Business transformation professional serving commercial and government clients; Advisory services include transformation planning, strategic change management and enablement optimization.
www.caldwelladvise.com

Consultant – Business Change and Strategy Served as a change management and business strategy advisory consultant for Salesforce product implementations. This includes partnering with executive client sponsors to define digital transformation goals, identify business drivers, create KPIs and develop persona/change management roadmap. Product implementations include Sales cloud, Service cloud, CPQ and Vlocity. Selected Highlight Achievements: Client Engagement Result Served as the lead change management consultant during a sales cloud implementation for a financial services client. This included creating the change roadmap and strategy. Also supported lead sales architect through requirements/user story documentation and development of UI wireframes/page lay-out designs. Over 92% of impacted end users were fully enabled at go-live (over 400 users). Client adopted and continued proposed CAB (change advisory board) after go-live. Sales documentation, activity management and case complianc

Served as a learning and change management consultant assigned to the Cigna government business segment. This included developing and facilitating the change and adoption strategy for the Pharmacy Benefits Management System (PBM platform) implementation. Contract ended 3/20. Selected Highlight Achievements: Client Engagement Result Led the development and execution of training and change strategy for PBM system implementation. Achieved end user change and enablement outcomes by stated go-live. Successful end user adoption (over 85%) across all impacted workstreams (approx.

Served as the senior leader of corporate learning and organizational effectiveness. Learning role oversight included team member onboarding, leadership development, knowledge management, product training and LMS administration. Organizational effectiveness role included leading projects related to workflow optimization, process improvement initiatives and overall product strategy and positioning. Oversight of 6 FTEs. Budget >1.6M. Impacted Dec 2018 by lay-offs. Selected Achievement Highlights: Corporate Project Result Development and implementation of clinical laboratory team member onboarding and mentoring program. Onboarding efficiency improved by 25% (time) and skill outcomes transfer of knowledge decreased rework by 42%. Development of talent management skill competency roadmap and formal succession plan program. Identified and mapped top talent to organizational needs and timelines. Program is currently operating. Consolidated all learning and training budgets to correlate with id

Served as the senior global learning, knowledge management and talent development lead for the shared services corporate division. This included oversight of call centers, workforce management (full time & contract) and information technology talent and learning operations. Managed projects that targeted performance coaching, team member onboarding, technical/product training, knowledge management strategy and call center quality assurance. Nashville site closed in 2016. Budget >1M. FTE oversight: 7 Selected Achievement Highlights: Corporate Project Result Integrated instructional design eLearning technology within curriculum development and delivery, including sales training. Global wide staff are on boarded in 20% less time with training dashboards and formal assessment plan. ROI over 100%. Reorganized global learning and development organizational structure and implemented global learning roadmap. Increased the amount of new hires that could be on boarded by 40%, per quarter. Learni

Served as learning/development consultant for HFL, Inc. (Six month contract) Engagement Result Development of associate sales onboarding program. Onboarding designed and implementation rollout within 6mos.

Served as the corporate leader for global enterprise case management learning, talent development and change management initiatives; oversight of 170+ hospitals in 20 states and England. Responsibilities included conducting enterprise need assessments, workflow optimization and delivery of case management compliance, technology and process training. Also involved with business case development and implementation of clinical standards across the enterprise. Managed the case management continuing education program for the enterprise. Oversight of 7 corporate FTEs. Budget >1M. Selected Achievement Highlights: Corporate Project Result Integrated multiple web-based training delivery options for yearly InterQual training. (Webex/eLearning) Effectively delivered InterQual criteria training to over 6000+ case managers in 12 weeks with 96% compliance. Integrated new instructional design tools for enterprise case management training and expanded LMS training options for end users. Utilized Camta

Served as senior leader for a start-up higher educational institution. Oversight included: admissions, marketing, compliance/accreditation, government relations, faculty talent and total P&L responsibility. Oversight of 11 FTEs/PRN. Selected Achievement Highlights: Corporate Project Result Obtained state licensure from Tennessee Higher Education Commission to open higher education institution. Delivered post degree certification training for adults in health care fields. Developed staffing program for community health care organizations. Provided recruiting/placement services for over 18 health care organizations. Developed industry specific curriculum for post-degree certification programs. Offered specialty areas of physician practice management, quality improvement and assisted living facility administration.

Assistant Professor/Department Director (promoted to Director in 2006) Allied Health Department Served as the chair of the health care administration undergraduate degree program for the corporate four-year health care university (Baptist Health Sciences University). Oversight included: faculty talent acquisition, curriculum oversight, program assessment, program budget, accreditation, career services and industry consulting. Oversight of 12 FTEs & contract. Budget >1M Courses developed/taught:
•Quality improvement/Lean in Health Care
•Human Resources in Health Care & Organizational Behavior
•Principles of Health Care Management & Health Care Economics
•Strategic Planning in Health Care & Health Policy
•Service First teaching award (2008) Selected Achievement Highlights: Corporate Project Result Created and implemented regionally accredited (SACS) accelerated baccalaureate degree program in health care administration for adults. Includes accreditation compliance, PLA, admissions,