• Led a team to understand the operating model challenges in integrating multiple recent acquisitions into a single collective practice. Designed and executed a communications approach to align the leadership behind the new, unified vision and to communicate the revised operating model and resulting change impacts to the management and staff across the integrating organizations and the legacy practice.• Transformation Lead for a suite of projects at a pharmaceutical organization including the transformation of digital data collection, structuring, and communication across the clinical trial end-to-end process. Developed a long-term transformation map to outline the roadmap for each project and how they interrelate.

• Led the change management and communications strategy development for a large private financial services company deploying an Oracle ERP product suite. Developed a playbook and tools to execute the strategy, and trained a client team on how to use the tools to segment stakeholders, identify change impacts, and translate those changes into a communications campaign to prepare the affected employees for upcoming changes.• Led a team responsible for developing and executing the process for administering a new financial product triggered by the Covid-19 response. Coordinated troubleshooting and load balancing with other teams to optimize the process.

Led teams to address the change management, communications, and learning needs of significant business transformations, specializing in technology-enabled process redesigns.• Organizational Change Management lead responsible for strategy, planning, and execution of change management, communications, and training work supporting large business transformation initiatives. Projects included a significant regulatory change affecting a health insurance organization, an Oracle Finance transformation at a large public university, an SAP Master Data project at a plastics packaging organization, a back-office transformation (finance, supply chain, etc.) of a large technology services company, a cloud-based incident documentation and reporting package at two pharmaceutical companies, and the deployment of five customer-facing web portals for a large health insurance organization.• Led approximately $30 Million in sales efforts, specializing in the change management, communications, training, and organizational design elements of business transformations. These sales efforts included Organizational Change Management efforts both integrated within a comprehensive technology proposal and developed as a stand-alone offerings.

Primary consultant on the Organizational Change Management workstream of an Oracle billing, meter data management, and mobile workforce management implementation for the largest municipal utility in North America with a highly unionized workforce• Designed and executed a comprehensive communications campaign, leveraging three newly created communications vehicles: quarterly roadshow presentations to the primary affected stakeholder audience of approximately 1,000 employees, regular project website updates with explanations of key project activities, and promotional posters for key project milestones and to demonstrate progress towards go-live• Conducted a Change Readiness Assessment to identify barriers to stakeholder department capability for change and create action plans to address gaps• Performed Change Impact Analysis of future state business process designs to identify how each stakeholder group will be affected by the change, and to build a plan to prepare each group for their high-impact technology and process changes• Created a Resource Analysis & Plan by analyzing time studies of current tasks vs. to-be system activities to provide recommendations on how each affected department should adjust staffing levels to compensate for the immediate post go-live productivity drop and to maintain service levelsSupported approximately $10 Million in sales efforts, specializing in the change management, communications, training, and organizational design work component of technology implementations. These sales efforts included Organizational Change Management efforts both integrated within a comprehensive technology proposal and developed as a stand-alone offering to support client-led or third party-led technology development.

Representative project roles:• Led change management teams to assess readiness status among stakeholder groups and plan, develop, and deploy implementation activities to prepare the stakeholder groups for the business transformation• Led communications teams to design and deliver project-related communications, preparing stakeholders for a business transformation by guiding them through awareness, understanding, acceptance, and advocacy of the changes• Led training teams to assess training needs, design appropriate training approaches, develop training materials, deploy training, and assess end-user learning across instructor-led, e-learning, and blended learning solutions• Led organizational design teams to align clients’ existing organizational structure with the revised business processes and to align individual job descriptions with the revised responsibilities• Led an Application Support Team providing post-implementation support to users and change management, communications, and training support for system updates

• Solicited alumni donations by phone, primarily targeting alumni that graduated within 5 years and alumni with no history of donations. Converted more than 90% of alumni reached into a donation (compared to national alumni donation rate of below 15%), raising donations totaling approximately $85,000• Supervised callers and facilitated recruitment, hiring, training, shift supervision, and evaluations