SUMMARY:

• Transformational leader with a successful 20 - year career assessing and isolating tangible solutions to complex issues, strengthening collaboration, building and right-sizing teams and implementing innovative XaaS technology solutions, and leading strategic initiatives to enable regional, national, and global organizations in achieving financial, technical, security, and market stability.
• Managing, transforming, modernizing, integrating, and aligning technology investments with business and strategic goals
• Establishing effective structures, frameworks, partnerships and models to support evolving needs of complex organizations
• Managing the planning, tracking, reporting, and successful delivering of multi-year strategic initiatives with strong ROIs
• Revitalizing IT value through transparent leadership, collaborative business approaches, and dynamic technology adoption
• Driving the adoption of value-driven technologies and lean processes to improve top and bottom line financial performance

CORE COMPETENCIES:

• Technology Strategy, Vision & Roadmap Execution Cloud Modernization, Revitalization, IaaS, SaaS & PaaS
• Agile & Lean Six Sigma Methodologies Mergers & Acquisition, Tech Consolidation, Right-Sizing Big Data, Data Warehouse & BI
• Legacy to Cloud ERP, CRM & Application Migration & Modernize UIX Business & Vendor Relations Team Development & Leadership

PROFESSIONAL EXPERIENCE:

VP / Principle Consultant

Confidential

Responsibilities:

• Provide strategic to tactical consulting and technology leadership to enable large real-estate, manufacturing, higher education, healthcare, medical device, retail, and consulting organizations to achieve evolving business, market, and merger & acquisition goals across complex technology and business environments.

Confidential CRM Program Architect

Confidential

Responsibilities:

• Collaborate with multi-business line sales executives face-to-face to analyze full sales lifecycle process to develop and align long-term vision/strategy of CRM product for the Confidential
• Manage Confidential CRM Support team of Business Analysts and Project Managers; optimized operational procedures to streamline support intake and enhanced SLAs by over 50% along with significant improvement in customer experience. Resulting in an annualized savings of $3.2M.
• Lead effort to right-size Confidential ’ workforce and collaborate with business and IT stakeholders; VP to c-suite executives. Reduced headcount by over 30%, resulting in annualized savings of $6M.
• Document and maintain PMO SDLC project documentation including Charter, Schedule, WBS, Weekly Status Reports and Monthly Executive CRM program summary report.
• Manage budget, spend and burn rate schedules meticulously within 5% variance against critical path milestones.
• Assess cutting-edge technology against existing technology and business needs to apply innovative solutions to the Confidential CRM Strategy.
• Architected 12-month roadmap towards full CRM transformation from MS Dynamics365 to Salesforce that aligned with future-state technology stack and Global CRM strategy.
• Led cross-program Strategy alignment sessions with Project/Program Managers/Directors and Solution Architects.

CRM Program Architect

Confidential

Responsibilities:

• Collaborated with executive leadership and business development teams to analyze and prioritize enhancements for the Salesforce Sales Cloud, Marketing Cloud, Service Cloud, Commerce Cloud Digital, QTC, and Einstein Analytics products.
• Identified process improvement opportunities and led large working group sessions to define strategies.
• Led team hands-on in building custom modules, conducting Unit Testing, and facilitating User Acceptance Testing and parallel training of 70+ users on Salesforce enablement and business acceleration to drive revenue growth by 22%.
• Championed agile and lean methodology adoption and SDLC best practices to maximize business value, optimal operational costs and competitive advantage.
• Managed the build out of 50 development, multiple partial Sandbox, and 2 full Sandbox instances leveraging SalesForce.com SaaS-based solution.
• Achieved $10M in annualized cost reduction by way of tactical right-sizing and establishing high-performance teams.

Interim-CIO / Strategy Consultant

Confidential

Responsibilities:

• Built onshore / offshore team of 5, implemented a centralized project repository, and established strong protocols and procedures for capturing requirements and developing solutions across an Agile environment.
• Architected and lead the cloud migration from legacy to highly secure, and HIPAA and Electric Medical Records Portability compliant infrastructure leveraging Certified CPI servers via Amazon Web Services (AWS).
• Managed the design and rollout of secure patient portal, and scheduling, laboratory order processing/analysis, electronic pharmacy prescription processing, and EHR integration solutions.
• Led the custom design of web and mobile applications for all practices to ensure continued growth.
• Documented technology systems and compliance violations to present legal case against previous vendor.

Interim-CIO / Solution Architect

Confidential

Responsibilities:

• Within 3 months, strengthened overall security posture of web portals leveraged by patients, operations staff, medical partners, and vendors.
• Assessed, identified vulnerabilities, and led all efforts to upgrade servers and codebase, implemented firewalls to protect data, and migrated to external Cloud.
• Drove the redesign and optimization of fully integrated front-end, back-end, and mobile systems that increased lead conversion rate by 70%, elevated visibility of critical data for enhanced decision-making, and enabled business growth.
• Managed the build out of business intelligence platform that provided a centralized means to access critical data.
• Led the enhancement and Java, Apex implementation of Responsive Design concepts into core SalesForce.com platform.
• Directed the build out of mobile application to enabled potential patients to conduct initial Sleep Apnea assessment, complete form, and schedule a phone consultation.
• Built fully integrated cloud back-end system comprised of SalesForce.com CRM, inventory management system, and electronic medical records systems via Microsoft Azure: Cloud Computing and Services.
• Based upon success, requested by investor partner to lead implementation of a responsive marketing, supply chain, and logistics system integration system with a real-time order to cash monitoring system.
• Led the build out of seamless integrated web and mobile applications to increase the generation, validation, and conversion of leads into prospects.
• Facilitated technical working sessions that led to the development of end2end (centralized dashboard) built with proprietary algorithms and API of global product distribution from manufacturer to retail pharmacies to customer.

ERP program director

Confidential

Responsibilities:

• Built relationships with business stakeholders, contractors, and employees; secured consensus on allocation of resources and deliverables; enhanced collaboration and communication; and drove the adoption of standardized processes.
• Direct the rapid delivery of new student portal, secure Java and .Net framework, and the TouchNet Marketplace and associated Payment Gateway system that enabled the secure processing of tuition payments online.
• Lead effort to right-size technology team to align with program objectives and budget resulting in $2M savings.
• Develop, coached, and managed remaining 20+ technical resources across database administration, software development, project management, and architecture to achieve high-performance tactical program execution.
• Strengthen User Acceptance Testing, end user training, and system deployment efforts with 2 other Program Directors implementing PeopleSoft Finance and Workday Human Resources systems. Led the implementation of Identity Management framework within the Banner system and development of integration feeds with PeopleSoft and Workday systems.

PMO DIRECTOR - Program Manager

Confidential

Responsibilities:

• Designed and architected a centralized project management collaboration framework leveraging TeamDynamix, MS Project, MS Project Server, SharePoint, JIRA, and Office 365.
• Instituted controlled stages throughout the lifecycle of projects leveraging Agile and Waterfall methodologies.
• Led effort to right-size CORE technical teams into high-performance PODs. Mentored, coached, and trained technical and business teams on Agile Scrum and Lean Six Sigma process and methodology.
• Chosen to lead the successful delivery of high priority and highly visible President-sponsored strategic initiatives.
• Planned, designed, and leveraged Lean Six Sigma techniques to develop tools, systems, and process for capturing and processing student application data that increased enrollment capacity and mitigated compliance issues.
• Managed the build out of online and mobile enrollment applications leveraging Agile Scrum methodology that contributed in increasing enrollment by 45%.
• Performed competition analysis to determine feasibility of leveraging online portal as the primary source of lead generation for the university.
• Strengthened collaboration among disparate teams, improved engagement levels with senior executives, and guided the delivery of critical program leveraging Agile and Waterfall methodologies.
• Managed the simultaneous design, build and implementation Operational Data Store, .Net user interface, and cloud-based infrastructure migration. Recommended and streamlined the data retrieval and reporting processes that enhanced the user experience and optimized query speed and webpage performance and UIX via Java, JavaScript.

Confidential

Global Program Manager

Responsibilities:

• Directed large strategic global Call Center Infrastructure technology right-sizing and consolidation program to reduce overall costs of digital voice services resulting in over $20M in annualizing savings
• Coordinated efforts of project managers and vendors across multiple time zones in building new Digital Voice Data Centers in Japan and China and migrating infrastructure and services from the United States to Australia and from Australia to China and Japan.

Confidential, Washington

VP, ENTERPRISE SYSTEMS

Responsibilities:

• Instituted the Architecture Compliance Task Force; implemented the structure to track regional, state, and federal regulations for granting degrees and vocational training; and developed advanced SSRS business intelligence reporting and proactive monitoring systems that increased awareness and contributed to achieving 100% compliance.

Confidential

ERP Integration Program Manager

Responsibilities:

• Led the build out of integration framework for 3-year program to deploy Banner system resulting in consolidation of over 75% of university-wide systems.
• Assessed over 150+ existing ancillary application systems, defined the integration strategy, and architected the consolidation and API interfaces with Ellucian Banner ERP system of record from Legacy SIS Mainframe system.