Business Intelligence Change Management Strategic Planning

PD MISIR

Austin, TX 281-***-**** **.*****@*****.***

Director, Strategic Transformation

PROFESSIONAL SUMMARY

Senior strategy leader in pioneering operational turnaround, through innovative solutions, bringing efficiency across domains. An adept communicator who leverages cross function, collaborative teams towards a keen vision of results. Putting emphasis on people, processes and performance.

SKILLS

Strategy Planning

Change Management

Automation Reporting

Market Research

Systems & Data Analysis

Stakeholder Management

Implementation Management

Software Development Lifecycle

Data Visualization

Quality Assurance

Project & Program Management

Automation Testing

Business Intelligence

Mentor & Leadership

EXPERIENCE

Loblolly Consulting, Austin, TX, Jan 2023 – Present

Senior Tableau Consultant

Texas Department of Public Safety

Overseeing a high-profile business intelligence and AI initiative independently, through the streamlining of data, system performance, workflow processes and assessments. Supporting C-level leadership on digital transformation recommendations for an enterprise solution plan, leveraging business intelligence tools and artificial intelligence.

Deployed tactical strategies involving change management practices on organizational, technical standards and program coordination.

Managing Finance’s Tableau initiative to a more sustainable outcome.

Developed and improved business and technical processes.

Recommendations on automation, process improvements, and workflow efficiency.

Identify current Tableau development teams’ skills levels and suggest professional development and training.

Evaluate pros and cons of enterprise-wide versus business-centric solution.

Provide metrics on overall findings.

Leverage PROSCI, Tableau, O365, SharePoint, KPIs, AI

Visa, Austin, TX, Apr 2022 – Dec 2022

Digital Strategy Manager

Plan and execute several strategic goals on major transformation initiatives, involving disruptive innovations and technologies that improved Visa’s business and customers.

Oversaw and directed strategies on disruptive innovations and technologies.

Transformation of the organization towards meeting next generation solutions through automation.

Managed an integrative solution, through biometrics, robotic process automation, smart buildings, AI, and other advanced futurist workplace solutions.

Leveraged MS Teams Room, TEAMS, O365, Excel, Tableau, Power BI

Freelance Consulting, Austin, TX, Apr 2020 – Apr 2022

Strategy Research & Data Analyst

Executed high yield strategic value-based feasibility studies on business, economic, market and social awareness statistics. Oversee analytical research and increasing project initiatives return on investment.

Results provided realized increased value to recipients and investors between a 40% to 60% yield.

Research and assessments on economic energy unit cost reduction resulted in 95% to 100% sustained reliance.

Leveraged Excel, Access. MS Power BI, Tableau, various online data sources.

Railroad Commission (O&G Regulatory), Austin, TX. Feb 2018 – Mar 2020

Director, Strategic Management Initiatives

Internal strategic consultant on technology, process, change management and continuous improvement transformation initiatives, turning antiquated processes, mindsets and technologies into an advanced digital best in class.

Senior Strategic Advisor to the CEO on enterprise transformation, digital roadmap, and continuous improvements through strategic initiatives

Oversaw market research and feasibility analysis on organizational studies, evaluations, change management, process automation, and implementing these changes.

Conducted market research, partnerships, and strategy planning.

Attend conferences and trade shows on obtaining solutions

Act as the senior business liaison and point of contact on technology modernization and systems development projects.

Directed systems and procedures evaluations, oversaw work simplification studies, operations and procedures.

Oversaw technology modernization and implementations, by directing the infrastructure team.

Delivered and trained users on new technology, procedures and products.

Supervised the planning and assignment of duties of others, in creating SOP manuals in operating a more efficient and effective organization.

Leveraged MS Visio, O365, Power BI, Tableau, Salesforce, MuleSoft Integration, LMS, SharePoint, AS400, SQL Developer

P.D Securities, LLC., Houston TX, Jan 2016 – Feb 2018

Investment Portfolio Manager

Achieved 68.09% ROI on account investment returns through low-risk strategies on options, indices, futures and stocks.

Revenue maximization by strategic leveraging with minimum account fund risk.

Research market trends and directions. Implement technical analysis, investment discipline and strategic planning.

Executed current to future state recommendations to clients, yielding improved efficiency through business process analysis and continuous improvement methods.

Provided low-cost, high-quality trading/gaming PC systems to select group, through extreme market cost-effectiveness and efficiency.

Leveraged TD Ameritrade Thinkorswim platform, Excel, Fin Data, tasty Trades

TEKsystems, Inc., Houston and San Antonio, TX, Oct 2012 – Dec 2015

Director, Business Strategy & Transformation

Assessed, directed and implemented strategic initiatives, transforming clients’ business process and operations landscape, through best practices and standards.

Tesoro (San Antonio) - Led enterprise-wide QA and testing initiatives, achieving 90% reduction for IT Defect and Release Management rate through Lean Sigma QA processes, automation workflow testing governance and standards.

Leveraged Visio, SAP, Service Now IT Service Management, HP QC and ALM, WorkSoft Certify

Enable Midstream Partners (Houston) – Led the business transformation initiative off existing CenterPoint’s Energy and Oklahoma’s Gas & Electric legacy systems to proprietary systems.

Oversaw and directed multi-vendor product implementations through automated workflow.

Leverage MS Visio, Office Suite, FlowCAL, Quorum, and Service Star.

Yellow Cab (Houston) - Spearhead strategic innovation for enterprise-wide initiatives, lowering operating costs by 25% and increased revenue by 30%, through advanced automation methods, Time Based Efficiency Metrics, BI and new technologies.

Achieved optimum value between proprietary and vendor solutions through negotiated SLA.

Turned Metro’s loss generator account to 60% revenue generating service by process re-engineering.

Chevron (Houston) – Spearhead turnaround of a failed North America business units strategic initiative, petroWEB Navigator 3.0, through open communication, leadership, and team collaboration, thereby engaging and empowering business owners on decision making.

Gulf of Mexico’s BU pilot provided the road map for other North America business units deployments.

Avanade, Inc., Houston, TX, FEB 2011 – SEP 2012

Senior Project Manager and Business Analyst

Oversaw a successful vendor partnership on delivery specifications, requirements, and support needs of business.

MD Anderson Cancer Center – Coordinated state-of-the-art deployment of Nuance voice-to-text MRI reporting, resulting in 80% efficiency increase and real-time reporting on physicians obtaining patients reports.

Increased diagnostic physicians and interns’ productivity by 90% through real-time reporting, leading to shorter turnaround receiving time to MRI department.

Leveraged UML diagrams, SharePoint, TFS, Microsoft Expression Blend 4.0, HP Mercury Quality Center, MS Project, Visio.

J.P Morgan Chase, Lewisville, TX, Jun – Nov 2010

Senior Project Manager and Business Systems Analyst

Managed cross-function coordination and collaboration of an underwriter and technical team towards an application development and implementation of U.S Treasury Home Affordable Mortgage Program guidelines.

Oversaw mortgage qualifications analysis, leveraging underwriters’ expertise.

Directed J.P Morgan Chase’s application reverse engineering team towards sustainability and lowering development costs by 70%.

Kelly Services, Inc., Houston, TX, May 2008 – April 2010

Quality Assurance Project Manager

Managed several clients’ critical data management projects with enterprise impact and strategic importance.

Aramco Services (Houston) – Oversaw coordination and deployment of core engineering documents and guidelines to contractor, Halliburton for Yanbu Export Refinery project (Saudi Arabia).

Enforced QA/QC standards be met before deliverables are transferred to the engineering team.

Managed project full lifecycle to onsite completion in Saudi Arabia.

Chevron (Houston) – Supervised Reservoir Information Management and Pressure, Injection and Production initiative.

Directed the streamlining integration and automation of upstream engineering data under Chevron’s project methodology (CHDEP).

Held offshore/onshore teams accountable to quality standards and goals, without exceptions.

BP (Houston) – conducted data analysis and data quality optimization reporting, resulting in improved upstream pipeline decision making.

Shell Oil Company, Houston, TX, Oct 2006 – Apr 2008

Program Management Office Manager

Directed several deployment initiatives from SCM to an integrated commodity trading platform to a global support desk system.

Directed the initiation to deployment a live streaming NYMEX quotes energy and oil and gas trading

platform for Shell Trading.

Automated SCM for automakers plants, achieving higher JIT inventory reordering.

Achieved 90% effective tickets approval time with online global support desk platform and streamlined invoicing system, resulting in cost savings through a single system platform.

EDUCATION

M.B.A, Business Administration, University of Texas (Odessa, TX)

B.B.A., Finance, University of Houston (Houston, TX)

A.A.S., Computer Information Sciences, San Jacinto College (Pasadena, TX)

CERTIFICATONS & TRAINING

Strategy Planning – Jan 2022 LinkedIn Learning

Change Management Foundations – Jan 2019 LinkedIn Learning

Communication Foundations – Jan 2019 LinkedIn Learning

Six Sigma Foundations – Jan 2019 LinkedIn Learning

Emotional Intelligence and Leadership – Oct 2019 LBJ School of Public Affairs, University of Texas (Austin)

Predictive Analytics with Machine Learning and Data Mining – Nov 2019 McCombs School of Business, Texas Executive Education.

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