For 20+ years I've delivered tailored IT solutions that fit how a business works, run efficiently and keep up as it grows. My solutions were a key factor in both AgencyRM and VibrantUSA becoming the largest firms of their kind within the Pacific Northwest. In February 2020, both were sold to a publicly traded company.
I work on both sides of a business: the strategy and the code. Here is what that looks like in practice.
Coding. I was lead architect and developer of Tracker, the agency management system AgencyRM ran on, and its commission system. I still build software today, including Hobby Pulse and SportsDoba.
Leadership. I was CIO of AgencyRM for nine years, then Managing Partner of AgencyRM and VibrantUSA, leading a 30-person team across four offices.
Strategic vision. I hold an MBA from Seattle University. I worked with the leadership team to set strategic business plans, and I turned VibrantUSA's CRM into a SaaS product for partner agencies.
Execution. Paperless enrollment kept more than 1 million pages from print. The user base for our in-house systems grew 200% with no added developers. At The Baldwin Group, I set integration standards and get new partners live.
How I got those numbers
Problem: Enrollment paperwork was processed on paper.
What I built: An automated, paperless enrollment system inside Tracker, the agency management system I architected and developed.
Result: Over 1 million pages never printed, and labor costs down by well over $250,000.
Problem: Scope of Appointment work ran on outside vendor tools.
What I built: A custom Scope of Appointment platform, with SOA built into a mobile app.
Result: More than 20,000 appointments, and lower vendor spend.
Problem: After the 2020 merger with Baldwin Risk Partners, many more people needed the in-house systems.
What I built: Integrations between Connecture enrollment and Tracker, Salesforce CRM for the Medicare call center, and performance upgrades.
Result: The user base for internally built systems grew 200%, with no added headcount on the development team.
I've written the code, run the technology and run the business.
Set integration standards, timelines and governance for repeatable partner onboarding.
Modernized legacy systems for reliability and data consistency.
Grew internal system users 200% with no added developers.
Built paperless enrollment: 1M+ pages kept from print, $250K+ in labor saved.
Designed and built tools that streamlined division systems.
Lead developer for business application design, development and production support.
Led two major CRM implementations.
Two companies I helped build and sell, and the products I build now.
A Medicare field marketing organization. As CIO I built Tracker, the system the firm ran on, and later ran the business as Managing Partner.
An independent Medicare insurance agency. I set its technology direction and turned its CRM into a SaaS product for partner agencies.
A collection tracker for sports cards, TCG and Disney, with daily values from recent sales, price alerts and eBay and Shopify listing.
hobbypulse.ioOne place for families, teams and tournaments, across every sport. Families find teams. No ads, ever.
sportsdoba.ioPractice management software for CPA firms, with client onboarding, tax workflows and a client portal in one place.
efficiently.soA link-in-bio platform that gives creators, brands and small businesses one link for everything they share. I built it with 41 themes, flexible grid layouts, an updates feed, QR codes and click analytics. It's in beta, and it doesn't sell user data to advertisers.
A sports card hobby my son and I turned into a small business, so he can learn how a business works by running one.
Couve CardsI build with AI. About a dozen AI bots I set up handle operations and marketing work across my projects every day.
"Russell is the go to guy within the company when you want to get results. He is highly skilled both technically and from a business perspective."
"He has been utilized as a developer, a business analyst, and a project manager and has excelled in all areas. He produces quality deliverables and consistently outperforms his job title."
"I would hire him again in a heart-beat."
Over $60K raised for St. Jude Children's Research Hospital.
I also run the Outlaws Baseball Club Foundation, which gives scholarships and equipment support so more kids can play youth baseball.