Jeff

With a focus on the legal industry, he led and developed the data and analytics practice, providing turnkey enterprise analytics and reporting solutions to clients. Partnered with the Qlik organization, and the partner and developer community, to design, build, and deliver solutions ranging from comprehensive financial dashboards to revenue-generating solutions integrating third-party provider data with law firm data to provide actionable insights for business development purposes.

• Led business development efforts, translating customer requirements into pre-sales demonstrations.
• Worked directly with clients to scope and execute engagements.
• Responsible for a team of six employees, providing technical and professional leadership and mentoring while delivering projects using an agile, Scrum-based methodology.
• Identified, managed, and grew relationships with Qlik and other partners, including presenting at International Legal Technology Association (ILTA) conferences and webinars.
• Developed and implemented enterprise data governance assessment, recommendation, and implementation methodology.

With a focus on law firms and the legal industry, he provided subject matter expertise and technical support for information governance and data analytics programs. As a subject matter expert, he worked closely with clients to build and implement IG programs, including policy, process, and technology.

• Worked closely with clients to identify specific records management requirements and configure FileTrail (and other solutions) to meet client needs.
• Led the migration of records information from legacy systems (e.g., LegalKey) to FileTrail, providing data cleansing, analysis, and other services.

A senior member of a small management consulting firm focused on the design and implementation of data analytics and information governance programs, from inception with senior leaders through the full development of policies, procedures, and technology to support the program. Responsible for all aspects of projects, from sales to delivery; including proposal development, contract management, staff acquisition and management, schedule development, leading project delivery from a subject matter expert and project management perspective, and issue resolution.

• Led ongoing data analysis of evidence in the Bernie Madoff Ponzi scheme in support of expert testimony over three year time period
• Supported data capture, analysis, and expert testimony in support of a fraud investigation related to inventory fluctuations for a large textile manufacturer
• Supported the development of records and information management policies in support of an online advertising company’s preparations for General Data Protection Regulation (GDPR) compliance
• Developed and implemented a cloud-based workflow solution for processing shift changes at a large hotel. Utilize Microsoft Azure functions, Microsoft Flow, SharePoint Online, Exchange Online, and Twilio to develop a system for calling out from a shift via text message, email, or automated voice recognition.
• Developed and implemented workflow solution for routing service requests from requestors to administrators using on-premises Microsoft SharePoint 2010, InfoPath 2013, SharePoint workflow 2010, and custom jQuery and JavaScript and HTML code. Ported a solution to SharePoint Online, InfoPath 2013, and SharePoint 2013 workflow.
• Developed prototype employee call-out system using SharePoint Online, OnePlaceMail email manager, and SharePoint workflow. Ported a solution to Microsoft Flow to replace OnePlaceMail limitations.

As a director within the Dispute Consulting service line, established and led the data analytics practice in support of complex litigation, including data management leadership for expert testimony. Developed standard processes and protocols for data acquisition, data management, research, analysis, and long-term disposition of data and information assets.

• Evaluated and implemented various data analysis tools (including SAS, MatLab, ACL), and various database and database/data warehousing technologies (i.e., SQL Server, SQL Server Analysis Services, Oracle, Access).
• Developed data management applications on various platforms, including Microsoft Access and Excel, SharePoint, ACL, and BusinessObjects.
• Identified, trained, and managed a team of data analysis professionals. Worked closely with internal and external IT organizations to build and maintain infrastructure to support data analytics.

Example projects:

• Organized and led the data analytics team involved with managing terabytes of data to be analyzed in support of expert testimony for the Bernie Madoff Ponzi scheme bankruptcy litigation. Provided senior direction on all aspects of data management, from handling chain-of-custody and data acquisition and protection to hardware configuration and software licensing. Responsible for designing, installing, configuring, and administering SQL Server 2008 and Oracle 9i and 10g databases used to stage data captured as part of the litigation. Managed a team of individuals responsible for creating, maintaining, analyzing, and producing supporting reports for expert testimony, utilizing advanced SQL queries. Led a team of specialists responsible for staging and reviewing a legacy IBM AS/400 environment to analyze and report on specific functionality in support of expert testimony.
• For numerous litigation support engagements, designed, built, and implemented data capture, cleansing, and manipulation solutions using tools such as SQL Server Integration Services, SQL Server Analysis Services, ACL, MS Excel, and MS Access (automation using Visual Basic for Applications). Developed numerous solutions for converting data stored in PDF files to text and Excel files using JavaScript automation in Adobe Acrobat.

• Adjunct Professor of Software Engineering at Rowan University (2016 – present)
• Associate at Booz Allen Hamilton (1998-2008)
  • Data and Document Management Systems
  • PMI Project Management
• Independent Consultant at Strategic Consulting Services for NovaCare, Inc.(1997-1998)
• PowerBuilder Developer at EMAX Solution Partners (1996-1997)