Brings a broad perspective to clients with 18 years’ experience in a variety of industries through advisory and operational services. Track record of success in both completing goals and improving processes for future operations. Able to quickly learn a new organization’s culture with rapid onboarding to provide value immediately.

● Engaged with owner of fitness facility to establish a strategic plan for 2023, optimize operations and increase revenue which resulted in a 15% of gross sales in Q1.
● Engaged with B2B professional services provider to create a 5-year strategic plan, establish a company-wide IT portfolio prioritization process for 3-year execution and lead organizational change management activities.
● Engaged with technology equipment manufacturer to enhance IT operations and organizational design in preparation for anticipated retail sales growth in 2024-2025. Also enhancing enterprise resource planning in an agile environment.

PLEASE SEE RESUME FOR MORE DETAIL

Internal consultant leveraged in several interim leadership positions at Director level that were critical to the success of a 3-phase, $100M transformational technology program the replaced nearly all core customer systems.

Director – IT Administration:
● Led 10 person PMO, reduced complexity across processes and removed barriers for successful project execution up to 50 concurrent project throughput to maximize benefits realization.
● Duties similar to Deputy CIO; IT process owner and budget management support for CIO
● Assigned to CEO to coordinate a portfolio of 20+ strategic energy projects at Officer level
● Led efforts to establish an agile production support organization for the suite of new products; worked with vendor and internal technical staff to establish operational plan
● Collaborated with vendor to create SOWs outlining multi-million dollar deal procuring outsourced production support for suite of new products.

Created PMO and delivered projects during bank recapitalization, as a contractor and an employee Vice President - PMO Manager
●Led 8 primary core teams and 15 sub-committees through on time delivery of operational integration of AnchorBank into Old National Bank to support acquisition
●Reduced annual operating expense by $5.4MM. Corporate-wide efficiency initiative with 6 facets to achieve cost reduction goals across multiple departments
●Established enterprise-level PMO working directly with COO to centralize status reporting, monitoring, budget tracking, resourcing and manage portfolio of $20MM of projects
●Completed operational project leading 25 team members to standardize documentation over 12 months touching approximately 2,900 loan files and 1,600 credit files
●Redesigned 10-person department processes in 6 months to manage $100MM portfolio

Single member LLC to provide project management services as independent contractor.

● Completed multiple process improvement projects for various clients
● Completed process documentation deliverables through a combination of interviews and process observation

Software development firm with ERP products originally tailored to window/door manufacturers

● Acted as lead project manager for 10 simultaneous clients with 6 active projects
● Managed team of five analysts and was responsible for their personal & professional development, ensured compliance with company policies
● Lead Implementation Project Team(s) on client software assessments to determine project scope and customer needs
● Provided support and guides daily activities on each project and serves as a point of escalation for both customers and WTS employees.
● Created and managed project budgets and maintain project timelines for Analyst and Development Staff.

Project Manager for a Wisconsin-Based Gas & Electric Utility Company
● Managed a six-person client team in the execution of a HR/ Payroll system upgrade
● Coordinated and tracking status reporting, issue management, and enhancement requests related to the recently installed HR/Payroll system
● Managed a five-person team during configuration activities for upcoming time-entry system implementation

Associate Project Manager for the Office of Indiana Secretary of State
● Supported fixed-fee budget management for a $1.5M system implementation project and provided oversight for consistent quality assurance review and record retention
● Prepared, executed, and documented user acceptance testing and led the creation, distribution, and maintenance of Statewide standard operating procedure documents related to system functionality requiring legal clarification
● Facilitated requirements gathering sessions with end users and project sponsors and is familiar with statutory requirements

● Provided daily support to senior planner of two product categories by planning SKUs for upcoming seasons
● Collaborated with supply team to make preseason commitments to overseas vendors while maximizing fulfillment and safety stock risk
● Analyzed current sales trends to determine inventory plan of action, such as promotion of overstocked items
● Completed assorted projects to evaluate the effectiveness of various creative print media strategies
● Prepared proposal for customer acquisition recommendation that was presented to the executive board

● Managed $2.5 million in annual inventory and collaborated with 9 suppliers
● Forecasted, planned and purchased over 90 SKUs for decorative accessory unit
● Coordinated supplier product development to parallel engineering, packaging and design priorities within HD
● Promoted quality standards by providing suppliers with monthly performance evaluations and improvement suggestions
● Managed a new single-product launch at a Wisconsin-based motorcycle manufacturer