About Us

Empowering Businesses to Turn ERP and CRM Data into Decision-Ready Information

Preferred Strategies is an employee owned (ESOP) company and a team of 25 hard working, talented people dedicated to helping organizations turn their ERP and CRM data into decision-ready information. We are passionate about giving our clients the competitive advantage they need to make smarter business decisions and achieve their business goals.

Who we help

Based on decades of domain knowledge and experience in ERP, CRM, and analytics, our solutions are tailored specifically for customers who want to connect Power BI and other Microsoft Analytics technologies with the following applications:

 

How we do it

We have spent thousands of hours developing a Governed Decision Framework called QuickLaunch that transforms data from complex ERPs (JD Edwards and Viewpoint) and Salesforce CRM, into decision-ready information so people can make business decisions faster and with more confidence.

The foundation of QuickLaunch consists of a packaged governed data model and methodology that becomes a single source of truth for companies to effectively integrate and analyze ERP, CRM, and any other data that is important to them.

QuickLaunch intelligently leverages several market-leading technologies, including:

  • Microsoft Power BI
  • Microsoft Excel
  • SQL Server Analysis Services (SSAS) Tabular
  • SQL Server Integration Services (SSIS)
  • SQL Server Reporting Services (SSRS)
  • Power BI Premium Datasets

What makes us unique

Domain Expertise

Salesforce CRM, JD Edwards, and Viewpoint ERP knowledge combined with market-leading analytics.

Product

QuickLaunch Governed Decision Framework

Approach

Time to Value — getting companies up and running in matter of weeks, not months.

QuickLaunch Community

Relentless commitment to bring value through our customer partnerships and training programs.

What drives us

As an ESOP company, everyone is an owner and just like the data-driven companies we partner with, we are goal-oriented. As such, we have adopted Objectives and Key Results (OKRs) to keep team members aligned with the company vision and corporate goals. We are happy to share examples of our current objectives categorized by these four perspectives of performance.

Customers

Provide the highest value experience in order to delight and retain our customers.

Learning & Growth

Create a high-performance team where team members can grow, engage in meaningful work, feel confident with risk taking, and take ownership in their contributions.

Internal Process

Improve the product development process in order to ensure continued timely delivery of QuickLaunch.

Financial

Implement sales and marketing initiatives in order to educate customers and grow revenues to maintain financial sustainability.

Our Net Promoter Score (NPS)

We’re not afraid to say that we have our sights set on reaching 100% customer satisfaction and reference-ability. The Net Promoter Score is a well-known gauge we’ve adopted to measure our progress.

Interpreting Our NPS Score

With a range of -100 to +100, a positive score or NPS above 0 is considered “good,” +50 is considered “excellent,” and above 70 is considered “world-class.”

At Preferred Strategies we are proud of our current world-class score of 75 and we will happily continue to share our progress as we strive to reach the +100% mark.

Meet the Preferred Strategies Team

  • Adam Crigger
    Founder/President

  • Josh Chapman
    Vice President of Global Services

  • Marla Nelson
    Vice President, BI Solutions Architect

  • John Gooding
    Vice President of Product Development

  • Terry Rebelo
    Business Administrator

  • Frank Di Lorenzo
    Client Relationship Director

  • Joe DiPietro
    Sales Director

  • Lyle Bergerson
    BI Technical Consultant

  • Teresa Cardoni
    BI Solutions Consultant

  • Ben Harrison
    Vice President of Product Management

  • David Kettinger
    Data Analytics Consultant

  • Ramon Fernandez
    BI Solutions Consultant

  • Sally Maddox
    Senior Project Manager

  • Paula Fredericksen
    Customer Success Director

  • Jason Panza
    Data Analytics Consultant

  • Seth Parker
    BI Solutions Consultant

  • Annette Van Guilder
    Product Development

  • Michelle Werkmeister
    BI Solutions Consultant

  • Shaunda Wiering
    BI Solutions Consultant

  • Jill Rowe
    Sales Director

  • Connie Thomasser
    Business Development Manager

Careers @Preferred Strategies

We’re hiring! Please submit your resume to careers@preferredstrategies.com

BI Solutions Consultant

5+ years of experience working on Business Intelligence and Analytics related projects using Microsoft BI technologies. Primary emphasis of this role is to perform core implementation and consulting services for new and existing customers.  This role requires a solid understanding and use of T-SQL and Microsoft BI technologies.  JD Edwards domain knowledge is a plus but not required. 

Position Overview

Expected job responsibilities include:

  • Installing and configuring QuickLaunch elements on customer environments including SQL Database Views, SQL Server Integration Services (SSIS) Packages, SQL Server Analysis Services (SSAS) Tabular Models, SQL Server Reporting Services (SSRS) reports, and Power BI reports and dashboards.
  • Delivering BI consulting services to customers (T-SQL, SSIS, SSAS, SSRS, Power BI, etc.)
  • Assisting in the product development of QuickLaunch for Microsoft BI
  • One-on-one interaction with customers via remote desktop as well as on on-site engagements
  • You will maintain the high quality of services that our customers have come to respect, and, on which we have built our reputation. You will work with some of the best and brightest people in the industry; people who care about our customers and care about helping them achieve the results they seek.

Requirements

  • In-depth knowledge of Microsoft reporting/business intelligence applications
  • In-depth knowledge of T-SQL, SSAS, SSIS, SSRS & Power BI
  • In-depth knowledge of the JD Edwards World and/or EnterpriseOne ERP is a plus

Experience with the following:

  • Microsoft BI solution including SQL Server 2016/2017 (SSRS, SSAS, SSIS), PowerBI, SSAS Tabular Models (DAX)
  • Experience with Data Warehousing and ETL Microsoft SSIS
  • Strong technical knowledge in databases and database SQL (SQL Server, Oracle, DB2)
  • Strong analytical, problem solving, and conceptual skills
  • Strong verbal and written communication skills, with the ability to express complex technical concepts in business terms
  • Demonstrated ability to work in a fast-paced, collaborative team environment
  • Excellent organizational skills with the ability to work on multiple projects simultaneously

Additional Requirements

  • Education – Bachelor’s degree required; Computer Science, MIS, Engineering, Business Administration, or related discipline is preferred
Data Analytics Consultant

5+ years of experience working on Business Intelligence and Analytics related projects using Microsoft BI technologies. Primary emphasis of this role is to perform consulting services that deliver value-added BI content to business users. This role requires a great deal of modeling presenting data with T-SQL, SSAS Tabular/DAX, and Power BI.

Position Overview

Expected job responsibilities include:

  • Learning the fundamentals of QuickLaunch elements including SQL Database Views, SQL Server Analysis Services (SSAS) Tabular Models, SQL Server Reporting Services (SSRS) reports, and Power BI reports and dashboards.
  • Delivering BI consulting services to customers using the following technologies (T-SQL, SSAS, and Power BI)
  • Assisting in the product development of QuickLaunch leveraging the latest Microsoft BI Analytics capabilities
  • Delivering Knowledge Transfer workshops to customers and developing internal training videos for QuickLaunch Academy
  • One-on-one interaction with customers via remote desktop as well as on on-site engagements
  • You will maintain the high quality of services that our customers have come to respect, and, on which we have built our reputation. You will work with some of the best and brightest people in the industry; people who care about our customers and care about helping them achieve the results they seek.

Requirements

  • In-depth knowledge of Microsoft reporting/business intelligence applications
  • In-depth knowledge of T-SQL, SSAS, & Power BI
  • In-depth knowledge of the JD Edwards World and/or EnterpriseOne ERP is a plus

Experience with the following:

  • Microsoft BI solutions including SQL Server 2016/2017 Analysis Services Tabular (SSAS) & PowerBI
  • Strong technical knowledge in databases and database SQL (SQL Server, Oracle, DB2)
  • Strong analytical, problem solving, and conceptual skills
  • Strong verbal and written communication skills, with the ability to express complex technical concepts in business terms
  • Demonstrated ability to work in a fast-paced, collaborative team environment
  • Excellent organizational skills with the ability to work on multiple projects simultaneously

Additional Requirements

  • Education – Bachelor’s degree required; Computer Science, MIS, Engineering, Business Administration, or related discipline is preferred
BI Solutions SQL Developer / ETL Architect

3+ years of experience working on Business Intelligence and Analytics related projects using Microsoft BI technologies. Primary emphasis of this role is to perform product development and consulting services for new and existing customers. This role requires a solid understanding and use of T-SQL, SQL Server Integration Services (SSIS) and SQL Server Analysis Services (SSAS) Tabular technologies. JD Edwards domain knowledge is a plus but not required.

Position Overview

BI Solutions SQL Developer/ETL Architect Responsibilities and Duties:

  • Product Development and installation of Preferred Strategies QuickLaunch product and Microsoft BI content, which includes SQL Database Views, SSIS Packages, SSAS Tabular Models, SQL Server Reporting Services (SSRS), and Power BI reports and dashboards
  • Extract, Transform, and Load (ETL) development using Microsoft SSIS
  • Architecting, Developing, and Data Modeling BI Solutions internally and for customers
  • Joining the product development team of QuickLaunch for Microsoft BI
  • One-on-one interaction with customers via remote desktop as well as on on-site engagements
  • You will maintain the high quality of services that our customers have come to respect, and, on which we have built our reputation. You will work with some of the best and brightest people in the industry; people who care about our customers and care about helping them achieve the results they seek.

 

BI Solutions SQL Developer/ETL Architect Qualifications:

  • In-depth knowledge of T-SQL and SSIS
  • Microsoft BI Solutions including SQL Server 2016/2017 (SSIS, SSAS, SSRS), Power BI, SSAS Tabular Models (DAX)
  • Strong technical knowledge in databases and database SQL (SQL Server, Oracle, DB2)
  • Experience with Data Warehousing and ETL Microsoft SSIS
  • Strong analytical, problem solving, and conceptual skills
  • In-depth knowledge of reporting/business intelligence applications
  • Strong verbal and written communication skills, with the ability to express complex technical concepts in business terms
  • In-depth data modeling and architecting data warehouse environments
  • Demonstrated ability to work in fast-paced, collaborative team environment

 

BI Solutions SQL Developer/ETL Architect Bonus Points:

  • Development of internal applications and scripters with C sharp, etc.
  • Knowledge of JD Edwards, Viewpoint, or other large complex ERP environments
  • Experience on the business side of reporting and analytics
  • Education – Bachelor’s degree required; Computer Science, MIS, Engineering, Business Administration, or related discipline is preferred, but not required

 

BI Solutions SQL Developer/ETL Architect Working Location:

  • Working Location: In Soquel, CA office or potential to work remotely
Marketing and Administrative Coordinator

Preferred Strategies is a Santa Cruz based company of 18 years who is passionate about data and partnering with companies who are committed to becoming data-driven organizations.  Preferred Strategies has developed an analytics software solution called QuickLaunch which helps customers use their corporate data to make informed business decisions.

Marketing and Administrative Coordinator Job Responsibilities:

  • Markets products by developing and implementing marketing and advertising campaigns.
  • Tracks sales data, maintains promotional materials inventory, plans meetings and trade shows, maintains databases, and prepares reports.
  • Implements marketing and advertising campaigns by assembling and analyzing sales forecasts; preparing marketing and advertising strategies, plans, and objectives; planning and organizing promotional presentations; and updating calendars.
  • Prepares marketing reports by collecting, analyzing, and summarizing sales data.
  • Keeps promotional materials ready by coordinating requirements with graphics department, inventorying stock, placing orders, and verifying receipt.
  • Plans meetings and trade shows by identifying, assembling, and coordinating requirements, establishing contacts, developing schedules and assignments, and coordinating mailing lists.
  • Monitors budgets by comparing and analyzing actual results with plans and forecasts.
  • Updates job knowledge by participating in educational opportunities and reading trade publications.
  • Accomplishes organization goals by accepting ownership for accomplishing new and different requests.
  • Explores opportunities to add value to job accomplishments.
  • Create new or modify existing marketing collateral consisting of data sheets, whitepapers, blog posts, and other website updates.
  • Working with Salesforce.com CRM to meet company initiatives
  • Assisting with administrative functions such as legal, human resources, or financial

This job is intended to be performed onsite at Preferred Strategies headquarters in Soquel, CA.  Office hours are 8am – 5pm Pacific Time.  This position is flexible for part-time or full-time employment. 

Marketing and Administrative Coordinator Qualifications / Skills:

  • Direct marketing
  • Market segmentation
  • Marketing research
  • Coordination
  • Project management
  • Reporting research results
  • Understanding the customer
  • Process improvement
  • Initiative
  • Planning
  • Financial skills
  • Professional writing
  • Flexible
  • Willingness to learn new capabilities

Education and Experience Requirements:

  • Bachelor’s or master’s degree in marketing or a related field
  • Proven working experience in digital marketing, particularly within the industry
  • Demonstrable experience leading and managing SEO/SEM, marketing database, email, social media and/or display advertising campaigns
  • Highly creative with experience in identifying target audiences and devising digital campaigns that engage, inform, and motivate
  • Solid knowledge of website and marketing analytics tools
  • Working knowledge of ad serving tools
  • Experience in setting up and optimizing PPC campaigns on all major search engines
  • Working knowledge of HTML, CSS, and JavaScript development and constraints

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