Terri Morgan

Inhaberin, President/CEO, Wudang Research Association

Orlando, United States of America


Statements of Work
Systems Evaluations
Budget Planning
Business Processes
Data Analysis
Mandarin Chinese
Six Sigma


Professional experience for Terri Morgan

  • Current 26 years and 10 months, since Aug 1996


    Wudang Research Association

    Manage all facets of international specialty publishing and consulting company, including P/L, strategies, alliances, contracts, state and Federal registrations (NSF, CCR, ORCA). Reduced operating margins by 17%; increased revenues by 24% over 2 years. From 2002, consulting services for US and China clients. Led client engagements. Conducted evaluations, prepared project plans, budgets; managed teams of 5 to 25 people; budgets from US$50K to over US$40M.

  • 2 years and 5 months, Nov 2016 - Mar 2019

    Database Architect

    HAP Digital

    Designed and built a Program Management System with full change control using SQL and Access/VB. Defined technical and functional requirements. Created ERDs, Technical WBS and SOWs for projects. Wrote design docs and business presentations for delivery meetings. Evaluated change requests. Identified team swim lanes and created flow charts for processes. Ensured required forms and reports conformed to standards. Prepared work schedules and managed scope.

  • 2 years and 2 months, Nov 2015 - Dec 2017

    IT and Business Consultant


    Collaborated with Senior management on creation of RFP responses, contracts, and marketing collateral. Conducted market research. Re-Design and build B2B portal. Prepared project plans. Identified and retained vendors. Worked with COO in New York to refine marketing message, train staff on use of new portal, and address variable pricing options. Assisted CEO in New Zealand with coordination of China visit for purchasing bulk cable from China-based suppliers.

  • 1 year and 10 months, Nov 2015 - Aug 2017

    Sr. IT Consultant

    AES Mechanical

    Collaborated with Senior management to define information strategies for SharePoint 2013/O365 portal. Prepared project plans, timelines and goals. Designed and implemented IA, Security and navigation schema for multi-tier sites; InfoPath forms with auto-fill and calculated fields. Created ‘traffic light’ for project status tracking. Installed and configured Lightning Conductor for roll up reporting. Migrated site collections using ShareGate. Provided training, technical support, and system docs.

  • 1 year and 3 months, Apr 2015 - Jun 2016

    Sr. Web Developer

    HCP Associates

    Prepared SOW, budget and project plans for build of custom travel booking portal for Caribbean client. Evaluate and optimize web site technical performance for multiple client web sites. Review theme code (WordPress) and run analysis tools to determine where / what is causing slow load times. Design initial system and information architecture for new HCP company site. Customize site and migrate content.

  • 3 months, Dec 2014 - Feb 2015

    Web Project Manager


    Designed Information Architecture strategy and Governance plans. Prepared internal marketing collateral for roll-out. Conducted traffic analysis to inform navigation design. Prepared statistical analysis reports. Designed global navigation schema, site menus. Migrated complex sites. Identified processes and created illustrations of virtuous cycle for ongoing content management.

  • 1 month, Nov 2014 - Nov 2014

    China Business Consultant

    PTE Lighting

    Provided cultural coaching and interpreting services for US client to resolve Shenzhen supplier shipping delays and assembly quality. Prepared detailed advisory report for client with steps to improve long-term relationship with supplier(s) in China.

  • 2 years, May 2012 - Apr 2014

    Managing Partner

    Straw Hat Trading Company, LLC

    • Marketing/Sales, Pricing Models ($/€/RMB), IT/Collaboration, Terms, Market Research (China) • Identified sales channels, strategies and business models; Budgets, and sales projections • Strategies for global settlements. • Negotiated with importers, forwarders, and shipping companies • Met with import firms in China for handling customs and labeling requirements • Negotiated hosted SharePoint for public / private portal • Automated sales sheets ($/€/¥) with calculators for pallet, container

  • 7 months, Mar 2012 - Sep 2012

    Sr. Consultant

    Tactical Management, Inc.

    Designed architecture, delivery and security models for SharePoint Healthcare Management System. Accessible using iPad, Android and Windows. Designed and built custom database; integrated with SharePoint to manage +300,000 medical records. Wrote scripts for importing records, database triggers, and event alerts. 3 dashboards with custom reports, charts and graphs. Developed custom InfoPath medical history forms. Developed ICD9/10 coding tools. Created project plans. Hired & managed staff.

  • 1 year and 4 months, May 2010 - Aug 2011

    Sourcing Consultant


    Assist company Technical Director in Tianjin (China) with locating a custom fabrication source for machine parts. Arrange meetings with individuals, suppliers and government business development groups in China.

  • 4 months, Mar 2011 - Jun 2011

    SharePoint Consultant


    Assess business needs, identify opportunities, deliver solutions. SharePoint 2010 installations, configuration, business solutions design and development. Manage client migration (SP2003 to 2010). Develop custom solutions, controls, and master pages. Deliver presentations on SharePoint functionality and business applications. Evaluate 3rd Party tools. Provide estimates and engagement scope questions for sales team.

Educational background for Terri Morgan

  • 1 month, Jul 2011 - Jul 2011

    IT Governance

    MIT Sloan Executive Education

  • 2 months, Oct 2003 - Nov 2003

    Six Sigma

    Villanova University

  • Lingusitics

    Florida Atlantic University

  • English

    University of Missouri at Kansas City

    Languages, Psychology, Theatre/Dance


  • English

    First language

  • Chinese


  • Spanish


  • German


  • French


  • Dutch



Consulting Opportunities
Coaching Opportunities
Speaking Opportunities


Ancient Languages
Internal Chinese Marital Arts
Computers and Technology

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