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Team

Greg Robin, Managing Partner 

Greg started the firm in 2001 and has spent much of the past decade focused on providing technology consulting and advisory services to both small and large enterprises. Greg is a versatile, software industry veteran with over twenty years experience as a software product manager, business analyst and strategist. Greg has delivered solutions to Clients that have addressed the following business systems areas: business process management, customer relationship management, knowledge management, order processing, project management and web analytics. Greg graduated from the Wharton School at the University of Pennsylvania. 

Mike Gerrity, Partner 

Mike has been developing SaaS based apps since 2003 when he became an early adopter of Quickbase. As a serial entrepreneur with broad operational and management experience, Mike helps customers identify opportunities for streamlining information flows and delivering new levels of efficiency & insight for their business. Mike has built SasS tools to manage everything from Sales Forecasting and CRM to Order Management, and Financial Reporting – including integrations with Quickbooks. He has domain expertise in Commercial Real Estate, Distribution businesses, Ed-Tech and mobile. Mike graduated from the Wharton School at the University of Pennsylvania. 

Tony Swei, Partner 

Tony is a seasoned technology executive having led multiple high growth companies to success. He has designed and implemented small and large enterprise systems including CRM, customer success, enterprise sales, accounting, order management, project management, analytics, marketing and operations. His industry expertise includes finance, eCommerce, telecommunications, Internet, government, and non-profit. Tony holds a BA in Economics from Princeton and an MBA from Stanford. 

Wendy Dick, Principal 

Wendy is a business management and process consultant with over twenty years experience embracing leading edge internet technologies. She has lead software teams on innovation projects for both start-up and established businesses, using SaaS-based solutions. Wendy's work with clients has included: process flow analysis, data and information mapping and solution envisioning activities. Her current platform focus is Salesforce.com and Quickbase.com She assists clients with configuration troubleshooting, security model assessments and reporting as well as custom application development on these platforms. Wendy has a BA and MA from Stanford University. 

Howard Robin, M.D., Principal - Healthcare  

Howard is a pathologist with over 30 years experience in the business of laboratory medicine. He has directed hospital, commercial and specialty clinical laboratories with the goal of providing meaningful laboratory information for the management of patients. Howard’s major focus is on the provision of integrating laboratory data for health providers and commercial enterprises to ensure optimal outcomes for patients, health care providers and laboratories. 

Tracy Akresh, Sr. Consultant 

Tracy is an executive coach and founder of unpackingthebox business and leadership coaching. She has 15 years of hands-on business leadership experience at Ernst & Young, JPMorgan, Esurance, and Hewlett Packard. Tracy is an expert in helping overworked professionals unpack their strengths and leadership ability to find more success, better promotions, greater happiness, easier balance, and superior financial performance. Tracy's training is predominantly based on the principles of positive psychology. She uses the Leadership Practices Inventory (LPI 360), the Myers-Briggs Type Indicator (MBTI®), Social Styles, Interaction Styles®, the Values in Action (VIA) signature strengths assessment, and various emotional intelligence assessments. Tracy has a BS from the Wharton Business School and an MBA from the University of Michigan Business School.