Douglas Stein Email & Phone Number

Lake Mary, FL, US

Driving a large scale enterprise wide Salesforce CRM / CPQ / Logik.IO transformation for a SaaS company.

• Advisory and Execution consulting on client’s largest Salesforce consulting and transformation initiatives (CRM/CPQ/B2B/SAP) with teams of 160+ resources. Driving Scaled Agile Transformation, including methodology and.
• Cognex – Engagement & Program Management including Governance & hybrid scaled Agile methodology dev. and execution for team of 80+ (Global Salesforce CRM/CPQ, Eloqua, SAP, Microsoft CRM – Scaled Agile Transformation)
• Grace MT - Delivery leadership for Global Salesforce CPQ & CRM E2E implementation (S&D through Deployment & OCM)
• Arista & Intermountain Health – Strategy & Design execution leadership for Salesforce initiatives.
• Brenntag – Program Director and Governance leader for multi-year Salesforce global multiple cloud and multi-org template development and localized rollout initiative. Design and execution of Commercial Platform PgMO.

Strategic Program Management consulting to key clients including:*Korn Ferry - Program Director for global Salesforce CRM/CPQ re-implementation (S&D through delivery) aligned with KF Sell managed package (Better Together). Direct reporting to C-suite. Multi-vendor, UX focus on productization.*Simplus (the global Salesforce implementation and quote to cash.

Deerfield, IL, US

Program Portfolio Management | EPMO | Clarity | Governance / Methodology | Change Management | LeadershipDriving a team delivering project & program management in the digital experience and data analytics space. Providing leadership in project portfolio governance (PPM), the EPMO maturity journey and developing a project management center of excellence (COE

St Louis, US

Expanded & Transformed engagement role assuming additional responsibilities in areas including strategic integration and key program alignment. (Cigna merger integration)

St Louis, US

Returned to ESI to consult with same Executive chain as 2013-2014 focused this time on Specialty Digital Transformation (Web/Mobile/Aggregation). Engaged to advise on scaleable roadmap in areas including organizational transformation alignment, product approach re-positioning, delivery methods and process. Additionally engaged to drive select strategic.

Chicago, IL, US

• Delivery Turnaround | Policy & Process Development | PgMO Management | Salesforce Classic/Lightning | Change ManagementLeading 3 end to end Salesforce re-implementations, process and change management across the.
• Developed a pilot Salesforce adoption program with 800 users across 3 regions and 5 service lines to drive Americas rollout to over 6000 users in 87 geographies.
• Increased adoption by 350% through process change management, new dashboards, reports, and interface enhancements.
• Executed business driven policy & process changes enabled by salesforce and other software development projects.

Denver, Colorado, US

Managing Implementation of Vendavo Profit Analytics, Price Optimization and Deal Management Solutions (also licensed as SAP® Price and Margin Management application by Vendavo) for clients including AmerisourceBergen. Responsible for managing teams and engagements across large accounts. Additional responsibilities include contributions to development of.

St Louis, US

Returned to consult for a different division of Express Scripts to advance a large scale specialty pharmacy transformation.

New York, NY, US

Engaged to structure and lead multiple high profile efforts relating to a merger/integration with a bank entity that was acquired

Tampa, Florida, US

Ignitho is a digital technology company formed by the coming together of senior industry professionals in IT Consulting and IT Services, supported by subject matter experts in Digital Technologies. This potent combination brings scale, stability and dependability for our customers. http://www.ignitho.com/our-experts

US

• Delivery Turnaround | ERP | Methodology Development | PgMO Management | 60+ Off-Shore/On-Shore | Change ManagementStrategically led and successfully directed an 18 month delivery management turnaround effort. Program.
• Increased portfolio capacity by 5 times with only a 20% increase in resources to anticipate over $4 Billion in new business.
• Developed and directly managed a team of 9 Project Managers & Business Analysts managing onshore/offshore software development projects to successfully execute under the new methodology and approach.
• Created, developed, and achieved the rollout of a divisional PgMO, which involved building and executing program frameworks for large programs, coaching PM staff as well as maturing business alignment and stakeholder.
• Introduced portfolio rationalization resulting in ROI increase of 15% on IT project investments across the portfolio.

Jacksonville, FL, US

Project & Program Management | Distributed / Remote Teams | Methodology Development | SAASExecuted large, high profile implementation integration efforts on time and on budget and provided consulting on process, as a trusted advisor to the integration delivery executive. Developed new methodology to achieve a 25% reduction in time & cost.

Bangalore, Karnataka, IN

• PMO/OCM Methodology Development | Off-Shore/On-Shore | Strategic Account Management | Multimillion-Dollar BudgetsLed the Program Management capability for the Enterprise Solutions & Consulting Group (ESCG) attached to.
• Established Program Management governance / processes and led planning for key offshore and outsourcing programs.
• Involved in Strategic Account Management to further influence revenue.
• Co-developed Mindtree’s PgMO and Organization Change Management (OCM) approach for Mindtree Global Program Management Office resulting in prime vendor sales wins.

• Strategic Program Management Consulting | Program PMO Governance| Global Clients & Teams | Off-Shore/On-ShoreMarriott Vacations Worldwide (Top5, Inc.) -- Directed the planning, financial management and delivery for a.
• Executed portfolio rationalization as part of steering committee and applied more stringent financial tracking resulting in earlier benefits realization as well as ROI increase of 20%.
• Established a program level PMO that included the development, deployment and management of tools, controls and process resulting in 15% schedule gains and 10% cost reduction in an environment with maturing delivery.
• Managed inception phase of a high profile core banking and CRM solution for a major banking entity in the United Kingdom under the Rational Unified Process (RUP) including detailed planning for over 4000 person days /.
• Delivered Airline Operations, Information Technology projects and programs with geographically distributed teams and multiple outsourced business partners.

Seattle, Washington, US

• Turnarounds | Off-Shore/On-Shore | PMO | Agile & Six Sigma | Account Management | Multimillion-Dollar BudgetsLed multiple large client and internal programs/projects simultaneously with accountability for project.
• Regional Customer Satisfaction Champion resulting in 90% of post action-plan clients at “very satisfied” rating.
• Championed PMO/PgMO, Change Management and Earned Value Management (EVM) resulting in reduced margin erosion.
• Authored assets, coached/mentored staff and participated in strategic planning with steering committees and sr. leadership.Selected engagements:Bank of America / Microsoft – Led Program Delivery Management for the.

Dublin 2, IE

(see Avanade - an Accenture & Microsoft joint venture - above)

Columbia, South Carolina, US

Mr. Stein served as Sr. Business Process / EAI responsible for managing and implementing automated workflow systems for various client groups. These initiatives represented the corporate standard approach to work management throughout the enterprise. Products and technologies used included Windows 2000 Server, IIS, Docfinity, Oracle, Java, MQ-Series.

San Francisco, California, US

Six month, multi-project engagement relating to the transformation of personal trust processes/systems as well as meeting enhanced compliance objectives. System capabilities included the automated routing and processing of account creation and maintenance procedures, automated screening for regulatory compliance as well as compliance monitoring tools..

Montreal, Quebec, CA

• Responsible for Application Integration strategy and managing multiple back office insurance system integration / core enhancement projects including oversight of two development teams as well as serving as PM over.
• Fireman’s Fund Insurance - Multi-project adoption, rollout, integration and implementation of a web based internal management and client facing system for policies, claims, risk management and billing under the marine.
• Marsh Energy and Marine (Global Insurance Broker) - Integration of a major commercial claims package with a web based intranet and client facing system. The project involved teams from multiple organizations and.
• AIG - Integration of a major commercial cargo insurance risk management package with a web based intranet and client facing system for collaboration between freight forwarders, brokers and a marine insurance underwriter.

• Lead the practice from both a business and technical perspective with responsibility over custom software development, infrastructure, implementation and process (re)engineering services. Responsibilities included.
• Regional Accounting Firm - Planning, creation, relocations and integration of IT and communications infrastructure at a new location following merger.
• Global Asset Management Firm - Driving the creation and rollout of IT infrastructure for a new national office.
• Securities Firm - Multiple projects involving IT, telecommunications and video feed infrastructure.
• International Textile Trading Organization - Multi-project engagement for the implementation of two major initiatives: The development of a remote order management & CRM tool for the corporate sales force as well as.
• National Apparel Manufacturing Company - Managing a system wide migration from AS/400 platform to Microsoft Windows platform.