• AI/ML Document Management Delivery: Led a major workflow and UX/UI redesign for a document capture case management project for a $121B client, delivering $750K in savings across 16 departments through KTA (AI/ML) enhancements and phased optimizations. • Data-Driven Reporting & Efficiency Gains: Architected a standardized data model for operational metrics improving reporting accuracy by 80%. Reduced RPA costs by 60% through process reengineering, minimizing idle times for unattended bots and optimizing resource use.• Strategic Leadership: Drove product development by balancing customer value with cost management, optimizing deployments for both on-premise and Azure cloud environments to enhance scalability and flexibility for our SaaS product.• Business Development & Product Expansion: Spearheaded business development partnerships and led product expansion through targeted research and development, prototyping, demos, and client presentations.• Program Management & Market Insight: Directed parallel projects to unify and streamline ECM product delivery, transitioning individual BPO requirements into comprehensive product lifecycle strategies. Leveraged competitive market research and stakeholder engagement to ensure offerings remained relevant, adaptable, and strategically aligned with internal and client needs.• Team Growth & Mentorship: Guided organizational development of the Digital Transformation Services (DTS/DX) division from 3 to over 40 cross-functional professionals across the U.S. and Philippines. Conducted coaching sessions on engineering best practices across Kofax, .NET, SQL, and Excel. • Product Architecture & Automation Framework: Acted as a subject matter expert across Tungsten (Kofax), UiPath, and Microsoft ecosystems. • Team Workflow Optimization: Automated the SDLC pipeline between development and quality assurance teams, enabling real-time roll-up reporting and eliminating manual intervention. (truncated to 2K chars)

• IT Solutioning. Delivered IT infrastructure build-out of Azure Active Directory (AAD) for 14 machines with application deployment of back office HIPAA software for chiropractic clinic.• Solutions Engineering: Crafted pre-sales demos, proposed solutions design, managed IT infrastructure and implemented Kofax TotalAgility (KTA) solutions for ECM consulting firm.• Project Management: Facilitated Applicant Tracking System (ATS) and Client Relationship Management (CRM) migration from TempWorks to AkkenCloud for 15 person recruiting office.• Scope and Stakeholder Engagement: Led requirements gathering and scope management of multi-million-dollar Sitecore website redesign of national client in the construction sector. • Business Systems Analysis: Performed gap analysis, pricing exercise, and vendor negotiations for Professional Services Automation (PSA) and Power BI data reporting solutions for a consulting firm.• Delivery Scrum Master: Conducted scrum and product enhancements between technology and 8 lines of business of multi-million-dollar implementation of document imaging compliance project using IBM P8 FileNet Case Manager for a Fortune 100 bank.• QA Automation Engineer: Executed business systems analysis and quality assurance solutions along with Excel VBA automation for global order management consolidation of retail Fortune 500 client.• Product Engineer: Engineered consolidation of 4 e-commerce systems into NetSuite ERP/CRM solution with gap analysis, process mapping, and process change documentation for a startup.

(now CGI and BPS Technologies)

(formerly Quick Solutions Inc)

Global spokesman for 50+ year Chinese biotechnology company during global expansion. Alphay is the world’s largest grower and supplier of Certified Organic Lingzhi (aka Reishi or Ganoderma lucidum) and other medicinal mushrooms producing the highest quality nutritional products, targeting each major organ system and having profound effects on the human body.

• Information Technology Leadership: Implemented IT infrastructure and managed new vendor relationships for an insurance startup focused on protecting pharmaceuticals from patent infringement revenue loss.• Product & Data Management: Improved research team efficiency by 250% with a Microsoft .NET and SQL Server application by automating and validating data feeds. Augmented product solution to improve target customer identification process for improved performance and advanced charting which reduced analysis processing from hours to minutes.

• Financial Product Ownership: Subject matter expert and team lead of a global PeopleSoft Financials/SCM ERP implementation spanning 8 countries. Improved employee global time and expense entry experience by 60% with automated load of corporate credit card feeds.• Operational Excellence: Recovered over $2.5MM in expense submissions with a custom audit module for PeopleSoft including reimbursement policy algorithms for technology workflow. Improved pay-cycle efficiency by 80% through process automation and auto-ACH transmission. Reduced PeopleSoft Purchase Order approval time by 75% by augmenting Virtual Approver workflow.• Software Engineering Expertise: Led international project teams through full SDLC on time delivery with emphasis on stakeholder engagement, change management, module customization, SQL/T-SQL data migration, and reporting.• Digital Transformation Solutions: Eliminated manual expenses report paper process by integrating Perceptive Software ImageNow Document Management for receipt image verification submission process. Shortened AP/AR/GL accounting month-end, quarter-end, and fiscal-year-end closing delays from days to hours via automation combined with database SQL/t-SQL solutions.