Functional Skills

Business Operations
Change Management / Org Design
Communications
Customer Experience
Employee Retention
HR Transformation
Human Capital Consulting
Operations Management
People Operations
Process Improvements
Program Management
Scenario Planning
Training and Coaching
Workforce Optimization
Organization Development

Software Skills

Data visualization
DocuSign
G Suite
Google Docs
Google Sheets
Hubspot
Jira
Microsoft Excel
Microsoft PowerPoint
Salesforce
SAP
Sharepoint
Smartsheet
Tableau
Microsoft Office

Certifications

PMPProject Management Professional
PCCPProsci Certified Change Practitioner

Sector Experience

Energy
Financial Services
Life Sciences & Pharma
Social & Public Sector
Technology

Experience

RDI Consulting Services Ltd. Start-Up
Director
6/2022 - Present
Advising on pipeline management and services strategy for a boutique data analytics consulting firm. Highlights:
• Providing advice on account strategy for revenue growth through client relationship management tools and principles.
• Developed go-to-market materials for analytics training services including pricing.

SI Systems Management Consulting
Senior Consultant, Strategic Workforce Planning
11/2022 - 2/2024
Developed a tailored Strategic Workforce Planning program for the client, Insurance Corporation of British Columbia (ICBC), to optimize future availability of crucial headcount and skills within cost targets. Highlights:
• Conducted thorough discovery of workforce planning issues and opportunities with 30 Directors, sharing recommendations with Executives.
•. Identified planning gaps for 50% of annual hires, representing two-thirds of all base salary expenses.
• Secured C-suite endorsement of program roadmap and new team resources, and oversaw nine cross-functional improvement initiatives including including pilot projects in Finance, Insurance, and IT divisions.
• Identified critical roles through survey and interview of Executive and Senior Leadership teams.
• Coached team to model future workforce supply and demand and incorporate external labour market forecasts for the client's most important talent.
• Provided guidance on new technology and hired talent to support new team.

Skyhive Start-Up
Director, Customer Success & Delivery
7/2021 - 5/2022
Member of the Executive team at an early-stage start-up, responsible for setting up and evolving partner and client-facing project delivery, training & support, contract renewals and upsells. Clients included: Santander Bank (UK), Best Buy (Canada) and Merck (US). Highlights:
• Implemented skills assessment and planning technology, driven by AI and Machine Learning, at several leading organizations in North America and the UK, in collaboration with Accenture.
• Helped reduce financial crime and regulatory risks by clarifying which critical skills were present in current workforce vs that of competitors, and how to close skill gaps.
• Tripled the team and improved engagement of department staff by 60 points, in 6 months.
• Met targets to renew first subscriber agreements with US and Canadian government clients.

Visier Operations
Vice President, Customer Success
2/2019 - 2/2021
Promoted to build a new team to manage the lifetime journey for Visier's customers (up to >$2M annual contract value), ensuring clients adopted and realized business value from their investment. Notable accounts my team looked after: Adobe, Amgen, Compass Group, Jet Propulsion Labs (NASA), Johnson & Johnson, Kaiser Permanente, Micron, Vertex Pharmaceuticals, Snap. Highlights:
• Achieved targets for customer and revenue retention, directly supporting $1bn "unicorn" valuation achieved during the pandemic.
• Developed procedures, best practices and metrics for client success management, including account reviews and de-risking, Executive Sponsor engagement, recurring revenue reporting, contract renewal pricing options, etc.
• Maintained a best-in-class Customer Net Promoter Score (NPS) of over 65.

Visier Management Consulting
Director, Customer Value
7/2017 - 2/2019
Promoted to build and lead a new function to guide Fortune 1000 clients to adopt workforce analytics and planning technology; department included 20 client-facing consultants, trainers, and account managers located across North America and onsite in Vancouver. Clients my team consulted with included: Celgene, Facebook, Genentech, Novartis, etc. Highlights:
• Designed and led the company's first ever change management and value realization programs to ensure technical readiness and end user adoption of workforce planning and analytics across ~150 enterprise clients.
• Team was so successful with clients that we introduced paid education and advisory consulting services to meet demand (generated $1M+ revenue in first year; forecasted to double in 2021).

Visier Human Resources
Customer Value Manager (Workforce Planning Consulting)
7/2016 - 7/2017
Hired by Chief Strategy Officer to lead implementations of a new workforce planning solution with US-based enterprise clients. Introduced late in the sales cycle to define and lead business adoption programs. Facilitated adoption of required changes through client stakeholder discoveries, workshops and ongoing client engagement. Reported weekly to Executive on status of implementation and product utilization. Notable clients: Bloomberg, Novo Nordisk, RedBull North America, and Micron. Highlights:
• Performed virtual and onsite demonstrations, training, process re-design workshops.
• Captured and conveyed client feedback and requirements so that Product Management team and Chief Development Officer could optimize product features and performance.
• Presented and hosted panels for external audiences of up to 500 at industry conferences.

ICBC Human Resources
HR Systems & Measurement Lead
1/2015 - 6/2016
Promoted to build and manage a new team of eight to provide HR measurement, research, workforce insights to senior leadership, and to scope, resource and roll out HR Information System (SAP) changes and reporting. Highlights:
• Secured funding for and delivered all requested system enhancement projects
• Launched Tableau dashboards to HR Business Partner team to make better use of data in their day-to-day work.

ICBC Human Resources
Change Management Advisor & Communications Consultant
10/2010 - 12/2014
Worked alongside external partners such as Accenture and EY to provide change management advice and support in a complex, multi-stakeholder environment to help people prepare to adopt new technology and other changes. Highlights:
• Co-led change management activities (communications, readiness assessments, stakeholder engagement approaches) to introduce new insurance sales system replacing 30-year-old technology.
• Designed approaches to inform and get stakeholders ready to use new technology and adopt other organizational changes/functional re-branding and processes, resulting in successful change management for three major technology replacement projects impacting 5000+ users as part of multi-year business transformation.

SAP Operations
Business Analyst / Project Manager
3/2007 - 5/2009
Identified, scoped, resourced and delivered several improvement projects for internal collaboration tools to support global product development organization at Business Objects. Highlights:
• Optimized Confluence wiki and other knowledge sharing tools resulting in a 30% uptake in use.
• Supported a variety of internal change management and communications initiatives during 4 corporate acquisitions and merger with SAP.

Shell Operations
Knowledge & Communications Operations Manager
3/2003 - 2/2007
Managed knowledge management and communications projects for global supply chain and procurement division. Led competency and skills capture and analysis, and knowledge-sharing and collaboration systems support for 2000 users located across 56 countries. Highlights:
• Co-authored first departmental knowledge management strategy as part of an award-winning capability building initiative.
• Grew online community by 30% through coaching a team of regional support coordinators to encourage knowledge sharing among global staff.