An Enterprise Advisor supports owners/investors and organizational leadership to reinvent their identity (mission, vision, values) and financial goals for the Age of AI.

- Align the enterprise's identity and shareholders' financial goals with enterprise strategy, operations, and development by implementing a unified way of working that spans the enterprise
- Build a powerful guiding coalition composed of connected leadership to carry the (new) vision for the enterprise forward.
- Engage with the enterprise strategy team to ensure that their strategy formulation process is successfully (re-)triggered when pertinent internal changes (to identity or goals) or external changes (to opportunities or threats) manifest
- Unify business and technology interests throughout the enterprise with combined teams that can independently deliver value, especially in the forms of products and services that customers love to buy and users love to use.

Lead enterprise transformations to implement a shared way of working that aligns shareholder goals, enterprise strategy, operations, and development.

- Stand up a guiding coalition to lead the change and take accountability for results that matter
- Establish a goals framework for shareholders to set and broadcast to the enterprise what specifically is their intent for owning shares
- Build and operationalize a team of enterprise leadership to formulate and evolve the enterprise strategy needed to achieve the shareholder goals
- Apply value stream management as a structure to organize around funded value streams to execute the strategy to achieve the goals
- Implement modern ways of working to build solutions that customers love to buy and users love to use

- Modernized operations of client’s Transformation Office responsible for 80+ portfolios (12,000+ people)
- Provided DevSecOps guidance on the buildout of Continuous Delivery Pipelines for cyberphysical systems
- Expanded/piloted Lean, Agile, & DevSecOps practices to new product/solution areas in the organization
- Led recurring 1x1 coaching sessions for Business Owners & People Leaders
- Interfaced with leadership stakeholders as an Enterprise Agile Coach

- Coached leadership teams on how to expand our SAFe Implementation to Lean Portfolio Management
- Led recurring 1x1 coaching sessions for Business Owners and Epic Owners
- Launched Cotiviti’s SAFe Training Program, led 12 trainings, and mentored 5 junior trainers
- Invited (in late 2020) by Scaled Agile, Inc. apply to become SPCT/iSPCT (SAI’s most elite practitioner level)
- Interfaced with leadership stakeholders as a Lean Portfolio Manager for 5 business units (of 5 total)

Program Workstream Lead: Managed a $600k, 5-month agile software development project 
(15 team members) & a products-and-benefits migration effort (20 team members) to 
configure legacy clients on new claims-adjudication platform for 4 company-wide initiatives

Senior Project Manager: Operated as a subcontracted resource for Independence Blue Cross/
AmeriHealth Administrators, who was the client of Manifest Consulting, running both a 
$200k, 4-month agile software development project (15 team members) & a products-and-benefits
migration effort (20 team members) to configure legacy clients on new claims-adjudication platform

- Implementation Lead: Installation of analytics product leading to $840k/year of revenue
- Project Manager: $2.1M migration to & build of new claims-adjudication platform (22 team members)
- Project Manager: $600k database & UI build for SSIS-based feeds to CMS (15 team members)"
- “Pod Lead”/Program Manager: Managed warranty and close-out activities for 6 Operations projects
- Project Manager: Managed $4.5M enterprise-level critical-path [products & benefits platform] migration project