Kathleen White

Energizer
DISC Type : I

Sr. IT Business Analyst/Project Manager at FORTNA

Louisville, Kentucky, United States

Overview

Kathleen White is a Senior IT Business Analyst and Project Manager at FORTNA, specializing in connecting technical and functional stakeholders during ERP implementations and upgrades. With a background in various platforms like Infor LN and Microsoft Dynamics AX, she holds SAFe Agilist and ICAgile certifications and earned a BBA from Grand Valley State University.



Her unique expertise lies in leading workshops, training, and documenting requirements for cross-functional teams, successfully bridging the gap between business needs and technical solutions.

Personality Overview

Relationship Oriented

Enthusiastic

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are people oriented, friendly and like creating new connections.

Topics They Care About

ERP Implementations
Has extensive experience leading and supporting implementations of Microsoft Dynamics AX, D365, Infor LN, and Odoo across multiple companies.
Stakeholder Communication
Her stated specialty is connecting technical and functional stakeholders, acting as a liaison between vendors, operations, and development teams.
Agile Methodologies
Holds both SAFe Agilist and ICAgile Certified Professional certifications, indicating a focus on agile project management principles.

Media Appearances

Kathleen has no verified media appearances

Work History

4-2023
Sr. IT Business Analyst/Project Manager at FORTNA
10-2021 - 4-2023
ERP Systems Analyst at FORTNA
4-2020 - 10-2021
System Analyst at ORR Corporation
1-2019 - 4-2020
Functional Consultant at ORR Corporation
4-2017 - 1-2019
Business Intelligence Manager at Whayne Supply

Education

2004 - 2008
Bachelor of Business Administration (BBA) from Grand Valley State University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Louisville, Kentucky, United States Job Level : Middle Designation : Sr. IT Business Analyst/Project Manager at FORTNA
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Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Invite them for a lunch or a drink/coffee
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Kathleen

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kathleen move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Kathleen take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Kathleen

Personality Compatibility


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