Panorama has built a team of approximately 30 full-time ERP experts at our Denver headquarters. Each of our 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.
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.
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.
Allan Bloom – Director, Client ServicesWith more than three decades of project management and process improvement experience in IT solution development and deployment, Allan has proved himself 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. He holds a BS in Management Information Systems from Robert Morris University and is a graduate of the Oracle Fellowship Program.
Adam Cheatham – ERP 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. 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.
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 Cisarik – Senior ERP Consultant
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.
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.
Chris Devault – Senior ERP Consultant and Vendor Relations LeadChris 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).
Stewart Douglass – Human Resources ManagerStewart 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.
Annalyn Evenstad – Proposal Writer, Panorama Government SolutionsAnnalyn has a background of academic and professional excellence. As a proposal consultant for Evenstad Consulting, she wrote, edited and reviewed proposals for a number of government clients, including Canadian MoD defense vehicle programs. She has a strong skill set in the development of public sector technology and management consulting proposal strategies and the coordination of capture management activities. Annalyn holds a Juris Doctor from Marquette University Law School and a Bachelor of Arts in Journalism, Spanish and International Studies from the University of Wisconsin Oshkosh.
Rich Farrell – Senior Manager, Client ServicesRich 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.
Kim Harrington – Senior Lead ManagerKim 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.
Annel Henderson – Controller and Senior ERP ConsultantWith 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.
Jason Henritze-Hoye – Senior ERP Consultant Jason’s career in consulting includes ERP, strategy and procurement consulting positions working with commercial and non-profit clients as well as cities, counties, states and the Federal government. The depth of his experience leading and managing ERP implementations, software selections and project recoveries directly impact our ability to deliver quality services for our commercial and government contracts. Prior to Panorama, Jason held positions at several big consulting firms advising the Solar, Advanced Technologies, and American Recovery and Investment Act programs at the Department of Energy. Jason holds a BS in business administration and an MBA from the Daniels College of Business at the University of Denver.
Toral Joshi – Business AnalystToral started her career as a software test engineer in India, where she worked with Eclipsys India Pvt. Ltd. (now known as Allscripts Ltd.) for three years. Her duties as a test engineer included all aspects of software testing as well as training development and risk management planning. At Panorama, Toral first was hired as a business research intern to analyze the external market conditions of the ERP sector, forecast market trends and oversee technical and financial feasibility studies. Her current role as a business analyst includes marketing research, ERP implementation data analysis and business case development. Toral holds a Bachelor’s degree in Computer Engineering from India and is currently pursuing her MBA in Enterprise Technology Management from University of Colorado Denver.
Harris Kenny – Business Analyst IAs a business analyst in Panorama’s business development practice, Harris will leverage his strong background in recommending and implementing business solutions for public and private sector clients. He is adept at quickly understanding client needs and objectives and determining areas in which organizational change management, business process reengineering or customization initiatives might bear the most fruit. As a policy analyst at the Reason Foundation, Harris recommended organizational change management activities to executive state and local decisions makers. Harris holds a Bachelor of Arts in Economics from Pepperdine University.
Geoff McPherson – Manager, Client Services
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.
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.
Brevard Neely – Senior Manager, MarketingBrevard capitalizes on more than a decade of experience in public relations, marketing and internal and external communications to her position as senior manager of marketing at Panorama. Prior to founding her eponymous consulting company in 2007, she worked as a senior editor in consumer products for Edelman and a creative director for Mitchell & Associates (both in New York City). She holds a BA from the Colorado College and an Executive MBA from Daniels College of Business at the University of Denver. She also served as the director of development at the Worldwide Fistula Fund, a nonprofit dedicated to maternal health issues in Niger, Africa.
Michele Palmieri – Executive Assistant and Client LiaisonMichele 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 Paulk – Manager, Organizational Change and Business Process Management ServicesJanuary 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 Platz – Senior ERP ConsultantRick 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 Potts – Manager of Business DevelopmentBrian 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.
Christine Thai – Associate Business Analyst
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 West Regional Director of Theta Nu Xi Multicultural Sorority 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.
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 West Regional Director of Theta Nu Xi Multicultural Sorority 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.
Patrick Wheeler – Senior ERP ConsultantPatrick’s career includes more than ten years of experience in enterprise and organizational change management consulting. His most recent position was with Deloitte Consulting as a human capital consultant where he worked with clients to resolve issues related to organizational transformation. He has also served as a technology and organizational development consultant for commercial, federal government, education and nonprofit clients and has worked with senior executives and managers to solve a variety of performance and cultural issues related to business process changes. His federal government work includes clients in the defense and financial services industry. Patrick also has expertise in project management, business process improvement and strategic communications. Patrick holds a Bachelor of Arts in Political Science from Saint Michael’s College.
Tyler Wilson – Manager, Client ServicesTyler 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.
Christopher Wojciak – ERP ConsultantChris brings a wealth of experience in sales, marketing and operations for both commercial and non-profit organizations to his ERP consulting work at Panorama. His leadership capabilities, strategic vision and focus on measurable value is of great benefit not just to our clients, but to the number of boards and associations to which Chris currently lends his time and expertise. Chris holds a BS from the College of Charleston and an MBA from the Daniels College of Business at the University of Denver.
Meet Some of Our ERP Consultants,
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