Brian Regan

About Brian Regan

Dedicated IT Professional working the higher education market serving the needs of client…

Experience

1. Practice Manager Crm Products Ex Salesforce

   SIG (Strata Information Group)

   Apr 2012 — Present

   BI Projects include - Conduct Business Intelligence Assessments to determine the needs of an institution for developing KPI\'s, warehouse strategies, and report tool options-Legacy Report conversion from Oracle Reports Portal to IBM Cognos - ERP implementation of Cognos to support new Banner systems- Cognos package creation to support targeted reporting. Extensive training for users of Cognos 10 and 11- Dashboards for senior executives, admissions, and advancement offices- Experience in ETL and data warehousing extensions to support operational reporting and long term strategic reporting off frozen data. CRM Projects include - Implementations of Technolutions Slate, Salesforce (TargetX) and CRM Recruit-Implementation of Slate CRM. Responsible for the functional admissions for the UG and GR departments as well as developing file interface loads and campaign strategies. Specializations on integration and data management within Slate-Assistance with implementation of CRM Recruit including development of workflows, campaigns, territory assignments, event building and registration as well as end user and technical training-Assistance with implementation of SalesFroce based products like TargetX. Process Automation Projects include - Automate notification of time sheet web entry and vacation approvals for HR offices-Automate the notification of financial aid checklist items to students based upon item and status -Automate Graduation Processing and awarding of degrees-Automate various finance notifications for approvals, requisition denied and purchase order requests -Automate Employee Personnel action notifications and routing for HR offices with workflows on top of Banner EPaf\'s-Various notification workflows for registration, financial aid deadlines, admissions operations, and graduation requirements.

Skills

• Report Writing
• Analysis
• Banner Relationship Management
• Strategic Planning
• Leadership Development
• Crm
• Research
• Data Analysis
• Project Management
• Access
• Customer Relationship Management (Crm)
• Staff Development
• Public Speaking
• Statistics
• Leadership
• Budgeting
• Sql
• Training
• Process Improvement
• Banners
• Fundraising
• Recruiting
• Microsoft Access
• Program Management
• Project Planning
• Cognos
• Policy
• Nonprofits
• Microsoft Office
• Community Outreach
• Erp Implementations
• Program Evaluation
• Program Development
• Banner
• Microsoft Excel
• Databases
• Budgets
• Business Intelligence
• Business Analysis
• Powerpoint