SUMMARY

• Transformational professional services and technology leader, experienced in taking a company's strategy and executing with full responsibility, leading multimillion dollar programs from client needs, strategy/planning, value case creation and roadmap execution, through the delivery and integration of software, data, digital solutions.
• Effective communicator, exhibiting enthusiasm and commitment to governance and business process excellence to create strategic value, driving greater efficiency, growth, and bottom line improvement.
• Forged strong relationships with senior leadership, client sponsors, stakeholders, line of business domain experts, vendors, and cross - functional teams; creating value cases that ease risk management and funding decisions.
• Collaborative leader and hands on contributor supporting teams, direct reports, and colleagues with clear objectives, coaching, staff development, and lean process improvement resulting in higher performing teams that deliver solutions that realize expected business outcomes.

AREAS OF EXPERTISE

• Enterprise Business Applications
• Information Management
• B2B/B2C Commerce & Pricing Software
• Software Products / Commercial Systems
• Business Analytics / Business Intelligence
• Digital / Online Customer Experience
• Custom Applications / Architecture
• Enterprise / Cloud App Integration
• Managing Multimillion Dollar Budgets
• Agile/PMBOK/Product Lifecycles
• Lean Process Improvement, CMMI
• Budget Estimation and Financial Analysis
• Business Process Analysis, Requirements
• Service Quality Management Audits
• Business Dev, Proposals, Negotiation
• Resource Capacity Management, Matrix
• M&A Due Diligence/Integration Planning
• Technology Strategy and Roadmapping
• Vendor and Partner Management
• On Premise/SaaS Solution Delivery
• Program and Project Management
• Global Offshore and Outsource
• Compliance (Regulatory, Security, Risk)
• Portfolio Management, PMO/PPM tools
• Organizational Transformation
• Airline
• Manufacturing
• Consumer & Industrial Products
• Energy (Power, NG Pipeline, Petroleum)
• Distribution
• Hospitality/Entertainment/Cruise
• Environmental Services & Logistics
• Services (Financial, Food, Rental)
• Healthcare

PROFESSIONAL EXPERIENCE

Confidential, Austin, Texas

Principal, Advisory & Consulting Services

Responsibilities:

• Program Management Consulting - Consulted an $8B EPC services company transforming from rapid M&A growth, with over 40 operating units in the electric power, oil and natural gas industries. Reviewed the company's existing PMO implementation, including IT procurement and IT financial management and resource allocation processes to provide process improvements. Result: Simplified and automated manual reporting and analysis steps to help shorten closing cycles, documented, and trained staff on revised procedures. Identified the critical feature enhancements to the existing IT PMO system to improve forecast capability and adoption that benefit until a new PMO solution was implemented.
• Technology Solution Consulting - Analyzed top Management Consulting Firm needs from the acquisition of an automobile industry peer benchmark and financial performance application. Examined other alternatives to expand the application services as a SaaS offering to multiple countries, with potential to provide similar offerings to new industry verticals. Result: Researched numerous cloud platform financial benchmarking tools offering a cost effective alternative to customization. Identified capability to reuse a cloud platform tool to create multiple application services to expand market capabilities at a lower customer price point.
• Pricing & Profitability Management Advisory - Advised $8.8B O&G manufacturing company, addressing their low margin improvement due to poor sales adoption of a vendor Price Optimization solution. There was also a lack of confidence in the science models driving the recommended prices. Result: Articulated low-risk plans that addressed sales effectiveness and margin optimization independently. Defined strategy to push the optimized price data from the pricing application into the native Sales CRM as price guidance. This would enable sales Reps to access optimal price data within their familiar quoting workflow. Recommended executing a formal test and control group phase to demonstrate to the Sales organization, the margin improvement effects in groups using the price guidance versus groups that did not to build confidence. Advised client to avoid making a large investment building in-house science models, but share the test results with the vendor to make necessary adjustments required to improve their science models.
• Technology Solution Consulting - Advised retail eCommerce startup on SaaS deployment strategy. Result: Provided options for subscription pricing and cloud alternatives. Conducted competitive analysis in preparation for go to market planning and venture funding stages.

Confidential, Houston, Texas

Sr. Director, Information Technology

Responsibilities:

• Created Standard Project Engagement Model and Accelerators - Led interdisciplinary team to collectively define and vet a project engagement blueprint and a functional Program Management Office (PMO) for the Application Engineering and Information Management services department. The effort produced templates, learning aids, and role-based RACI- style work breakdown planning chart covering key lifecycle stages, knowledge areas, activities, deliverables, compliance checks, and monitors/controls. Aligned methods to technology SDLC and existing policy including ITIL, SOX, and IT financial reporting. Result: The PMO led to consistent setup and execution of multiple portfolios, managing IT demand across one or more business functions. Created KPI scorecard reports for executive visibility, improved methods for project estimation, resource capacity planning, scope change, and risk control, resulting in better support for agile lifecycles, quarterly releases, more efficient resource allocation, on-time deliveries and improved project economics.
• Geospatial Pricing Engine Application Solution - Coordinated product management, engineering, and data remediation activities for Dynamic Pricing Engine application services as critical dependencies to a $100M Order to Cash transformation program. Incorporated geospatial technology that mapped price zone segments to geographical market areas. Used enterprise GIS tools to map information to each Price Zone including boundaries, facilities, cost attributes and pricing profit margin attributes enabling real-time dynamic pricing engines to accurately calculate activity-based pricing given a customer service location address. Based on line of business, the pricing engines used the segmented data to determine a spot price or look up catalog services available to residents. A Sales Rep using Salesforce CRM or Siebel Order to Cash quoting workflow would retrieve prices through Enterprise Service Bus (ESB) integration to the engines. Result: Dynamic pricing capabilities increased accuracy and significantly reduced time-to-quote from as long as a day down to minutes, improving conversion rates across thousands of reps.
• Enterprise Data Warehouse (EDW) Solution - Assigned information management program, assuming this $10M project that was at risk. Restructured team, invoked engagement model practices, and presented clear direction of the project to business and technical sponsors. integrated eight disparate transactional systems and other enterprise sources into an IBM Netezza appliance, following Kimball methods for data movement (source to target mapping and transformation rules). Adhered to data governance process with data owners, executing data profiling, analyzing lineage, and data validation efforts to align the enterprise data model/metadata after many years of acquisitions and divestitures. Integrated Informatica MDM as the authoritative source of customer and product/service reference data. Result: Provided Sales and Finance with first-time holistic customer-centric views across all lines of business and sales segments. The warehouse established the foundation for improving corporate data stewardship to support business applications, data marts, self-service BI portals, and analytic platforms through robust data services.
• Price Performance and Sales Effectiveness Portal Solution - Collaborated with Pricing executive leadership to defined strategy for a $6M Microstrategy Price Performance Portal solution that increased transaction revenue capture through analytics providing actionable insights to improve sales effectiveness. Led facilitated sessions to articulate questions to be answered by the analytic views. Tested theory with analysis of required data sources, test prototypes, and an executive vision and strategy deck presented to senior leadership. The solution, provided long sought insights into the key levers of revenue, offering visualizations into price variability, sales rep effectiveness, and root causes of revenue leakage. Complex waterfall visualizations were developed custom since they were not yet available in Microstrategy. Result: Provided corporate and field executives with macro/micro insights identifying revenue growth opportunities, pinpointing transaction-level leakage down to the sales rep transaction. Sales improvement strategies led to better price discipline, contributing to a 3.3% revenue increase and improved core price of +80 basis points in 12 months. YOY performance showed steady improvement.
• Multi-Channel Customer Communication Platform - Launched a digital transformation by creating an enterprise proactive customer communication strategy to construct an enterprise Digital Communication Platform for regulatory compliant use. Conducted business workshops to map candidate customer journeys in the customer experience ecosystem. Defined distinct subscription categories and implemented communication preferences in the eCommerce System. Implemented the digital platform using WebMethods Enterprise Service Bus integration to respond to external system events, identifying the digital asset, resulting in customer-specific content delivered through the preferred channel (text, email, or voice). Used RESTful protocol for mobile texts through a cloud SMS platform. Result: The first release focused on serving high-volume "service interruption" notifications sent from wireless mobility devices in thousands of service trucks. Upon full enterprise rollout, various surges in call center volume and IVR voice messaging costs resulting from inclement weather would be eliminated. Charted out a 3-year roadmap outlining future plans for a digital governance policy, and releases of new customer journeys, campaigns, geo-targeted social media campaigns, and analytic reporting capabilities.

Confidential, Houston, Texas

Director, Emerging Solutions

Responsibilities:

• Alliance/Partner Management - Led alliance partnership relationship with a leading Pricing Analytics and Optimization software vendor. Created go-to-market plan, developed sales and marketing collateral and joint delivery model. Led pipeline lead generation, qualification, proposal development, contract negotiation, project oversight, project financials, executive steering, and service quality audits. Result: Expanded market offerings available to network of partners in Consumer & Industrial Products, Energy, and M&A industry sectors.
• Client Engagement/Solution Delivery Leadership - Led Pricing solution delivery and consulting engagements with multiple pricing vendors ranging from $0.5 to $3M+. Built bench knowledge of new vendor offerings through training agreements and initial provisioning of consulting resources on vendor-led projects. Led a full-time onsite Pricing Analytics engagement with an international manufacturing company to introduce pricing analytics to analyze profitability and leakage in the sales quoting process. Result: Transformed client's pricing organization, by introducing new KPIs and a playbook to identify price improvement opportunities for driving margin uplift.
• Consulting Service Creation - Introduced a Proof of Value market offering as a pre-sales opportunity assessment using the pricing vendor cloud software to quantify lost opportunity by comparing the segment-optimized prices to the company's historical sales transaction data. The method accelerated creating a business case from 6+ months to a few weeks. Result: Led two sales efforts quantifying margin improvement ranging from 1-6% revenue lift to the bottom line in 6 to 12 months.

Confidential, Houston, TX

Vice President, Technical Professional Services and Information Technology

Responsibilities:

• Managed implementation and delivery of client solutions, integration, and IT consulting services for projects ranging $1.0M to $17M TCV. Provided global support services according to SLA agreement to over 150 clients with 300 products operating in over 40 countries. • Industries included Airline, Energy, Hospitality, Healthcare, Manufacturing, Distribution, and Services.
• Achieved eight consecutive years of profitable revenue growth up to $75M that enabled a successful NYSE IPO.
• Introduced Product Architecture/Framework Strategy - Developed and evangelized strategy to implement a reusable, component based platform architecture for new products. Organized, hired critical talent, and led architecture evaluations to build the new product development organization. Result: Company shifted its mindset from selling customized applications per client, to a single point release supporting each industry vertical. Changed to license and service model, accelerating investor plans to expand sales growth and capture marketshare in Airline and other markets.
• Improved Solution Delivery Operational Excellence - Improved professional services performance by instilling efficiency and transparency, implementing a new client engagement lifecycle blueprint and PMO tools for GAAP revenue recognition and P&L reporting. Instilled consistency in interactions between sales, product management, development, professional service lines and client teams. Standardized the Confidential /Client engagement team structure, role based activities, alignment with a product point release, standardized service offerings, and incident workflow tools for service escalation and tracking. Result: The Blueprint created brand recognition as a leader with ability to deliver complex data science software solutions, surpassing competitors. Achieved 80% marketshare in the top-tier international passenger Airline space from a baseline of under 20%. Corporate wide adoption led to healthy penetration in new vertical industries.
• Launched New Technical Service Offerings - Defined competitive service offerings for Client Data Integration and SaaS Managed Services. Data integration capabilities enabled clients to outsource interfaces from Pricing solutions to client data sources (ERP, SCM, CRM, Reservations). Organized Integration Solutions service line in collaboration with product teams to implement a data integration platform extension to the core product using Java Spring Framework, exposing a data adapter layer to enable outsourcing custom ETL adapters to offshore partners. Result: Offshoring custom integration work substantially lowered demand of senior consultant resources while achieving 60%+ margins. Collectively, the new Data Integration and SaaS managed services attracted over $33M in new license and service revenue in first two years.
• Increased Effectiveness of Client Training Program - Revamped client education programs to focus on timely communication with multiple customer audiences. Result: Reusable concept training modules reduced development costs and significantly enhanced client learning experience, accelerating adoption and customer time to value.
• Created Outsourced SaaS Product Offering - Spearheaded business development and outsourcing migration effort to host a light version of Confidential Airline Passenger Revenue Management as a SaaS solution integrated with Amadeus, a worldwide airline global distribution system in the travel and tourism industry. Result: The Amadeus partnership provided access to a new market of small to mid-size airlines, unable to justify cost of Revenue Management systems.
• Created Customer Service Organization from Ground Up - Built new Customer Support organization serving over 150 global clients and 300 solutions in 40 countries. Structured tiered support, service level agreements, rolled out incident management workflow tools, and a self-serve web knowledge portal in the first year. Result: Sustained 96% maintenance renewal rate over 3-year period. Met second year goal, slashing product engineering escalations by 60%.
• Established Customer Success Reviews - Spearheaded post-implementation reviews to observe usage, effectiveness, data accuracy, and maintenance of the delivered solution to recommend potential improvements in knowledge share, science model tuning, data and maintenance recommendations and potential product feature requests. Result: Led multiple teams on initial customer success reviews to refine content of executive recommendation presentations, with high satisfaction feedback from customers on outcomes.
• Formalized IT Using IT Service Management - Reorganized a small IT organization from a cost center to a 40% billed services organization with contribution to R&D activities qualifying for tax credits. The company doubled staff to over 400 employees globally with less than 2% IT staff growth. Completed a $10M capital expansion, transitioning the data center to new corporate headquarters without business disruption. Established a second colocation center that expanded SaaS deployment of products, increased monitoring capabilities to sustain SLAs, and provide corporate business continuity. Prudently managed $4M average IT budget, leveraging vendor relationships to grow assets to 300 physical servers and over 50 TB SAN storage, doubling development capacity and redundancy. Implemented ITIL processes for managing service categories, asset management, incident management and change management. Implemented Sharepoint for enterprise/project collaboration and were early adopters of virtualization (VMware & SAN) technology. Enterprise projects included migration SAP/R3 to MS Dynamics GP ERP, evaluation of CRM tools and implementation of Salesforce CRM for inside sales. Conducted deep security audit building a roadmap to improved network design, monitoring and emergency response, annual vulnerability tests, and SOX audits by Big 4 audit firm.

Confidential, Houston, TX

Engineering Manager, Product Development

Responsibilities:

• Improved Product Development Operational Processes - Spearheaded a CMMI process improvement project aligning quarterly staff goals to improve key process areas. Implemented feature-driven release lifecycle development methods, automated quality testing, and continuous integration build/release methods. Result: Product lifecycle time to GA release dropped 70%, reducing from a 2 year mega-release to 6-month release cycles to clients.
• Redesigned gas transportation nominations system - Conducted $800K architecture evaluation project to replace "thick-client" technology using emerging object oriented middleware component architecture. Result: Reduced delivery costs over "thick-client" solution, and provided order of magnitude improvement in performance and user experience, alleviating government compliance issues and previous problems with cross-platform portability.
• Developed 3-year business plan and a go-to-market sales strategy for new Energy Marketing product. Result: Established a partnership with recognized power marketing consultant/lobbyist to extend requirements to support a holistic energy marketing system for natural gas and electric utility commodities. A joint sales agreement leveraged deep power industry contacts.