The Pack Group delivers strategic business and technology management consulting services in Banking, Financial Services, Healthcare, Education, and Media

• Conceptualized platform-based technology strategy and operating model with technology implementation roadmaps, focusing on people and culture to deliver quick wins and increase organizational confidence in digitalization efforts• Architected omnichannel-enabling digital platform and spearheaded selection, procurement, and initial implementation of Microsoft Dynamics 365 CRM, Snowflake cloud data warehouse, Boomi integration platform-as-a-service (integration, API management, and master data management), Collibra data catalog, and Okta customer identity and access management• Created organization’s enterprise architecture framework and initiated architecture review committee and design authority to guide technology build vs. buy decisions, guardrail solution implementation, and govern technology-related change in a transparent and collaborative manner• Orchestrated an application rationalization effort for over 500 applications providing cloud migration, application retirement, and re-platforming recommendations and documenting metadata and relationships in EA tool• Shifted organization to a microservice-based, API-enabled technology integration model, resulting in 3x improvement to development team velocity• Initiated Agile transformation within IT organization, resulting in improved solution implementation velocity and quality

• Led turnaround of the enterprise project management office (EPMO) by reorganizing team and implementing Workfront for improved demand and resource management, portfolio-level roadmaps, and executive dashboards and communications• Delivered rapid value via custom-developed Appointment Scheduler and Skip-a-Pay products that facilitated over 69,000 branch appointments in first year after the COVID-19 pandemic onset and over 20,000 loan payment deferrals, respectively• Partnered with executive leadership team to establish the Enterprise Architecture and Solutions Delivery practice area focused on advancing the firm’s digital ambition, culture, and acumen, improving IT governance, and implementing niche software solutions

• Author of the "Enterprise Architecture in the Digital Age" blog on CIO.com

• Established enterprise architecture practice, serving as chief architect for the firm’s global digital transformation strategy• Created API-/microservice-based technology roadmap and steered evaluation, selection, and procurement of a leading digital business integration platform used to facilitate integrations with lenders, loan origination systems, title production systems, and other real estate software platforms• Led enterprise CRM platform selection and contributed to a $7.3 million cost avoidance over five years• Established architecture review board (ARB) and led organization to increased standardization and simplification, including the elimination of 46 applications during my tenure• Sparked architectural concept and design of a major integration and collaborative workflow extension for core title production platform allowing for a combined local and centralized transaction fulfillment model• Evangelized Stewart's thought- and market-leadership regarding TILA-RESPA Integrated Disclosures (TRID), a major regulatory initiative affecting residential real estate loan origination and closing process by: - Leading a broad industry workgroup to author and publish a TRID whitepaper, - Serving as a speaker and panelist with the American Land Title Association (ALTA), the Mortgage Bankers Association (MBA), and the Mortgage Industry Standards Maintenance Organization (MISMO), and - Co-chairing the MISMO Title Insurance Workgroup and serving as a member of the MISMO Residential Governance Committee• Collaboratively initiated enterprise data governance program, producing enterprise business glossary, and aiding organizational data literacy

• Created concept for a revolutionary closing fee data and document management platform, rapidly assembled the development and analysis team, managed solution design and development in a nimble and cost-effective manner, and enabled a smooth transition to an existing product team for ongoing maintenance and enhancement.

• Expanded loan modification technology to support business unit top-line revenue growth from $12MM to $200MM in less than 4 years• Established technology governance and financial management framework and led collaborative application rationalization and retirement efforts reducing annual IT operating expenses by 11%

• Led a large, cross-functional team to improve architecture and performance of a proprietary mail merge component into a scalable document production, tracking, and review platform that helped fuel a CAGR of 28% over five years• Fostered co-development partnership with rival vendor to design and develop a data reporting platform benefiting a global top ten bank immediately eliminating over half of all spreadsheet-based reports and reduced data availability turn times from one-to-two days to several hours to live on-demand dashboards and real-time analytics

• Created a flood determination order placement plug-in for a top-five loan origination system which contributed eight percent of annual flood division revenue in a declining mortgage origination market

• Directed local and offshore teams to maintain a custom CRM website used in print mail marketing for automobile dealerships and created solutions that increased marketing team productivity, resulting in 19% reduction in campaign costs

• Developed investment and savings account management website and implemented data access logic that continuously processed more than 25 simultaneous complex transactions per second

• Aided revenue growth resulting in a ~15% CAGR over my tenure with the organization by leading software development efforts for a corporate financial analysis, consolidation, and reporting suite written in Microsoft Visual Basic and Microsoft Excel for mid-market enterprises ranging from $100 million to $1.5 billion in annual revenue