Brian Chi Email & Phone Number

Markham, On, Ca

Toronto, Ontario, Canada

Responsible for $2M+ annual revenue growth and nurturing C-suite / executive relationships spanning:● North American commercial sector with focus on Banks, Non-Banking Financial Services, Insurance, Manufacturing, Retail, and Healthcare.● North American federal, state / provincial, and local government entities with focus on Employment Services, Social Development, Child Welfare, Taxation, Revenue, National Defense, and Security.Responsible for high-performance teams, high client satisfaction scores, and business volume and revenue growth in:● Digital business transformation and IT strategy, primary research, market analysis● Application portfolio optimization, legacy modernization, technical debt remediation, cloud migration● Digital transformation, enterprise enablement, operational performance & improvement● Data sciences, BI & analytics, [generative] artificial intelligence, machine learning, automation● Sourcing, procurement, cost optimization, risk management and IV&V● Organizational change, culture managementExpanded reach into new markets, business segments, and sources of talent acquisition through spearheading internal and external recruitment, IP development and innovation, and industry networking activities and intiatives.Recent successes:Global 100 Insurer:● Built strategy to integrate and rationalize post-merger application ecosystem including Policy / Claims Admin Systems (e.g., GuideWire, DuckCreek) across 6 LatAm countriesFortune 500 Insurer:● Rationalized $250M application portfolio across 18 business units yielding 50 specific optimization, transformation, & cost-avoidance initiatives.Canadian Health Operator:● Successfully delivered ERP transformation roadmap to client Executive Leadership Team and ensured successful adoption and funding for initiatives to improve technology and operations streamlining, digitalization and automation, and business performance and manufacturing throughput.

Toronto, Canada Area

Propelled Financial Services and Insurance consulting practice to achieve 25%+ revenue growth within 2 years through adept management of client relationships and quality delivery. Drove teams to achieve >95% client satisfaction rate. Identified and secured new business, expanding client portfolio by 20% and solidifying consulting practice's market leadership. Notable successes include:Global 100 P&C / Life / Specialty Insurer:● Designed and developed new future-state IT strategy, introducing new business cases and filling in mission-critical business and technology capability gaps to realize client's digital transformation ambitions.Fortune 500 US P&C Insurer:● Reversed rising application costs through development and delivery of a global, cross business unit application portfolio optimization and governance program.Fortune 500 US P&C Insurer:● Reviewed and advised on the critical application portfolio for cloud migration suitability. Provided executive advisory on technology, governance, and transformation hurdles with mitigation plans.Top-Tier UK Insurer:● Conducted an enterprise-level IT cost optimization study of the $60M portfolio, successfully identifying multi-million dollar cost savings opportunities for adoption by client's global governance committee.Large US Financial Services Organization and Insurer:● Conducted quality review of mission-critical client-facing applications and designed transformation roadmap for cloud migrating. Provided executive advisory on technology and transformation hurdles with mitigation plans.US State Energy Utility:● Developed $40M strategy for application modernization, technology, and governance transformation. Successfully presented to the client’s Board of Directors for approval and funding.Fortune 500 HR Advisory Organization:● Developed application strategies for enterprise application portfolio simplification and advised on governance structure alignment, enhancing business capability delivery.

Toronto, Ontario, Canada

Drove revenue and profitability growth for Gartner Consulting in Financial Services and Insurance, expanding business volume and increasing deal sizes from ~$200K to $1M+. Sustained $1.2M+ in repeat business from clients in Manufacturing, CP&G, and Energy by delivering unique business insights and high-impact recommendations. Notable successes include:Energy Utility Transformation:● Collaborated with CEO, CFO, and CIO to devise a $40M business and tech (ERP/EAM/CIS) transformation strategy, presenting recommendations to the Board for approval.Bank IT Governance:● Crafted an enterprise-level governance and reporting framework aligning the CIO's strategic IT objectives with overall business goals, ensuring performance tracking against industry benchmarks for a top-tier Canadian bank.AML Program Risk Mitigation:● Evaluated risks in a large-scale AML program for a major Canadian bank, creating an enterprise reporting framework to provide recommendations for successful program delivery and audit compliance.UK Insurer IT Optimization:● Led an enterprise-level IT cost optimization study for a top-tier UK insurer's $60M portfolio, presenting viable savings opportunities to the global program governance committee.Manufacturing ERP Strategy:● Worked with C-level leadership to develop a $12M ERP roadmap and strategy for a large US manufacturing client, advising on governance and organizational change management initiatives.Consumer Goods SAP Modernization:● Collaborated with CEO, CFO, and CIO to formulate a $12M SAP modernization strategy for a large US consumer products and goods client, offering critical program management and governance recommendations.Financial Services Innovation:● Partnered with Fortune 50 financial services and insurance executives to shape go-to-market, market penetration, and strategic vision for cutting-edge technologies in banking.

Toronto, Ontario, Canada

Responsible for aligning client's IT capabilities with overall business objectives, conducting needs assessments, developing strategic plans, advising on vendor selection, risk analysis, financial modeling, and digital transformation. Worked closely with client's executive leadership teams and other senior stakeholders to shape their IT landscape for future success. Notable successes include:Business-IT Strategy and ERP Expert:● Delivered impactful results to Fortune 500 clients, specializing in business-IT strategy, organizational design, IV&V, risk analysis, revenue opportunities, ROI modeling, and go-to-market/digital marketing.● Key member of the ERP practice, developed an innovative engagement approach, resulting in $1M+ sales growth from consecutive client engagements.ERP Engagements Leadership:● Led diverse ERP engagements for senior leadership and CEO reports in Manufacturing, Consumer Goods, Retail, Energy, and Government.● Successfully delivered business strategy, governance models, readiness recommendations, ERP business cases, and managed RFPs for software vendor and system integrator selection.Application Portfolio Rationalization Transformation:● Led the successful transformation of Application Portfolio Rationalization into a core consulting product offering for Gartner. Success included adoption of product by a $150B client as its de-facto methodology for managing applications.Strategic Cost Savings in Consumer Goods:● Delivered strategy and actionable recommendations to senior leadership of a large US Consumer Goods company.● Recommendations, adopted by the board and CEO, resulted in significant cost savings by consolidating multiple ERPs into a single system.BI Data Model Design for Technology Services:● Designed and built a business intelligence (BI) data model using Excel for a $57B technology services client.● Identified growth areas and informed the client’s strategy direction and investment decisions in the services space.

Toronto, Ontario, Canada

Led impactful projects for a diverse range of clients, delivering comprehensive solutions and contributing to successful transformations. Notable successes include:Client: Major US Consumer Goods● Conducted ERP analysis in post-merger environment. Delivered recommendations, business case, cost analysis, and implementation roadmap for ERP systems rationalization.Client: Canadian Food Processor● Led ERP assessment comparing in-house system with Tier-1 ERP solutions. Analyzed viability, benefits, tradeoffs, and alignment with business objectives. Developed recommendations leading client to continue to invest in in-house solution.Client: Canadian Pulp and Paper Manufacturer● Oversaw the selection of System Integrator for a global SAP ERP transformation. Managed RFP, vendor selection, contract development, and client alignment, resulting in successful selection, negotiation, and onboarding on SI.Client: Global US-based Manufacturer● Assessed potential business process risks pre-go-live for a multi-million dollar ERP system. Provided actionable recommendations for risk mitigation, enabling client to successfully launch ERP on global scale.Client: US Ivy League University● Led assessment of institution's tehnology environment. Identified issues, risks, and developed a cost containment strategy tied to strategic objectives and maturity elevation. Delivered 3-5 year roadmap of initiatives to transform technology environment for student and staff population.Client: Goverment of Canada Federal Department● Analyzed government department's application portfolio. Provided strategic advisory and built roadmap of consolidation, modernization, and standardization opportunities alignment with future-state technology standards.Client: Parliament of Canada● Conducted risk assessment and analyzed client's Finance and HR application portfolio. Developed a strategy for cost containment and rationalization, facilitating a successful vision transformation.

Toronto, Canada Area

Delivered technology transformation for Retail and Capital Market operations of Canadian Banks. Notable successes include:Client: Canadian Bank - Capital Markets● Led 25-member global team to conceptualize and build a multimillion dollar NPV/GL system which introduced new BI / Reporting capabilities and saved client millions of dollars per year in wasted productivity and process inefficiencies.Client: Canadian Bank - Capital Markets● Spearheaded 4-person team in an investigative study into NPV calculation processes across 20+ financial systems; recommendations to re-engineer key processes saved top-tier Canadian bank client millions of dollars in non-compliance costs.Client: Canadian Bank - Retail● Led a 4-person team to revamp distressed project. Streamlined project goals and timelines, optimized resources, and eliminated hidden dependencies. Helped Sapient rebuild client trust within 2 weeks.Client: Canadian Bank - Retail● Led 3-person team in developing marketing portal for 1,100+ branches. Proactively addressed communication challenges. Earned accolades for bridging gaps between non-technical client liaisons and their internal IT department. Accelerated delivered outcomes to client by 50% resulting in significant cost savings.Client: US Ivy League University - MBA School● Led 15-member international team, developing multimillion-dollar SharePoint C#/.NET/MOSS Web portal for 200+ users. Achieved 20% reduction in application support, recovered efficiencies, and enhanced cohesion between business units. Key advisor in client's rebranding strategy and secured follow-on work phases. Accolades for creative problem-solving and cutting turnaround time by 80%. Mentored team members and external contractors for successful product design.

Toronto, Ontario, Canada

Led and contributed to the design, development, and maintenance of Embarcadero's software systems for database performance monitoring. Key responsibilities included leading and mentoring a team of engineers, collaborating with cross-functional teams to define project requirements, architecting and scaling solutions, conducting code reviews, and ensuring code quality and adherence to best practices.● Revitalized entire product portfolio through proactive leadership in a crucial database migration, addressing issues beyond assigned tasks. Initiated solutions, gained team support, and ensured successful execution.● Elevated to Head of EMS Web UI team, delivering strategic guidance in planning, solutions engineering, software architecture, and coding best practices.

Markham, Ontario, Canada

Responsible for investigating and optimizing the performance of DB2 for high-complexity queries. Conducted in-depth research to understand database performance issues, identifying bottlenecks, and proposing solutions to enhance overall system efficiency. Designed and implemented experiments to evaluate the impact of different configurations, algorithms, or hardware on database performance. Collaborated with development teams to implement performance improvements and contributed to the design of scalable and efficient database architectures in DB2.● Performed technical consultation, writing, and application development, including engineering performance degradation test suites for XML data type support in DB2.● Studied and compared performance-hindering parameters on standalone XML tools and utilities, producing assessment reports and recommendations from performance degradation tests.● Authored IBM-certified courseware for Java, Web Application Development, WS, SOA, BPEL, and Process Choreography; Instructed Sony Corporation in San Diego, California; Promenix Inc., and State of Texas in Middletown, Rhode Island.● Recognized the need for consistency in the WebSphere Application Developer (WSAD) Help System, developed a Perl-based automation tool, and created sample applications and tutorials.

Toronto, Ontario, Canada

Selected by the CTO to establish and manage the Mobile Applications Research and Development Team.● Organized and headed weekly meetings with the design and architecture team; reported to the Chief Technology Officer (CTO).● Developed the e-Learning industry’s first Java-based Mobile Learning (m-Learning) management system for public demonstrations at trade shows and conferences.● Designed the Mobile Enterprise Learning Platform (mELP), a framework for developing large-scale enterprise mobile applications for Java-enabled mobile devices.● Implemented a reusable package of User Interface (UI) Java classes for rendering objects and graphics on miniature display screens.● Authored reports and guidelines on best practices for programming memory-constrained handheld devices based on self-initiated research and analyses; Co-presented research findings with the CTO to McMaster University Ph.D.-level students on December 4, 2001.

Artificial Intelligence, Data Structures, Programming

Mba, Strategy, International Business And Finance, With Distinction, Dean'S List, Tom Burns Mba Prize, Cfa Scholarship

Activities and Societies: Beta Gamma Sigma With international Exchange to ESSEC Business School, Paris France.

Master Of Business Administration (Mba), Finance, General

Activities and Societies: International Exchange

Bachelor Of Engineering (Beng), Honors Bachelor Of Applied Science With Distinction, Management Sciences Minor, Computer Engineering, With Distinction, Rockwell Automation Scholarship Award

Activities and Societies: St. Paul's United College