Management Team

Experienced innovative team

Maurice Rodriguez
Bob Trevelyan

Extensive expertise in Business Development, Architecting, Sales, Implementation, Integration and Consulting on various EIM/ECM platforms, products, and solutions.  I have worked with products and solutions from; FileNet (IBM) Documentum (Dell/EMC), Imnet, Open Text (Bluebird Systems, Hummingbird, IXOS, Livelink), Global360 (Sigma, Wang, Eastman, Viewstar, Plexus, now OpenText), Perceptive Software (ImageNow), MS SharePoint and Oracle (Optika/Stellent, PeopleSoft, JDE, Financials), and SAP.  I also have extensive expertise in integrating and optimizing OCR platforms (Captiva, Kofax, ReadSoft, others) to increase the value of many ECM implementations.  Expertise in architecting and optimizing high volume scanning and OCR solutions in Banking, Finance & Accounting, Healthcare, Insurance, Records Management, Regulatory Compliance, eDiscovery and Litigation Readiness arenas.  Expertise in the Transformation and Optimization of back office functions; Accounting, Purchasing, Human Resources, and Logistics.

Industry Background

Regulated Industries (Energy, Food & Beverage, Financial Services, Nuclear, Oil & Gas and Pharmaceuticals) Finance and Accounting Services (Accounts Payables/Receivables, Purchasing, Supply Chain), Banking (Credit Card Processing, Mortgage Loan Processing, Auto Loan Processing, Lockbox), Insurance (Auto, Claims Processing, Healthcare, EMR), Manufacturing (Cement, High Tech, Food Services, Automotive), Logistics, Legal Services (Litigation Readiness, eDiscovery, Litigation Support) Records Management, Regulatory Compliance, Professional Services /Business Consulting

Bob Trevelyan has years of experience in sales, marketing and consulting. He is a seasoned executive with extensive professional history, domestically and internationally.  He has led consultative, software and technology companies responsible for sales, marketing, strategy, product development, market development and services. These skills have been proven in executive positions in Fortune 500 companies, start-up, high-growth and turnaround situations.

He brings his skills and capabilities to provide leadership to his clients for the transformation of their enterprise. He works with non-US start-ups to go-to-market in the Americas and has senior executive financial institution connections, globally, including Europe, UK, LATAM, US, AsiaPac, and Canada

Bob’s expertise has enhanced his financial services clients’ businesses globally. He provides leadership in compliance, payments, digital transformation, analytics, big data, AI/ML, multi-channel management, customer acquisition, customer retention, prediction, customer and employee communications, and customer-centric strategies within the world’s leading financial institutions.  He also has industry expertise in travel, transportation, logistics, healthcare, food and beverage, life sciences, retail, and telecommunications.

His global clients have included retailers, banks, credit unions, brokerage, investment managers, insurers, airlines, advertisers, railroads, shipping, governments, manufacturing, healthcare, high technology, start-ups, growth-stage companies, established organizations and turn-arounds.

He has worked in Canada, the United States, Europe, China, UK, Mexico, Brazil and Australia. His most recent positions included Vice President, Sales, Americas for Qumram AG; President, Sextant Readings Solutions – a global aviation consulting organization; Managing Director of a global consulting company, Trevelyan Group; President, Digital Creators; Vice President International for HyperParallel; and senior positions in IBM and Teradata.


Executive Skills and Capabilities
Company Overview