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How to build a winning proposal team
Jun 29, 2023
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With background versed in business consulting, IT infrastructure, and process improvement, Jonathan has led initiatives around eDiscovery, Data Governance, and enterprise integration since 2009. Experience includes compliance oversight of highly sensitive client data, process outsourcing activity, ground-up data solution design, and leveraging cutting edge infrastructure to contain costs, generate new revenue, and gain process efficiencies.

Accomplishments include:

• Leveraging contract terms enforcement to promote revenue assurance and recapture $8MM revenue over 3 years
• Owning executive dashboard of key performance indicators reflecting costs and efficiencies, for monthly presentation to exec leadership
• Implementation of ILM programs to introduce proactive data retention strategy, reducing long term data privacy risks, and converting previously un-monetized client data storage
• Implemented LS Solutions Desk for a centralized and streamlined Sales intake, RFP response process, and use of Technical Sales resources
• Workflow architecture as consultant for enhanced Technology Assisted Review application for Advanced Text Analytics & Predictive Coding
• Worked with company founders to create Hosted Solutions department, providing web-hosted document review management, powerful search & filter strategies, and advanced data analytics platforms to Tier 1 law firms & corporations
• Adopted virtualization & state-of-the-art storage network technologies, enabling new cloud product offerings, while standing up multiple data center environments.
• Directed SaaS product line, staff, Ops, user training & support
• Roll-out key services, client training, sales demonstration, and technical support programs
• Entrepreneurial background with understanding of solution design and business dynamics, to bridge gap from concept to implementation
• Certified Sailing Instructor and offshore voyager

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