●Excels at troubleshooting and leading business transformations for maximum ROI.
●Assesses business processes, architects solutions, delivers & institutionalizes successful transformations.
●Nominated by Forbes in 2016 as leader in Big Data integration delivery for Enterprise Analytic Solutions.
●Develops Technical Enterprise Portfolio, Program, and Product Roadmaps. Drives to successful delivery.
●Exemplary reporting ability using multiple Business Analytics tools for both C-Suite larger team(s).
●Oversees Development, Testing, Release, DevOps and Data Governance teams.
●Proficient in the coordination of resources for highly complex programs
●Experienced in all Waterfall, Agile techniques SAFe 4.0 Scrum, Kanban, Retrospectives, Lean, Scrum of Scrums.
●Budget Planning, Analytics, IT Strategic Alignment, SMAC, Confluence, JIRA, SharePoint, Containers
●Strong problem solving, decision making, issue analysis, and resolution skills. Highly organized.
●Certified in Smartsheets (Control Center, DataMesh) JIRA, Confluence (Connectors) Version1, Rally.
M.A. Technology & Communications Management; Denver University, Denver, CO
M.I.S. Information Science; Indiana University, Bloomington, IN
B.A. double major Urban Planning & Geography; University of Arkansas
Executive Leadership Program; Berkeley Haas School of Business
Executive MBA coursework; The College of William & Mary
PMP, Agile Scrum Master, Agile Product Manager, SAFe 4.0, Smartsheets, Service Delivery Mgmt., Big Data, Business Analytics, Engineering Mgt., Portfolio Mgt., Product Management, Software Engineering, HIPPA, Rally Super User, Paralegal, Six Sigma.
Founder & Managing Consultant, Wallace-Rose Investments, USA. 2002 – Present
Acquire, lead, manage complex IT solutions, products, analytics and audit programs for clients in multiple industries and market sectors. Oversees all levels of a program or product lifecycle including requirements elicitation, architecture and design, budgeting, creation of effective communication and workflow channels among necessary divisions while maintaining solid vendor relationships and ensuring on-time program/product completion. Utilizes expertise in Product Management, R&D management, Solutions Sales, Marketing, budgeting, Business Analysis, Cost Controls, Executive Reporting, Compliance and QA to deliver successfully.
●HIMSS Program Manager – Worked as Program Manager in USA with McKinsey Consulting in Germany and United Kingdom to secure second round funding HIMMS subsidiary professional services organization. Worked completely remote starting March 2/21 – 4/21.
●Ball Corporation Program Manager – Assistant Director/Program Manager for Data Integration & Analytics 45 person + organization onshore and off-shore. Turned around the failing Pricing Program (Vendavo Software) integration with SAP and #6 priority corporate program that had been failing for 18 months and successfully brought it to completion in 6 months. Worked UK & US time zones daily. Analyzed all IT project/program data (ServiceNow & JIRA) and presented to C-Level that 17% of all KTLO efforts were actually project work that was not being funded by the Business. In 14 weeks delivered a #5 priority Data Governance project integrating Collibra software across the enterprise along with conducting ROI comparisons between Collibra and Safyr. Delivered POC and instituted for use of Meisterplan across IT organization for Resource and Capacity Planning. Was scrum master for reporting organization QlikSense, Talend, and Snowflake. Worked completely remote starting Mid-March 2/20 – 11/20.
●DISH Networks Program Manager for In Home Services. Brought in for a 90-day contract to re-engineer LOB delivery process from Ideation through Release to a 30 – 45 day cycle to support exclusive contracted services with Google. Developed, documented and received approval for new HIS Product delivery process using collaborative problem solving methodologies with both the Business and IT sides of the house. Rally was the PPM for the IT and established entrance and exit criteria that mapped to the new HIS Product Cycle Process as well as performed the necessary data mapping and analysis to support ServiceNow which was the source of record. Developed a 12 month Road Map for Rally improvements that included auto-population from ServiceNow. Worked with IT HIS to clean up Rally reducing over 300 Initiatives to 77 active Initiatives that mirrored ServiceNow and would support near real-time reporting on Initiatives, Features, and User Stories. 10/19 – 12/19.
●Charter Project Manager for Applications Provisioning Operations (APO) for UIDP Program entering its 3rd year. My role was to achieve buy-in from 58 Application and Product stakeholders, provide logistical guidance for 29 business critical applications across 3 telecommunications footprints (servicing 30M subscribers) to move in a phased approached to a newly architected platform in a development environment without a formal release management or PMO processes. Additionally, worked as the communications interface between Product and Operations. I managed using Smartsheets, JIRA, and MS Office tools used Agile and SAFe practices where applicable 7/18 – 12/18.
●Charter Program Manager for Advanced Engineering managed a 26 member team with 3 major work streams; Network Applications, Data Center and Network Functions Virtualization (NFV). Reorganized work into 2 Kanbans and 1 scrum. Performed project audits reduced JIRA projects by 73%. Introduced and institutionalized new workflows. Performed duties as Scrum master and well as Scrum Coach for team. Worked with Technical Writing to transfer archive of approved documents to the AE Standards Repository. 2/18 – 06/18.
●ADT Salesforce.com Project Manager - Dealer Channel extended Salesforce.com capability to enable sharing of Leads, New Orders, Content, Mass Communications, Case Management and availability to Mobile devices to Dealer LOB. Solution integrated with existing Dealer Web on Adobe Cold Fusion platform. Responsibilities included Data Governance, Budgeting, Resource Planning, build out of Project re-design, Product Owner role, PMO and executive reporting. Drafted 200+ User Stories and input into JIRA while Integration activities with Protection1 merger was occurring. Used Salesforce.com sys admin and developer screens, Planview, JIRA, Confluence, MS Project and MS Office 365. Aurora CO. 7/17 -12/17.
●Cigna Enterprise SAFe Coach, Agile Program Architect & Admin stood up Agile Center of Excellence RallyHelp@Cigna for 35,000 employees. The design requirements for RallyHelp@cigna were responsive and self-sustaining. Created 24 month roadmap for phased delivery. Provided Agile and RallyHelp@Cigna via phone and online distribution channels. Automated the licensing, software acquisition and for users. Managed software licenses. Integrated RallyHelp@Cigna with enterprise wide Cigna Support Center. Provided Rally instruction via classroom & WebEx. Documented solutions, business processes. Built out ACoE wiki, ACoE SharePoint site, provided Data Architecture services to Agile SAFe Release Trains, Programs, and Portfolios. Customized dashboards for scrum teams, Kanbans, and 75% travel, Bloomfield, CT. 9/16 -6/17.
●Truven Health Analytics Project Manager did initial One Truven Experience Program [Data Lake] incorporating Tableau, set up in Rally tool consisting of 4 Scrum teams, User Stories, tasks, Point, Hours, parent/child relationships and, Rally catalog apps along with training a team of 24+ (on-site and remote) using WebEx on-site in Agile
●IBM Watson Research Lab & McCormick & Company Project Manager for Big Data Cognitive Computing Research Program Drafted and secured Sr. Mgt. 7 sig acceptance sign off on Program Charter, Communication Plan, Roadmap, RACI, WBS, and Risk/Issue matrix for Big Data Program with MKC Chief Scientist & CIO sponsorship. Week 2 developed and hosted two day workshop for IBM Watson team to meet with MKC Product Development and IT. Led Due Diligence effort on data sources. Set up entire resource and financial templates in Clarity. Designed data structure & classification system, as developed, administered, and populated Program SharePoint site. Provided detailed analysis on SOW/MSA and analysis on suggested encryption levels. Drafted Discussion Papers re: business risk for audit purposes. Scheduled entire Big Data Program’s weekly Leadership meetings, Steering Committee meetings, as well all hosted visits and events. Baltimore, MD. 2/15 - 12/15.
●State of Colorado Governor’s Office Information Technology IT Program Audit brought in as an independent verification and validation for “major project” History Colorado Ute Museum extension as required by C.R.S. 24-37.5-105 (4)(a)(VII)(VIII). Initiated required Communication Plan, Project Road Map, WBS, BRD, Risk Assessment, DR Plan, and funding strategy for ongoing maintenance. Identified gaps in current Project Plan and offered solutions for “major project” to be in full compliance with C.R.S. 24-37.5-105, C.R.S. 24-37.5-109. Denver, CO. 01/15.
•TW telecom Project Manager brought in to turn around a customized Enterprise Salesforce.com implementation in the midst of Business Acquisition Integration activities with Level 3. Managed 7 application teams, on-site, off-shore, and remote developers. Was responsible for managing and coordinating Unit, System Integration, QA, Regression, and UAT testing as well as refresh, defect, Issue, and Risk Management. Developed Go-Live Deployment plan through building relationships and coordinating with new CM organization, Sales, Application managers, DBA teams, and developers. Used Agile/Scrum methodology. Hosted daily Scrum of Scrums. Used Version1 as Software Program Development management tool and provided all essential Executive and Program reporting. Created and maintained Salesforce.com Communication Plan, Resource Plan, Calendar, and Deployment Schedule via SharePoint. Worked with C-level executives and entire 146 members of the Implementation team. Denver, CO. 01/14 - 11/14.
•Wellmark BCBS IT Environment Project Manager managed the architecting and delivery upgrade from a 4 tier to 5 tier environment to better enable current Unit, System, and UAT testing and establish future in-house operations capability as well as meet Federal ACA requirements. Used Agile methodology, established and maintained Quantum Program Communication Plan, Calendar, Plan/Schedule via SharePoint. Partnered with Release Mgmt. and Testing Mgmt. teams. Worked with C-level executives and all members of 259 person team. 100% Travel, Des Moines, Iowa. 3/13 - 12/13.
•@5280BigData: Business IT Architect, Project Manager Architected, designed, developed (uses Hadoop framework) and maintains Social Media channel for distribution of content and mind-share of Big Data, emerging tools, thought leadership, companies promoting tangible solutions for the complexities surrounding Data Volume, Variety, and Velocity specific to both the Boulder/Denver and global Big Data ecosystem. Current.
•BigDataWeek/Colorado CoChair, Project Manager for local and global effort to promote the use and application of Big Data concepts, tools, and platforms among regional R&D and business communities. Provided oversight and delivery of Big Data Science Fair and Coffee @ Techstars, hosted presentation for start-up and data enthusiasts. Coordinated multiple Big Data demos and sessions. Owner of @5280BigData. Participants included SendGrid, Precog, FUSE, GNIP, CU, Tagwhat, Trueffect, and Techstars. Boulder, CO. 2/13.
•TriZetto Scrum Master for Consumerism Initiative provided PM capability to Big Data & Analytics Division’s Healthcare Acquisition. Managed and advised on the development of Vendor Assessment Tool Kit, all Vendor Management Assessments, and on-site Due Diligence activities, ands drafting of Business Due Diligence Plan for acquisition w/recommendations for C-Level audience. Architected, designed, developed, and administrated Program SharePoint site. Operated in a matrixed environment across multiple time-zones and exclusively at the executive level. 2/12 – 12/12.
•TMG Health Project Manager for 4 MAPD and 2 PPO customized TMG software implementations, including Medicaid and Medical Management services. Also managed the Annual Operational Readiness exercise to ensure that CMS guidance was in place with existing accounts. Worked with all areas of the enterprise to establish a reusable process for forecasting and managing annual new business implementations. Established and led the Program Focus Group to (precursor to a corporate PMO) to facilitate intra-divisional communications, coordination, and planning across the entire Sales/Delivery lifecycle. Developed, coordinated, and delivered 1 day workshop to provide training on cross-organizational requirements for gathering a Program baseline for development of an Enterprise Implementation WBS and Schedule. Created and managed 7 work groups and 5 PMs to re-engineer broken processes while managing current 2012 implementations. Documented problem areas to be re-engineered for the 2013 schedule. Scranton, PA. 7/10 – 12/11.
•ProMorphics Director of PMO developed and institutionalized ProMorphics “One Team” methodology while architecting, building, and deploying organizational infrastructure including SharePoint Server and SAP by Design. Initiated PMO processes via Org Chart, Weekly Corporate Portfolio Status views of internal and external projects, Sales pipeline, and IT development environments. Charged with building and training Solutions Delivery team in Agile/Scrum methodology. Project managed Center of Excellence and SAP By Design enterprise rollouts. Was billable 50% of time doing account management, Project Management, leading dashboard and mobile application design sessions developed in SAP Celsius, Hadoop, HANA, SAP Business Objects Explorer, is, Salesforce.com for Fortune 500 clients in the Telecommunications, Computer, and Energy industry sectors. Virtual, Elmhurst, IL. 01/10 -6/10.
•Promontory Financial Group Director of PMO established and managed start-up logistics and PMO for Federal Government OCC Ordered mortgage foreclosure independent audit review activity. Worked directly for PFG's, Sr. Managing Director. Drafted and managed all revisions of organizational charts, Engagement Letter and required attachments, PMO policies. Responsible for understanding and mapping business process, gathering requirements, analyzing data, proposing solution options, documentation as well as performing coordinating user testing, etc. Managed and mentored four PMs. Managed using AGILE/Scrum and PMP methodologies. Denver, CO. 7/09 – 12/09.
•Erie Insurance Project Manager for Data warehouse assessment deliverable for Fortune 500 Insurance Company with integration to CRM. Managed DW program website using AGILE/Scrum and PMP methodologies. Developed proposal, scope, requirements definition artifacts and project Roadmap, and delivery timeline for Data Analytics and Reporting organization. Managed team of 11 PM’s and developers. Erie, PA. 12/08 – 6/09.
•TIAA-CREF Project Manager for two phases of the “Scaling Brokerage Platform” delivering 300M in new assets to the organization. Lead global co-located team across the full development lifecycle using both Waterfall and Agile methodologies while collaborating closely with the Brokerage business unit and vendors. Responsible for Project Plan, Project Framework, Project Charter, Work Breakdown Structure, Requirements elicitation sessions and Web project management. Responsible for understanding and mapping business process, gathering requirements, analyzing data, proposing solution options, documentation performed Clarity Report configurations, and coordinated user testing. Had a combined budget responsibility of over 5M+. Denver, CO. 1/08 – 11/08.
•InfoNow Project Manager for solution design and customer delivery for Channel Data Management tool developed in Business Objects, SQL, and Salesforce.com. Gathered BI reporting requirements for Global 500 Global clients. Managed solution deliverables using an AGILE/Scrum methodology, SQL, Salesforce.com in a B2B SaaS software development environment. Successfully delivered multiple projects using JIRA with multiple customers at a time. Performed roles as Scrum Master and Risk Mitigation Analyst in a nascent Agile advanced Tech Start-up using open source web based tools for managing project. Responsible for understanding and mapping business process, gathering requirements, analyzing data, proposing solutions, documentation as well as performing configurations, and coordinating UT. Interfaced regularly with global clients, Product Mgrs., Engineering teams, and Vendors. Denver, CO. 9/07 – 12/07.
•Colorado Banker’s Life Regulatory & Compliance Manager Redefined and developed outmoded Compliance Management department including establishing a Sales & Marketing Data Mart. Managed all regulatory and compliance efforts across North America and Guam including AML program management. Established compliance web portal for BI reports, risk analysis queries, and expanded data mining techniques to improve AML practice. Drafted and updated Fraud Plan with STOLI requirements, corporate BCP and AML Program plans, and implemented Fraud management plan and developed Compliance business workflow diagrams and procedures. Responsible for understanding and mapping business process, gathering requirements, analyzing data, proposing solution options, documentation and coordinated user testing. Managed solution deliverables using an AGILE/Scrum methodology exclusively and had two direct reports. Greenwood Village, CO. 4/06 – 8/07.
•Colorado Banker’s Life Project Manager Managed business and system requirements for a multi-million IT modernization project including data warehouse creation utilizing Agile methodologies. Performed roles as Scrum Master, BPM & Systems/Data Analyst. Greenwood Village, CO. 9/05 – 4/06.
•CIGNA Sr. Scrum Master & Product Manager HIPAA Compliance Manager Converted legacy systems to FACETS software for a $250 million re-systemization project managed and ensured data security and HIPAA/SOX compliance for the IT Division, managed and administrated division website for program area. Had 5 direct reports. Managed solution deliverables using a hybrid AGILE/Scrum and Waterfall methodology. Division managed and administrated division website for program area. Greenwood Village, CO. 4/03 – 7/05.
Director of Professional Services - NA, Borland Software Int’l; Scotts Valley, CA, 2000 - 2002
Managed North American professional services division with > 10M P&L and a staff of 25+ consultants.
Integrated professional services sales with software sales, creating 50% growth in 6 months and establishing
strategic partnerships with key customers and complimentary service providers. Expanded division to
include sales of standardized courseware and customized user training along with deploying Salesforce.com
for a CRM effort. Collaborated with direct and indirect sales channels to expand service and solution
opportunities. Major accomplishments include:
●Developed web portal for Professional Services Organization, Sales, Channel Partners, consulting resource support.
●Standardized methodologies and documented best practices for sale of services including delivery of solutions.
●Established & formalized consultant career paths, professional growth plans, and technical training tracks.
●Led Acquisition & Merger opportunity.
Program Director, Compaq Computer Corp; Houston, TX, 1999 - 2000
Hired as a turnaround expert and deal closer on strategic e-business account opportunities worldwide,
representing a $40 million account base. Worked closely with senior business leaders and decision-makers on
multiple global engagements. Highly skilled in Business Architecture, BPM, business case planning, data
management, risk assessment, and client services. Prospected among Fortune 500 leaders Telecom, Energy,
Government, Financial Services, Transportation, and Healthcare sectors. Major accomplishments include:
•Salvaged a critical international manufacturing project spanning 22 companies throughout Western Europe after rolling out effective solutions to increase productivity and streamline operations.
•Succeeded in winning a $30 million bid over Dell, drafted winning proposals, worth $10 million in potential revenue from SOA and Oracle application integration for client. Solution used SaaS for billing and invoicing.
Sr. Enterprise Architect Consultant, IBM Global Services; Armonk, NY, 1997- 1999
Coordinated all aspects of multiple project management with cross-functional teams of professionals
involving enterprise-level domestic and global on-demand SOA solutions. Highly skilled in BPM
re-engineering integrating e-business applications, which incorporated CRM and marketing channel
development. Supported ongoing business development efforts through extensive proposal generation
and client presentations.
•Performed due diligence on a $400 million New Zealand telecom outsourcing bid.
•Expanded account activity by 22% within six months by implementing a $2.7M web services integration architecture to support outsourcing efforts, utilizing COGNOS BI and performance management solutions.
•As Project Manager, facilitated a global leading edge “Watershed Study” to analyze Internet impact on travel industry ROI.
Program Manager, NASA Langley Research Center; Hampton, VA, 1992 – 1997
Hired to spearhead the introduction of new “Internet” programs, along with the set-up of a searchable document web server, utilizing WAIS, HTML, and related technologies. Deployed expertise in Internet technologies, protocols, and web development languages and tools to enhance all levels of corporate communications.
•Instrumental in developing and launching the world’s second documented Intranet.
•Established searchable database engine for search and retrieval of NASA Technical Reports using IP and WAIS.
•Facilitated workstation modernization and information automation initiative for 600 aerospace professionals.
•Developed, marketed and managed the delivery of over 150 Internet and web training classes utilizing TQM, Six Sigma and Train the Trainer methodologies.
•Published over 20 original technical reports and delivered several key papers at international conferences.