Douglas J Utberg, MBA

Instaperq

Instaperq’s vision is enable customers to 'get what they really want' while business partners only pay for results.

Chief Executive Officer

BairesDev

We are your nearshore partner for software development.

Our approach centers on understanding before action, offering tailored solutions: dedicated teams,
outsourced projects, staff augmentation, and more.

With over a decade of experience, BairesDev has collaborated with startups, SMBs, Fortune Global 500
companies, and industry disruptors across the world. Our clients include brands like Google, J&J, and Rolls Royce.

We employ a team of 4,000+ rigorously vetted bilingual software professionals from the Americas and the Caribbean. They represent the top 1% of talent across 50 countries.

Our track record boasts hundreds of satisfied clients and on-budget, on-time project delivery. We're ready to provide the same high-quality results for you.

We transform your biggest business and tech challenges into value-driven outcomes and lasting
partnerships.

Senior Business Advisor

People First Leaders

The People-First Leaders Podcast shares insights from business leaders who prioritize customer value and growing their people.

Podcast Host & Strategic Partner

Slalom

SAP Deployment & Training Lead

ServerLogic Corporation

Program Management Director for IT projects, professional services, and recruiting value streams.

Director of Program Management

ERP Data System Deployment Lead during the client's Workday Financials Implementation.

Key Projects:
• Resource Planning: Owner & Architect of the interim IT Headcount reconciliation process during the Workday Transition.  Impact: Provided resource visibility to the CIO during system transitions, enabling active management of the IT cost profile

• Risk Register: Established a risk register and mitigation tracking process during the workday transition.  Impact: Risk items were documented and assessed for severity + likelihood of impacts with mitigation efforts tracked

• Budget Option Analysis: Architected a budget turnaround playbook in the midst of a system transition and corporate reorganization to address cost challenges and execute the three prime corporate initiatives.  Impact: Cut through the noise to build & articulate real options with associated benefits + trade-off’s.

ERP Deployment Specialist

Lattice Semiconductor

Key driver of the technology turnaround initiative with ownership of creating + delivering the proposals/messaging to the CEO, CFO and executive staff.  Owner of building, presenting and implementing the strategic long range plan (SLRP) for Lattice Technology.  Full ownership of the department budget, forecasting, ad-hoc analysis and tracking key results.  

Key Achievements:
•	Project owner and program manager for the cloud-based core revenue system implementation to replace a legacy structure that was running without source code.  Impact: Stabilized, SOX compliant system
•	Influenced the Executive Leadership Team to fund information security and advanced revenue analytics projects to capture key customer designs and optimize margins.  Impact: $400m/year revenue opportunity
•	Owner and influencer for the overall Technology budget.  Successfully influenced Accounting to revise capitalization policy based on industry data and GAAP guidelines.  Impact: Funded turnaround within budget
•	Influenced a changed paradigm of capital cost recognition across the Finance organization to absorb project costs as deployable fixed assets and accurately amortize Technology costs across the useful life of team initiatives.  Impact: Established & implemented an industry-standard capital amortization methodology
•	Key driver of process improvement & simplification across the Technology landscape to dramatically reduce technical risk and rapidly deliver needed information to business customers.  Impact: Process improvement aligned with corporate strategic goals.
•	Built and delivered the information security change messaging to departments and sites across the company.  Impact: Strong relationships across the company as a trusted advisor
•	Owner of the cross-enterprise project and policy governance process.  Impact: Driver of dynamic prioritization, oversight and execution of corporate technology initiatives

Information Technology Program Management Office Manager

Portland State University - School of Business

Instructor for Finance Information Systems & Analytics in Master of Finance program
>Emphasis on the SAP data suite
>Organization of Data for Performance and Usability
>Extraction & Cleansing of Data
>Usage of Data & Analytics for Managerial Decision Making

Professor Adjunct - SAP Financial Data Systems

Intel

Provided leadership throughout core FP&A processes through corporate planning.  Managed an organization of 6 direct reports, 2 matrix reports, and 1 consultant along with multiple business partners as a cohesive team.  Drove the implementation of SAP and BW/HANA as the core Finance ERP system and integrated it into the corporate FP&A processes.  Leader of the training & collaboration process with business partners to drive efficient operations.
Key Achievements:
•	Stepped-in to lead a severely distressed revenue system implementation by leveraging knowledge acquired in the central revenue & pricing team.  Impact: Revenue processes successfully migrated to SAP
•	Built and deployed systematic algorithms to automate manual Forex forecast processes with higher accuracy, which influenced >5k hours per year of efficiencies.  Impact: >$250k of time cost savings
•	Spearheaded multiple initiatives to align and optimize data flows across systems within BPC and HANA databases while reducing technical debt and optimizing performance.  Impact: Corp processes moved off excel
•	Played a leadership role in FP&A, P&L, and forex consolidations to build earnings guidance for corporate planning and data quality for external reporting.  Impact: Removed the need for multiple manual data checks
•	Directed the development, deployment, and continuous improvement of SAP to enable new data views and processes while driving data quality, efficiency and accountability.  Impact: Eliminated errors from manual data
•	Supervised the integration of acquired companies into the corporate business process and data systems, which aligned financial metrics for investment and divestiture decisions.  Impact: Successful M&A Integration

Senior Finance Manager - SAP Corporate PnL, FP&A, FX and Analytics

Driver of roadmap decisions based on the enterprise-wide impacts to market share, cost structure, brand segmentation, pricing, and manufacturing capacity. Regularly formulated revenue & pricing analysis using expected value distributions and Monte Carlo analysis to determine where a positive or negative skew of outcomes was present. Created and implemented pricing strategies that tested willingness of customers to pay for specific types of product performance. Developed & implemented a competitive benchmarking model for slim notebooks to model retailer product placement.   
Key Achievements:
•	Played a key role in multiple branding decisions (Core i3/i5/i7 and Pentium/Celeron) that increased value from brand-price segmentation and prevented a material collapse in brand price points.  Revenue Impact: >$5B
•	Influenced key Core i3/i5/i7 distributor price segmentation decisions to extract value from superior product performance while maintaining brand stack continuity.  Revenue Impact: $1.5B Upside
•	Influenced multiple cash optimal pricing decisions through knowledge of cost accounting.  Business Impact: Prevented >$500M of Revenue Erosion
•	Analysis of financial risks and benefits from business initiatives.  Impact: “Playbook” of strategic options

Finance: Revenue & Pricing Specialist

• Strategic Analysis – Performed detailed strategic analysis of Microsoft, Google, and Open Source Software vendors based on deep analysis of the 10-K, 10-Q and 8-K to extract business intelligence
• Dynamic Prioritization – Designed methodologies for prioritizing software enabling activities, based on a composite score of key characteristics of the project and the target market area
• Data-Based Influencing – Use of data-based analysis to influence investment prioritization in China, software vendor enabling prioritization, and return on investment for software enabling

Finance: Software Strategic Analyst

• Cost Optimization – Led the cost reduction committee to drive down unit cost through vendor negotiations, competitive benchmarking and strategic sourcing of parts.  Results: >$2M/yr of savings
• Profitability Analysis – Leader of unit margin analysis & optimization initiatives to prioritize engineering and marketing initiatives.
• Inventory Management & Optimization – Reduced inventory reserves and raw materials inventory exposure through weekly monitoring of demand volumes and by driving a physical count of inventory after a system transition to ensure that reported numbers were correct.  Result >$500k of double-counted inventory discovered and corrected in the system.

Finance: SAP Cost & Inventory Analyst

US Marine Corps

• Squad Leader – Responsible for skill development and deployment readiness

SGT - Combat Engineer (6th Engineer Support Battalion)

With over 20 years of experience in finance, enterprise data systems, and strategy, I connect with business leaders who place their people and customer value first.

Creating value is often a matter of consistently doing the simple things well over a long timeframe.

Principal Consultant & Podcast Host

Terminal Value is a little different from the average consultancy.

We partner with startups to design and implement a business architecture that facilitates rapid growth, cost optimization and end-to-end data integration.

In the end, we are about superior value for our clients.  

Achieving similar results typically requires retaining a team of consultants from a firm with a national brand that carries an enormous price tag and involves long lead times to accommodate managerial reviews.

End to End Business Architecture:
Getting from 'I have an idea' to 'I have a business' can be a very complex and chaotic journey when navigating the jungle of vendors, clients and investors.  Our 'secret sauce' is to ensure that you step past the typical business landmines while transforming your idea into a disruptive business.

Transparency:
Learning from mistakes is the fastest way to create success.  Our commitment is to share both in an open manner so that nothing is hidden.

We believe in the importance of the local community.
I am active in the Newberg Rotary, partnering to place "Service Above Self" in my life and business.

Podcast:
The Terminal Value Podcast brings actionable insights & ideas to Entrepreneurs and Executives.  

Subscribe below and connect so that we can work together and create something wonderful.

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