Contact

Julie Bretoi
www.linkedin.com/in/julie- Order Capture (CPQ) Chief Product Owner at Thomson Reuters
bretoi-49459310 (LinkedIn) Cottage Grove, Minnesota, United States

Top Skills Summary

Siebel
Successful, experienced leader in CRM, CPQ implementations,
Requirements Analysis
sales operations and managing projects from inception to delivery.
Agile Project Management
Works with cross functional and global teams to define full scope
of projects starting with discovery, workflow, business process
and technical design through full implementation including testing,
communication, change management and training. Proven ability to
effectively manage several project simultaneously and deliver them
within budget and on time.

Experience
Thomson Reuters
28 years

Order Capture "CPQ" Chief Product Owner

October 2018 - Present (4 years 1 month)
Eagan, MN

Lead CPQ (Apttus) implementation native to Salesforce.com for all of

Thomson Reuters. Responsible for continued vendor relationships to fully
support the needs of our end users. Involvement includes development using
Agile methodology, licensing, support and future development. This solution
has delivered relevant business outcomes through process improvements,
cross selling capabilities and simplification efforts in addition to efficiency for
both the end user and back office fulfillment.

Order Capture "CPQ" Success Manager

November 2015 - Present (7 years)
Eagan, MN

Manage and drive a CPQ (Apttus) implementation native to Salesforce.com

for the Legal business, including global legal sales, operations, marketing
and technology. Responsible for vendor selection and relationships including
development, licensing, support and future development. This solution has
delivered relevant business outcomes through process improvements and
simplification efforts in addition to efficiency for both the end user and back
office fulfillment.
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Operations Manager
February 2011 - November 2015 (4 years 10 months)
Assist Government sales and account management executives, directors,
managers and staff by providing support in all aspects of the business.
Coordinate closely with channel management and other internal partners
to coordinate strategic initiatives in order to improve sales and account
management productivity and performance. Act as business process lead and
SME for global initiatives impacting field sales reps workflow and processes.

Manager, Sales & Operations Business Systems

April 2010 - January 2011 (10 months)
Manage growth and development of SFA/CRM systems such as Siebel
and OrderMation. Lead initiaves as an advocate for the field with regards
to systems that support existing and new roles processes and designed
workflow. Managed strategic direction of business system applications
leveraging integration and resources.

Sr. Project Manager

January 2005 - March 2010 (5 years 3 months)
Lead projects for the sales and account management organization related
to process, changes, pilots and business systems. Coordinate projects
that asses and look to change current processes and procedures to impact
efficiency and productivity. Develop detail project plans, monitor schedule,
and ensure resources and appropriate budget. Provide strategic analysis and
conducts organization review with executive management.

Team Lead - SFA Systems

June 2004 - January 2005 (8 months)
Retain all responsibilities as the Lead Business Systems Analysts
Additional responsibilities include:
Maintain project status to ensure projects remain on track for all team
members.
Prioritize feature set for enhancements and team responsibilities in
coordination with Director guidelines.
Liaison between segments and Project Managers/Analysts to gather
requirements.
Direct IT use of resources depending on current issues and development
efforts.
Supervise staff, including addressing all personnel issues and staffing
changes.

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Co-Project Manager
February 2003 - January 2005 (2 years)
Coordinated the distribution of software (EPIC) to 3000 internal users and
international distributors.
Ensure accuracy of all CPC entries made by analysts.
Wrote process documentation and workflow for price/product changes in CPC.
Member of the SAP Focus Group for pricing structure, rules and procedures
for R3.

LEAD BUSINESS SYSTEMS ANALYST

June 1997 - June 2004 (7 years 1 month)
Primary project manager for SFA tools including Mastermind, EPIC/CPC,
WAMS, TPM, CAP, OrderXpress, and Rep Locator.
Coordinate development efforts between the business, end users, and IT.
Wrote detailed test scripts, organized, and facilitated UAT testing using both
the internal ETS group with offshore resources, and department resources.
Lead and organize focus groups for system development, user needs and
future enhancements.
Wrote detailed user guides and documentation for several SFA tools.
Supervised a team of three analysts.
Determine yearly budget for all hardware and software requirements.
Primary responsibility for department training on systems and project
management process followed.
Thorough knowledge of development tools used by the business such as:
Tracker, Primus, Peregrine (Incident Management). Deployed development
tools including processes and training to entire department.
Coordinate support process between SAM Business Systems, STS and
Technical Solution Center.
Develop and deliver training to end-users in person (large and small groups)
and via Webex or teleconference on effective ways to use SFA tools.
Deployed inaugural Sales and Account Management intranet site. Coordinated
development with off-site web master, created work plan and verified team
stayed on track. Worked closely with internal departments to ensure accurate
information is displayed.
Draft weekly SAM News Capsule article to continue education and train end
users.
Responsible for daily monitoring and response to all Intranet feedback forms
and Rep Locator leads.
Familiarity with other sales tools such as the Commission System, Daily Sales,
etc.

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Close working relationship with territory administration and a full understanding
of the process.
Knowledge of sales cycles based on specific customer group.

TECHNICAL ADMINISTRATOR/MARKETING LIAISON

July 1995 - June 1997 (2 years)
Responsible for training, operation of and trouble-shooting computers for the
Sales Support Department.
Prepared proposal justifying department migration from Mainframe terminals to
Personal Computers.
Migrated entire department from Windows 3.1 to Windows 95, including
purchasing hardware and software, upgrade prioritization, and training.
Created bi-weekly 'tip' e-mails on how to navigate and use Windows, E-mail
and other standard tools.
Created training documentation and user manual for the West Group
Mainframe system and trained all new mainframe users in the sales areas
located throughout the U.S.
Liaison between Sales Support and Marketing and communicated current
marketing efforts to Sales Support.

TELEPHONE SALES REPRESENTATIVE

November 1994 - July 1995 (9 months)
Responsible for generating an average of $1000/day in direct sales and four
daily referrals through out-bound and in-bound calls.
Worked closely with dedicated field sales representatives to help support and
drive new business
Understanding of full product line and promotions

Education
Concordia College
BA, Computer Science & Music · (1988 - 1992)

Hill Murray High School

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