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 Expert  711298

Expert in Retail Computer Systems, Supply Chain Software, Forecasting and Ordering Software, Promotions

Available for your Consulting and Expert Witness Needs

California (CA)
Education Work HistoryPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

INVENTORY CONTROL SYSTEM; INVENTORY MANAGEMENT. Expert has served the retail industry as a consultant, lecturer, author, marketer, and systems specialist since 1977. Throughout this period, Expert has been involved with the development and marketing of leading-edge solutions. She has continually pursued next generation concepts and technologies. Expert's industry experience includes Grocery, Drug, Discount, Hard Lines and Soft Lines. Particular areas of expertise include Supply Chain and Inventory Management including Forecasting, Order Determination, and Load Building, Store and DC Replenishment, Assortment Planning and Size Spread Analysis, Promotion and Price Management, Space Utilization, Category Management, and Data Mining Applications. As a widely respected consultant, Expert has worked with many leading retailers in the US, Canada, Asia, and Europe. Her efforts have included Cost/Benefit Studies, Packaged Software Selection, Overall System Requirements Definition and Design, System Audits, Design Review, System Implementation, Training Programs, and Management Decision Facilitation. Expert has worked with leading software companies in product direction, design, and development. Projects have included Market Identification, Product Strategy and Development, Partner Stategy and Development, Product Design and Improvement, Customer Identification, Marketing Collateral Development, and Customer and Partner Presentations.

computer-assisted ordering


inventory control


inventory control system


inventory management


business system design


efficient consumer response




forecasting software


in-store system development


retail automation


retail forecasting


retail information system


supply chain management

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: San Jose, California;  San Francisco, California;  Sacramento, California;  Oakland, California;  Stockton, California;  Fremont, California;  Modesto, California;  Salinas, California;  Santa Rosa, California;  and Hayward, California.

Year   Degree   Subject   Institution   Honors
1972   BA   Philosophy   University of Alaska   Cum Laude

Work History:
Years   Employer   Title  

1980 to






Selected Publications and Publishers  
 - Quorum Books  
 - National Grocer  
 - Progressive Grocer  
 - Bit by Bit  

Consulting Services:
Selected Consulting Examples:
  • (2010) Hired by Major Retailer as expert witness in counter suit with software provider. Two documents, two depositions and arbitration testimony.
  • (2010) Hired by one of the country's biggest retailer to help define the RFP for their complete replacement of their merchandise management system. In the process also defined the business processes that needed re-engineering and directions they could take.
  • (2010) Hired by one of Canada's major food retailers to define the business processes that needed to be re-engineered and how systems could be replaced to carry them into the future.
  • (2008 - 2010) Worked for Stanford University math department in developing new uses for geometric clustering routines.
  • Over the years he has worked with several European software companies to bring them into the states and define their product to work in the US. He taught seminars for software companies and consultancies in the US trying to understand the retail market as well as defining their market segment and product enhancements top make their products functional in the market. -- more experience available on request.
Recent Client Requests:
  • Expert in integrating technology into POS systems.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Hired by a retailer who was counter-suing a software company. Discovered the holes in the software company's claims, wrote initial documents, rebuttal document to software company's "expert", was deposed twice, consulted on further testimony, and testified successfully at the arbitration hearing. She was able to identify the inconsistencies of the software company's claims.
Recent Litigation Client Requests:
  • Expert witnesses universal product code for consulting on UPC.
  • Point of sale expert for consulting on point of sale (POS)/PMM implementation.
  • Cash register expert for consulting on Point of Sale Cash Registers.
  • Point of sale cash registers expert for consulting on alleged failure of cash register resulting in destruction of receipts.
  • Expert for consulting on Technical for patent infringement case.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
1998 to 2003   Switzerland/Germany   For a software store forecast/ordering company: Defined product changes, defined forecasting for warehouse, defined interface with shelf space systems, wrote marketing collateral and speeches for pricipals, brought SAF into trade shows and arranged partnerships as well as introducing them to first US clients.
1994 to 1996   Switzerland   For a store system company: Defined and designed a range of software in-store inventory management and customer management systems.
1995 to 1995   Switzerland   Major consulting firm: Taught seminar on applying techniques of in-store forecasting and ordering in retail.

Market Research:
Extensive work in forecasting and ordering -- led the industry in understanding the importance of store level forecasting and automated ordering; worked extensively in RFID; designed one of the first promotion evaluation systems for grocers; worked extensive;y in the area of store-level marketing and promotions, inventory control and evaluation. many if my concepts have been into practice in the retail industry.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

She has created and conducted seminars on CAO (store level ordering and forecasting), data mining for retail, Computerized Buying, and Introduction to Retail. She has taught these seminars at conferences; special sessions for retailers and manufacturers; on site at retailers, manufacturers, software companies, and consulting companies throughout the US, Canada, South America nd Europe.

Supplier and Vendor Location and Selection

She has helped many retailers define their business requirements, write thier RFPs, and identify the companies potentially able to fulfill their needs, review the RFPS and participate in final software selection.

Other Skills and Services

For many years, Expert has spoken at industry seminars and conferences throughout the US and Europe. She was a featured writer in several trade journals including Progressive Grocer, Retail Systems Alert, and Frozen Food Age. She created and presented a series of seminars for retailers, wholesalers, and manufacturers including: computerized buying, Forward and Diversion Buying, Data Mining in Retail, and Computer Assisted Ordering (CAO,store-level re-ordering and perpetual inventory).


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