Matt Gelb, VTSP, MCTS
Partner
With over 20 years of experience, Matt Gelb provides technology advisory, planning and implementation services to Wipfli’s construction and real estate clients. The combination of his business consulting services and industry expertise produces the initiative, astute analysis and unwavering commitment and enthusiasm his clients have come to rely on. Matt also provides business analysis, subject matter expertise and project management for enterprise-wide business application implementations and process improvement efficiencies, with a primary focus on customer relationship management (CRM). He has been involved in both specific and full-cycle assessments, selections and implementations across multiple industries. Matt’s on-the-job knowledge enables him to assist clients from the vision and plan development stage through training, deployment and follow-up support.
Certifications
- Microsoft® Virtual Technology Solution Specialist (VTSP) - Microsoft Dynamics® 365/CRM
- Microsoft® Certified Technology Specialist in:
- Managing Microsoft Dynamics® 365/CRM Implementations
- Microsoft Dynamics®365/CRM Customization and Configuration
- Microsoft Dynamics®365/CRM Applications
- Microsoft Partner Network Sales Specialist - Microsoft Dynamics® 365/CRM
Professional Memberships and Activities
- Boys and Girls Club of Greater Green Bay – Board of directors member
- Greater Green Bay Habitat for Humanity – Board of directors member
- Catholic Charities of the Diocese of Green Bay – Corporate board of directors member
- Microsoft Dynamics® 365/CRM User Group (CRMUG) - Member
- Volunteer coach for high school and youth sports
- St. Matthew Parish, Father Allouez Catholic School and GRACE (Green Bay Area Catholic Education) - Member of multiple committees, programs, and ministries
- Additional volunteer and fund-raising activities with the American Heart Association, Children’s Hospital of Wisconsin, and Junior Achievement of Brown County
Areas of Focus
- Strategic alignment
- Assessments and selections
- Project and engagement management
- Business analysis and subject matter expertise
- Process improvement initiatives
- Business analytics and reporting
- Industry-specific solution and application implementations
- Training and change management
- Continuous improvement initiatives
Education
Boston College- Bachelor of science degree in operations and strategic management and finance
Recent Insights
Articles
Construction industry 2023: Thriving through the challenges ahead
Dec 12, 2022
New tools for the trades: Technology can help construction firms navigate change and disruption
Apr 17, 2022
5 ways to grow your backlog, profit margins and skilled workers in uncertain times
Aug 27, 2020
How business intelligence tools can help your construction firm thrive: Part III
Jan 15, 2020
How business intelligence tools can help your construction firm thrive: Part II
Jan 13, 2020
How business intelligence tools can help your construction firm thrive: Part I
Jan 08, 2020
How prefabrication is saving time and money in today's construction industry
Apr 04, 2019
Change Management: The “Cornerstone” of a Successful CRM Launch for Construction & Real Estate
Mar 06, 2019
How to optimize basics in (CRM) tools to meet today's construction industry tech trends
Mar 05, 2019
Getting Value From Your CRM: Why Construction & Real Estate Orgs Needs Change Management
Feb 24, 2019
The top 3 technology trends disrupting construction and real estate
Feb 17, 2019
Videos And Webcasts
Microsoft Dynamics® CRM 2016 & CRM 2016 Spring Release
Jul 14, 2016