Consulting CFO to Small & Mid Sized Companies
We engaged Len to help us define business processes and implement a new ERP system while I was Interim CFO for a mid-sized technical services company that had recently been acquired by private equity partners. This project had many challenges and complexities including: there were no existing business processes, the staff was new with no project / systems implementation knowledge and timeline to implement was short.
Len quickly came up to speed on the current state, was able to evaluate our complex business problems and weigh potential solutions leveraging his extensive, practical, hands-on experience. He can easily be strategic or tactical, depending on the situation. Where needed, he utilized his strong network of experts to ensure efficiency and the appropriate outcomes.
He drives to a realistic customized solution that fits the business, while working well with all company personnel from field technicians to the CEO. He is very aware of and sensitive to the need for continued communications and change management for the entire organization as we moved through the many challenges of the project.
For me, Len is an exceptionally qualified consultant, trusted advisor, high-energy motivator and good friend. He has a long standing track record of continuously exceeding customer’s expectations and genuine approach with a high level of integrity. Len is inquisitive, stays ahead of technology and market changes, gives back to the community and truly cares about the outcome of his clients and peers.
ANDREA BALLINGER, MBA
HIGHER EDUCATION CTO
I first met Len as part of a consulting team I hired to help with my Advancement Technology Project, a project needing major business process mapping and re-engineering in order to implement a new CRM at a prominent higher education institution in Illinois. I then worked with Len again when I needed help with a major business process mapping and re-engineering effort to prepare another higher education institution in Illinois for a change in their student ERP. In both cases Len demonstrated a creative and innovative approach to help me deliver on these major changes in strategic direction using process re-engineering. Len is highly intelligent, enthusiastic, and disciplined, yet he has great interpersonal awareness competencies that help distinguish him from other consultants in the market.
BOB FLORIO, MBA/CMA
I met Len about seven years ago when I was VP Finance for a physicians practice and we were looking for a new Electronic Health Records (EHR) system, where we hired Len’s firm to assist us. I also joined for a brief period the consulting firm where he worked, where we interacted on a couple of accounting system projects. I greatly enjoyed and respected working with Len in his role as an outside consultant and as a colleague. Len is always positive and energetic, which are necessary attributes on these challenging projects. He had not had deep experience in medical practice EHR systems at the time we hired his firm, but he brought a methodology to identify and compare the various vendors and also to look at our business processes. From this he helped our executive team identify the best EHR solution.
With regards to mid-market accounting systems, Len’s knowledge is amazing. When we worked together briefly at the same consulting firm I asked for his advice on the best accounting systems to investigate for a potential client. We went into a conference room with a wall of white boards about 5′ high and 12′ long. Len drew a large matrix, with accounting systems listed down the rows and the functions and features across the columns. During our meeting of approximately 2 hours Len filled in from memory this large matrix comparing vendor functionality. Also, Len had no preference or bias towards any particular vendor, but simply wanted to help me find the best starting point for our client.
In summary, Len’s in depth knowledge of the vendors and products, and his independence, are a great combination for any client.
HOWARD SCHWEDEL, MBA
CEO | Certified Executive Coach and Franchise Advisor | Career Transition Specialist
I first met Len in 2010 when I was starting Schwedel Coaching Services. One of the partners of Warady & Davis LLP, introduced him as someone I needed to know and that has proven to be true.
Len’s first helpful act was to invite me to attend the networking group he runs, Financial Leaders Association in Buffalo Grove, IL. Monthly, I observed Len’s warm approach to myself and others who he personally introduced and connected to people that he knew and that could be helpful to me. I quickly learned that people Len connected me with were professionals who were well worth knowing. The level of knowledge and the quality of my connections in my own network quickly improved.
Soon, I got to know Len as more than an expert networking partner. At the time, he was working with on a variety of consulting engagements centered around software selection and their successful implementation, process transformation and change management. I was consistently impressed by his broad knowledge of systems and software.
Now that Len has founded his own consulting practice, he continues to be the source for guiding companies and their leaders in selecting the correct technology solutions to help them solve complex process problems and implement successful strategies to improve their organizations.
Nela Canovic, MBA
Writer | Content Strategist & Creator | Fortune 500 technology & media leaders
I recruited Len for a webinar engagement on an ERP related topic, and what caught my eye was his strong background in addressing organizational challenges from a unique people, process and technology perspective. During our collaboration, what I found most rewarding was Len’s attention to detail: he was focused on the client’s needs and was an attentive listener in the kickoff dialogue; he demonstrated a high level of preparation to address the client’s pain points; and he used a methodical approach to develop the webinar discussion so that it was both engaging and informative to the participants. Despite the short time frame to prepare, Len successfully managed the webinar discussion and delivered supporting content on the topic.
I recommend his services particularly if your business is at mid market level, or you are a fast growing smaller company looking for a trusted advisor to improve your business processes. I hope our paths will cross again in the future, as I would enjoy working with Len again.