Leadership & Management
Bails, an Infor Alliance and Service Partner, provides seasoned, certified service consultants. Its Leadership and Management team boasts a multitude of talents, abilities, and experience across diverse industries.
Our resources are trained, mentored, and vetted. Therefore, our team is well qualified to meet all client needs. This experience maximizes and ensures a smooth and seamless transition from existing systems. In addition, these experiences simultaniously prove to enhance business operations.
Leadership
Jamie Bails, MBA, PMP
Lori Waters
Brett Weiss
Mark Borsheim, CPA
President
Jamie Bails, MBA, PMP
Jamie Bails is the owner and founder of Bails & Associates. With over 26 years of Infor Lawson and enterprise business application experience, she understands the products we work with on a personal level. She not only oversees all strategic initiatives and maintains an active role in the organization but also retains a close and personal relationship with our clients. Bails has won Infor awards in the last five cycles including Infor FY19 CloudSuite Excellence Partner of the Year. Additional accolades include, Best in Business and a two-time Entrepreneurial Excellence Award for Best Employer. As a trusted advisor, Jamie has been integral in the development of implementation coordination, resource assignment, project plan execution, and project facilitation for Infor Software products and services. Her consulting team is comprised of the most senior and well-respected individuals in the industry who seek her out based on her reputation as an astute businesswoman and mentor with a strong moral compass. As an effective leader, Jamie possesses the focus, perseverance, and integrity required to get results. She has grown her company by surrounding herself with an exceptional team of individuals who work well as a team to exceed expectations. Under her leadership, Bails has grown into a successful and key Infor Alliance Partner, earning her the respect of not only her employees but colleagues and competitors alike. A native and current resident of Southwestern Pennsylvania, Jamie enjoys spending time with her husband, children, and extended family as well as volunteer activities, board games, cooking, and reading.VP, Service Delivery
Lori Waters
Lori has over 20 years of professional services industry experience in the Infor ERP/Cloud space. Her broad knowledge of consulting services includes Human Capital Management Consulting, Business Development, Operations, Talent Management, Capacity Planning, and Strategic Planning.
Lori began her career as a Financial Services Consultant at PNC Bank working with retail clients and was quickly promoted to work with the Small Business Enterprise team, where she was identified as a top performer. She then progressed into a management role responsible for a team of employees who processed all online loan applications, including PNC’s largest portfolio client.
In 2000, Lori became a Human Capital Management Consultant. After starting a family, she transitioned into an Operations Management role at Bails. Lori’s personal experience and knowledge of the ideal consulting skillset gives her the unique ability to locate and vet exceptional talent. She prides herself on finding highly competent, innovative individuals to complement our team of consultants. This ability gives her an advantage when capacity planning. According to Lori, “The project teams I have assembled over the years have been critical to the reputation and success Bails has in the industry.”
In her role as VP of Service Delivery, Lori works closely with Bails Practice Leadership to ensure our consultancy are set up to succeed. This includes, working on development planning, appropriate staffing, and enablement. Lori also partners with Bails Account Executives and Project Management team to scope, plan, kick-off, and implement successful projects. She is a collaborative and creative HR leader focused on aligning with C-level executives as a trusted advisor and strategist on the most effective and cost-efficient ways to support organizational objectives.
According to Lori, “I love my job. It challenges me every day. I enjoy working with some of the best consultants in the space. Professionals who aren’t just versed on software, but who are collaborative, innovative and equally committed, not just their individual success, but the collective success of the organization. I feel it is critical to be able to draw on the different strengths within our team, as we all bring different abilities to the organization. Our people are our lifeblood; they are what makes Bails the success that it is!”
Lori enjoys vacationing with her husband, three daughters on Sanibel Island. She enjoys trying new foods and wine, world music, international travel, history and culture. She is also a WWII buff.
VP of Client Services
Brett Weiss
As VP of Client Services, Brett leads Infor ERP sales, marketing, partnerships, client satisfaction and drives strategic planning to help position Bails/Nordic Global as the industry leader in EHR and ERP consulting services.
Brett is a healthcare information technology professional and business leader with 26 years of experience in the ERP space. He specializes in guiding healthcare providers through business and process transformation using modern enterprise software. A frequent industry speaker, Brett offers a dynamic understanding of healthcare IT, trends and technologies available to address the challenges of a volatile market.
Brett began his career in supply chain management logistics and procurement working for a medical device manufacturer which served as his entrance into consulting services where he helped implement and train clients on their Infor ERP software. A strong communicator and consistent high-performer, Brett was recruited into sales where he could leverage his services experience and deep industry knowledge to help demonstrate the benefits of ERP to existing and prospective customers. Continued success in this arena helped promote Brett into several sales and leadership positions over his career including joining a small consulting firm as employee 10 and helping grow the company to 400+ full-time equivalents.
Brett earned his B.A. in international business from the University of Arizona. Along with the global travel his job often demands, Brett enjoys great food, great company, great conversation and all things outdoors including skiing, hiking, boating and playing sports with his family. Brett lives in Madison, CT with his wife, two daughters and two pups, Sam and Rebel.
VP of Consulting Services
Mark Borsheim, CPA
As VP of Consulting Services, Mark directs the Infor ERP consulting and managed service practices, drives strategic planning and initiatives, and works across the organization to position Bails and Nordic at the forefront of providing prescriptive implementation and upgrade solutions to a wide variety of clients.
Prior to taking on his current role in the company, Mark had great success across several positions including as Director of Service Delivery, overseeing the strategic development and management of our Finance, Supply Chain, and Technology ERP consulting practices, and as Controller and a Senior Application Consultant with a specialty in directing and supporting financial goals and objectives. He is a team leader and collaborator, with an established record of maximizing project ROI through improved productivity and resource utilization. He is customer-oriented and focused on providing targeted analysis to stakeholders in a meaningful way.
With roughly 20 years of providing value to businesses across multiple industries, Mark possesses exceptional verbal and written communication skills. His strong analytical skills ensure his ability to produce quality work under strict deadlines. He excels at training, both in-person and virtually to a wide variety of audiences. His experience includes Top-Down/Bottom-Up Budgeting & Forecasting, Financial Modeling/Acquisitions, ERP Implementation Management (Infor/Lawson Planning & GL), Inventory Valuation/Reconciliation, Infor/Lawson Financial Suite, Month/Year End Close Management, Long-Range Strategic Plan Development, Service Line Revenue Analysis and Gross Margin Planning and Analysis.
Mark started his career as a tax accountant with a small firm in Florida before moving to a private industry where he enjoyed steady advancement and served in several high-profile management positions over accounting, financial analysis, acquisitions, and system development across both the retail and logistics industries. In that time, he was recognized multiple times for outstanding achievements including companywide awards for leading a successful Lawson implementation and expanding financial analytic capabilities and timeliness. After working with Lawson and Infor software for most of his professional life and enjoying the process and analytic improvement work inherent in system application development, he sought to join the consulting firm that he used as a client.
In 2016 Mark was recruited to participate in and provide input for Infor’s first full Financial FSM boot camp. He taught those classes to peers and colleagues on behalf of Infor and other partners. Mark has numerous successful FSM implementations under his belt and provides valuable input for product development.
Mark grew up in Minnesota though he now lives in beautiful Florida where when he is not busy doing the work he loves, he takes great pride in winning at board games, kayaking, and spending time with friends and family. He loves dogs, especially dachshunds and chiweenies, sports teams that are always just one piece away and culinary exploration and traveling with his wife.
Practice Directors
Kellie Gilbert, PMP
Arden Varney, CPA
Director of Service Delivery
Kellie Gilbert, PMP
As Director of Service Delivery, Kellie’s role is to keep Bails clients happy through managing projects and helping lead our Human capital management team, Project Management office, and Managed Services offering. She also provides direction and support to our consulting team ensuring excellence in customer service and client satisfaction.
With over twenty-one years of consulting experience, she excels at proactively anticipating the needs of clients and providing positive and constructive solutions. She is committed to her clients and will do whatever it takes to make an implementation a success.
Kellie’s wealth of knowledge of the Infor products combined with her Project Management experience makes her uniquely qualified to train, guide, and support our clients and consultants. Kellie’s clients and peers appreciate her straight-forward, honest, and creative approach to problem-solving. Highly sought after for her creation of custom and internal training materials, she has worked with some of our largest and most challenging clients. Those successful projects include Johnson & Johnson, McDonald’s, Costco, and Hard Rock Café.
Kellie has served as Project Manager for many Infor Implementation projects. Her background in Payroll, Human Resources, and Information Technology spans many industries, including pharmaceutical development, manufacturing, healthcare, retail, government, food services, printing, entertainment, and news.
Kellie is also an experienced trainer, fully Certified on Infor’s v11 Human Capital Management Suite. Kellie has expertise in On Premise and Cloud Suite Implementations. She holds a Project Management Professional (PMP) Certification, a gold standard designation issued by the internationally recognized Project Management Institute.
In her free time, Kellie stays busy “managing” her husband, teenagers, puppies, and running a household in Wilmington, NC. She enjoys traveling which includes a family vacation on Frying Pan Tower, a boutique lighthouse, or a river cruise with her siblings.
Director of Service Delivery
Arden Varney, CPA
Arden started his career with Coopers & Lybrand in audit and worked towards earning his CPA license. Later, as a Controller at a 280-location restaurant chain, he implemented Lawson Financials and HR/Payroll. He then joined Lawson Software in their consulting services group. In 1999, Arden came on board to Bails & Associates as a Senior Financial Consultant.
Arden has worked on more than 100 implementation projects during his career, crossing industries as diverse as healthcare, retail, technology, and services. He also spent a significant amount of time working with Infor on the CloudSuite Financial products, including testing the “beta” version and training other partners on the product.
Arden currently serves as Director of Service Delivery – ERP Solutions overseeing our Finance, Supply Chain and Technical teams.
Practice Managers
Robert Velasco
Niki Kimball
Jared Brock
Dawn Williams Zabicki, MBA, MS
Robert Fortier
Taunie Benvenutti CPA
Kandice Lemhouse
Geri McGinley MBA
Technology Practice Manager
Robert Velasco
Robert has over 25 years of experience in the information technology industry. Robert is a highly analytical and results-oriented leader experienced in technical project management with extensive experience supporting human resource and financial ERP systems. He has over 20 years of technical Infor consulting experience working with companies in the United States and Canada. He has a proven track record designing, developing, and implementing custom solutions with an in-depth knowledge of core business processes and data.
Robert began his professional career as an analyst for a global benefits consulting company where, while on a Lawson implementation, met and first worked with Jamie Bails. A year later, Rob became Bails and Associate’s second employee as a developer. Over the years, he has moved into all areas of the technical side of the Infor software including Process Automation, Security Administration, product installation, system administration, and technical project management.
He is responsible for the oversight of all Bails technical consultants, as well as technical engagements. As a technical project manager, he provides best practice recommendations for process improvement, installations, migrations, upgrades, process flows, security, conversions, modifications, interfaces, and reports for the entire Infor ERP software suite of products. He is highly skilled in assisting Healthcare clients in Business Transformation ERP implementations. Rob has also worked with clients in the Public Sector, Transportation, Communications, Retail, and Insurance industries.
Robert resides in the Denver, Colorado area with his wife of 20 years and 3 children. He spends most of his ‘free’ time helping his wife shuttle their 3 children to their sporting events and other activities. He also enjoys hiking, skiing, and other various outdoor activities.
Human Capital Management Practice Manager
Niki Kimball
Niki brings approximately 20 years of ERP experience to Bails and our client base. She is the Human Capital Management (HCM), Practice Manager overseeing our entire HCM team. Niki provides direction and support to the Bails HCM consulting team which includes consulting on product changes, performing quarterly check-ins, as well as making sure they are achieving their development goals. She does this in addition to support her own clients. In this role, she also works strategically with leadership and team members with issue resolution, documentation, and communication within the project and throughout the organization. Since starting as a Payroll Manager implementing new solutions, she has participated in every aspect of an Infor HCM Implementation including training, testing, staff augmentation, and project management. She understands best practices as well as pitfalls that can often occur as part of an HCM implementation. She works hard to make sure she leaves her clients enabled and happy with the system they have implemented.
Niki is certified in Global Human Resources (GHR), which includes Benefits, Absence Management, Goals, Performance, and Compensation. She has also been involved in several HCM CloudSuite implementations and has implemented and supported all modules of S3 and GHR throughout her career.
According to Niki, “As a consultant, it is always beneficial to see through the eyes of the client, and since I was originally an end-user, this has been helpful to bridge the gaps that can occur on HCM projects.” Niki also is a list maker and problem solver and prides herself on her documentation skills. She is always determined to complete the mission to ensure her clients are satisfied and receive documentation that they can leverage when the project is complete.
Niki is an amazing cook and baker. She is currently experimenting with focaccia art in a brand-new kitchen her husband helped create and build. Her long-term goal is to buy a home in Ecuador.
Technology Practice Manager
Jared Brock
Jared started in the Infor/Lawson world as an intern for a healthcare organization in the Southwest. In the 10+ years since, he has done deep dives on products all over the Infor/Lawson ecosystem and worked on a wide variety of projects, including migrations, conversions, upgrades, development projects both large and small, and even beta-testing and helping to write documentation for Infor. Though he abhors a cliché, Jared is nonetheless a wearer-of-many-hats and is accustomed to playing a handful of different roles to meet project goals, including systems architect, Technical Project Manager, developer, and system administrator. While his focus has been in Healthcare, Jared has also enjoyed working in the Public Sector, particularly with small- to mid-size county and city governments and utilities.
Figuring out how to leverage application functionality to best meet the objectives is one of Jared’s favorite challenges, and when presented with new technologies and tools, he happily jumps into the deep end first. Jared also enjoys leading teams and is proud of his record of effective, efficient leadership through empowerment and encouragement.
Jared is based in Colorado and is an avid outdoorsman, spending as much time as he can out in the Mountain West, skiing, hiking, fishing, and rock-climbing. He is passionate about good food and keeps one foot in the restaurant/service industry to continue to chase that elusive feeling he first had when walking into a real bakery for the first time. Jared is also a history buff and a voracious reader who will use any excuse he can to travel somewhere and bring context to the historical record.
Organizational Change Management Practice Manager
Dawn Williams Zabicki, MBA, MS
“If you want to build a ship, don’t merely gather people to collect wood and assign tasks, but rather teach them to long for the endless immensity of the sea.” Antoine Saint-Exupery eloquently conveys the importance of sharing a compelling vision when embarking on a noteworthy project. Helping leaders articulate a vision and seeing that vision come to fruition is what Dawn loves most about her role as the Manager of our Organizational Change Management Practice.
She has more than 25 years of experience driving change enabled by enterprise-wide IT implementations. Her industry experience includes consumer products manufacturing, utilities, and power distribution, government, medical insurance, human services, and financial services. Her ERP implementation experience includes Infor, Oracle E-Business Suite, SAP, and numerous other business-critical IT applications.
A student of several change management methodologies, including Prosci, Dawn understands the importance of customizing an approach to meet each individual client’s needs. Under her leadership, we can deliver across the change management spectrum. We can conduct workshops to help a team articulate and understand a project vision; facilitate leadership alignment; create change communication campaigns; help manage resistance and develop a complete roadmap to transform an organization’s operating model.
She holds a Master’s in Organizational Leadership, a Master’s in Business Administration (earned as a Goodwill Ambassadorial Scholar in Belgium), and a BA in International Studies. She brings a deep level of knowledge and passion for the people and the organizational side of change and is ready to see you succeed in realizing your project vision.
Dawn enjoys traveling and biking with her husband, golfing with her son, and cooking for friends and family.
PMO Practice Manager
Robert Fortier
Rob has over twenty years of professional experience, including seventeen years as a project manager and business leader for technology solutions and services.
Finance Practice Manager
Taunie Benvenutti CPA
Taunie comes to Bails bringing over 35 years of experience in various industries including retail, banking, and healthcare and has her CPA after working at a small public firm. She has held leadership roles throughout her career and is a natural problem solver. Taunie began her career working for a CPA firm and eventually moved into consulting. Her depth of industry experience has allowed her to share best practice solutions across a wide range of clients including assistance with multicurrency, healthcare, service, and governmental clients. Her combination of skills and experience has helped her to effectively assist our clients in consistently achieving their project goals. She has successfully guided clients through transformational system concepts and implemented improvements to their business and system processes.
Over her consulting career, Taunie has helped her clients with various aspects of implementations, upgrades, and conversions. Her project experience has included standardizing collateral, chart of accounts redesign, training, standardizing monthly accounting processes, annual and flex budgeting processes, financial analysis, and board reporting, to list a few. Taunie has architected, led, and consulted on multiple Lawson and Infor FSM projects. Her work at a multi-facility healthcare organization has provided a deep insight into real-world scenarios that have been essential to helping our clients navigate the transition from their current systems to Infor FSM.
Taunie’s role as Practice Manager at Bails includes assisting with leadership of the Infor FSM practice as well as oversight and support of our projects and finance consultants. She enjoys helping clients with their Business Transformation during implementations and using her experience to architect the best solution. She provides our clients with best practice recommendations across the entire Infor ERP software suite of products.
Taunie is a mid-west girl, having grown up in Indiana. She currently lives in Charlotte, North Carolina, and enjoys reading, exercising, and spending time on the patio soaking up the South’s warm climate.
Human Capital Management Practice Manager
Kandice Lemhouse
Kandice is a highly flexible and experienced Human Resources Business Partner and HR Analyst with over 12 years of experience in a large matrixed healthcare organization.
Supply Chain Management Practice Manager
Geri McGinley MBA
Geri is a results-oriented and team focused Infor Certified Financials and Supply Management Consultant. She has more than 30 years of in-depth professional knowledge and solution consulting experience.
Practice Leaders
Mona Pollard
Suzie Skidmore
Liz Wilkerson
HCM Practice Leader
Mona Pollard
Mona has over twenty years of professional industry experience which includes Infor/Lawson experience as a Human Resources System Analyst with the Human Resource, Payroll, Benefits, and Personnel Suites.
Managed Services Practice Leader
Suzie Skidmore
Suzie has Progressive HRIS experience in a blended analytic, functional, and technical role. She is detail oriented and task driven.
Human Capital Management Practice Leader
Liz Wilkerson
Elizabeth is an experienced and seasoned Human Capital Management professional with over twenty years of industry and consulting experience. She is well versed in the Infor/Lawson Enterprise Resource Planning (ERP) product where she has focused on the HCM suite of products.
Business Relations
Dave Thomas
Luke Neal
Bryan Waters, MBA
Molly Velasco
Tom Zydel
Solutions Executive ERP
Dave Thomas
Dave Thomas has more than two decades of experience in selling software and consulting services to the Global Lawson Software / Infor customer base. His exclusive product focus brings a unique perspective and experience level gained from working with hundreds of customers worldwide and across all industries to the Bails team.
Dave began his sales career in technology during a college internship with IBM. In this role, he was the IBM sales rep for Butler University where he was responsible for selling IBM PCs to other students. This job launched Dave’s career in technology and consulting sales which officially began at The Summit Group back in the mid-1990s. Dave’s role at Summit was to sell Implementation and Upgrade services to Lawson Software customers in the Eastern US, Canada, and Europe.
Dave’s next opportunity was working for Lawson Software where he was the Manager of Upgrades Globally and across all industries. In this role, he learned how to help Lawson Software customers successfully navigate their way through the complex decisions required to deliver a successful project. While at Lawson, Dave had additional roles as a Regional Services Manager and Client Account Executive. Dave’s experience working at Lawson Software, as well as select Alliance partners, brings a unique perspective to the Bails team and customer base.
Dave has been working with Infor Customers moving to CloudSuite since the product was rolled out to the early adopters. Over the last two years, he has been meeting with and helping dozens of customers map out a successful journey to completing the transition to the Infor CloudSuite of applications.
Dave lives in Indianapolis and has three children making their way through to finishing college and beginning their careers. He is a diehard Chicago Cubs fan, enjoys playing golf, grilling, and attending concerts.
Senior Account Executive
Luke Neal
Luke Neal has been a valuable member of Bails & Associates senior team for over 6 years. He applied his extensive background in sales and experience working with clients to secure a position as the Manager of Strategic Projects. In this role, he provided key support to the senior management team on special projects, provided the sales team with analytics, and assisted the corporate office staff in day to day operations.
Proving his motivation to learn the “ins and outs” of the consulting business, Luke was quickly promoted to an Account Executive and shortly thereafter advanced into the Senior Account Executive role. Luke’s passion to assist others is often demonstrated with clients and colleagues. He is involved in multiple internal projects and viewed as a dedicated team member with a reputation for providing creative solutions and prompt issue resolution.
Additionally, Luke has developed key relationships with Infor Account Executives and senior management teams. He is respected for being highly organized, knowledgeable, and efficient with gathering client requirements and transforming them into deliverables. When preparing SOW’s (Statement of Work) and client proposals he takes great pride and care in asking strategic questions and addressing client-specific concerns. He works diligently to listen to and scope out detailed requirements to provide estimates that address individual unique customer needs. Doing this early in the sales process helps to align expectations, define the appropriate scope of work, and ensure client satisfaction.
Luke recently welcomed a baby girl into his life. She joins his lovely wife and cool pup Carlos to complete his beautiful family. When he is not busy at home, Luke enjoys playing hockey, detailing cars, and hosting gatherings for his relatives who live in the area.
Account Executive
Bryan Waters, MBA
Bryan joined Bails in 2018 and brings over 20 years of combined inside and outside sales and management experience. His experience includes financial, retail, and pharmacy services. Bryan has a proven ability to generate net new business, as well as a keen talent for relationship management and development.
Within the first few years as a sales executive in pharmacy services, he was able to secure the 2nd largest mental health provider in Western Pennsylvania resulting 9 million dollars in new revenue. As a result of that relationship, he was able to cross-sell into other smaller providers of mental health services. According to Bryan, “I am most proud of my ability to develop trusted relationships, both professional and personal with my clients. This resulted in a 500% increase in sales revenue.”
As an Account Executive with Bails, Bryan enjoys working with Infor Account Executives, as well as existing and new Bails clients. He is known for offering responsive, dedicated customer service. Bryan takes pride in fostering client relationships and becoming a trusted resource.
Bryan recently completed a master’s degree in Business Administration from Waynesburg University. He is extremely proud of achieving this accomplishment at the age of 49.
Bryan resides in the South Hills of Pittsburgh with his wife of 21 years, three teenage daughters, and their dog Buddy. He enjoys vacationing in Florida on Sanibel Island and can tell you anything you want to know about its history, local eateries and must do/see attractions. He looks forward to his annual family vacation to Sanibel and an annual fishing trip to Lake Erie for walleye with his two brothers.
Client Relationship Manager
Molly Velasco
As the Client Relationship Manager for Bails, Molly’s primary responsibility is to maintain a positive and ongoing partnership with our clients ensuring client satisfaction. She helps grow business relationships with current clients and assists in bringing new clients on board. Molly also helps clients better understand the full potential of our products and act as a liaison between the clients and our consulting team.
At Bails, relationships with our clients are part of our core focus and the key to our success. We strive to support our clients on an ongoing basis even after our projects are complete. Molly is an important part of maintaining those relationships with clients and is a dedicated resource to assist with any questions or issues that may arise post project/implementation.
Bails is committed to meeting the needs of our unique client base. Molly continually gathers valuable input from our customers and works with the management team to implement process improvements and best practices to better meet client needs. Molly also works with the consulting team to develop training programs and webinars designed to create awareness about and provide solutions for issues that are common with the Infor product. As a result, Bails has become established as an important resource for the Infor Client Community.
Molly began her career in the Enterprise Risk Services division of Deloitte. In 1998, Molly joined the Bails team as a Senior Application Consultant for Payroll, Human Resources, and Information Technology. After taking a brief sabbatical to raise her family, Molly decided to revive her career and was able to utilize her skill set to return to Bails in the Client Relationship Manager role. Her background and experience with the Infor products across multiple industries make her the perfect candidate to understand and relate to client needs
In her role as a consultant and as a Client Relationship Manager, Molly has always enjoyed getting to know our clients on a personal and professional level. She is a great listener who takes the time to understand the challenges and the impacts of those challenges on our clients. She is results-oriented and advocates for our clients to provide timely and appropriate solutions.
Molly resides in Colorado where she enjoys everything her beautiful state has to offer. When she is not watching her kids on the baseball/football/softball and soccer fields you will find her exploring the great outdoors. She loves to ski and snowshoe in the winter and paddleboard and hike in the summer.
Solutions Executive ERP
Tom Zydel
Tom Zydel is an experience sales executive with a strong background in enterprise-level sales, sales and marketing management, and technology consulting. Tom has a strong knowledge of Business Intelligence Solutions, ERP Applications (Cloud & Premised based), Professional Services and SaaS. Throughout his career Tom has worked with Infor customers, across multiple industries (Healthcare, Financial Services, Retail and Government/Education) to address technology challenges and best practices for the implementation of enterprise systems.
Prior to joining Bails, Tom was Vice President of Sales for Dashboard Gear, a provider of Business Intelligence software and professional services for Infor customers. Prior to joining Dashboard Gear, Tom was Vice President of Business Development at Symphony Corporation and JGI (acquired by Symphony Corp.) where he provided strategic leadership and sales/marketing management of the firm’s Healthcare, Business Intelligence and ERP professional services practices. Tom was also a co-founder and Chief Operating Officer of CS Strategies, Inc., a professional services firm specializing in delivering custom web-based and business intelligence solutions to fortune-class organizations.
Tom resides in Haworth, NJ with his wife Mary. He is an avid indoor rower, enjoys overseas travel, and especially enjoys the time he spends chasing his 3 grandsons.