Hartman Executive Advisors works with executive management to align innovative IT solutions with overall business strategy. In my role as an Executive IT Advisor (CIO), I have led IT organization in the Construction, Banking, Financial Services, Retail and Not-for-Profit sectors to provide leadership and unbiased guidance to move companies from tactical to strategic approaches, maximize return on IT investment and drive measurable business outcomes. Some examples of my experience include:• Fractional CIO for a regional chain of commercial auto repair stores. Stabilized and enhanced IT infrastructure, selected and implemented ERP/financial/point-of-sale solution, • Fractional CIO for a $350M construction company. Stabilized and enhanced IT infrastructure and operations, migrated business applications in finance and field operations to modern SaaS platforms, enhanced reporting and analytic function, and coached/mentored staff.• Fractional CIO for financial institution that enables tax credit equity investments. Stabilized IT infrastructure and operations, developed and implemented a robust security program. Consolidated legacy systems to Salesforce platform.• Fractional CIO for regional Community Bank with $900M AUM. Led the implementation and integration of an asset-based loan system for a large community bank. Identified and remediated security risks in order to meet compliance and regulatory requirements. Defined policies, standards and processes to reduce risk posture. Developed and led implementation of corporate PMO.• Led several strategic IT assessments and served as Fractional CIO for several organizations in the non-profit, construction, digital marketing and financial sectors. Identified gaps, provided IT leadership and consultative services, created and implemented roadmaps, budgets and governance processes that better aligned and communicated IT investment with business strategy.

Charged with developing and implementing an enterprise strategy for driving operational efficiencies within a rapidly growing “start-up” software development company.• Drove operational excellence throughout the business including product offerings, delivery methodologies, operational guidelines and sales/execution strategies.• Provided leadership, management and vision to cross-functional teams to ensure proper development controls, procedures and resources are available to support effective growth, quality, financial strength and operational efficiency.• Led the development, updates and enforcement of policies and procedures regarding computer operations and security.• Developed and managed information technology annual operating and capital budgets.

Recruited as organization’s first CIO to develop and operationalize comprehensive technology and product development roadmap to facilitate rapid growth and meet increasing market demand for services.♦ Led software development and delivery services (budget $30M) that transformed and modernized technology platforms for multiple Health and Human Services (HHS) agencies complying with the Affordable Care Act (ACA), improving operational efficiencies by 20-30%♦ Reduced infrastructure OPEX cost 13% while providing highly available, scalable and secure high performance infrastructure services through cloud-based (AWS), hosted and premise-based capabilities. ♦ Transformed disengaged workforce with high turnover rate into a collaborative, high performing global team resulting in a 95% retention rate. Recognized by senior leaders for transformational leadership and improved workforce engagement. ♦ Created and executed a comprehensive software development, delivery and infrastructure plan resulting in cost savings of $5M+.♦ Led selection and implementation of corporate ERP solution (Deltek) resulting in improved billing, financial reporting, time management and accounting work flow.♦ Developed and implemented a global network architecture, standards and protocols for data exchange, communications and collaboration within the organization.

CIO Partner charged with development and engagement in short and mid-term projects ranging from interim coverage to transaction based specific needs. ♦ Supported business development activities exceeding plan by 46% and annual growth of 29%.

Recruited by company to turnaround failing IT organization in a stagnant market. ♦ Created a comprehensive IT strategy and roadmap that modernized and transformed business operations leading the organization to year-over-year growth of 13-22%♦ Reduced infrastructure OPEX cost 21% while providing highly available, scalable and secure high performance infrastructure services through cloud-based (AWS), hosted (Rackspace) and premise-based capabilities. ♦ Drove a multi-phase Business Process Transformation (budget $12M) that increased P&C revenue 225% over 3 years and improved operational efficiency by 35%♦ Forged relationships with key executives and led IT governance strategy that considered all IT investment, obtained alignment with enterprise architecture and institutionalized and improved IT investment selection process♦ Drove operational excellence within multiple internal systems and processes, taking company from below industry standards to exceeding them with +99% performance availability. ♦ Strengthened sales and customer retention levels by delivering integrated CRM and data warehouse capabilities including real-time views, dashboards and drill down capabilities across all business units♦ Spearheaded reorganization of IT, moving from a decentralized function to a centralized technology organization. Instituted and matured project management processes that significantly improved the delivery of IT services.

Recruited as company’s first CTO to improve product development processes, IT operations and service delivery for this rapidly growing SaaS software company.♦ Led product roadmap and delivery of multiple SaaS products producing 200% revenue growth over 24 months.♦ Assessed business operations, organizational structure and market opportunities. Led business process transformation effort resulting in 45% reduction in OPEX while improving customer satisfaction, data quality, analytic capability and operational efficiency.♦ Led global engineering organization using best–in-class processes. Redesigned product development process, standardized SDLC and project management framework across teams in US and India.

Recruited to lead this private 501(c) (3) not-for-profit health care quality organization through a digital transformation to improve product development processes, IT operations and service delivery.♦ Re-engineered data center operations, moving data collection service to multi-tenant SaaS model. Efforts resulted in a 30% expense reduction while improving customer satisfaction and data quality.♦ Managed network and Dev/Ops operations that supported complex application development, delivery, business continuity and operations.♦ Developed a suite of SaaS based products generating $4.5M of first year revenue. Identified additional product/revenue opportunities resulting in double digit revenue growth in 2nd and 3rd years.♦ Selected by CEO to direct company-wide business transformation to infuse technology into internal business processes. Reduced OPEX $750K in first year.