More Than Consultants, a
Trusted Team of Guides

Our consultants are team leaders that are trained and certified project managers and implementation and development professionals who specialize in performance management. Their blend of business acumen and technical aptitude allows them to guide clients on both the business and technology best practices.

Doug Linhardt

PMP – Master of Finance Sciences
VP of Services & Solutions

Master of Science – Finance – University of Denver
Bachelor of Arts – Accounting – Fort Lewis College

PMP Certification
IBM Certified Developer – Cognos TM1 + BI IBM Netezza Technical Mastery Professional

Manufacturing, Healthcare, Technology, Finance, Home Building, Legal, Media & Entertainment, Higher Education, Retail, Distribution, Bio-Tech

Cognos TM1 7.1.3-10.2, Executive Viewer, Cognos BI, Arcplan, Data41 Foundation Series

Microsoft SQL Server, Oracle, IBM DB2, SAP, JD Edwards, Peoplesoft, Lawson, DynamicAX, IBM PureData System for Analytics Powered by Netezza

Lori Yery

Master Information Sciences
Consulting & Training Team Lead

Master of Science – Information Technology and Consulting – University of Texas
Bachelor of Business Administration – Management Information Systems – University of Oklahoma

IBM Certified Developer – Cognos TM1 + BI

Manufacturing, Healthcare, Technology, Defense, Aerospace, Retail,
Bio-Tech, Telecommunication, High-Tech, Insurance Services
IBM Cognos TM1 9-10.2, Cognos BI, Crystal Reports 8.5-10 & XI,
Teradata SQL Assistant, Data41 Foundation Series, Avoka

Microsoft SQL Server, Oracle, IBM DB2, Teradata

California State University System

  • Implemented Financial Reporting and Forecasting based on Foundation series
  • Provided formal user training
  • Provided admin training and ongoing mentoring
  • Assisted with application support
Electronic Gaming
  • Provide multi-day user training
  • Provided remote user training to international staff
  • Developed customized training documentation
Healthcare
  • Provided customized user and admin training
Medical Device
  • Provided TM1 user training
  • Provided customized admin training, with emphasis on security
Pharmaceutical Automation
  • Optimized existing TM1 application for greater flexibility and performance
  • Provided multiple user training sessions on clients TM1 application
Manufacturing
  • Implementation of IBM Planning Analytics in the Cloud
  • Created Financial Reporting, Budgeting, Labor and CapEx Models. Prior to
  • Provided customized user training and documentation for workforce planning users
Healthcare Advanced Imaging
  • Implemented IBM TM1
  • Migrated all Excel-based CapEx and Payroll planning and reporting into TM1
  • Managed application testing in dev and supervised production release
  • Built sales forecasting models
National Insurance Services
  • Designed and deployed Business Intelligence reports for the Office of Finance
  • Developed all user training documentation
  • Delivered user training on IBM Cognos Insight

Keith Power

Architect Team Lead

Bachelor of Science – Business Marketing – University of Phoenix

 

Microsoft Certified Professional
IBM Certified Database Associate – DB2 Fundamentals
IBM Certified Associate – SPSS Modeler Data Analysis
IBM Certified Specialist – PureData System for Analytics
Qlik Sense Business Analyst
Automotive, Non-Profit, Healthcare, Retail, Media + Entertainment
SSRS, SSIS, SSAS (Tabular and Multidimensional), Master Data Services, Advanced Microsoft Excel 03-16, Power BI, QlikSense, Microsoft SharePoint, Informatica 8.6, Business Objects XI R3, Team Foundation Server, Microstrategy 8, IBM SPSS, Roambi, Talend

Microsoft SQL Server 05 – 16, DB 2 10.1|10.5, PureData System for Analytics powered by Netezza, Microsoft Access

Jeremy Brzozowski

PMP- CPA – Master of Business Administration
Consulting Team Lead

Master of Business Administration – Finance & Information Technology – University of San Diego

Master of Science – Information Technology – University of San Diego

Bachelor of Science – Information Systems – Chapman University

 

Certified Public Accountant (CPA)
PMP (Project Management Professional)
CompTia IT Project + Project Management Certificate IBM Certified Developer – Cognos BI + TM1

Energy, Finance, Technology, Hospital, Healthcare, Professional Services, Real Estate/Residential

IBM Cognos TM1 9-10.2, IBM Cognos BI, Data41 Foundation Series, Quickbooks, Horizon Performance Manager

Microsoft SQL Server, Oracle, SAP Business Objects

Joe Pauletti

Architect Team Lead

Bachelor of Science – Information Systems – University of Texas at Arlington

IBM Certified Developer – Cognos BI + TM1
IBM Netezza Technical Mastery Professional

Manufacturing, Finance, Technology, Home Building, Pharmaceutical, Retail, Bio-Tech, Higher Education, Insurance Services

IBM Cognos TM1 9-10.2, IBM Cognos BI, Hyperion Essbase 6-7, arcplan dynasight, Toad, Data41 Foundation Series

Microsoft SQL Server, Oracle, Peoplesoft, Great Plains, IBM DB2, AS/400, IBM PureData System for Analytics Powered by Netezza

Teresa Soito

Consulting Team Lead

Bachelor of Arts – Economics – University of California Berkeley

 

Agile ScrumMaster, Salesforce.com Administration, Qualcomm Management and Leadership Program

Higher Education, Technology, Royalty Licensing, Communications & Logistics, Finance, Media & Entertainment, Construction

TM1, Maximo Asset Management, Salesforce.com, QlikView, Brio, Kenan/Arbor, Wide Orbit, Excel

SQL server, PeopleSoft, Oracle

Chris Maling

Architect Team Lead

National Diploma – Information Technology
University of Johannesburg – Wits Technikon – Johannesburg, South Africa

 

IBM Certified Developer – Cognos TM1, Roambi Analytics Developer

Energy, Software, Finance, Technology, Real-Estate, Pharmaceutical, Telecommunications, Non-Profit, High-Tech

IBM Cognos TM1 9-10.2, IBM Cognos Express, SAP R/3, Cubeware, Roambi, Data41 Foundation Series

Microsoft SQL Server, Oracle, IBM DB2, Informix

Jay Marquez

Consulting Team Lead

Bachelor of Science – Business Management – University of Phoenix

 

Microsoft Certified Professional
IBM Certified Database Associate – DB2 Fundamentals
IBM Certified Specialist – PureData System for Analytics

Automotive, Non-Profit, Healthcare, Retail

Qlik Sense, Visual Studio 2012|2010|2008|2005|2003, SSIS, SSRS, SSAS, Microsoft Excel, Cognos Business Intelligence, Team Foundation Server, Informatica 8.6, Business Objects XI R3, VB.Net, C#, Visual Basic 6

SQL server 2014|2012|2008|2005|2000, IBM DB2 10.1, PureData System for Analytics powered by Netezza, Red-Gate, Microsoft Access