The Optimized Office

Full-service organizational development consultation and services for small to medium business owners.

Most common key deliverables offered to clients have included:

✔️ HR: Recruiting and onboarding program, KPI's, bonus plans, staff planning, recruiting services. 

✔️ Training and development: 1x1 coaching and team workshops for communication, team building, supervisory skills, meeting improvement, and organizational skills. 

✔️ Finance: Planning and comprehensive implementation to maximize existing revenue streams.

✔️ Office processes & organization: Office processes for A/R, A/P, customer intake, and workflows.

Organizational Development Consultant

Preppio: Remote Employee Onboarding

Advisory Services

1st Gen Entrepreneurs

Founding Member

The Coconut Traveler

Sustainable Business Consultant

Markee Valuations, LLC

Limited duration engagement. Primary key deliverable: Organizational development to support business growth and staff expansion. Project workflow development and staff planning, recruiting, and onboarding. Secondary contributions: Finance Analyst responsibilities.

Organizational Development / Finance Analyst

Archdiocese of Portland in Oregon

Managed all administrative aspects of a clergy personnel office. Restructured and improved numerous processes for annual events, reports, meetings, and personnel transitions. Comprehensive department improvement plan, project management guide for implementation of the plan, training guide, and detailed plan for onboarding future staff.

Office Administrator/ Organizational Development

Audigy

The purpose of this role was to coach audiology practice owners using strategic business platforms while perpetuating growth in their business operations.

Operations Manager

YESCO

While retaining the responsibilities of my previously listed position, I managed a service/selling branch of 30+ employees. Transitioned this branch office to a new location and restructured the staffing model to maximize efficiency and exceed profitability objectives. Strategic planning and analysis included opening 3 satellite branch locations.

Branch Manager/ Assistant Division Manager - Finance

Division finance/credit manager duties and oversight of four branch offices including a team of five office staff. Reorganized duties to increase efficiency and productivity after a necessary labor reduction equaling a loss of 100 labor hours a week.

Business Office Manager/ Assistant Division Manager - Finance

Executive Assistant

In a world of endless options, I help clarify the simplest path to a productive, engaged workplace. It’s all about the right people and the right processes.

With experience working in both large and small companies across various industries, from entry-level to upper management, I have a unique perspective on what it takes to succeed. As a Credit Manager, Finance Analyst, and member of a consultant management team, I've had the opportunity to see the inner workings of over 60 small businesses.

From these experiences, I've gained valuable insights that shape my approach. For instance:
💡Success and failure are measured differently for each organization.
💡Engaged teams are essential to achieving a business's mission.
💡The simplest ways to increase employee engagement are often overlooked.
💡Miscommunication is costly and underlies most issues.
💡There are many right ways to achieve an exceptional outcome.

If you'd like to talk more, feel free to message me or go to www.optimizedoffice.com and book a chat. I'd love to learn more about you!

Rachel Marie

Director

Aristocrat

• Develop and manage Aristocrat’s first Sales Enablement program.
• Direct packaging, training and release of all games for North America Class II & III markets.
• Pioneer of interactive product road maps, product slicks with How to Play and Bonus Highlight videos, and other sales tools.
• Work with key business lines to determine strategic initiatives for proper sales execution.
• Develop agenda for yearly Sales Summit.
• Manage trade show product training, customer presentation deck, and support Sales with customer pre-show meetings and on-floor product demonstrations.
• Create sales onboarding program that encompasses the gaming industry, products, game development, and sales processes.
• Consistently introduce tools to make Sales’ job easier while on the go, such as product dashboards, product master decks, interactive road maps and hardware guides.

Director, Sales Enablement

• Proud to be part of a team that grew recurring revenue from third to first place in the market.
• Responsible for managing the release of recurring revenue products and hardware, including Lightning Link, Dragon Link, The Walking Dead, Game of Thrones, Buffalo and more.
• Create product training, product materials, and customer/operator testimonial videos.
• Introduced the first customer-facing games product road map for Aristocrat.
• Collaborate with Sales to structure product and support client needs.
• Represent product internally, at trade shows, and in customer meetings.

Senior Product Marketing Manager

Transact Technologies

• Establish product road map for Epicentral enterprise marketing database software.
• Direct promotional activity including branding, sales presentations, brochures, trade shows and other communication media for Epicentral software product.
• Collaborate with Sales to structure product and client needs.
• Represent product at trade shows and customer properties.
• Direct and conduct “Voice of Customer” requirements for product.
• Create product training, customer and operator testimonial videos.

Director of Marketing, Epicentral

Bally Technologies

• Establish long-term strategies for $400M premium recurring revenue gaming products.
• Develop product road maps and direct business for new products or upgrades.
• Manage product launches of licensed brands such as Grease, Michael Jackson, Titanic, ZZ Top, Pawn Stars, Betty Boop, Beach Boys, Playboy and other brands.
• Collaborate with product specialists and business line managers to plan, schedule and deliver release features to meet corporate strategic goals.
• Present technology to Senior Management, Account Executives, and customers.
• Partner with the corporate marketing team to plan and review media for launches.
• Work with outside vendors to design and package overhead signage.
• Manage development of 10+ play-for-fun Apple game applications.
• Guide Project Management, Manufacturing, and Field Service in product execution.
• Achieve sales and operating profit objectives through financial analysis.
• Release products via PowerPoint presentations in Brainshark, write release scripts, appear in professional release videos, and create release documents
• Responsible for management of eight employees; one Product Manager, three Associate Product Managers, two Technical Writers, and two Graphic Artists.

Senior Product Manager

• Manage all project tasks for the reel spinning & wide area progressive divisions.  
• Successfully coordinated, tasked, and completed 200+ projects.
• Work with all departments including the C-suite to define project specifications.
• Perform cost/benefit analysis in support of corporate projects.
• Define and track project milestones, staffing, and schedule deliverables.
• Manage resources to ensure projects remain on track and within budget requirements, while providing visibility to senior management in a timely manner.
• Ensure deliverables are released properly to Manufacturing.
• Responsible for development and management of one Associate Project Manager.

Senior Project Manager

Amailcenter Franchise Corporation

• Regional Manager for 24 franchised units with combined sales of $2.5M plus.
• Perform field visits, provide operator guidance, and protect company standards.
• Provide support for operational issues, POS software, and computer hardware.
• Responsible for the direction and growth of the training department.
• Develop training materials, class curriculum, and manage classroom instruction.
• Perform onsite training during the first three days of operation for new stores.

Regional Manager/Director of Training

Dreyer's Grand Ice Cream

• Responsible for the proper inventory and submission of reports for 250 stores.
• Write and manage the consignment schedule for 4 zone managers and 40 salesmen.
• Create training/job description manual for the Consignment Specialist position.
• Perform troubleshooting of inventories that fail to meet the target goal.

Consignment Specialist

Smith's Food & Drug

Front-End Manager
• Responsible for assisting Store Director with managing 125 employees in a retail environment with sales greater than $500,000 per week.
• Handle cash security, safes, conduct store walks, and maintain company standards.
• Assist customers with requests and resolve any service issues.
• Create teamwork among employees to maintain an efficient running front-end.

District Trainer
• Compose training schedules, hire applicants, perform classroom instruction, and present ‘New Hire’ orientations to groups as large as 280 individuals.
• Successfully opened 33 grocery stores, interviewed over 3,500 applicants, trained over 2,100 employees, and participated in rewriting California training manuals.
• Credited with the lowest cost for a new store opening.
• Assigned to a task force to trim training costs, saving company $64,000 per opening.
• Trained six individuals to become District Trainers.

Front-end Manager

• 12 plus years of product management experience in a software/manufacturing environment.
• Managed 100+ software products on 19+ innovative cabinets for recurring revenue product lines.
• Managed licensed brand products such as Michael Jackson, Grease, Titanic, Friends, Betty Boop, ZZ Top, Pawn Stars, Duck Dynasty, David Copperfield, Buffalo, Tarzan, Lightning Link, Dragon Link.
• Experienced in supervising teams and working with all levels of management.
• Veteran in presenting information to large groups, representing company products at trade shows, customer field visits, partnering with Sales, Software Development, Hardware Engineering, Corporate Marketing, customer/operator panels, and studying market trends.
• Six years of project management experience in a manufacturing/software environment.
• Familiarity in writing schedules, functional requirement documents, controlling costs, and planning in an Agile lifecycle environment.
• Supervised 125 employees in a retail environment with sales of $500K+ per week.
• Successfully opened 40+ new commercial stores and trained over 2,100 employees.
• Comfortable with Microsoft Office, Agile, SharePoint, Highspot and Brainshark software.
• Pragmatic Marketing certification.

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Rachel Marie

Michael Moosman

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