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Selected Projects

  

Technology Strategy and Development

  

Complex project management and implementation

  

bullet 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 capabilities.
 Oversaw security testing vendor selection, evaluation project and response plan to meet compliance standards for patient health information (PHI) and other sensitive data.
  Established relationships with global technology vendors to negotiate licensing contracts, reduce networking and infrastructure management fixed costs and elevate operating model.
 Assessed 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.

  

bullet 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.

  

bullet 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 managers.
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.

  

bullet 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.

  

bullet Knowledge Management and Corporate Financial Reporting
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

  

bullet 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.

  

bullet 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.

  

  

   

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