What led you to the PLUSnxt team?

After being introduced to the C-suite team, I participated in long, engaging discussions with Tony, Gary, and Jeff.  I wanted to make sure that we had the same vision of where the eDiscovery market was going and where the company needed to be in order to best service clients.  From a flexibility of approach when it comes to technology and managed review services standpoint, we shared the same vision and that really drew me to PLUS.

What is your role within PLUSnxt?

As Chief Strategy Officer, my role touches on a lot of different parts of the business. My focus is to continue to effectively scale our organization.  However, to achieve that, it’s imperative our operations are continuously improving and meet the high standards of our clients. We need to be able to handle not only our existing clients, but also the ones we hope to have soon. We want clients walking away from every experience with PLUS feeling as terrific about the value of service they received.  On the scaling side, I work with our sales team to build creative and customized solutions for clients so that PLUS can provide a differentiated solution to meet our clients’ needs.

Where do you see PLUSnxt going?

If we were a stock chart, I would say “Up and to the right!”  I see us growing not only from a revenue perspective, but from a client perspective as well.  As a RelativityOne gold partner, we have the best technology in the eDiscovery space. And because of 100% investment in the technology, we build a 1 of 1 technology services and support experience for our clients. If you want the best RelativityOne technology stack and services, you want to be with PLUS. We’re going to continue to scale, innovate, and create new solutions by leveraging RelativityOne and all the advanced technological features it offers. Gen AI is a differentiator but only if you have the experts to leverage it. We do.  

What is your ideal relationship with clients?

An ideal relationship with clients’ centers around listening and understanding their needs.  It’s important to fully understand what a particular organization’s needs are before creating a solution in this space.  It’s equally important to understand that those needs are constantly evolving and if we’re actively listening and building open lines of communication, then we can evolve to meet and satisfy those needs. The best relationships are built overtime where both sides are fully invested in realizing the full potential of the relationship. We don’t have shareholders or external pressures to meet certain revenue targets. That allows us to focus fanatically on our relationships with our clients and always doing what is best for them.

What do you do for fun? What is something people couldn’t learn about you from LinkedIn?

I have a 4 month-old baby—so a big part of my spare time is hanging out with him and my wife, Ashley, and it’s a lot of fun.  I spend a lot of time with my family and extended family, but when I have free time, I do like to golf.  I used to be around an 8 handicap, but between scaling the business and growing a family it’s now probably closer to an 11 or12. But that’s a worthwhile trade-off.