Andrew Potasek

About Andrew Potasek

As a leader in Wipfli\'s Business Solution and Nonprofit groups, I help organizations streamline their processes and align technology to their business objectives. I have worked with a variety of organizations focusing on building digital roadmaps supporting their strategic goals and guiding them to effectively execute in order to gain efficiencies, engage stakeholders, and grow.Specialties: Digital Road mapping, Analysis & Design, Business Analysis, Power Platform, Common Data Model, CRM, Dynamics 365, Business Intelligence, Project Management, Agile Methodologies, Volunteer Management, Fundraising, Client Service, Case Management, Grant Management, Program Management

Experience

1. Partner

   Wipfli

   Jun 2021 — Present

   With over 3400 associates and 52 offices across the US and two offices in India, Wipfli ranks among the largest accounting and business consulting firms in the nation. Wipfli can advise in all areas of business, from finance and operations to human resources, information technology, and customer relationships. The firm’s clients include manufacturers, health care organizations, financial institutions, nonprofit entities, dealerships, contractors and developers, small businesses, and individuals. Wipfli’s 90-year legacy of helping its clients succeed is a point of pride for each of the firm’s partners and associates. For more information, visit

Education

• UMN Carlson School of Management

  Marketing & Entrepreneurial Management

  2004 — 2008

Skills

• Microsoft Office 365
• Strategic Planning
• Process Improvement
• Business Analysis
• Management Consulting
• Consulting
• Business Intelligence
• Management
• Crm
• Microsoft Crm
• IT Strategy
• Marketing
• Business Process Improvement
• Requirements Analysis
• Customer Relationship Management (Crm)
• Leadership
• Sharepoint
• Project Management