Bill Bloom

Taking a Vision and Mission

Building an IT Team

Adding External Resources

Cohesively Working with the Executive Team

And the Customers

To Achieve the Vision and Mission

Senior management professional with over 35 years providing vision and leadership for developing and executing information technology initiatives that align with the mission of the organization.

Respected leader focused on customer service while increasing revenue growth opportunities and reducing expense overhead.

Accomplishments

Led the implementation of a Microsoft Office 365 cloud email system resulting in increased employee collaboration and scalable accommodations for an increasingly mobile workforce.

Spearheaded innovative marketing, social media, and publication Software-as-a-Service initiatives ensuing revenue increases up to 120% and enhancing customer service by a factor of 3x with financial accountability.

Engineered a workflow management system with a 25% department savings of two and a half FTEs while reducing by 80% processing time of product to customer for delivery.

Charted the modernization of technology from a custom built CRM to a major vendor COTS CRM providing enterprise-level customer service features with accurate reporting, while reducing overhead and increasing reliability of data resulting in 46% customer growth.

Developed, planned, designed, and launched the technology for the start-up of Patrick Henry College, a four-year college, reducing overhead by balancing technology resources between two significantly different businesses (HSLDA, PHC) plus subsidiaries (Homeschool Foundation, Generation Joshua, etc.).

Re-negotiated Internet service contracts that reduced costs by more than 40% while increasing service.

Attained new customers through leading sales teams at conventions/conferences exceeding goals by up to 20%.

Work / Life Balance

Knows when to work......
Energetic
Loyal
Focused
Sees the Big Picture
Attends to the Task at Hand

...... and knows when to enjoy life
Family Time
Church & Friends
Fun Activities & Relax

Unique Leadership Combination

• Passionate Servant Leader
• Big Picture Insight While Achieving The Present Opportunities
• Tech to Non-Tech Communications
• Customer Service Focused with Vision and Mission
• Balancing Revenue Opportunities with Expense Overhead Challenges
• Detail Oriented

EDUCATION

Job History

Volunteer

• Volunteer in Charlotte, NC Operation Christmas Child Distribution Facility
• Volunteer for Overseas Mission Trips to Build Churches
• Trustee for Walkersville Christian Family School
• The Gideons International - Loudoun West Camp

My Budget Road

Early Years

• Paper Route
• Cash
• Profit & Loss
• No Formal Budget
• Save for a Car

God's First Direction

• Men's Retreat
• Larry Burkett Budgeting
• Cash – Budget Ledger Book
• Envelope System

Manual to Computer

• Budget Categories Growing
• Manual Budget Ledger Book Too Slow
• Wrote Own Computer Budget Program
• Kept Using Envelope System

Technology Moves On

• Technology Changes
• Compatibility Issues Starting
• Family Growing - Limited Time To Re-write Computer Budget Program
• Must Find Off The Shelf Budget Tool

Off The Shelf

• Researched Several Budget Tools
• Mvelopes, Mint, Quickbooks, YNAB
• All Had Pros and Cons

YNAB Chosen

Last Year

• Introduced to Financial Peace University (Highschool Version)
• Wish I Knew This In My Twenties
• Now What?

Now What?

• Set Goal For Debt Free
• Present - No Debt Except Mortgage
• Target To Complete More Baby Steps
• Future - Be Totally Debt Free
• Help Others To Get Debt Free - How?

Help Others How?

• Lead A Team
• With A Team, Make EveryDollar The Best Life Changing Budget Tool on the Market

High Level Plan Outline

• Review / Refine Vision and Mission
• Build an IT Team
• Add External Resources
• Cohesively Work with the Executive Team
• Listen Attentively to the Customers
• Achieve the Vision and Mission

Vision and Mission

Building an IT Team

Adding External Resources

Cohesively Working with the Executive Team

Listen Attentively to the Customers

Achieve the Vision and Mission

A final note about me

May I serve you?