Project Experience

• Business Continuity / Disaster Recovery Plan - FinTech
• Automation (RPA, ML, AI) Training – Financial Services
• Automation Governance & Operating Models – Financial Services
• Enterprise Program/Project Governance Model Design – Insurance
• Automation Advice & Six Sigma Guidance – Manufacturing
• PowerBI Report Development & Strategic Roadmap – SaaS Software
• Automation (RPA, ML, AI) Training – Accounting & Audit Recovery
• Expert Witness; Software Structure, Contracts, & Licensing Model – Logistics

• PowerBI Development, Training, & Integration – SaaS Software Organization
• Product Development Lifecycle Operating Model Design – Insurance
• Automation (RPA, ML, AI) Training – Financial Services
• Order to Cash, Design for Automation – Manufacturing
• Back Office, Design for Automation – Accounting & Audit Recovery
• Leadership & Strategy Coach – SaaS Software Organization
• Operational Excellence Advice and Guidance – Wealth Management
• Expert Witness, System Functionality & SDLC Review Case – Financial Services
• Automation Center of Excellence Implementation – Accounting & Audit Recovery 
• Strategy & Industry Coach – InsurTech Organization

• Interim SVP of Operations – US Based SaaS Software Organization

                   -Day to Day Operational & Development Leadership

                   -Organizational Design & Development

                   -Customer Onboarding and Experience Strategy

                   -Revamped Project Management Office & Standards

                   -Strategic Product Management & Roadmap Development

                   -SalesForce CRM, Help Desk, and Knowledgebase Design & Implementation 

• Automation (RPA, ML, AI) Advice & Guidance – Insurance
• Integration Consultant & Program Manager – Global Software Organization
• Compliance, 3 Lines of Defense Operating Model & Systems Design – Insurance
• Automation (RPA, ML, AI) Coaching & Guidance – Manufacturing
• Process & Systems Design Coaching – Healthcare 
• Automation (RPA) Advice & Guidance - Supply Chain & Logistics
• Coaching, Operations, & Program Management Support – InsurTech Organization

• Strategy, Operations, and RFP Support – InsurTech Organization
• Leadership & Operations Coaching – Multiple InsurTech & FinTech Organizations
• Compliance, 3 Lines of Defense Implementation– Insurance
• Executive Leadership Organizational Clarity Model – Insurance 
• Corporate Strategy, 5-year Plan Design & Delivery – Insurance
• Chief Operating Officer Strategy & Development Coach – Insurance 
• Executive Leadership Communication Model – Insurance
• Process Design & Customer Onboarding Models – SaaS Software 
• Financial & Operations Consultant – Craft Brewing
• Interim Head of Product Management – InsurTech Organization

• Employee Lifecycle Program, Ideation & Design – Insurance 
• Organizational Training Program, Design & Implementation – Insurance
• Leadership Coach; Strategic Planning, Org Design & Op Excellence – Insurance 
• Operational Excellence Advice and Guidance – InsurTech Organization
• Enterprise Records Mgmt. Roadmap & Operations/Systems Analysis – Insurance 
• Strategy Coach, Enterprise People and Culture Strategic Roadmap – Insurance
• Strategy & Agile Training/Coaching – Customer Communications Software
• Customer Engagement Model Research & Design - Insurance
• Leadership & Operations Coaching – Multiple InsurTech & FinTech Organizations

• Leadership & Operations Coaching – Multiple InsurTech & FinTech Organizations
• Expert Witness; Intellectual Property, Software Functionality – Financial Services
• Leadership Coach; Strategic Planning & Org Design – Business Services
• Strategic Ops Coach, OKR Development, 'Viva Goals' Implementation – Insurance
• Back Office 'ProcedureFlow' Implementation & Training – Insurance
• Strategic Operating Model Implementation Support - Business Services
• Operations & Systems Design Advice & Guidance – Healthcare

• Leadership & Operations Coaching – Multiple InsurTech & FinTech Organizations
• Expert Witness; Intellectual Property, Software Functionality – Financial Services
• Leadership Coach; Strategic Planning & Org Design – Business Services
• Strategic Ops Coach & Leadership Development – Insurance
• Strategic Planning Facilitation & Design – National Insurance Agency Network