John Abernathy is responsible for delivering client solutions in the food and distribution industries. John has more than 30 years of experience in business unit operations and information technology.
Highlights
John has extensive experience in the disciplines of management and technology consulting, manufacturing, retail, wholesale distribution, logistics, distribution, warehousing, procurement, and sales and order management.
As a senior project manager and strategy executive for West Monroe Partners, John assists leadership of the Enterprise solutions practice, bringing extensive experience in business process, IT operations management, organizational design, and strategy disciplines. His primary focus is on middle market clients in the food, retail, and manufacturing and distribution industries. He works with clients on merger and acquisition due diligence, IT strategy, IT organizational design, business process optimization, enterprise resource planning (ERP) software selection and implementation, and complex project management.
Prior to joining West Monroe Partners in 2005, John worked for several global consulting organizations, including Bearing Point, the Senn-Delaney retail unit of Arthur Andersen, and KPMG Peat Marwick, all in Chicago. He also has served as a group project director for Armature/BACG, a multinational organization providing ERP and supply chain software and consulting services to the retail and distribution industries. Finally, he has held IT executive positions with several organizations in the medical supplies and grocery industries.
John holds a Bachelor of Science degree in business administration from Southwest Missouri State University.
Sean Adkins is responsible for developing the company's Columbus office and serving as the company’s US lead for Labor Management solutions. Sean has more than ten years of Big Five consulting and Fortune 15 corporate experience, during which he has developed expertise in business strategy and process improvement and a solid track record for delivering tangible business results and achieving return on a wide range of high-profile business investments.
Highlights
Sean is a motivated professional who values direct communication and has an uncompromising focus on customer satisfaction. He is a certified project management professional (PMP) with highly respected skills in a variety of business disciplines, including shared services transactions, information technology, mergers and acquisitions, business process development and re-engineering, and labor management.
Sean's professional background includes leading major business initiatives in the healthcare, automotive, financial services, and food distribution industries. He has substantial experience managing large, cross-functional project teams and multi-million-dollar program budgets, as well as programs that span many physical locations and thousands of users. He is adept at working with business executives to define performance objectives and expectations and to establish executive visibility into program progress.
As West Monroe Partners’ US Labor Management practice leader, Sean oversees many of the company’s US-based labor management projects. In this capacity, he manages project teams and works with client executives to implement programs that improve core labor management processes and produce sustained value.
Sean's work has been recognized for its impact on business performance -- for example, by Cardinal Health for his role in the successful implementation of technology solutions and business processes for a new customer that resulted in significant revenue for Cardinal.
Sean was a principal of Mosaic Consulting LLC, which merged with West Monroe Partners in 2005. Prior to forming Mosaic Consulting, Sean served as a project office manager with Cardinal Health, a manager in Arthur Andersen's Business Consulting practice, and a program manager with MicroAge Technology Services.
Sean earned a Bachelor of Science in Marketing and Management Information Systems (MIS) from Miami University. He is a corporate board member and seminar chair for Hugh O'Brian Youth Leadership, an organization devoted to helping young people make a difference and become positive catalysts for change in the home, school, workplace and community.
Brian Alletto is an Architect in the infrastructure practice at West Monroe Partners, specializing in designing, building, and supporting Microsoft-server technologies.
Highlights
Brian Alletto has significant experience in many network and server infrastructure technologies, including messaging, local area networking, storage, server virtualization, and network management. He has worked with clients across a diverse range of industries, including financial services, private equity, and manufacturing.
Before joining West Monroe Partners in 2006, Brian spent nearly five years as a network engineer for Katten Muchin Rosenman, LLP, a 600-person law firm with offices in the United States and United Kingdom. In this capacity, he was responsible for the design, implementation, and administration of various server and network computer systems and applications. He began his career as an experienced consultant in the Advanced Technology Group of Arthur Andersen’s Business Consulting practice, where he specialized in network and server infrastructure design and implementation. His project experience included customer relationship management, document management, IT planning, and infrastructure implementation.
Brian earned a Master of Taxation degree from the University of Denver and a Bachelor of Science degree in Accountancy from Miami University. He is a Microsoft Certified Systems Engineer.
Doug Armstrong is a member of the executive team of West Monroe Partners, where he leads the Customer Experience and Enterprise Content Management practices. He also works with many private equity firms to conduct IT and Customer due diligence for various acquisition targets. Doug is also responsible for the company's business development and marketing function and serves on its Board of Directors.
Highlights
With West Monroe Partners, Doug has led many client engagements to address customer acquisition and retention strategy, eBusiness strategy, customer relationship management, knowledge sharing and collaboration, enterprise content management and portal technologies, Internet marketing, software requirements and selection, web site redesigns, usability testing, Internet operations efficiency, IT due diligence, and transaction-related services.
His clients span a wide range of industries and include SC Johnson, American Medical Association, MB Financial, Hewitt Associates, Lake Capital, GTCR, Friend Skoler, Baird Capital, CCC Information Services, Walton Street Capital, Classic Residence by Hyatt, Navigant Consulting, and the Wrigley Company.
Previously, Doug was a Partner with Andersen's Business Consulting Practice, where he created, led, and managed a global Internet consultancy practice of more than 200 professionals specializing in Internet design, portals, content management, and development. Doug also created and managed Andersen's in-house digital marketing group - a responsibility that included internal and external web properties and client extranet programs. He was a leader in Andersen's Knowledge Enterprises group which managed the firm's knowledge capital and global best practices. Doug also had responsibility for the firm's external web sites and client extranet offerings. He held various marketing director positions at Andersen, leading the implementation of marketing programs for new service line launches, advertising, interactive marketing, public relations, and brand management.
Doug has served as an Adjunct Professor at both Northwestern University and DePaul University's Kellstadt Graduate School of Business, where he instructs undergraduate and MBA students in "Strategic Marketing", "Integrated Marketing Communications", and "Technology and the Marketing Function". Doug is a member of the Springboard Foundation, which was created to improve the quality of life in Chicago's economically challenged neighborhoods through the support of small, not-for-profit organizations throughout Chicago.
Doug co-authored The Clickable Corporation: Successful Strategies for Capturing the Internet Advantage (The Free Press, July 1999). He is an accomplished presenter who has shared insights at dozens of conferences and seminars dealing with strategic Internet topics, marketing, and knowledge management. He was invited to speak at the World Economic Forum in Davos, Switzerland, the World Economic Development Congress in Washington, D.C. and Hong Kong, and IBM's "Make it Easy" conference.
Doug received his MBA in Marketing from the University of Illinois, Champaign-Urbana, and his B.A. in Public Policy from Tulane University in New Orleans.
Yves Belanger is responsible for delivering solutions involving operations and supply chain measurement, process improvements, and logistics network design. He also provides leadership for the company’s practice in Canada.
Highlights
Yves joined West Monroe Partners in 2006 through its merger with LxLi. At LxLi, Yves was instrumental in logistics strategy development and deployment, operational reviews, operational turnarounds, e-commerce strategy, engineered labor standards, and union audits for leading firms in Canada, the USA and Australia. Yves' responsibilities center on logistics and process optimization.
Described as a "pioneer in the industry" through his leadership in applying industrial engineering concepts to sectors beyond manufacturing, Yves has designed and implemented innovative processes at major North American distribution and retail store operations. He is recognized for his ability to take ideas and concepts typically associated with one industry, and adapt them to another where they create a totally new and effective means of meeting operational challenges.
Yves’ industry background includes serving as vice president, logistics for SERCA Foodservice Inc. (now Sysco Food Services), where he was responsible for the redesign of the distribution network that consolidated 28 distribution centers into 17. Yves also led the rollout of the EXE Warehouse Management System (EXceed 2000), allowing for the effective implementation of engineered labor standards.
Prior to his position with SERCA, Yves was the director of industrial engineering with Loblaw Companies Limited, Canada’s largest food wholesaler and retailer. Yves led several Supply Chain design initiatives (overall network strategy, General Merchandise, Fresh Food, and Slow Moving Warehouse). Moreover, Yves was responsible for the development and implementation of engineered labor standards for 25 distribution centers.
In 2000 the Institute of Industrial Engineers named Yves Outstanding Young Engineer in recognition of his talent and leadership. He is a certified MOST® practitioner and a regular speaker on industrial engineering and other topics.
Yves holds a Bachelor of Engineering degree in industrial engineering and a Master's degree from Ecole Polytechnique Montreal.
Dan Belmont is a member of the management team of West Monroe Partners, where he is responsible for developing the firm’s capabilities and serving clients in the utilities industry within the company’s energy and utilities practice. Dan has more than 15 years of experience in design and development of wireless networks, sales, manufacturing, management, and consulting in highly technical product industries.
Highlights
With a strong technical and entrepreneurial background, Dan provides leadership for West Monroe Partners’ Energy & Utilities practice strategy and its work for industry clients. In particular, he applies strong working knowledge of many wireless platforms to assist West Monroe Partners’ utilities clients as they evaluate and adopt Smart Grid solutions through the use of wired and wireless IP backhaul, Advanced Metering Infrastructure and IT integration technologies.
Dan has played an instrumental role in numerous municipal, cooperative and IOU projects to scope and design Smart Grid communication networks, define cost structure and budgeting, establish vendor relationships, plan implementation, and negotiate vendor contracts. He also has supported many efforts ARRA 2009 Smart Grid Investment grant applications for consideration by the Department of Energy to provide stimulus funding.
Dan joined West Monroe Partners in 2008 following the sale of db3 Broadband, LLC, a high-growth wireless Internet service provider that he founded in Lake County, Illinois, in 2003. As vice president and general manager, he established the company’s business model, secured financing, designed and built the company’s network, hired staff, and played an instrumental role in acquiring and integrating networks that complemented db3’s own offerings. By 2005, db3 Broadband grew to 30 towers covering over 1500 square miles serving thousands of customers and was one of the fastest-growing wireless Internet service providers in the Chicagoland area.
Before founding db3 Broadband, Dan was the Midwest Regional Sales and Marketing manager for National Starch and Chemical Company, a division of ICI Specialty Chemicals. He progressed quickly through the corporate structure in the company through his discovery and development of new product lines, involvement in a company-wide Siebel implementation, and involvement in new Internet-based initiatives. He also developed a new cohesive nationwide catalog, collateral marketing and website that were adopted by many other divisions of ICI Specialty Chemicals. Some of thisis still in use today.
Previously, Dan held sales and project management positions with several Chicago-area technical and industrial enterprises, developing a strong reputation for business development, customer satisfaction, and technology innovation. Concurrently, he co-owned and operated a three-location travel agency.
Dan earned a Bachelor of Science degree in finance from Northern Illinois University and an e-Business certification from the University of Chicago Graham School of Business.
Gary Beu is the firm’s managing director-People and Leadership Development. He is an accomplished human resources and operational executive with more than 35 years of global professional services experience.
Highlights
Gary Beu is an entrepreneurial leader with a proven track record of combining astute business sense with human resources expertise to solve organizational and operational issues.
Gary’s career spans all of the facets of human resources and operational management vital to a profession driven by talent and intellectual capital. He has earned respect as a leader and innovator in HR strategy, employee relations, compensation and benefits, performance management, recruitment and retention, career management, leadership development, regulatory matters, infrastructure and information systems, training, and diversity and inclusion.
Gary spent the majority of his career with Arthur Andersen, where he held a number of local, national and global human resources leadership roles, including global managing partner-Employee Matters; managing partner-US Partner Matters; and director-Human Resources for the Chicago office, Heartland market circle, and US central region. He also held several key operational roles, including leading a large consulting business unit, and served on several global advisory committees. He joined West Monroe Partners in September 2009 from Kirkland & Ellis, one of the world’s largest law firms, where he served as chief human resources officer for four years.
During his tenure as a human resources leader, both Arthur Andersen and Kirkland & Ellis were recognized for their people practices and career opportunities by organizations including FORTUNE®, Working Mother, the Human Rights Council, and Catalyst.
Gary earned a Bachelor of Science degree in business administration from Valparaiso University, where he continues to serve on the College of Business Administration National Advisory Council. He has been active in the Chicago community throughout his career, and is presently co-chairman of the board of the Midwest chapter of the U.S. Fund for UNICEF, as well a member of the Human Resources Advisory Committee for Chicago Scholars, a college preparatory program for high potential inner city youth. He also is a member of the Society for Human Resource Management and the Human Resource Management Association of Chicago.
George Bishop is responsible for designing and optimizing engineered labor standards solutions.
Highlights
George founded LxLi, which merged with West Monroe Partners in 2006. He has been an engineered labor standards consultant for nineteen years. George's main responsibilities focus on designing and optimizing engineered labor standards. He has worked with both management and unions in addressing work measurement and engineered labor standards issues and is a recognized expert witness in the field. He also applies industrial engineering principles in distribution environments.
George's consulting experience extends over many industrial sectors, with extensive experience in manufacturing, distribution, retail and product delivery operations.
George is emphatic about the need for proper training and communication in order to avoid resistance to work measurement standards. He is a certified MOST® trainer who has taught work measurement and methods engineering at the undergraduate level. He is a regular contributor of articles on work measurement and engineered labor standards, including the Industrial Engineering Handbook.
George is frequently invited to speak at international conferences and is recognized around the world as an expert in engineered labor standards design.
George holds a Bachelor of Engineering degree in industrial engineering from Ecole Polytechnique Montreal.
Tom Bolger is responsible for developing the company's Seattle office and enhancing its solutions for the financial services market. During his more than 12 years in financial services and consulting, Tom has led a number of complex, high-profile projects and has developed highly sought skills in operations management, solution development, relationship management, and alignment of technology with strategic objectives.
Highlights
Tom has a long-standing interest in building successful organizations. From the early days of his career as a consultant with Arthur Andersen to his substantial recent successes, such as driving Washington Mutual's award-winning online banking program, Tom has fostered a reputation for delivering results.
Before joining West Monroe Partners in 2005, Tom held several key positions with Washington Mutual, including business unit manager for the company's debit card business and vice president/manager for online banking. Washington Mutual is the third-largest debit card issuer in the United States, with more than 11 million customers.
Tom managed several very large programs for Washington Mutual, including the launch of company's online banking platform and the largest debit card conversion in U.S. banking history. Both of these initiatives involved teams of more than 300 people and budgets in excess of $50 million. This experience of managing vendor services not only honed his project and operational management skills; it enabled him to develop a finely tuned sense for providing consulting services in a way that is responsive to the needs and expectations of his clients.
Prior to joining Washington Mutual, Tom spent nine years as a consultant with Saltmine, a Seattle-based internet consulting firm, and with Arthur Andersen in Chicago. His consulting experience spanned multiple industries, including retail banking, merchant retailers, packaged product providers, and manufacturing.
As a member of Arthur Andersen's Strategic Technologies leadership team, Tom conceptualized and presented alternative strategic directions for the firm's Business Consulting practice. He also assisted in the creation of the firm's successful electronic commerce practice by developing whitepapers and presenting a business case to practice leaders across the country. While with Arthur Andersen, Tom managed major projects for a client roster that included Leo Burnett, Sara Lee, DuPont, and Underwriters Laboratories.
Tom earned Bachelor of Arts degrees in computer science and psychology from the University of Notre Dame. When he isn't working, he and his family enjoy the ample backpacking, mountain biking and snowboarding opportunities of the Pacific Northwest.
Erik Brown is the co-leader of the firm’s Technology Integration Solutions practice in Chicago, responsible for solution delivery, strategy, methodology, business development, and internal operations.
Highlights
Erik Brown joined West Monroe Partners during its first few months of operations in 2002 and has played a key role in the firm’s rapid growth. He is responsible for and involved in a wide range of consulting assignments involving full-cycle software engineering, enterprise architecture, systems integration, and business and IT strategies. Throughout his career and his studies, Erik has focused on cross-discipline skills in business and technology, enhancing his ability to serve as an advisor to senior client executives—applying IT strategy, enterprise architecture, and application development strategies to assist them in pursuing a variety of strategies.
Erik has served as chief solution architect and manager for the development of two successful commercial software products, an innovative medical imaging application for a start-up organization and a custom claims processing application for a trade promotion management company. He also served as the interim vice president of application development for a leading Futures Commission Merchant as the company evolved its IT leadership organization.
Erik’s clients have spanned a variety of industries, including financial services and trading, healthcare, public services, and information and communications. He has worked with a wide range of database technologies, programming and scripting languages, enterprise tools and technologies, wireless technologies, operating systems, and design tools and frameworks.
Prior to joining West Monroe Partners, Erik was a consultant with Arthur Andersen, where he designed and developed multiple prototype wireless applications for an internal software engineering wireless initiative.
Erik holds a variety of certifications, including Sun Certified Java 2 Programmer, Sun Certified Java Developer, and webMethods Certified B2B Developer. He earned a Bachelor of Science degree in Business Administration—Information Systems from the University of Illinois, with a minor in Technology and Management.
Michael Buhrfiend specializes in customer relationship management (CRM) and custom software solutions.
Highlights
Michael Buhrfiend is an experienced consultant with more than 11 years of experience designing and implementing solutions across a variety of technologies and industries. His clients have included law, private equity, real estate, not-for-profit, consumer goods, financial services, trading, healthcare, manufacturing, oil and gas, and government organizations.
Michael combines a technical background with business aptitude to develop solutions tailored to his clients’ needs. His experience spans many popular database technologies, programming and scripting languages, web tools and technologies, business intelligence applications, design tools, and operating systems. Michael also is an accomplished project manager whose skills enable him to deliver complex projects on time and on budget.
Michael works with executives and business owners to develop CRM strategies; refine CRM processes; streamline lead management; and address contact management, campaign management, and opportunity management requirements. He also has worked with clients to create executive dashboards that enable visibility into the sales pipeline and to integrate CRM solutions with accounting and other enterprise systems. In particular, he has extensive experience with CRM software selection and implementation projects involving LexisNexis® InterAction 5.1 and 5.5, Salesforce.com, Microsoft Dynamics CRM 4.0, Goldmine and ACT! He serves as West Monroe Partners’ subject matter expert for projects involving LexisNexis® InterAction, applying experience with more than 20 product implementations.
Michael has a Bachelor of Business Administration degree in Management Information Systems from the University of Notre Dame.
Evan Callender is a senior architect with West Monroe Partners. He has more than nine years of experience in application design and development, as well as implementation of packaged software solutions.
Highlights
Evan Callender’s primary focus is on the application of Microsoft technologies to address clients’ business needs. He is experienced in .NET (VB and C#), COM, ASP, Visual Basic, XML and uses these tools to build scalable n-tier applications and architectures.
As part of that focus, Evan has specialized in data management solutions and portal and content management products that Microsoft Content Management server and Microsoft Office Sharepoint Server 2003/2007. He has developed solutions that include both portal implementations and application development against Windows Sharepoint Service (WSS) 2.0 and 3.0.
In addition, Evan has experience with a variety of databases, database tools, Web tools and technology, operating systems, server applications, design tools, networking applications, and wireless technologies.
Evan’s clients value his strong history in application and architecture design, as well as his ability to conduct technical due diligence, assess issues, and evaluate systems in order to determine areas for improvement and possible risks associated with growth. Evan utilizes his ability to understand, gather, and assess organizations’ business and technical requirements and use these to develop complete solutions for his clients. With a deep understanding of application development, integration and product implementation, his solutions address all facets of a given business problem.
Over the course of his career, Evan has worked with clients across a variety of industries, including state and local government, healthcare, financial services, and real estate.
Prior to joining West Monroe Partners in 2004, Evan was a senior consultant with Bearing Point and, before that, a consultant and lead specialist in Arthur Andersen’s Business Consulting practice.
Evan earned a Bachelor of Science degree in Computer Science from Wheaton College.
Carrie Camino is a senior manager specializing in project management and operational performance. She has more than 18 years of business planning and project management experience
Highlights
Carrie Camino is a veteran of multiple mergers, complex transactions, and global management initiatives. Her background includes operations management, restructuring underperforming divisions, business unit integration, multiyear enterprise resource planning (ERP) implementations, business re-engineering, software development, and multiple-source data conversions.
Carrie advises middle-market companies and private equity teams in the areas of operational performance, technology development and deployment, and organizational change management. Carrie’s industry experience includes financial services, healthcare, insurance, professional services, and technology. She is a respected leader in building cross-functional teams, realizing sustainable operational efficiencies, and guiding enterprise-wide change across business units and cultural backgrounds. A strategic thinker with strong planning ability and excellent business acumen, Carrie has solid client service and relationship management skills and effectively manages concurrent programs.
Carrie received a Bachelor of Science degree in Psychology from Loyola University of Chicago, and later completed a Masters degree in Information Systems at DePaul University. She is a Graduate Student-at-Large at the University of Chicago Business School, and is currently pursuing a Certification in Turnaround Management.
Cory Chaplin is a senior architect and co-leader of West Monroe Partners’ Technology Integration practice, based in Chicago. He has 10 years of experience in IT architecture, application design and development, and large-scale project management.
Highlights
As a co-leader of West Monroe Partners Technology Integration practice, Cory Chaplin is responsible for practice and team development, including market strategies, solution offerings, training and development, coordination with other technical and non-technical solutions, and ensuring that the practice maintains skills in evolving technologies.
Throughout his career, Cory has designed, built, and led custom application development projects using .NET, SQL Reporting Services, SQL Integration Services, and a variety of supporting technologies. He is well versed in n-tier application design and development, data concepts and implementation, and systems integration, as well as defining business process and functional requirements and translating those requirements into technical solutions.
He has led a number of large-scale custom application and integration projects across a variety of industries, with a particular focus on investor relations, deal management, reporting, and analytics solutions for private equity firms. He also has worked extensively with consumer products, financial services, and real estate clients.
Cory began his career in Arthur Andersen’s Business Consulting practice and became one of the early members of West Monroe Partners, joining the firm in 2002.
Cory holds a Bachelor of Science degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign. He is a Microsoft Certified Professional.
Corey Coscioni is responsible for the company’s technology product strategy. He has nearly 20 years of information technology leadership experience in a variety of industries.
Highlights
At West Monroe Partners, Corey leads the company’s efforts to develop and package innovative technology product offerings to fill market niches—products such as the CRM ClearSight™ executive dashboard, the FLEXdls™ labor management system and ECRT™ Effort Certification system for research institutions. He directs development teams in product design, creating product features and functions that fulfill key client and market needs. He also is responsible for product business plans, working with internal marketing teams as well as developing and executing product sales strategies.
Corey’s experience spans all facets of information technology, including IT strategy, system analysis, design, development, and project management. He has implemented information systems in a variety of environments, including e-Commerce, client/server, and mainframe/midrange computer environments. As a project leader, he has demonstrated significant expertise in the areas of vendor analysis and selection, contract and pricing negotiations, project planning and financing, client relationship management, and team management.
He has worked with organizations in a range of industries, including commercial printing, financial services, manufacturing, retail, transportation, shipping, institutional education, and real estate.
Before joining West Monroe Partners, Corey served as director of application development for Rapid Solutions Group, a marketing support services and commercial printing company. In this role, he led four development teams and transformed the IT Development Business Unit into a positive profit/loss entity by improving processes and project management. Corey also was vice president of software services for ABN/AMRO’s professional brokerage group; project manager and enterprise architect for Divine/marchFIRST, an IT consulting firm; senior manager of Internet development for Peapod, an internationally known e-Commerce grocery shopping and delivery service; and a programmer and manager for MPCT Solutions, a provider of banking software solutions.
Corey is a member of C-SPIN, the Chicago Software Process Improvement Network. His work for Peapod earned several awards, including a Gomez.com award for Internet usability and a company “Founder’s Award” for product design and delivery.
Corey has a degree in math and computer science from the University of Colorado. He is the board president of the Chicagoland Bicycle Federation, a bicycle, pedestrian, and public transit advocacy group with a staff of 40.
Tom Ewers is a director responsible for developing the company’s Seattle office and leading the Mergers & Acquisitions and Technology Integration practices on the west coast.
Highlights
Tom Ewers has more than 10 years of experience leading complex and diverse consulting and transaction projects. He has developed highly sought skills involving IT strategy and planning, application architecture, systems integration, strategic alignment of technology initiatives with business objectives, and customer relationship management, as well as the IT and operational aspects of corporate transactions.
Tom is an accomplished technology architect who combines customer relationship management, software engineering, business intelligence, industry, and operational experience to design solutions for driving operational efficiency, effectiveness, and IT cost reduction. Over the course of his career, he has worked with companies across a broad range of industries, including private equity, banking, business products and services, work zone and product safety, real estate, trade promotion management, and healthcare.
In particular, Tom has applied his cross-functional business and IT experience to help West Monroe Partners develop its specialty in IT and operational due diligence services for strategic and corporate buyers that are considering potential acquisitions. Altogether, he has served as an advisor for more than 30 potential transactions. He also has worked with a number of buyers and their target companies to perform post-acquisition technology integration and implementation.
Tom moved from Chicago to Seattle in 2007 with responsibility for expanding West Monroe Partners’ Mergers & Acquisitions and Integration practices. Since then, his practice leadership as a client relationship and engagement lead has involved oversight and delivery for most of the Seattle office’s private equity and technology integration projects.
He began his career with Arthur Andersen’s Business Consulting practice and later worked for BearingPoint, before becoming an early member of West Monroe Partners.
Tom holds a Bachelor of Science degree in Finance and Management Information Systems from Miami University in Oxford, Ohio.
Mark Flamme is a director in the Banking & Insurance practice focused on strategy and operations. A seasoned financial services consultant, Mark has more than 10 years of experience managing relationships and implementing solutions for leading U.S. banks and other financial institutions.
Highlights.
As a director in West Monroe Partners’ Banking & Insurance practice, Mark Flamme focuses on enterprise and line-of-business strategy, cost reduction, payment initiatives, lending portfolios, effective use of data assets, and evolving regulatory matters. A veteran management consultant who has worked with a number of top 20 U.S. banks over the course of his career, Mark has developed results-oriented solutions involving infrastructure simplification and rationalization, sourcing/outsourcing savings, new product innovation, merger and acquisition integration, customer analysis, payments processing (credit and debit cards, cash, checks, ACH, and merchant acquiring), and operations improvement. Leveraging his operations background, he also has designed and implemented new processes and organizations around compliance, procurement, and payment functions.
Mark joined West Monroe Partners from Deloitte Consulting, where he was a senior manager in the Strategy and Operations practice specializing in financial services clients. With Deloitte Consulting, Mark was responsible for selling and delivering projects and cultivating executive-level relationships. He was one of the founders of the firm’s payments practice which developed new product concepts in e-commerce, rewards and loyalty, health care payments, and transaction processing; conducted surveys of consumer trust in payments; and executed on multiple payment operations improvement projects.
Prior to his consulting career, Mark worked in manufacturing for seven years, assuming roles of progressive responsibility in new product development/innovation, lean-sigma based process improvement, and operations management.
Mark earned a Bachelor of Science degree in Mechanical Engineering from the University of South Florida and a Master of Business Administration degree from the University of Virginia.
Highlights
Dean Fischer has overseen the growth of West Monroe Partners from a start-up consultancy with a handful of employees in 2002 to a full-service business and technology firm with seven offices across North American and a complement of more than 200 consultants. More importantly, he is known as a recruiter, leader, teacher and motivator of people—playing a central role in defining and maintaining a unique, people-oriented culture that has earned numerous accolades, along with a strong client and employee base.
Prior to founding West Monroe Partners, Dean was the chief operating officer and vice president of sales for EC Outlook, an industry-leading provider of B2B Integration Services and Software and a portfolio company of Venrock, a leading venture capital firm. He was responsible for the company's Dublin, Ohio operation, which housed virtually all core operations—from software development to client services to operations to sales to development of strategic partnerships.
Dean spent the majority of his career with Arthur Andersen, serving clients on matters of business strategy, technology architectures and designs, business process change and improvement, technology implementation, and business operations. Over the course of 23 years, he gained the reputation as an entrepreneur with a legacy of rapid service and business development, culminating in large, profitable service offerings. He started new practices, launched successful new service offerings, and held various local, national, and global leadership positions, including:
- Global managing partner of the Advanced Technology and Internet Consulting practice, a part of the Business Consulting business unit
- Member of the executive council and board of directors of the US Central Region Business Consulting practice
- Managing partner responsible for 11 Advanced Technology practices in the US central region
- Managing partner of the Chicago office Advanced Technology practice—a team that he started and grew from eight employees to more than 200
- Chairman and member of the Andersen Worldwide Managing Partner Advisory Council
Group head of the Chicago office Litigation Consulting practice areas, covering services related to construction, environment, securities and commodities, government contracts, white collar crime and general litigation
- Partner in charge of the Chicago and Central Region Government Contracts Audit and Consulting practices
Dean also is active in the business and civic communities. He serves on the boards of the Student Conservation Association (www.thesca.org) and Animals, Inc., an affiliate of the Association of Zoos and Aquariums.
Scott Fuzer is a results-driven IT professional, accomplished in developing solutions, delivering complex programs, and managing both teams and executive-level relationships. He has extensive experience in IT operations, IT asset and service management, program management, systems analysis, systems design and implementation, process design, and organizational and cultural change. He is applying this experience to develop and lead West Monroe Partners’ IT asset management practice.
Scott joined West Monroe Partners in 2009 from IT management consulting firm Five9 Technologies, where he was a vice president and leader of the IT asset management practice, as well as a member of the executive leadership team. With Five9 Technologies, he led and participated in global projects to implement IT strategic services and IT service management initiatives, conducted IT assessments, and was responsible for implementing infrastructure technologies. His clients covered a range of industries, including automotive, manufacturing, transportation, healthcare, and financial services organizations.
Prior to joining Five9, Scott was the enterprise operations manager for VW Credit, Inc. He designed, implemented, and was accountable for the organization’s service desk, network operations center, desktop support, Windows server support, and infrastructure support, as well as for implementation strategy and deployment of ITIL service support processes. He also designed the organization’s IT asset lifecycle management program for all IT hardware and software assets. He also was a system administrator and IT asset manager for SPS Payment Systems.
Scott earned a Bachelor of Arts degree from the University of Wisconsin Milwaukee. He is a member of Helpdesk Institute (HDI), IT Service Management Forum (ITSMF), International Association of IT Asset Managers (IAITAM), and International Business Software Managers Association (IBSMA). He also is a Certified ITIL Manager.
Mazen Ghalayini delivers customer-facing and mission critical solutions with a strong-emphasis on managing budgets and deadlines. In addition to designing and delivering solutions, he is responsible for quality assurance within the Customer Solutions practice, including the creation and use of best practice methodologies, tools and templates within the practice area.
Mazen has worked with clients across a range of industries, including healthcare, not-for-profit, travel and hospitality, retail, telecommunications, and professional services organizations. He applies deep technical competencies in large-scale program management, organizational change management, custom application development, package software implementation, data conversion, and systems integration.
Mazen is a creative and collaborative leader who excels at empowering teams to exceed their performance goals. He has led the program management office (PMO) for a multi-year, $30M business transformation program for one of the nation’s largest dental insurance providers that involved a combined team of 150+ consultants, client resources and off-shore developers. In this capacity, he directed teams charged with developing standardized business processes across the enterprise, implementing a new claims processing system, customizing the claims system to meet the business needs, interfacing the new claims system with dozens of other internal systems, converting claims data from two legacy systems, and managing the impact of internal and external organizational change.
He also has led complex customer relationship management, custom application development, application integration, system testing, sales force effectiveness, software selection, and change management programs.
Before joining West Monroe Partners, Mazen worked with AT&T Business as a client business manager, where he was responsible for managing senior client relationships, as well as supporting teams across functional areas of the organization.
Mazen received his Bachelor of Science degree in electrical engineering from the University of Illinois at Urbana-Champaign and is currently pursuing his MBA at DePaul University.
Tom Hulsebosch is responsible for developing and leading the firm’s Energy & Utilities practice. He is a 20-year veteran of the wireless telecommunication industry with extensive experience creating and delivering solutions for enterprises, public safety agencies, and service providers.
Highlights
Tom’s unique blend of experience includes solution engineering, product definition and development, business development, product distribution, marketing, and sales. He is responsible for developing West Monroe Partners’ energy and utility industry strategy and offerings. These include Smart Grid solutions such as Advanced Metering Infrastructure, Smart Meters, utility grade IP backhaul solutions, and the IT systems tying together the Smart Grid Technologies and the utilities business processes.
Tom joined West Monroe Partners in 2008 from Strategy 2 Solution, LLC, a wireless solutions consulting firm of which he was president and founder. He led Strategy 2 Solution’s consulting practice, which focused on developing executable and sustainable wireless network solutions for municipalities, utilities, corporations, and service providers, as well as creating product strategies and sales distribution solutions for equipment vendors.
Prior to starting Strategy 2 Solution, Tom was the vice president of municipal network sales for EarthLink Municipal Networks, a division of EarthLink focused on private-public use of broadband networks. His responsibilities included developing relationships and sales agreements with municipalities, enterprises, and universities for using a common wireless infrastructure to deliver their diverse applications.
He also spent 19 years with Motorola, with responsibilities that ranged from development engineering and product management in the cellular infrastructure division to business development in the Internet Software and Content Group to leading Motorola’s sales, marketing, and strategy efforts for their Canopy Broadband Portfolio of Products. The wireless broadband portfolio, for which he was senior director of Canopy sales and marketing, served the fixed and mobile broadband needs of public safety, utility, enterprise, education, and service provider customers.
Tom earned a bachelor’s degree in electrical engineering from Marquette University and a master’s degree in electrical engineering from the Illinois Institute of Technology. He has been granted four patents.
Kristin Irving is a Senior Manager for West Monroe Partners in Chicago. She has more than seven years of experience in consulting and solution development, focused primarily in the healthcare industry.
Highlights
Kristin Irving has developed highly valued skills for identifying and resolving business process and system issues. Applying her experience in managing large complex projects on time and within budget, she has helped clients control costs, maximize productivity, minimize risk, and deliver quality solutions.
A results-focused project leader and skilled problem solver, Kristin brings a unique balance of business and technology experience that enables her to address issues and opportunities from a holistic perspective – one that considers and incorporates people, process, strategy, and technology implications when defining a solution.
Kristin has led many successful client projects in the areas of IT strategy and planning, software selections and implementations, knowledge management, application development and other disciplines, including change management. In addition to specializing in healthcare solutions, Kristin has worked with clients in a variety of other industries, including claims processing, professional services, private equity, and hospitality.
Kristin earned a Bachelor of Science degree in Management Information Systems from the University of Illinois.
Mary Jummati specializes in knowledge and content management solutions and is a leader in the firm’s Enterprise Content Management practice. For the past 16 years, she has delivered consulting and technical solutions for both public and private sector companies in a range of industries.
Highlights
Mary is a seasoned consultant with significant experience in strategic planning, project and program management, project management offices, software selection, enterprise software implementation, and change management. Her experience spans the professional services, financial services and technology industries, as well as global organizations for which she has coordinated multination project teams and complex project goals and specifications.
Over the course of her career, Mary has developed particular expertise in applying and integrating key information management disciplines, including enterprise search, Internet and extranet programs, knowledge management systems, matter management systems, and knowledge audits and assessments. She has led and worked with a variety of project teams to define business and system requirements; select vendors; develop, pilot, and implement new systems and processes; and train users.
Mary is an effective project leader experienced in managing complex global programs and large operating budgets and aligning technology and business goals. Applying a hands-on, team-oriented approach, she leads project teams in developing a clear understanding of client needs and delivering high-quality service.
As a leader in West Monroe Partners’ Enterprise Content Management practice, Mary has led and managed multiple intranet and extranet projects—including large project teams with up to 30 members, comprised of both consultants and client personnel.
Prior to joining West Monroe Partners, Mary worked for a global professional services firm for more than five years, and in the professional services industry for more than ten. In these roles, she specialized in implementing document management and enterprise content management systems. Mary provided guidance and consultation in all areas of the knowledge management approach, including process, content planning, policy, and standards. She also served as global project manager for the firm’s Document Management project and was responsible for implementing a new system in 70 international offices.
Mary was also a regional director for a consulting and systems integration consulting firm, with responsibility for all aspects of office operations, including personnel management, marketing and business development, and financial management, while at the same time directing technology-related projects for the company’s clients throughout the Midwest United States.
She also has worked as a senior systems/product analyst and project leader for several major financial services organizations. In this capacity, she led initiatives to create technical design for new products and testing programs for external products. She also worked extensively with the Marketing department to define business product specifications, negotiated service level agreements with vendors, and improved use of data warehouse and decision-support tools.
Mary is actively involved with the International Legal Technology Association, where she has served for two years as a regional vice president and one years as peer group vice president for the Project Management group. She is a frequent speaker on a variety of information management topics.
She holds a Bachelor of Arts degree in Literature & Communication from Benedictine University and a Master of Business Administration degree from Lake Forest Graduate School of Management.
Holly Kay serves as the company’s chief financial officer and also works with offices and solution-line leaders to drive future growth.
Highlights
As chief financial officer, Holly oversees West Monroe Partners’ consolidated financial reporting. In addition, she is responsible for integrating and supporting the company’s five offices, and she assists solution line leaders in driving the company’s future growth.
Holly joined West Monroe Partners from American Capital Strategies, where she led the financial due diligence for potential acquisitions. She also facilitated the ongoing monitoring and valuation of the portfolio of companies owned by the firm.
Prior to working with American Capital Strategies, Holly served as a director in Transaction Services at KPMG, where she was a financial consultant to financial investors who are focused on mid-size manufacturing and professional services. Her focus was primarily in performing detailed financial and operational due diligence to identify key value drivers, transaction issues and post-acquisition opportunities, as well as assessing the sustainability of earnings. Holly started her career at Arthur Andersen in Milwaukee where she performed historical financial statement audits for public and privately held companies.
Some of Holly’s past clients include First Reserve Corporation, Falconhead Capital, Graham Partners, and Hilco Capital. Additionally, while at Arthur Andersen she performed audit services and was responsible for the independent performance of audit fieldwork for companies including SC Johnson Wax; Kohler, Inc.; Manpower, Inc.; Milwaukee Bucks, Inc.; and Zilber Ltd.
Holly is a magna cum laude graduate of the University of Wisconsin-Milwaukee, where she received a Bachelors of BA-Accounting degree.
Tom Kerestes is a member of the Energy & Utilities practice of West Monroe Partners. He has more than 33 years of experience, including 25 years in a variety of technical and managerial positions for Xcel Energy (formerly Northern States Power).
Highlights
Tom Kerestes applies significant experience IT strategy and planning, transmission and distribution best practices, NERC compliance, large-scale program management, business process optimization, and enterprise resource planning to help West Monroe Partners’ Energy & Utilities clients address key operational goals—particularly in the area of Smart Grid design and planning.
Most recently, Tom has worked with a number of utilities to develop winning Department of Energy Smart Grid Investment Grant (SGIG) proposals—attracting funding that will provide 50-percent matching for investments in programs that allow two-way communication between utilities and their customers and automate the electric distribution system.
Through the development of sound business cases and use of proven project management approaches, he led a variety of electric and gas utility projects that delivered significant cost reductions and returns on investment. He also has significant experience in implementation of balanced scorecards, ISO 9000:2001 certification, distribution planning, and international consulting.
With Xcel Energy, Tom developed significant hands-on transmission and distribution experience by managing crews, directing systems operations/dispatch, and managing distribution engineering. He later served as chief information officer for the company’s Wisconsin/Michigan service territory. After leaving Xcel Energy, Tom became a principal consultant in a private consulting firm for seven years, eventually directing the Electric & Gas Energy Practice before joining West Monroe Partners as a senior consulting partner.
Tom earned a Bachelor of Science degree in electrical engineering power systems from the University of Minnesota and a Master of Business Administration Management degree from the University of Wisconsin. He received certification in risk assessment methodology for transmission and dams from Sandia National Laboratory. In addition, he is a member of the Institute of Electrical and Electronic Engineers and a Registered Professional Engineer.
Chuck Ketteman has 38 years of broad based management and executive business experience.
Highlights
He spent 35 years with Arthur Andersen, first as an audit partner and then as the founder and long time leader of Andersen Business Consulting. He specialized in management consulting services to the telecommunications industry, and has worked with some of the largest telecommunications companies in the world, including US West, SBC GTE and Bell South in the US, NTT in Japan and China Telecom in China. He led the development of Andersen Business Consulting for 10 years, from start up to a global business with over 13,000 employees in 40 countries. He served on Andersen's executive management team for 5 years, from 1995-2000, and on the board of Andersen Worldwide in 1999 and 2000.
Chuck retired in 2000 to become the CEO of a technology start up in Silicon Valley. He resigned from this position in November 2001 and retired from active business management.
Chuck coauthored the best selling Best Practices, Building Your Business with Customer-Focused Solutions. He has been a featured speaker at universities and business seminars around the world.
Chuck currently serves on the board of directors of LabVolt Systems, Inc, and is an active advisor to several start up and private businesses.
Anwer Khan co-leads the firm’s Healthcare practice, primarily focusing on Managed Care/Health Insurance organizations and Pharmaceutical & Life Science concerns. Anwer is responsible for practice strategy, solution development, client service, business development, and team management. A recognized healthcare and life science leader with depth in serving payers, providers, pharmaceuticals, and medical device organizations, Anwer holds several patents related to innovation within the industry related to healthcare data management. Anwer has extensive experience designing and implementing IT strategies and architectures, as well as managing projects for numerous clients in the broad healthcare industry.
Highlights.
Anwer Khan is an accomplished healthcare consultant and industry expert with substantial experience in IT disciplines, as well as process re-engineering and optimization, work flow redesign, supply chain management, metadata management, knowledge management, e-business and e-commerce, standards alignment, and clinical software development. Throughout his career, he has worked with healthcare and life science organizations seeking to develop, maintain, and expand their technology solutions; establish IT governance; streamline business and IT operations; validate IT investments; launch new product lines; and define strategic programs.
An innovator as much as a practice leader, Anwer has applied his knowledge and experience to the development of industry-focused solutions that use informatics, application enhancement, and process modeling to fuel organizational growth.
Anwer joined West Monroe Partners from Diamond Management Technology Consultants. As a principal for Diamond’s Healthcare and Life Science vertical, he served as a trusted management and technology advisor to senior industry executives, managed all aspects of industry IT and business strategy projects, and developed viewpoints on topics ranging from IT financial management to healthcare and IT standards and legislation.
Previously, Anwer served as an associate partner and practice leader for IBM Global Services, where he ran the Healthcare and Life Science Business Intelligence practice focusing on enterprise-wide IT strategies and informatics/analytics. He co-launched IBM’s Aligned Clinical Environment (ACE), Healthcare Information on Demand, and Clinical Genomics (information-based medicine) offerings. He received the IBM Service Delivery Excellence Award in 2003 and 2006. Anwer also has several years of management experience in the healthcare industry for healthcare institutions and software and service organizations.
Anwer earned a Bachelor of Science in Business Administration and Clinical Psychology from Boston University, Certification in Economics and Accounting from Cornell University, and Master of Science in Health Care Management from Brandeis University.
Affiliated with a variety of industry and data management organizations, including the Healthcare Information and Management Systems Society (HIMSS), the American College of Healthcare Executives (ACHE), and Health 2.0, Anwer is a frequently sought author, subject matter expert, and speaker. He holds six pending or filed patents for healthcare-related data models.
Greg Layok is a director with West Monroe Partners and a leader in the company’s Technology Integration practice. He has more than 15 years of consulting experience focused on technology strategy, operational improvement and system development.
Highlights
An experienced advisor to senior executives, Greg Layok has a well-established track record as a strategic thinker and decision maker able to assess business opportunity and align organizations in order to maximize results. He has delivered successful technology solutions across a broad range of platforms and architectures for a variety of clients, including FORTUNE ® 1000 companies in the financial services, retail, high tech, healthcare, and manufacturing industries.
Greg is a respected business leader and team builder, with experience in recruiting, retaining, managing, and mentoring exceptional performers. He has held leadership positions responsible for hundreds of employees, and he has played a key role in defining and implementing organizational strategy throughout his career. As a leader in West Monroe Partners’ Technology Integration practice, Greg works with clients to align their technology and business strategies, improve their IT operations, and adopt innovative technologies and processes to improve business results.
Prior to joining West Monroe Partners in 2009, Greg was a senior director with UST Global, an IT services and solutions provider specializing in end-to-end IT solutions leveraging offshore capabilities. He also spent six years with ThoughtWorks, a global IT consultancy that specializes in delivering custom applications and helping organizations drive agility. There, he was the managing director for North America and a member of the firm’s global management team.
Previously, Greg was a client partner and technical architect for Viant, where he worked with start-up enterprises and focused on implementing customer acquisition and retention strategies and e-business operating models for clients in the retail and financial services industries. Greg also worked as an independent consultant to a Fortune 1000 chief financial officer in Southeast Asia, advising on technology strategy and planning and developing business intelligence strategies. Greg began his career as a consultant for Andersen Consulting.
Greg is a summa cum laude graduate of the University of Colorado, Boulder, with a Bachelor of Arts degree in economics.
Yves Leclerc specializes in re-engineering business processes to drive shareholder value creation and implementing supply chain-optimization solutions. Throughout his career, he has assisted clients with supply chain strategy, processes, and technology to gain competitive advantage in the marketplace. Prior to joining West Monroe Partners, Yves was a partner with Arthur Andersen and a leader of its supply chain technology competency center, a vice president of supply chain solutions for Experio consulting (now Hitachi consulting), and a partner in a consulting boutique specializing in supply chain and logistics solutions.
Yves has managed initiatives with both mid-market companies and Global 1000 companies. Some of Yves's clients include Bombardier, BCE (Bell Canada), Learjet, Volvo, L'Oreal, Sara Lee, Lucent Technologies, Embratel, Del Monte, Provigo ,Sonepar, Field Museum, Sun Microsystems, and i2 technologies.
Yves has developed deep knowledge of supply chain information technologies, with a focus on real-time visibility into the extended supply to enable inventory, forecasting and order visibility. These include electronic commerce, collaborative commerce, radio frequency, bar-coding, RFID, real-time data collection, and decision support tools.
Highlights
Supply chain strategy and field inventory visibility implementation.
For a leading telecommunications OEM manufacturer, Yves managed a strategic assessment and technology implementation, with a focus on improving cash cycle, reducing excess inventory, and improving productivity by enabling field inventory visibility, implementing processes for better reverse logistics, and enabling synchronization of parts with for an overall potential saving of $800 million.
Supply chain strategy and shareholder value creation.
For a leading telecommunications service provider, Yves managed a multidisciplinary team that assessed the actual supply chain disconnect, defined a three-year supply chain strategy and created a roadmap to enable end-to-end supply chain synchronization and collaboration by becoming the "air traffic manager" of the material and information flow. This ensured availability of the right materials at the right time and place, in good condition, and at the best possible overall cost.
The strategic plan was expected to increase EBITDA by $450 million over three years, decrease CAPEX by $520 million over three years, realize significant savings of $440 million in year one, increase shareholder value by $2 billion, and increase stock price by estimated $2.40 per share in three years.
Supply chain assessment and strategy definition.
For a rapidly growing bio-pharma company with operations in Canada, Italy, and China, Yves led a team of supply chain experts to perform an end-to-end supply chain review, providing an actionable value-based roadmap with short- and long-term opportunities for improvement (i.e., value creation). This roadmap was aligned with the company's strategic and tactical corporate goal.
Identification and selection of technology (RFID versus barcode) and business case definition.
For a renowned museum, Yves led a team that identified the importance of tagging and tracking its collections (specimens/artifacts), in addition to tagging and tracking its fixed assets. During this project the team was able to build an understanding of the constraints and the uniqueness of the museum environment. A proof of concept approach helped minimize the museum's risk and investment, and it provided several benefits to the museum. First, it enabled the museum's team to have a better understanding of the existing automatic identification and data capture technologies and a clear path (roadmap) for deployment. Most importantly, the approach limited the museum?s financial liability.
Reengineering of fulfillment processes and integration of a warehouse management solution.
For a national hardware distributor, Yves led a team involved in selecting and implementing a warehouse management system. The system was in support of a new strategic direction for the company. Special attention was given to change management and the implementation of new technologies.
Integration of a sales management system.
For a leading hardware distributor, Yves led a team to develop a computerized sales tool for the group?s resellers. This tool included order taking, inventory management, management of promotional items, and in-store receiving.
Technological review and warehouse management selection.
Yves, as a subject matter expert, was involved in a strategic review of new enabling technologies in relation to a large environment (20,000 daily transactions). He was also involved in selecting a fulfillment system that would support a 650,000 square foot automated warehouse.
Selection of a supply chain optimization system.
For a national supplier of plumbing and electrical parts, Yves, as an advisor, was involved with the client's team in selecting and justifying a supply chain optimization software solution that had to support all of the company's operations. Moreover, the solution had to support multiple sites and multiple companies.
Analysis and optimization of distribution operations.
For a bus-parts distributor, Yves, as project manager, participated in the review of the entire supply chain operation and identified possible opportunities and improvements. Yves was involved in the reengineering processes, in selecting a warehouse management system, and in implementing the solution within the complete review of supplying the production lines and spare-part environment.
Jerin May is a senior manager at West Monroe Partners, responsible for developing the company’s Technology Infrastructure practice on the west coast. He delivers a wide range of consulting services covering IT and business objectives, including solutions that improve operational efficiency, reduce the technology footprint, improve performance, and manage costs.
Highlights
Jerin May joined West Monroe Partners in 2006 and, as an early participant in the Seattle office, he has helped foster the firm’s growth and expansion to the west coast. Experienced in leading complex and diverse business and technology projects, he has developed highly sought skills in IT strategy and planning, aligning technology projects with business objectives, as well as implementing infrastructure and process to improve operations and maintain competitive advantage. Jerin has served clients from a variety of industries including financial services, manufacturing, real estate, high tech, media and publishing, and entertainment.
Prior to joining West Monroe Partners, Jerin worked for a real estate company as the director of technology. As a member of the executive team, Jerin was responsible for leading a department focused on implementing technology and integrated systems that maintained a competitive edge. As the technology leader for a diverse commercial and residential real estate organization and operator of several ski resorts, Jerin was responsible for meeting the demands of multiple technology environments with unique business requirements.
Jerin obtained a Bachelor of Arts degree in Management Information Systems from Washington State University in Pullman, Washington.
Kevin McCarty is one of West Monroe Partners' co-founders. Kevin currently is the Managing Director of West Monroe Partners’ Chicago Office, our largest and most established office. Applying more than 15 years of global business and technology experience, Kevin’s market-facing role is in leading the company’s Merger & Acquisition (M&A) and Healthcare practices. Kevin and the West Monroe Partners M&A team have executed more than 250 transaction-related projects including due diligence and merger integration services related to technology and business processes.
Highlights
Kevin McCarty is a solutions-oriented executive who combines business acumen and technology expertise to strategize, design, develop, and deliver high impact results for clients. Together with his teams, Kevin has personally served more than 200 clients throughout his professional consulting career.
Kevin currently leads West Monroe Partners’ Healthcare and Merger & Acquisition practices, which focus on business process optimization, packaged software selection and implementation, business intelligence, IT due diligence and post-close integration, and executive advisory services for chief financial officers and chief information officers. He has guided the evolution of West Monroe Partners’ capabilities in this area from a collection of services to an integrated set of solutions designed to empower executives by facilitating the processes, systems, tools, and resources they need to drive better business results. Today, under Kevin’s leadership, West Monroe Partners maintains a team of highly experienced business and technology consultants who work with clients across a broad range of industries and deliver deep expertise in financial services, investments, insurance, healthcare, consumer packaged goods, and energy & utilities.
Throughout his consulting career, Kevin has led innovative projects for some of the largest global companies and non-profit associations. His current focus is on working with middle-market businesses--typically ranging from $100 million to $2 billion in revenue--and high potential entrepreneurial start-ups, spin-offs, or incubators. Accordingly, Kevin’s expertise is sought nationwide by strategic and financial buyers, including leading private equity and venture capital organizations. Kevin spends a substantial portion of his time conducting due diligence to advise these organizations on the IT and business process implications of potential investments. He then leads the execution of mergers and acquisitions, carve outs, divestitures, and integrations of businesses into a platform or under a holding company. He has led IT and operational diligence and post-close transition work for more than 250 M&A deals over the past six years.
Experienced across many industries, Kevin's business strategy, process, and systems depth is best exhibited by his work with information- and data-rich organizations, as well as businesses with transaction-intensive operations such as those in the insurance, capital markets, and trading industries. He has worked with high-profile health plans and payors, as well as some of the world’s largest retail and mail-order pharmacies, to optimize vital systems and processes.
From a technology perspective, Kevin is an accomplished information technology executive and enterprise architect who combines software engineering, data management, connectivity and infrastructure, usability, and IT process expertise to deliver business change and results. Kevin's commitment to client service is well recognized and thoroughly documented with impressive client satisfaction surveys and testimonials. In addition to providing trusted business advisor and technology architect services, Kevin has also served as an expert witness for numerous intellectual property litigation and patent infringement cases involving issues of software engineering and trade theft.
Kevin co-founded West Monroe Partners in 2002 to deliver expertise and solutions in a way that is uniquely suited to the needs of growing organizations. Previously, Kevin spent eight years with Arthur Andersen in Chicago as senior manager and director of Pervasive Computing, Wireless, and Infrastructure for the firm’s Business Consulting practice. Prior to joining Andersen, Kevin gained the foundation of his technical depth in infrastructure and software development through various other technology product and services organizations.
Kevin is a member of the Executives’ Club of Chicago, where he is active in the Young Leaders mentoring program; the Association for Corporate Growth, an organization that focuses on merger and acquisition and industry trends for corporate and private equity investing; and America’s Health Insurance Plans (AHIP), a trade association addressing the needs of health insurance plans and payors. He is also a patron of the Chicago Goodman Theatre and the YMCA of Metropolitan Chicago. He has published articles in a variety of industry publications and is sought as a subject matter expert on business and technology topics in healthcare, pharmacy, and mergers and acquisitions.
Kevin received his Bachelor of Science in Business Administration and Management of Information Systems from the University of Illinois, Champaign-Urbana.
As the Director of Human Resources and Operations, Paulette is integrally involved in developing and maintaining West Monroe Partners'unique, participatory culture. Paulette is responsible for designing and implementing human resources programs across our US and international offices, including recruiting, orientation and professional development, employee relations, payroll and benefits administration, and health and safety programs.
Highlights
Since joining West Monroe Partners in September 2002, Paulette has led many efforts to build internal processes and support structures. Key initiatives include developing our career model, performance appraisal, and upward feedback processes. Paulette also serves as chairperson of the company's compensation committee.
Paulette has more than 18 years of experience in the professional services industry. Prior to joining West Monroe Partners, Paulette held leadership positions within Practice Management of Andersen's Business Consulting practice. Paulette worked with and supported several key executives with Midwest Regional responsibilities and was an integral part of the Business Consulting Operations team. She interacted daily with key clients and management at Andersen. Paulette was involved in many Chicago office and Midwest Region initiatives, including the task forces for Diversity and Growth and Retention of Women. She received several awards for her involvement at Andersen, as well as the Sequoia award for mentoring.
Stephan Mondou is the Montreal leader for the firm’s Business Process and Systems practice. He specializes in enterprise and manufacturing strategy, process improvement, and technology solutions.
Highlights
Stephan has more than 15 years of experience in operations management and implementation of manufacturing, information technology, and management information systems in enterprises of all sizes. He has deep knowledge and hands-on experience in production operations, logistics, production planning and scheduling, business process reengineering, and information technology. He excels in utilizing technology, methods, procedures, and information software to solve complex business problems and create customer value and has developed strong expertise in key market sectors, including food processing, metal processing, and retail.
Recognized as a hands-on manager who balances vision and results, Stephan is known for keeping customer service always in mind. He combines deep knowledge of operations with awareness of his clients’ strategic needs to deliver tangible and attainable results.
Stephan has managed strategy and optimization projects for small, medium, and large manufacturing, retail and service companies in Canada and the United States. His customers include one of the world’s largest food processing companies, one of Canada’s largest material and handling equipment companies, and one of the largest Canadian government contracting agencies. Altogether, Stephan has managed more than 10 successful enterprise resource planning and warehouse management systems (ERP / WMS) selection and implementation projects, shop-floor data collection projects, EDI, outsourcing, time and attendance, and other technology projects in the past 11 years.
Prior to joining West Monroe Partners, Stephan enjoyed a very successful career as a manager in industry for seven years, with roles in operation processing, programming, and project management. He also served as North American IS Manager for a $900 millions division of Barry Callebaut, of one of the world’s largest cocoa products manufacturers.
Stephan earned a degree in computer sciences and an MBA from University of Quebec School of Management (UQÀM-ESG). He is an SAP certified consultant.
Mark Nelson leads the Managed Services practice, which provides help desk, break-fix, and proactive maintenance and monitoring solutions to mid-market firms. Mark has more than 13 years of managed services and consulting experience across multiple industries and technical competencies.
Highlights
Mark is responsible for a wide range of managed services arrangements across mid-market firms in a variety of industries, with a focus on help desk, infrastructure outsourcing, line of business applications, and business process outsourcing. He has proven capabilities to provide his clients with IT strategy, align IT with business goals and objectives, transform IT environments and organizations into efficiently run organizations while reducing costs, and provide client service that is continually rated with high client satisfaction. Mark also performs technical quality assurance on all managed services strategies, roadmaps, designs, and implementation plans.
Mark’s key skills include managing IT operations, implementing IT process that drives value to an organization, developing and maintain proactive IT support, project management, turning business needs and requirements into a technology solution, infrastructure design, and project quality assurance. Through his experience implementing complex infrastructure technology solutions, Mark brings a unique blend of technical, process, and project management skills to develop technology solutions that meet business needs and ensure IT operations are maintained to exceed client expectations.
As the leader in launching West Monroe Partners Managed Services practice, Mark is involved in sales, onboarding, assessments, and ongoing oversight for all managed services clients. Mark and his team focus on proactive maintenance to minimize downtime and major outages and provide clients with a roadmap that can improve their technology to meet business needs while reducing costs. Mark leads a highly skilled team of help desk and infrastructure engineers that supports approximately 50+ clients in various industries.
Previous to leading the Managed Services practice, Mark was a co-lead in launching West Monroe Partners Infrastructure Solutions practice, which has successfully completed numerous projects that focused on High Availability Networks, Microsoft infrastructure, Systems Management and Monitoring, Disaster Recovery, and Security
Over the course of his career, Mark has worked with clients of all sizes and in a wide range of industries, including trading, financial services, professional services, manufacturing, insurance, non-profit, high tech, real estate, and venture capital. Some of Mark’s clients have included: R.J. O’Brien, ADM, Rosenthal Collins Group, Underwriters Laboratories, Equity Residential, Motorola, Reyes Holdings, and many other mid-market firms
Before joining West Monroe Partners, Mark worked at two global professional services firms as a senior consultant and manager. He spent six years with Arthur Andersen and two years with BearingPoint—in both cases as a manager within their infrastructure service lines—leading some of those organizations’ largest and most complex engagements.
Mark received his Bachelor of Science in Business with a concentration in Computer Information Systems from Indiana University, Bloomington. Mark has also earned industry certifications from Microsoft and IBM (Lotus).
Nate Nelson is a senior manager with West Monroe Partners, where he is responsible for leading large scale programs in various industries and expanding the firm’s project portfolio management offerings to large and mid-sized enterprises. He has more than eight years of diverse business and technology consulting experience.
Highlights
Nate Nelson has deep experience and proven capabilities in program and project portfolio management, process improvement, and pre- and post-transaction mergers and acquisitions in the healthcare, insurance, and energy and utilities industries.
Nate has led some of West Monroe Partners’ largest projects, including serving as program manager for a multi-billion dollar acquisition—leading the integration of the companies’ IT organizations, including strategy and planning, organizational redesign, budget and synergy analysis, and the development, implementation and ongoing management of the program management office (PMO) that directed more than 150 IT projects. In addition, he has performed IT and operational due diligence projects in various industries, ranging from manufacturing to software products.
Nate also is a skilled developer who has designed and implemented solutions on Windows, UNIX, and legacy platforms. He has deep experience in a variety of databases, database tools, and programming languages. He also has significant experience in application architecture, networking, reporting tools, EAI/ETL tools, and document management solutions.
Prior to joining West Monroe Partners, Nate worked for Marsh and McLennan as a senior consultant in the Risk Technologies Practice, where he managed new development and custom solutions for the firm’s largest claims (TPA) Administration system in the firm. He was also an application developer and business analyst for The Spiegel Group, where he designed and managed the development of third-party credit processes and co-led business integration efforts.
Nate earned a Bachelor of Science degree in Business from Bradley University, with a concentration in Business Computer Systems. He is a member of the Chicago chapter of the Association for Information Technology Professionals.
Denis Ouellet is the Canadian practice leader for supply chain planning. He specializes in supply chain planning, demand planning, manufacturing strategy, process improvement, and technology solutions.
Highlights
Denis is a professional engineer with 18 years of experience in operations management and implementation of manufacturing, information technology, and management information systems in enterprises of all sizes. He has deep knowledge and hands-on experience in logistics, demand planning, order fulfillment, production operations, production planning and scheduling, business process reengineering, and information technology. He excels in the utilization of technology, methods, procedures, and information software to solve complex business problems.
Denis has managed several strategy and optimization projects for small, medium, and large manufacturing and distribution companies in Canada and the United States. His customers include one of the world’s largest cabling companies, one of Canada’s largest printing companies, and one of North America’s largest entertainment organizations. Altogether, Denis has managed more than 20 successful enterprise resource planning and advanced planning and scheduling (ERP/APS) selection and implementation projects, shop-floor data collection projects, and technology projects in the last 15 years.
He has developed strong expertise in key market sectors, including plastics, metal processing and machining, cabling, high-tech, printing and packaging, food, and industrial equipment.
Prior to joining West Monroe Partners, Denis ran his own consulting firm for four years in Canada, where he was involved in many strategy, ERP and APS projects. He established several partnerships with software vendors and other consulting firms in order to deliver on projects won over the years. Prior to creating his own firm, Denis enjoyed a very successful career as a senior manager in industry for 13 years. He worked as production engineer, new products introduction manager, production manager, director of logistics, and senior director of operations in the high-tech manufacturing industry for 11 years for worldwide leaders such as Matrox Electronics Systems and Kontron Industrial Computers. He also was North American director of IT for a $500 million division of one of the world’s largest chocolate manufacturers, Barry Callebaut.
Denis earned a Bachelor of Technology degree with specialization in computer systems from the Ecole de Technologie Superieure in Montreal. He also holds a certificate in production and operations management from the Ecole des Hautes Etudes Commerciales of Montreal (HEC). He also has completed specialized training in the areas of strategic accounting, Lean manufacturing – Six Sigma, and supply chain management. He is a member of the Quebec’s Engineer Professional Association (OIQ) and the American Production Inventory Control Society (APICS).
Fred Pammer is a senior principal for West Monroe Partners, where he specializes in large scale program management, technology strategic development and cost reduction. He is a Certified Project Management Professional (PMP) with 30 years of leadership and technical management experience in consulting, public and privately held companies.
Highlights
Fred is a highly experienced, broad-based leader responsible for heading strategic transformational initiatives, governance and implementation within our Enterprise and Energy & Utilities practices at West Monroe. He specializes in smart grid program management, key cost reduction and operational reviews that target increased revenues, improved customer satisfaction, and decreased costs. Fred directs the design and implementation of mission critical business systems, delivering superior performance results while achieving significant cost savings. He proactively identifies and resolves problems, manages risk, controls costs, maximizes productivity and implements lasting change with a reputation for directing and motivating teams to exceed performance goals.
Over the course of his career, Fred has worked with clients across a variety of industries to address IT strategy and planning, business process optimization, cost reduction and operational reviews, project and portfolio management, merger and acquisition due diligence, and enterprise resource planning (ERP) evaluation and implementation. He has worked extensively with organizations in the energy & utilities, healthcare, professional services, insurance, financial services, government, retail, travel & leisure, and biotechnology industries.
Prior to joining West Monroe Partners near its inception in 2002, Fred served as Director of Consulting Services for Daugherty Systems, project manager for Budget Rent-a-Car Inc. and a Manager in Arthur Andersen’s Business Consulting Practice. He is an active mentor to West Monroe Partner’s Project Managers and is the architect of West Monroe’s PM and PMO Methodology.
Fred earned a Master of Business Administration degree with specialization in Management Information Systems from DePaul University and a Bachelor of Arts degree in Business Administration with emphasis in Management Information Systems and Finance from Governors State University. He is affiliated with the Association for Information Technology Professionals and the Project Management Institute and is a Kellstadt Fellow for the DePaul University Kellstadt Graduate School of Business.
Chriss Poliquin is an architect in West Monroe Partners’ Supply Chain and Technology Integration practices. He applies deep experience in supply chain operations and enterprise information systems to design and implement value-added technical solutions.
Highlights
Chriss Poliquin has a unique combination of supply chain expertise and deep software engineering and data management skills that enables him to assess, design, and deploy complex, customized solutions. His experience spans inventory management, warehouse management systems, manufacturing execution systems, distribution networks, enterprise databases, process mapping, and enterprise resource planning (ERP) solutions including JD Edwards and MS Dynamics AX. Chriss also has extensive industry experience in the distribution, manufacturing, healthcare, and retail sectors.
Throughout his career, Chriss has developed core competencies in software solutions architecture and design, complex data manipulation, and systems interfaces. In particular, his software engineering background has produced strong design capabilities that support a variety of supply chain business process and systems transformation projects. In more than five years with West Monroe Partners, he has designed multiple custom-developed applications, implemented more than 20 inventory management systems, played a major role on a multi-site Tier 1 ERP implementation, and participated in the development of strategic supply chain assessments and road maps. He also has led the West Monroe Partners’ warehouse control systems outsourcing support and implementation team, which provides services for a pool of 50 clients in the healthcare materials management, distribution, and manufacturing industries.
Early in his career, Chriss participated in the development of several supply chain simulators, multi-agent operations management systems, live reporting tools, and business intelligence platforms developed for C-level executives. Prior to joining West Monroe Partners in 2005, he was an architect, lead designer, team leader, and simulation lab supervisor for Laval University.
Chriss earned degrees in computer science and software engineering from Laval University in Quebec City and has studied operations management, system simulations and linear optimization at the graduate level. He holds a Microsoft .NET Application Development Foundation certification.
Jeff Primeau is a member of the management team of West Monroe Partners, where he works with diverse clients to improve their supply chain operations. He has more than 13 years of consulting experience.
Highlights
Jeff Primeau leads and drives projects that integrate planning, procurement, manufacturing and fulfillment functions within an organization—connecting suppliers and customers across the extended supply chain. Furthermore, he helps clients shape their future business architecture, providing guidance from strategic planning to execution.
Jeff is an accomplished supply chain and business process consultant who applies a well-structured and analytical approach for assessing operations and networks and formulating strategic recommendations. By implementing supply chain-optimization solutions, he helps his clients gain competitive advantage in the marketplace and increase shareholder value. He has served as a supply chain advisor for business process optimization projects, in addition to leading the implementation of various real-time supply chain technologies. He also has worked with clients to redesign and optimize fulfillment and distribution facilities.
Over the course of his career, Jeff has worked with companies across a range of industries, including bio-technology, food, government, healthcare, industrial manufacturing, retail and consumer products, and telecommunications.
Jeff earned a Bachelor of Business Administration degree from École des Hautes Études Commerciales de Montréal in Montréal, Canada.
Matt Rager has spent the past seven years implementing, architecting, and managing software engineering and data warehousing projects for West Monroe Partners and Andersen's Business Consulting practice. Matt is considered an expert in designing data models for dynamic, data-driven desktop and web applications and data warehouses. He has a reputation for delivering appropriate, high-quality solutions on time and under budget. Matt enjoys the challenge of applying technology to solve business problems and seeks to thoroughly understand the problem and the client's needs before proposing a solution.
Highlights
Matt has been involved with a wide range of solutions, including these:
He led design and implementation of an ASP .NET application that serves as a corporate portal for West Monroe Partners. The application provides tools for project management, time and expense reporting, project status reporting, automation and workflow for internal processes, and real time management of the firm's consulting business, including generated revenues, project inventory, invoicing, and receivables. The application uses web services to share information with and retrieve information from other internal systems. The application runs on a SQL Server 2000 database, and all data retrieval and manipulation is done through the use of stored procedures.
He designed and implemented several enhancements to a real estate sales management application. The application is an ASP .NET application written in C# with a SQL Server 2000 database. Sales people enter customer and contract information throughout the sales process. Self-service, real-time reports are delivered via the web to management and investors. The reports are generated in Crystal Reports, C#, and downloadable Microsoft Word and Excel files. Matt worked with the client to add new functionality and new reports as needs arose.
He participated in the design and implementation of a client/server application that allows a user to collect data in XML format while disconnected from the network and then connect to the Internet to exchange data with the server. The client communicates via HTTP with the server through a distributed architecture that uses IIS/Active Server Pages as an interface, COM for all business logic, and Oracle 8i for data storage. Tasks included design of overall architecture, proofing of included technologies, and design of several components including Oracle data model and file storage, general error handling, interface layout, and document generation.
He designed and led the implementation of a Web-based tool that allowed Arthur Andersen partners to update the attributes of their jobs. Tasks included design of the application's data model, interface, business rules, and daily data import and extraction routines. Technologies included SQL Server 7/Transact SQL, IIS/Active Server Pages, Lotus Notes (for email notifications), and MS Excel (for generating downloadable reports).
He participated in the design and implementation of a customer analytics data warehouse for an online merchant. Tasks included defining dimensions and metrics, designing the warehouse data model, applying Andersen's generic star schema load tool set, and transforming and loading historical data into the star schema. The warehouse was built on an Oracle 8i database.
He investigated the capabilities of leading EAI tools and lead the design and implementation of a prototype EAI application using IBM's MQ Series. The prototype included a hub server that facilitated the exchange of XML messages among three representative applications. The extraction and integration of messages at the application servers as well as the collection and distribution of messages at the hub server was written in Java. The prototype results were used to propose an enterprise-wide EAI solution that included a data warehouse that subscribed to all messages sent to the hub.
He designed and led the implementation of a decision support system for Andersen business consulting that reports fees, direct costs, margin, and other data across several dimensions including client, job, time, location, and personnel for 69 U.S. offices and 6 U.S. regions. Tasks included extraction from SQL Server 6.5 and 7.0 databases (Transact SQL), transformations on a SQL Server 7.0 database, loading of an Oracle 8.0 star schema using generic, dynamic PL/SQL, delivery of MicroStrategy reports via web interface (Active Server Pages), and development of a full suite of warehouse maintenance tools using Active Server Pages.
He participated in the implementation of a web application for the U.S. government that captures data points used to calculate key performance indicators used to evaluate customer service contracts.
He designed an enterprise application for a multi-billion dollar energy company that includes activity based costing, shareholder value analysis, and transfer pricing. Matt then led a team of contract developers in the implementation and testing of the application. Matt was responsible for estimating development time and costs, managing project scope, scheduling, and helped make resource decisions (in concert with the client).
He designed and led a team in the implementation of a data warehouse/decision support system for an international company. The warehouse pulls sales, customer, employee, and product data from more than 20 regional offices and allows multi-dimensional analysis at all levels of the company. Matt's responsibilities included tracking and reporting project status, managing project scope, database and extraction design, and managing the development team.
He led the development of a prototype business simulation interface used as a generic front end to systemic business models built using Powersim software. The simulator is a generic Visual Basic program which is customized using MS Access tables to control a specific Powersim model. Matt has also developed an MS Access application to make customization easy for the system modeler. Matt is working to develop this prototype into the firm wide standard interface for systemic models. He has also begun to apply this interface to several modeling projects throughout the firm
Matt worked on an internal custom software package that provides simple front-end access to mainframe employee data used in promotions, raises, and evaluations. Mainframe data is loaded into a Microsoft SQL Server database and then manipulated using Microsoft Access on a Windows platform.
He also worked on a managed healthcare project that proposed to combine four Chicago area managed healthcare providers into a single, consolidated entity. Matt helped design and maintain a dynamic financial model for the newly formed company using Microsoft Excel. He then researched and altered the parameters of the model and analyzed the resulting data to develop possible scenarios and their outcomes. Finally, Matt helped in the design and documentation of the business plan for the startup company.
Jill Schubmehl is a Senior Manager with West Monroe Partners’ Customer Experience practice. She has over 10 years of experience working with organizations in the pharmaceutical, professional services and higher education industries to improve and enhance their web and intranet presence.
Highlights
Jill has built expertise in overall web strategy, usability and system implementation with an emphasis on knowledge management, document management and collaboration. She has a proven track record of delivering complex web strategies for both internal and external sites. Her hands on approach to understanding both business and technology needs enables her to provide the greatest value to clients and bring together a unified team to achieve the overall project goals.
While with West Monroe Partners, Jill has lead several large complex projects with very tight timeframes. She is able to combine product knowledge along with a full understanding of business needs and requirements to ensure the team delivers the proper solution in the given timeframe. These results have made her a sought after project manager and mentor within the practice.
Jill has a Bachelor of Science degree in Mechanical Engineering from the University of Iowa.
Munzoor is a senior manager and technical architect with West Monroe Partners, where he works with clients in a variety of industries to design and implement solutions that align technology with business needs.
Highlights
Munzoor Shaikh has ten years of experience managing, architecting integrating and implementing various n-tier custom developed applications, both in .NET and J2EE as well as implementing off-the-shelf applications. He has deep experience with a variety of databases, database tools, programming languages, and scripting languages. In addition, Munzoor has experience with all aspects of product life-cycle management—from gathering requirements, estimating efforts, and managing subsequent projects and risks to delivering solutions that support clients’ business goals.
Munzoor particularly enjoys combining his finance and strategy background with his technical experience in order to align technology solutions with the strategic needs of the business. He has worked with clients in a variety of industries, including private equity, financial services and distribution. Additionally, his strengths are to architect solutions that are agile to rapidly accommodate unforeseen business needs in the future.
Munzoor earned a Master of Business Administration degree with concentrations in finance, strategy, and behavioral science from the University of Chicago. He holds a Bachelor of Science degree in chemical engineering from the University of Illinois.
Matt Sondag is a Director in West Monroe Partners’ Chicago office. He is responsible for expanding and deepening the firm’s unique offerings to the private equity market, including its merger and acquisition services.
Highlights
Matt Sondag is an accomplished executive and entrepreneur who has co-founded two organizations during his 13 years of business and IT consulting experience. Matt utilizes his background and experience to deliver targeted solutions that drive business value.
With West Monroe Partners, a recognized leader in serving companies involved in mergers and acquisitions, Matt works with private equity and strategic (corporate) buyers involved in or preparing for investments and acquisitions. He assists buyers with pre-deal IT and Operational due diligence, as well as post-close integration, merger and carve-out activities.
Prior to joining West Monroe Partners, Matt was the Co-Founder and Executive Vice President of Five9 Technologies, where he was responsible for corporate strategy and performance, as well as development and delivery of all solutions targeting FORTUNE® 2000 organizations. He led the firm’s Delivery practice, with responsibility for all client delivery and overall quality assurance. Previously, Matt co-founded Ecotopia, a Northbrook, Illinois-based organization that partnered with an engineering company to market smart home power distribution units.
Matt began his career with Arthur Andersen, where he assumed progressively responsible roles in the Advanced Technology Group—including serving in the project management office role for a large, custom application development project. In addition, he co-managed a multi-year, international deployment of IT infrastructure and systems for a global organization.
Matt earned a Bachelor of Science degree in Finance from Miami University (Ohio). He has been active in the Chicago community throughout his career, including Co-Founder and President of Sweet Hope Chicago, Co-Founder of Five9 Foundation Charity, volunteer with the Children’s Memorial Heartlight Program, and volunteer with the Lincoln Park Homeless Shelter.
Justin Stefano is a senior manager in West Monroe Partners’ Managed Services practice, where he specializes in IT asset and service management and IT strategy. He has more than 10 years of experience as a technology consultant and business leader.
Highlights
Justin Stefano applies extensive consulting experience to help clients align IT infrastructure with business goals, increase IT service quality, and ultimately improving the bottom line. He is an accomplished IT professional with a strong track record for delivering complex solutions, developing and managing teams, and fostering strong client relationships.
Justin has extensive experience in IT operations, IT asset and service management strategy, IT governance and compliance strategy, global support structures, program management, systems analysis, systems design and implementation, process design, and organizational and cultural change. He also has experience with a wide range of IT service management support tools.
Prior to joining West Monroe Partners in 2009, Justin was a vice president, ITIL practice leader, and co-owner of Five9 Technologies, LLC, a Chicago-based consulting firm specializing in IT process improvement. He managed the firm’s consulting solutions and service division with responsibilities for organization structure design, associate development, internal and project staffing levels, and budgeting and management. He also sold and managed delivery of IT service management programs for clients in the healthcare, financial services, manufacturing, professional services, and other industries.
Previously, he was a senior consultant for BearingPoint and Arthur Andersen, where he managed projects involving IT infrastructure and outsourcing, global desktop security, multinational technology system implementation, messaging and collaboration, and IT services.
Justin earned a Bachelor of Science degree in mechanical engineering from the University of Michigan. He is co-founder of the Five9 Foundation Charity.
Susan Stelter leads development of many IT strategy, information management, organizational design, custom application, and other solutions that help clients use innovative technology to improve performance and achieve business goals.
Susan has more than 12 years of consulting and industry experience, during which she has developed highly valued skills for identifying and resolving business issues, minimizing risk, controlling costs, maximizing productivity, creating lasting change, assuring project and deliverable quality, and managing complex projects on budget and on schedule.
Highlights
A results-focused project leader and skilled problem solver, Susan brings a unique balance of business and technology experience that enables her to address issues and opportunities from a holistic perspective—one that considers and incorporates people, process, strategy, and technology implications when defining a solution. She has developed particular expertise in examining and improving business processes, optimizing an organization’s use of information to create opportunities and competitive advantage, and implementing change.
Susan has substantial experience with a wide range of business-enabling technologies, including data warehouses and business intelligence/analytics and customer relationship management solutions. In addition, she has assisted clients with application architecture design, application development, software evaluation and selection, IT operational reviews, due diligence of systems prior to a merger or acquisition, and packaged software implementation.
Over the course of her career, Susan has worked with clients of all sizes and in a wide range of industries -- from healthcare to professional services, and from financial services to energy and utilities. Her clients have included Walgreens; Whirlpool; SXC Health Solutions; University HealthSystem Consortium; Underwriters Laboratories; Baker & McKenzie; Sonnenschein, Nath & Rosenthal; Cardinal Health; First Energy; Lucent Technologies; Spencer Stuart; Health Newsletters Direct; and D.B. Zwirn.
Prior to joining West Monroe Partners at its inception in 2002, Susan was an experienced manager with Andersen's Business Consulting practice.
Susan is a member of The Executives' Club of Chicago. She earned a Bachelor of Science degree in Information and Decision Science from the University of Illinois, Chicago.
A 24-plus year private equity, professional services and management consulting veteran, he delivers technology and management consulting solutions for Private Equity firms as well as Strategic Buyers engaged in mergers or acquisitions. He has a broad base of industry skills driven by over 15 years of management consulting for Booz, Allen and Hamilton, Ernst & Young and Deloitte Consulting. In his current role, he is responsible for expanding West Monroe’s private equity consulting presence and capabilities.
Highlights
John brings multiple years of IT and industry experience to our private equity and portfolio company clients. He has performed dozens of IT due diligence projects for numerous private equity firms across the United States, Canada and Europe. Additionally, he has successfully led large scale post close carve out projects in the health care, retail and general manufacturing industries. John has been recognized for his ability to drive IT efficiency and effectiveness across all areas of IT to help clients address critical business goals. His IT experience spans a range of disciplines, including enterprise resource planning (ERP) and financial systems, supply chain management, data warehousing, business intelligence, business process consolidation and call center technologies.
John joined West Monroe Partners in 2008 from Grant Thornton LLP, where he served as director of IT Strategy, Governance and Development. In this deputy CIO role, he was responsible for firm wide IT operations, including application development, governance strategy, business intelligence strategy and tools, enterprise and application architecture functions, and strategic planning/alignment. At Grant Thornton, he earned a reputation for people management and technology innovation. He not only grew the company’s IT department significantly; he developed it into a function recognized by Computerworld as “one of the best places to work in IT.” He also directed development and implementation of more than 300 vital business applications.
Prior to joining Grant Thornton, John spent 13 years in the consulting business, working for firms such as Deloitte Consulting; Cap Gemini America; Ernst & Young; and Booz, Allen and Hamilton. Over the course of his career, he has worked with clients across a diverse array of industries, including government, health care, pharma, manufacturing, retail, utilities, financial services and professional services.
John earned a degree in business administration with concentration in management information systems from the University of Tulsa and a Master of Business Administration from Northwestern University.
Jamie Story is a director in the Customer Solutions practice where he is responsible for business development, practice management, and driving the company’s Enterprise Content Management offerings. With more than 20 years of consulting experience, he works with clients on transformational content management and business process initiatives.
Highlights
Jamie is well-established at assessing critical business problems and aligning them with high value solutions. He has worked with many clients to provide team and partner collaboration, enterprise content management and business process improvement. His clients come from a wide array of industries including capital markets, professional services, manufacturing, retailing, higher education and government.
Prior to joining West Monroe Partners, Jamie was co-founder and Director of Business Development and Operations for Captaré Consulting which provided services and custom solutions utilizing SharePoint and related technologies. He worked with large and mid-market clients across the U.S. and Canada to streamline their collaboration and business processes. Through his leadership, his company was selected as the co-author of Microsoft’s developer certification tests for SharePoint 2007.
Jamie is also one of the founders and leaders of the Chicago SharePoint User Group. With more than 1,100 members, it brings the greater Chicago SharePoint community together to share best practices, tips, and creative uses of SharePoint.
Before launching his own firm, Jamie was Director of Marketing and Business Development for Perficient where he was responsible for growing the Microsoft relationship and Microsoft solutions business. He initiated and co-led the building of a first generation SharePoint Team Services application which won several national and international honors.
Jamie had previously held several business development roles with Parian Development Group, one of the first Microsoft Partners in the Midwest. He became adept at addressing clients’ strategic and tactical problems by leveraging their existing technologies.
He began his career at the Chicago Board of Trade where he worked as a database administrator and developer.
Jamie holds a Bachelor of Science degree in Finance and Computer Science from Northern Illinois University.
Yanick Thibault is a senior architect leading the supply chain planning practice.
He particularly specializes in executing strategic audits and implementing solutions related to the configuration and optimization of supply chain operations, as well as technological solutions which support the planning of such operations.
Highlights
Yanick has over 10 years of experience mixed in supply chain consulting, manufacturing strategy optimization and supply chain design (factory organization through distribution network). Throughout his career, he has worked with various clients and has developed his knowledge on technologies such as business innovation process, supply chain configuration and strategy, performance management, supply chain optimization tools, APS software, supply planning optimization software, demand planning and forecasting and floor operations (layout, material handling, organization network and manufacturing executive system).
Prior to joining West Monroe Partners, Yanick was working for SET Technologies, a small consulting company specialized in supply chain optimization software and factory plant design and layout. At the beginning of his career, he was working as a manufacturing analyst. Only a year later, he took a new active role as vice president of software development division. He has occupied this position during three years. He passed his last part of his participation at SET Technologies as vice president for consulting and business design division.
As vice president for consulting and business design division, he had the entire responsibility of the consulting group and also collaborated with the software development team as a functional advisor and architect. His first experience has been to design and develop an ATP-CTP (available to promise, capable to promise) software for a telecom company. Futhermore, he worked on several other projects where the main trend of his interventions was the optimization of the manufacturing operations, from the supply side to the customer side. His experiences led him to several projects of redesigning the whole supply chain, find and remove the most critical constraints that block the achievement of the corporate objectives, and optimize the deployment of the master plan to obtain the desired performance gain.
Yanick holds a bachelor’s in Mechanical Engineering (B.Sc.), a master’s in Industrial Engineering as well as an MBA in Manufacturing and Logistics. He is a member of the Ordre des ingénieurs du Québec (OIQ).
David Tilson is a senior manager at West Monroe Partners and a member of the firm’s Customer Experience practice where he specializes in Customer Experience solutions for the Energy & Utilities as well as Banking and Insurance industries. He has more than 14 years of experience working with organizations to enable and improve customer experiences across all channels.
Highlights
David Tilson’s experience and leadership in the banking and insurance, energy and utilities, professional services, telecommunications, and high tech industries brings a wealth of business and technical knowledge to West Monroe Partners’ clients. His passion for constant improvement in processes and behaviors drives his vision for building and maintaining optimal customer experiences and enabling internal orchestration to serve the customers’ needs.
David works with his clients to align their strategies with customer relationships. Specifically, he helps his client address problem areas within their call center, web self-service portals, customer relationship management (CRM) systems and customer experience operations and works with them to assess their opportunities and objectives, steadily achieve their goals and continually measure their progress.
Over the past 14 years, David has served a variety of clients in a variety of industries which has allowed him to understand and experience best practices in all of them. He has served clients such as Dayton Power & Light, Nationwide Bank, PNC Bank, Wal-Mart, Navigant Consulting, CCC Information Services, Eli Lilly, R.R. Donnelley & Sons, Grove Crane, Motorola, Sprint International, 3Com, and the Government of Canada. These clients have enjoyed David’s experience and dedication to bring to life optimal customer experiences.
Before joining West Monroe Partners in 2005, David held several positions with Washington Mutual Bank, including technical project manager and senior business analyst. He contributed to the success of the Telephone and Online banking group by leading and participating in project teams to enhance customers’ branch and online experiences. Furthermore, David’s contribution was instrumental in redesigning the bank’s customer service and direct sales business processes and technology capability for the Home Loans and Retail Banking operations.
Prior to joining Washington Mutual, David spent seven years working as a consultant for Ernst & Young (now Cap Gemini) and PricewaterhouseCoopers (now IBM Global Services).
He has authored several articles on the value of customer experience and information within organizations.
David earned a Master of Business Administration degree with distinction from DePaul University’s Kellstadt Graduate School of Business, with a concentration in Marketing Strategy. He holds a Bachelor of Science degree in Computer Science from Purdue University. David is the co-founder and director of the Business Architects Association and is active in the DePaul MBA Alumni Association and Jane Addams Hull House Small Business Development Center.
Greg Tipsword co-leads the firm’s Healthcare practice, primarily focusing on Care Provider, Pharmaceutical & Life Science services. Greg is responsible for practice strategy, solution development, client service, business development, and team management. Tipsword specializes in working with clients to address complex business and technology challenges. His strong management, communication, and business development skills complement his rich technical, operational, functional and industrial experience.
Highlights
Greg Tipsword is a seasoned consulting services executive with extensive experience in both large-scale and start-up consultancies. During his 12-year, partner/vice president level management consulting career, he has managed strategy, implementation, support, and business process outsourcing (BPO) engagements for clients in the healthcare, telecommunications, financial services, building products, and scientific industries.
Greg is a versatile technology and business consultant whose experience crosses a variety of technology disciplines, including customer relationship management and sales automation, call centers and computer telephony, web and object-oriented development, workflow management, IT services and portfolio management, and business intelligence and data management. His experience enables him to guide clients through all facets of a solution, from visioning and development of the business case, to assessment and analysis, to project planning and management, to change management and training.
Before joining West Monroe Partners in 2009, Greg worked for several consulting organizations—most recently as a master consultant and practice area lead for Hewlett-Packard in Palo Alto, California, where he was honored for account growth during 2008. During his consulting career, he has established national and regional practices focusing on the healthcare and telecommunications industries, as well as the delivery of solutions utilizing Microsoft technologies. Greg also spent five years in pharmaceutical discovery roles with G.D. Searle & Company and Abbott Laboratories, as well as several years as an air traffic controller for the United States Marine Corps.
Greg earned a Bachelor of Arts degree in chemistry from the University of Colorado and completed Master’s level studies in math and computer science at Loyola University of Chicago. He has co-authored five peer-reviewed articles on using computer applications to solve problems in chemical research.
Nathan Ulery leads the Technology Infrastructure solutions teams and serves as an infrastructure architect for many West Monroe Partners clients. Nate is responsible for and involved in a wide range of consulting assignments covering business and IT strategies. He teams with clients to integrate their business and information needs with innovative technology solutions that focus on reliability, availability, performance, and cost effectiveness. With a focus on infrastructure architecture and a background in software development, Nate plays a critical role in working with both application development and infrastructure teams to facilitate successful application implementations.
Highlights
Nate joined West Monroe Partners in its first six months of operations and, as the first person in the Infrastructure practice, he has helped foster its dramatic growth over the past few years and set the tone for the team's "get it done" approach to client engagements.
Prior to joining West Monroe Partners, Nate worked for two Big 5 professional services firms as well as a regional network integrator as a network engineer, senior consultant, and infrastructure architect. Previously, he was the assistant network manager at a university, where he helped lead the deployment and adoption of the campus-wide network that provided a network port to every pillow, classroom, public area, and office on campus. Nate began his professional career as the assistant to the chief financial officer at a community foundation where he was responsible for the implementation of an integrated system that managed all accounting (AR/AP/GL) as well as donor, fund, and grant management.
Nate has consulted at more than 50 clients across a range of industries, including trading, venture capital, professional services, education, nonprofit, software and high-tech, real estate, manufacturing, media and publishing, retail, finance and insurance, transportation, government, and energy.
Nate obtained his Bachelor of Arts diploma in Computer Science with a minor in Economics from DePauw University in Greencastle, Indiana, where he graduated magna cum laude with distinction. As a Management Fellow, Nate developed skills in accounting, economics, and management. Nate has also earned multiple industry certifications from Microsoft, Citrix, Novell, and Cisco.
Besides consulting, Nate also enjoys writing and has been published in a range of publications from Microsoft's Executive Circle magazine to NASCAR coverage for a local newspaper.
Daniel Vendette is a director with West Monroe Partners. He has more than 20 years of experience working with international organizations to improve transportation and logistics functions and other critical business processes.
Highlights
Over the course of his career, Daniel Vendette has developed expertise in outsourcing, customer service, transportation, and distribution strategies. He has been involved in a wide array of projects to optimize operational processes, reorganize operations, design distribution centers and distribution networks, review inventory practices, establish inventory systems controls, and revise transportation practices.
Daniel has worked with companies in the automotive, aeronautical, food, pharmaceutical, pulp and paper, and textile industries to rationalize and optimize distribution operations. For example, he assisted a multimodal transportation with setting up an international transportation division. His responsibilities included taking charge of contract negotiations with maritime and air transportation providers, as well as analyzing imports and exports for many of the company’s customers as a basis for optimizing processes and reducing operational costs. Daniel also established processes for managing freight, transportation rates, and customer complaints for third-party services provided to companies in the textile, foods, telecommunications, and automobile parts industries.
In addition to his experience in the distribution industry, Daniel has worked on programs to provide outsourced printing and distribution for institutional forms, with implications that were as much strategic as much as they were operational. He also analyzed the outsourcing provider’s performance to ensure optimal customer service.
Daniel is active in the Canadian logistics community. He is the past-president of the Montreal chapter of the Canadian Institute of the Traffic and Transport (CITT) and is an active member of Supply Chain & Logistics Association of Canada (SCL).
Daniel earned a MBA degree in Transport and Logistic from the University of Québec in Montreal.
Roland Wilson is a director with more than 20 years of diverse business consulting and industry experience that spans industries, from aerospace and defense to healthcare to paper products and printing.
Highlights
Roland Wilson works primarily with West Monroe Partners clients in the manufacturing and distribution of discrete consumer and industrial products. Many of these companies have improvement opportunities as a result of prior mergers and/or acquisitions; thus, he helps their executive teams plan improvement projects and executes initiatives that reduce costs and add value.
Roland is an accomplished consultant whose experience encompasses a wide range of business solutions, including business intelligence, business process optimization, corporate performance management, enterprise architecture, enterprise resource planning, IT assessment and strategy, and supply chain planning and execution. He also has experience with various web strategies and technologies, including e-Commerce, intranets, and knowledge management tools.
Prior to joining West Monroe Partners in 2008, Roland was a director in the Advisory Services practice of PricewaterhouseCoopers LLP. In this capacity, he worked with clients to select and implement new enterprise software, reduce data storage requirements, identify strategic sourcing alternatives, reduce working capital, and transform IT operations. He also participated in development of the firm’s enterprise applications methodology, developed its ERP toolkit, and delivered SAP end-user training to managers and directors.
Previously, Roland was a director in the Professional Services practice of ICG Commerce, a senior manager in Arthur Andersen’s Business Consulting practice, and a manager of Total Quality and production supervisor for International Paper Co.
Roland earned a Master of Business Administration degree from the University of Illinois and a Bachelor of Science degree from Indiana University. He is a certified Project Management Professional (PMP) and a member of the board of trustees of the not-for-profit Sharing Connections Furniture Bank in Lisle, Illinois.