Operations & Technology Business Management Consultant
CurrentCurrently working in financial services and manufacturing helping senior leaders grow their businesses and improve their bottom lines through a focus on effective operations and technology management. Recent accomplishments:1. Educated the senior leadership team of a Fortune 500 Life Insurance firm on a Project Portfolio Management process to provide for "value-based" and strategic alignment initiative selection and prioritization. Developed an implementation approach and timeline and with a team of internal business leaders implemented Demand Management, Capacity Management, and Prioritization capabilities; process and technology.2. Led a strategic business transformation with the senior leadership team of a Fortune 500 financial services firm's retirement business unit to improve the customer experience, increase revenue, and reduce cost per participant for retirement services. Developed the transformation strategy and approach, governance process, and implementation plan. With a team of internal business leaders effectively drove the execution of the plan while at the same time developing a process management mindset and implementing business management disciplines to ensure improvement sustainability.3. Conducted a detailed analysis of a Non-qualified Plan business unit of a Fortune 500 Financial Services firm's retirement division. Developed an approach to integrate the business unit into the parent company, streamline operations, and reduce overall cost per participant. Engaged over 100 associates in defining and documenting their core processes and developing future state process designs to eliminate waste and increase customer value.4. Developed a client on-boarding process for the technology organization of an industry leading record-keeping service provider. Designed a process to serve as a sales tool and support the internal management and control of client migrations onto the providers technology platform.