Katherine Gilbert-O'Neil

Katherine Gilbert-O'Neil Email and Phone Number

Quote to Cash Digital Transformation Leader @ Everlaw
Berkeley, California (CA)
Katherine Gilbert-O'Neil's Location
Livermore, California, United States, United States
Katherine Gilbert-O'Neil's Contact Details

Katherine Gilbert-O'Neil personal email

About Katherine Gilbert-O'Neil

20+ years of experience in Solution Architecture, Business Process Transformation and Project/Program Management supporting cross functional initiatives impacting Quote-to-Cash, Strategic Pricing, Sales/Channels and Finance Operations, and New Product/Services Introduction in both Corporate and Start-up environments. Profile of Key Strengths:• Exceptional ability to build company-wide processes, policies, and systems that produce sustainable improvements in productivity, efficiency and profitability; identifies root causes, considers how new approaches will affect the bottom line, and moves organizations, teams, and customers in new directions. • Quick to develop relevant, actionable solutions through adopting a strategic view and clear goal-setting; builds conceptual models from which to define, plan, and launch comprehensive strategic action.• Recognized by management, colleagues, and customers as a strong leader who excels at planning and implementing strategic utilization of technology to solve complex business problems and drive sustainable operational processes.• Shapes team structure and assembles skills to achieve the business goals; organizes units into smooth functioning systems, mobilizes teams to common objectives, and maintains the team's engagement and sense of direction. Professional Attributes: forward-thinking, prepared, analytical, collaborative, consistent, objective, logical, and leadership. Specialties: PricingCPQ/Quote-to-CashContract ManagementSalesforce.comFinance OperationsBusiness ArchitectureSolution Development & Optimization Team Leadership & DevelopmentStakeholder PartnershipTransformational LeadershipOperational Excellence Change Management PMO Leadership

Katherine Gilbert-O'Neil's Current Company Details
Everlaw

Everlaw

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Quote to Cash Digital Transformation Leader
Berkeley, California (CA)
Website:
everlaw.com
Employees:
11
Katherine Gilbert-O'Neil Work Experience Details
  • Everlaw
    Qtc Business Systems Leader
    Everlaw Jan 2024 - Present
    Oakland, California, Us
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  • Deloitte Digital
    Qtc/Cpq Specialist Leader
    Deloitte Digital Jun 2022 - Dec 2023
    Usa, Us
    Provide leadership on large scale Quote to Cash projects. • Act as the lead subject matter expert across multiple client engagements, engaging directly with senior clients, and delivering sophisticated approaches to complex problems.• Deliver market-differentiating skills to the client and generating sales in areas related to the Quote to Cash Domain.• Lead development of strategic or innovative external eminence that raises the profile of Deloitte’s brand, creates market differentiation, and/or results in sales opportunities in the Quote to Cash Domain.• Manage and contribute to internal eminence related to the Quote to Cash Domain including mentoring junior specialists.• Oversee development and maintenance of tools and methods in the Quote to Cash Domain.• Identify new ideas and Market Offerings in the Quote to Cash Domain.• Conceive, develop, and lead Market Offering initiatives related to the Quote to Cash Domain.
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  • Wipro Limited
    Global Practice Director, Quote To Cash Process Transformation
    Wipro Limited May 2019 - Jun 2022
    Bangalore, Karnataka, In
    Lead a team of Senior Process Transformation Consultants to advise customers on their transformational QTC initiatives.• Define and lead enterprise transformation initiatives in pre-sales and implementation phases utilizing leading edge methodologies and technologies, in varied industries with cross-functional teams across geographies.• Drive Functional Assessments and Solution Architecture for complex CX/QTC solutions and manage project delivery across portfolios and industries, managing multi-location and multi-service line teams.• Help build the practice by identifying opportunities and leading bid management efforts including estimation of effort for process assessment, solution design, system configuration, integration and implementation.• Assist in the architecture and development of future state plans of market leadership in CX/QTC space and support training efforts for team members on key CX technologies and process areas.
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  • Commercecx
    Svp, Quote To Cash Solutions
    Commercecx Dec 2017 - Jan 2019
    Cary, North Carolina, Us
    Lead a team of Solution Architects, Business Analysts and Software Developers to define and implement QTC solutions with Customer Experience as the central pillar. • Provide leadership to a team that brings business-relevant solutions and technology expertise to every partnership. Combine research, design, architecture, and technical expertise to help our clients engage people that matter the most to them through a process we call the Six Pillars.• Ensure our software developers have mastery in solving a specific set of engineering challenges and have a growing code repository they can leverage across projects for maximum efficiency and speed.• Define processes and methodologies to enable our QTC experienced team to do more than just design from a set of requirements. Enable them to help tell our client’s story and plot a course to bring the QTC strategy to life that is simply beautiful and beautifully simple.
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  • Conga
    Program Director, Professional Services, Delivery Excellence
    Conga Jun 2016 - Nov 2017
    Broomfield, Co, Us
    Manage complex, enterprise projects in pre-sale and implementation phases using hybrid project management practices. Assume full accountability for managing and delivering high level, multimillion dollar projects and programs. Provide leadership to high performing teams of Engagement Managers, Solution Architects, Technical Architects, Configuration Engineers and Business Analysts to deliver strategic Apttus’ salesforce.com-based Quote-to-Cash Solutions. Report to RVP of Professional Services.• Demonstrate thought leadership in value-based client solutions, program management, and resource optimization.• Design and deliver client solutions using deep project management and technical expertise.• Deliver at rocket speed and with engineering precision using our best practice methodology, tools, and best practices. • Own the customer’s success and adoption of our largest customers.• Form strong relationships with all levels of stakeholders, proactively manage risk, and manage budgets and project margins.• Drive internal projects required to evolve our delivery projects.
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  • Conga
    Director Professional Services, Delivery Assurance And Enablement
    Conga Jan 2015 - Jun 2016
    Broomfield, Co, Us
    Manage a team of Program Managers, Curriculum Developers, Solution Architects and Business Analysts to drive Customer satisfaction, revenue growth, and profitability for Apttus through Professional Services processes and tools that enable a strong Apttus Solution Delivery Ecosystem and assure projects adhere to consistent standards and best practices. Reported to SVP of Professional Services Operations.• Enable Tier One Domain and Solution Expertise throughout the Apttus Delivery Ecosystem.• Assure Projects adhere to consistent standards and best practices to ensure Customer Success.
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  • Conga
    Director, Professional Services, Cpq Solution Architecture
    Conga Feb 2013 - Jan 2015
    Broomfield, Co, Us
    Manage a global team of Solution Architects, Technical Architects and Business Analysts to Implement Apttus’ salesforce.com-based CPQ (configure/price/quote) Solution. Lead CPQ Solution process for Apttus’ implementation projects for multiple clients across multiple industries including Software, SaaS, Hardware, Networking, Manufacturing, Medical, etc. Reported to SVP of Professional Services.• Lead a global team of Solution Architects to work closely with Customers and internal Functional Managers, and Business System Analysts in developing robust, scalable and flexible solution architectures for various customer projects including requirements definition, solution design, prototyping, and preparing architecture roadmap.• Oversee Solution design process and conduct Solution Architecture reviews with project teams prior to design and development activities to ensure solution is scalable, is aligned with internal product roadmaps and meets customers’ business requirements.• Participate in pre-sales and customer engagement activities. • Ensure proper cross-functional alignment with multiple external but related teams such as Sales, Product Development, and Customer Support
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  • Cisco Systems
    Sr. Consultant
    Cisco Systems Feb 2012 - Nov 2012
    San Jose, Ca, Us
    Supply Chain Operations:Provide Business and Financial Management support for major initiative to streamline operational capabilities associated with order management and fulfillment of TAA Transactions.Services Sales Operations:Provide Business Analysis and Project Management support for major policy initiative to ensure continuous coverage via timely renewals of TS contracts thus increasing TS revenues and reducing over-delivery costs.
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  • Cisco Systems
    Sr. Manager, Strategic Pricing Solutions Pmo
    Cisco Systems Oct 2010 - Jan 2012
    San Jose, Ca, Us
    Drive the corporate-wide strategic pricing roadmap across all products and services. Managed 12 direct reports / matrix managed 70.• Lead a team of business process architects to drive a holistic pricing process; created a rolling Pricing & Discounting (P&D) strategic roadmap that positioned pricing as a strategic asset for Cisco. • Serve on the corporate team to drive a new enterprise architecture (methodology and reference model) for centralized operational and systems portfolio planning; ensured organizational synergy and stakeholder engagement. • Define and managed a comprehensive stakeholder needs model; enabled tracking multiple initiatives that had increasingly broader impact across the enterprise.• Develop, manage, and document repeatable Project Management process policies, standards, templates, and tools; built this initiative into a Center of Excellence (CoE).
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  • Cisco Systems
    Manager, Strategic Pricing & Solutions
    Cisco Systems Oct 2007 - Oct 2010
    San Jose, Ca, Us
    Deliver high priority pricing and discounting capabilities to the enterprise. Managed six direct reports/31 total. • Drive the vision, set standards, and built a strong team for this critical new enterprise pricing function; recognized as the lead architect and SME on base pricing, adjustments, discounts, promotions, credits, and net price policies. • Implement E2E integration and governance across both transformational and legacy platforms; facilitated redesigned business models for new products and markets, increased operational efficiency, optimized workflows.• Conceive and propose off-shore capabilities for root-level data analysis and release testing (BAT/UAT); leveraged existing India (QA) staff. Improved ROI by implementing more efficient business analysis/testing support.• Propose and deploy RequisitePro as the P&D process requirements management tool [later adopted by Major Commerce initiative]; enabled scope, budget, resource, and schedule tracking. • Sought out as the SME to drive support company-wide Business Architecture initiatives; applied deep understanding of data issues affecting pricing processes and provided analysis and recommendations to other areas and functions.
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  • Cisco Systems
    Sr. Program Manager, Deal Management Operations
    Cisco Systems Mar 2006 - Oct 2007
    San Jose, Ca, Us
    Drive (non-standard) deal management process, policy, priority, and system improvements. Managed seven direct reports. Reported to Director. • Manage and deployed successive releases of deal management workflow tools; streamlined multi-step online process provided global consistency, improved decision making, and increased sales/deal management productivity.• Drive ongoing deal management process and policy improvements; supported the Global Director of deal management by building business cases, identifying stakeholder needs, and establishing global accountability.
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  • Sandia National Laboratories
    Sr. Program Manager, Homeland Security Pmo
    Sandia National Laboratories Feb 2002 - Oct 2005
    Albuquerque, Nm, Us
    Lead $30+ Million ChemBio National Security Program PMO. Build and implement a new operational infrastructure because of the 9-11 event and establish the Sandia Homeland Security Program (SHSP) working with the Technical Program Director to define new business processes. Reported to Manager.
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  • Adobe Systems
    Sr. Program Manager, Core Technology Division
    Adobe Systems Nov 2000 - Dec 2001
    San Jose, Ca, Us
    Drive integrated organizational and operational standards and process improvements. • Develop a comprehensive roadmap and resource planning process for sustainable product release support; aligned with 'core technology' teams and product groups to proactively address functionality requirements. • Perform as the core technology group interface to the new flash technology development team; ensured delivery of core technology functional components to support flash website architecture product releases.• Develop and manage deployment of a new code release strategy and high level defect prioritization process; improved productivity and increased the quality of deliverables.
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  • Covigo - A Start-Up Early Innovator Offering Website Access On Mobile Phones
    Manager, Pmo
    Covigo - A Start-Up Early Innovator Offering Website Access On Mobile Phones May 2000 - Nov 2000
    Establish the PMO and define the product development lifecycle and customer engagement process. • Drive the company's initial product development lifecycle definition, communication, documentation, and implementation; improved predictability and quality of product launches and customer deployment.• Manage delivery of the first major release of Covigo's core product; define the customer engagement model and the customer implementation process.• Define process improvement priorities; included engineering, product management, and IT.• Engage with customers and internal teams (sales, marketing, and engineering); developed a website.
  • Global Center - Web Hosting And 'Database On Demand' [Acquired By Global Crossing In 2000]
    Sr. Program Manager, Pmo
    Global Center - Web Hosting And 'Database On Demand' [Acquired By Global Crossing In 2000] May 1999 - May 2000
    Establish the PMO and define the product development lifecycle process. • Define and implemented a comprehensive strategy; supported product development (database capacity, dedicated Internet, VPN, streaming media), and internal projects (billing, automated order, network statistics monitoring).
  • Hp
    Business Ops Program Mgr/ Pricing Product Mgr/ Sr. Financial Analyst: Tandem Computers Division
    Hp Feb 1995 - May 1999
    Palo Alto, Ca, Us
    Business Operations Program Manager, Non-Stop Software Division (1998-1999)• Institute the balanced score card approach to monitor organizational performance; collaborate with senior management on performance metrics requirements. • Deliver a new management decision support tool; lead a cross-functional activities project team to define the requirements and concept, and significantly improve ability to plan and track resources by project and organization. • Manage a cross-organizational Service Level Agreements team; enabled accurate project cost allocation.Pricing Product Manager, Non-Stop Software Division (1996-1998)• Define and implement a comprehensive pricing approach; compile pricing market research on leading DB and OLTP software companies to build the business case, and create the company's first user-based pricing model. • Work with marketing, legal, finance, sales, operations; direct product managers in developing pricing proposals. Sr. Financial Analyst, Non-Stop Networking Division (1995-1996)• Provide FP&A support for $40M gross R&D budget in 300-person division; establish financial planning, budget management, and reporting.
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Katherine Gilbert-O'Neil Skills

Business Analysis Program Management Saas Integration Enterprise Software Cross Functional Team Leadership Project Management Strategy Management Change Management Business Process Improvement Business Intelligence Business Process Requirements Analysis Product Management Enterprise Architecture Leadership Software As A Service Cloud Computing Salesforce.com Business Strategy Solution Architecture Pricing Business Process Design Business Development Process Improvement Sales Operations Analytics Professional Services Erp Team Leadership Quote To Cash Thought Leadership Analysis Project Planning Order Management Release Management Enterprise Resource Planning Business Architecture Pmo Strategic Thinking Project Management Office Operations Management Master Data Management Strategic Planning Policy Analysis Portfolio Management Managerial Finance

Katherine Gilbert-O'Neil Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance And Hr
  • Indiana University Jacobs School Of Music
    Indiana University Jacobs School Of Music
    Voice Performance
  • Indiana University Jacobs School Of Music
    Indiana University Jacobs School Of Music
    Voice Performance

Frequently Asked Questions about Katherine Gilbert-O'Neil

What company does Katherine Gilbert-O'Neil work for?

Katherine Gilbert-O'Neil works for Everlaw

What is Katherine Gilbert-O'Neil's role at the current company?

Katherine Gilbert-O'Neil's current role is Quote to Cash Digital Transformation Leader.

What is Katherine Gilbert-O'Neil's email address?

Katherine Gilbert-O'Neil's email address is ka****@****pro.com

What is Katherine Gilbert-O'Neil's direct phone number?

Katherine Gilbert-O'Neil's direct phone number is +140833*****

What schools did Katherine Gilbert-O'Neil attend?

Katherine Gilbert-O'Neil attended Indiana University - Kelley School Of Business, Indiana University Jacobs School Of Music, Indiana University Jacobs School Of Music.

What skills is Katherine Gilbert-O'Neil known for?

Katherine Gilbert-O'Neil has skills like Business Analysis, Program Management, Saas, Integration, Enterprise Software, Cross Functional Team Leadership, Project Management, Strategy, Management, Change Management, Business Process Improvement, Business Intelligence.

Who are Katherine Gilbert-O'Neil's colleagues?

Katherine Gilbert-O'Neil's colleagues are Kyle Chatman, Jamal Bernhard, Noah Yisa, David Romness, Pe, Env Sp, Emily Nelson, Dana Lombardo, Michael Stuck, Ceds.

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