Breeze Strategy provides technical product management services for enterprises, non-profits, higher ed, and SaaS organizations. Services offered:- Technical Product Management - building enterprise SaaS apps or analytics engines, implementing Salesforce Sales or Marketing Cloud, or managing your IT portfolio- Data Integration / API Strategy - Connecting your ecosystem with iPaaS, REST APIs, GraphQL, etc.- AI Strategy - Pragmatic and cost-effective AI strategies for organizations and institutions

Managed team of 35+ by aligning staff to appropriate products to efficiently achieve objectives with a $3M+ budget.Improved processes by introducing Python-based data integration platform, reducing build time of mission-critical integrations by 80%.Improved Salesforce ROI by improving Salesforce CRM opportunity pipelines, data integration, analytics, and change management, leading to an 60% increase in adoption.Improved employee adoption of key systems (ERP, Management systems, knowledge base) by initiating an enterprise SSO initiative driving up to 100% adoption on some systems.Improved security processes and policies by adding a fractional CISO and reworking all security policies leading to the highest marks of security posture on our annual audit.Controlled cost of SaaS by negotiating key contracts and implementing SaaS spend management controls reducing spend on unused software. Promoted API-first development techniques by promoting new integration approaches leading to the removal of direct database integrations.Provided strategic guidance on AI and data warehousing by creating the first AI roadmap and first principles reducing anxiety on AI adoption.

Improved software development practices by introducing near-shore development, managing a team of developers, and moving away from Heroku leading to 80% cost savings and increased velocity.Improved project management by introduced an Agile/Kanban project management methodology and tools leading to the lead time and cycle time KPIs and a focus on delivery management.Increase database agility and redundancy by Introducing a Kubernetes Postgres database architecture having a 65% cost reduction compared to a comparable AWS RDS configuration.Optimized Salesforce Marketing Cloud and Sales Cloud integration by analyzing the business processes and configuration on both sides decreasing the email deliverability risk by 50%.Unified multiple bespoke business processes by building of a custom B2B program and course management platform by listening to internal stakeholders, creating UI mockups and leading developers to provide the organization a single platform to manage all program activities and objectives.

As a day-one co-founder, I've worn many hats ... assisted in partnerships, sales and marketing, led product strategy, recruited and led our off-shore engineers, content creation for marketing and documentation, implemented some of our biggest customers (many shared Salesforce customers), and coached our professional services team. I helped bootstrap the company to a solid market position and built a product-led growth engine that focused on developer personas.Managed a pizza-sized team to build a bootstrapped SaaS data integration platform by aligning product managers with off-shore developers leading to a sustainable weekly release cycle.Provided strategic product direction and UX direction for the Lingk data integration platform (iPaaS) connecting via ETL Salesforce and other CRMs with ERPs, APIs, and flat files providing SQL-first developers and DBAs a method to integrate between cloud system.Solved hard integration problems by designing data models, REST APIs, and SQL transformations for Salesforce, databases, and common educational data systems frequently leading to deal sizes $100k+.Lead solution design for large Higher Ed and K12 customers (including Southern New Hampshire University,  UT System, and Oakland Unified School District) enabling institutions to increase the pace of digital transformation.

Accelerated user adoption of a new method of oral translation by leading product strategy and positioning for a collaborative SaaS/desktop audio project management software designed for worldwide oral translation teams by listening to customers, writing requirements, creating UI mockups and leading a remote team of developers reducing the time needed to create accurate oral translations by over 50%.

Accelerated emerging market lender customer acquisition and adoption by leading the product strategy and development of an ePub3-based, API-enabled Android and web framework for credit scores based on psychometric decreasing the time needed to onboard new customers by 50% and adding new modalities of data capture.

Introduced mobile versions (iOS) of the Courseload SaaS e-reader by partnering with early adopters in higher education and leading the development team expanding Courseload's offerings with new methods of textbook distribution and deeper learning analytics on efficacy.Increased channel sales opportunities by creating positioning and solution-design for professional development content creators to drive >15% revenue increase.Improved data integration by offering REST APIs for higher Ed IT teams and LTI connections for LMS administrators to consume removing manual data processes by the implementation team and automating roster and catalog data exchange with customers.

Relaunched an OEM SaaS email engine to compete with Sendgrid by partnering with the sales team, building the business case, delivering requirements to engineers leading to $1+ million of sales.Established the Marketing Cloud Ecosystem by designing and leading the development for HubExchange application marketplace and associated API developer experiences leading to new sales opportunities and positioning Marketing Cloud firmly into the enterprise email marketing space. Drove adoption of REST APIs while the SOAP APIs had all the capabilities by designing a single method of OAuth authentication across SOAP and REST API and introducing the Mashery API governance proxy leading to a path for internal teams to build external REST APIs while maintaining the SOAP APIs. Increased developer adoption of the REST and SOAP APIs by driving open source SDKs (by working along side Ian Murdock, creator of Debian Linux) for the Marketing Cloud platform increasing adoption of the REST APIs. Managed two platform development teams (HubExchange and APIs) by managing the team’s product managers and project managers and efficiently using project and knowledge management platforms delivering an increased development velocity.

Product Manager of the ExactTarget platform technologies that are exposed to developers (internal and external) to extend and innovate using core technologiesHelped launch the ExactTarget platform team by establishing platform product roadmaps and strategyEstablished roadmap and milestones for delivery of SOAP and REST APIs for consumption in the application platformEstablished a graded browser support initiative for the ExactTarget Interactive Marketing Hub and applications to attempt to ensure a consistent user experienceTo support enablement of future platform initiatives, led the development of the ExactTarget developer community and successfully transitioned day-to-day management to a community managerSpoke at the ExactTarget Partner Conferences and events to the developer audiences Managed the team’s platform business analysts

Led a small team of product experts dedicated to helping the organization better understand how to use ExactTarget application features to meet sophisticated marketing initiativesLed the introduction of several key product capabilities like Social Forward (our social networking integration) through research and development activities and customer interaction with early prototypes

Product Manager over the API and data integration capabilities exposed by ExactTargetEstablished a pattern of platform innovation to support multiple products as ExactTarget expanded from a single product to multiple product organizationDrove strategy, development requirements, and priorities for integration-related email product features and APIsManaged product and technical efforts for a strategic technical/business partnership in the web analytics verticalIntroduced, selected vendor, and promoted a wiki to store product knowledge adopted by most parts of the organizationManaged product, solution and technical efforts for the implementation of a key Fortune 100 customer relationship and interacted with multi-national teams

Developed and demonstrated technical solutions to prospects (both technical and marketing contacts) in pre-sales engagements

Led the engineering team in the creation of white-labeled real estate lead capture and paid content solutions. Built user interfaces (UI) for B2C web properties and instrumented them with web analytics.

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