Technology and Web-Based Services

Taxes Presentation on 3/13/2013

Donato Daddario

Donato Daddario

Current City: Grawn, MI

I have 40 years of experience as an educator, developer, manager, leader and coach. Utilizing many years of IT and HR Management experience to help organizations to review, and adjust their organizational cultures with a focus on the development of the individual as a baseline for long term organizational success.
Establishing organizations whose mission included focus on continuous improvement of the resources, adaptability,

Resume

Education

 Wharton Business School. Philadelphia
Securities Industry Institute Executive Development Program. Year 1, 2, 3
Master of Science degree, Secondary Education
St. John

A two-sided flyer designed to instruct prospective clients how to sign up for counseling.  

Printed copies are available in the SCORE Office.

 

 

Ask SCORE 
          I’m in the process of establishing a graphic design/web development business. 
Should I form a corporation? 

 

About the Author

          This column is brought to you by the Merrimack Valley Chapter of SCORE, with 
nearly 70 current and former business executives available to provide free, confidential, 
one-on-one business mentoring and training workshops for area businesses. Call 603-666-7561 or visit merrimackvalley.score.org for information on mentoring, upcoming 
workshops and volunteer opportunities. SCORE is a national, non-profit organization 
and a resource partner of the U. S. Small Business Administration. 

 

Joel Kaufmann

Joel Kaufmann

Joel Kaufmann

Current City: Berkeley, CA
Chapter: East Bay SCORE

Senior consultant with extensive experience helping organizations develop new services and improve operations. Expert at: planning; defining and improving business processes; creating effective approaches for new programs and projects (defining the what before the how); and teaching others best practices in these areas.

Resume

Education

M.P.H. Planning, University of California - Berkeley
M.S. Electrical Engineering (Systems), Stanford University
B.S. Electrical Engineering, Rensselaer Polytechnic Institute

Ask SCORE

            I own a small advertising agency, as well as being a wife and mother. I constantly read about women who “have it all” and would love to be one of them. How do they do it?

About the Author

 

          This column is brought to you by the Merrimack Valley Chapter of SCORE, with nearly 70 current and former business executives available to provide free, confidential, one-on-one business mentoring and training workshops for area businesses. Call 603-666-7561 or visit merrimackvalley.score.org for information on mentoring, upcoming 

Edward Gromada

Edward Gromada

Current City: Jamestown, RI
Chapter: Rhode Island

2011 to Present Retired

2009 to 2011 BLACKBERRY, INC.  WATERLOO, ON, CANADA
Consultant: Strategic Business Development

2000 to 2009 GLOBALWARE SOLUTIONS, INC.  HAVERHILL, MA
Vice President, Global Business Development (2004 to 2009)
Director, Global Marketing Operations (2002 to 2004)
Director of Global Business Integration (2000 to 2002)

1998 to 2000 IPC COMMUNICATION SERVICES, INC.  RONCQ, FRANCE
Vice President/General Manager, Europe

1995 to 1998 SEAGATE TECHNOLOGY, INC.  HEATHROW, FL
Director, Operations

1992 to 1995 THE GCS GROUP, INC.  BELMONT, MA
Principal

1977 to 1992 POLAROID CORPORATION  CAMBRIDGE, MA
General Manager

1974 to 1977 ANALOG DEVICES INCORPORATED  NORWOOD, MA
Senior Analyst

1971 to 1974 PWC LLP  BOSTON, MA
Senior Auditor

Resume

Education

Northeastern University  Boston, MA
Certificate in Advanced Studies in International Business, Post MBA Study

Northeastern University  Boston, MA
Masters of Business Administration

University of Massachusetts  North Dartmouth, MA
Bachelor of Science, Business Management

VivanTech

Randy Ozden originally came to San Diego to study computer science at San Diego State University. After a career working for large companies overseeing systems integration contracts, he decided to start a business. He had met some people who had started their own companies and felt that he had all their qualifications. In addition, "I was technical, I had done some programming, and I was a good storyteller who could speak about creating effective solutions at the executive level".

Randy and two other individuals provided initial funding of under $100,000. The company was fortunate to get customers quickly and no other outside capital has been needed. Today, the initial investors and the employees own VivanTech.

Owner/Founder
Randy Ozden
My Location
2020 Camino del Rio North, Suite 700
San Diego CA 92108
United States
Revenue
$13M
Employees
100
Year Company Formed
2003
My Successes

One of VivanTech's clients was in higher education, and they asked them to look at Kuali to replace their ERP (enterprise, resource, planning) system starting with their payroll. VivanTech decided to analyze Kuali, and liked what they saw, so decided to focus on developing custom solutions for universities who wanted to use Kuali.” Customers now include Stanford University, the University of Southern California and the University of Hawaii.

VivanTech is a tremendous small business success story because it demonstrates that companies can successfully make dramatic changes in direction by listening to customers. This openness along with developing thought out strategies and thorough due diligence resulted in dramatic revenue growth and a strong, trusted presence among the higher education IT community.

At each step along the way, VivanTech asked for SCORE’s assistance in researching options and the associated advantages and risks. This attention to careful and thorough planning, combined with the willingness to execute and take necessary risks epitomizes the entrepreneurial spirit that makes VivanTech an inspiring success story.

What's Great About My Mentor?

From the early days of VivanTech, Dick Leslie mentored VivanTech and made himself available according to their timing. When needed, he involved other mentors from SCORE to make sure VivanTech's needs were addressed.

How SCORE Helped

SCORE's mentoring has been significant because of continued availability to advise on many of topics and attendance at some of VivanTech's key management meetings, quarterly updates and yearly reviews.

SCORE provided mentoring in the following areas:

* Recommended the company narrow its focus to emphasize its depth of expertise in order to ensure success. Once the company executed on this, their successes increased and it became an important pivot point for growth.
* Supported entering the market of open-source enterprise software for the higher education market. This became the cornerstone for the company's change of direction and subsequently impressive revenue and profit growth.
* Advised VivanTech to develop families of products and services, plus product positioning and promotion as well as pricing. * Business planning - Both in moving to new markets, while also successfully supporting existing clients.
* Emphasized complete commitment to customer relations.

John Richeson

John Richeson SCORE Volunteer

John Richeson

Current City: Chula Vista, CA

Project Management and Process Improvement.  John retired from SDG&E in 2013 after 17 years of managing Fleet data systems for the company, and he and his wife now operate a part-time home-based business in Chula Vista.  Prior to joining SDG&E, John was a transportation consultant and software developer in Arizona for 4 years, served as an Assistant General Manager of the Los Angeles transit system for 10 years, and managed transportation infrastructure projects in Miami, Florida for 8 1/2 years.  He started his career with 4 years of experience as a Management Analyst for the City and County of Denver after receiving his Masters degree from the University of Denver. Throughout his career as a manager with large public and private corporations, and as the owner of 3 separate start-up businesses, John's specialty has been developing custom software applications (Fortan, PowerBasic, Visual Basic, VBA, SQL and HTML) for managing projects and optimizing processes for his employers and clients.

Resume

Education

M.A. - University of Denver

B.A. - Phillips University

Digital Doc Succeeds with SCORE

After months of researching possible franchise opportunities for personal electronic repairs, Bob recognized the need for this service in his community. After interviewing several franchisees, Bob signed a franchise agreement with Digital Doc and became the first operating franchisee in Iowa.

My Location
Cedar Rapids IA
United States
Employees
6
Year Company Formed
2013
My Successes

Within the first year of business, Bob has been able to hire two additional employees. In the upcoming months, Bob plans to open another store in a neighboring city. By having exclusive franchise rights to many counties in eastern Iowa, Bob plans to manage several franchises in the future.

How SCORE Helped

John Buckeridge, Bob's mentor, is a former franchise owner himself. He was able to help Bob in the early stages of business planning. John helped Bob point out areas that could improve his business plan and also helped with preparing a best-case and worse-case sales forecast. John also guided Bob with finding leasing space for his business, obtaining accounting services (to help with keeping track of cost and profits) and focusing on inventory management to help Digital Doc succeed.

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