Leader of technology consulting firm specializing in cloud computing, analytics and custom CRM deployment.

• Leads CRM, software implementation and project development for consulting firm specializing in full-stack cloud computing and analytic integration• Leads strategic planning and dashboard development team, cloud conversion, CRM implementation and integration, as well as customer analytics and agile coaching• Leading subscription-based white label product development for small business and dashboard products for scalable startup firms• Manages all vendor and software partnerships and agreements, including strategic partnerships with CRM, cloud computing, and analytics companies• Provides direct and indirect leadership support over business development and data science leadership, including marketing and programming teams

Led growth, access and patient experience strategies over large, integrated health system consisting of seven community and critical access hospitals, 70 regional clinics, three ED and 5 urgent care environments.• Led community-based BI and strategic planning team that provided forecasting, growth development and market share information. Developed interactive dashboard program with market data using Tableau. Routinely provided market forecasts and updates across all areas of care.• Led operational initiatives, including developing and implementing clinical access strategies to improve throughout and patient access within clinic environment, including developing a weekly reporting system to automate the tracking of new patient lives.• Led cost and quality initiatives, including oversight over clinic and hospital metrics for community goal attainment. Led performance improvement initiatives and served as project sponsor for numerous Lean initiatives.• Led interdisciplinary team to create a novel process for patient onboarding and access in primary care to reduce provider and patient burden which received Mercy’s Edison Award for community innovation.• Successfully led large, interdisciplinary organizational growth improvement initiative, including oversight of 5 and 10 year master planning efforts with construction design across inpatient, outpatient and clinic settings, with appropriate pro forma, recruitment targets, and detailed supporting operational plans in excess of $145M.

Led complex strategic and business planning for adult services at the #6 Hospital on the U.S. News Honor Roll, including Cancer, Obstetrics/Women’s Services, Transplant Services, Neurosciences and Heart & Vascular, as well as UCSF Health in aggregate.• Created implementation plan for large third-party claims data set integration with Salesforce and integration of CRM-specific approach to strategic management of physician and patient relationships through integration of physician referral data and third-party claims-based information.• Led and managed work products developed by Analysts in the Department and provided feedback to tailor work product to appropriate audiences.• Partnered with service line leadership to set strategic priorities and provided overall direction in carrying out program goals and objective through market-based analytics and insights.• Provided 50% support to Heart & Vascular business development, facilitating partnerships with Bay Area providers and health systems to strengthen core business functions.• Implemented program management approach and programmatic oversight to strategic development book of work.• Successfully launched outreach clinic in East Bay for Vascular Surgery within 6 months of role initiation.• Established strategic partnerships to expand Electrophysiology and Cardiac Surgery services through strategic alignment with hospitals and health systems in Bay Area.

Led project management and performance improvement efforts across Heart & Vascular service line, including 10 patient care units and two outpatient procedural areas, totaling 238 beds, 9 outpatient procedural suites, and 971 employees.• Managed all business development, strategic planning and overall business process improvements, continuous improvement (Lean/Six Sigma) activity, documentation and balanced scorecard.• Networked closely with organizational team of physician and nursing leaders, financial analysts, hospital executive leadership, quality improvement, billing/coding specialists, IT implementation teams and supply chain professionals to achieve targets across a wide variety of performance measures.• Created and successfully implemented CRM strategy for the Clinical Access program, utilizing Salesforce and internal admission data to allow the Clinical Access team to adeptly access information on referring physicians and referral patterns.• Successfully led numerous quality and operational projects across the service line, including efforts within the cath lab to improve patient safety, reduce risk of Acute Kidney Injury by 27%, and reduce patient wait time by 34 minutes pre-procedure, as well as improve on-time case starts by 55%.• Provided organizational expertise and leadership using Vizient tools, served as member of CV Council• Received the BJH Team Award for Quality Improvement for Implementation of a Web-Based Point of Care Risk Assessment Program to Reduce AKI• Led a novel project that partnered with Healthcare IT startup to pilot new operational workflow technology, responsible for project design, testing, and presentation of findings to the highest levels of the organization.• Partnered with patient care and clinical nursing leadership to successfully deploy standard work packages, provide coaching and validation, suggested corrective action and created project validation and measurement system.

Served as a member of the team that participated achievement of NIH designation as one of 29 NIH-supported Alzheimer’s Disease Centers. Served as direct supervisor for KU ADC Education Core team members (4), including study coordinators, recruitment coordinators, and outreach/social worker, managed the internship program and all student trainees. Managed all marketing, media and public relations activity for the Center, as well as the cost center associated with the Education Core.• Created and implemented various educational programming for the KU ADC, managed and planned all regional professional and community educational programs and symposia.• Managed study subject recruitment for all ADC investigators, affiliated investigators, and industry-affiliated clinical trials.• Co-led database development for the Alzheimer’s Disease Center’s Recruitment and Eligibility (RED) database; considerable experience using and developing databases using Velos and REDCap; developed numerous analyses using Excel and SPSS for data analysis to measure program effectiveness and ROI.• Supervised design and managed all marketing and media content for the KU ADC, including all print brochures, advertisements and materials, direct mail campaigns, press releases, web and social media content, radio and television advertisements. Extensive experience with media placement, marketing and advertising for the KU ADC.• Served as clinic manager for the Memory Disorders Clinics for over 1 year; other experience conducting patient interviews,telephone screens, research assistant for neuroimaging trials; extensive experience performing cognitive testing/psychometric testing for clinic patients and study patients involved in numerous clinical trials.• Received the Karen B. Gregg and Kelly D. Gregg, PhD, Graduate Student Research Award for graduate research in creating a web-based survey to measure cost and its impact on adherence for prescribed memory disorder medications.