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Portfolio Management Strategic Planning

San Francisco, CA
October 24, 2023

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Rachael Tauber, MBA 415-***-**** San Francisco, CA 94114

VP of Enterprise Architecture, CIO

An accomplished technology executive with over 25 years of success driving enterprise-wide digital transformation and future-proof solutions that advance business capabilities. Skilled at blending strategy, financial acumen, and risk mitigation to deliver enabling technologies and systems that create competitive advantage. Demonstrated success in establishing technology vision and multi-year roadmaps aligned with corporate objectives. Record of success delivering complex integrations and migrations seamlessly across large organizations and driving significant cost reductions through portfolio optimization, spend management, and process improvements.

Technology Vision & Strategy Multi-year Roadmap Planning Mergers & Acquisitions Business Capability Mapping

Portfolio Management Program Management Release Management Offshore Delivery Management

ERP/CRM/HCM Enterprise Data Management Vendor Selection Business Process Re-design Architecture Design

SOX Compliance Budgeting & Planning Cloud Computing Change Management

Career Experience

Senior Director, Enterprise Architecture – Cisco Systems Inc/AppDynamics Inc (Oct 2022 - Present)

Directed the strategy execution across IT planning, budget management, system migrations, governance, roadmapping, and enterprise architecture. Drove significant cost reductions, ensured IT-business alignment, and provided enabling technologies for the organization through hands-on technology strategy and execution.

Strategic Planning

Technology Roadmapping -- Spearheaded comprehensive application roadmap planning across all functional areas at AppDynamics, emphasizing the consolidation of the application portfolio and the seamless migration to Cisco equivalent platforms.

Governance Framework/Business Alignment -- Pioneered the establishment of a Cross-Functional Architectural Review Board, streamlining and enhancing the new application intake and approval processes, thus fostering alignment with organizational goals and standards.

Financial Management

Financial Stewardship -- Provided strategic leadership for an annual software spend of $75M, optimizing resource allocation and cost efficiency.

Reduction in AWS Spend. Worked with AWS to identify potential areas of savings, engaged external vendor (ProsperOps) to provide additional EC2 compute savings above current savings plan rates—reduced AWS cloud spending by $1.4M (3x the targeted goal).

Budget Efficiency -- Developed optimization strategies and completed in-depth financial analysis that drove cost savings of $5.3M, representing a 25% reduction in the IT budget for fiscal year 2023.


Complex Migration Management -- Oversaw AppDynamics migration from Google Suite to Cisco Microsoft platforms, involving 3,500 users, ensuring minimal business disruption, and maximizing productivity during the transition.

Productivity Platform Consolidations -- Consolidated Google Suite into Microsoft equivalent platforms and Slack transition to Webex achieving a further reduction in platform spend of $700k annually.

Principal Enterprise Architect – Cisco Systems Inc/AppDynamics Inc (Feb 2017 - Sep 2022)

Provided strategic technology solutions by blending strategic planning, financial acumen, technical execution, risk mitigation, and vendor management to provide enabling technologies and systems that advance business goals.

Established technology vision, optimized investments, led complex implementations, enhanced processes, and delivered solutions to current and future business needs.

Managed an annual IT spend exceeding $20M, effectively managed financial resources, and optimized cost-effectiveness.

Principal Enterprise Architect – Cisco Systems Inc/AppDynamics Inc (continued)

Strategic Planning

Strategic Alignment -- Collaborated closely with key business stakeholders to define and shape a multi-year software roadmap, aligning technology initiatives with organizational objectives and ensuring future software investment-proofing.

M&A Integration -- Provided IT leadership during the Dashbase and Perspica acquisitions integration, ensuring seamless incorporation into the AppDynamics ecosystem, minimizing disruption, and maximizing synergy.

Post M&A Integration Process -- Determined the application portfolio disposition of acquired companies in collaboration with the M&A team. Reduced acquired companies' application portfolios and streamlined onboarding from legacy applications to parent company platforms.

Core Processing Platforms -- Led vendor selection projects (Coupa, Workday), defined selection criteria/guidelines for evaluating SaaS-based applications at AppDynamics, and implemented critical systems on time and budget, achieving SOX compliance.

Risk Mitigation

Cybersecurity Expertise -- Developed a blueprint for Log4J remediation using the platform, strengthening the organization’s security posture and safeguarding critical assets.

Geopolitical Risk Mitigation -- Planned and executed corporate systems and product adjustments in response to Russian/Belarus sanctions, safeguarding AppDynamics’ global operations.

Enterprise Architect -- AppDynamics Inc (Oct 2015 – Jan 2017)


Vendor Selection -- Led the successful execution of vendor selection projects for transformative platforms like Coupa and Workday, establishing comprehensive selection criteria and guidelines to evaluate SaaS-based applications.

Vendor Management -- Directed third-party vendors responsible for application development delivery; managed onshore and offshore resources to ensure on-time, on-budget project delivery and quality outcomes.

Development Resources -- Contracted with Accenture for offshore development resources to bolster inadequate development resources for a NetSuite ERP system. Enhancement request delivery achieved for business stakeholders with regular three-week sprint releases.

Streamlined Application Support -- Pioneered a streamlined application support process using JIRA, enhancing issue resolution and responsiveness while maintaining transparency. (MTTR trending downward).


Optimizing the Sales Process -- Championed the selection and implementation of the Celonis process mining application to optimize the sales operations process, driving efficiency (reduce time-to-close) and productivity gains (increase deal desk win rate) within the sales organization.

Controls & Compliance -- Led initiatives to review system controls and defined project deliverables, facilitating the attainment of a SOX-compliant application environment, mitigating risks, and ensuring regulatory compliance.

SOX Compliance -- Defined and implemented a control matrix based on the least privilege access policy and achieved SOX-compliant controls within three months.

Senior Business Systems Architect -- Splunk Inc. (Jul 2012 - Feb 2015)

Provided strategic leadership for enterprise software implementations that optimize financial planning processes and integrate complex ERP, FP&A, and business intelligence systems.

Strategic Planning

Software Implementation -- Spearheaded the successful implementation of the Host Analytics budgeting and forecasting software for the FP&A department, seamlessly integrating it with NetSuite through Dell Boomi integrations optimizing financial planning and analysis processes.

Financial Budgeting/Forecasting -- Led vendor selection and implementation of the Host Analytics platform and delivered a well-defined and systematic monthly fiscal budgeting and forecasting process.

Team Leadership -- Held comprehensive responsibility for offshore and onshore development teams while overseeing a skilled team of business application support personnel junior and senior business analysts, ensuring efficiency and collaborative operations.

Senior Business Systems Architect -- Splunk Inc. (continued)

IT Release Management -- Demonstrated expertise in IT release management, effectively orchestrating various ERP customizations, including streamlining journal approvals processing, procurement approvals processing, and consolidated foreign currency exchange rate automation, ensuring timely and effective project delivery.

Risk Mitigation

Quality Assurance -- Supervised rigorous regression testing protocols and effectively managed escalations during NetSuite upgrades, ensuring a smooth transition and minimal disruption to business operations.

Compliance and Control Collaboration -- Collaborated closely with Splunk's internal SOX compliance manager, establishing a solid partnership to maintain consistency and reliability of IT application controls, enhancing governance and mitigating risks.

Consulting Engagements

IT Program Manager/Project Manager -- Independent Consultant (Feb 2008 - Jun 2012)

Planned and executed all stages of the project delivery lifecycle, from requirements gathering to post-implementation support as an independent consultant. Delivered complex deployments that maximize ROI, adoption, and business impact.

Global CRM Implementation -- Successfully managed an international Project NetSuite CRM implementation project for a mid-size software company, which included customizing a quote approvals process, streamlining sales operations, and improving efficiency.

Performance Management Rollout -- Led the global implementation of the SuccessFactors performance management system, overseeing the smooth transition for 530 employees enhancing talent development and performance tracking across the organization.

ERP and CRM Integration -- Project-managed NetSuite ERP implementation with integration using Celigo for a start-up software company, enabling seamless data flow and a unified view of customer information.

Comprehensive NetSuite Project -- Managed a multi-faceted project involving NetSuite CRM, NetSuite support/case management, and NetSuite Deferred Revenue modules for a start-up technology company, optimizing customer relationship management and financial processes.

Vendor Relationship Management -- Effectively managed third-party software vendors, ensuring timely service delivery and swift issue resolution, maintaining critical business operations’ continuity.

RFP Process Leadership -- Demonstrated expertise in managing the RFP (Request for Proposal) process for vendor selection of marketing automation solutions and human resource information systems (HRIS), driving the acquisition of technology solutions aligned with business needs and objectives.

Education and Professional Development

MBA, Finance University of San Francisco

BA, Business Management Clark University

Certified Enterprise Architect -- Enterprise Architecture Center of Excellence (EACOE)

Lean IX Certified Enterprise Architecture Management (EAM) Practitioner NetSuite CRM ServiceNow, Jira ITSM Hyperion Enterprise SAP R/3 & R/4 (Consolidations, FI, CO), Business One) NetSuite ERP, OpenAir PSA Host Analytics Coupa (P2P)

Workday UltiPro ADP Easy Pay SuccessFactors: Performance Management Module

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