Fifteen years of Management Consulting / Trusted Advisor experience in the delivery of innovative business strategy and technology solutions, to clients in the private, public and education sectors, both domestically and internationally.
> Scrum Alliance Certified ScrumMaster > Prosci Certified Change Management Professional > MBA, Duke University > BA in Economics, University of Connecticut
Project Director, CRM Subject Matter Expert, Sr. Business Analyst, Salesforce Consultant. Develop transformation strategies and cloud technology solutions that drive business value. Build trusting and safe environments with client and project team resources, where challenges can be raised without fear, being judged or retribution, with an emphasis on problem solving and win-win scenarios. Completed 25+ Salesforce (SFDC) implementations in the last six years.
Project Director, CRM Subject Matter Expert, Sr. Business Analyst, Salesforce Consultant. Develop transformation strategies and cloud technology solutions that drive business value. Build trusting and safe environments with client and project team resources, where challenges can be raised without fear, being judged or retribution, with an emphasis on problem solving and win-win scenarios.
Completed 25+ Salesforce (SFDC) implementations in the last six years. Assess dynamic business challenges, design data models, user interfaces, business logic, and advanced functionality and automation for force.com applications. Hands-on configuration of end-to-end SFDC solutions; Custom Apps, Objects, Tabs, Record Types, Page Layouts, Custom Fields, Workflow Rules and Actions, Approval Processes, Assignment and Validation Rules, and Lightning Flow (Process Builder and Cloud Flow Designer).
Drive vision and strategy sessions with client Senior Stakeholders to define, scope and plan projects.
Employ Agile methodologies with technical project teams, mentor business stakeholders through software development activities, and drive QA environment planning and execution.
Direct cross-functional, geographically dispersed teams through business strategies, solution design, prototyping, configuration, custom development, application integrations, deployment, change management and training.
Create functional specifications and process flows for new and modified business processes, to drive continuous business process optimization.
Write complex calculations, conceptualize and design financial reports that are representative of business productivity, such as Key Performance Indicators (KPIs), scorecards and dashboards.
Former Salesforce Application Team Lead for 85K+ User Salesforce project; led team of 20+ Business Analysts, and Developers through enterprise process transformation, strategy, design and development of Service Cloud Case and Customer Management, Knowledge Management, CTI and Chat for a Retail, Logistics, Government and Financial Services organization.
Former Subject Matter Expert (Product Owner, Sr. Business Analyst, Salesforce Developer) and Development Team Lead for 1+ year, 8,000-user Salesforce implementation for the United States Department of Agriculture (USDA) Animal Plant Health Inspection Service (APHIS) Emergency Qualification System (EQS) modernization.
Former Interim Director of Client Delivery for $200B Global Pharmaceutical company; CRM strategy to modernize processes and consolidate IT, for Case and Project Management, Demand Capacity Management, Service Catalog, Reporting and Analytics. Former BA and Developer for Micron Technology global SFDC Sales and Service Cloud redesign and implementation. Former BSA for CA Technologies global SFDC Service Cloud implementation.
More than ten years of Management Consulting / Trusted Advisor experience in the delivery of innovative business strategy and technology solutions, to clients in the private, public and education sectors, both domestically and internationally. Led initiatives and teams in the development of Customer Relationship Management (CRM), Collaboration, Knowledge Management (KM), Productivity, Business Process Redesign (BPR), Marketing, Adoption Strategy / Planning, and Enterprise Resource Planning (ERP) at both the enterprise and business unit levels, and developed holistic business and technology solutions that met and exceeded service and performance objectives.
Prior to Management Consulting, worked in the Financial Services and Insurance industries for 12 years, in Managed Care Marketing, Mutual Fund / Real Estate Investment Portfolio Reporting, Call Center Reengineering Operations, Financial Systems and Corporate Communications.
FLIPSIDE BMS, LLC, Arlington, Virginia April 2012 – Present Independent Consultant (Contractor) Project Director, CRM Subject Matter Expert, Sr. Business Analyst, Salesforce Consultant. Develop transformation strategies and cloud technology solutions that drive business value.
Completed 25+ Salesforce (SFDC) implementations in the last 5 years. Assess dynamic business challenges, design data models, user interfaces, business logic, and advanced functionality for force.com applications. Hands-on configuration of end-to-end SFDC solutions; Custom Apps, Objects, Tabs, Record Types, Page Layouts, Custom Fields, Workflow Rules and Actions, Approval Processes, Assignment and Validation Rules, Lightning Process Builder.
Drive vision and strategy sessions with client Senior Stakeholders to define, scope and plan projects.
Employ Agile methodologies with technical project teams, mentor business stakeholders through software development activities, and drive QA environment planning and execution.
Direct cross-functional, geographically dispersed teams through business strategies, solution design, prototyping, configuration, custom development, application integrations, deployment, change management and training.
Create functional specifications and process flows for new and modified business processes, to drive continuous business process optimization.
Write complex calculations, conceptualize and design financial reports that are representative of business productivity, such as Key Performance Indicators (KPIs), scorecards and dashboards.
Former Salesforce Application Team Lead for 85K+ User Salesforce project; led team of 20+ Business Analysts, and Developers through enterprise process transformation, strategy, design and development of Service Cloud Case and Customer Management, Knowledge Management, CTI and Chat for a Retail, Logistics, Government and Financial Services organization.
Former Subject Matter Expert (Product Owner, Sr. Business Analyst, Salesforce Developer) and Development Team Lead for 1+ year, 8,000-user Salesforce implementation for the United States Department of Agriculture (USDA) Animal Plant Health Inspection Service (APHIS) Emergency Qualification System (EQS) modernization.
Former Interim Director of Client Delivery for $200B Global Pharmaceutical company; CRM strategy to modernize processes and consolidate IT, for Case and Project Management, Demand Capacity Management, Service Catalog, Reporting and Analytics. Former BA and Developer for Micron Technology global SFDC Sales and Service Cloud redesign and implementation. Former BSA for CA Technologies global SFDC Service Cloud implementation.
Recently completed 1yr+ role as Subject Matter Expert (Product Owner, Sr. Business Analyst, Salesforce Developer) and Development Team Lead for 1+ year, 8,000-user SFDC implementation for the United States Department of Agriculture (USDA). Former Interim Director of Client Delivery for $200B Global Pharmaceutical company. Former Business Analyst (BA) and Developer for Micron Technology global SFDC Service Cloud redesign and implementation. Former BSA for CA Technologies global SFDC Service Cloud implementation.
Recently completed 2yr role as Subject Matter Expert (Product Owner, Sr. Business Analyst and Salesforce.com Developer) and Development Team Lead for a 1+ Year, 8,000-user Salesforce.com project for United State Federal Government Agency client. Former Interim Director of Client Delivery for $200B Global Pharmaceutical company. Former Business Analyst (BA) and Developer for Micron Technology global SFDC Service Cloud redesign and implementation. Former BSA for CA Technologies global SFDC Service Cloud implementation.
Available for new Contracts starting January 16, 2017
Current Subject Matter Expert (Product Owner, Sr. Business Analyst and Salesforce.com Developer) and Development Team Lead for a 1+ Year, 8,000-user Salesforce.com project for United State Federal Government Agency client.
Completed over 25 Salesforce.com (SFDC) implementations in the last 4 years - Design and hands-on configuration of end-to-end SFDC software solutions.
More than ten years of Management Consulting / Trusted Advisor experience in the delivery of innovative business strategy and technology solutions, to clients in the private, public and education sectors, both domestically and internationally.Led initiatives and teams in the development of Customer Relationship Management (CRM), Collaboration, Knowledge Management (KM), Productivity, Business Process Redesign (BPR), Marketing, Adoption Strategy / Planning, and Enterprise Resource Planning (ERP) at both the enterprise and business unit levels, and developed holistic business and technology solutions that met and exceeded service and performance objectives.
More than ten years of Management Consulting / Trusted Advisor experience in the delivery of innovative business strategy and technology solutions, to clients in the private, public and education sectors, both domestically and internationally. Led initiatives and teams in the development of Customer Relationship Management (CRM), Collaboration, Knowledge Management (KM), Productivity, Business Process Redesign (BPR), Marketing, Adoption Strategy / Planning, and Enterprise Resource Planning (ERP) at both the enterprise and business unit levels, and developed holistic business and technology solutions that met and exceeded service and performance objectives.
Prior to Management Consulting, worked in the Financial Services and Insurance industries for 12 years, in Managed Care Marketing, Mutual Fund / Real Estate Investment Portfolio Reporting, Call Center Reengineering Operations, Financial Systems and Corporate Communications.
FLIPSIDE BMS, LLC, Arlington, Virginia April 2012 – Present Independent Consultant (Contractor) Project Director, CRM Subject Matter Expert, Sr. Business Analyst, Salesforce Consultant. Develop transformation strategies and cloud technology solutions that drive business value.
Completed 25+ Salesforce (SFDC) implementations in the last 5 years. Assess dynamic business challenges, design data models, user interfaces, business logic, and advanced functionality for force.com applications. Hands-on configuration of end-to-end SFDC solutions; Custom Apps, Objects, Tabs, Record Types, Page Layouts, Custom Fields, Workflow Rules and Actions, Approval Processes, Assignment and Validation Rules, Lightning Process Builder.
Drive vision and strategy sessions with client Senior Stakeholders to define, scope and plan projects.
Employ Agile methodologies with technical project teams, mentor business stakeholders through software development activities, and drive QA environment planning and execution.
Direct cross-functional, geographically dispersed teams through business strategies, solution design, prototyping, configuration, custom development, application integrations, deployment, change management and training.
Create functional specifications and process flows for new and modified business processes, to drive continuous business process optimization.
Write complex calculations, conceptualize and design financial reports that are representative of business productivity, such as Key Performance Indicators (KPIs), scorecards and dashboards.
Former Salesforce Application Team Lead for 85K+ User Salesforce project; led team of 20+ Business Analysts, and Developers through enterprise process transformation, strategy, design and development of Service Cloud Case and Customer Management, Knowledge Management, CTI and Chat for a Retail, Logistics, Government and Financial Services organization.
Former Subject Matter Expert (Product Owner, Sr. Business Analyst, Salesforce Developer) and Development Team Lead for 1+ year, 8,000-user Salesforce implementation for the United States Department of Agriculture (USDA) Animal Plant Health Inspection Service (APHIS) Emergency Qualification System (EQS) modernization.
Former Interim Director of Client Delivery for $200B Global Pharmaceutical company; CRM strategy to modernize processes and consolidate IT, for Case and Project Management, Demand Capacity Management, Service Catalog, Reporting and Analytics. Former BA and Developer for Micron Technology global SFDC Sales and Service Cloud redesign and implementation. Former BSA for CA Technologies global SFDC Service Cloud implementation.
