. At Panorama, Andres increases leadership throughout the Latin American region to ensure Panorama is at the forefront of modernization efforts. He has a tremendous passion for helping modernize the Latin American government and technology platforms in order to compete in today’s global economy. Havingbeen involved in a myriad of government projects, ran high-profile political campaigns in the region and served in many advisory roles for leaders in Peru, Andres has served as a systems manager in banking, manufacturing, and oil and gas sectors throughout his career. Andres has extensive experience in political strategy, negotiations, business development, product launch, marketing, information systems and communications. Some of his clients included Univision and also served as Systems Manager in the banking sector in Peru. Andres has an MBA with specialization in Information Systems from the University of Lima Peru ESAN.
Geoff McPherson – Senior Manager
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.
Simon Mejia – Colombia Representative
With more than twenty years in various business development and management roles at Unisys Corporation, Simon Mejia has directed groups of vendors and coordinating large scale IT project implementation solutions in various industry trade organizations. Based in Bogota, Colombia, Simonis an expert in the local market and its needs in terms of putting together the right solution for medium and large-cap companies to compete globally. Simon works closely with Panorama’s key management in the US office, and the Colombia team of analysts to bring together innovative solutions to Colombia. His broad experience and education positions him as a specialist in providing the right solutions to our Colombian Corporation or government entity. Simon has a bachelor’s degree from EAFIT in Medellin, Colombia in business administration.
Bill NickersonBill Nickerson – ERP Consultant
Bill Nickerson is a consultant on Panorama’s software selection, vendor management and implementation teams. He brings more than 16 years of management experience, eleven of which is in the manufacturing, supply chain management and information technology fields. Areas of emphasis include user training and development, risk management, regulatory compliance, network and system security and end-user support in a multi-site organizations. Bill’s past projects include Chromalloy Gas Turbine Corporation, 1-2-3 Floor, Taylor Made Technologies and Rite of Passage.
David Ovitsky- Associate Business Analyst
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 Palmieri – Executive Assistant and Client Liaison
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 PaulkJanuary Paulk – Senior Manager, Organizational Change and Business Process Management Services
January has more than 14 years of experience improving business processes and implementing business strategies for large manufacturing, technology and business process outsource companies. She also has a strong background in leading multiple teams across multiple locations, identifying client cost reduction initiatives and implementing change management initiatives for large projects. As a Global Senior Manager at TeleTech , she oversaw business process improvements, quality management initiatives and training for a large Fortune 500 company, with multiple locations around the world. January holds her MBA in Business from the University of Denver, Daniels College of Business and is Green Belt and Lead Six Sigma Certified as well as Prosci Certified as a change management professional.
Rick Platz – Manager, Organizational Change
Rick has more than 25 years of leadership experience in branding, marketing, and change management. He has worked with a broad range of leading brands, products and industries, including nearly 20 different Panorama domestic and international clients including manufacturing, consumer goods, medical device, retail, services, aerospace, and restaurants. As a cross-functional leader, he is an expert at leading organizational change management initiatives while applying Panorama’s PERFECT Path processes. His experience as a client and a consultant gives him a unique perspective on the needs of the business and the value of objective and thoughtful guidance. Rick has a BA from Colorado State University and a masters certificate in Organizational Leadership and Change Management from the University of Denver. He is also a Certified Prosci Change Management Practitioner. Rick was raised in Colorado Springs, Colorado, has two wonderful boys and loves the outdoors. He is a part-time ski instructor at Keystone Resort, likes to golf and recently summited Mount Elbert, Colorado’s highest peak at 14, 440’.
Brian Potts – Manager of Business Development
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.
Sally Reif – Account Executive
Sally has more than 20 years of experience in financial management, business process improvement, customer relations and strategic planning in the private, non-profit and government sectors. She also has a strong background in non-profit management and has led several local, national and global projects in various trade and membership associations leading to increased benefits and ROI. As a Project Manager for the Society for Mining, Metallurgy and Exploration, she created the world’s first online library of mining, metallurgy and exploration documents as a collaborative effort between societies around the world. As an Executive Director at the Painting and Decorating Contractors of America, she oversaw business process improvements for multiple projects including the online Learning Management System and Accreditation Program for the association’s Contractor College. As an Air Force Reservist, she has several years of experience in the aviation, healthcare and human resources fields. Sally is Certified Lean Six Sigma Yellow Belt and holds a BS in Technical Communications from Arizona State University and an Associate Degree in Healthcare Management from the Community College of the Air Force.
Daniel Rivero de Aguilar – Business Development Assistant
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.
Samantha Schulze – Senior Staff Accountant
As the senior staff accountant at Panorama, Samantha is responsible for monitoring and maintaining all transactions. Aside from her strong background in accounting, Samantha also studied abroad in London, England, where she gained experience in international business. Samantha holds a Masters in Accounting from St. John Fisher College.
Bill Sebastian – Senior Manager, Vendor Relations
As a management consulting professional, Bill has extensive ERP and MRP implementation experience and more than two decades of experience in relationship management, diagnostics and systems development. He is a certified PMP with a strong background in project management, business process improvement and partner alliances. Bill holds a MBA from the Thunderbird School of Global Management.
ed-spottsEd Spotts – Senior ERP Consultant
PMP-certified with a Lean Six Sigma Black Belt, Ed is a highly successful IT project management professional with a record of accomplishments in the medical device industry. Some of Ed’s past experience includes working as an engineer in R&D, manufacturing and quality at COBE Laboratories and more than 15 years of experience with ERP systems culminating in the global implementation of SAP at Terumo BCT. At Panorama, he is responsible for leading the selection and implementation of ERP systems. Ed holds a MS in Computer Science from the University of Denver, a MS in Engineering Management from the University of Alaska Fairbanks and a BS in Mechanical Engineering from the University of Wyoming.
Christine Thai – ERP Consultant
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 and is currently pursuing a Professional MBA degree at the University of Colorado at Denver.
Greg Trexler – Manager, Client Services
Greg has extensive project management and ERP experience. Prior to managing his own firm, Trexler Consulting LLC., he worked for ten years with Sun Microsystems, finishing as an Executive Project Manager. He has conducted global change management programs for a number of Fortune 500 companies and has global experience in a variety of industries including IT, sales, finance, manufacturing, professional services and engineering. Greg holds a technical degree from the U.S. Air Force and attended the University of Colorado for Advanced Studies in Economics and International Relations.
Kayla Vierzba – Marketing Associate
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 in Prague, Czech Republic where she worked on a marketing project for a large car manufacturer. Kayla holds a BA in Communication Studies and Business Administration from Colorado State University.
Tory Wilson – Associate Business Analyst
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.

Meet Our Independent ERP Consultants, 10.0 out of 10 based on 1 rating