As part of the Document Management Systems team of consultants, Lori engages with clients as the trusted advisor they turn to for innovative solutions. She helps craft customized strategies that align with their goals. Her journey with DMS began more than 25 years ago, when along with her sales partner, they created several innovative vertical solutions which they sold and implemented all over the U.S. Lori’s responsibilities included pre-sales PoC preparation, demonstrations, system design and configuration, implementation, integration with legacy systems, forms development, training and ongoing support.
Lori’s work related superpower is being involved with complex technology and understanding more of its capabilities. Her favorite part about working at Affinity is problem solving and helping others understand technology.
As an empty nester, Lori enjoys the time with her husband, whether it is running errands, on a shopping mission, or just sitting in the same room watching some program on TV. She also loves spending time with her daughters and grandchildren when she gets the chance. She is a long-time member and section leader for her church choir and leads the congregation in song.
- Critical thinking
- MS Office proficiency
- SQL scripts, troubleshooting
- Problem solving
- Process improvement
- System support
- User and admin training
- Detail oriented
- Customer experience/relationships
- NetDocuments
