Technical Presales Resume

Joey’s oh-so-ever-out-of-date resume.


  • Recipient of multiple awards and accommodations including the prestigious Williams Champion Award for demonstrating leadership and creative problem solving.
  • Achieved significant cost savings by championing Office 365 as Williams’ first infrastructure cloud project. Examined multiple financial and architectural permutations to recommend best implementation approach to Senior Leadership. Demonstrated leadership and guided project to convert entire company to Lync (now Skype for Business) and Exchange Online while satisfying complex (very complex) Legal and Security requirements.
  • Created movement and led effort to adopt an online meeting culture by generating excitement, illustrating cost savings, and performing product demonstrations at various staff meetings and roadshows across the company.
  • Conceptualized and recommend a walk-up IT service desk at Williams’ Tulsa headquarters. This service desk put a face to IT, reduced resolution time, and significantly increased user satisfaction. Concept was so welcome and successful that it has been replicated at Williams’ other large offices.
  • Championed, planned and led XP-to-Windows 7 migration project for Williams while minimizing cost to company and impact to users. Project involved testing over 600 corporate apps across a dozen locations and executing a three-year deployment plan.
  • Excel at presenting technical concepts to non-technical audiences. This was demonstrated as sole Sales Engineer, supported six geographically dispersed account executives, made CxO level presentations, and transitioned customers from design to implementation phase. Appointed as team leader and nominated for performance excellence award.
  • As Sales Engineer, championed and piloted internal telecom whitepaper program to articulate position against competitors, reduce ambiguity of complex product portfolio, and ease onboarding of new employees.
  • Crafted long-range information technology plan for global industrial services and publishing company. Plan execution reduced time and cost required to produce monthly publications (digital and paper), hardened security posture, and drastically improved network reliability. Promoted to Director of Information Technology.
  • Simultaneously managed two off-shore outsourced technical teams, each with time zone, cultural, and skill-set diversities.
  • Reduced liquid-pipeline manual publication costs by $50,000 per year by championing & converting paper-based library to secure online version.
  • Reduced turn-around time by 90% by converting paper-based gasoline merchant reports to browser-based system.
  • Honed communication and presentation skills by teaching classes at a local university.
  • Asked by Williams CIO to provide unique photography for multimillion-dollar floor remodel projects. Photo work included Williams architecture and IT-inspired works.


Lead Architect – Collaboration Center of Excellence (CoE)

New position created by CIO specifically for me to continuously look for value-add and improvement projects related to collaboration tools, practices, and adoption. Hyper-focused on simplifying the end-user collaboration experience by standardizing on Skype for Business, leveraging Williams’ investment in existing technologies where feasible, reducing overlapping collaboration tools, and reducing costs. Position requires frequent negotiation between various internal groups who have conflicting priorities and objectives. Position also requires delivering recommendations to Senior Leadership through persuasive presentations, product demonstrations, and financial justification.

Stay tuned.  Big things coming here….

Client Architect & Messaging Lead

Williams Energy, Tulsa, OK, 2007-2016
  • Managed off-shore Exchange and Office365 technical team.
  • Achieved significant cost savings by becoming key champion for Office365 as the Williams unified communication platform. Examined every financial and architectural permutation to recommend best implementation approach to Senior Leadership.
    • 365 Phase 1: Implemented Lync Online (now Skype for Business) as the first Office365 project at Williams. Project was an overwhelming success which involved coordination between implementation partner, outsource provider, Security and Access Control, Legal, and Learning groups. Faced with cost-savings pressure, made recommendation to implement in-cloud 100% with no on-prem hardware. Started evangelization tour across company to educate and drive adoption.
    • 365 Phase 2: Leveraging groundwork from Phase 1, implemented ExchangeOnline. Satisfied complex Security & Legal requirements. Designed massive many-to-many migration network to preserve delegate and shared resource relationship during 10,000 mailbox migration. Partnered with Legal to replace Enterprise Vault and implement a forward-looking PST replacement tool. Partnered with Security to start a sweeping AD cleanup.
  • Crafted three year plan to phase-out Windows XP and received buy-in from Leadership on three-year attrition project to replace Windows XP with Windows 7 on more than 6,000 distributed clients. Plan execution involved coordinating testing of over 600 corporate applications, having a database built to track application compatibility, creating support model to fit within IBM’s back-office and desktop support arrangement, and sourcing a vendor to maintain image.
  • Set enterprise desktop standard for desktop, laptop, and workstation computers.  Continuously evaluate new models and devices to help employees perform their daily jobs. A perfect example of this continuous improvement is the need for serial ports for field users. Mainstream computer makers are quickly moving away from this legacy interface, but Williams has millions of dollars of serially connected field equipment.  I initiated a project to find a suitable replacement laptop and worked with field support to test the unit in a live field situation.

Enterprise Operations Analyst (Rehire)

Williams Energy, Tulsa, OK  November, 2006 – 2007

Function as key team member managing operational relationship between Williams and outsourcing partner, IBM.

  • Identified nearly $200,000 of yearly cost savings opportunities of Microsoft Exchange messaging environment. Conducted in-depth study of current environment and built comprehensive cost model to determine benefits of in-house vs various outsourcing scenarios. Study detailed all aspects of messaging including servers, business continuity, archiving, and hygiene.
  • Participated on high-profile team to build Disaster Recovery data center. Functioned as EMC RecoverPoint reference.
  • Serve as Williams Critical Situation Manager for high-profile problems and outages.
  • Reduced managed data volume and increased speed of nightly TSM backup process by initiating and coordinating various projects, including implementing LTO4 tape drives and ensuring all servers are in proper retention classes.
  • Crafted server decommissioning process which bridged the functional and political gaps between Williams internal IT and outsourcing provider.

Presales Engineer / Product Manager (Web Hosting, Branded Email, Collocation, Hosted Exchange, Dial Internet)

McLeodUSA Telecommunications, Tulsa, OK November, 2004 – November, 2006

Owned end-to-end life cycle of Internet & Data product suites. Due to uniqueness of product set within company, I served in a hybrid role that included product management, presales engineer, technical account manager, evangelist and training responsibilities. Served as single point of contact and made daily time-sensitive decisions for all activity involving managed products portfolio. Led and participated on various initiatives during difficult financial times, including:

  • Managed inventory and sales process of over 100 collocation data centers.
  • Increased monthly sales of Hosted Exchange product 300% by benchmarking competitors, redefining standard packages, targeting key markets, and training McLeod’s vast sales force.
  • Earned “Star Quality” certification for product & process knowledge and customer service.
  • Functioned as contact point for select strategic customers.
  • Served as search-engine optimization SME on web site redesign project.
  • Performed extensive financial analysis and recommended the shut-down of several underperforming products.
  • Led complex project to sell McLeod’s 12,000 dial internet subscribers to bulk dial-up provider.

Director of Information Technology

Noria Corporation, Tulsa, OK  March, 2003 – November, 2004

Responsible for day-to-day operations and long-range planning of all IT functions. Notable successes include:

  • Avoided costly infrastructure upgrades by negotiating offsite collocation agreement to host all internet facing servers and applications.
  • Drastically reduced potential data loss by implementing Noria’s first comprehensive data backup strategy with off-site media.
  • Reduced server downtime 99% by through server modernization effort and implementing Active Directory, Microsoft DNS, and Exchange 2003.
  • Standardized desktop hardware configuration and software image. Implemented monthly update practice.
  • Secured budget and overhauled LAN/WAN, implemented remote VPN.
  • Reduced inbound virus threat by implementing comprehensive virus and spam abatement program.
  • Implemented technology and workflow process to publish two magazines to digital editions.
  • Planned and managed project to expand voice and data infrastructure to two-building campus.

Sales Engineer

Williams Communications, Tulsa, OK  (Two roles from 2000 – 2002)

1. Sales Engineer Team Lead; Vyvx Managed Web and Application Hosting
Generated web and application hosting revenue through technical pre-sales activities. My technical skills combined with business acumen and presentation abilities allowed me to excel in this position and receive performance awards. Activities included:

  • Meeting with customers and presenting product & service technical portfolio
  • Articulating product value proposition
  • Facilitating requirements gathering sessions with customer stakeholders
  • Driving overall architecture and design process with internal parties
  • Presenting final solution to customer decision makers
  • Conceptualized and implemented new services to meet customer demands, including: data security solutions; usage analysis tools; and variable bandwidth pricing. Teamed with engineering to craft “one-off” remote data backup proposal for a national radio corporation. Nominated for performance excellence award.

2. Telecommunications Sales Engineer – IP Business Unit Liaison; Williams Network
Participated in all technical presales activity for the IP Network. Engaged with potential customers, translated requirements into a viable Williams Network solution, and presented the final design to decision makers. Served as an interface between sales, product development, and the remaining sales engineers to ensure a single, coherent message was presented to customers. Worked with IP marketing group to ensure future products aligned with customer requirements. Reduced product ambiguity and shortened learning time for new sales engineers by initiating technical document concept.

Various Roles (Intern >> Systems Engineer >> Team Leader)

Williams Energy/MAPCO Inc, Tulsa, OK (Progressing roles from 1995 to 2000)

1. Electronic Commerce Infrastructure Team Leader & Project Manager
Sought, coordinated, led, and participated on various Internet/Extranet projects:

  • Reduced publication costs by $50,000 per year by championing and converting paper-based pipeline manuals to secure extranet solution. Designed online work-flow process to publish updates via Lotus Notes.
  • Improved transaction report accuracy and reduced turn-around time 90% by championing and developing browser-based credit card reporting system for fleet management business unit. Utilized Lotus Enterprise Integrator (LEI) to siphon nightly data from Oracle databases.
  • In the pre-Wordpress era, engineered a method to reduce time and complexity to update corporate web content. Utilizing secure distributed authoring and workflow, for the first time, non-technical CorpComm employees published press releases and posted job openings directly to the Internet without routing requests through a “webmaster.”
  • Increased server reliability 75% by implementing common-sense maintenance windows, application deployment policies and crafting service level agreements.

2. Systems Engineer (Summer Intern which transitioned to full-time position)

  • Evaluated modern corporate mail offerings (Microsoft Mail, Microsoft Exchange, Lotus cc:Mail, and Lotus Notes) and migrated company from DaVinci email system to Lotus Notes.
  • Cut operating costs and increased server up-time by upgrading and consolidating 24 Novell NetWare servers to 10 and centralizing administration to a single contact Help Desk. Created procedures for data center and help desk.
  • Planned and implemented company’s first Microsoft Windows NT environment, enterprise backup solution and installed system monitoring tools.


Master of Science in Telecommunications Management 2000
Oklahoma State University at Tulsa — Tulsa, Oklahoma
Masters Practicum in Knowledge Management and Corporate Collaboration

Bachelor of Science in Computer Science  1994
Oklahoma State University — Stillwater, Oklahoma

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