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Richard B. Cole


Professional Portfolio
Index



Richard Cole Bio ---------------------------------------------------------------------------------- 1


Richard Cole Resumé ----------------------------------------------------------------------------- 2


Representative Projects --------------------------------------------------------------------------- 3


Technology Boosts Health Care Compliance, Training Systems --------------------------10


Catastrophic Rehab Venture Lands Capital To Begin String Of Clinics ---------------- 12


Internet-Based Business Model Revs Up Savings For Auto Dealers -------------------- 13


IT Security for Oil and Gas Companies ------------------------------------------------------ 15


 Meet Security Concerns That Are Caused By Technology Convergence -------------- 18


Security Experts Lock In Round Of Start-Up Capital -------------------------------------- 20


People in business -------------------------------------------------------------------------------- 22


Richard Cole LinkedIn Profile ----------------------------------------------------------------- 24
Richard B .Cole
                                             Professional Biography


Mr. Cole is a Houston based executive “Rainmaker” with a successful history of executive level sales, sales
management and operations management bringing passion and focus to revenue generation, growth and profitability.
His skills are further enhanced by creativity and innovation, process management and optimization, strategic team
development and management, operations, strategic planning and decision making. His leadership is enriched by high
levels of knowledge and experience in go-to-market and growth strategies, product development, life cycles, services
and delivery and a strong marketing and branding orientation.

He is driven by passion, the challenge and the desire to add value through the identification and the capturing of new
business opportunities through an in-depth understanding of target clients and markets; brand strength and by the
motivation of sales operations culminating in exceptional team performance. He maintains an emphasis on information
technology integration, infrastructure, platform and process optimization and enterprise security for Fortune 1000, mid-
sized and SMB clients. As a creative top producer, he consistently exceed objectives, budgeted revenues and quotas
while controlling costs resulting in recognition and annual membership in the President’s Club while calling on CXO’s,
Information Technology and Risk Management professionals.

Mr. Cole is experienced in all phases of business operations including sales and marketing, asset management, human
resources, financial oversight, research and development, legal oversight, contract negotiations, capital formation and
acquisitions. He has been instrumental in the turnaround of numerous organizations and has served on the Board of
Directors for companies including Pacific Medical, Regenetech, and ISV. Mr. Cole is a member of the Federal Bureau
of Investigation’s Infragard program, Greater Houston Chapter, the HIPAA Conformance and Compliance Organization
(HCCO) and is a published author. Mr. Cole attended the University of Houston.


****************
A unique differentiator exists within Mr. Cole’s background held by possibly less than 20% of our workforce and
shrinking – management experience obtained during the 1970’s economic downturn; second only to the Great
Depression. Mr. Cole’s management career began with the financial management of fixed operations during very similar
economic conditions that took place during the Carter Administration.

Mr. Cole’s career began with his being chosen to oversee the implementation of a new operational model for fixed
operations mandated by Toyota Motor Sales. Upon completion of Toyota University’s; Toyota Education for the
Advancement of Management in Service (TEAMS), Mr. Cole led the implementation of the new model significantly
increasing profitability while establishing more competitive pricing structures. Used as the foundation of today’s fixed
operations; the dealer is now producing in excess of $100 million in revenue from the same location.

As a result of implementing new operational concepts and models, Mr. Cole’s out-of-the-box thinking began to solidify
and he began undertaking projects including assisting corporations with the re-engineering of their business model
integrating advanced technologies achieving numerous milestones, new levels in revenue, services, cost containment,
operational efficiency and customer relations.

Mr. Cole’s skills and experience have grown to encompass sales and marketing, startup ventures, sales force
organization and development, capital formation, corporate re-organization, strategic market analysis, strategic
partnerships and joint ventures, high profile client relations, product analysis, re-development and re-launch, distribution
channel development, financial analysis, operational budgets, forecasting, cash management, business strategies, public
relations, contract negotiations, human resources, financial oversight, legal oversight, corporate and advisory board
organization, governmental compliance, technology integration, asset allocation and re-allocation, balance sheet analysis
and reorganization, return on assets optimization, capital expenditures, forensic accounting oversight and federal
reporting.

Mr. Cole currently works with clients aligning people, processes and technologies that have become burdensome non-
revenue generating tasks which have become increasingly critical in today’s business environment. The innovative
solutions increase operational efficiencies including market penetration, revenue generation, communications,
collaboration, staff development and customer satisfaction among others; delivered in a high security environment.
Richard B. Cole
                                                     23806 Fairport Harbor Lane
                                                    Richmond, Texas 77469-2891
                                               (C) 832.588.5362     (D) 832-323-1573
                                           E-mail: rcole@pdq.net      Skype: colerichardb
                                      When you need more than a “Rainmaker”
SYNOPSIS
Houston based executive “Rainmaker” with a successful history of executive level sales, sales management and operations
management bringing passion and focus to revenue generation, growth and profitability. My skills are further enhanced by creativity and
innovation, process management and optimization, strategic team development and management, operations, strategic planning and
decision making. My leadership is enriched by high levels of knowledge and experience in go-to-market and growth strategies, product
development, life cycles, services and delivery and a strong marketing and branding orientation.
I am driven by passion, the challenge and the desire to add value through the identification and the capturing of new business
opportunities through an in-depth understanding of target clients and markets; brand strength and by the motivation of sales operations
culminating in exceptional team performance. I maintain an emphasis on information technology integration, infrastructure, platform and
process optimization and enterprise security for Fortune 1000, mid-sized and SMB clients. As a creative top producer, I consistently
exceed objectives, budgeted revenues and quotas while controlling costs resulting in recognition and annual membership in the
President’s Club while calling on CXO’s, Information Technology and Risk Management professionals.
CORE COMPETENCIES

        Technical and Medical Sales - SMBs to Fortune 100                      Product / Line / Territory Launch and Development
        Operational Efficiency / Revenue / Profitability                       Vertical Market Development and Business Strategies
        Profit & Loss / Cash Management / Budgeting                            Strategic Partnering – Establishing and Management
        Sales Organization Development and Management                          High Profile Client Relationships
        Sales / Distribution Channel Development                               Start-up & Turn-Around Ventures
        Strategic Analysis & Marketing Definitions / Strategies                Capital Formation – PPM, Reg. A, D, SB-1 and SB-2
SIGNATURE VALUES

        Results-Driven Sales and Marketing Professional. Track record for growing corporate sales and marketing to new levels
         increasing market penetration, sales force development, outperforming revenue goals and enhancing overall market
         performance.
        Product Knowledge Advocate. Builds on technology background, acquiring comprehension of new and emerging
         technologies, processes and methodologies for the optimization of business processes increasing revenues and profitability.
        Analytical Problem Solver. Perform research and analysis to determine essential issues, immediate needs, strategic plan
         development and innovative solutions for achieving corporate and client objectives.
        Strategic Team Builder. Analyzes current and potential customer/market requirements identifying and strategically acquiring
         the internal and/or external resources necessary for tactical product/ service delivery to the customer/market.
        Market Forecaster. Combines long-term plans with technology trends and capabilities, government regulations and
         anticipated market positions to build business scenarios and models to leverage corporate capabilities and improve market
         performance.
        Multiple sales techniques including Solution Sales, Consultative Sales, Visionary Sales, Conceptual Sales, Select Sales
         and SPIN Sales (Situation, Problem, Implication, Need)
        Turn-around specialist re-organizing / re-structuring troubled companies re-invigorating growth, revenues and profitability.
PROFESSIONAL ACHIEVEMENTS

        Innovated sales and marketing solutions using business intelligence and analytics for advanced sales management
         solutions for early identification of opportunities and points of entry creating a competitive edge for sales organizations.
        Developed strategic partnering agreements and intellectual property protection programs increasing market position
         while growing corporate valuations in excess of 600% within a six month period through a SB-2 offering.
        Grew technology services firm through the development and implementation of advanced solutions using converged
         technologies resulting in advanced operational solutions with replication and rapid deployment capabilities. Solutions were
         nominated for various awards for sales, healthcare operations and telemedicine applications.
        Grew technology services organization exceeding annual projections within the first 6 months exceeding year-end revenue
         projections in excess of 250% while increasing select territory revenues in excess of 435%.
        Developed award winning customer relations program resulting in expense controls and 98% CSI ratings resulting in
         national recognition and awarded self-authorization status by a Global 50 organization.
        Developed and implemented reorganization plans resulting in doubling revenues within a twelve month period.
        Increased operational efficiency and gross profit margins to all time high of 73% GP and a net profit of 45% while
         maintaining award winning customer relations programs.
        Developed and executed re-organization plans for multi-million dollar Company resulting in the ability to head off
         eminent bankruptcy filings culminating in the resumption of normal operations and establishing a new growth pattern.
        Assisted in the design, construction, budgeting, capital acquisitions and staffing for multi-million dollar venture and new
         facilities immediately exceeding revenue and profitability objectives ending the year at 180% of revenue projections.
Richard B. Cole Resumé                      When you need more than a “Rainmaker”                                             Page 1
PROFESSIONAL EXPERIENCE

Outré Consulting, Houston, Texas                                                                                                      9/2009 – Present
        Vice President of Sales – Microsoft Solutions / Management Consultant – 150% Quota

Technical Sales / Operations Management - Outre Consulting is an IT and management consulting firm specializing in Business
Process Management (BPM), Business Process Optimization (BPO), Business Intelligence (BI), virtualization, desktop,
communications, collaboration and security. Security solutions include access control, confidentiality, integrity and availability of data,
storage, infrastructure consolidation and virtualization, managed services and engineering services addressing data center, desktop,
VDI and mobile workforce requirements.

         Successfully built personal sales pipeline in excess of $3.5 million in less than 6 months.
         Developed and implemented strategic account management and targeting solution including process optimization
          operating on multiple platforms including desktop and mobile devices increasing sales activity over 50% and decreasing the
          sales cycle over 30%.
         Implemented strategic team growth program establishing operational footprint within the energy sectors including
          upstream, midstream and downstream clients including penetrating Fortune level clients.
         Successfully established operational footprint within the technology sector.
         Established and managed working relationships with key strategic partners including Microsoft, EMC, SHI, SoftwareONE
          and Citrix.
         Successfully achieved membership in Microsoft’s BizSpark program for companies developing innovative solutions.

Reason for leaving – Company unable to support sales efforts.

“Richard demonstrates a high degree of integrity while managing the customer - vendor relationship. He is responsive in his commitment to follow-up to
direct inquiries or following through with stated objectives. He quickly became a trusted resource for information specific to his field of experience and
beyond. Richard is genuine in his desire to assist the customer with achieving the best solution to the stated problem(s) as possible. I would not hesitate
to reach out to him for assistance in the future.”

                                                                                                       Randy Hataway, IT Director
                                                                                                       Carbo Ceramics – Houston, Texas

MTM Technologies, Houston, Texas                                                                                                        7/2008 – 8/2009
      Senior Account Executive – $1 Million GP Quota at 120%

Technical Sales - MTM Technologies, Inc. is a leading national provider of innovative IT solutions and services to Global 2000 and
mid-size companies. Partnered nationally with industry leading technology providers such as Cisco Systems, Citrix, VMWare, EMC,
HP, and Microsoft. Solutions offered included comprehensive infrastructure and security solutions including managed network and
security services addressing secure access, authentication, remote access, worker validation, unified communications, collaboration,
consolidation, virtualization, disaster recovery, business continuity and high availability utilizing the Cisco SAFE architecture.

         Engaged problematic clients using advanced customer relations methodologies reacquiring lost accounts.
         Develop innovative sales strategies and built pipeline representing over $1 million in new business in a single quarter.
         On target for booking over $1 million in Gross Profit in 1st full year with Company.
         Successfully penetrated key Fortune level accounts including Exxon, Hearst Corporation and Chevron.
         Developed and implemented team growth program for client acquisition ensuring new business revenue generation.

Reason for leaving – Company consolidation including workforce reduction and the closing of multiple offices including Houston.

“Richard is an extremely talented and innovative executive. His ability to develop and implement strategic plans at multiple levels enables companies to
successfully execute their intended business objectives. In addition, Richard is dedicated to exceeding the goals of the client by thoroughly
understanding their global security landscape and recommending appropriate remediation recommendations.”

                                                                                                       James Thornton, Regional Sales Manager
                                                                                                       MTM Technologies - Dallas, Texas

Alliance Group Research (AGR), Houston, Texas                                                                                          1/2007 – 7/2008
         President and Chief Operating Officer / Consultant – Completed $23.6m PPM

Operations Management - Startup of Classified Non-Government Organization (NGO) specializing in Threat and Risk Management
providing advanced information technology and physical security solutions and services for high risk environments (HREs). Security
solutions included a full array of security services including monitored security solutions, data CIA, encryption, multi-level access
controls, personnel and user validation using progressive levels of authentication, lethal and other-than-lethal protection systems,
intelligence gathering with video immersion and secure communications including satellite for multi-national corporations and
governments both foreign and domestic.

         Performed financial and market analysis, developed business model and plans and engaged investment banking firms
          resulting in financial commitments in the amount of $29.6 million working capital plus $70 million in asset financing.


Richard B. Cole Resumé                           When you need more than a “Rainmaker”                                                          Page 2
    Strategically developed teams consisting of former Law Enforcement professionals and Military Special Forces Operations
         (SFO) including weapons, communications and transportation for global deployment of specialized and lethal teams for HREs.
        Performed financial, legal and technical systems oversight including Geographical Information Systems (GIS) with video
         immersion resulting in highly advanced 3-dimensional multi-plane intelligence gathering and international legal issues.
        Led the recruitment of diverse teams for use in high level and diverse business security solutions including counter-
         corporate espionage, kidnap-ransom-extortion (KRE), asset reacquisition, international investigations and competitive
         intelligence including signal intelligence, human intelligence, technical intelligence, library sciences and combinations thereof.
        Led the design and execution of Risk Management, Disaster Recovery, Contingency Planning, and Change
         Management Programs including real-time co-location capabilities.
        Successfully sold multi-year services contracts in both the public and private sectors for combined revenues in excess of $50
         million.
        Qualified for the use of lethal automatic and semi-automatic weapon systems for use in high risk environments.
        Continuing member of the FBI’s Infragard Program.

Reason for leaving – Negotiated buyout of individually held stock with internal partners

“I have known Richard for over 10 years. During that time, I have worked with him and managed him directly. He has a very sharp mind, is quick to
grasp concepts and objectives, and is very determined and persistent in his pursuit of achieving success. Richard is a man of integrity, and puts his
values into all he does. I have great respect for Richard, and great trust as well, and he has earned both repeatedly.”

                                                                                                   Ross Leo, Chairman and CEO
                                                                                                   Alliance Group Research – Houston, Texas

Enterprise Consulting Services (ECS), Houston, Texas                                                                             2/2001 – 12/2006
          Vice President of Sales / Management Consultant – $3 Million personal Quota at 140%

Technical Sales - Privately held business management and technology consulting services firm developing secure, innovative
solutions for healthcare, energy, automotive and technology sectors based on the Microsoft and Linux platforms. Solutions included
network infrastructure visibility, manageability and security, data availability, transfer and encryption, access control, user validation and
authentication.

        Led the launch of the Company with specialty applications developed for the licensing of gaming organizations.
        Led the development of innovative applications streamlining operations increasing profitability in excess of 40%.
        Successfully managed application development projects delivering on schedule and within budget.
        Developed and maintained successful sales and marketing team, developed strategic programs for professional
         development ensuring sales revenue growth year over year.
        Billed as a management consultant using technology and business strategies as primary tools for operational optimization.
        Developed sales strategies and managed technical sales team and implemented employee development programs.
        Implemented Customer Relationship Management systems for sales and performance tracking using defined KPIs.
        Identified sales training requirements and established strategic training programs based on multiple sales techniques
         and established sales milestones, goals and sales quotas.
        Identified, developed and maintained strategic partnering relationships for product and services enhancement.
        Defined and implemented Research and Development programs with world-renowned universities for biomedical
         research.
        Developed corporate sales and marketing strategies, implemented strategic branding, corporate identification and
         public relations programs.
        Performed financial and legal oversight, prepared corporate budgets, responsible for profit/loss and legal issues.
        Established corporate governance policies and procedures, corporate boards, committees and advisory panels.
        Developed intellectual property protection programs including United States Patent application process.
        Established channel programs for continued product research and development, clinical trials and distribution.
        Developed client business plans and strategies and led Direct Public Offerings including Reg. A, D, 504, 505 and SB-2.
        Restructured client organizations, led acquisitions and corporate realignment and developed buy/sell agreements.
        Negotiated vendor contracts including capital acquisitions, contract services and client agreements. .

Reason for leaving – Opportunity arose to become partner in own Company

“Richard was a fantastic colleague and provided awesome support for me while I was employed with Lockheed. I found his support to me as a team
member valuable and his contributions lasting to future positions long after I moved to other positions.”

                                                                                                   Beatriz Kelly-Serrato, Sys. Engineering Mgr.,
                                                                                                   Lockheed Martin Space – Houston, Texas

Applied Training Resources Inc. (ATR), Houston, Texas                                                                            4/1999 – 12/2000
         Senior Account Executive – $1 Million Quota at 130%

Technical Sales / Operations Management - Privately held software development firm specializing in knowledge management
solutions for healthcare and energy sectors for increased employee performance and OSHA, JCAHO and Medicare regulations.
Solutions sold, designed, developed and deployed integrated emerging technologies including voice recognition and video conferencing

Richard B. Cole Resumé                         When you need more than a “Rainmaker”                                                       Page 3
for mid-size to Fortune 500 corporations. Directly responsible for the successful launch of the Company’s legacy products into the
healthcare market.

         Directed strategic sales program and led the migration of the Company’s legacy, client server based software
          applications and developed resources to for applicability in the health care market segments.
         Instrumental in obtaining $12 million in venture capital through Private Placement.
         Sold Company developed software in private and government sectors maintaining an average contractual price of
          $275,000.
         Developed strategic partnering agreements for voice and video integration into legacy system for distance learning.
         Established and executed vendor endorsement programs including state hospital associations.
         Successfully led launch of re-engineered specialty software applications for new vertical market.
         Performed market analysis and developed project scope for product modifications.
         Successfully developed partner channels for re-engineered legacy software into the healthcare vertical market.

Reason for leaving – Change in management causing loss of management commitment to project.

“Richard’s professionalism, insight and experience are just a few words to describe this tireless leader recognized and admired by his co-workers as well
as his peers. Having him on your team is a guarantee for success.”
                                                                                                       Cecilia Jones, Inside Sales - Marketing Director
                                                                                                       Amistco – Houston, Texas
Corporate Integrated Medical Systems (CIMS), Katy, Texas                                                                              11/1995 – 4/1999
         President and Chief Executive Officer
Operations Management - Privately held medical services firm providing medical staff augmentation, facility management services
and information technology services including Electronic Medical Records, Voice Recognition, and Telemedicine. Medical staff included
ancillary services professionals including Physical Therapists, Occupational Therapists, Speech Pathologists, Respiratory Therapists,
Registered Nurses and Medical Directors. Company designed, developed and deployed technology solutions including digital imaging,
telemedicine and voice recognition for remote patient therapy and management and electronic health and medical records.
Successfully grew this start-up entity through acquisition.
         Led growth of company through new sales opportunities including contracting with national healthcare operators.
         Negotiated professional services contracts resulting in growing revenues in excess of $15 million annually.
         Led development of new patient care facilities and applications utilizing advanced technologies including electronic
          medical records, voice recognition, telemedicine and mobile applications.
         Solutions developed nominated for numerous awards including the INC/Cisco Growing with Technology Award.
Reason for leaving – Company sold; management team replaced by the new ownership’s management team.
“Richard has superb skills in business analysis, financial budgeting and business development. His business acumen and his abilities in asset allocation
are above par. Through his extensive knowledge in Information Systems and out of the box thinking he was able to grow the Company in a rapid and
organized manner maximizing profitability and return on investment. His ability to quickly analyze markets, develop strategic plans and sell his visions to
executives was instrumental in establishing CIMS in the IT arena.”
                                                                                                       W. Miller, Investor
                                                                                                       CIMS – Houston, Texas
Pacific Medical, Inc., Houston, Texas                                                                                                 2/1993 – 11/1995
         Vice President of Sales / Chief Operating Officer

Medical Sales / Operations Management – Healthcare Staff Augmentation and Management Services. Privately held staff
augmentation and professional management firm specializing in ancillary medical staff and operations management. Directly
responsible for turning around this failing company on the verge of collapse.

         Consolidated and restructured clinical operations increasing corporate profitability in excess of 35%.
         Negotiated tax liabilities created by previous management policies and procedures saving Company over $2 million.
         Led Company’s entry into the Managed Care market resulting in revenue growth in excess of 150% in a single year.
         Negotiated joint venture agreements in compliance with “Safe Harbor” resulting in a 40% increase in operating facilities.
         Deployed ERP and financial systems increasing collections in excess of 25% and decreasing the length of time for
          outstanding receivables by 36 days.

Reason for leaving – Owner returned to previous operating policies and procedures which would create the previous problems.

“Richard is the marketing "rain-maker". He blows away quotas and is a natural talent. The talent is reinforced with a strong focus on results and hard
work. A confident, ethical and patient leader.”

                                                                                                       Robert Young, Chief Financial Officer
                                                                                                       Interfield Group – Houston, Texas




Richard B. Cole Resumé                           When you need more than a “Rainmaker”                                                          Page 4
EDUCATION

University of Houston – Business Administration
Various Industry, Business and Sales Related Schools and Seminars

SALES TECHNIQUES AND TRAINING 1

            Solution Sales                                       SPIN Sales 2                             Tom Brown Sales
            Consultative Sales                                   Conceptual Sales                         Zig Ziglar Sales
            Visionary Sales                                      XEROX PSS III                            Tom Hopkins Sales
1
    Professional Reading List Available on LinkedIn
2
    SPIN = Situation – Problem – Implication - Need/Payoff

PRODUCTS AND SERVICES SOLD

            Software Solutions – Microsoft, Citrix, VMWare, AppSense, DataCore, BlueCoat, CheckPoint, CommVault, ESET, i365,
             OpenText, RSA, Marathon, WebSense, Bindview, VisionApp, TriCerat, Nokia, NetIQ, Cisco, HP, FaceTime, AlertLogic,
             NetApp, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, PRISM
            Hardware Solutions – HP/Compaq, Cisco, Citrix, EMC, Equallogic, CheckPoint, Resilience, Aruba, Juniper, F5 Networks,
             Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro
            Services – Virtualization, Data Storage, Project Management, Application Development, Managed Services, Managed
             Security, Network Engineering, Process Management and Optimization, Access, Remote Connectivity. Business Intelligence
            Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal,
             Distribution

PROFESSIONAL AFFILIATIONS

InfraGard Houston Members Alliance – Member                                     HCCO Security Conformance Standards Committee – Member
Information Systems Security Association (ISSA) - Member                        Who’s Who in Executives and Professionals – Member
HIPAA Conformance Compliance Organization – Member                              Texas Business Executives - Founder

BOARD AND COMMITTEE MEMBERSHIPS (Former)

Pacific Medical Incorporated – Board                                            Systems Evolution – Advisory
Alliance Group Research – Board                                                 ITT Technical Institute – Advisory
Enterprise Consulting Services– Board                                           Neighborhood Centers – Committee
Regenetech - Board                                                              HIPPA Conformance and Compliance – Committee

PUBLICATIONS AUTHORED (Available For Download On LinkedIn and SlideShare)

Addressing Information Technology Security                                      Meet Security Concerns That Are Caused
    in the Energy Sector                                                             by Technology Convergence
To Err Is Human; Is Technology The Answer?                                      Technology Boosts Healthcare Compliance
                                                                                    and Training Systems

BUSINESS PHILOSOPHY

Known as a charismatic leader who becomes a unifying force measuring success using three criteria -

        1.   Meeting revenue and profit goals;
        2.   Creating an environment where the entire team can succeed;
        3.   Helping the entire company realize its potential.

My business philosophies include unleashing intellectual capital through Business Process Management and Business Process
Optimization while embracing and leveraging the technologies in use in the employee’s daily life minimizing redundant business
activities, increasing manageability and optimization of operational processes thus increasing efficiency and productivity.

Further optimization of the business processes provides workers with the communication and collaboration capabilities, documentation
and critical information that is required by today’s workforce when they need it, where they need it and how they need it; all done in a
secure environment.



Richard B. Cole Resumé                                  When you need more than a “Rainmaker”                                    Page 5
SKILL SETS

SALES AND MARKETING

                                                    Outside and Inside Sales                                                                                                                                                                                                                                                                 Compensation                                                                                                                                                                                                                                                                              Strategic Partnerships
                                                     Management                                                                                                                                                                                                                                                                               Team Development                                                                                                                                                                                                                                                                          Joint Ventures
                                                    B2B, B2C                                                                                                                                                                                                                                                                                 Strategic Market Analysis                                                                                                                                                                                                                                                                 Business Strategies
                                                    Business Development                                                                                                                                                                                                                                                                     High Profile Client                                                                                                                                                                                                                                                                       Program Development
                                                    Team Recruiting                                                                                                                                                                                                                                                                               Relations                                                                                                                                                                                                                                                                                    and Execution
                                                    Team Organization                                                                                                                                                                                                                                                                        Customer and Public                                                                                                                                                                                                                                                                       Competitive Intelligence
                                                                                                                                                                                                                                                                                                                                                   Relations

FINANCE

                                                    Analysis                                                                                                                                                                                                                                                                                   Financial Oversight                                                                                                                                                                                                                                                                         Capital Expenditures
                                                    Budgeting                                                                                                                                                                                                                                                                                  Legal Oversight                                                                                                                                                                                                                                                                             Forensic Accounting
                                                    Profit and Loss                                                                                                                                                                                                                                                                            Asset Allocation and                                                                                                                                                                                                                                                                             Oversight
                                                    Forecasting                                                                                                                                                                                                                                                                                     Re-Allocation                                                                                                                                                                                                                                                                           Federal Reporting
                                                    Costing and Cost Structuring                                                                                                                                                                                                                                                               Balance Sheet Analysis                                                                                                                                                                                                                                                                      Off-Shore Recruiting
                                                    Cash Management                                                                                                                                                                                                                                                                                 And Re-Organization                                                                                                                                                                                                                                                                     H1-B Sponsorship
                                                    Negotiations                                                                                                                                                                                                                                                                               Return on Assets Optimization

ALTERNATIVE FINANCING

                                                    Venture Capital                                                                                                                                                                                                                                                                          SCOR Offerings                                                                                                                                                                                                                                                                            504 Direct Public Offerings
                                                    Investment Banking                                                                                                                                                                                                                                                                       SB-1 Offerings                                                                                                                                                                                                                                                                            505 Direct Public Offerings
                                                    Private Placements                                                                                                                                                                                                                                                                       SB-2 Offerings                                                                                                                                                                                                                                                                            Regulation D Offerings

PRODUCT

                                                    Market Analysis                                                                                                                                                                                                                                                                          Launch/Re-Launch                                                                                                                                                                                                                                                                          Warranty Expense Control
                                                    Product Analysis                                                                                                                                                                                                                                                                         Distribution Channel
                                                    Re-Development                                                                                                                                                                                                                                                                                Development

OPERATIONS AND FACILITIES

                                                    Organization                                                                                                                                                                                                                                                                             Process Optimization                                                                                                                                                                                                                                                                      Capital Acquisitions
                                                    Re-Organization                                                                                                                                                                                                                                                                          Intellectual Property                                                                                                                                                                                                                                                                     Research and Development
                                                    Corporate and Advisory                                                                                                                                                                                                                                                                   Patents                                                                                                                                                                                                                                                                                   Facility Hardening
                                                           Boards                                                                                                                                                                                                                                                                             Patent Acquisitions                                                                                                                                                                                                                                                                       Business Process
                                                    Governmental Compliance                                                                                                                                                                                                                                                                  Outsourcing                                                                                                                                                                                                                                                                                       Management
                                                    Technology Integration                                                                                                                                                                                                                                                                   Off-Shore Outsourcing                                                                                                                                                                                                                                                                     Business Process
                                                    Human Resources                                                                                                                                                                                                                                                                          Facility Design and                                                                                                                                                                                                                                                                               Optimization
                                                    Employee Benefits                                                                                                                                                                                                                                                                               Re-Design

MULTIPLE STAGES OF GROWTH

                                                    Start-Up Ventures                                                                                                                                                                                                                                                                        First Round
                                                    Growth                                                                                                                                                                                                                                                                                   Mezzanine

WEB BASED INFORMATION

Yatedo -                                                                                                                                                       http://tinyurl.com/43wbb5l                                                                                                                                                                                                                                               SlideShare Portfolio -                                                                                                                                         http://tinyurl.com/3k4qfoj
LinkedIn -                                                                                                                                                     http://tinyurl.com/3b2zq8j                                                                                                                                                                                                                                               Focus -                                                                                                                                                        http://tinyurl.com/3uslcyo
SlideShare -                                                                                                                                                   http://tinyurl.com/3golwmy                                                                                                                                                                                                                                               Vizibility -                                                                                                                                                   http://tinyurl.com/3scj4lw
SlideShare Resumé -                                                                                                                                          http://tinyurl.com/3hr7azt                                                                                                                                                                                                                                                 Visible Me -                                                                                                                                                   http://tinyurl.com/3qau8es
OCS KEY WORDS - Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis;
Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate
Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi,
FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, Check Point, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal
Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss;
Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards;
Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic,
VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal




Richard B. Cole Resumé                                                                                                                                                                                                                                       When you need more than a “Rainmaker”                                                                                                                                                                                                                                                                                                                                                                                                                                                                    Page 6
Representative Projects

Optimized Sales Modeling

       July 2010 to Present
       Outre' Consulting

Using technology to optimize the management of the sales process from identifying and qualifying prospects through
the management of the client relationship. The solution includes the use of converged technologies creating a virtual
environment for streamlining sales processes, collaboration and management in a secure environment accessible
through multiple end-user devices including wired and wireless devices including smart phones creating a substantial
competitive advantage for the sales organization.

Capital Formation

       January 2007 to June 2008
       Alliance Group Research (AGR)

Led development of operations model and wrote Corporate business plan. Engaged investment bankers in Houston,
Los Angeles and New York resulting in obtaining a financial commitment through private placements in excess of
$23.6 million.

Additional asset financing was obtained through syndication in the amount of $76 million.

Legacy Application Redesign

       1999 to 2000
       Applied Training Resources Inc

Successfully led market analysis and redesign of legacy systems for migration and launch into new market segments.

Implementation of Toyota TEAMS Beta

During the early 80's, I led in the implementation of Toyota's new business operations models. As one of the few Beta
sites in the United States, profitability doubled and allowed the site to become the first Toyota dealer in Texas to break
the $1 million mark in labor sales and making me one of the youngest managers in a major market in Toyota's history.

Pioneering Telemedicine Program

       Corporate Integrated Medical Systems

Nominated for the INC/Cisco Growing with Technology Award.

Developed business model and plan for one of JCAHO accredited ambulatory care centers for traumatic head injuries
that included the services of rehabilitation professionals and specialized physicians operating in a paperless and virtual
environment.

Services to remote patients were delivered via Telemedicine - a new medical delivery system allowing patient
diagnosis, care and follow-up in remote areas formerly un-served by these types of professionals.
This environment became one of the operational models for telemedicine in use today. Using voice recognition
software, we were able to develop advanced communication capabilities for patients with vocal impairments.

Raised over $5 million in venture funds through Private Placement.

Biomedical Project for Adult Stem Cell Expansion and Patient Use

       Enterprise Consulting Services

Operating as acting CEO for this biomedical company, I led the research for the expansion of adult stem cells using
technologies obtained from NASA through their technology transfer program.

Under my guidance and with the assistance of and research performed at MD Anderson Cancer Center, I was able to
direct counsel to file applications for over 20 patents. These patents were based on drawing patient blood, filtering out
the adult stem cells and expanding the number of the viable cells for the injection back into the patient for treatment of
diseases including diabetes, heart muscle damage and such.

Clinical trials are currently taking place at the Texas Heart Institute.

Capital Formation for Biomedical Company

       Enterprise Consulting Services

Developed business model and wrote the Company’s business plan used in the filing of a SB-2 Direct Public Offering.

Engaged legal and financial counsel, investment bankers and market makers. After reorganization, an SB-2 DPO was
filed with the SEC for a stock offering to the public in the amount of $10 million resulting in a market capitalization of
over $150 million.

Launch of new Toyota Dealership

Instrumental in facility design, equipping and staffing of the first new Toyota dealer franchise awarded in Texas in
almost 20 years.

Through exceptional management skills, first year revenues exceeding projections by over 150% and was awarded the
status of self authoring dealer. Unheard of for a new dealer, the dealership's award provided the dealer with a "blank
check" for repairs charged back to the manufacturer.
Technology boosts health care compliance, training systems - Houston Business Journal                                          Page 1 of 2



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Houston Business Journal - April 24, 2000
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Friday, April 21, 2000

Technology boosts health care compliance, training systems
Houston Business Journal - by Richard Cole

Health care providers have cut costs and have trimmed their staffs as a means to remain profitable, but at what cost to a patient's safety?
At a time when fewer workers are performing more tasks, health care providers must begin looking for tools that will allow staff members
better access to information and training.

Human performance and safety can be enhanced considerably through technology. Although technology developed for other industries
may be only part of the solution, it does offer the health care industry an immediate avenue to begin addressing the new challenges.

A recent Institute of Medicine report estimates that over 7,000 deaths each year are caused by preventable medication errors. In addition,
preventable medication errors are estimated to increase annual hospital costs by approximately $2 billion nationwide. Many of these
adverse effects are associated with pharmaceuticals.

The Food and Drug Administration receives approximately 100,000 reports per year of adverse events associated with medical devices
and over 250,000 reports associated with pharmaceuticals. The FDA estimates that over one-third of these adverse events are
preventable.

According to the report, the health care industry maintains a proficiency level of 99 percent. Although this is impressive, drastic
improvements are necessary. If performance levels of 99.9 percent were applied to the airline and banking industries (substantially better
than those in health care), it would equate to two dangerous landings per day at O'Hare International Airport or 32,000 checks deducted
from the wrong account per hour.

STREAMLINING ADMINISTRATION
One way that many large companies improve patient safety is by streamlining the administration of their corporate compliance, training
and incident-tracking programs.

This can be accomplished by integrating the system with e-mail, establishing an automatic notification process allowing companies to
fully automate and manage system-wide programs.

Fully integrated systems not only ease administrative burdens but also hold the staff accountable for knowing company policies and
procedures and completing all their assigned training through 24 hour a day Web-based access.

WIRELESS APPLICATION
Health care shares a number of characteristics with other industries, as they all rely on systems which include the interaction of humans
and technology to perform a number of functions leading to an outcome. However, health care is distinct in its complexity. For example, a
patient in an intensive care unit is the recipient of an average of 178 different activities performed per day that rely on the interaction of
monitoring, treatment and support systems.

It has been suggested that many medical errors can be attributed to the simple fact that the knowledge base to effectively and safely
deliver health care exceeds the storage capacity of the human brain. The technology is available, however, to put policy, procedures and
training into the hands of a health care operation's staff using wireless application protocols.

Systems have been developed for use with commercially available hand-held devices, allowing procedures to be downloaded for
immediate access. These systems also provide data collection, incident reporting and sign-off capabilities on a point-of-need basis.When
incidents occur, especially when life threatening, workers may not remember exactly what to do and do not have the time to run a look up
a procedure.

COMPUTER-BASED TRAINING
The Veterans Administration, considered as one of the nation's leaders in patient safety, has instituted patient safety programs in all of its
health care facilities, which serve 3.8 million patients nationwide. This year, the VA will invest over $47.6 million to increase the
requirement for patient safety training for staff from 15 to 20 hours a year. This, in part, isdue to the Institute of Medicine's
recommendation of including periodic re-examination of a health care professional's knowledge of patient safety as part of the provider's
license renewal.

Organizations can implement online testing programs that not only help ensure high levels of competency, but also provide a vehicle for
self-assessment and benchmarking.




http://houston.bizjournals.com/houston/stories/2000/04/24/focus6.html?t=printable                                                 8/6/2010
Technology boosts health care compliance, training systems - Houston Business Journal                                        Page 2 of 2



Utilizing computer-based training systems with integrated testing and remediation allows organizations a cost-effective alternative to
classroom training. Certain educational courses are best taught in a classroom setting, while others can be effectively taught utilizing
advanced training systems, which can be supplemented by online training and knowledge management programs.

Properly implemented, organizations can achieve a first-year return on investment of over 400 percent.

Errors occur throughout operations, and utilizing software that allows organizations to define the characteristics of an incident and
automatically follow the report through the system has proven to be an invaluable tool.

Fully integrated compliance and training systems can assist health care organizations in the development of corporate integrity programs
for federally mandated actions including Occupational Safety and Health Administration, FDA, Environmental Protection Agency and
Health Care Financing Administration, among others. Even the most difficult integrity programs can be centrally managed and
maintained by use of integrated products for compliance, management of change, material safety data sheets management, incident
tracking and reporting, training and testing.

When properly integrated into an organization, technologically based solutions can also result in an enhanced risk management program,
operating as a tool capable of defusing potential liability hot spots.

Richard Cole is director of health care initiatives with ATR Inc., which provides technologically based solutions for compliance, training
and incidence tracking.


All contents of this site © American City Business Journals Inc. All rights reserved.




http://houston.bizjournals.com/houston/stories/2000/04/24/focus6.html?t=printable                                                8/6/2010
Catastrophic rehab venture lands capital to begin string of clinics - Houston Business Jour... Page 1 of 1



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Houston Business Journal - August 3, 1998
/houston/stories/1998/08/03/newscolumn3.html




Friday, July 31, 1998

Catastrophic rehab venture lands capital to begin string of clinics
Houston Business Journal - by Jennifer Darwin

A local company that wants to provide outpatient rehabilitation for catastrophic injuries has secured a total of $5 million to launch its
concept.

A group of investors, including investment bank Oxford International of Bethesda, Md., has provided the backing for the new venture
called Cole Integrated Medical Holdings.

The company plans to open 10 to 20 facilities over the next five years, beginning in Houston and then throughout Texas. The first
location, which is still under negotiation, would open in April 1999.

Cole President and CEO Richard Cole says he got the idea for the business by watching the treatment of patients with spinal cord injuries
and neurological disorders. They are routinely released as quickly as possible from the hospital, but have to go to another facility because
they still require care, he says.

"I noticed there was a big gap in the continuum of care," Cole says. "They will do better by being able to go home."

These facilities will be unique because they bring together all of the disciplines available in a rehabilitation hospital and add on an
ambulatory surgery center, he says. And patients will have the added benefit of being able to go home every day.

Cole Integrated will market primarily to insurance companies, but it has yet to sign a contract. Cole predicts he can save third-party
payers between 40 percent and 60 percent on rehab costs.

Making the rounds
The Memorial/Sisters of Charity HMO has received approval from the Texas Department of Insurance to more than double its coverage
area. The HMO, which now serves the 15 counties surrounding Harris County, will expand to add 18 counties to the area, which will
stretch along the coast as far south as Kenedy County.

As of January, Memorial/Sisters of Charity had 20,524 members and ranked as Houston's ninth largest HMO.

• HMO Blue is jumping into the local Medicare HMO market. The subsidiary of Blue Cross and Blue Shield of Texas announced two weeks
ago that it will be offering Medicare HMOs in both Houston and Dallas under the product name Senior Blue. In addition to traditional
coverage, the HMO will not have restrictions on prescribed drug choices and will offer a covered amount of $1,500 per calendar year.

• Dynacq International Inc. broke ground last month on a new primary care hospital in Pasadena. The 48-bed facility, Vista Medical
Center Hospital, will cost $2 million to construct. The hospital is being built adjacent to the company's Vista Healthcare Complex, which
contains an outpatient surgery center and physician practice management group. Construction should be complete later this year. Once
the hospital is added to the complex, the company plans to duplicate the concept in other areas.

• Houston-based Agennix Inc. has been granted a patent from the U.S. Patent and Trademark Office for the production of recombinant
lactoferrin. Lactoferrin is a natural protein the firm uses in the development of anti-inflammatory products.

• The Texas Department of Insurance issued a bulletin to health insurance companies this week reminding them that they are required by
law to notify patients of their right to a binding independent review when they are denied treatment. The bulletin from Commissioner
Elton Bomer went out to insurance companies, HMOs and their utilization review agents.

TDI sent out the notice because of the small number of patients who have asked for an independent review since the process became
available last November. Since that time, only 167 cases have been submitted for review.

"We aren't sure why so few patients are seeking independent review," Bomer said in a statement. "I want to make sure the HMOs,
insurance companies and utilization review agents understand that they're responsible for telling patients about this important new
right."

Of the cases submitted for independent review, 66 were decided in favor of the patient and 70 were decided in favor of the HMO or
insurance company. Others are pending or resulted in split decisions.

Jennifer Darwin, Houston Business Journal technology and health care reporter, can be reached by e-mail at jdarwin@houbj.com.


All contents of this site © American City Business Journals Inc. All rights reserved.




http://houston.bizjournals.com/houston/stories/1998/08/03/newscolumn3.html?t=printable                                              8/7/2010
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Richard Cole Professional Portfolio

  • 2. Index Richard Cole Bio ---------------------------------------------------------------------------------- 1 Richard Cole Resumé ----------------------------------------------------------------------------- 2 Representative Projects --------------------------------------------------------------------------- 3 Technology Boosts Health Care Compliance, Training Systems --------------------------10 Catastrophic Rehab Venture Lands Capital To Begin String Of Clinics ---------------- 12 Internet-Based Business Model Revs Up Savings For Auto Dealers -------------------- 13 IT Security for Oil and Gas Companies ------------------------------------------------------ 15 Meet Security Concerns That Are Caused By Technology Convergence -------------- 18 Security Experts Lock In Round Of Start-Up Capital -------------------------------------- 20 People in business -------------------------------------------------------------------------------- 22 Richard Cole LinkedIn Profile ----------------------------------------------------------------- 24
  • 3. Richard B .Cole Professional Biography Mr. Cole is a Houston based executive “Rainmaker” with a successful history of executive level sales, sales management and operations management bringing passion and focus to revenue generation, growth and profitability. His skills are further enhanced by creativity and innovation, process management and optimization, strategic team development and management, operations, strategic planning and decision making. His leadership is enriched by high levels of knowledge and experience in go-to-market and growth strategies, product development, life cycles, services and delivery and a strong marketing and branding orientation. He is driven by passion, the challenge and the desire to add value through the identification and the capturing of new business opportunities through an in-depth understanding of target clients and markets; brand strength and by the motivation of sales operations culminating in exceptional team performance. He maintains an emphasis on information technology integration, infrastructure, platform and process optimization and enterprise security for Fortune 1000, mid- sized and SMB clients. As a creative top producer, he consistently exceed objectives, budgeted revenues and quotas while controlling costs resulting in recognition and annual membership in the President’s Club while calling on CXO’s, Information Technology and Risk Management professionals. Mr. Cole is experienced in all phases of business operations including sales and marketing, asset management, human resources, financial oversight, research and development, legal oversight, contract negotiations, capital formation and acquisitions. He has been instrumental in the turnaround of numerous organizations and has served on the Board of Directors for companies including Pacific Medical, Regenetech, and ISV. Mr. Cole is a member of the Federal Bureau of Investigation’s Infragard program, Greater Houston Chapter, the HIPAA Conformance and Compliance Organization (HCCO) and is a published author. Mr. Cole attended the University of Houston. **************** A unique differentiator exists within Mr. Cole’s background held by possibly less than 20% of our workforce and shrinking – management experience obtained during the 1970’s economic downturn; second only to the Great Depression. Mr. Cole’s management career began with the financial management of fixed operations during very similar economic conditions that took place during the Carter Administration. Mr. Cole’s career began with his being chosen to oversee the implementation of a new operational model for fixed operations mandated by Toyota Motor Sales. Upon completion of Toyota University’s; Toyota Education for the Advancement of Management in Service (TEAMS), Mr. Cole led the implementation of the new model significantly increasing profitability while establishing more competitive pricing structures. Used as the foundation of today’s fixed operations; the dealer is now producing in excess of $100 million in revenue from the same location. As a result of implementing new operational concepts and models, Mr. Cole’s out-of-the-box thinking began to solidify and he began undertaking projects including assisting corporations with the re-engineering of their business model integrating advanced technologies achieving numerous milestones, new levels in revenue, services, cost containment, operational efficiency and customer relations. Mr. Cole’s skills and experience have grown to encompass sales and marketing, startup ventures, sales force organization and development, capital formation, corporate re-organization, strategic market analysis, strategic partnerships and joint ventures, high profile client relations, product analysis, re-development and re-launch, distribution channel development, financial analysis, operational budgets, forecasting, cash management, business strategies, public relations, contract negotiations, human resources, financial oversight, legal oversight, corporate and advisory board organization, governmental compliance, technology integration, asset allocation and re-allocation, balance sheet analysis and reorganization, return on assets optimization, capital expenditures, forensic accounting oversight and federal reporting. Mr. Cole currently works with clients aligning people, processes and technologies that have become burdensome non- revenue generating tasks which have become increasingly critical in today’s business environment. The innovative solutions increase operational efficiencies including market penetration, revenue generation, communications, collaboration, staff development and customer satisfaction among others; delivered in a high security environment.
  • 4. Richard B. Cole 23806 Fairport Harbor Lane Richmond, Texas 77469-2891 (C) 832.588.5362 (D) 832-323-1573 E-mail: rcole@pdq.net Skype: colerichardb When you need more than a “Rainmaker” SYNOPSIS Houston based executive “Rainmaker” with a successful history of executive level sales, sales management and operations management bringing passion and focus to revenue generation, growth and profitability. My skills are further enhanced by creativity and innovation, process management and optimization, strategic team development and management, operations, strategic planning and decision making. My leadership is enriched by high levels of knowledge and experience in go-to-market and growth strategies, product development, life cycles, services and delivery and a strong marketing and branding orientation. I am driven by passion, the challenge and the desire to add value through the identification and the capturing of new business opportunities through an in-depth understanding of target clients and markets; brand strength and by the motivation of sales operations culminating in exceptional team performance. I maintain an emphasis on information technology integration, infrastructure, platform and process optimization and enterprise security for Fortune 1000, mid-sized and SMB clients. As a creative top producer, I consistently exceed objectives, budgeted revenues and quotas while controlling costs resulting in recognition and annual membership in the President’s Club while calling on CXO’s, Information Technology and Risk Management professionals. CORE COMPETENCIES  Technical and Medical Sales - SMBs to Fortune 100  Product / Line / Territory Launch and Development  Operational Efficiency / Revenue / Profitability  Vertical Market Development and Business Strategies  Profit & Loss / Cash Management / Budgeting  Strategic Partnering – Establishing and Management  Sales Organization Development and Management  High Profile Client Relationships  Sales / Distribution Channel Development  Start-up & Turn-Around Ventures  Strategic Analysis & Marketing Definitions / Strategies  Capital Formation – PPM, Reg. A, D, SB-1 and SB-2 SIGNATURE VALUES  Results-Driven Sales and Marketing Professional. Track record for growing corporate sales and marketing to new levels increasing market penetration, sales force development, outperforming revenue goals and enhancing overall market performance.  Product Knowledge Advocate. Builds on technology background, acquiring comprehension of new and emerging technologies, processes and methodologies for the optimization of business processes increasing revenues and profitability.  Analytical Problem Solver. Perform research and analysis to determine essential issues, immediate needs, strategic plan development and innovative solutions for achieving corporate and client objectives.  Strategic Team Builder. Analyzes current and potential customer/market requirements identifying and strategically acquiring the internal and/or external resources necessary for tactical product/ service delivery to the customer/market.  Market Forecaster. Combines long-term plans with technology trends and capabilities, government regulations and anticipated market positions to build business scenarios and models to leverage corporate capabilities and improve market performance.  Multiple sales techniques including Solution Sales, Consultative Sales, Visionary Sales, Conceptual Sales, Select Sales and SPIN Sales (Situation, Problem, Implication, Need)  Turn-around specialist re-organizing / re-structuring troubled companies re-invigorating growth, revenues and profitability. PROFESSIONAL ACHIEVEMENTS  Innovated sales and marketing solutions using business intelligence and analytics for advanced sales management solutions for early identification of opportunities and points of entry creating a competitive edge for sales organizations.  Developed strategic partnering agreements and intellectual property protection programs increasing market position while growing corporate valuations in excess of 600% within a six month period through a SB-2 offering.  Grew technology services firm through the development and implementation of advanced solutions using converged technologies resulting in advanced operational solutions with replication and rapid deployment capabilities. Solutions were nominated for various awards for sales, healthcare operations and telemedicine applications.  Grew technology services organization exceeding annual projections within the first 6 months exceeding year-end revenue projections in excess of 250% while increasing select territory revenues in excess of 435%.  Developed award winning customer relations program resulting in expense controls and 98% CSI ratings resulting in national recognition and awarded self-authorization status by a Global 50 organization.  Developed and implemented reorganization plans resulting in doubling revenues within a twelve month period.  Increased operational efficiency and gross profit margins to all time high of 73% GP and a net profit of 45% while maintaining award winning customer relations programs.  Developed and executed re-organization plans for multi-million dollar Company resulting in the ability to head off eminent bankruptcy filings culminating in the resumption of normal operations and establishing a new growth pattern.  Assisted in the design, construction, budgeting, capital acquisitions and staffing for multi-million dollar venture and new facilities immediately exceeding revenue and profitability objectives ending the year at 180% of revenue projections. Richard B. Cole Resumé When you need more than a “Rainmaker” Page 1
  • 5. PROFESSIONAL EXPERIENCE Outré Consulting, Houston, Texas 9/2009 – Present Vice President of Sales – Microsoft Solutions / Management Consultant – 150% Quota Technical Sales / Operations Management - Outre Consulting is an IT and management consulting firm specializing in Business Process Management (BPM), Business Process Optimization (BPO), Business Intelligence (BI), virtualization, desktop, communications, collaboration and security. Security solutions include access control, confidentiality, integrity and availability of data, storage, infrastructure consolidation and virtualization, managed services and engineering services addressing data center, desktop, VDI and mobile workforce requirements.  Successfully built personal sales pipeline in excess of $3.5 million in less than 6 months.  Developed and implemented strategic account management and targeting solution including process optimization operating on multiple platforms including desktop and mobile devices increasing sales activity over 50% and decreasing the sales cycle over 30%.  Implemented strategic team growth program establishing operational footprint within the energy sectors including upstream, midstream and downstream clients including penetrating Fortune level clients.  Successfully established operational footprint within the technology sector.  Established and managed working relationships with key strategic partners including Microsoft, EMC, SHI, SoftwareONE and Citrix.  Successfully achieved membership in Microsoft’s BizSpark program for companies developing innovative solutions. Reason for leaving – Company unable to support sales efforts. “Richard demonstrates a high degree of integrity while managing the customer - vendor relationship. He is responsive in his commitment to follow-up to direct inquiries or following through with stated objectives. He quickly became a trusted resource for information specific to his field of experience and beyond. Richard is genuine in his desire to assist the customer with achieving the best solution to the stated problem(s) as possible. I would not hesitate to reach out to him for assistance in the future.” Randy Hataway, IT Director Carbo Ceramics – Houston, Texas MTM Technologies, Houston, Texas 7/2008 – 8/2009 Senior Account Executive – $1 Million GP Quota at 120% Technical Sales - MTM Technologies, Inc. is a leading national provider of innovative IT solutions and services to Global 2000 and mid-size companies. Partnered nationally with industry leading technology providers such as Cisco Systems, Citrix, VMWare, EMC, HP, and Microsoft. Solutions offered included comprehensive infrastructure and security solutions including managed network and security services addressing secure access, authentication, remote access, worker validation, unified communications, collaboration, consolidation, virtualization, disaster recovery, business continuity and high availability utilizing the Cisco SAFE architecture.  Engaged problematic clients using advanced customer relations methodologies reacquiring lost accounts.  Develop innovative sales strategies and built pipeline representing over $1 million in new business in a single quarter.  On target for booking over $1 million in Gross Profit in 1st full year with Company.  Successfully penetrated key Fortune level accounts including Exxon, Hearst Corporation and Chevron.  Developed and implemented team growth program for client acquisition ensuring new business revenue generation. Reason for leaving – Company consolidation including workforce reduction and the closing of multiple offices including Houston. “Richard is an extremely talented and innovative executive. His ability to develop and implement strategic plans at multiple levels enables companies to successfully execute their intended business objectives. In addition, Richard is dedicated to exceeding the goals of the client by thoroughly understanding their global security landscape and recommending appropriate remediation recommendations.” James Thornton, Regional Sales Manager MTM Technologies - Dallas, Texas Alliance Group Research (AGR), Houston, Texas 1/2007 – 7/2008 President and Chief Operating Officer / Consultant – Completed $23.6m PPM Operations Management - Startup of Classified Non-Government Organization (NGO) specializing in Threat and Risk Management providing advanced information technology and physical security solutions and services for high risk environments (HREs). Security solutions included a full array of security services including monitored security solutions, data CIA, encryption, multi-level access controls, personnel and user validation using progressive levels of authentication, lethal and other-than-lethal protection systems, intelligence gathering with video immersion and secure communications including satellite for multi-national corporations and governments both foreign and domestic.  Performed financial and market analysis, developed business model and plans and engaged investment banking firms resulting in financial commitments in the amount of $29.6 million working capital plus $70 million in asset financing. Richard B. Cole Resumé When you need more than a “Rainmaker” Page 2
  • 6. Strategically developed teams consisting of former Law Enforcement professionals and Military Special Forces Operations (SFO) including weapons, communications and transportation for global deployment of specialized and lethal teams for HREs.  Performed financial, legal and technical systems oversight including Geographical Information Systems (GIS) with video immersion resulting in highly advanced 3-dimensional multi-plane intelligence gathering and international legal issues.  Led the recruitment of diverse teams for use in high level and diverse business security solutions including counter- corporate espionage, kidnap-ransom-extortion (KRE), asset reacquisition, international investigations and competitive intelligence including signal intelligence, human intelligence, technical intelligence, library sciences and combinations thereof.  Led the design and execution of Risk Management, Disaster Recovery, Contingency Planning, and Change Management Programs including real-time co-location capabilities.  Successfully sold multi-year services contracts in both the public and private sectors for combined revenues in excess of $50 million.  Qualified for the use of lethal automatic and semi-automatic weapon systems for use in high risk environments.  Continuing member of the FBI’s Infragard Program. Reason for leaving – Negotiated buyout of individually held stock with internal partners “I have known Richard for over 10 years. During that time, I have worked with him and managed him directly. He has a very sharp mind, is quick to grasp concepts and objectives, and is very determined and persistent in his pursuit of achieving success. Richard is a man of integrity, and puts his values into all he does. I have great respect for Richard, and great trust as well, and he has earned both repeatedly.” Ross Leo, Chairman and CEO Alliance Group Research – Houston, Texas Enterprise Consulting Services (ECS), Houston, Texas 2/2001 – 12/2006 Vice President of Sales / Management Consultant – $3 Million personal Quota at 140% Technical Sales - Privately held business management and technology consulting services firm developing secure, innovative solutions for healthcare, energy, automotive and technology sectors based on the Microsoft and Linux platforms. Solutions included network infrastructure visibility, manageability and security, data availability, transfer and encryption, access control, user validation and authentication.  Led the launch of the Company with specialty applications developed for the licensing of gaming organizations.  Led the development of innovative applications streamlining operations increasing profitability in excess of 40%.  Successfully managed application development projects delivering on schedule and within budget.  Developed and maintained successful sales and marketing team, developed strategic programs for professional development ensuring sales revenue growth year over year.  Billed as a management consultant using technology and business strategies as primary tools for operational optimization.  Developed sales strategies and managed technical sales team and implemented employee development programs.  Implemented Customer Relationship Management systems for sales and performance tracking using defined KPIs.  Identified sales training requirements and established strategic training programs based on multiple sales techniques and established sales milestones, goals and sales quotas.  Identified, developed and maintained strategic partnering relationships for product and services enhancement.  Defined and implemented Research and Development programs with world-renowned universities for biomedical research.  Developed corporate sales and marketing strategies, implemented strategic branding, corporate identification and public relations programs.  Performed financial and legal oversight, prepared corporate budgets, responsible for profit/loss and legal issues.  Established corporate governance policies and procedures, corporate boards, committees and advisory panels.  Developed intellectual property protection programs including United States Patent application process.  Established channel programs for continued product research and development, clinical trials and distribution.  Developed client business plans and strategies and led Direct Public Offerings including Reg. A, D, 504, 505 and SB-2.  Restructured client organizations, led acquisitions and corporate realignment and developed buy/sell agreements.  Negotiated vendor contracts including capital acquisitions, contract services and client agreements. . Reason for leaving – Opportunity arose to become partner in own Company “Richard was a fantastic colleague and provided awesome support for me while I was employed with Lockheed. I found his support to me as a team member valuable and his contributions lasting to future positions long after I moved to other positions.” Beatriz Kelly-Serrato, Sys. Engineering Mgr., Lockheed Martin Space – Houston, Texas Applied Training Resources Inc. (ATR), Houston, Texas 4/1999 – 12/2000 Senior Account Executive – $1 Million Quota at 130% Technical Sales / Operations Management - Privately held software development firm specializing in knowledge management solutions for healthcare and energy sectors for increased employee performance and OSHA, JCAHO and Medicare regulations. Solutions sold, designed, developed and deployed integrated emerging technologies including voice recognition and video conferencing Richard B. Cole Resumé When you need more than a “Rainmaker” Page 3
  • 7. for mid-size to Fortune 500 corporations. Directly responsible for the successful launch of the Company’s legacy products into the healthcare market.  Directed strategic sales program and led the migration of the Company’s legacy, client server based software applications and developed resources to for applicability in the health care market segments.  Instrumental in obtaining $12 million in venture capital through Private Placement.  Sold Company developed software in private and government sectors maintaining an average contractual price of $275,000.  Developed strategic partnering agreements for voice and video integration into legacy system for distance learning.  Established and executed vendor endorsement programs including state hospital associations.  Successfully led launch of re-engineered specialty software applications for new vertical market.  Performed market analysis and developed project scope for product modifications.  Successfully developed partner channels for re-engineered legacy software into the healthcare vertical market. Reason for leaving – Change in management causing loss of management commitment to project. “Richard’s professionalism, insight and experience are just a few words to describe this tireless leader recognized and admired by his co-workers as well as his peers. Having him on your team is a guarantee for success.” Cecilia Jones, Inside Sales - Marketing Director Amistco – Houston, Texas Corporate Integrated Medical Systems (CIMS), Katy, Texas 11/1995 – 4/1999 President and Chief Executive Officer Operations Management - Privately held medical services firm providing medical staff augmentation, facility management services and information technology services including Electronic Medical Records, Voice Recognition, and Telemedicine. Medical staff included ancillary services professionals including Physical Therapists, Occupational Therapists, Speech Pathologists, Respiratory Therapists, Registered Nurses and Medical Directors. Company designed, developed and deployed technology solutions including digital imaging, telemedicine and voice recognition for remote patient therapy and management and electronic health and medical records. Successfully grew this start-up entity through acquisition.  Led growth of company through new sales opportunities including contracting with national healthcare operators.  Negotiated professional services contracts resulting in growing revenues in excess of $15 million annually.  Led development of new patient care facilities and applications utilizing advanced technologies including electronic medical records, voice recognition, telemedicine and mobile applications.  Solutions developed nominated for numerous awards including the INC/Cisco Growing with Technology Award. Reason for leaving – Company sold; management team replaced by the new ownership’s management team. “Richard has superb skills in business analysis, financial budgeting and business development. His business acumen and his abilities in asset allocation are above par. Through his extensive knowledge in Information Systems and out of the box thinking he was able to grow the Company in a rapid and organized manner maximizing profitability and return on investment. His ability to quickly analyze markets, develop strategic plans and sell his visions to executives was instrumental in establishing CIMS in the IT arena.” W. Miller, Investor CIMS – Houston, Texas Pacific Medical, Inc., Houston, Texas 2/1993 – 11/1995 Vice President of Sales / Chief Operating Officer Medical Sales / Operations Management – Healthcare Staff Augmentation and Management Services. Privately held staff augmentation and professional management firm specializing in ancillary medical staff and operations management. Directly responsible for turning around this failing company on the verge of collapse.  Consolidated and restructured clinical operations increasing corporate profitability in excess of 35%.  Negotiated tax liabilities created by previous management policies and procedures saving Company over $2 million.  Led Company’s entry into the Managed Care market resulting in revenue growth in excess of 150% in a single year.  Negotiated joint venture agreements in compliance with “Safe Harbor” resulting in a 40% increase in operating facilities.  Deployed ERP and financial systems increasing collections in excess of 25% and decreasing the length of time for outstanding receivables by 36 days. Reason for leaving – Owner returned to previous operating policies and procedures which would create the previous problems. “Richard is the marketing "rain-maker". He blows away quotas and is a natural talent. The talent is reinforced with a strong focus on results and hard work. A confident, ethical and patient leader.” Robert Young, Chief Financial Officer Interfield Group – Houston, Texas Richard B. Cole Resumé When you need more than a “Rainmaker” Page 4
  • 8. EDUCATION University of Houston – Business Administration Various Industry, Business and Sales Related Schools and Seminars SALES TECHNIQUES AND TRAINING 1  Solution Sales  SPIN Sales 2  Tom Brown Sales  Consultative Sales  Conceptual Sales  Zig Ziglar Sales  Visionary Sales  XEROX PSS III  Tom Hopkins Sales 1 Professional Reading List Available on LinkedIn 2 SPIN = Situation – Problem – Implication - Need/Payoff PRODUCTS AND SERVICES SOLD  Software Solutions – Microsoft, Citrix, VMWare, AppSense, DataCore, BlueCoat, CheckPoint, CommVault, ESET, i365, OpenText, RSA, Marathon, WebSense, Bindview, VisionApp, TriCerat, Nokia, NetIQ, Cisco, HP, FaceTime, AlertLogic, NetApp, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, PRISM  Hardware Solutions – HP/Compaq, Cisco, Citrix, EMC, Equallogic, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro  Services – Virtualization, Data Storage, Project Management, Application Development, Managed Services, Managed Security, Network Engineering, Process Management and Optimization, Access, Remote Connectivity. Business Intelligence  Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal, Distribution PROFESSIONAL AFFILIATIONS InfraGard Houston Members Alliance – Member HCCO Security Conformance Standards Committee – Member Information Systems Security Association (ISSA) - Member Who’s Who in Executives and Professionals – Member HIPAA Conformance Compliance Organization – Member Texas Business Executives - Founder BOARD AND COMMITTEE MEMBERSHIPS (Former) Pacific Medical Incorporated – Board Systems Evolution – Advisory Alliance Group Research – Board ITT Technical Institute – Advisory Enterprise Consulting Services– Board Neighborhood Centers – Committee Regenetech - Board HIPPA Conformance and Compliance – Committee PUBLICATIONS AUTHORED (Available For Download On LinkedIn and SlideShare) Addressing Information Technology Security Meet Security Concerns That Are Caused in the Energy Sector by Technology Convergence To Err Is Human; Is Technology The Answer? Technology Boosts Healthcare Compliance and Training Systems BUSINESS PHILOSOPHY Known as a charismatic leader who becomes a unifying force measuring success using three criteria - 1. Meeting revenue and profit goals; 2. Creating an environment where the entire team can succeed; 3. Helping the entire company realize its potential. My business philosophies include unleashing intellectual capital through Business Process Management and Business Process Optimization while embracing and leveraging the technologies in use in the employee’s daily life minimizing redundant business activities, increasing manageability and optimization of operational processes thus increasing efficiency and productivity. Further optimization of the business processes provides workers with the communication and collaboration capabilities, documentation and critical information that is required by today’s workforce when they need it, where they need it and how they need it; all done in a secure environment. Richard B. Cole Resumé When you need more than a “Rainmaker” Page 5
  • 9. SKILL SETS SALES AND MARKETING  Outside and Inside Sales  Compensation  Strategic Partnerships Management  Team Development  Joint Ventures  B2B, B2C  Strategic Market Analysis  Business Strategies  Business Development  High Profile Client  Program Development  Team Recruiting Relations and Execution  Team Organization  Customer and Public  Competitive Intelligence Relations FINANCE  Analysis  Financial Oversight  Capital Expenditures  Budgeting  Legal Oversight  Forensic Accounting  Profit and Loss  Asset Allocation and Oversight  Forecasting Re-Allocation  Federal Reporting  Costing and Cost Structuring  Balance Sheet Analysis  Off-Shore Recruiting  Cash Management And Re-Organization  H1-B Sponsorship  Negotiations  Return on Assets Optimization ALTERNATIVE FINANCING  Venture Capital  SCOR Offerings  504 Direct Public Offerings  Investment Banking  SB-1 Offerings  505 Direct Public Offerings  Private Placements  SB-2 Offerings  Regulation D Offerings PRODUCT  Market Analysis  Launch/Re-Launch  Warranty Expense Control  Product Analysis  Distribution Channel  Re-Development Development OPERATIONS AND FACILITIES  Organization  Process Optimization  Capital Acquisitions  Re-Organization  Intellectual Property  Research and Development  Corporate and Advisory  Patents  Facility Hardening Boards  Patent Acquisitions  Business Process  Governmental Compliance  Outsourcing Management  Technology Integration  Off-Shore Outsourcing  Business Process  Human Resources  Facility Design and Optimization  Employee Benefits Re-Design MULTIPLE STAGES OF GROWTH  Start-Up Ventures  First Round  Growth  Mezzanine WEB BASED INFORMATION Yatedo - http://tinyurl.com/43wbb5l SlideShare Portfolio - http://tinyurl.com/3k4qfoj LinkedIn - http://tinyurl.com/3b2zq8j Focus - http://tinyurl.com/3uslcyo SlideShare - http://tinyurl.com/3golwmy Vizibility - http://tinyurl.com/3scj4lw SlideShare Resumé - http://tinyurl.com/3hr7azt Visible Me - http://tinyurl.com/3qau8es OCS KEY WORDS - Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, Check Point, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Sales; Sales Executive; Account Executive; IT Sales; Technology Sales; IT Services Sales; Professional Services Sales; Medical Services Sales; Software Sales; Hardware Sales; Sales and Marketing - Outside and Inside Sales Management; Operations Management; Operations; Chief Executive Officer; CEO; Chief Operating Officer; COO; Business to Business Sales; B2B Sales, Business to Consumer Sales; B2C Sales; Business Development; Business Development Manager; Team Recruiting; Team Organization; Compensation Development; Team Development; Strategic Market Analysis; High Profile Client Relations; Customer Relations; Public Relations; Strategic Partnerships; Joint Ventures; Business Strategies; Program Development and Execution; Finance - Analysis; Budgeting; Profit/Loss; Forecasting; Costing and Cost Structuring; Cash Management; Negotiations; Financial Oversight; Legal Oversight; Asset Allocation and Re-Allocation; Balance Sheet Analysis and Re-Organization; Return on Assets Optimization; Capital Expenditures; Forensic Accounting Oversight; Federal Reporting; Off-Shore Recruiting; H1-B Sponsorship; Alternative Financing - Venture Capital; Investment Banking; Private Placements; Direct Public Offerings; SCOR Offerings; SB-1 Offerings; SB-2 Offerings; Product - Market Analysis; Product Analysis; Product Re-Development; Product Development; Product Launch; Product Re-Launch; Product Distribution Channel Development; Warranty Expense; Expense Control; Operations and Facilities - Organization; Re-Organization; Corporate Boards; Advisory Boards; Governmental Compliance; Technology Integration; Human Resources; Benefits; Process Optimization; Intellectual Property; Patents; Patent Acquisitions; Outsourcing; Off-Shore Outsourcing; Facility Design; Facility Re-Design; Capital Acquisitions; Research and Development; Facility Hardening; Multiple Stages of Growth - Start-Up Ventures; Growth; First Round Financing; Mezzanine Financing; Industries - Technology; Software Development; Healthcare Services; Automotive; Distribution; Professional Services; Government; Education; Manufacturing; Professional Security Services; Products/Services/verticals sold - Software Solutions – Microsoft Enterprise applications (i.e., Windows 2003, Exchange, SMS, MOM, SharePoint), NetIQ, Cisco Works, HP Openview, IBM Tiviloi, FaceTime, AlertLogic, VMWare, Bindview, BlueCoat, BlueLane, BigFix, RSA, Application Security, LogLogic, WebSense, Symantec, McAfee, Surf Control, PRISM, MENDS II; Hardware Solutions – HP/Compaq, Cisco, CheckPoint, Resilience, Aruba, Juniper, F5 Networks, Imprivata, 3Com, TippingPoint, McAfee, ProofPoint, StillSecure, Trend Micro; Services – Project Management, Application Development, Managed Network, Managed Security, Engineering, Process Optimization; Vertical Markets – Healthcare, Hospitality, Oil and Gas Upstream, Oil and Gas Downstream, Manufacturing, Financial, Legal Richard B. Cole Resumé When you need more than a “Rainmaker” Page 6
  • 10. Representative Projects Optimized Sales Modeling  July 2010 to Present  Outre' Consulting Using technology to optimize the management of the sales process from identifying and qualifying prospects through the management of the client relationship. The solution includes the use of converged technologies creating a virtual environment for streamlining sales processes, collaboration and management in a secure environment accessible through multiple end-user devices including wired and wireless devices including smart phones creating a substantial competitive advantage for the sales organization. Capital Formation  January 2007 to June 2008  Alliance Group Research (AGR) Led development of operations model and wrote Corporate business plan. Engaged investment bankers in Houston, Los Angeles and New York resulting in obtaining a financial commitment through private placements in excess of $23.6 million. Additional asset financing was obtained through syndication in the amount of $76 million. Legacy Application Redesign  1999 to 2000  Applied Training Resources Inc Successfully led market analysis and redesign of legacy systems for migration and launch into new market segments. Implementation of Toyota TEAMS Beta During the early 80's, I led in the implementation of Toyota's new business operations models. As one of the few Beta sites in the United States, profitability doubled and allowed the site to become the first Toyota dealer in Texas to break the $1 million mark in labor sales and making me one of the youngest managers in a major market in Toyota's history. Pioneering Telemedicine Program  Corporate Integrated Medical Systems Nominated for the INC/Cisco Growing with Technology Award. Developed business model and plan for one of JCAHO accredited ambulatory care centers for traumatic head injuries that included the services of rehabilitation professionals and specialized physicians operating in a paperless and virtual environment. Services to remote patients were delivered via Telemedicine - a new medical delivery system allowing patient diagnosis, care and follow-up in remote areas formerly un-served by these types of professionals.
  • 11. This environment became one of the operational models for telemedicine in use today. Using voice recognition software, we were able to develop advanced communication capabilities for patients with vocal impairments. Raised over $5 million in venture funds through Private Placement. Biomedical Project for Adult Stem Cell Expansion and Patient Use  Enterprise Consulting Services Operating as acting CEO for this biomedical company, I led the research for the expansion of adult stem cells using technologies obtained from NASA through their technology transfer program. Under my guidance and with the assistance of and research performed at MD Anderson Cancer Center, I was able to direct counsel to file applications for over 20 patents. These patents were based on drawing patient blood, filtering out the adult stem cells and expanding the number of the viable cells for the injection back into the patient for treatment of diseases including diabetes, heart muscle damage and such. Clinical trials are currently taking place at the Texas Heart Institute. Capital Formation for Biomedical Company  Enterprise Consulting Services Developed business model and wrote the Company’s business plan used in the filing of a SB-2 Direct Public Offering. Engaged legal and financial counsel, investment bankers and market makers. After reorganization, an SB-2 DPO was filed with the SEC for a stock offering to the public in the amount of $10 million resulting in a market capitalization of over $150 million. Launch of new Toyota Dealership Instrumental in facility design, equipping and staffing of the first new Toyota dealer franchise awarded in Texas in almost 20 years. Through exceptional management skills, first year revenues exceeding projections by over 150% and was awarded the status of self authoring dealer. Unheard of for a new dealer, the dealership's award provided the dealer with a "blank check" for repairs charged back to the manufacturer.
  • 12. Technology boosts health care compliance, training systems - Houston Business Journal Page 1 of 2 Sign In / Register Houston Business Journal - April 24, 2000 /houston/stories/2000/04/24/focus6.html Friday, April 21, 2000 Technology boosts health care compliance, training systems Houston Business Journal - by Richard Cole Health care providers have cut costs and have trimmed their staffs as a means to remain profitable, but at what cost to a patient's safety? At a time when fewer workers are performing more tasks, health care providers must begin looking for tools that will allow staff members better access to information and training. Human performance and safety can be enhanced considerably through technology. Although technology developed for other industries may be only part of the solution, it does offer the health care industry an immediate avenue to begin addressing the new challenges. A recent Institute of Medicine report estimates that over 7,000 deaths each year are caused by preventable medication errors. In addition, preventable medication errors are estimated to increase annual hospital costs by approximately $2 billion nationwide. Many of these adverse effects are associated with pharmaceuticals. The Food and Drug Administration receives approximately 100,000 reports per year of adverse events associated with medical devices and over 250,000 reports associated with pharmaceuticals. The FDA estimates that over one-third of these adverse events are preventable. According to the report, the health care industry maintains a proficiency level of 99 percent. Although this is impressive, drastic improvements are necessary. If performance levels of 99.9 percent were applied to the airline and banking industries (substantially better than those in health care), it would equate to two dangerous landings per day at O'Hare International Airport or 32,000 checks deducted from the wrong account per hour. STREAMLINING ADMINISTRATION One way that many large companies improve patient safety is by streamlining the administration of their corporate compliance, training and incident-tracking programs. This can be accomplished by integrating the system with e-mail, establishing an automatic notification process allowing companies to fully automate and manage system-wide programs. Fully integrated systems not only ease administrative burdens but also hold the staff accountable for knowing company policies and procedures and completing all their assigned training through 24 hour a day Web-based access. WIRELESS APPLICATION Health care shares a number of characteristics with other industries, as they all rely on systems which include the interaction of humans and technology to perform a number of functions leading to an outcome. However, health care is distinct in its complexity. For example, a patient in an intensive care unit is the recipient of an average of 178 different activities performed per day that rely on the interaction of monitoring, treatment and support systems. It has been suggested that many medical errors can be attributed to the simple fact that the knowledge base to effectively and safely deliver health care exceeds the storage capacity of the human brain. The technology is available, however, to put policy, procedures and training into the hands of a health care operation's staff using wireless application protocols. Systems have been developed for use with commercially available hand-held devices, allowing procedures to be downloaded for immediate access. These systems also provide data collection, incident reporting and sign-off capabilities on a point-of-need basis.When incidents occur, especially when life threatening, workers may not remember exactly what to do and do not have the time to run a look up a procedure. COMPUTER-BASED TRAINING The Veterans Administration, considered as one of the nation's leaders in patient safety, has instituted patient safety programs in all of its health care facilities, which serve 3.8 million patients nationwide. This year, the VA will invest over $47.6 million to increase the requirement for patient safety training for staff from 15 to 20 hours a year. This, in part, isdue to the Institute of Medicine's recommendation of including periodic re-examination of a health care professional's knowledge of patient safety as part of the provider's license renewal. Organizations can implement online testing programs that not only help ensure high levels of competency, but also provide a vehicle for self-assessment and benchmarking. http://houston.bizjournals.com/houston/stories/2000/04/24/focus6.html?t=printable 8/6/2010
  • 13. Technology boosts health care compliance, training systems - Houston Business Journal Page 2 of 2 Utilizing computer-based training systems with integrated testing and remediation allows organizations a cost-effective alternative to classroom training. Certain educational courses are best taught in a classroom setting, while others can be effectively taught utilizing advanced training systems, which can be supplemented by online training and knowledge management programs. Properly implemented, organizations can achieve a first-year return on investment of over 400 percent. Errors occur throughout operations, and utilizing software that allows organizations to define the characteristics of an incident and automatically follow the report through the system has proven to be an invaluable tool. Fully integrated compliance and training systems can assist health care organizations in the development of corporate integrity programs for federally mandated actions including Occupational Safety and Health Administration, FDA, Environmental Protection Agency and Health Care Financing Administration, among others. Even the most difficult integrity programs can be centrally managed and maintained by use of integrated products for compliance, management of change, material safety data sheets management, incident tracking and reporting, training and testing. When properly integrated into an organization, technologically based solutions can also result in an enhanced risk management program, operating as a tool capable of defusing potential liability hot spots. Richard Cole is director of health care initiatives with ATR Inc., which provides technologically based solutions for compliance, training and incidence tracking. All contents of this site © American City Business Journals Inc. All rights reserved. http://houston.bizjournals.com/houston/stories/2000/04/24/focus6.html?t=printable 8/6/2010
  • 14. Catastrophic rehab venture lands capital to begin string of clinics - Houston Business Jour... Page 1 of 1 Sign In / Register Houston Business Journal - August 3, 1998 /houston/stories/1998/08/03/newscolumn3.html Friday, July 31, 1998 Catastrophic rehab venture lands capital to begin string of clinics Houston Business Journal - by Jennifer Darwin A local company that wants to provide outpatient rehabilitation for catastrophic injuries has secured a total of $5 million to launch its concept. A group of investors, including investment bank Oxford International of Bethesda, Md., has provided the backing for the new venture called Cole Integrated Medical Holdings. The company plans to open 10 to 20 facilities over the next five years, beginning in Houston and then throughout Texas. The first location, which is still under negotiation, would open in April 1999. Cole President and CEO Richard Cole says he got the idea for the business by watching the treatment of patients with spinal cord injuries and neurological disorders. They are routinely released as quickly as possible from the hospital, but have to go to another facility because they still require care, he says. "I noticed there was a big gap in the continuum of care," Cole says. "They will do better by being able to go home." These facilities will be unique because they bring together all of the disciplines available in a rehabilitation hospital and add on an ambulatory surgery center, he says. And patients will have the added benefit of being able to go home every day. Cole Integrated will market primarily to insurance companies, but it has yet to sign a contract. Cole predicts he can save third-party payers between 40 percent and 60 percent on rehab costs. Making the rounds The Memorial/Sisters of Charity HMO has received approval from the Texas Department of Insurance to more than double its coverage area. The HMO, which now serves the 15 counties surrounding Harris County, will expand to add 18 counties to the area, which will stretch along the coast as far south as Kenedy County. As of January, Memorial/Sisters of Charity had 20,524 members and ranked as Houston's ninth largest HMO. • HMO Blue is jumping into the local Medicare HMO market. The subsidiary of Blue Cross and Blue Shield of Texas announced two weeks ago that it will be offering Medicare HMOs in both Houston and Dallas under the product name Senior Blue. In addition to traditional coverage, the HMO will not have restrictions on prescribed drug choices and will offer a covered amount of $1,500 per calendar year. • Dynacq International Inc. broke ground last month on a new primary care hospital in Pasadena. The 48-bed facility, Vista Medical Center Hospital, will cost $2 million to construct. The hospital is being built adjacent to the company's Vista Healthcare Complex, which contains an outpatient surgery center and physician practice management group. Construction should be complete later this year. Once the hospital is added to the complex, the company plans to duplicate the concept in other areas. • Houston-based Agennix Inc. has been granted a patent from the U.S. Patent and Trademark Office for the production of recombinant lactoferrin. Lactoferrin is a natural protein the firm uses in the development of anti-inflammatory products. • The Texas Department of Insurance issued a bulletin to health insurance companies this week reminding them that they are required by law to notify patients of their right to a binding independent review when they are denied treatment. The bulletin from Commissioner Elton Bomer went out to insurance companies, HMOs and their utilization review agents. TDI sent out the notice because of the small number of patients who have asked for an independent review since the process became available last November. Since that time, only 167 cases have been submitted for review. "We aren't sure why so few patients are seeking independent review," Bomer said in a statement. "I want to make sure the HMOs, insurance companies and utilization review agents understand that they're responsible for telling patients about this important new right." Of the cases submitted for independent review, 66 were decided in favor of the patient and 70 were decided in favor of the HMO or insurance company. Others are pending or resulted in split decisions. Jennifer Darwin, Houston Business Journal technology and health care reporter, can be reached by e-mail at jdarwin@houbj.com. All contents of this site © American City Business Journals Inc. All rights reserved. http://houston.bizjournals.com/houston/stories/1998/08/03/newscolumn3.html?t=printable 8/7/2010