SUMMIT ADVISORY TEAM - Key Persons
Alex is a Principal at Summit Advisory Team with over 10 years of enterprise technology experience in product management, corporate strategy, business analysis, data analytics, project management, and quality assurance. Alex has domain expertise in corporate retail, supply chain, store operations, inventory control, and enterprise resource planning.
Prior to joining Summit, Alex held technology positions in Product Management, Strategy Analysis, and Business Analysis for Kohl's Department Stores. Alex's hobbies include Disc Golfing, Hiking, Live Music, and Cooking (or eating someone else's cooking).
Job Titles:
- Industrial Engineer
- Expert
- Program Lead
Andy is a highly experienced Industrial Engineer with over 38 years of industry experience. Over the last 15 years, Andy completed over 100 consulting engagements for a wide range of clients from medium-sized to Fortune 500 companies.
As an employee at UPS and TransImpact, Andy held positions as Engineering Services Manager, Industrial Engineering Consultant, Industrial Engineer, Operations Supervisor, and Senior Account Executive. The variety of job assignments provided opportunities to obtain varied skills which directly contribute to his success as a consultant.
Andy is an expert in process improvement, methods and metrics development, time and motion studies, and facility layout. He also has solid skills with AutoCAD LT and an extensive background and knowledge base in small parcel.
About With over a decade immersed in the eCommerce landscape, Austin Brown is a seasoned leader with a track record of orchestrating high-complexity projects. With extensive industry certifications, he adeptly navigates program and product management, consistently delivering projects and solutions across diverse eCommerce, retail, omnichannel, and supply chain systems. Austin's commitment to client success is unwavering, evident in his knack for cultivating relationships, effective communication, and adept problem-solving. Notably, he has played a pivotal role in establishing delivery standards and processes, while his expertise spans Salesforce platforms like Commerce Cloud, Marketing Cloud, Service Cloud, Lightning, and OMS, addressing both B2B and B2C needs. Austin Brown personifies a decade-long dedication to shaping seamless eCommerce experiences and driving multifaceted solutions.
About Brad has 7+ years of experience in the Salesforce ecosystem as an Administrator and Consultant. He has extensive experience on the core Sales and Service Clouds as well as industry specific clouds like Education Cloud and Non-Profit Cloud. Brad worked on the project to implement Salesforce at Central New Mexico Community College, the largest secondary education institute in New Mexico. He experience integrating Salesforce with numerous 3rd party tools such as Zuora, Twilio, Conga, Formstack, Conga, LiveChat, and many more.
Job Titles:
- Program Lead
- Program Leader
Dustin Vaughn is a program leader at Summit Advisory Team with over 25 years of experience in supply chain projects. Prior to joining Summit, Dustin spent several years on the client side of warehouse projects before engaging as a third-party integrator consultant with both large and small firms.
Dustin has completed multiple full-life-cycle warehouse projects in North and Latin America, Asia, and Europe for retail, wholesale, and direct-to-consumer facilities. He has both executed and led the design, WMS configuration, testing, training, and go-live support phases. His projects have ranged from fully manual facilities in Central America to highly automated sites in Germany.
Having started out his career with Disney as a staff industrial engineer, Dustin has deep exposure to both operational and IT roles on a variety of warehouse projects utilizing Manhattan Associates, Oracle, and SAP as well as various labor and foreign trade zone applications. He has successfully utilized a variety of project management methodologies including Waterfall, Agile, and Hybrid.
About With over 8 years in retail operations and supply chain, Eric specializes in warehouse management, transportation, and analytics, holding a degree in industrial engineering. He's driven by continuous improvement, evident in his role as a program manager for a $100M+ E-Fulfillment center retrofit. Eric managed $15M+ in capital projects for E-Fulfillment and Distribution Centers, introduced efficient labor management systems, and led global trade compliance analytics for a Fortune 100 company. Notably, he implemented a US duty drawback program, yielding annual savings of $30M+. Outside of work, Eric enjoys concerts, hiking, rock climbing, and globe-trotting with his wife.
About 8+ years experience in Finance in various roles supporting Operations (B2B and B2C), Manufacturing, IT, Real Estate, and Sales. Extensive experience with FP&A supporting budgeting/forecasting and analysis for full P&L and balance sheet. Assisted in the implementation of new BI tool (Qlik) with design, training, and user adoption. 5+ years experience in Corporate Strategy with a focus on project management, analytics, and executive presentations/communications. Implemented new network planning tool which identified white space across the store network and projected revenue of existing locations. Created enhanced analytics to drive key business decisions aligned with strategic priorities. Worked cross functionally to own and drive strategic priority success from creation to implementation. 7+ years experience in Retail Analytics supporting North America in various capacities. Created and maintained sales reporting for owned, franchise, and multi-brand locations which included critical KPIs and other performance metrics. Owned communication and presentations to franchisees and multi-brand owners in regards to business updates, program additions/changes, and expectations. Guided strategic planning and budgeting aligned with NAM goals and priorities. Performed analytics on labor, sales (B2B and B2C), merchandising, and marketing. Business Project Manager of Omnichannel fulfillment implementation at Pandora Jewelry. Prioritized capabilities roll out, franchise compensation methodology, reporting, and analytics. Assisted with change management cross functionally by communicating impacts to teams, provided training, and implemented changes to business processes. Increased sales and reduced cancellations of BOPIS through knowledge around consumers buying preferences and training on best practices.
About 8+ Years of Experience as a Salesforce Admin, BA, and Marketing Operations. 5x certified across key Salesforce applications. Salesforce Marketing Champion and Community Group Leader helping to drive adoption and optimize utilization of Salesforce products. Experienced in driving the CRM & MarTech stack, business processes, and program execution Keen curiosity to develop a deep understanding of customers and key stakeholders to define strategy, develop requirements, and implement business solutions Strong storytelling skills with abilities to translate technical concepts to a wide audience of stakeholders and team members right up to senior business leaders. Direct experience with documenting business and functional requirements and mapping business processes throughout SDLC with Salesforce implementation in an agile environment. Excellent public speaker, always coachable, and passionate about continuous learning
About 8+ years of Analytics & Data Engineering experience, primarily in the retail industry. Google Cloud Certified Data Engineer Key experience: Maintaining analytics data pipelines and serving data assets into enterprise visualization tools (Looker, Tableau) for both data exploration and reporting use cases. Solutions built in relational database environments as well as in lower-latency message-based contexts. Working with various end-user stakeholders to understand business processes, define KPIs, and provide meaningful analytics insights. Business areas served include Finance, Operations, Strategy, Marketing, Data Science, and Engineering. Developing programmatic data integrations with various third party vendors (Oracle, Salesforce, IBM, Segment, Jira, Monday.com, etc). Enjoys cross-functional collaboration and intra-team mentorship whenever the opportunity arises! In a prior life, worked at PwC in their employee benefits consulting practice as a credentialed actuary
Job Titles:
- Chief Analytics Officer
- Principal
James Sutton is a Principal of Summit Advisory Team, bringing over 10 years of experience in Retail and Manufacturing industries helping solve problems with analytics and data platforms.
Before joining Summit, James held leadership roles in Analytics, Data Engineering, and Supply Chain Planning at Finish Line and International Paper. Outside of work, James enjoys hiking with his wife (Kristie) and dog (Hamilton), playing golf, and live music.
Jay Maurer is a Principal at Summit Advisory Team with over 20 years of experience in Retail and Supply Chain Strategy. Jay has worked with multiple clients to deliver value through IT Supply Chain Strategy, Operational and Business Processes, and System Implementations.
Prior to joining Summit, Jay was a Senior Manager for Kurt Salmon, Part of Accenture Strategy. During his free time, Jay enjoys spending time with his family, traveling, cooking, and taking his Jeep off-road.
Job Titles:
- Program Lead
- Senior Data Engineer
Jeremy is a Senior Data Engineer with 8+ years of experience working with retail, medical, and financial data. He started at BMW Financial Services as a Data Analyst assisting the executive team by creating Qlikview and Crystal Reports. At Cardinal Health, Jeremy migrated an isolated Qlikview ETL process into a Postgres and BigQuery implementation orchestrated by Airflow. While at Macy's, Jeremy was able to bring an outsider's perspective to update legacy pipelines. Jeremy makes an impact wherever he goes. Military experience combined with a humanities and technical degree allow Jeremy to have a well rounded and adaptable approach to any data problem. Key project experience includes:
Converted manual processes into automated builds using tools such as Liquibase and Terraform
Ran POC for a Fortune 15 company at an enterprise level comparing Looker, Qlik, and Tableau
Moved Cognos reporting at Macy's to Tableau while working with business stakeholders on requirements and updated metrics/KPIs
When not working at Summit, Jeremy loves playing pinball and the cello.
Job Titles:
- Senior Leader
- Supply Chain
Jill is a senior leader with over 25 years of experience leading supply chain operations and strategy teams on the client side. Jill has experience managing supply chain strategies, change initiatives and building relationships with senior leadership. Jill's past role on the client side as vice president of supply chain operations at Neiman Marcus provided a variety of experience, most recently including developing a network modernization and optimization strategy. Customer experience was at the forefront of the strategy, utilizing automation to achieve productivity targets in both brownfield and greenfield facilities. While in that role, Jill led teams that supported distribution center operations, industrial engineering, facilities, partner relations, EDI and international operations. Jill has a strong background in bridging the gap between warehouse management systems and their use in the operation, leading the business through multiple WMS implementations and upgrades. While at Summit, Jill has led projects from operational execution challenges, network analysis and the implementation of a vendor performance program. Jill is the practice lead for Summit Advisory Team's Supply Chain Operations Practice, helping clients through strategic and operational projects. Jill stays connected with industry insights through her many leadership positions with several organizations such as RILA and RVCF.
About 10+ years of experience as a Full Stack Data Engineer. Comfortable operating at all levels of complex data & analytics platforms as well as adjacent disciplines. Loves to plan and build scalable, repeatable, transparent data pipelines and processes. Key Experience Led multiple migrations of legacy data platforms to modern cloud-based implementations. Implemented DataOps and CICD processes to rapidly deploy changes to data pipelines. Coordinated large scale evaluations to determine feasibility of new technologies. Created architecture diagrams to show interactions and fine details of cloud infrastructure. Enjoys being flexible to meet needs as they arise and collaborate on the best possible solution. Communicates with stakeholders of varying experience and disciplines using terms familiar to them.
Josh Mayer is a Managing Partner of Summit Advisory Team, bringing over 12 years of experience helping companies solve operational problems. Josh has consulted for over 20 retail, wholesale, and consumer products companies in advisory, program management, process engineering, and data analytics roles.
Before founding Summit, Josh held omnichannel and supply chain operations leadership roles at Belk, Inc. and Kohl's Department Stores. When not working with Summit's valued customers, Josh enjoys road biking, hiking, running, and time with his wife and daughters.
About Kate brings 10+ years of experience in program design, management, and optimization. Post implementation, she supports end users to get the most out of their products. Her focus has been on customization and innovation, from small-scale pilots to enterprise wide implementations, she works with with all stakeholders to create solutions tailored to the needs of each client. She has worked on projects across multiple industries - energy, healthcare, retail - often resulting in customized software solutions. Designed and led multiple energy efficiency and demand management programs and pilots for Colorado's largest utilities for multifamily, commercial, and industrial customers. Facilitated business design workshops for multi-year 2M smart meter deployment, including core meter data management and billing processes while documenting the software process diagrams and requirements. Led business segment to modernize and optimize healthcare contract setup and claims processing for 1.5M claims/day, serving 15M members. Supports end users in adoption of real-time dashboards for omnichannel operations, demand management, and energy efficiency. Enjoys mountain biking, hiking, spending time with family and quirky whippet Julia
Ken Muggeridge is a Managing Partner of Summit Advisory Team, bringing over 30 years of experience solving problems in supply chain and omnichannel. Ken has focused on providing guidance and leadership on enterprise transformation initiatives at global companies. Amongst other experience, Ken spent 16 years at Tailored Brands in omnichannel and supply chain leadership positions and ran his own consulting company for several years prior to joining Summit.
About With over two decades of hands-on experience in the field of Warehouse Management System (WMS) implementation and support, Khanh stands as a seasoned Principal at Summit Advisory Team. His impressive journey encompasses diverse industries, ranging from Retail, Wholesale, and Distribution to 3PL Services, where he has showcased his expertise in guiding companies through the intricacies of WMS adoption. Khanh's profound engagement spans the entirety of WMS projects, as he has orchestrated numerous full life-cycle implementations, meticulously orchestrating key roles encompassing system design, configuration, integration, testing, go-live support, and reporting. Khanh's unique fusion of operational and IT acumen has consistently propelled the triumph of each project he undertakes, earning him commendation for his unwavering professionalism and collaborative team ethos. A luminary in the domain of Manhattan Associates WMS, Khanh has cultivated an intimate familiarity with esteemed ERP systems like Oracle and SAP, masterfully navigating their synergy with Manhattan WMS. Notably, Khanh's prowess extends to deciphering Manhattan WMS data intricacies, complemented by his proficiency in harnessing reporting tools such as Crystal Reports, Jasper, and SCI.
About As the Omnichannel Practice lead for Summit Advisory Team, Kylie Schafer brings over 20 years of global operating experience across retail, wholesale and ecommerce. Based in Australia, Europe and North America, Kylie worked with team members in these areas and throughout Asia. A seasoned leader, Kylie guided teams across various competency sets from technical implementation and support teams to product owner and project management teams and business operations teams. She also spent time specifically focused on order management in product management, support and operations. During her career, she launched and ran major omnichannel fulfillment features including BOPIS, BORIS, SFS, endless aisle, and complex ecommerce sites across multiple continents. Kylie is also a proven leader in data solutions and analytics, having worked directly with supply chain as well as ecommerce and retail analytics solutions, including leading the product team on the client side for the Elevate platform and acting as a superuser for microstrategy and business objects. Extensive experience working in all facets of omnichannel operations and her thorough working knowledge of the tools and implementation systems related to merchandise and supply and demand planning throughout her career have positioned Kylie well in her current role as the Omnichannel Practice lead.
Lareina Chu is a Principal at Summit Advisory Team with over 13 years of retail experience focusing on ERP, Merchandising, Allocation, Replenishment, Assortment, Demand, and Merchandise Planning. Lareina has worked on over 30 different system implementations modernizing retail systems and focusing on the impact across the Merchandise ecosystem.
Prior to joining Summit, Lareina worked at Belk and held leadership roles at Tailored Brands and Men's Wearhouse. After work, Lareina loves cooking and traveling - or even better, taking a cooking class on vacation!
Mark Guyer is a Program Lead of Summit Advisory Team, bringing over 15 years of experience helping companies solve operational problems. Mark has lead Planning, Analytics and Operations for, wholesale, and consumer products companies in strategy, Omnichannel operations, program management, inventory planning, and analytics roles. As an employee on the client-side, Mark has led the Omnichannel, Planning and Supply Chain business and technical teams at JD Sports USA (Finish Line) and Tegra Global. Where he designed, implemented, and improved business operations for global teams. Leadership responsibilities included assessing E2E business and technical impacts across the organization, from requirements planning to execution, and making customers happy. As a project manager, Mark is skilled in integration of cross functional teams, synchronization of process flows, and establishing effective communication with Project Stakeholders. Responsibilities included Project Lead for JD Sports USA (Finish Line) OMS, WMS and Merchandise Planning implementation. Managed the required deliverables. planning, monitoring. and maintaining, stage and exception plans as required through launch. Mark's typical interaction includes conversations with management teams, vendors, customers and design (whiteboard) sessions with SMEs. When not working with Summit's exceptional customers, Mark enjoys running, reading, and time with his family and friends.
Job Titles:
- Ex - Neiman Marcus Group Associate
- Program Lead
Matt Pritchard is an ex-Neiman Marcus Group Associate (spent 24 years with NMG) and is a seasoned Director with over 15 years of experience in leading implementation teams for Oracle Retail (MFP, RMS,SA), Supply Chain and Order Management (OMS) and Customer Care (WFM, Call Center) solutions.
As Program Manager, he has managed complex projects involving multiple internally developed and 3rd party applications and teams including Oracle ERP products and Manhattan OMS and integration with host systems.
In roles with prior employers, Matt has led Enterprise Data Warehouse, Marketing, and Business Intelligence designs, configured systems, executed testing and training programs and supported go-lives. He has also planned and managed peak season Operations and IT support teams.
Matt is very conscious of scope and budget and believes in open communications with Ops, IT and external teams as well as Leadership Teams.
Job Titles:
- Enterprise Resource Planning
- Senior Information Systems Leader
Nancy Seaboldt is a senior information systems leader with proven success in delivering systems and technology solutions for retailers. She has over 30 years of experience in the industry, delivering strategic,
Job Titles:
- Organization Change Management
About Pat leverages over 35 years of retail operations, merchandising, ecommerce, call center and change management experience to support clients through organizational change. She has served as business readiness and change lead for retail and wholesale clients in the U.S. and globally. Pat has developed and executed business readiness strategies for omnichannel, order management, warehouse management, call center, ecommerce re-platforms, merchandise planning, replenishment and store fulfillment applications. She has developed training programs for WMS, OMS, call center and store fulfillment, both in-person and virtual, including the recent implementation of a 100% virtual remote training program for a new call center located in Europe. Thanks to her deep functional experience, Pat is skilled at understanding the needs of the business and is adept at helping communicate those needs to technical teams, facilitating the collaboration of cross-functional teams to ensure business objectives are met.
Paul has 5+ years of experience in warehouse operations, transitioning through a variety of different positions including Delivery Driver to National Training Manager. He also has experience in training/ coaching variety of different teams in warehousing, manufacturing, healthcare, and sports. Professional Experience
About With over 9 years of professional experience in analytics, Richard has demonstrated mastery in wrangling data across diverse platforms, spanning legacy data warehouses to real-time streaming applications. Proficient in data modeling and driven by a collaborative spirit, his work bridges technical intricacies with precise business objectives. As a pivotal member of Allstate's Property Claims data science team, he orchestrated intricate ETL pipelines, pivotal in supporting a $5 million machine learning initiative. His contribution to integrating model operations with production data streamlined performance monitoring and KPI calculations. Beyond corporate spheres, his insights aided fraud detection through the correlation of client profiles and transactions. During his tenure at the University of Washington Applied Physics Lab, he facilitated the design of geospatial databases and automation of statistical analysis for pioneering Arctic marine mammal research. Richard's journey underscores an unwavering commitment to delivering top-notch data products and valuable insights.
About 6+ years of experience in data analytics, focused around ecommerce and data products. Expertise in data modeling, data pipelines, business intelligence tooling, and report automation. Certified Google Cloud data engineer, Looker LookML developer & consulting partner, dbt developer, and Airflow developer. Professional Experience Drizly (Acquired by Uber) Managed the transition of our data product from Domo to Looker and was the primary analytics content developer for analytics.drizly.com - our powered-by-Looker platform which generated over $4 million in net revenue in 2020 - Presented results at Looker JOIN https://www.youtube.com/watch?v=888lZ6gaIhs Vendr Transitioned the company from Metabase to Looker and building a well-documented and tested dbt codebase in order to make Vendr's data accessible and trusted Created data models in dbt that reflect core business logic for topics like customer satisfaction, employee performance, ARR/NRR, and feature launches The Wendy's Company Re-built store financial reporting & delivery using Looker + GCP Cloud Composer as part of a company-wide sales data initiative Pandora A/S Developed data pipelines for store location & product data using Python & Prefect Cloud to enhance reporting quality and accuracy
About Ryan has 20+ years of supply chain experience with B2B and B2C brands including several that serviced both channels. During that time he has been an integral part of improving current system capabilities and processes. Early in his career, Ryan was an inventory control supervisor for The North Face and Pier 1 Imports and has since leveraged that deep understanding of inventory movement to architect enterprise solutions for brands such as Pandora and TriVantage. He has also led the architectural review of assessments for live implementations to define the best approach to right the implementations, including building a team to support the process. Ryan has spent most of his time with the IBM Sterling warehouse and order management platforms for on-premise and IBM SaaS offerings throughout his career. He has also worked on Manhattan Active OMS (MAO) and some other order management applications and has provided architecture leadership across multiple ongoing projects and sales engagement as practice leader for a boutique consulting company, spanning warehouse and order management systems. His last project before joining Summit was for Pandora as their enterprise architect where he oversaw a multi-year global roll out of a new order management system. This implementation included omni capabilities of find-in-store and click-and-collect/BOPIS. During these multiple roll-outs there were very few issues encountered and no critical defects. Most recently, Ryan has been applying his experience to multiple customers as Enterprise Architecture Practice lead to help them define their implementation roadmaps and integration architecture as well as expanding his experience with order management systems by working with Salesforce OMS. When not working with Summit's valued customers, Ryan enjoys time with his kids and staying in shape with anything from yoga to running and, most recently, Muay Thai.
Job Titles:
- Omni - Channel Consultant
- Program Lead
Sonika is a seasoned Omni-Channel consultant with a remarkable history of leading successful omnichannel initiatives for major retailers. With over a decade of experience, Sonika has showcased her exceptional skills in business and system analysis, for various implementations of Order Management, Point of Sale systems, and CRM applications. Sonika's expertise spans across multiple roles including Business Analyst, Product Owner, and Scrum Master, where she has demonstrated her ability to effectively lead and coordinate cross-functional teams towards delivering successful and complex retail implementations. processes With her extensive knowledge of retail operations, Sonika has played crucial roles in performing quality assurance, facilitating user acceptance testing (UAT), and change management for multiple Order Management System (OMS) implementations, including Manhattan Active Omni and Salesforce OMS Sonika's experience in both software integration and development, along with her deep understanding of the retail industry, makes her an invaluable asset to any implementation team. Her techno-functional expertise allows her to play pivotal roles in a wide range of initiatives, ensuring smooth and successful project delivery
Job Titles:
- Principal
- Chief Customer Success Officer
Tom Butt is a Principal at Summit Advisory Team with over 12 years of experience in sectors ranging from retail to manufacturing and distribution. Tom delivers value to companies through work in systems implementations, network modeling & optimization, data discovery, technology product development, program management, logistics planning, and identifying supply chain opportunities.
Prior to joining Summit, Tom worked at Baker Tilly as an advisor and at Kohl's Department stores in roles on their logistics and technology teams. Outside of collaborating with clients, Tom spends his free time trying out new recipes while listening to vinyl (good wine helps), adventuring to new fly fishing destinations, and trying to survive Brazilian jiu jitsu training sessions.