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Our Implementation Approach

Our collaborative methodology has led to a perfect 100% client acceptance of Axiom solutions.

A PROVEN APPROACH

Our implementation team has developed industry-specific programs to make the onboarding, design process and ongoing communication second to none. Our consultants all undergo extensive training before working engagements, which ensures that implementations stay on-track and have expert guidance along the way.

We understand that having a knowledgeable implementation consultant often ensures a successful project launch. That’s why we only hire consultants with applicable industry experience and core finance and technology backgrounds. Simply put, our goal is to have our Implementation Consultants provide guidance to craft solutions that work effectively, can scale with your organization, and implement easily. Our industry alignment ensures that lessons learned from prior implementations are applied to new projects.

Read more about some of our consultants below

MARY KATHERINE WHITE

Mary Katherine (M.K.) White is Vice President of Professional Services in the Software Division at Kaufman Hall. M.K. oversees the software consulting operations for the division’s healthcare, higher education, and financial institution verticals. She also works closely with a team of directors to manage the day-to-day operations of the Software Consulting team to ensure the highest levels of user adoption and client satisfaction. Prior to joining Kaufman Hall in 2013, M.K. held a number of senior management positions focusing on professional services. She holds a B.A. from the University of Virginia. When not delivering world-class implementations to Kaufman Hall's customers, M.K. enjoys participating in competitive sporting events, traveling and spending her summers on Lake Michigan.

JOSEPH MORRISON

Joe is an Assistant Vice President and Consulting Team Lead supporting the Axiom Healthcare Suite, supporting Budgeting, Forecasting, and Performance Reporting solutions. Prior to joining Kaufman Hall in 2011, Mr. Morrison was Corporate Budget System Administrator for the Detroit Medical Center. In this role, he served as a system-wide liaison responsible for development and training related to budgeting and financial reporting. He also implemented policies and procedures for ensuring data integrity of the budgeting system, and conducted economic analyses for various new programs, acquisitions, and capital projects. Joe holds an M.S. in Finance from Walsh College of Accountancy and Business, and a B.A. in Accounting from the University of Michigan-Dearborn. Joe enjoys watching University of Michigan football games during the fall.

LAURA ROBERTS

Laura is the Director of Professional Services for Axiom’s Financial Institutions practice. In this capacity, Laura serves as the executive sponsor and for Axiom’s software delivery projects for Financial Institutions. Laura has over 20 years of experience in financial systems implementation, budgeting & forecasting, and management reporting. Laura loves spending time with her family, relaxing at their cabin on Priest Lake in northern Idaho.

BRANDON BLOOMQUIST

Brandon serves as a Practice Lead for Axiom's Higher Education software implementation practice. Brandon has worked with Axiom Software since 2011. Prior to Kaufman Hall, Brandon spent 5 years at a large Fortune 100 company as an analyst and consolidator. He has worked with billion dollar assets for 1,500 person budgets for factories, software and product groups and has extensive experience developing financial reporting solutions. Outside of work, Brandon loves being outside, connecting to nature through water, including three week-long trips rafting the Grand Canyon.

PAUL PANTHER

Paul is a senior finance professional and Practice Lead for the financial institutions with over 25 years’ experience of bank reporting and analytics, planning, profitability, project management, consulting, and software system design and implementation. Prior to Kaufman Hall, Paul served in leadership roles for a $5 billion banking institution where he successfully implemented an enterprise reporting and budgeting system and profitability system. Away from work, Paul can be found fly fishing in Colorado, sampling wines in Napa Valley with his wife, or exploring New Orleans.

JASON O'ROURKE

Jason is a Software Implementation Consultant at Kaufman Hall, providing support for organizations with the firm’s Cost Accounting and Decision Support solutions. Jason has a decade of experience in healthcare finance. Prior to joining Kaufman Hall, he was a Financial Performance Business Manager at Stanford Health Care. In this role, he was responsible for Decision Support system administration, with a focus on managing the cost accounting module. His other responsibilities included the creation of quarterly rolling forecasts, developing custom cost and patient level reports for end users, and creating payroll and financial dashboards for senior management. Jason has an M.B.A. in Accounting and a B.S. in Finance from Baldwin-Wallace University, Berea, Ohio. Jason spent several years as a professional golf long driver, qualifying for the national championships on 3 occasions.

CARL COWGUR

Carl is an Assistant Vice President at Kaufman Hall, providing implementations and support for Axiom Healthcare Suite. Carl has 15 years of experience in healthcare finance. Prior to Kaufman Hall, he was Senior Director of Capital and Financial Planning at Banner Health. He was responsible for the system’s operating and capital budgets, as well as strategic financial planning functions. Carl holds an M.B.A. from the University of South Carolina, an International M.B.A. from the Wirtschaftsuniversitat Wien in Vienna, Austria, and a B.S. in Finance from Arizona State University. Carl enjoys boating, skiing, attending live music events and traveling.

GENE WHITELEY-ROSS

Gene serves as a Senior Consultant on Axiom's Higher Education implementation team. He has more than 20 years of financial, budgetary and planning manager experience in both public and private accounting. His prior experience includes audit roles with Deloitte and PriceWaterhouseCoopers, along with a variety of responsibilities for Oregon Health & Science University (OHSU), including Budget Manager in Central Financial Services which assists in the consolidation of an annual budget that exceeds $2.5B in revenues & expenditures. While at OHSU, Gene participated and served in lead roles including the completion of multiple financial software implementations. Aside from being a bean counter, Gene loves spending time with his family and has even held the recurring role of Captain Coupon on a friend's podcast.

JOEL KOEDOOT

Joel is a Practice Lead for Emerging Verticals and has been a consultant in the EPM space since the early 2000s. He has worked in many industries, including banking, higher education, health care, and entertainment. Prior to Kaufman Hall, Joel implemented EPM projects on other platforms, including Hyperion, SAP, and Varicent. Joel’s specialty is optimizing system design and helping to solve challenging technical integrations on a project.

ANGELA ESTEY

Angela is an Assistant Vice President at Kaufman Hall, with responsibilities related to helping organizations implement the Budgeting and Rolling Forecasting modules of the Axiom Healthcare Suite. Since joining the firm in 2013, she has implemented these tools at hospitals and health systems of varying sizes and complexity nationwide. She has additional responsibilities as the Product Coordinator for Rolling Forecasting. Angela has an M.B.A. with a focus in Accounting from DePaul University and a B.S. in Business Administration from Marquette University. Angela enjoys exploring the cities she visits for client engagements and visiting her kids at their colleges on the weekends.

JIM POPE

Jim is an Assistant Vice President with the Software division of Kaufman, Hall & Associates. His responsibilities focus on the implementation and support of Kaufman Hall’s Axiom Software Suite applications. Mr. Pope has nearly 30 years of experience in healthcare finance. Prior to joining Kaufman Hall, he served as Manager of Decision Support for Children’s Healthcare of Atlanta. Jim has a B.S. in Applied Mathematics from Centre College.