Brief History Nurturing Project since 1986
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- Sybil Hunt
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1 5823 Hlmes St., Suite 100 Kanas City, Missuri P: E: Brief Histry Nurturing Prject since 1986 Established in September f 1986, Kevin Miller received his first $25,000 cntract t help a small startup prperty and casualty insurance cmpany successfully develp a unique prcessing and billing system, running n a persnal cmputer netwrk. Therefre, aviding the larger main frame cmputers and assciated csts, a wrking slutin unheard f in thse days. After taking n additinal cntract wrk, especially in the insurance industry, Kevin s cmpany grew, eventually adding staff and ffices in dwntwn Kansas City. This grwth allwed the flexibility and funds t mve int ther industry sectrs including finance, prperty appraisal, distributin and manufacturing, accunting, trade and nn-prfit assciatins. Transitining with the rapid grwth f the cmputer industry and the rapid expansin f applicatins develpment, in the mid-1990s, Kevin saw the need t begin t cnnect and partner with small cmpanies and individual prfessinals, each with their wn areas f expertise. This allwed Kevin and his cmpany t fcus in additinal areas, including the management and facilitatin f infrmatin and accunting prjects, the implementatin f several ppular accunting packages. In additin, wrking with the yung and mre available technlgy f data cnnectivity, Kevin wrked with clients, unable t affrd this tl befre, the ability t cnnect multiple lcatin business sites int ne cmmunicating netwrk. At the beginning f the new millennium, seeing that cmputers, devices, applicatins, and cnnectivity were becming cmmdities, Kevin and his cmpany saw the grwing need t help his clients make gd decisins n the management and implementatin f these tls. Again, using partnerships with and thrugh uniquely talented cmpanies and prfessinals, Kevin advanced his experience and knwledge int the areas f the awaking internet, website develpment, pint f sale implementatin, and business t business cmmunicatin and cnnectivity. Currently, in tday s fast and ever changing inter-cnnected wrld, Kevin, his cmpany and his netwrk f partners are a lean and agile. Tday the fcus is n prject facilitatin, management and cnsulting, bth in and ut f the infrmatin technlgy industry, always with the gal f helping clients make infrmed and strategic decisins. Kevin and My Decisin Tree, LLC cntinue the exciting wrk. The missin and the gal never changed in all this time: t help clients find the right map, path and destinatin t fulfilling their gals. Als, never changing, as always, lking t frge new and prductive relatinships with the many unique and talented cmpanies and prfessinals.
2 My Decisin Tree, LLC Areas f Expertise IT Cnsulting IT Prject Facilitatin IT Management IT Facilities Re-Lcatin Management IT Disaster Recvery Planning Regulatry Data Reprting (examples: Insurance, Manufacturing, and Accunting) Sftware Cmpliance License Auditing Clud based Systems Cnsulting Educatin IT Systems Implementatin including (Facilities wireless cnnectivity, remte server access, device management) Accunting Prject Facilitatin Accunting Systems Transitin (POS, Legal, Manufacturing, Nn-Prfit, Insurance Statutry, General) Accunting Systems Expert: QuickBks (Pr, Premier, Enterprise, Nn-Prfit), Sage One (Peach Tree), Cugar Muntain (Denali), Many Others POS (Retail/Restaurant) Expert Online E-Cmmerce Slutins (PayPal, Amazn, Others) Website Develpment and Integratin (WrdPress, HTML5, DNN, Jmla, Others) Amazn Clud and Web Services Ggle Clud Databases and Web Services Clud Based Systems and Strage Integratin Micrsft Office 365 SharePint Other / Custm Slutins Other Streamlining and creating cmpany cmmunicatin slutins. Streamlining and creating cmpany sftware slutins. Niche Restaurant POS implementatin as part f pening new business / new lcatin. Retail multi-lcatin POS implementatin. 2
3 My Decisin Tree, LLC Technical & Prfessinal Savvy Languages: Legacy - Basic, FORTRAN, COBOL, FxPr/Dbase, C, thers Current- VB/VB.net, SQL, C#, Java, Pythn, C++, Others Framewrks: ASP.Net , MSpec, thers Applicatin Servers: SharePint , SAP, Java 2, Enterprise (J2EEE), thers Databases: MS Access, MS SQL/Azure, MySQL, Oracle, Others Operating Systems: Windws, Mac, Linux (Legacy- Ds, UNIX, Nvell, thers) Tls / Expert: MS Office, Access, MS Office-365,Visi, PwerPivt, Data Analysis Tlkit, InfPath, Micrsft Prject, Adbe Creative Suite, Crystal Reprts, many thers. IT Methdlgies: Traditinal, Agile, Lean Prject Management: Traditinal, Agile, Extreme, SCRUM Persnal: The ability t wrk with technical peple n many technical levels, but als, and as imprtant, the unique ability t sell my cmpanies and partners services then wrk, cmmunicate and implement with anyne frm business wners, CEOs, CFOs, CIOs, cmpany principals, managers and bard members in a way that bridges the level f understanding, ultimately making the cntract a success. Client Types Small Mid Size Businesses (up t $60M 25 t 75 Peple) IT Cmpanies Appraisal Firms Manufacturers Insurance industry Restaurants Distributrs Cnstructin Educatin Assciatins/Nn-Prfits Retail Legal 3
4 My Decisin Tree, LLC IT Cnsulting Services Management / Facilitatin -Cnsulting Decisin Making/Facilitatin: Hands n prject management and/r facilitatin with the gal f bringing a prject, small t large t fruitin. Frm discvery, mapping, resurcing, launch and implementatin, these prjects can be managed cmpletely r facilitated between the established prject manager and client s principals. This may additinally include: Needs assessment with the gal f creating a subset f ptins that best fits what the client needs t accmplish in any particular decisin making prcess. Ptential staff screening, interviews and hiring fr the whle r parts f the infrmatin system departments. High level client and/r bard presentatins t cmmunicate hw the decisin making prcess develped, as well as, the final decisin. General Cnsulting: A sunding bard fr clients, at a high level, t help in the decisin making prcesses invlved in creating, augmenting and changing their infrmatin, prcessing and accunting systems, fr either shrt r lng term structure r the needs f a special prjects. Assist clients t make decisins based n my past experiences. Assist clients t understand future changes in systems, prcesses r sftware and hw these may affect their business and smetimes mre imprtantly assist clients t (NOT) make decisins based n past experiences with systems, prcesses r sftware. A sunding bard fr cmpanies at a high levels including bards t help in the lng term decisin making prcess based n rapidly changing technlgy. Invlved in creating, augmenting r dwn scaling based n a changing client s infrmatin r accunting systems departments fr either lng term structure r the needs f special prjects. Taking Client s ideas and requirements fr prjects, undertake researching these needs with the gal f creating a subset f ptins that best fits with the client s ultimate gal. -Infrmatin Systems Management (Specifically) Shrt Term Departmental Manager: Clients use management services n a temprary basis t augment r substitute an existing infrmatin systems psitin until a replacement can be acquired. Assume all respnsibilities fr psitin until replacement can be fund Assist in the acquisitin f persnnel fr the vacant psitin including screening, interview and final placement. Assist in the transitin a new hire int the new respnsibilities f the jb. Outsurced Manager: Clients f a certain size and need, use my services as a replacement t hiring full time Infrmatin systems manager. Assume respnsibilities f department manager n an as needed basis meeting Structured meetings with high level management and departmental persnnel t deliver finished wrk f the infrmatin systems department. 4
5 My Decisin Tree, LLC Augmented Manager: Hired fr clients that need additinal high level management f a special prject r department t augment existing managers and persnnel. This rle can be vast and tends t be very specific t a client s needs. - Prject Management Prject Manager-Traditinal: Clients use services n a variety f prjects relating t infrmatin systems, accunting and prcessing areas. These services include leading a new prject frm start t finish utilizing client s vendrs, persnnel and ther utside resurces. Prject timelines, budgeting and resurce allcatin. Client prject updates, resurce management Facilitatin f prject implementatin and wrap up. Prject Manager-Internal: Clients use services n a temprary basis t manage a new prject frm start t finish utilizing client s vendrs, internal persnnel and ther resurces. Prject timelines, budgeting and resurce allcatin. Client prject updates, resurce management Facilitatin f prject implementatin and wrap up. Prject Manager-Outsurced: Clients use services n a temprary basis t manage a new prject frm start t finish utilizing subcntractrs, and utside resurces. This type f prject des nt require internal persnnel with the exceptin f departmental head reprting. Prject timelines, budgeting and resurce allcatin. Client prject updates, resurce management Facilitatin f prject implementatin and wrap up. Prject Facilitatin: Clients use services t facilitate between an established prject manager r vendr and a client s principals. Facilitate via prject manager, prject timelines, budgeting and resurce allcatin. Cmmunicatin f prjects prgress t client s principal, upper management and/r bard Facilitatin f prject implementatin and wrap up. 5
6 My Decisin Tree, LLC IT Services Overview Direct Services Sftware Applicatin Design: Clients use services t design sftware t fulfill a need using mdern prgramming languages, applicatins servers and backend databases. Acquisitin f applicatin requirements, applicatin design, flwcharting, and technical directin fr prgramming individual r team. This may mve int a prject management r facilitatin rle. Accunting/ Prcessing System Implementatin: Clients use services t help in the purchase, implementatin f new sftware accunting system. Accunting: Design f chart f accunts, classificatins, invicing/sales rders, payables, and payrll. Data cnversin frm ld legacy accunting/prcessing systems Reprting custmizatin and integratin t utside reprting sftware and applicatins. IT Facilities Re-lcatin Management: Clients use services as a full service r an augmentatin t existing staff t handle all aspects f mving an Infrmatin systems departments r infrmatin systems with in a business frm ne lcatin t anther. Entire prject creatins and management. Inventry, insurance and equipment preparatin Crdinatin f new services and cancellatin f ld with gal f n dwn time. Management physical mve, installatin and setup f system in new lcatin Final truble shting and re-inventry Sftware Cmpliance Audit: Clients use this service t inventry, and research cmpliance with licensing in accrdance with sftware vendr agreements and regulatins. Identify all sftware wned, and all sftware nt in cmpliance with sftware vendr licensing Reprt all sftware licensing issues Help clients get int cmpliance with current sftware licensing 6
7 My Decisin Tree, LLC Wrk Samples Develped integrated billing system fr three different prperty casualty insurance cmpanies. Clients M 20 t 100-Peple Prject- 100k t 1M Resurces- 1 t 5 Develped integrated plicy management system fr tw different prperty and casualty Insurance cmpanies. Clients M 20 t 100-Peple Prject- 100k t 1M Resurces- 1 t 10 Develped plicy management systems fr malpractice insurance cmpany. Clients-50M 60-Peple Prject- 400k Resurces-3 Develped integrated claims systems fr tw prperty casualty insurance cmpanies. Clients-5-25M 60 t 80-Peple Prject- 100k t 400k Resurces- 1 t 3 Develped an integrated accunting system, custmer management and statistical cllectin and reprting system fr tw different general insurance agency with nine innercmpanies, cnslidating all financial statements. Clients-2M 45 Peple Prject- 120k Resurces- 3 Develped integrated prperty appraisal system fr large cmmercial appraisal firm. Clients-5M 55 Peple Prject- 100k Resurces- 2. Currently integrating this same system with a new MS-Excel based reprting and file management system. Clients-7M 40 Peple Prject- 60k Resurces- 2 Develped statistical systems fr insurance cmpanies fr lss management, premium develpment and regulatry reprting. Onging annual statistical reprting. Clients-5 t 10M 40 t Peple Prject- 10k t 250k Resurces- 2 t 4 Develped a cnslidated Material Data Safety Sheet (MSDS) electrnic depsitry fr Natinal Trade Assciatin. Clients-1M 4 Peple Prject- 60k Resurces- 1 Integrated ppular mid-sized accunting systems fr business ranging: Avg. Client size:-550k t 3M 5 t 40 Peple Avg. Prject- 5k t 50k Resurces- 1-2 Insurance Cmpanies, Agencies and Brkers Distributrs Manufacturing Jb/Prject based services, cnstructin, and cnstructin related businesses. Single and multi-user/lcatin retail pint f sale systems. General service businesses Legal Industry handling trust accunting Restaurant POS Nn-Prfit Organizatins, Trade Assciatins IT management and Prject facilitatin fr a variety f business including: Implementatin f 25 retail lcatins fr insurance cmpany Client size:- 5M 200 Peple Prject- 50k Resurces- 2 Implementatin f new netwrk and facilities wireless netwrking fr lcal private schl Re-lcatin IT facilities fr many cmpanies including frtune 100 energy cmpany in Texas frm ne lcatins as it merged int anther lcatin. Client size:-100m Peple Prject- 50k Resurces- 2 Several regulatry mandates fr Insurance cmpanies fr Year 2000 cmpliance. 7
8 My Decisin Tree, LLC Served as IT CIO/high level management fr several cmpanies since 1988 as they transitined t new management, merged r spun ff int ther business. Hired n a cnsulting basis fr a temprary perid as each scenari demanded. Internet, Clud and Web Based Services: Avg. Client size:-550k t 3M 5 t 40 Peple Avg. Prject- 5k t 20k Resurces- 1-2 Back ffice and business t business web access prjects allwing clients t access r exprt data via web fr client s custmer r emplyee needs, including several insurance, cmmercial appraisal, ecmmerce based applicatins. Implementatin f clud based systems fr a variety f cmpanies in an increasing cmplicated market. Facilitatin, design and/r implementatin f websites fr variety f cmpanies since 1995 including: Manufacturing Distributr Insurance Technlgy Cmmercial Appraisal Cnstructin Legal Retail Specialty Educatin Architecture Restaurant Others Bankruptcy Trustee Natinal Prduct Sales Painting Services Niche and Specialty: Pint f Sale system implementatin fr many start up restaurants and new lcatin penings. This includes wrking with cntractr fr build ut in relatin t POS and axillary systems. Cnsulting in POS equipment acquisitin and implementatin. POS menu and sftware setup, training and pening day cnsulting and supprt. Sftware licensing cmpliance fr small t large cmpanies. This is becming mre imprtant as sftware vendrs are fcusing n licensing cmpliance. Created disaster recvery plans fr several cmpanies since Served as a member and/r cnsultant t cmpanies bard f directrs: Prperty Casualty Insurance Cmpany (2), Member General Insurance Agency/Brker, Member Natinal Trade Assciatin, Cnsultant Lcal Trade Assciatin, Cnsultant Lcal Private Schl, Member, President Lss Management Cmpany, Member, Cnsultant Internet Service Prvider Cmpany (2), Member,(VP) Prduct Distributr, Cnsultant Manufacturer Special Retail, Member Entrepreneurial Assciatin, C-funder, President, Member 8
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