William Trew Merrick

Technology advisory and procurement firm, Madison, WI area

Promoted February 2024 from Enterprise Account Manager (November 2022 to February 2024).

• Built the implementation platform in Airtable, Microsoft Power Automate and Azure OpenAI covering ERP, project management, inventory, CRM, ticketing and email.
• Run 180+ simultaneous implementations (industry norm about 60 to 100 with a small team) for client programs spanning over 1,000 locations nationwide.
• Built a customer portal and an internal client-facing product.
• Track supplier performance, identify gaps and build process improvements; built reporting functions executed by the company's data analyst.
• Promoted to implement and manage a newly created Project Management Center of Excellence.

TM Initiatives (consultancy), Madison, WI area

• Deliver fixed-scope Airtable operations systems that replace CRM, project management and spreadsheet ops for small businesses.
• Designed and implemented a full ERP replacement for a Chicago industrial bakery.
• Help clients with everything from startup business strategy to Microsoft and other tool implementation to full custom ERP development and implementation.
• Provide ongoing Microsoft 365, security and operations support for a client firm.

Imbed Biosciences, Inc., Middleton, WI

• Owned the veterinary channel end to end: direct sales, distributor partnerships, webinars and customer-facing programs.
• Grew veterinary revenue from less than $5,000 to over $90,000, despite COVID disruption.

JangoBio, LLC, Fitchburg, WI

• Developed and managed the JangoCell.com e-commerce site for standardized cell culture products.
• Project managed sourcing and vendor relationships for a $2M cell culture laboratory buildout (ThermoFisher, MilliporeSigma).

Sentier HC, LLC, Brookfield, WI

• Built the website and CRM, set up ShipStation and Zendesk, and integrated them with device serial tracking into one system.
• Built the warehouse operation for devices imported from China, with serial tracking, ISO 9001 batch QA and lot management.
• Ran 12+ beta sites, including clinical testing of ZUMAYA needle ECG probes; gathered requirements for a telehealth web app.
• Managed Vetcorder software and hardware development from concept to deployment and lifecycle; launched version one as a consultant.

Promote Local, LLC, Madison, WI

• Scaled a SaaS prototype to 12+ beta businesses and 50+ users in 60 days; wrote the software definition documents and managed the product lifecycle.
• Founded the agency and bootstrapped it to over $100k annual revenue in the first year, with 12+ clients.

SOLOMO Technology, Inc., Madison, WI

• Business analyst on 12+ custom mobile app projects; defined requirements with internal and external stakeholders and wrote technical documents.
• Built a custom SQL database application that scraped Craigslist to find arbitrage opportunities for a used-car dealer client.
• Promoted twice; learned and participated in Agile software development.