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Ted Brookbank
SVP of Solution DeliveryExperience
Ted has nearly 30 years of technology development, consulting, and executive leadership experience culled from diverse domestic and international assignments. He has championed numerous Enterprise Platform Transformation programs and has built operating entities from inception.
He began his career supporting the wireless industry and has since focused on the broader communications, IaaS, and SaaS markets. As a member of ATG’s Executive Team, Ted captains the Strategic Account Delivery organization. Leveraging years of experience in systems development and solution architecture, he shepherds our clients through strategic assessment processes, ultimately planning and delivering enterprise-wide Quote to Cash platforms.
Ted has been an active participant in the evolution of the subscription economy, initially having worked with the team that deployed the first affordable cellular device, to being at the forefront of the current wave of SaaS-based BSS support systems. Ted has extensive hands-on experience in ERP, CRM, Order Management, CPQ, Provisioning, Mediation, and Billing.
Prior to joining ATG, Ted held senior positions with Convergys, SAP, and Perficient.
Career Highlights
- Led multiple strategic assessments focused on areas including Release Planning, IT Organizational Structure, IT Recruiting, Hiring and Retention, Platform Re-engineering and Platform Selection
- Actively led numerous projects/programs ranging from rapid SaaS based deployments to multi-year ERP deployments
- Served as a Development Director and VP of Consulting Services at Convergys
- Global Account Director at SAP America
Viewpoint
“While many companies may be seen as struggling with setting strategic direction, it is often the case that the true problem is in the creation and execution of the plan. Moving from strategy to execution can be a daunting task, especially when faced with the day-to-day challenges of keeping the lights on.
"This is where we can help not just with breaking the strategy down into tactical initiatives but also with putting in place a governance process to ensure that your organization stays on the path.”
Tom Stergios
SVP of Strategy, IP & OfferingsExperience
Tom has nearly 30 years of experience working with service providers in the Quote to Cash space. His career has focused on the communications, IaaS, and SaaS markets, with a primary emphasis on CRM, Order Management, CPQ, BPM, and Billing. Prior to ATG, Tom held senior positions with Accenture, Axiom, IBM, Cygent, and Convergys.
Tom is a leader of ATG’s Quote to Cash practice and also is General Manager of the Missoula Solution Center. Most recently, he has been working with clients to understand the most effective use of emerging cloud solutions. Over the past several years, Tom has helped numerous organizations understand the evolving options around Cloud CPQ and Billing. Blending best practices from more than two decades in the billing trenches with the vast potential of multi-tenancy, Tom is helping clients define the next generation quote to cash architecture.
Tom holds a BS in Finance from Santa Clara University. He is active with several local charities in Missoula, enjoys all the outdoor activities available in Montana, and is an avid runner.
Career Highlights
- Designed, architected, coded, tested, and operated more than two dozen billing and customer care applications with service provider clients spanning five continents
- Performed billing operations for several communications companies, developing closed-loop bill cycle processes that routinely balanced to the penny. Managed seamless billing and customer care operations through several acquisition events
- Consulted with dozens of clients in the CRM, CPQ, and Billing space to find the appropriate BSS/OSS strategy to fulfill their business objectives. Worked with most of these clients to efficiently execute that strategy
- Developed Service Provider Quote to Cash best practices across People, Process, and Technology that are leveraged to enable ATG clients to optimize their organizations
- Started the ATG Missoula Solution Center in 2011, growing the office to more than 300 professionals, servicing dozens of ATG Clients.
Viewpoint
“Our clients make critical business decisions every day. We help our clients make informed decisions, then help them to execute on those decisions in the most efficient manner possible. I take the role of trusted business advisor very seriously and work closely with my clients to deliver value that impacts their bottom line.”
More from Tom Stergios
Holly Colbert
VP of Solution DeliveryExperience
Holly supports the Business Analysts, Implementation Consultants, and Solution Architects within ATG’s delivery team. This spans resources across all of ATG’s major locations as well as remote workers all over the country. She has over 20 years of IT experience specifically focused on project & program management, process re-engineering, training development, and delivering enterprise software solutions. Holly worked in the pharmaceutical and grocery retail industries before starting her career in Quote to Cash (Q2C) consulting in 2011.
Her primary focus at ATG is building scale for the consulting team. Holly is a firm believer in service leadership and has created a support structure for a growing consultant team while also focusing the team’s and her own professional development on staying current with the ever-changing landscape of cloud solutions supporting the complex Q2C demands in today’s recurring revenue economy. As well, she is extremely invested in the company’s culture and works every day to make sure we can “grow the magic” as the business expands.
Prior to joining ATG she held a variety of senior leadership roles for a Fortune 50 company including leading PMO, enterprise methodology, IT training and development, and several different software development and support teams enabling business functional areas of merchandising, marketing & customer support, retail analytics, finance, and HR.
Holly holds a BS in Biology from Millersville University in Pennsylvania and has a Master's Degree in Instructional & Performance Technology from Boise State University.
Career Highlights
- Played an instrumental role in growing the Missoula Solution Center team from a team of eight consultants to over 90 professionals leading the way in Q2C consulting. Provided thought leadership for everything from recruiting & hiring, to training, to office operations and philanthropy continuing to grow leadership and scalability along the way.
- Participated in numerous cloud billing engagements from scoping and ramp-up to project and program management. Plays a key role in partnership with Aria Systems.
- Ran the IT PMO for an IT organization with an annual budget of $50-70 million – led a team of approximately 40 geographically dispersed project managers and a tools support team managing a portfolio of over 200 projects
- Directed the development, delivery, and management of an enterprise-wide IT Project Methodology following a major merger/acquisition; including the integration of new and existing processes, the development of a website, and the delivery of a comprehensive training program
- Designed and led an IT training and development organization – The team provided training and performance support solutions for new technologies and managed talent development investments from a $2 million training budget for a multi-geographical and multidisciplinary IT team consisting of approximately 1,500 people
- PMP certification 2002-2011
- Received multiple awards throughout career for execution, delivery and leadership
Viewpoint
“Social networking, big data, wireless data consumption, and data-empowered consumers are changing the face of commerce and industry as we know it. These trends are relevant to anyone who participates in the consumer value chain and our ability to envision change, adapt to unexpected change, and enable change will help our clients achieve success in this new frontier.”
Jamie Arnold
VP of EngineeringWhy ATG?
"I came to ATG for the opportunity to build agile QA delivery teams aligned to ATG’s solutions, while also getting an opportunity to help grow a strong technology presence for Missoula."
Experience
Jamie Arnold has more than 10 years of experience delivering projects within Quote to Cash and Product Development. His primary focus is to build and manage ATG’s QA organization that supports all projects in order to promote quality across ATG initiatives.
His team embraces modern approaches to Quality Assurance focusing on where quality can be improved in upstream processes by encouraging quality practices within all roles and all levels of tasks. He enjoys looking for proactive solutions for improving quality that often can’t be found with traditional methods. His team also looks for opportunities to accelerate time to market for projects by leveraging QA and Deployment automation when applicable.
Additionally, Jamie leads QA Program initiatives and participates in strategic and advisory engagements to assist customers in identifying all the considerations needed to execute large-scale digital transformation projects.
Prior to joining ATG, Jamie worked in product development in mobile technology at Hewlett Packard and Palm Inc. His focus was on delivering third-party and carrier software development for upcoming mobile products where he assumed various roles as a Program/Project Manager, Business Analyst, Data Migration Specialist, QA Lead, and agile subject-matter expertise.
Career Highlights
- Started ATG’s Agile QA practice to support IT projects moving into modern SDLC’s Director of Delivery for Quality Assurance growing the team from 0 to 25+ to support all types of ATG engagements
- Embraced changes in technology trends within Quote to Cash to create multiple strategies and tools targeted at different Enterprise SaaS technologies and Monetization domains
- Executed multiple QA advisory and strategic engagements to support clients’ digital transformations
- Led multiple successful engagements within Configure Price Quote, Contract Management, Billing, and Software Development
- Enabled clients to support advanced release and governance methodologies within software development projects using Continuous Integration and Continuous Delivery practices
Viewpoint
“Quality is a key component for successful engagements and ATG takes a holistic approach to ensure quality ownership is embraced by the entire organization. Through the power of teams and collaboration with our clients, our goal is not to simply meet all requirements, but to leave our customers with a solution that all stakeholders can feel empowered and excited about.”
Jorge Watson
VP of Advisory & TransformationExperience
Jorge is ATG’s Vice President of Advisory & Transformation Services. He is based out of ATG’s Missoula Solution Center (MSC). He has been with ATG since 2011 and has provided strategic guidance to a diverse set of clients and helped organizations navigate complex business and technology decisions. Jorge has worked with companies ranging in size from $80 million to $50 billion in revenue. Jorge also works to support several community non-profit organizations.
As a consultant, Jorge helped deliver and sponsor major enterprise transformation projects: agile custom software development, SaaS Q2C implementations, merger/acquisition system integration assessments, enterprise Q2C assessments, and solution architecture support on various SaaS solution design & implementation.
Jorge’s skill set is leveraged to build and guide ATG’s global advisory practice.
Career Highlights
- Project managed delivery of a multi-year custom software solution to replace complex scheduling and CRM application.
- Managed execution of billing consolidation for organizations delivering on a core platform integration after acquisition.
- Delivered Q2C assessment and provided technology roadmap recommendations to support 40% target year-over-year growth.
- Helped to define ATG’s documentation and billing system implementation methodologies through a series of client engagements with the Missoula Solutions Center.
Viewpoint
“The enterprise technology landscape is rapidly evolving. SaaS product offerings within the Q2C space are beginning to take shape and prove out in practice. As more and more organizations look to 'go to the cloud' both in their product delivery and in how they support their customers, they will need to be prepared to handle the shift in their back office. These are areas where ATG is an excellent partner, providing guidance and support to navigate major enterprise transformation.”
Stacy Maloney
VP of Organizational Change Management and Learning & DevelopmentExperience
As a visionary leader in Organizational Change Management (OCM), Stacy strives to enable executives to lead their teams through transformational change. Co-creating targeted OCM scalable strategies in partnership with clients to support unique business needs, she cultivates a collaborative growth mindset within these environments.
With core accountability in leading the ATG OCM practice, she develops her client partners’ change management competencies and accelerates synergistic gains from co-creating client-centered change strategies and execution plans. Her drive for usable solutions and simple design that brings clarity to complex problems has her laser-focused on anticipating obstacles, offering solutions, identifying resources, and influencing others to move toward a common vision or goal. She views her role and the role of the OCM team as accelerators to the adoption of new ways of working.
To navigate the complexity of this work, she draws on her diverse roles of advisor, coach, communicator, designer, facilitator, and process consultant. Her passion for creating an environment for change stems from her intense desire to bring empathy for those most impacted by changes, and create narratives that reflect how to bring about awareness and desire for change, followed by curated learning strategies to work in new ways.
Working with changing environments and emergent needs, she thrives on helping people identify and harness their strengths and seeks opportunities that are at times at odds with the status quo. In her current role as VP of Organizational Change Management, she draws on her experiences to help global teams mitigate business risks and individuals navigate through change during organizational transformations and technology implementations.
Stacy brings over 20 years of experience leading small business and corporate teams and driving business results, affording her opportunities to work with diverse populations from around the globe and learn within each interaction. In addition, she holds a BA in Communication Studies and Political Science from the University of Montana and an MBA from the University of Wyoming.
From 2014 to 2018, she served on the Board of Directors for the Girls on the Run of the Bay Area, a non-profit confidence-building running program for 3rd – 5th-grade girls. She enjoys hiking, skiing, camping, running, stand-up paddleboarding, and most things that land her in the mountains.
Career Highlights
- Established and led the Center of Excellence for Change Management within the GapTech Product Management organization, an enterprise change practice that delivers global technology solutions for business.
- Supported the CIO on the Old Navy spin-off project and created change management strategies and execution plans that encompassed the technical activities required to establish Old Navy as a separate company for 20 global functions and 60,000 employees.
- Developed OCM courses for the University of Montana MBA program and corporate development partners to enable leaders to create OCM strategies for diverse programs, ranging from small non-profits to enterprise change initiatives.
- Created OCM strategies and executed plans for Gap global teams and leaders during global re-organization designed to harness and maximize efficiencies and align work to new roles for teams relocating from Europe, Japan, and China to NY.
Viewpoint
“Projects are meant to be temporary, but your success shouldn't be. That is why my passion is enabling leaders and teams to adopt and adapt to new ways of working. Too many companies focus on picking the “right” or “best” tool or process but struggle with the people side of change. In each interaction, I strive to lead with empathy and tell the story of the experiences of those navigating change through executive support, communication, learning, and adoption strategies to truly maximize the value.
"For most of us, change is rarely easy, especially when it seems to be happening “to us” in the workplace. Research shows that well over half of all changes in the workplace fail and that employing effective and holistic Change Management strategies, along with effective execution of those strategies, improves project success rates by 5-6X. Driving change management strategies for global businesses and cultivating collaborative team dynamics, I have committed to fostering growth mindset environments. And ultimately, change."
Sonia Flamm
VP of Alliances & IPWhy ATG?
"The people and culture behind this company are amazing and I immediately knew I wanted to be a part of it. I’ve always loved a challenge while also feeling valued for your hard work. At ATG, you get all of that."
Experience
Sonia is Vice President of Alliances and Intellectual Property (IP) within ATG Cognizant's Strategy and Corporate Development group. Sonia has been with ATG since 2016 and has held various positions across delivery including Practice Leader, Project Manager, Solution Architect, and Lead Trainer. Sonia has been a pivotal leader in helping grow and scale ATG's Salesforce Practice to become a top SI for Salesforce Revenue Cloud implementations.
Today, Sonia and her team are responsible for managing ATG Cognizant's portfolio of ISV partnerships and maintaining intellectual property. Sonia owns the Salesforce partnership for ATG and provides strategic oversight for the 360-degree relationship with Salesforce.
In addition to her role for ATG Cognizant, Sonia is the Group Leader for the Missoula Salesforce User Group and aspires to bring more attention and jobs to Montana through Salesforce education and outreach.
Career Highlights
- Oversight to 300+ Salesforce implementations
- 9x Salesforce Certified and Salesforce Instructor Certified
- 30+ public speaking events including 4x Dreamforce, TrailheaDX, and 5x Quote2Cast speaker and host
- Sales Cloud and Revenue Cloud Partner Advisory Board member
- Aided in the development of Salesforce CPQ & Billing implementation methodology for ATG and Salesforce
- Salesforce Billing Evangelist
Viewpoint
“I feel very fortunate to love what I do. ATG provides a competitive environment in which you get to work with a variety of clients, helping them solve hard problems while also improving their technologies and processes. Not to mention, the people at ATG that I have the opportunity to work and collaborate with amaze me every single day and truly represent the power of teams."
Bill Plummer
VP of Solution DeliveryExperience
Bill serves as Vice President of Delivery, leading delivery teams managing complex projects and account relationships. In this role, he oversees ATG’s Delivery Assurance practice whose key responsibility is to drive project and program success via ATG methods and tools and to ensure timely delivery of client solutions.
He brings over 25 years of experience in custom package software implementation and program delivery, consistently achieving high-level client satisfaction. Bill has spent nearly 15 years managing the creation of multifaceted, highly integrated business solutions on the Salesforce platform and surrounding ecosystem as well as driving Quote to Cash programs in extensive enterprise and mid-market companies.
Prior to ATG, Bill’s background included diverse roles in professional services and delivery management with technology startup organizations, Big 4 consulting, and the Fortune 500. He commands extensive hands-on experience in ERP, CRM, Order Management, SaaS, Mobile POS, Subscription Services, CPQ, CLM, and Billing.
Having designed, built, and managed cross-functional teams in multiple industries and solution strategies, Bill is recognized for his ability to communicate and coordinate across organizations – from client sponsors and executive leadership to engagement managers, solutions architects, business unit leads, and program managers.
Raised in Atlanta GA, Bill is a graduate of Emory University and Georgia Institute of Technology. On weekends, he suffers through long morning runs so as to earn relaxing afternoons boating and wake surfing with family and friends.
Career Highlights
- More than 25 years working with internal and external stakeholders to incorporate earned expertise, leadership, exceptional methodologies via emerging technologies
- Proven directorship in planning, hiring, developing, and managing multi-functional teams through the software development lifecycle, as well as large-scale hardware, software, and service solution deployments
- Deep experience developing and cultivating relationships and driving alignment of stakeholders through sales process and entire project lifecycle
- Created and implemented a state-of-the-art Quote to Cash business processes on the Salesforce platform for a subscription start-up organization within a Fortune 500 company, including online commerce, subscription order management, billing operations, customer care, and internal IT teams
- Functional expertise includes delivery assurance and program management as well as business process transformation, change management, and account management
Viewpoint
"Motivated by the pace and dynamic nature of technology, my principal goal is to bring thoughtful process to each client relationship and demonstrated methodology to every solution. After years of leading Quote to Cash and subscription management business transformation projects on a custom Force.com platform, Zuora, and Apttus, I was thrilled to join ATG and pursue their focus on Salesforce.com CPQ and Billing delivery. "Staying on the platform and utilizing Salesforce’s Revenue Cloud solution is by far the most robust option for clients looking for world-class tools to enable their Quote to Cash business processes, and I’m proud to lead our exceptional Delivery Assurance team as we assist clients in achieving their objectives."
Derek Magnusen
VP of Implementation Consultanting & ArchitectureWhy ATG?
“ATG’s focus on their people and customers was a natural draw for me. It’s a place I can be myself and bring my passions to work every day. Our work is challenging, but it has enhanced my abilities much further than I could have hoped for."
Experience
Derek has spent the last 16 years leading effective teams across various industries and has brought his leadership abilities to ATG as a Team Lead, Practice Lead, Executive Director, and now VP. In the Quote to Cash space, Derek has individually contributed to implementations across four different cloud solutions in both technical and leadership roles. With a well-rounded skillset in Quote to Cash transformation projects, Derek can add value in any role within a project and now spends the majority of his time mentoring others.
As VP of Implementation Consulting and Architecture, Derek leads a team rich with diverse skillsets. Within his team, he supports the following roles within ATG’s Implementations: Solution Architects, Implementation Consultants, Business Analysts, Release Engineers, and Practice Leaders. Each of these roles plays a pivotal part in the success of our projects at ATG and this group is operating across our various ISV Partners including; Salesforce, DocuSign, Xactly, Gotransverse, Conga, and several others.
As the leader of the teams mentioned above, Derek is focused on maintaining a high level of delivery consistency and quality across all the functional areas. He is also focused on responsibly scaling these roles to meet the rising demand of our customers across the globe. The team currently has resource capabilities across the entire US with global expansion happening in EMEA. Derek is focused on growing teams that take pride in their work while maintaining a healthy balance and taking care of themselves as people first.
Career Highlights
- Experience in Gotransverse Billing, Aria Billing, and Salesforce Quote to Cash
- Led several enterprise billing transformations to successful completion as a project manager, business analyst, implementation consultant, and architect
- Formerly Practice Lead for ATG’s Gotransverse billing practice
- Successfully scaled large teams of consultants with many different technology focuses
- Played roles in both onboarding and growing current ISV partnerships
Viewpoint
"In any business, success or failure is tightly connected to the quality of people you have running your organization. Everything I do comes back to people, and this perspective is widely shared at ATG. We care first and foremost about our people and we empower them to care about the people we work with. We care deeply about the success of each of our customers and take pride in the lasting relationships we foster with our clients and partners."
Michael Newman
VP of Solution EngineeringExperience
Michael has more than 10 years of experience leading teams organizations across a wide variety of technology landscapes from web development to Quote to Cash consulting. Michael was the leader and role model for First Call Computer Solutions' web department success; he drove behavior, spirit, and effective applications of systems, materials, and personnel. Michael also held himself and the team accountable for proper operation and achievement of the web department's revenue, margin, and expense objectives.
After 5 years with First Call Computer Solutions, Michael decided to continue pursuing his passion for technology in a different landscape working with larger enterprise customers. Michael started as a business analyst (BA) for a custom web development project with Advanced Technology Group and quickly migrated to the lead BA and implementation consultant roles for an Aria billing project. Along with delivering as a BA, Michael evolved into a Solution Architect for Salesforce CPQ project and has since demonstrated his abilities as a solution architect for a Salesforce Billing Quote to Cash projects.
In addition to his strong technical capabilities, Michael leads a group of 11 highly skilled consultants as they work through a wide variety of implementations across Aria, goTransverse, and Salesforce Quote to Cash. Michael’s passion truly lies in helping mentor and support individuals as they work through an ever-changing Quote to Cash landscape.
Career Highlights
- Aria Billing Certified; Solution Architect
- Salesforce CPQ Blue and Brown Belt Certified; Solution Architect
- Key scaler in the Missoula office playing a key leadership role in building the team and growing other leaders
- Has met and spoken with Jay Allen, Director of Marketing at ATG
Viewpoint
"Billing is hard! But through passion, grit, and a little bit of luck we have seen what the power of teams at Advanced Technology Group can truly accomplish when we put our clients first and check our egos at the door."
Chad Borer
Executive DirectorExperience
Chad is an IT Solutions Architect over 15 years of experience designing, implementing, and maintaining integrated technology-based solutions with a focus on process-first results. For the past 7+ years, he has focused on the Salesforce platform, specifically in the Quote to Cash, CPQ, and Billing functional areas. He continues to lead implementation teams ensuring designs are well-executed to ensure the successful delivery of projects.
Career Highlights
- Lead Solution Architect for 20+ successful Salesforce CPQ implementations
- Alongside some very bright people, founded and built the quickest company to reach Salesforce’s Platinum Partner status
- Currently serving as one of four Salesforce Practice Leads overseeing all ATG projects on the Salesforce platform
- Earned BS degree in Management Information Systems from the University of Georgia
- Coached Grady JV to a 2015 Georgia State Division II USA Ultimate championship
- AJCC Sportscamp Racquetball Champion Summer 1996
Viewpoint
“Always ask the question that you want to ask when you want to ask it. 'Follow your heart, kid, and you'll never go wrong.'”
Kymberly Corwin
Executive Director of Aim Higher Training ProgramExperience
Kym works in a vast number of areas within ATG. She is key to all aspects of the Aim Higher Training Program and shares responsibility for the professional development and performance of its 200+ team members. Because of her previous experience heading the Missoula recruiting team, she continues to be engaged as it relates to identifying, retaining, and supporting talent across all teams.
Kym is also responsible for all projects related to Post-Implementation support for Billing, CPQ, and CRM solutions through ATG’s Application Support offering. Her primary focus includes mentoring, resource planning, project oversight, and business development.
Prior to joining ATG, she worked within the dairy and commodity training industry. In addition to her work at ATG, she also leads the Missoula Highland Dance program teaching Scottish Dance to children and adults in the Missoula community.
Kym holds a BA in Organizational Communication Studies with an emphasis in Rhetoric from The University of Montana in Missoula.Career Highlights
- Directly impacting business processes through her former experience at ATG as it relates to Aim Higher team members through training and upon hire. Proven success in achieving high retention numbers across the team and providing continued career development for team members.
- Part of the original team to plan and initiate the 12-week All-In Missoula (AIM) training program in 2018. Started with 30 students in one Cohort and have recently completed the 7th cohort with focused planning expansion beyond Missoula, MT.
- Managed Services Practice Leader (approximately 25 team members); focusing on the power of teams, employee development, training, client success, strategic development, and business growth. Kym was one of the primary co-creators of ATG’s Managed Services team, creating entry-level and part-time job opportunities.
- Team Lead – lead a team of 25+ analysts on an 18-month data analytics and content development project providing team leadership and project management through four phases of the project. Kym also created reusable training content throughout the duration of the project and was able to scale up analysts quickly as the project and client demanded.
- Missoula Solutions Center Talent Acquisition Specialist – responsible for coordinating and conducting interviews and recruiting-related events, participating in hiring decisions, and the growth of the Missoula office.
- Internship Founder/Coordinator – coordinated activities related to the MSC’s summer internship program. Provided mentorship to interns and guided advisors throughout the duration of the internship. Maintained and created relationships with clients and community members. Implemented first high school internship with plans for expansion across local high schools.
- Co-Found and co-Lead atgSHE [Successful. Happy. Equal] – ATG’s women’s affinity group encouraging and promoting equality for everyone who works at ATG with a focus on women in technology.
Viewpoint
"I have the opportunity to surround myself and work with some of the most talented people I’ve ever met. To see everyone come together and brainstorm solutions for our clients – sometimes it’s like seeing magic firsthand. The collaboration, the support, and then, the results. Solving complex puzzles for our clients has to be one of the best rewards – especially knowing we did it together.
"Give our team a challenge, a problem to solve, and we’ll find a way to make it work. That’s the fun part, working together, solutioning, creating new processes, and improving old ones. That’s when we work best – together. It’s hard, it’s often really hard, but that’s what makes it so rewarding.”
Melody McGloin
Executive DirectorExperience
Melody has 24 years of business experience in Communications, Management, Training, Salesforce, Project Management, Customer Service, and Sales that all combine to deliver exponential client value. Her years of experience managing Salesforce CPQ implementations in multiple industries ranging from manufacturing and financial services to health care and telecommunications gives her the breadth of knowledge needed to overcome challenging multi-solution connections.
Her career started in telecom at Verizon, where she performed various roles from sales to service to fulfillment support to customer advocate before landing as a Training Manager. She participated in a legacy system to Oracle system transformation project that pivoted her into a technical business analyst role. That project led her down a career direction of technical training and facilitation. She worked in this avenue at PlumChoice for over six years, facilitating onboarding training for a rapid-growing call center vendor as gaining knowledge of repeatable processes for various clients, delivering training to a global team, and scaling to support technical program management.
After supporting an internal project for a tech support application, she realized her strength of business analysis and program management and entered the Salesforce Consulting space in 2015. At Coastal Cloud she managed a multi-phase, multi-cloud project through to deployment across a global platform. In 2017, Melody joined Code Zero team members as they built a Salesforce practice focused on Quote to Cash. Throughout her tenure, Melody managed many implementations of Salesforce CPQ and Salesforce Communities, wearing hats of implementation, advisory, and business development in those accounts. As a result, her portfolio includes support and oversight for over 30 enterprise-sized projects and programs in just under three years.
Career Highlights
- Acted in business analyst and advisory role for a major telecommunications system transformation, prioritizing requirements for stakeholders across call-center and provisioning teams
- Managed implementation of complex custom applications through multiple phases of their program for a global education company, remediating efforts from where a previous team was stalled/delayed in custom development, transforming efforts into an on-time on-budget delivery cycle.
- Managed project cycles for multiple phases of CPQ implementation for a major telecommunications provider, advisory services for process optimization
- Managed project cycles for multiple phases of CPQ and Communities for a major manufacturing tech support team; including project and process advisory services
- Managed relationships with Salesforce account managers and success team members across several enterprise implementations, including high priority and key accounts
- Managed multiple phases for financial services customer through their CPQ implementation cycle, inclusive of complex custom development efforts
Viewpoint
"Successful projects are defined through a specific beginning and an end. The success of a Revenue Cloud implementation most often includes a continuous transformation component, for ongoing change, where the end transitions a team to their next section of work. Simply stated, most businesses I’ve worked with over the years are continuously adapting, and their CPQ platform should be as agile as their business requires. Build programs of scale by planning for the long term and focusing efforts on short-term wins."
Mitch Colyer
Executive DirectorExperience
Mitch's career is grounded in ATG's delivery team, where he has matured from a "boots on the ground" Implementation Consultant (IC) to Solution Architect (SA) and Quote-2-Cash Subject Matter Expert (SME). Mitch provides a unique blend of skills, marrying rigorous business analysis expertise with application-specific solutions and industry best practice thought leadership.
Mitch's skillset is a rare blend in the delivery realm, serving as a cross-platform solution architect on the Salesforce, Gotransverse, and Aria billing platforms.
With his extensive focus on delivery, Mitch understands the importance of addressing business requirements systematically with an executable plan. In addition to best practice recommendations and application-specific designs he delivers on his project, Mitch is keen on charting the course from design document to post-go-live. Adopting a new - and often foreign - system is a daunting undertaking, and Mitch prides himself on his ability to guide all teams from day one to the finish line.
When not working, Mitch is an avid outdoorsman. He is happy to be plopped down in the middle seat of his drift boat rowing friends and family all over Montana's rivers when the weather permits. When not on the water, he enjoys archery hunting, skiing, and ultra-marathon running (as much as one can enjoy that last one).
Mitch also covets a nice warm bowl of applesauce.
Career Highlights
- Solution Architect and project team member receiving Salesforce Partnership Innovation Award
- 2x Dreamforce speaker on Salesforce Billing-related topics
- Salesforce Billing trainer delivering training content in the United States and Australia
- Global billing systems roll-out and new product offerings across North America and EMEA regions
- Assisted in development of SF Billing revenue recognition unmanaged package, aiding in the ever-complex integration between billing and finance applications
Viewpoint
"Technology projects are difficult, and you're kidding yourself if you think otherwise. I find great value in solving quoting, ordering, and billing problems that result in a high ROI without losing sight of the importance of strong project governance and the right technical fit. SaaS and PaaS billing systems are a new breed of application, enabling organizations to operate more nimbly as consumer expectations continue to shift. In order to realize the maximum value from these systems, project teams must bring to bear a laser focus on business analysis, an executable design, and rigorous quality assurance.
"I value teamwork over skill in any discipline and believe a sharp team can have a profound impact on the transformation of a company's back office. I enjoy working on an ambitious team that is constantly challenging all members to think deeper and grow their skills."
Christina Palma
Executive Director of Organizational Change ManagementWhy ATG?
I wanted to come to ATG to be a part of a close-knit organization that aligned with my values and bring my experience of building high-performing teams here. I am excited to grow and scale the change management practice. After spending over two decades in the retail sector, joining ATG to focus on Quote-To-Cash supports my passion for always learning and growing as an individual and as a leader.
Experience
Christina is a dynamic, results-driven leader with proven success co-creating change management strategies for global digital transformations and a commitment to continuous improvement. She focuses on enabling executives to lead their teams through transformations, building broad networks to ensure the right stakeholders are identified and engaged throughout the journey, and developing human-centric strategies and plans that put the focus on the people who need to adopt the new ways of working.
She is passionate about inspiring and developing others to maximize their potential and ensuring the right people are in the right roles to achieve success. After 20+ years of experience in the retail sector cumulating in leading a change management team at a top apparel retailer, Christina joined ATG to help build and scale the Change Management organization.
Career Highlights
- Built and led a high-performing team of 10 change managers responsible for the change management strategies, plans, and implementation for eight domains and 20 tech. stacks
- Designed and led the change management strategies and plans for a multi-year, multi-technology transformation inclusive of new mobile devices and new omni-fulfillment, POS, inventory management, communications, and workforce management applications. Hired 3 change managers to support application workstreams.
- Created Change Management Operating Model and Methodology for Gap Inc. in partnership with other leaders in the Center of Excellence.
- Designed and developed communication hub for Marketing and Ecommerce transformation providing access to communications and training for over 1000+ employees.
- Led the creation of a brand-new virtual training model for a Product Information System implementation in a new remote environment at the height of the COVID pandemic. The strategy included a mix of micro learnings comprising of e-learning, videos, and simulations to drive engagement and comprehension, as well as instructor-led training leveraging Zoom and Kahoot to drive in-session and post-session engagement.
Viewpoint
“Change is hard but when people don’t understand why the change is happening and how it affects them, it makes it harder than it needs to be. My goal in any engagement is to help clients realize successful outcomes by leading with empathy for the individuals going through the change, ensuring there is active and visible sponsorship of the change, and co-creating the right strategies and plans for individuals to successfully adopt the new ways of working.”
Joel Sisk
Executive DirectorWhy ATG?
"I started out as 1099 with ATG, performing CMMI process improvement at a major telco. I quickly noticed the fact that ATG employs extremely talented resources and wanted to be more involved. While my journey to join the organization took a few twists and turns, it was clear that the growth potential in ATG’s focus on the Monetization Ecosystem was a place I wanted to join."
Experience
Joel has nearly 25 years of experience in high-tech fields with progressive growth of responsibility. He is currently a recognized leader in ATG around Agile methodologies, Program Management, and Account Delivery excellence.
He brings significant experience and expertise with process and continuous improvement. This foundation provides an in-depth view of the processes necessary to make an organization operate effectively, ensuring that the appropriate actions are understood and that any effort to execute can be predicted and planned for appropriately. His exposure to numerous techniques and heterogeneous technologies provides a unique perspective on communicating effectively with people of varying skills and backgrounds. Additionally, his deep experience across many different disciplines, along with solid negotiation skills, and ability to complete complex analyses, allows him to perceive opportunities for collaboration and find avenues to resolve conflict that others may miss.
Joel’s professional career began performing research and development on space-flight hardware, extended into systems engineering on ground-station hardware and transitioned into the software realm. He maintained a very strong process focus throughout his professional journey, with an emphasis shifting from more technical processes such as Object-Oriented Analysis & Design, through software delivery lifecycle (SDLC), into project delivery, and culminating in overall Business Process Management (BPM). His professional credentials have evolved from Engineer in Training (EIT) to ISO 9000 auditor to Capability Maturity Model (CMMI) appraiser, and from Rational Certified Analyst to Certified Scrum Master (CSM) and now Certified Business Process Management Professional (CBPMP).
Having traversed the systems engineering, business analysis, and project management disciplines, Joel has worked across a vast array of technologies and platforms. His current areas of focus within the ATG Monetization Ecosystem™ are in the CRM, CPQ, and Billing domains.
Career Highlights
- Extensive explanation, promotion, and training of SDLC and industry best practices to technical, management, and executive clients
- Creation of numerous process organizations (PMOs, COEs, etc.) across many different levels of complexity and coverage, Organizational Change Management, and Competency Development Scores of projects managed successfully
- Considerable time interfacing with C-level direction setters and senior management funding authorities from pre-sales through post-delivery
- Understanding of interrelationships between sales cycles, engagement management, and service delivery
- Strong people management (individuals and teams), conflict resolution, and bridge building skills
- Some Specific Project highlights include:
- Building out a full-scale Agile process pattern within a CMMI Level 3 organization and rolling out to 3500+ IT staff
- Creating, implementing, managing, and training a new delivery framework to 800+ consultants and sales staff, reducing implementation timelines by 40%
- Streamlining the requirements documentation and approval process at a government agency, minimizing the overhead burden of change requests and reducing approval cycle time by ~75%
- Training and Mentoring a total of over 500 executives and professionals in Industry Best Practices around: Process, Methodology (RUP, Agile), Use Case driven OOA&D, UML, JAD, RAD, and/or ALM tools
- Rolling out a new SDLC to an entire IT Division (1500+ employees, 40+ projects)
Viewpoint
Being able to work on projects and recognize tangible benefits within an organization is what it’s all about. I believe in the power of transformation, to improve the overall business through the application of a focused change in process, enabled by tools, and used by people. When those elements come together successfully, anything is possible.”
Kevin York
Executive DirectorExperience
Kevin York has more than thirty years of experience in a variety of technical and management roles with a focus on the telecommunications industry. Kevin has served in leadership roles in the design and development of billing, customer care, and order management solutions at a variety of telecommunications providers while working with Technology Applications, Convergys, and Advanced Technology Group.
Kevin holds a BS in Computer Science from the University of Wisconsin-Madison. He is active as a volunteer at his children’s schools and is an avid runner.
Career Highlights
- Led efforts to identify and deploy a cloud-based quoting solution at CenturyLink. Kevin led a team that delivered a solution that supports all quoting for the managed services and co-location lines of business at CenturyLink.
- Responsible for the design, development, and implementation of customer care and billing solutions for internet service providers – Deployed the solution at large Telcos across the world including Bell Atlantic, Telecom New Zealand, Vodacom (South Africa), and Net Zero
- Consulted with a variety of telecommunications providers working to develop a strategy for their billing and customer care platform transformation
- Worked to understand their business needs and determine a strategy that would meet those needs
- In many cases worked from first discussions, to design solutions, to deploying the solutions at the customer site
- Served in a Regional Director role responsible for delivery of all projects within a region – including end-to-end management of projects to deploy customer care, billing, mediation, and order management solutions at telecommunications providers in the US and Latin America
- Responsible for the design, development, and implementation of customer care and billing solution for internet service providers – Deployed the solution at a variety of companies worldwide ranging from wireless and E-Commerce startups to national and regional telecommunications providers
Viewpoint
“We work alongside our customers, taking a pragmatic approach to define and deliver solutions that solve their business problems. We develop an understanding of the customer needs, find the appropriate tools to meet their needs, and then work alongside our clients to ensure the successful results.”
Jay Allen
Director of MarketingWhy ATG?
"Funny story. After a particularly difficult year in 2012 in which I was diagnosed with cancer and the company I had been working for most of the prior 19 years went bankrupt, prospects seemed bleak. So one night as I was sleeping, my wife quietly swaddled me in a blanket, placed me in a wicker basket, and gently waded me out onto the Clark Fork River. Apparently, I floated down that river for days before being plucked to shore by now-ATG VP Holly Colbert, who whitewater rafting in Idaho at the time. I was later told that she thought I was a gift basket of mini-muffins, but I don’t believe it, you know, entirely.
"I was soon put to work scrubbing floors and fetching vittles. I felt so alive! A couple of months later I used my first phone call to ring my wife and let her know that I’d survived and she was so happy that she told me I could come home if I could ever figure out to where she moved.
"Welp, nine years later, and it’s been an absolute dream come true. My coworkers have nearly accepted me into the ATG family and, with their help, we’ve narrowed my wife’s location down to a four-state area."
Experience
Born in South Dakota but raised on the mean streets of Missoula, Jay has spent a lifetime clawing his way both up and down to the middle. Following long and successful stints in law enforcement (he was a golf course marshall for three seasons), direct sales, operations, swimsuit modeling, and data analytics, Jay introduced the concept of marketing to the ATG senior leadership team. Two years later, he landed that whale by demonstrating an innate ability to create PowerPoint slides that could be read without a telescope. Since then, it’s been uninterrupted days of whine and roses.
In 2015, Jay was dragged onto a bus to launch a 26-month, 47-state Quote to Cash barnstorming campaign. His resulting exposé, The Quote to Cash Tour, is his harrowing first-person account of taking the Q2C gospel to the midwest wedding circuit and the crowning achievement of a mostly nap-filled existence. His tome is still required reading for most university business schools and his peek behind the bun cart at the seedy underbelly of the American fast food industry deserves a silver screen adaptation.
As a founding member of ATG’s singular Quote 2 Cast Summit, Jay continues to humanize an industry entrenched in process automation. His romanticized notions of a week spent in the wilds in and around Missoula draw standing-room-only audiences to his taped-floor office as his coddled peers try to debunk Jay’s truth about how many people are fully eaten by grizzly bears every day in these here parts. In fact, most ATG consultants are too young to remember that the scene in which Leonardo DiCaprio was mauled by that bear in The Revenant was actually filmed in the elevator of the very offices currently occupied.
Career Highlights
- At the tender age of 11, Jay worked exactly one day on the cold end of an ice cream truck for seven hours to earn $1 and a Fudgesicle
- Jay was invited to compete at an Olympic diving qualifier event held in Colorado Springs in 1984 where he placed a surprising last, likely because he couldn’t swim, so he'd jump/fall, be resuscitated, change his trunks, and then repeat.
- Selected to the President’s Club in 2015 (all-expense paid trip to Florida) and Vice-President’s Club a record seven times (mowing Tom Stergios’ lawn while he’s at President's Club)
- Owner of two-time ATG Office Dog of the Year Hercules
- Mildly-acclaimed author of Red Bull & Donuts: A Memoir
Viewpoint
“I was eating dinner a while ago and noticed my wife staring into my eyes for the longest time. She then reached across the table and handed me a present. Aww. It was a beautiful silver bracelet. Now I’m not really a jewelry kind of guy but she insisted I wear it from then on. No wonder I love her so much.
"Whose initials are DNR?"
More from Jay Allen
Chris Bundy
Director of MarketingExperience
Chris has been with ATG for over five years and through a tag team of Marketing magnificence with fellow Director and partner in crime Jay Allen, Chris has continued to help drive ATG to the forefront of the industry. Chris’ 20-year career in Marketing has spanned multiple industries from education to healthcare. He continues to help grow the ATG Cognizant brand through client partnerships, culture development, and event management.
Career Highlights
- Experience in Gotransverse Billing, Aria Billing, Salesforce Quote to Cash, and has earned the Salesforce App Builder Certification
- Led several enterprise billing transformations to successful completion as a project manager across various cloud solutions
- Led several CPQ implementations to successful completion as a project manager
- Supports a team of highly effective consultants located across the country
- Formerly Practice Lead for ATG’s Gotransverse billing practice
Viewpoint
"ATG started as a family and remains a strong one today. When you have the best interest of your associates in mind first, the general outcome is success for the whole. Every day I have at least one experience in which a team member jumps on board to help in some way. That’s what keeps ATG in front of the competition."
Zeke Baied
Director of Solution EngineeringWhy ATG?
"I am an extremely driven individual who, over the years, has not only enjoyed stepping into various leadership roles but thrives in them. I have an appreciation for the challenges that large and complex problems inherently have and I continuously strive to find efficient solutions to meet those challenges."
Experience
As a member of ATG's Solution Engineering team, Zeke works with potential and existing customers to collect material requirements, provide proof of concept, and develop high-level architectures, implementation cost estimates, and estimated project timelines.
He additionally functions as a Solution Architect and Subject Matter Expert on various Salesforce CPQ and Billing projects leveraging both his Salesforce and Quote to Cash (Q2C) expertise. As a Solution Architect, Zeke is responsible for designing and solutioning processes, system functionality, and configurations to meet the various business requirements of his enterprise-level customers.
Career Highlights
Zeke’s experience at ATG includes the following roles and positions:
- Solution Engineer
- Solution Architect
- Implementation Consultant
- Project Manager
- Business Analyst
- QA Testing
- Team Lead
- Course Instructor
Zeke has been involved in the following ATG Services:
- Salesforce CRM, CPQ, and Billing Implementation, Configuration & Administration
- Strategy, Process Optimization & Technology Implementation
- Cloud Billing Strategy, Optimization & Implementation
- Quote to Cash (Q2C) Assessments
- Accelerated RFP for Q2C Applications (CRM, CPQ, PRM, Billing)
- Market Research
- Competitive Analysis
- Salesforce CRM Course Creation and Instruction
Viewpoint
I am an extremely driven individual who, over the years, has not only enjoyed stepping into various leadership roles but thrives in them. I have an appreciation for the challenges that large and complex problems inherently have and I continuously strive to find efficient solutions to meet those challenges."
Sarah Beccari Desch
Director of Software EngineeringExperience
Sarah graduated from the University of Montana in 2016 with a Bachelor of Science degree in Management Information Systems and a Minor in Computer Science. She started with ATG in 2015 as an intern and continued on with the company as an Implementation Consultant until 2017. During this time, Sarah rediscovered her passion for software development when she transitioned from an IC into an Apex Developer.
Sarah worked as an Apex developer on client projects until mid-2020. During that time Sarah found a passion for team management and the developer team at ATG. She now helps run the Software Engineering department at ATG alongside some of the most talented and capable people she has ever met.
Career Highlights
- 4X Salesforce Certified:
- App Builder
- Administrator
- CPQ Specialist
- Platform Developer I
- ATG President’s Club – Class of 2019
- Promoted to Director of Software Engineering in 2021
Viewpoint
"I believe software development is much more than simply writing code - real people are involved here. Different personalities, varying career paths, and experience levels, and much more. This is where I feel I am best aligned to help grow ATG Software Engineering – at the intersection of people and technology."
Kate Pace
Director of Strategic OperationsExperience
Kate graduated from Appalachian State University in 2009 with a degree in Cultural Anthropology. With more than 15 years of experience in dynamic customer service, operations, and management roles, she came to ATG in November of 2019.
In her current role as Director of Strategy Operations, Kate augments and accelerates the initiatives that drive ATG’s competitive advantage in the global market. As the nucleus for our growing library of IP & Offerings and our Alliances program, the Strategy team supports ATG’s delivery excellence and creates the scaffolding to optimize talent acquisition, development, and retention.
Kate co-leads general operations at the Missoula Solutions Center (MSC) and is responsible for community outreach, University relations, and new MSC initiatives including office expansion, pandemic response and scenario planning, and enabling data-driven process improvement through evolving work models. She is an active member of MSC’s Philanthropy Committee and is passionate about creating inclusive and equitable opportunities for marginalized people throughout Montana and the world.
Career Highlights
- President’s Club 2020 People’s Choice award winner
- Key contributor to the establishment and delivery of Salesforce Practice project status dashboards
- Leads the execution of our return to office strategy and Work.com pilot
- Project Manager for the expansion of Cognizant’s Missoula Solutions Center, with over 40k sq. ft. in new construction to support more than 300 new employees
- Director of Events for ATG’s annual Quote 2 Cast Summit
Viewpoint
"As an innovation and results engine, ATG is focused on delivering positive outcomes for our clients, for our employees, and for the communities in which we live and work. The ripple effect of this is powerful – putting people first and investing in an ecosystem that fosters learning and growth has had a measurable impact on our ability to perform for our clients and to do good in the world."
Kellie Hardie
Director of HR & OperationsExperience
Kelli has been working in the Human Resources and Operations space for over 10 years. During that time she has garnered proven results managing employee lifecycles, implementing new HR processes, and improving employee engagement. At ATG, Kelli has been a key leader in developing and growing the Overland Park office while managing all HR-related tasks.
Kelli holds a BS in Organizational Communications from Missouri Western State University in St. Joseph, MO.
Career Highlights
- ATG President's Club recipient for both 2017 and 2019.
- Led integration efforts for human resources including policy alignment, system transitions, change management, and personnel issues with ATG in 2018 and Code Zero in 2019.
- Successfully implemented multiple new HR systems including the implementation of a benefits system upgrade to cloud-based employee self-service software.
- Executed the ATG Kansas City office relocation and build-out projects in May 2018 and June 2019
Viewpoint
"My two favorite ATG core values are All-In and People First. The ATG culture truly is an all-in attitude. We work hard but also play hard when the job is done! We celebrate successes but also learn and grow from areas of improvement. Our leadership team sets the tone by making sure we put our people first in all that we do. As an associate here, it is evident that when it comes to decision making within the executive team, project teams, committees and so much more, the people always come first."
Josh Harteis
Director of Delivery ImplementationExperience
Prior to joining ATG, Josh worked in public service, legal, and education fields. He joined ATG in 2014 as a data analyst and transitioned into a BA role for a custom web development implementation. He has been working in CPQ and Salesforce CPQ since 2015 as a Business Analyst, Implementation Consultant, and Solution Architect.
Concurrently, Josh is a team lead for a group of consultants, supporting them and their direct reports through Salesforce Quote to Cash, DocuSign, and GoTransverse implementation projects. Josh looks to enable ATG’s delivery resources through training, mentorship, and targeted support and dedicates his efforts to leading the delivery organization’s implementation assurance initiative.Career Highlights
- BA and IC on multiple successful Salesforce CPQ and Salesforce Billing Implementations
- SA on multiple successful Salesforce CPQ Implementations
- Assisted in establishing ATG’s BA practice through revitalizing the BA Community of Practice and intertwining it with ATG’s Atlas® methodology
- Scaled large groups of junior resources and new hires to ATG
- Supported multiple implementation project teams
Viewpoint
"Attention to detail is key – and people are the fundamental detail. The trick is finding those aspects that enable and empower people to play to their strengths so that they’re driving the solution rather than the solution driving them."
Brian Lee
Director of Data EngineeringExperience
Brian Lee leads the Data Engineering practice at ATG. This team works alongside CPQ and Billing implementation teams and is responsible for the transformation and migration of data from legacy systems to enable the full quote to cash process for a client’s existing customer base.
Prior to starting with ATG in 2017, Brian managed a mid-size MSP overseeing security, networking, and system administration for 70 companies. He also has multiple years of experience as a systems analyst in the healthcare space provisioning and maintaining electronic medical record systems and infrastructure.Career Highlights
- Scaled the Data Engineering department to 4X growth
- Developed Salesforce CPQ and Billing migration standards and training
- Key project member on a large-scale Salesforce CPQ and Billing implementation that was featured as a keynote at Dreamforce
- 2x Salesforce certified
Viewpoint
"As companies go through large-scale digital transformations, data migration too often gets lost in the noise, underestimated, or focused on too late in the process. Data is core to every business and deserves to be a primary pillar in any digital transformation strategy. Data migrations are complex. The days of map-and-move have been replaced by intricate data transformation and process-driven migrations. ATG provides the experience and expertise to represent legacy data in new systems as if it originated there."
Kathy McCarthy
Director, Solution DeliveryWhy ATG?
"I chose ATG because they are small enough to really care for every customer, but large enough to be able to deliver everything that is needed for the customer’s success."
Experience
Kathy has been working in Project management and leadership for over 20 years, during which she has successfully delivered projects of all sizes in numerous verticals across multiple countries. Kathy is driven to deliver high-quality results which by her own definition means projects that are: On time, within budget, and to specification.
With deep experience in all aspects of project and implementation delivery, Kathy excels in developing high-performance teams, risk mitigation, budgetary control, and requirements management.
Kathy is a big believer in the power of the team. She has a long history of coaching and mentoring and is most proud to see how colleagues, team members, and partners grow in their careers.
Career Highlights
- Kathy led the development of a brand new, off-shore development capability for a Fortune 100 retailer
- Kathy created and led a fully functioned PMO for a nationwide grocery chain
- She led the implementation of a worldwide medical records system for a major international biotech company
- Kathy was hand-selected to lead a multi-billion dollar acquisition project in the specialty retail industry
Viewpoint
“The Quote to Cash process is fundamental to an organization’s success. The slightest misstep in implementation can be disastrous so NEVER be tempted to cut corners.”
Kari Schauss
Director of OperationsExperience
Kari recently worked as a Communications Lead for AT&T's Diversity & Inclusion department managing strategy, process, and management of all communication workflow. Previously, Kari managed the Recognition, Events, and Corporate Citizenship Department for DIRECTV Missoula. Kari is passionate about employee engagement and enhancing the employee experience.
Career Highlights
- Project Lead for content, layout, and production of AT&T's Diversity & Inclusion Annual Report for five years.
- Kari is a certified Appreciation at Work facilitator. Certified Recognition Professional (2008-2015).
- Introduced five Languages of Appreciation in the Workplace concept to DIRECTV and completed pilot projects to scale the concept to various call center locations and enterprises.
- Successfully facilitated image campaign for a local TV commercial, increasing employee engagement at DIRECTV
Viewpoint
"I am so lucky! Each day, I work with amazing people in an amazing community and the work I do contributes to enhancing our employee experience and company culture."
Janice Powelson
Director of Delivery ImplementationWhy ATG?
"I get to work at a company that values my skills and experience, focuses on the things I am also passionate about which are people, process, and technology, and allows me to grow our talent to do great things. How awesome is that?"
Experience
Janice has over 25 years of experience focused on product delivery and program management, process improvement, training development, and flawless execution of IT and software solutions for clients. She has worked in the customer service, loyalty, and payments industries before starting her career in SaaS solutions and Quote to Cash (Q2C) consulting at ATG. She is an accomplished IT leader with a strong track record of delivering solutions that solve complex business problems and developing motivated high performing teams through service leadership, coaching, and mentoring.
At ATG, her primary focus is building and scaling teams made up of Business Analysts, Implementation Consultants, and Project Managers across multiple office locations including St. Louis, Kansas City, and Missoula, as well as many remote team members. Janice supports a culture of learning and growth that maximizes each team member’s full potential while enabling the delivery of outstanding Q2C solutions that improve our client’s business.
Prior to joining ATG, she held a variety of IT and leadership roles that enabled the delivery of customer service, loyalty, and digital payment solutions to clients and created delivery methodologies to support the implementation of new products to market. Throughout her career, Janice has pursued personal growth opportunities by translating her skills in technology, delivery, leadership, and continuous improvement to new industries. Examples include:- Led a team that delivered all prepaid, personal payments, and disbursements solutions for issuers and merchants using the Mastercard debit payments network and built/enhanced associated delivery methodologies
- Led teams at Maritz Teleservices, Convergys, and Mastercard that delivered new customer service and loyalty solutions to clients in the US and globally
- Led multiple issuers through successful debit brand flips at Mastercard, including changes to card design, processing, cardholder communications, and mass reissue of millions of debit cards to consumers
- Performed software development and managed a team of over 30 Developers, Analysts, and Project Managers at Maritz and Convergys to deliver integrated solutions on client/server environments
- Led continuous improvement initiatives in the creation of software reuse libraries, project management methodology, source code control processes, measures for call center performance, and technical career pathing
Janice holds a BA in Computer Science from the University of Missouri – Columbia and has a Master's Degree in Computer Information and Resource Management from Webster University.
Career Highlights
- Provides leadership, staffing and support to over 30 ATG Consultants across the U.S.
- Supported expansion of the office facility in St. Louis as ATG and the Cognizant Salesforce practice has grown
- Supported multiple Salesforce CPQ and Gotransverse Billing projects in a Delivery Assurance capacity
- Led multiple Gotransverse Billing implementations in a Project Management role
- Performed in a Business Analyst role on Salesforce CPQ, Billing and CLM implementations
- Participated on the Steering Committee to enhance the ATG Atlas Methodology
- Project Management Professional (PMP) certification held since 2003
Viewpoint
"Working with technology can be very rewarding, but the real joy is interacting every day with great people who work together, lift one another up, leverage each other’s strengths, and together can solve problems and deliver exceptional results for our clients. Going to work is a whole different experience when you love where you work."
Laura Rasmussen
Director of Middleware & Integrations (MIT) and QA PracticesExperience
Laura is the Director of ATG Engineering’s Middleware and Integrations (MIT), and Quality Assurance (QA) practices. She is responsible for the Delivery of both practices (40+ members) and is a former Practice Lead within Quality Assurance. She was instrumental in the development and scale of the current QA practice and has been actively engaged in growing the MIT practice. She has worked in information technology and software development for over 20 years. Laura holds a pre-law (Justice and Political Science) degree from the University of Alaska Anchorage.
Since joining ATG, Laura has fulfilled a variety of project roles from QA Lead, Project Manager, and Delivery Assurance partner across a myriad of CPQ, Billing, CLM, and enterprise Quote to Cash transformations.
Laura splits her time between Alaska and Montana and is an avid gardener and foodie. When she’s not getting her hands dirty with heirloom tomatoes, reading, or whipping up a batch of salmonberry syrup, you can find her planning her next off-grid excursion.
Career Highlights
- Successfully delivered quality solutions for dozens of ATG Salesforce CPQ, Billing, and CLM client projects
- Instrumental in building and scaling the ATG Quality Assurance group as a Practice Lead
- Actively engaged in building and scaling the ATG Middleware and Integrations practice
- ATG President’s Club Winner 2019
- Former board member of atgSHE and active in philanthropy efforts through the Missoula Solutions Center
- Prior to ATG, responsible for the successful delivery of initiatives within the telecom, health insurance, retail and design, and higher-education areas
Viewpoint
“The experiences I've had with different clients and industries have enabled me to understand multiple viewpoints and goals, and ultimately better relate to people. What we’re trying to accomplish on a day-to-day basis. When I can demonstrate a shared experience with a client or teammate, they know we have some common ground. It's all about building strong relationships - that's what really matters.”
Gracie Sanford
Director of Partner AlliancesExperience
Gracie is a Director within ATG Cognizant’s Strategy and Corporate Development group. She began her career at ATG working on DocuSign CLM (FKA SpringCM) in a variety of roles including Project Manager, Implementation Consultant, Solution Architect, Quality Assurance, Delivery Lead, and Trainer.
Today, Gracie is responsible for ATG Cognizant’s Strategic and Emerging Partner Alliances. Some of these partners are DocuSign, Xactly, Gotransverse, Conga, Vertex, Prodly, Avalara, and others within the Salesforce and Quote to Cash ecosystem. Gracie is focused on scaling the successful partnerships with ATG to the broader Cognizant business group.
In addition to her experience at ATG Cognizant, Gracie has managed people and businesses internationally and leveraged those skills to contribute to scaling ATG alliances globally.
Career Highlights
- 3x DocuSign accredited
- 10+ public speaking roles at events
- Contributed to DocuSign and Xactly alliances expansion from North America to Europe
- Managed an international team effecting, monitoring, and evaluating positive impact for underserved communities
Viewpoint
"At the end of the day, we’re all human. Being kind and helping others is a core tenant of my role in partner alliances where we build connections across business."
Justin Wiseman
Director of Solution EngineeringExperience
Providing teams with support and helping drive clients to success is Justin’s professional motivator. Justin’s educational background, receiving a B.S. in Computer Science and Math, M.B.A has allowed him to wear many hats since joining ATG in 2013.
Justin has played the role of business analyst, project manager, implementation consultant, database developer, solution architect, solution engineer, scrum master, and team lead at ATG. Justin continues to learn and develop his professional skill set allowing him to add value wherever needed within ATG and on client projects.
Career Highlights
- Oracle CPQ
- Salesforce CPQ
- Salesforce Billing
- MongoDB
- Microsoft Office Suite
- Visio
- Jira
- Trello
- Agile Project Management Methodologies
- ATG Monetization Ecosystem™
- UI Design Software: Cacoo
Viewpoint
"Working with clients across so many industries and helping them to solve their business problems is what ATG is all about, and why I enjoy coming to work every day."
Bridget Smith
Director of Delivery ImplementationExperience
Throughout her career, Bridget Smith has always had a passion for developing talent and supporting teams. Her passion has developed into her primary focus for the past four years. After joining ATG, Bridget focused on developing her role expertise by supporting implementation projects as a Project Manager and Business Analyst, primarily for the Salesforce ecosystem.
During Bridget’s tenure, she has led a pool of talent ranging from our internship program candidates to Integration Architects, and Software & Data Engineers for ATG Engineering. Now she focuses on growing Business Analysts and Implementation Consultants across a myriad of platform solutions. Bridget continues to scale talent by serving as the Business Analyst Community of Practice Lead as well as assisting efforts with Josh Harteis in leading our delivery organization initiative, Implementation Assurance.
As the Business Analyst Practice Lead for ATG, Bridget ensures the community of analysts has what they need to be successful. To that end, Bridget has contributed to training, tool development, and calling all analysts to adhere to and evangelize our Atlas Delivery Framework®. Bridget is continuously working with our Talent and Training Operations Team to identify and develop training content that provides the opportunity to scale and grow our organization, one new-hire class at a time.
As the Implementation Assurance Lead for Analysts, Bridget works closely with project team members on implementations across all platform areas to ensure the team is driving toward creating successful outcomes for our clients. This includes analysis of how well the team is adhering to the Atlas Framework, leveraging tools and resources available to them through our greater organization, and assessing the level of mentorship support needed to move the project forward. By far, the favorite part of her role is celebrating opportunities for team collaboration from all aspects of our business.
Career Highlights
- Achieved Salesforce Certification in Platform App Builder and Administrator
- Assisted in the implementation of Salesforce CPQ & Billing for 10+ Clients
- Assisted in a Quote to Cash Assessment as Project Manager
- President’s Club People Choice Nominee for Class of 2018
- Introduced a BA Onboarding Path to Billability Training Program for New Hires
- Known for Forcing Fun (Introducing Ice Breakers like ‘Go Bananas’) on the team as a homage to her theatre background
Viewpoint
"I am very proud to be part of this team - a team that promotes collaboration over competition, creativity over the status quo, and encourages a level of innovation in problem-solving that drives our clients and projects toward successful outcomes. To date, I do not know of a challenge we are not willing to take and when we succeed, we succeed together."
Kendra Hannon
Director, SPM PracticeExperience
Kenda has worked in the Sales Performance Management space for nearly 10 years. Starting out as an Implementation Consultant, working up to Compensation Analyst then Solution Architect, she brings a wealth of knowledge from her experience to her current role as Practice Lead. With a primary focus on Xactly’s suite of products she is ready to implement scalable solutions across a wide array of industries including Healthcare, Software Technology, Cloud Data Storage, and Banking & Finance, to name a few.
In her leadership role, Kendra takes pride in mentoring and investing in the growth of each team member to ensure delivery excellence. Using situational leadership techniques, she aims to bring out the best in each and every team member while helping them on their own personal growth journey.
Career Highlights
- Xactly Certification: Incent Level 3
- Xactly Certification: Analytics Level 2
- Xactly Certification: Advanced Quota Planning Level 1
- 50+ Projects Completed
Viewpoint
"Implementing a software-based Sales Performance Management solution is crucial for surfacing visibility, value, and in-depth analysis on how your business incentivizes its employees. By introducing an Incentive Compensation Management technology, your team can shift focus away from the day-to-day hassles of handling compensation in excel spreadsheets or homegrown systems. It also provides more time to analyze and optimize incentive plans and drive revenue for your company. In this fast-paced, technology-driven environment only those taking advantage of these tools will continue to succeed and grow, leaving those who don’t lag behind."
Tammy Sparke-Leadbetter
Director, Senior Q2C StrategistExperience
As an experienced executive leader in strategy development, continuous improvement and process innovation, Tammy has a proven track record of delivering transformative results. Tammy has a successful history of leading financial, sales, technical and business transformations in the digital marketing industry.
Throughout the course of her career, Tammy has driven sales performance using both custom-built and vendor sales performance management systems as well as calibrating performance plans to optimize product and revenue targets. As a data-driven innovator, Tammy leverages data to uncover root causes, identify opportunities and develop solutions.Career Highlights
- Migrated ~40K clients and ~$22M in monthly billing from a custom-made platform onto Zuora while also migrating from Epicor to Blackline and Workday in just under 11 months resulting in $2M in operational savings through the removal of swivel-chair data re-entry and manual reconciliation processes.
- Implemented abridged Contract Lifecycle Management process within Salesforce. Removed manual provisioning and error-prone data entry points and reduced contract processing time from a five-day average to a 48-hour SLA. New system and processes allowed full transparency into contract lifecycle within a single source of truth.
- Established and implemented churn reduction strategy through people, process, and tools; starting with a team of five. Coached and trained executive leaders on expectations and program risks and rewards. Engaged technical resources to automate and unify communication and escalations through Salesforce and Five9. Reduced overall churn by 34% in six months. Built program for scalability; now a team of 40.
- Acted as liaison between multiple analytical, engineering, sales and leadership teams to build a robust client performance reporting tool. Served as UX/UI designer, performed user acceptance testing, and verified outputs for accuracy. Strategically constructed on an agile framework to allow for changes in the business. Now widely adopted, this insights tool allows the sales executive to sell to their clients consultatively
Viewpoint
"As a former client, I value the Quote to Cash expertise, experience, and overall knowledge base ATG provides to their clients. Now as an Advisory Strategist, I’m proud to deliver modern, boutique-style guidance when and where it matters most."
Ben Utigard
Director of Delivery ImplementationExperience
Ben is a Director at ATG and leads the Application Support Services, enabling clients to find continued success post-implementation. Ben has extensive consulting experience, with an emphasis on analysis and process improvements. He is a critical thinker with over 10 years of experience in leading teams.
Prior to joining ATG, Ben spent six years working in Supply Chain and Operations Management where he was involved in sales, sales operations, finance, and logistics. He led several process and software initiatives that encompassed the full Quote to Cash spectrum. It was through these initiatives Ben first discovered Salesforce.
Career Highlights
- Practice Lead for ATG’s Application Support Services
- Lead Analyst on a multi-year engagement for global Fin-Tech client
- Project contributor on eight successful Salesforce CPQ and Billing customer go-lives
- Team Lead to a group of highly utilized consultants located across the country
- Former Business Analyst Community of Practice Lead
Viewpoint
"You cannot merely ‘lift and shift’ your pain points to new technology. You must look at process improvements, be open to changes that streamline inefficiencies, and remove redundancies. Too often we have ‘blinders’ to where the true inefficiencies lie and through asking the right questions enough times, we can finally uncover them."
Abhi Varanganti
Director of Delivery ImplementationWhy ATG?
“ATG is more than a systems implementation company, through a positive culture, valuing individuals and team, and strong work ethic, we deliver innovative and lasting solutions across industries and company processes."
Experience
Abhi is a Certified Salesforce CPQ/Apttus Solution Architect with multiple, worldwide enterprise implementations under his belt, including industry verticals and integrations with ERP and billing systems. His expertise involves the complete Software Development Life Cycle (SDLC) and working with Agile/Scrum Methodologies. Abhi is skilled in providing product and business process consulting expertise during every stage of the sales/pre-sales and implementation phases. His solid understanding of business requirements, process flows, process improvement, and testing allows him to understand and communicate well with all stakeholders, including the implementation teams, engagement leadership, and executive sponsors.
Recognized as an expert in implementing Salesforce Quote to Cash Solutions, Abhi provides significant value and expertise in hands-on solution design, solution architecture, prototyping, proof-of-concept, and development work. He is professionally recognized for his success in designing self-service Quote to Cash capabilities for partners and clients on the Salesforce Communities cloud.
By providing effective, high-quality solutions, Abhi has developed long-term client relationships for ATG. His positive, get-it-done attitude and highly technical abilities allow him to deliver results on complex Salesforce projects and enterprise-level SAAS applications across all environments.
Career Highlights
- Certified CPQ Solution Architect - Salesforce CPQ & Apttus
- Certified CLM Solution Architect – Apttus
- Prior to ATG, Abhi managed and built a successful digital transformation team (onshore/offshore) leading 25+ consultants
- Abhi has successfully deployed a multi-year enterprise-level Salesforce CPQ & Billing application for a global publishing and event company
Viewpoint
"I enjoy helping clients understand the end-to-end Quote to Cash picture and supporting them as they define success. Under-promise and over-deliver – it’s critical that the customer is successful and satisfied throughout and following the implementation.”
Paul York
Associate Director of I.T.Experience
Paul is the Associate Director of IT and has been an active professional in the IT space for over 15 years. With a keen interest in cyber security and network infrastructure, he leads a small team within the ATG business unit. This team is responsible for ensuring the privacy of data while improving the end-user associate experience.
Since joining ATG Paul has led the organization through many evolutions including migration from Google Apps to Office 365, designing and implementing ATG's security program, leading integrations efforts with our parent company, and much more.
Outside of work Paul can be found paragliding around the Missoula area or searching for the next great Jeep trail.
Career Highlights
- Awarded ATG President's Club recognition in 2013 for outstanding performance/li>
- Holds certifications in the following: CompTIA Security+, Offensive Security OSWP, Salesforce Admin/li>
- Managed ATGs end to end data migration from Google Apps to Office 365 with limited user or business disruption/li>
- Successfully led the ATG IT organization through discovery and migration efforts driven by Cognizant during the acquisition
Viewpoint
"In my time working within IT I’ve found there’s always an avenue to accomplish anything. Never underestimate the pitch of how and to whom which is often the key to success with any initiative. If you truly believe in your solution, avoid settling for the initial 'no' and remember that nobody knows end users like their technology support teams."
Justin Farrington
Associated Director & QA Practice LeadExperience
Justin is the Practice Lead for ATG’s Quality Assurance practice, a growing team of 30+ dedicated Quality Assurance Consultants located across the country who specialize in CPQ, Billing, CLM, and Q2C solutions. He has worked in software development for over 20 years, with over 15 years as a QA lead and QA manager.
Since joining ATG, Justin has fulfilled project roles as a QA Analyst, QA Lead, QA Strategy Consultant, and Quote to Cash QA SME across dozens of Salesforce CPQ, Billing, and enterprise Quote to Cash transformations. He has worked closely with project managers and stakeholders to define, track and resolve issues, and helps clients get the solution needed to exceed their expectations. As a scrum master and Agile coach, Justin brings deep knowledge of Scrum and Agile methodologies to streamline processes, maximize velocity, and promote quality solutions.
Off-hours Justin can be found playing video games or in the kitchen cooking Cajun/Creole and listening to New Orleans street jazz.
Career Highlights
- Successfully delivered quality solutions for dozens of Salesforce CPQ, Billing, and CLM client projects
- Supported growth and development of the Quality Assurance practice as a Team Lead and Senior Consultant
- Engaged closely with project teams and the Quality Assurance practice to support a holistic approach to quality ownership and delivery
- Associate Director and Practice Lead for the growing Quality Assurance practice, supporting all types of engagements and projects for ATG
Viewpoint
“I love setting my teams up for success and ensuring they’re satisfied and happy in their careers with ATG. I take Quality seriously and I’m passionate about helping clients have better experiences with their software solutions. I lead a great team of QA professionals who deliver quality every day.”
Chelsea Fickbohm
Associate Director & Gotransverse Practice LeadExperience
Chelsea is a senior Quote to Cash consultant and ATG's Gotransverse Practice Lead within ATG Cognizant’s Implementation Consulting group. Chelsea’s consulting background is in project management and her experience spans a variety of Implementation and Advisory projects within the CPQ, CLM, and Billing spaces.
As ATG Cognizant’s Gotransverse Practice Lead, Chelsea maintains a strong partnership with Gotransverse through high-quality delivery oversight and product feedback. Chelsea partners with Gotransverse and Solution Engineering for deal cycle and opportunity review and leverages her skills, and a dash of creativity rooted in experience, to manage the successful delivery, resource development, and staffing for project success.
Chelsea also leads a diverse team of consultants at ATG Cognizant and is engaged in ATG’s people and process scalability efforts. She is dedicated to long-term success and approaches leadership, training, and project success from that lens.
Career Highlights
- Delivery Lead for Global Billing Transformation
- Team development and leadership within ATG fostering high-performing, customer-centric, and result-orientated consultant team
- Proven success leading high-performing, agile teams as a project manager across various cloud solutions
- Highly respected pre-school soccer coach
- MBA with a concentration in Project Management, Norwich University, 2019
Viewpoint
"Successful execution requires alignment of people, process, and technology. This holistic perspective is the baseline from which ATG works. The driven people I have the pleasure of collaborating with at ATG inspire me daily with their knowledge and commitment to both team and client success."
Mary Langguth
Associate Director & Advisory Analyst LeadExperience
Mary is an Associate Director within ATG Cognizant’s Advisory group and the lead of the Advisory Analyst team. She started her career at ATG as a Process Consultant in the Advisory group and has worked on enterprise transformation projects from both a strategic assessment and an implementation perspective. She has filled a variety of roles, including Advisory Analyst, Project Manager, Process Consultant, Business Analyst, and Implementation Consultant. Mary has provided industry solutions for several Fortune 500 companies in varying sectors such as infrastructure-as-a-service, healthcare, cloud-based communication services, financial services, and manufacturing. Mary also works to support several community nonprofit organizations by providing leadership on initiatives such as STEM education programs, mentorship programs, and fundraising events.
Prior to joining ATG in 2019, Mary obtained her Master’s in Systems Engineering and worked in the manufacturing industry as an Advanced Project Engineer. She managed multiple capital investment projects with budgets ranging from $20k-$5M to drive process efficiency, cost savings, and attainment of various compliance standards. Her experience and academic background were catalysts in Mary’s passion to lead and support teams as well as her specialization in analyzing how to improve processes to support people and business objectives.
Mary’s skill set is leveraged to support and lead projects in addition to growing and developing consulting team members.
Career Highlights
- Leads and supports a team of highly effective advisory consultants located across the country
- Key Advisor on multiple Advisory Assessments ranging in scope from full Quote to Cash assessments to hyper-focused assessments on functions such as billing and product pricing methodology
- Provided leadership and filled business analyst and project management roles on a major financial services system transformation driving analysis of business processes for stakeholders across sales, legal, finance, product, and IT teams while simultaneously supporting communications to the executive steering committee
- Acted in an implementation consultant role responsible for Salesforce Billing configuration
- Managed multiple capital investment projects including a $3.8M budget and a large, global, and cross-functional team to upgrade a production line with new manufacturing technology that exceeded ANSI safety standards, OSHA compliance, and reduced production process time and cost
- PMP certified through PMI
- Certified Scrum Product Owner through the ScrumAlliance
Viewpoint
"As trusted advisors, we are impassioned by the gravity of our role in guiding enterprises through digital transformation. We know that there’s no single blueprint for a successful digital transformation and we specialize in partnering with clients to develop a custom blueprint that is best suited for both their business objectives and their people."
Lauren Nichols
DirectorExperience
Lauren has more than five years of experience as a software engineer in the SaaS field and specializes in CPQ solution implementation. After successfully completing the Montana Code School curriculum and being hired as their Teaching Assistant for the inaugural program in Bozeman, MT, she quickly put her training to work serving in the role of Software Engineer across various CPQ solutions at ATG. Lauren spent the majority of her career working as a Lead Developer within Oracle CPQ, where she demonstrated excellent work ethic, communication skills, business and system analysis capabilities, adaptability, and a team-oriented mentality.
Lauren is also the Delivery Lead for ATG’s Salesforce B2B Commerce Practice. She is a key contributor to driving forward the success of the B2B Commerce Practice within the organization. Her primary focus includes mentoring, resource planning, project oversight, and business development for all things B2B Commerce.
Lastly, Lauren is the Product Owner of ATG’s proprietary software, FuseKit™. In addition to managing the FuseKit Product Team, she also coordinates the product scope, product communications, marketing materials, product demos, customer onboarding, contract management, and customer support.
When Lauren is not working, you can most likely find her planning her next adventure (which is really just a means to plan her next meal), or whispering sweet nothings to her beloved dog, Radar.
Career Highlights
- Software Engineer with experience in various CPQ and iPaaS solutions, including Oracle CPQ Cloud, Salesforce CPQ, and Jitterbit.
- Lead Developer for multiple custom Salesforce CPQ Auto-Renewal Solutions to support various use cases to successfully automate the contracting renewal process – allowing Sales Reps to spend less time tending to manual tasks and instead prioritizing their current sales cycle.
- Product Owner of FuseKit™ managing product scope, monthly deliverables, product communications, product demos, customer onboarding, and contract management.
- Supports a team of 15+ highly effective consultants located across the country.
- Delivery Lead for ATG’s Salesforce B2B Commerce Practice.
- Oracle CPQ Cloud Blue & Yellow Belt certified.
Viewpoint
"Just because something can be built, doesn’t mean it should be built. Too often we see customers looking to developers to build custom functionality in hopes of ‘fixing a problem’ that is really a symptom of a larger issue. The beauty of being a consultant first (and a software engineer second), is the many opportunities to further evaluate our customers’ people, processes, and technology to ensure we are indeed providing a viable solution instead of addressing a symptom."
Matt Ryan
Associate Director & Deployment LeadExperience
Matt was born in Missoula and is a graduate of the University of Montana School of Business. His diverse work background led him to join the ATG Missoula Solution Center in 2016 with the goal of helping to grow an exciting tech business in the Missoula area. His past experience spans electrical sales/distribution, banking and finance, and small business ownership/operation which serves to highlight ATG's focus on growing resources organically. Matt’s goal of creating job opportunities in the Missoula market and knack for team building fit naturally with ATG’s entrepreneurial spirit and are a core driver of his day-to-day functions.
Career Highlights
- ATG roles include Implementation Consultant, Solution Architect, and, currently, Deployment Team Lead
- Triple Salesforce certification holder with App Builder, Admin, and CPQ certifications completed
- Two-time ATG President’s club nominee in 2018 & 2019, and President’s Club winner in 2020
- Founding member of ATG’s Deployment Team focused on tool creation and streamlining deployment processes on the Salesforce platform
- Additional certifications include Apptus CPQ, DocuSign E-Signature, and Prodly AppOps data migration certifications
Viewpoint
"I take every opportunity to bring value to our clients by streamlining data management and deployment processes in order to increase accuracy and decrease uncertainty. My goal is to build a results-driven practice which in turn creates scalable opportunities within the company while pushing the limits of release management strategies. With over 4,600 rollback-free deployments completed since the inception of ATG’s Deployment Team, I’ve learned something valuable - problems are simply opportunities in disguise!"
Mark Anderson
Principal ConsultantWhy ATG?
"I joined ATG because I enjoy meeting clients from all over the world, learning about their interesting IT issues, solving new challenges, and empowering and enabling teams. My job affords me the ability to live in beautiful Montana where I can raise a family with my radiant and inspiring wife Stacie."
Experience
Prior to coming to ATG in 2014, Mark worked for seven years in the legal field doing criminal and civil prosecution and defense work. He also worked for four years at a nonprofit consulting firm specializing in policy, grantmaking, and advocacy work for people experiencing homelessness.
Mark brings strong leadership and technical acumen for bridging business and cross-functional teams. He is skilled in designing and implementing enterprise platforms and system integrations. Mark is currently working in ATG’s delivery organization implementing Salesforce Sales and Revenue Cloud projects. Roles have included Implementation Consultant, Solution Architect, Business Analyst, and Project Manager.
Career Highlights
- Worked with 30+ clients across information services, marketing, manufacturing, healthcare, and financial industries
- Multiple certifications across Salesforce, Oracle, Aria, Conga, and Docusign. Expertise in quoting, billing, ERP platforms, taxation, and document generation
- Member of ATG’s philanthropy committee, atgSHE, and other diversity groups
- Executive board member for several homeless and community engagement and investment non-profits
- Avid photographer with a passion for 35mm and large format film
- When not at work, he’s playing in the mountains and planning the next motorcycle and scuba diving adventure
Viewpoint
"SaaS-based tools for selling subscription models are truly the way of the future. Companies should focus their efforts on cultivating new customers and establishing meaningful relationships with existing customers. ATG is uniquely suited to solve those new marketing, selling, and billing models. I work to make the complex simple through intuitive interfaces that provide easy access to accurate and insightful information.
"I value humility, curiosity, and effort coupled with clarity and consistency. I regard a necessity for success as the ability to adapt to constant change. I believe in building lasting relationships, mentorship, and affecting positive change in my community."
Matthew Asher
Principal ConsultantExperience
Matthew Asher has over 20 years of Professional Services experience across multiple industries focused on software implementation, manufacturing, non-profit software, Quote to Cash (Q2C), and critical infrastructure software. The numerous industries' focus has allowed Matthew to understand end-to-end revenue cycles from Quote to Revenue recognition.
This experience enables Matthew to help organizations implement strategic solutions, processes, and external procedures that internally maximize revenue and increase recurring revenue while removing the ongoing frustration between sales and financial groups.
Career Highlights
- Built and deployed the end-to-end process for implementation scoping process for selling professional services from Scoping with the customer, estimator creation, and transition into delivery
- In 2016 and 2017, Matthew was the leader services salesperson with Apttus closing $10M each year
- Matthew has also received numerous awards for driving change in the organization he has worked
Viewpoint
"How internal and external customers buy and sell products evolves and changes every day. We must partner with our clients to improve the customer experience, increase revenue, and drive value in every interaction. The Q2C process is at the heart of that interaction. That is ATG’s passion and expertise.”
Andrea Bowman
Senior Consultant & Salesforce Commerce LeadExperience
Andrea is the B2B Commerce Practice Lead at ATG Cognizant. Andrea started her career with ATG Cognizant as a member of the inaugural Aim Higher training program, after graduating with Business Management and Marketing degrees from the University of Montana.
Upon completion of AIM Higher, Andrea continued her education on the Salesforce platform and spends the majority of her time consulting as a Software Engineer. Additionally, Andrea has also worked as an Implementation Consultant, Business Analyst, and Solution Architect on multiple B2B Commerce implementations.
In addition to her role for ATG Cognizant, Andrea works to create reusable solutions and training to scale up the ATG Cognizant Commerce practice. Her passion lies in helping other resources develop their skills and designing successful client solutions.
Career Highlights
- 7x Salesforce Certified
- Designed and implemented ATG Cognizant's first B2B Commerce on Lightning project
- Led B2B Commerce on Lightning training for Aim Higher Cohorts
- Led B2B Commerce on Visualforce (CloudCraze) training for Aim Higher cohorts
- Salesforce B2B Commerce evangelist
Viewpoint
“ATG Cognizant gave me the opportunity to completely change the course of my career. I never expected to be working in tech, let alone as a software engineer, but I was drawn to how challenging and creative it was. There was a steep learning curve, but I have received support every step of the way. That's the great thing about working at ATG - the success of our projects stems from our power of teams. I am constantly collaborating with and learning from other ATG resources.”
Ryan Compty
Principal ConsultantExperience
Ryan is a principal at ATG with over 10 years of experience in solution delivery and project management across various industries and technologies. He has spent the last 5 years focused on solutioning and implementing Salesforce Service Cloud and Gov Cloud solutions for public sector clients.
He is a motivated, results-driven leader who is passionate about collaborating with clients to solve their complex business needs and helping them achieve their modernization and digital transformation objectives. He leads by example and prioritizes helping team members achieve their career goals.
Career Highlights
- PMP Certified (PMI)
- Certified Scrum Master (CSM)
- Salesforce Admin Certified
Viewpoint
“In today’s ever-changing technology ecosystem, if you are stagnant, you are already behind. An organization’s ability to be agile and adapt to meet ever-changing stakeholder needs and expectations through technology is critical in achieving sustainable success.”
Kyle Culbertson
Senior ConsultantExperience
Kyle has worked in the Quote to Cash landscape providing solutions to a variety of clients for over ten years. During this time Kyle has worked across the full project lifecycle in multiple roles such as Solution Architect, Implementation Consultant, Quality Assurance, and Business and System Analyst. In these roles, he has demonstrated excellent work ethic, adaptability, team-oriented working, and excellent knowledge of CRM, CPQ, and Billing systems and processes. Throughout these roles, Kyle has proven himself time and time again as a leader in this space and has personally coached and mentored many consultants.
Through all of Kyle’s experience, he has gained a keen insight into many systems that allow for projects to flow seamlessly and allow for them to be completed successfully. Kyle focuses on delivering solutions for SaaS implementations at ATG with most projects involving Salesforce CPQ and Salesforce Billing. Kyle initially cut his teeth in the Q2C landscape working with Oracle BigMachines with additional projects involving multiple billing systems including MetraNet and Aria. With this experience, Kyle fully understands many of the subtleties that go into addressing requirements and their effect across the entire enterprise environment, leading Kyle to have great aptitude in pointing out best practice recommendations and allowing for complex system designs. Kyle takes pride in his work and works to ensure that the client is successful in their implementations.
Kyle enjoys working in Montana Wisconsand all the opportunities that it enables. When not working he prefers to spend his time outdoors with his wife and two daughters, whether it be taking the horses for a ride or just going on a shirtless winter walk in the beautiful Montana Wisconsin air.
Career Highlights
- Successfully implemented dozens of Salesforce CPQ projects in his time at ATG
- Successfully implementing nearly a dozen Billing projects in his time at ATG
- Was the first consultant at ATG to work on a Salesforce CPQ project
- Holds several certifications for Salesforce CPQ, Aria, MetraNet, Salesforce CPQ, Apptus, and BigMachines
- Voted Least Likely to Brag About His Accomplishments four years running
Viewpoint
“Nothing is ever easy because if it was it wouldn’t be worth doing. Some of the greatest frustrations lead to the greatest feelings of accomplishment. Doing the right thing and always putting the client first will always put you in a position to be successful."
Erin Curley
Senior ConsultantExperience
Erin has more than seven years of experience as a project manager in the SaaS field and specializes in billing solution implementation. In the years prior, Erin worked as a Stage Manager for various productions in the Philadelphia and D.C. areas and in operations for a start-up.
In operations, Erin used her skills from Stage Management to drive various initiatives. She was referred to as a natural PM from the start. Following Project Management classes at Villanova University, she agreed to officially accept a role in project management. Erin cut her teeth working on internal initiatives, managing teams, and projects all over the globe. After successfully hiring a team of DBA’s, System Administrators, and a highly-skilled writer to help her scale the Operations team and implement new processes to support the growing business, Erin chose to move to the client-facing world.
As an Implementations Project Manager, Erin continues to draw parallels to her start in theater: A cast and crew are formed, months are spent working along with a schedule that leads to dress-/technical rehearsals, and eventually you, quite literally, go live. Each production is unique, but they all follow the same formula and principles to keep things moving along, organized, and changes properly tracked. It’s with this background that Erin approaches her roles and has always been able to find the value in People, Process, and Technology alignment.
Career Highlights
- Erin has had the honor of being the Project/Program Manager for 15+ career implementations.
- As Operations Site Supervisor, Erin was responsible for the oversight of multiple teams maintaining multiple PCI environments.
- Erin project managed the early phases of Aria’s LiveRelease process, from simply minimizing release downtime to the celebration of their first no-downtime release.
- Erin has driven multiple process improvements for Aria’s implementation methodology and remains involved today in the build-out of ATG’s Aria-Atlas repository.
- Erin is a member of both the Aria and goTransverse Partner Communities of Practice as a PM specializing in billing implementations.
Viewpoint
“Through my years in the field, ATG has always had a great reputation for their extremely knowledgeable staff and high-quality processes around project management. That knowledge, paired with the opportunity to expand my reach through the rest of the ATG Monetization Ecosystem™, is what led me to work here."
William Devich
Principal ConsultantExperience
William has been with ATG since 2013 working in numerous roles and applications throughout the organization. He has spent time on strategy and implementation projects, primarily focused on technical, architecture roles for large, enterprise engagements. He has years of background in Salesforce Revenue Cloud, operating as a Solution Architect and Implementation Consultant for both CPQ and Billing projects.
Currently, William is part of the Platform Architecture team and is a Principal Consultant. He has also led a team of solution architects for several years and focuses on how to scale and train future solution architects.
William has been involved in some of ATG’s largest Salesforce implementations, working with companies going through large-scale business transformations. Many of these companies are transitioning from home-grown back-office solutions, or through acquisitions and mergers and need new or improved enterprise solutions. William wears many hats on his projects in addition to his main architecture role, through enterprise business analysis, project manager, and quality assurance, to ensure there is strong collaboration and success throughout the entire customer journey.
Career Highlights
- In 2020, William was awarded as a member of ATG’s President’s Club.
- William has earned the following professional accreditations:
- Salesforce CPQ certification
- Salesforce Platform App Builder certification
- Salesforce Admin certification
- Conga Contracts certification
- Conga Composer certification
Viewpoint
“I strongly believe in approaching each project differently, knowing that one solution or approach might not work for all clients. Understanding the customer’s vision and business drivers is critical for setting up the entire project for success. I focus on ensuring there is strong collaboration with the customer, consistent and timely communication, and attention to quality and scale that drive desired business outcomes. ”
Keely Gaskill
Principal Consultant / PMExperience
Keely has over 10 years of technical project management experience that spans the complete software lifecycle from design and creation to implementation and maintenance. At ATG, she is one of the most well-rounded project managers, thriving on complex, multi-facetted implementations of SaaS systems such as Salesforce CPQ, Billing, Conga, and Docusign. Keely is seen as a leader throughout the project management community.
Before taking on the Quote to Cash world, Keely was the Implementation Manager for a school bus routing and GPS software company. She managed a team of 10 project managers and two Data Analysts. She was also the GPS tracking software Subject Matter Expert and it was there that Keely really found her passion for customer-facing project management. The act of ensuring America’s youth had the opportunity to an education when many around the world are not so privileged was profoundly powerful. Keely also became a mother during this time period and connected with a parent’s need to keep their children safe as they sent them off to school. GPS tracking of both buses and students provided the extra level of security a parent needed to feel comfortable.
Keely received her Bachelor of Arts degree from the University of Wyoming in International Studies with a focus on Africa in the Middle East and French. She studied abroad in Senegal which is a Muslim, French-speaking county. This experience humbled Keely and changed her worldview. Upon returning home, Keely lived in Denver and helped relocate refugees through the African Cultural Center. Concurrently, she also worked in Accounts Payable for a national building supply company.
Finding Project Management for Keely was finding her passion. Who knew her list-keeping and money-hoarding in a fanny-pack as a child could translate to a career! It has been a journey to get to where Keely is now but she wouldn’t change any of it because it led her here… and here is pretty darn good.
Career Highlights
- ATG President’s Club winner, 2019
- ATG Project Management Community of Practice leader which supports the practice in continued education opportunities, best practices, and management expertise
- Product Owner of FuseKit™ managing product scope, monthly deliverables, product communications, product demos, customer onboarding, and contract management.
- Successfully implemented Salesforce CPQ and Billing systems more than 20 times; leading a $3.5 Million implementation with a team of 30+ resources
- Selected to travel to France to establish an international GPS tracking software branch
- Located a lost child through GPS software she implemented.
Viewpoint
"The strategy involved in taking a group of people all with different experiences and varying skillsets, a specific sum of money, and a goal in mind then melding it together to achieve success is truly an art form. It can be intimidating to most and too stressful for many but let me tell you, those who get it right carry pride in their heart that can never be forgotten. Welcome to Project Management."
Nick Hallgren
Principal ConsultantExperience
Nick is a technically-minded leader with over a decade of experience in IT systems. He has a diverse range of skills and experience including creating tools and a framework for deployments, working as a system administrator, and supporting teams.
Nick has worked at ATG for over five years. During this time, he has mainly focused on the Salesforce platform, spending most of the time on expanding and developing the deployment processes at ATG
Career Highlights
- In 2019, Nick was selected to the President’s club at ATG Cognizant, one of their most prestigious awards.
- Nick holds the following Salesforce or platform-related certifications:
- Salesforce CPQ Specialist
- Salesforce Administrator
- Salesforce App Builder
- Flosum certified
- Prodly AppOpps certified
- Conga Composer certified
- Nick founded the Deployment Team at ATG Cognizant. This team still exists today and has grown at ATG-Cognizant.
- Roles at ATG-Cognizant include Implementation Consultant, System Admin, Business Analyst, and Deployment Founder.
Viewpoint
“Cloud services are rapidly expanding as more organizations are migrating into the space. Continuing to be agile, adapt, and evolve as new technologies emerge is key to staying relevant. Methodologies will be a guiding light for companies who are looking to expand here.”
Rushikesh Kotwal
Principal ConsultantExperience
Rushikesh is a seasoned IT professional with more than 15 years of CRM (Salesforce and SAP), CPQ, Quote to Cash (SaaS and ERP), IT leadership, program management/solution architecture, and consulting experience, including large-scale system design and implementation, program/project management, office development and execution, package selection, and implementation.
Career Highlights
- CPQ, Quote to Cash, and CRM certifications on various platforms like Salesforce, SAP, and Conga
- Professional certification as Project Management Professional (PMP) and Certified Scrum Master (CSM). Extensively worked on both Agile and Waterfall methodologies as an individual and lead.
- Lead architectural team on various complex enterprise-level projects
- Received numerous awards for team and organizational-level contributions
Viewpoint
“Trust and respect are essential for employees to feel empowered and confident. At ATG, it carries through within its teams, the organization, and with the client. We understand customer problems and work towards resolving them in a pragmatic manner.”
Steve Lohrenz
Principal ConsultantExperience
Steve is a talented software developer with over twenty-five years of experience. He has been working with Salesforce CPQ and Billing for five years, as well as other applications such as Mulesoft and Jitterbit. Steve has become ATG's jack-of-all-trades, filling many roles on projects including Integration Architect and Software Developer. He also is the Technical Practice Lead for the Integration Engineering team and the Technical Lead for Strategic Partnerships.
Career Highlights
- Steve has six Salesforce Certifications (Data Architecture and Management Designer; Integration Architecture Designer; Sharing and Visibility Designer, Platform Developer 1; Platform App Builder; Administrator) and two Mulesoft certifications (Platform Architect; Certified Developer).
- He has been given the ATG President’s Club (ATG’s highest accolade) award once and shortlisted many other times.
Viewpoint
“If you look at successful projects and troublesome projects, you always see clear communication and expectations at the forefront of successful projects and poor communication and expectations hampering troublesome ones.”
Tom Mateer
Principal ConsultantExperience
Tom has more than 30 years of experience in the communications industry, working both as a consultant to – and employee of – service providers. He has held executive positions involving strategic development, new product development, market positioning, sales, customer service, and business unit management.
As a consultant, Tom has worked with a number of start-up service providers as well as mature companies, leveraging his deep experience across multiple business functions. In these roles Tom participated in the design and execution of business functions that were integral to finance, accounting and billing, as well as fundamental to the Quote to Cash process.
Tom works with the Missoula Solution Center (MSC) as a senior consultant, where he has executed a series of projects documenting system architectures and workflows for Lead to Cash processes; developing billing system requirements; and planning billing system conversions.
Career Highlights
- At E&Y’s Telecommunications Consulting Group, Tom used his operational, technical and analytical skills to pioneer the development of new tools to model complex cost allocation processes.
- As Sprint’s strategic champion for wireless, Tom was a key contributor to the creation and start-up of Sprint PCS.
- As a senior advisor to Public Mobile in Toronto, Canada, Tom worked across all departments to plan and execute the launch of their business. Tom’s work included leading workstreams to select and implement IT consulting resources and post-paid and pre-paid billing systems.
- Through a series of client engagements at ATG, Tom has helped to define ATG’s documentation and billing system implementation methodologies.
Viewpoint
“When a project is big, complex and mission-critical, it demands both functional- and company-specific expertise. There is no substitute for the experience one gains from going through a process multiple times, just as there is no substitute for the knowledge of how systems and processes work together within a specific company.
"Every project has its own unique challenges, but you can mitigate project risk by having the right mix of expertise (functional and company-specific) who know how to apply their expertise when new challenges emerge (as they always do).”
Anneloes Morosi
Principal ConsultantExperience
Enhancing the user experience through in-depth requirements elicitation and user interface design is Anneloes’ professional passion. With almost 20 years of experience in the software development and implementation space, she is a sought-after Business Analyst and UX Designer on ATG projects.
Prior to joining the ATG team, Anneloes spend 8 years as the lead UX Designer for a Quote to Cash solution tailored to the utility industry. Different phases of this project focused on various components of the ATG Monetization Ecosystem™, such as CRM, Order Management, Product Catalog, Usage Management, Service Delivery, Payment Processing, and of course Billing & Invoicing. This solution ultimately reduced data errors by 99%, new user training hours by 25%, and allowed CSRs to answer 80% of inquiries from the primary customer page.Anneloes takes a user-centered approach to everything she does and has a reputation for creating detailed process flows, interactive mockups, user-focused demos, and reusable toolkits. During her time with ATG, she has been instrumental in the development of a number of custom software solutions, including a two-year project where she partnered with ATG’s developers to design and build a billing solution from scratch. Anneloes uses her deep knowledge of business analysis and design to help implement a variety of cloud billing and CPQ solutions and serves as team lead and mentor for newer consultants at ATG.
Career Highlights
- Experience with Aria, goTransverse's TRACT, and Salesforce Billing
- Earned Salesforce CPQ Blue Belt
- Completed CPQ Demo Course
- Built custom billing solution from scratch
- JIRA power user
- Extensive experience in Agile methodology
Viewpoint
"My favorite ATG Core Value is the Power of Teams. It is such an honor to work with a group of super talented consultants that realize that incredible results happen when you teach others what you know and learn from others what you don’t."
Sharmon Moss
Principal ConsultantWhy ATG?
"I joined ATG to be in on the ground floor of an organization with trustworthy leadership that was focusing on the people, process and technology related to the ATG Monetization Ecosystem™. Having the opportunity to work with a combination industry veterans and bright, enthusiastic newcomers is an added bonus."
Experience
Sharmon brings a significant breadth and depth of experience and expertise across the monetization ecosystem. She’s been involved in the people, process and technology aspects of systems implementations, current-state assessments, vendor selection, custom software development and systems integration in various roles, both official and de-facto.
Her technology career began in the wireless industry, and has progressed through various service providers environments. Before the concept of Quote to Cash was commonly understood, Sharmon was implementing and integrating ordering, provisioning, and billing systems to make it happen. With ATG, Sharmon has broadened her experience in CPQ and CLM, and will now happily whiteboard the whole ecosystem for you if you ask.
Even when not on the road working with ATG’s clients, Sharmon enjoys traveling to new places, meeting new people, and seeing new things. If there’s live music involved… even better.
Once the heiress to the toilet paper empire that bears her name, Sharmon walked away from the gilded life to help businesses manage their customers and revenue, and ATG is lucky to have her.
Career Highlights
- Requirements, Design and Process definition to support transformation of a non-traditional service provider into the world of CPQ, CLM and Order Management
- Launch of SFDC refresh which also added Lead Conversion and on-boarding processes
- Transformation of processes and design of integration to support CPQ migration and CLM implementation
- Requirements, Design and Process refinement to support launch of CLM in conjunction with a global, organization-wide billing and CPQ migration
- Launch of Integrated Ordering, Provisioning and Billing system for major cable provider’s Internet and Voice Services - on time, with no significant defects
- UK Launch of billing system for global service provider
- Launch of first integrated inter-telco access ordering platform
- Domestic billing conversions for wireless and Voice-over-Cable providers
Viewpoint
"Stakeholders are usually eager to talk about how the systems and processes will work when adding new customers. That’s great, but it’s not the whole picture. You also want to serve your existing customers, and sometimes customers leave. We’ll help you evaluate all the use cases that your business needs to support and prepare for your launch."
Evin Ozer
Principal ConsultantExperience
Evin holds B.S. and M.S. Computer Science degrees from the University of Montana and has worked with ATG for over 6 years. His first position at ATG was as a QA Automation Engineer. He later transitioned to the role of Software Engineer. Most recently, he has assumed the role of Practice Lead within the Data Engineering department of our delivery team.
As an individual contributor, Evin has successfully led projects across a number of roles and responsibilities. As a practice lead, he has helped to cultivate a community of Data Engineers who are excelling as individual contributors and thought leaders.
Evin continues to be an active leader in practice development efforts which allow his team to enhance existing processes, develop best practices, and build relationships with other practice areas across ATG.
Career Highlights
- Developed industry-standard training for migrating data into Salesforce CPQ & Billing
- Provides practice leadership to the Data Engineering community
- Direct delivery of over 20 data migrations on enterprise Q2C implementations
- Indirect support provided to all other Q2C data migrations delivered by ATG
Viewpoint
"Data Engineering is the hardest job on a Q2C project, and it represents the greatest risk to a project’s success. Getting data into any system is easy, but doing it “right” is the hard part. Success can only be achieved if we align the right stakeholders (ATG & client) to collaborate on a vision for migrated data. Fundamental questions regarding data must be asked and answered.
- What data are we migrating?
- Why are we migrating that data?
- What business process will migrated data support?
- How can we test the results of a data migration?
- Who should test the results of a data migration?
- What is our success criteria for the data migration?
"Once a vision for migrated data takes form, we can begin to reach for the outcome a client is looking for."
Joshua Pearson
Principal ConsultantExperience
Josh got his start in IT after finishing his Bachelor’s in Management Information Systems (MIS) from the University of Montana in 2012. His background in hospitality and small business operations coupled with this technical training enables him to work effectively with stakeholders and project teams to achieve successful outcomes.
Through the last ten years Josh has worn several hats, including enterprise business analysis, delivery assurance, project manager, and program manager. As a Principal Consultant within our Delivery Management organization, Josh is tasked with delivering projects for some of our company’s largest and complex clients while supporting the growth of our practice.
When he’s not actively managing client engagements, Josh focuses on training and mentorship for ATG’s growing delivery team of project managers. He’s passionate not just about delivering successful projects, but helping colleagues and clients grow as well.
Career Highlights
- Josh successfully delivered two large multi-national Salesforce engagements partnered with Microsoft D365 ERP implementations over a four-year period.
- Josh is a recognized leader within the project manager community holding multiple VP roles within PMI Montana chapter over the last six years.
- He also authored the original version of ATG’s Atlas Delivery Framework® with support from countless contributions from team members from across the organization.
- Josh has had his hand in several other key process initiatives to help ATG scale including building the company's first official onboarding process and community of practice for business analysts and project managers.
Viewpoint
"Which engagement is more successful – the one that came in on-time, on-budget, and within scope but failed user adoption, or the project that was late, over-budget, and widely accepted? The answer completely depends on our definition of success. That’s why it’s so incredibly important to work together in order to define tangible outcomes that take us beyond the SOW. Our ability to build deep, trusting relationships and achieve those goals is what sets us apart."
Matt Shepker
Principal ConsultantOverland Park, KS
matt.shepker@cognizant.com
Experience
Matt Shepker leads the Information Management & Architecture group at ATG. This group is responsible for all database and data-facing applications designed and developed by ATG. Matt has been with ATG for 12 years and is the first official employee of the company. Prior to ATG, he worked with several other consulting companies in a variety of roles. In his consulting career, Matt has worked in all sizes of organizations and in every imaginable environment from co-op to Fortune 500, and from meat-packing plant to high security defense facility. Matt lives in Overland Park with his family. He is involved in several open source hardware and software projects and is currently building a semi-autonomous ROV.
Career Highlights
- Led the first three iterations of a software platform that had an installed base of 1.5 million users – the platform was purchased by a major systems integrator for over $500 million
- Designed and implemented a data collection system for use in food processing facilities that allowed for extremely accurate product tracking and targeted recall ability
- Was responsible for a very large database consolidation project for one of the top five telecom companies in the United States
- Has published six books on SQL Server and systems integration
- Founding member of ATG
Viewpoint
"I look at consulting as an opportunity to contribute to the entire organization, not just an individual department or a business unit. An organization may initially look to a consulting company, or even an individual consultant, for specific expertise, skills, and experience. To provide real value, that individual or company must be willing to contribute in different areas than what they were originally brought in for."
Todd Abraham
Principal ConsultantExperience
Todd is a senior-level consultant with over twenty-two years of telecommunications experience in the detailed design, analysis, development, testing, and support of the following major systems: Mediation, Usage Processing, and Billing. He brings industry recognition as a subject matter expert in usage mediation and industry-standard usage formats.
Additionally, his expertise includes involvement in the entire software development life cycle (SDLC), with significant hands on work in developing and configuring revenue assurance tools to support usage-related audits, for both voice and data.
Todd’s background also includes significant experience with conversion initiatives from legacy mainframe-based customer care, billing, and provisioning systems to Unix-based billing systems. More recently, he is delving into the cloud-based Mediation and Billing spaces.
Career Highlights
- Designed and supported a new Mediation system for the world’s largest conference calling company
- Led Mediation and Interface teams in multiple major telecom company conversions and integrations
- Developed Mediation and Usage Processing System for a major ILEC and CLEC
- Brought deep telecom knowledge, Mediation/Usage processing experience, and Call Detail Record expertise to many revenue assurance projects
Viewpoint
"When all is said and done, there are only two things that really matter: Does the system work, and is the client happy? I work hard to make sure the answer is 'yes' to both of these questions, and my teammates at ATG do, too.”
Reza Rafie
Principal ConsultantExperience
Reza has nearly 25 years of experience involving telecommunication OSS/BSS system architectural design. His designing experiences focused on key monetization systems including order entry, resource management, CPQ, provisioning, taxation, and billing. He has high analytical skills that provide data-level views of end-to-end internal systems and integrated systems analysis.
Career Highlights
- Provided enterprise solution design for many ATG advisory projects supporting companies’ road map and goals as a solution architect
- Designed and coded solution for Lumen service cloud business reporting request as a solution architect
- Responsible for the design, development, and implementation of salesforce CRM for a major satellite company as an enterprise architect
- Developed migration tool and scripts for telecommunication companies CRM, Resource management, product catalog, and subscription records systems
- Designed and developed BI infrastructure for a major satellite company Completed Salesforce CPQ Specialist Certification
Viewpoint
"What processes, platforms, and applications do is to help data complete its end-to-end journey throughout the systems. Knowing the data structure, transformation, and flow throughout the systems will give us an in-depth view of application architecture."
Hannah Sackett
Principal Consultant, Lead SPM Solution ArchitectWhy ATG?
"As a life-long consultant working primarily in finance and business strategy sectors, I was drawn to the opportunity of working in the ever-growing tech space. I had also heard of ATG; it has made a name for itself in our small mountain town as a solid employer and community advocate. When I heard that ATG also has excellent training programs to support accelerated onboarding for those without a background in tech, I was immediately interested! The rest is history."
Experience
Hannah is an experienced Sales Performance Management consultant and solution architect. She has worked with companies varying from mid-size to enterprise, implementing SPM software and providing advisory services.
During her tenure, Hannah has supported client transformation and automation of forecasting, sales organization changes, opportunity management, quota setting, territory sizing, and compensation plan administration and design.
While specializing in solution architecture, Hannah also has experience in solution engineering, project management, quality assurance, and delivery assurance.
Career Highlights
- 20+ Xactly go-lives with 100% success rate
- 10+ Xactly certifications
- 5+ Varicent courses completed
- Multiple SPM articles published on ATGinfo.com
- Lead SPM IP content creator and curator
Viewpoint
“Sales Performance Management is often considered a downstream division of an organization’s operations. From a data-flow perspective, this is true. But from a process perspective, SPM is the engine by which an organization fuels purposeful growth.”
Ashley Zuelke
Principal ConsultantExperience
Ashley started her Salesforce career five years ago as a Business Analyst and Project Manager. With experience in Learning and Development, Analytics, and Process Management, Ashley has excelled in helping clients define, implement, and train users on new business processes using Salesforce. The depth of her knowledge in Sales Cloud and Service Cloud makes her sought after to solve platform requirements that wow Sales and Customer Support users alike.
While primarily supporting projects as a Solution Architect, Ashley is a utility player, who frequently steps in to provide seamless service to our clients. She enjoys the capacity her role provides to mentor new team members, guiding them through tough conversations and technical gotchas.
Ashley is a graduate of the University of Houston Downtown with an international business degree and a love for world cultures. After directing an India-based team for three years, Ashley was able to travel to India to meet, mentor, and learn about their culture in person – a truly life-changing experience.
Career Highlights
- Successfully implemented more than three dozen Salesforce projects
- Holds four Salesforce certifications including CPQ Specialist, Service Cloud, and Sales Cloud Consultant
- ATG ‘All In’ Core Value Award 2021
- >Idolizes Bridget Smith, Director of Delivery Implementations at ATG for her power to GET IT DONE!
Viewpoint
"Clients come to ATG to find trusted advisors and experts. To meet the challenge, I focus on how my project team is collaborating so we can provide an exceptional outcome for people, process, and technology transformations!"
Greg Snortland
Principal ConsultantExperience
Greg is a veteran information technologist with over 25 years of experience as a director, consultant, and software engineer. He is driven to deliver positive change improvements for his clients. Greg has led project and technical operations teams with a focus on efficiency, quality, and user experience.
Career Highlights
- 2020 ATG President’s Club recipient
- Certified Salesforce Administrator
- Certified Salesforce Platform Developer I
- 25+ years of application and web development including Apex, C#, and ColdFusion
- 18+ years customer-facing technology consulting –business solution implementation & delivery
- Co-author "Advanced Macromedia ColdFusion MX Application Development Third Edition" – Macromedia Press
- Technical editor - “Sams Teach Yourself Cold Fusion in 21 Days” – Sams Publishing.
Viewpoint
"Quality is our number one goal. Delivering the best quality product to our clients provides the foundation for help the client to achieve their vision and increases their opportunity for success."
Robert Strunk
Principal ConsultantWhy ATG?
"In a word, serendipity. My employer was acquired by ATG in 2020. I was blown away by the amazing people and processes of ATG. Best place I have ever worked!"
Experience
Robert has served as a Salesforce consultant and developer for ~10 years. During that time he has had the pleasure of working for a few different Salesforce partners. Robert has been in countless Salesforce orgs across a plethora of industries and has been faced with very unique challenges. He has experience working with customers ranging from small “mom & pop” shops to global enterprise organizations with thousands of end-users.
In the early years of his career, Robert focused on mastering the fundamentals of declarative Salesforce configuration. Within the first year of working with Salesforce, Robert had earned five of the seven total certifications available at that time. Currently, Robert has earned a total of nine technical Salesforce certifications.
Robert's programmatic Salesforce experience is extensive. He has written inbound and outbound integrations of various types. Designed and built solutions involving batch, scheduled, and other asynchronous operations. He has created countless custom user interfaces for various use cases. Robert has created applications for internal use as well as applications for customer use.
Career Highlights
- Robert’s first big “Win” in Salesforce Development was when he was brought in to fix an SMS text message integration that was broken. Previous attempts by other partners were unsuccessful. An apex trigger was recursively firing and spamming top-level employees including C-Level executives for a major health care provider. This was a very high visibility issue and Robert rolled up his sleeves and got it solved.
- Robert came up with a solution to a very widely known gap in Salesforce’s visual flow product. At the time, visual flows did not support uploading attachments. Robert wrote a blog post about his solution and it caught the eye of the Salesforce community resulting in Robert being invited to speak at Dreamforce. Robert took the stage in the DeveloperZone at Dreamforce 2015 to speak about the solution.
- While working at another Salesforce partner, Robert received an award for being the most helpful and responsive team member when others were stuck on technical challenges they were not sure how to resolve.
- Robert owned an internal onboarding process for familiarizing new hires with the development practice operations at a previous Salesforce partner.
Viewpoint
"Nine women can’t have a baby in a month. There are no shortcuts to quality.”
Stephanie Viereckl
Principal ConsultantExperience
Stephanie Viereckl (rhymes with “Miracle”) is a natural problem-solver, strong communicator, and driven leader at ATG Cognizant. Her background in marketing, coupled with her unique experience working as both a Developer and Implementation Consultant, allow her a detailed yet expansive view of the Quote to Cash landscape.
Stephanie adds value to her project work through her proactive working style, attention to detail, and rapid ability to learn new things. Stephanie puts a constant emphasis on creating high-quality, maintainable custom solutions for her clients that focus on fulfilling the client’s needs, not just the project requirements. She is especially passionate about training and mentoring others, as well as fostering a collaborative development culture within ATG.
When she isn’t solving challenging problems at work, Stephanie enjoys challenging herself by trail running, mountain biking, or skiing on Montana trails. Someone should probably tell her about television.Career Highlights
- 2020 ATG President’s Club Recipient – one of ATG Cognizant’s most prestigious awards
- Has performed various critical roles within many successful project go-lives, including Software Developer, Development Lead, Release Manager, Solution Architect, and Implementation Consultant
- Led and transformed ATG’s Salesforce Developer Training to better meet the needs of participants and better establish Coding Standards for Software Engineer resources
Viewpoint
"Teams that build each other up, build successful solutions. The Power of Teams at ATG Cognizant can be seen in the dedication that ATGers have in becoming individual experts, and then turning around and scaling others. In this way, a single person can impact many, and our teams can continuously solve the most complex problems. This is the ATG Cognizant “magic” that I strive to generate every day, both internally and on client projects."
James Walker
Principal ConsultantExperience
James has been a part of ATG's delivery organization for more than six years, working primarily with Salesforce Revenue Cloud as an Implementation Consultant and Solution Architect.
James has led successful Salesforce CPQ and Billing implementations for clients across multiple verticals including Medical Technology, Software, and Manufacturing. Areas of expertise include pricing automation, amendment/renewal processing, usage billing, and integration/data migration architecture.
Within an implementation, James focuses on meeting business requirements with configurable platform features wherever possible. When customization is necessary, James works closely with developers and engineers to build scalable data structures and automation, which enable clean processes and reporting for business users.
Career Highlights
- James has earned three Salesforce certifications - Admin, CPQ Specialist, and Platform App Builder
- James is also Conga Composer certified
- Is a proud product of the ATG Intern Class of 2015
Viewpoint
“Quote to Cash process transformation is one of the biggest challenges facing today’s business leaders. I am proud to work for a company that consistently delivers successful outcomes on the most complex Quote to Cash projects.”
Douglas Zone
Principal Consultant & StrategistExperience
Over 28 years, Douglas has worked in all aspects of what is now termed the Monetization Ecosystem, starting in Billing, and expanding to the full Quote-To-Cash process. He has taken his deep Domain Expertise to almost every role from Implementation to Project/Program Management, Engineering to Architecture, Product Management to CTO, and Consultancy to Strategist.
Douglas’ first billing project at British Telecom in 1993, changed his career from Logistics to Monetization definitively. With BT under his arm, Douglas spent the next 15 years in Program Management and as A CTO across every continent, with extended assignments in London. Madrid, Singapore, and Latin American Southern Cone.
Douglas’ graduate education includes MIT (Business and Operations Research), Tufts (international Economics) and undergraduate Emory (Economics).
Career Highlights
- Product Management and Senior Director at Ericsson
- VP Billing Visa Europe
- Chief Technology Officer at MetraTech (acquired by Ericsson)
- Original member of Kenan Systems Billing Team progression to Regional CTO for EMEA
Viewpoint
"With close to 30 years with Billing Systems, I am beginning to see systems that are truly beginning to fulfill the promise that I saw in the domain back in the days when the first productized systems began to emerge. Billing has grown up just in time for the challenges of revolution in what both services and products are."