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 Expert  728763

Expert in Report Writing, Microsoft Office + Access, Crystal Reports, CRM Customizations, Technical Education,

Available for your Consulting and Expert Witness Needs

New York (NY)
Education Work History Career Accomplishments Consulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

As a technical support analyst Expert provided documentation of all assistance provided to clients while working in a team environment. She also assisted in the creation of manuals for applications provided to clients.

Expert has ten years of experience in the education field. As a technical trainer, she created curriculum and video tutorials for students. Expert is pursuing a Master's degree in Adult Education and Training to better meet the needs of her students. Courses she has taught range from customized applications, Microsoft Word®, Crystal Reports, and database management.

Expert has experience training, customizing, and converting data for CRMs such as GoldMine®, ACT!®, and Salesforce.

As a technical support analyst, Expert provides excellent customer service to clients and in documenting the issues, steps to remedy, and solution.

Expert has ten years' experience using Microsoft® products as desktop applications and integration of these products. She is also an expert at report writing using several difference sources, such as Crystal Reports, Access, and Excel. To create educational tutorials, she used Adobe Captivte®. She has worked in the Windows environment for 12 years. Data mining, management, and conversion are other areas in which she is skilled.


documentation process


self-directed work team


technical communication


technical document


technical documentation process


technical editing


work team


adult education


computer application training


computer-assisted instruction




customer management system




educational assessment


technical education


technical skill training


technical training




customer relationship management


document management software


efficient consumer response


Access software




Microsoft Excel


Microsoft Office software


Microsoft Word


report writing


spreadsheet software


technical illustration software


technical video production


technical video writing


Windows environment


word processing


word processing software

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Buffalo, New York;  Rochester, New York;  Niagara Falls, New York;  and Erie, Pennsylvania.

Year   Degree   Subject   Institution  
2000   BS   Business Information Systems   Bellevue University  

Work History:
Years   Employer   Department   Title   Responsibilities

2005 to 2010






Technical Support Analyst


She provided internal technical support to a financial firm and clients in regards to CRM and database management, report writing, and training. She created internal .net applications to systematize business processes.

2003 to 2005





Compliance Coordinator


She implemented an automated system of completing tax returns for mulitple states in Excel. She was also the company report writer.

2000 to 2003


Mutual Protective Insurance Company



DBA/Company Trainer


She managed three SQL servers and integration processes with IBM mainframe. She was the webmaster of the company Intranet and assisted in the creation of a company wide application to manage all products. She was also the company report writer and software integration specialist.

1999 to 2000


New Horizons Learning Center



Technical Trainer


She provided classroom education in Microsoft® applications and MCSE courses to prepare students for certification.

Career Accomplishments:


Government Experience:
Years   Agency   Role   Description
1997 to 1999   Health and Human Services   Service Coordinator   She was a social worker for adults with developmental disabilities

Consulting Services:
Selected Consulting Examples:
  • Expert created a CRM for a medical consulting firm to manage contacts and case notes. This application included reporting.
  • Expert created an Access database for a medical consulting firm that stored information regarding class action law suits. This application provided queries as to create lists using specific criteria and produced in a report format.
  • Expert created an order processing application for a retailer. The application stored customer information, and created work orders and billing statements.
  • Expert has provided technical training on a consultant basis for national training centers.
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:
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.

Additional Skills and Services:

Expert has created curriculum and presented business classes and client training in a classroom or remote setting. Most training has been of a technical nature.

Other Skills and Services

Expert is excellent in analyzing business systems and processes to identify an organization's needs. She will create automated systems that meet their needs.


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