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Business Systems Technology Strategy

Location:
Fort Mill, SC
Posted:
February 07, 2025

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Resume:

P a g e * *

Samir Patel MBA, PMP, PMI-ACP

Driving transformation, empowering teams, accelerating growth ******@*****.*** 952-***-****

Charlotte, NC /in/samirp

Senior Technology Executive with a proven track record in driving large-scale business transformations across various industries, including advertising/media, healthcare, finance, manufacturing, retail and technology. Skilled in establishing global shared services, best-in-class processes, and supporting technology platforms that drive business growth and reduce operating costs. Adept at leading cross-functional teams through digital transformations while balancing the people aspect of change management.

Notable Accomplishments:

• Transformed a multimillion-dollar IT budget through strategic ePMO, driving a 15% increase in ROI while maintaining operational excellence.

• Implemented and governed Generative AI tools for creative, media, and production teams boosting productivity by 30% while ensuring responsible AI use in the workplace.

• Streamlined licensing and cost consolidation across business systems, driving $6M in savings over three years.

• Spearheaded the adoption of cutting-edge enterprise platforms, leading to a 30% reduction in operational inefficiencies.

• Established IT General Controls and Disaster Recovery protocols within the PMO framework, reducing audit and compliance incidents by 75%.

• Implemented scalable cloud solutions, resulting in a 30% reduction in maintenance costs and a 50% decrease in infrastructure spending.

• Led a transformative Oracle NetSuite ERP Cloud implementation through PMO with a $6M+ budget, driving a

$29M revenue surge within two years by enhancing operational efficiency and enabling scalable business growth. SKILLS

ERP / CRM/ PSA / BI IT Budget (CAPEX & OPEX) Innovation & Emerging Technologies Program Management/PMO Data Strategy & Governance Team Development & Leadership Data Mining & Predictive Analytics Vendor Management Operation Management/ITIL SDLC / SaaS / PasS / iPaaS Risk Management & IT Governance Agile & DevOps Methodology Enterprise Architecture IT Mergers & Acquisitions Change Management Cloud Solutions & Infrastructure Business & Technology Strategy Stakeholder Management Cybersecurity, SOC 1/2, ISO AI Implementation & Governance Lead to Cash, Procure to Pay Technology Vision & Roadmap Data Analytics & Business Intelligence Post to Close, Hire to Retire CAREER EXPERIENCE

Guided by Good – Atlanta, GA February 2023 – Present Executive Director, Information Systems (Reporting to CPO/COO) Led the implementation and optimization of GBG’s core business systems (ERP/GL, HRIS, PSA, CRM, Media/AI, and BI), aligning technology strategy with business goals to drive scalability and efficiency. Strengthened stakeholder collaboration and empowered teams, fostering a culture of ownership, innovation, and high-impact execution.

• Directed a $10M annual IT budget, balancing CAPEX and OPEX to achieve a 15% cost reduction while maintaining operational excellence.

• Implemented Generative AI tools like Midjourney, Google Gemini, and Adobe Firefly to enhance creativity and streamline workflows while establishing AI governance & best practices for responsible adoption.

• Led the implementation of PSA (Professional Services Automation) and iPaaS (integration Platform as a Service) to optimize project management workflows and system integrations to boost operational efficiency.

• Led PMO initiatives to enhance project tracking, resource management, and reporting by collaborating with cross- functional teams. Implemented continuous improvements, boosting productivity and project success rates.

• Managed all aspects of procurement, vendor selection, negotiation, implementation, and upgrades for all business system. Conducted Quarterly Business Reviews with vendors to align business goals.

• Evaluated ERP systems to consolidate disparate business systems, aiming to unify business processes and achieve multi-million dollar in annual savings on licensing costs. Real Chemistry – New York, NY August 2020 – January 2023 Head of Business Information Systems (Reporting to CIO) Led the Business Information Systems team in implementing and supporting Financial, HRIS, PSA, and BI systems, scaling solutions to match company growth and evolving needs. Advised RC’s leadership with expert insights on key systems, P a g e 2 2

driving informed decisions. Optimized business processes to enhance efficiency and align key workflows, including client-to- cash, procure-to-pay, and hire-to-retire.

• Led the strategic planning and execution of a 12-24 month program with a $6M investment to consolidate IT systems post-M&A, integrating ERP/GL, CRM, HRIS, BI, and FP&A to drive operational efficiency.

• Drove over $2M in annual savings through strategic licensing, contract optimization, and cost consolidation, securing $6M in total savings across three-year agreements.

• Established IT General Controls and Disaster Recovery/Business Continuity protocols for key business information systems, resulting in a YOY 75% reduction in audit and compliance-related incidents.

• Decreased project turnaround time and success probability by enforcing strict project management and change management practices through strategic PMO for all business information systems projects. Ally Lending – Charlotte, NC October 2018 – August 2020 Technology Director (Reporting to Execute Director, IT) Built and led a 30+ member team to strengthen IT systems and infrastructure. Optimized operations by managing costs, implementing upgrades, and enhancing system performance while transforming helpdesk operations to minimize disruptions. Increased platform utilization by 50% through BI integration, enabling real-time insights. Cut maintenance costs by 30% and infrastructure spending by 50%, saving $3.5M annually with scalable cloud solutions. Led process improvements across Engineering and business functions using DevOps, Scrum, and Scaled Agile to boost collaboration and efficiency

Oldcastle Infrastructure Inc. – Atlanta, GA May 2014 – October 2018 Program Manager (Reporting to CIO)

Partnered with the CFO and CIO to develop technology roadmaps and led a $6M Oracle NetSuite ERP Cloud implementation across 80 North American manufacturing plants, ensuring seamless data migration, vendor consolidation, and business process improvements without disruption. Drove a $29M revenue increase over two years through successful ERP transformation and process optimization. Strengthened governance through EPMO, establishing key committees (CCB, ARB) and a project management framework to execute key initiatives that improved operational efficiency and reduced cost.

ADDITIONAL EXPERIENCE

• Technical PM, Bank of America, Charlotte, NC – June 2012- May - 2014

• Technical Lead, Concur Technologies, Minneapolis, MN - June 2006 – May 2012

• Senior Systems Engineer, Target Corporation, Minneapolis, MN - April 2002 – May 2006

• Software Engineer, Cadence Design System, San Jose, CA – June 1998 – January 2002 TECHNICAL PROFICIENCIES

SaaS/iPaaS/PaaS

ERP: Oracle NetSuite, workday,, SAP ECC & S/4Hana, Advantage, UKG, MS Dynamics PSA/PMO: OpenAir, Workfront, Smartsheet, Jira, Clarizen, Box CRM: Salesforce, HubSpot, NetSuite CRM

iPaaS: MuleSoft, Workfront Fusion, Ascential DataStage ITSM: ServieNow, Jira, FreshService, ZenDesk

Generative AI Adobe Firefly, Google Gemini, MidJourney, RapidMiner, KNIME Enterprise Technology

Stack

Tomcat, WebSphere, WebLogic, JBoss, IIS, ATG Dynamo, Java, SQL, Html, XML, JavaScript, ExtJs, Webservices/API, Tableau, PowerBI, Hyperion, Cognos, SSIS, Azure DW, Ascential DataStage, Microsoft SQL Server, Oracle, DB2, Azure Synapse, EDW, DataLake, DataBricks EDUCATION

Master of Business Administration, Wake Forest University School of Business, Winston Salem, NC Bachelor of Engineering in Computer Science, SP University, BVM Engineering College, Gujarat, India LICENSES & CERTIFICATIONS

PMI-ACP – Agile Certified Professional, PMP - Project Management Professional, Oracle NetSuite Certified Professional, MCP - Microsoft Certified Professional for SQL Server, MuleSoft Certified Professional, SCEA - Sun Certified Enterprise Architect, SCJP - Sun Certified JAVA2 Programmer



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