PROFESSIONAL SUMMARY

• Technically proficient and highly influential leader in IT industry with 15 years of experience in achieving exceptional project execution, relationship management, and team performance. Extensive experience leading system implementation and change initiatives. Experienced in all aspects of the systems development life cycle and a wide range of implementation methodologies. Specializing in enterprise financial and litigation management/support systems.
• Provide administrative leadership, business development, operations establishment and direction, business process improvement and change management, program and project management, fiscal oversight, quality assurance, and customer satisfaction.
• Establish technology infrastructure, develop IT methodologies and standards, plan and execute IT strategy, and provide system maintenance, updates, and support.
• Orchestrate large capital projects through needs assessments, initial documentation, project scoping, budgeting, timeline, risk management, resource allocations, reporting, and delivery.
• Skillfully manage cross-functional teams to develop and implement innovative technology solutions to support process change initiatives and client needs internal and external .
• Foster and maintain high-value relationships with internal and external entities.
• Recruit, train, and coach teams to meet and exceed corporate expectations.
• Provide client needs assessments for customized solutions, and provide expeditious issue resolutions.
• Present complex concepts to technical and non-technical audiences.

Areas of Expertise:

• Program Project Management
• Corporate Leadership
• Strategic Planning
• Business Client Partnering
• Technical Creative Initiatives
• Complex ERP CRM Implementations
• Enterprise Content Management Case Management, Document Management, Imaging, Workflow, and Contract Management
• Policy Enforcement
• Electronic Billing
• Competitive Trend Analysis
• Forecasting
• Reporting
• Tool Creation
• Root-Cause Analysis
• Talent Development
• Goal Setting
• Performance Management
• Benchmarking
• Communications
• Executive Presentations and Facilitation
• Vendor Management

PROFESSIONAL EXPERIENCE

Confidential

Senior ECM Specialist

A Dallas-based ECM Solutions company that delivers pragmatic ECM solutions that bring new levels of automation and agility to document-intensive business processes. From a flexible capture platform, to a complete range of ECM services, Imagine Solutions help clients substantially improve information quality, increase operational effectiveness and mitigate compliance risk, in a cost-effective fashion.

Confidential

• Effectively managed one of Union Bank's largest Enterprise Content Management initiatives, focusing on process improvements, cost reduction, timely delivery of critical information and customer service satisfaction.
• Successfully managed and lead a team of senior analysts and subject matter experts in the definition or requirements, design, and impact analysis of a multi-million dollar enterprise-wide wholesale loan origination system WLOS initiative.
• Spearheaded a process improvement initiative affecting all bank branches, focused on streamlining and automating the processing and delivery of fee adjustment documents, through the effective use of imaging and workflow technologies IBM FileNet and BPM and eliminating the expensive daily courier deliveries.
• Effectively developed and maintained project-related artifacts such as Project Charters, Project Scope Statements, Project Risk Charters, Project Schedules, Project Plans WBS , and Status Reports to bank executives and company leadership.
• Successfully facilitated user requirements meetings, conducted detailed design sessions.
• Effectively designed and presented solution storyboards to senior managers and bank executives, and documented system, function, and non-functional requirements.

Confidential

Senior Business Management Consultant

• A Los Angeles-based consulting firm specializing in processes improvement, enterprise implementation initiatives, business process engineering, enterprise content management solutions case management, document management, e-billing, and electronic discovery services and program and project management.
• Provided business development, operations establishment and direction, process improvement, program and project management, sales and marketing, fiscal oversight, quality assurance, and customer satisfaction.
• Excelled in development, operation, integration, and promotion of enterprise systems and software for Fortune 500 organizations and federal government.
• Conducted complex system analysis and requirements gathering, and present detailed findings and recommendations.
• Delivered time-sensitive, concurrent projects in challenging settings.

Confidential

• Engaged with State Bar's senior leadership to lead four major strategic initiatives with high impact and high visibility across the State Bar.
• Directed the research and analysis of the Enterprise Content Management ECM initiative at the State Bar, and facilitated the selection of the ECM platform. As part of the ECM initiative, analyzed, evaluated, and selected an Enterprise Document Management solution and vendor, and facilitated the procurement process.
• Defined, organized, managed and Lead the State Bar's PC Upgrade initiative. Facilitated the selection of new PCs, and drafted the Statement of Work for the procurement of the 700 user PCs, and successfully lead the team to deploy 700 PCs across the State Bar's Los Angeles and San Francisco locations.
• Spearheaded the Technology Proficiency Initiative at the State Bar and evaluated technology assessment tools and vendors to determine approach for State Bar. Successfully defined assessment approach and negotiated with vendor to create and conduct custom technology assessment for State Bar employees.
• Effectively managed vendors for multiple initiatives, and coordinated projects and efforts across the State Bar resources.

Confidential

A fast-growing IT consulting firm providing exceptional consulting, and custom-developed solutions to the Federal Government and high-profile Fortune 500 companies, in the areas of health informatics, case and document management, and data management and analytics.

Senior Manager Solutions and Delivery

• Demonstrated exceptional leadership through participation in establishment and drive of enterprise with focus on provision of complex ERP and CRM implementations, and multi-year, multi-platform technical implementations for complex health informatics, document and records management, financial management, electronic billing, informatics, reporting, legal case and matter management, and electronic discovery. Using an customized agile approach to project delivery, based on eXtreme Programming, but modified to suit the company's culture and product line, coupled with best practices in project management methodologies, successfully delivered and implemented multi-year, multi-million dollar implementations, on time and within budget.
• Managed the complete proposal creation process to include gathering information for data calls, coordinating with team members, assembling writing templates, tracking the proposal through deadline, gathering requirements from the SOW, RFP, RFI, RFQ, etc., and increasing the win probability by ensuring all the guidelines are met.
• Spearheaded the implementation of SharePoint's integration with Spin Systems' flagship enterprise case management software by developing internal and external objectives, providing management oversight on project deadlines, schedules, and budget, and prioritizing development tasks for multiple in-house and outsourced teams.
• Lead the definition, design, implementation, and marketing of two major product initiatives: 1 SBF Project Management SBF-PM , which became a company standard for tracking, monitoring, and managing projects and their monetary earned values, and 2 SBF Cases Express SBF-CX , which is a scaled down version of Spin Systems' legal case management product that targets smaller legal enterprises.
• Involved in all phases of the Software Development Life Cycle SDLC including process review interviews with business users, functional requirements gathering, design and development, data conversion, configuration, testing, deployment, documentation, training, maintenance, and release management.

Career Projects:

Confidential

Senior Manager Subject Matter Expert

• Brought in to lead and replace their business applications. Led the discovery phase through process improvement recommendations and implementations. This was a 5.5M project, which encompassed 12 different sections of the US Department of Justice.
• Lead a team of consultants to review, analyze, define, and document the system requirements, complex business rules, and reporting for a large-scale implementation for case management, and oversaw the delivery of all related documentation.
• Provided business process re-engineering and streamlining processes, and oversaw system integrations and migrations.
• Facilitated all executive management briefings, including meetings with the Department of Justice CIO, and the Associate Attorney General.
• Developed and maintained project-related artifacts such as Project Charters, Project Scope Statements, Project Schedules, Project Plans WBS , Status Reports, and Risk Registers.
• Oversaw and managed all aspects of the Software Development Life Cycle SDLC , and applied a mix of agile project management techniques and methodologies including XP, SCRUM, and RUP.

Confidential

Senior Program Manager

• Identified opportunity within Office of the General Counsel, and lead the business development, and technical demonstrations efforts to successfully win the contract.
• Lead the successful execution of all stakeholders' requirements sessions, using an agile approach, and successfully delivered a systems design document.
• Worked in conjunction with the development teams to disseminate technical design specifications, provide guidance and leadership, define test conditions, develop accurate test cases, and assist in system configuration and testing.

Confidential

Senior Manager Subject Matter Expert

• Played an instrumental role in leading the requirements efforts, and successfully conducted all pre-contract system demonstrations for the Office of Corporate Oversight, and General Counsel.
• As the Subject Matter Expert, lead, conducted, and facilitated all Business Process Reengineering sessions with key stakeholders, and oversaw the documentation and delivery of formalized requirements, which significantly improved business processes and bottom line.
• Defined, created, and delivered customized technical solution, using a rapid application development platform for case and document management for the Office of Chief Counsel, Third Party Actions, Compliance, Risk Management and Investigations, and Security.
• Increased visibility of Executive Management into development KPIs by providing executive reporting, reviewing quality of work products, and facilitating executive briefings.

Confidential

Senior Manager Subject Matter Expert

• Spearheaded the business development efforts, client requirements meetings, and executive demonstrations to ultimately win the contract.
• Lead a team of consultants and developers to successfully replace a complex case and document management solutions consisting of three separate platforms to a unified web-based system.
• Acted as the executive sponsor for the project, and mitigated and lead all contract-related issues, from scope definition to change orders.
• Interfaced with client's executive management and senior leadership, and facilitated all briefings for the project.

Confidential

Senior Manager

Captured, developed, and guided client data management projects with average budget of 1.5M. Provided case, correspondence, and document management for clients to include U.S. Department of Justice, Virginia State Corporation Commission, 20th-Century Fox, and Sempra Energy.

• Launched customized case and document management solution including high-speed scanning component, electronic case filing, public access portal, and senior management reporting.
• Orchestrated development and integration of case and document management program across State Corporation Commission.
• Designed and deployed Web-based public access portal for case-related information.
• Earned Client Appreciation Award.

Confidential

Senior Technical Project Manager

• Industry leader and provider of Enterprise Content Management software.
• Exceeded expectations through leadership of multiple high-profile projects delivering case and document management systems and software. Provided proposal development, requirements gathering, system configuration, software installation, and deployment. Prepared technical demonstrations and conducted end-user and administrator training sessions.
• Facilitated deployment of customized solutions to U.S. Department of Justice, U.S. Securities and Exchange Commission, United Parcel Service, U.S. State Department, Virginia State Corporation Commission, and Public Defender Service for District of Colombia.
• Successfully deployed custom document management solutions using Company's suite of products at several high profile agencies and commercial clients.

Confidential

Systems Engineer

• Industry leader and provider of Enterprise Content Management software.
• Achieved excellence through engagement in the following initiatives:
• Facilitated implementation of large-scale technical system in South Texas Nuclear Plant.
• Executed the development of custom Oracle reports.
• Participated in establishment of Computerized Maintenance Management System replacing 64 legacy applications across Arnold Engineering Development Center for U.S. Air Force. Supported analysis of applications, and documented gaps in functionality between systems.

TECHNICAL SUMMARY

• Oracle Forms
• Oracle Databases
• SQL Server Reporting
• SyBase
• Microsoft Visio
• IBM FileNet P8
• OpenText eDOCS
• Interwoven
• SharePoint 2010, 2013
• IBM Datacap
• Encapture Imaging
• Kofax
• Enterprise Architect