Design a better business 

Align business goals with technology solutions to drive process improvements, competitive advantage and bottom-line gains.


Gain a bridge between users and your IT wizkids so the latter really understands what the former wants. Business requirements documentation, also known as functional requirements, is an all important step in designing the right system for your users. provides expert business analysis  services.

I collaborate with users and IT developers to define requirements for new (or improved) technical solutions that will support what users really need to accomplish.


I define business requirements for association management solutionsCRM solutions, and other customer-facing solutions that support marketing, sales, order fulfillment and customer service. These may be standalone, or integrated into other solutions such as accounting and shipping management.

The requirements I define are well-documented, actionable and measurable.

And these requirements act as the foundation for technical consultants to create the technical design needed for the developers.



  • Business strategy.
  • Needs analysis.
  • Business requirements.
  • Functional spec documentation. 


Past projects include:

  • Spearheading an accelerated $300k Personify (association management software) implementation for an association with $15m in revenues while serving in a dual role of business consultant and project management. I determined optimum work flow processes and system configuration.
  • Customizing Personify on a variety of smaller projects to meet specific organizational needs such as creating a specialized process to create new web logins for a trade association site, customizing Outlook plug-in search capabilities, automating monthly payments for YMCA memberships, and more.
  • Enabling the automatic application of promotional discounts to the shopping cart for a $60m association, increasing membership revenues without increasing labor costs to maintain.
  • Warehouse workflow design for small Internet retailer – Designed processes to allow for the rapid unloading of incoming containers to avoid paying late fees for container rental.
  • CRM workflows (especially for for small to mid-sized companies for marketing, sales, order fulfillment, and customer service to provide a consistent customer experience while gaining organizational efficiencies. Includes process definition, requirements definition, and designing customized user screen layouts.
  • Defined revised product inventory processes for mid-sized refinery, in preparation for designing a new product inventory management solution. 
  • Defined new processes to manage online reservations for small RV rental company – Improved customer reservation processes and well as defined revised business requirements for a new online reservation system.



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