Functional Skills

Project Management
Agile Software Development
Product Innovation
Leadership Development
Employee Engagement
Artificial Intelligence
Business Planning
Business Unit Strategy
Change Management / Org Design
Employee Retention
IT Transformation
Operational Efficiency
Workshop Facilitation
Value Propositions Development
Technology Strategy

Software Skills

Qualtrics
Jira
SurveyMonkey
Trello
Confluence
Python

Certifications

CSMCertified Scrum Master
CSPOCertified Scrum Product Owner

Sector Experience

Business Services
Energy
Life Sciences & Pharma
Manufacturing
Technology

Notable Clients

Intel

Bulge Bracket Investment Banks
Fortune 500

Experience

nuCognitive LLC and FiveWhyz LLC Management Consulting
Founder and Principal Consultant
1/2016 - Present
I work closely with clients to build internal capacity and develop their agility, autonomy, and resilience. As a product development consultant and Lean-Agile Coach with 25+ years of experience, I'm passionate about driving business results while cultivating work environments where people thrive and do their best work. I specialize in Lean, Agile, Product Management, OKRs, Jobs-to-be-done (JTBD), Kanban, Cynefin, strategy, and sense-making.

Amazon Product Management / Strategy
Transformation and Product Management Coach
3/2023 - 11/2023
• Coached eight hardware, firmware, and software development teams building home security devices on Scrum, Acceptance Criteria, High-performing teams, Story Mapping, and Big Room Planning
• Accelerated hardware development by teaching hardware teams to vertically slice and incrementally deliver Epics
• Worked with senior directors and software managers on psychological safety, intent-based leadership, and Cynefin

T-Mobile Management Consulting
Consultant
3/2022 - 9/2022
Transformation and Product Management Coach – Seattle, WA March '22–Sept '22
• Launched Agile release trains and quarterly planning sessions for 120-person product development organization
• Kicked off and trained development teams on Scrum and integrated UX and UI work with application development
• Trained and coached product managers on methods and practices to develop a viable native iOS retail sales experience including UX, product strategy, roadmaps, OKRs, value-in-use, and service blueprints
• Coached product managers, solution managers, architects, release train engineers (RTE), and internal Agile coaches

Chevron Management Consulting
Consultant
5/2021 - 2/2022
Enterprise Agile Transformation Coach – Houston, TX May '21–Feb '22
• Lead Agile and Product coach for 600-person org with focus on Scrum, Kanban, and SAFe practices including Lean Portfolio Management, cross-functional teams, and dependency management
• Advised teams on transitioning from project to product management and trained them on product strategy, roadmaps, landing zones, product lifecycles, and decision-making
• Assessed & coached key change agent roles including, VPs, directors, product managers, internal Agile coaches, RTEs

Genentech Management Consulting
Transformation Coach
5/2020 - 4/2021
• Designed a fit-for-purpose workflow management system for drug development safety teams
• Coached 10 teams & improved team autonomy with behavioral markers, intent-based leadership, & skills assessment
• Worked with first, second, and third-line managers on how to apply Lean & Agile principles and OKRs to drug safety
• Improved regulatory filling process by breaking down work and developing acceptance criteria

Exxon Mobil Management Consulting
Digital Transformation Coach & Consultant
6/2018 - 4/2020
• Coached and advised a dozen internal digital transformation and product innovation startup teams to validate customer problems and accelerate their "time to first value delivered"
• Advised leaders of 400-person global IT organization on how to grow talent, increase predictably, improve quality, and reduce time-to-market
• Guided Project Management Office in creation of Lean Portfolio Management system and develop a product lifecycle
• Designed and led global distributed ethnography sense-making cultural scan – collected >400 anonymous stories from employees and contractors to understand and mitigate Lean and Agile transformation impediments

JPMorgan Chase & Co Management Consulting
Professional Trainer
6/2018 - 7/2018
• Delivered 3-week boot camps to on-board and train new technology analysts and software developers
• Topics included Lean and Agile methodologies, LASD, Scrum, Test-Driven Development (TDD), acceptance test-driven development, full stack Java, and presentation skills
• Coached six teams on how to use Agile methods to deliver results fast

Oracle Management Consulting
Consultant
10/2017 - 11/2017
Lean Agile Software Development Professional Trainer – San Francisco, CA Oct '17 – Nov '17
• Leadership development training for high-performing, mid-level leaders on decision making and complex challenges

Intel Operations
Enterprise Lean and Agile Coach & Innovation Hub Supervisor
1/1998 - 1/2016
Global enterprise coach & consultant for organizations to achieve higher predictability, quality, and faster value delivery
• Product manager and innovation hub supervisor that provided coaching to a dozen internal startups to rapidly prototype, innovate, and validate new hardware, software, and services with users
• Led transformation of 300-person hardware design team that delivered 30% more scope, 30% faster w/ no added cost
• Developed senior staff of 800-person service and operations organization to teach Lean and Agile & lead by example
• Worked with hardware equipment teams across the globe to solve complex business challenges & accelerate delivery
• Led eight distributed ethnographic research and sense-making initiatives on Agile adoption, user requirements capture, and employee engagement, diversity equity and inclusion (DEI). Presented findings to CEO
• Trained over 1000 employees and internal coaches on Lean, Agile, systems engineering, business models, design thinking

Intel Product Management / Strategy
Product Manager & Strategic Product Planner for System-on-Chip Development
12/2010 - 8/2011
• Owned product roadmap & strategy for security engine and cryptographic accelerator IP blocks in microprocessors