Technology Strategy and Development
Complex project management and implementation
| Turnaround CIO and Transformation Team Leader for multi-billion dollar healthcare
services provider |
Selected by CEO to oversee transition to more effective enterprise
systems. Directed Infrastructure, Applications Development, Security
and IT Procurement & Finance, with staff of over 220. Reported to
Board of Directors on IT audits, strategy and risk management. Led a
team of internal and subject matter expert resources to develop an
IT strategy and execution roadmap to advance organizational
security testing vendor selection, evaluation project
and response plan to meet compliance standards for
patient health information (PHI) and other sensitive
Established relationships with global technology vendors
to negotiate licensing contracts, reduce networking and
infrastructure management fixed costs and elevate
enterprise-wide business intelligence initiative.
Evaluated: systems design; architecture (hardware,
software and security); budgeting; project governance;
and vendor management. Presented evaluation framework,
alternatives and cost/benefit trade-offs.
| Technology and operational reviews for large regulated public energy utility |
Outlined a go-forward action plan to elevate IT value and data governance standards as part of an
organizational assessment team. Recommended strategic framework to strengthen data analytics,
centralize business rules and optimize capital allocation. Separately, analyzed modernization
options for a proprietary legacy application that had reached end of life due to obsolete
programming. Led sessions with leaders and staff to evaluate vendor proposals, costs and
operational risks. Compiled decision metrics and recommendations for the CIO.
| Stock Option Data Warehouse and Reporting |
Challenge: Fortune 500 company employees and financial managers
required timely access to personal stock option data and related SEC
plan information stored in several locations. Information was
distributed via Email and printed reports.
Solution: Integrated employee stock option tracking
software package with corporate Intranet and legacy systems.
Developed complementary data warehouse allowing subsidiaries to
manage multi-currency data remotely and generate financial reports
on demand. System allowed personalized access control by individual
Benefits: Reduced costs and processing errors by
allowing employees to view data and request option exercises and
transfers online. Financial managers reduced processing time and
increased accuracy of SEC reporting.
| Global B2B Sales and Marketing Portal |
Challenge: International product growth at foreign
manufacturer stalled due to
rising operational costs in a commodity business.
Solution: Developed B2B sales and marketing portal
enabling worldwide customers to place orders and research product
features at global industrial supplier.
Benefits: Increased global sales by 45% and reduced
operational costs. Decreased order errors and turnaround time.
| Knowledge Management and Corporate Financial
Challenge: Large conglomerate needed better
information coordination across globally dispersed subsidiaries.
Solution: Built Intranet knowledge management and
corporate financial reporting system at Fortune 500 global
manufacturer. Provided worldwide infrastructure to exchange
documents and business tools.
Benefits: Replaced complex manual process with
real-time data reporting and allowed roll-up of financial data
across international subsidiaries.
Integration of software, hardware and data feeds systems
| Bank Consolidation |
Challenge: The trust division of a global brokerage firm was running two separate banks: one state chartered and one federally chartered. This dual-bank structure duplicated business processes and regulatory burdens.
Solution: Obtained legal and regulatory approval for a single federally-chartered bank. Integrated business, technical, and operational strategies. Coordinated internal operations and external vendor systems to eliminate redundant programs.
Benefits: Increased margins by streamlining operations, reduced costs for ongoing systems enhancements, and decreased regulatory reporting requirements.
| Cash Sweep Program Implementation|
Challenge: New higher margin brokerage cash sweep vehicle could not be rolled-out until eligible accounts were identified and portfolio systems were modified. Accounting system run at outsourced data center did not support complex account tiering required by the new product. Lack of consistency among business units caused confusion in consolidated client statements.
Solution: Analyzed financial, legal and compliance requirements with corporate specialists. Coordinated program team of 500 vendor and internal resources to define business requirements, redesign vendor application architecture and modify internal infrastructure to support new product.
Benefits: New cash sweep program added millions to bottom line in increased margins. Attained consistent client statement presentation across business units.