A thrilling "homecoming" back to Insperity following my sabbatical, to join the dynamic Corporate Development team within Insperity's Strategic Development organization. Our mission is to further accelerate customer value, employee experience, and company growth and profitability via M&A, strategic partnerships, technology excellence and market innovation in the Human Resources domain.

After a collective decade of rich experiences, deep friendships and exceptional career opportunities with Insperity, I made the bittersweet decision to pass the torch at an opportune transition point to take a long-dreamed of career sabbatical. A year of travel, reflection, (tons of cooking!) and quality time working on passion projects and volunteering, were an exceptional opportunity to charge-up the creative batteries and prepare for the next chapter.

I was blessed with the exceptional opportunity to Product/Program Manage and lead the amazing team responsible for Insperity's Enterprise-wide CRM migration to Salesforce, the company's most broad-ranging digital transformation in decades.• Co-led the evaluation team responsible for functional, technical and ROI analysis of cloud CRM vendors, ultimately resulting in sponsorship by the CEO and Board of Directors to replace three legacy Oracle platforms with Salesforce for Sales, Service and Finance.• Project managed licensing negotiations in collaboration with a procurement consultancy, resulting in multi-million dollar cost savings and scalable licensing terms.• Oversaw vetting, selection and contract negotiations for an implementation partner (S.I.), with a candidate field ranging from boutique agencies to Big Four consulting.• Primary SME and business lead to Legal on all contract matters.• Instantiated a Salesforce Project Management Office (PMO) and organized the cross-departmental Program team into eight Agile-methodology workstreams with daily/weekly collaboration cadences, statusing and knowledge management. The core program team was comprised of ~75 internal resources and ~50 consultants, with a broader SME community of ~120 additional contributors. • Accountable for overseeing and supporting our implementation partner (S.I.) on all Program performance, personnel, escalation and financial matters.• Chaired the Salesforce Steering Committee with bi-weekly updates to senior executives and represented the Program regularly at departmental and company meetings.• Managed all Salesforce-related forecasts and budgets.• Led organizational design and staffing for long-term sustainability.• Salesforce was launched to great success and user excitement within the target go-live window in Q2/2022.Committee Memberships:• OneInsperity Advisory (steering committee for senior leadership collaboration)• Corporate Leadership Development Council

Having completed a successful tour of duty in the consolidation of Insperity's retail-facing HR technology portfolio, pivoted to accelerate the institutionalization of exceptional user experience throughout Insperity’s total product landscape. The Technology Experience team's core areas of focus encompassed:• Sales Enablement and Prospect Journey• Human Capital Analytics• User Experience (UX) Research, Design and Front-end Development• Mobile Applications• Employee Engagement / Experience• Content Management• Competitive Intelligence• Technology Product Marketing, Advocacy and Communications• Technology Thought LeadershipHighlights of the team's impacts:• Visioning, investment case, staffing and product roadmap leadership for a ground-up build of Insperity's new internal Sales Enablement and Prospect Journey platform.• Launch of a first-in-class advanced People Analytics solution, providing Fortune 100-caliber capabilities and HR insights to SMB companies.• Consistent 4.6+ star app store ratings for Insperity Mobile.• UX research, prototyping and testing embedded into the product management lifecycle.• Rapid response to pandemic crisis with vital client-facing mobile, content and analytics assets.• Creation of a technology-centric Comp Intel function, with a seat on the Enterprise Intel Council.• Thought leadership contributions via industry blogs, conferences, webinars and events.

Returned to Texas for a family opportunity and to Insperity, where a timely and thrilling new challenge awaited helping to lead the organization through the consolidation of all retail HR technology business units. Oversaw the integration and streamlining of Product Management and R&D for 5 product lines, including; Time & Attendance, Expense Management, Financial Solutions, Performance Management and Organizational Planning.• Standardized team roles/structure, SDLC, product/project management methodology across 7 product teams, with a careful emphasis on limiting disruption and protecting team-level culture.• Introduced matrix management and functional support resources in the disciplines of Quality Assurance, Business Analysis, Project Management, Solutions Design and Software Development.• Led the execution of an 18-month resourcing and knowledge-transfer plan to fully migrate development of the Expense Management product from a predominantly-offshore model to 100% in-house. Business impacts included a 20-30% overall improvement in team velocity/productivity, significantly reduced defect rates and an annual recurring R&D savings of over 20%.

Was recruited by the CEO to join Advantage, the 4th largest rental car operator in the U.S., as CTO and member of a newly-formed executive team charged with implementing a post-bankruptcy turnaround, under new Private Equity ownership. Advantage operated in over 40 airport locations across 20 states and employed 1,000+ workers.• Successfully orchestrated an aggressive, 100-day plan to transfer IT operations from previous ownership in Jackson, MS to the new corporate entity in Florida with zero downtime to field operations. Key outcomes included:- Recruiting and on-boarding of new, critical personnel in the areas of IT Infrastructure, Service Desk, Procurement, Project Management and Software Development.-Physical data center and equipment move for all back-office applications.-Legal reassignment of all IT inventory, assets, service provider contracts and licenses.-Extensive knowledge transfer and process mapping.-Implementation of Change Control to minimize and manage risk.-Service Desk cut-over.-e-Commerce and reservation / transaction system continuity for over 100,000 rentals per month.• Fully operationalized IT, data and voice infrastructure and back-office systems for the new corporate headquarters.• Completed an exhaustive vendor review and relationship restoration process, including strategic renegotiation and replacements resulting in over $1.5M in estimated cost savings over 3-years.• Partnered with Marketing to develop and launch an online “Instant Rewards” loyalty program in 90-days, resulting in a double-digit increase in repeat rentals among participants.• Implemented the Scrum agile project management methodology, department-wide.• Upgraded airport location site infrastructure and system performance in over 20 cities.• Established fully-embedded booking on Advantage.com for international partner Europcar.• Led technology integration and IT personnel and systems merger following the acquisition of E-Z Rent A Car in 2015.

Accepted a senior leadership opportunity in 2012 to head product strategy and development of Insperity’s Human Capital Management (HCM) technology portfolio, including the flagship HCM application, Payroll Services, Performance Management and Organizational Planning. • Led the 2012-2013 market validation pilot, visioning and roadmap development for Insperity’s Human Capital Management (HCM) mid-market technology portfolio, resulting in executive management and Board of Directors support of an aggressive, 2-year incremental investment of $10M and a fundamental expansion of the company’s long-term strategic plan.• Orchestrated the successful migration of software development for three product lines, from under-performing offshore vendors to in-house teams over a 6-month period. Product development continuity was maintained, while realizing a $2.1M net savings in 2013.• Collaborated across multiple business units to define, implement and establish metrics and compensation goals for a formal Product Management discipline, including roadmap execution, competitive intelligence and effective go-to-market strategies.• Designed, sourced and implemented a blended outsource/in-house team model (4 teams, ~40 people) for rapid execution of user experience and functional advancement of Insperity HCM.

Following the acquisition of Galaxy by Insperity, relocated to corporate headquarters to assume a newly created leadership position responsible for the technology and product integration of Insperity’s growing “Adjacent Business” HCM technology portfolio.• Established and chaired a product leadership forum to foster holistic product strategy, technology integration and IT efficiencies across 5 divisional P&L units.• Built the business case and championed a “suite-based” go-to-market vision for user experience consolidation and integration of the company’s standalone HR software products, ultimately resulting in a redefined mid-market retail products strategy for the company.• Led an integrated ERP/CRM/e-Commerce system roadmap, leveraging the cloud-based NetSuite platform. As a result, 11 disparate, legacy back-office systems were eliminated.• Performed extensive technical evaluation, due diligence and negotiations on 12 potential acquisition/partnership opportunities, which resulted in the successful execution of an and HCM and Payroll technology IP acquisition.

Joined the executive team in 2008 and was charged with optimizing all engineering and IT efforts towards key strategic and financial objectives, in preparation for potential acquisition of the company within a 60-month window.• Key member of the core executive team (CEO, VP Ops, VP Tech) responsible for executing all M&A negotiation and due diligence activities with 4 potential buyers.- Resulted in a successful acquisition by NYSE-listed, Fortune 1000 HR company Insperity (then Administaff) in July of 2010.- Target price was exceeded by 22% (92% of stretch goal); achieved within 30-months.- Secured an “ideal fit”, growth-oriented strategic buyer.- 100% staff retention throughout entire transition.• Day-to-day responsibility for a highly technical staff of 15 including software engineers, QA personnel, IT administrators and product specialists.• Led market analysis, product strategy and IT infrastructure overhaul to accelerate the transition of the company’s flagship time & attendance product line to a recurring revenue Software-as-a-Service (SaaS) model, resulting in a 120% increase in SaaS revenues over 18 months.• Negotiated a critical technology partnership and co-branded solution with the 4th largest U.S. payroll provider, leading to 300% shared revenue growth in 24 months.• Collaborated with Operations to pilot and iteratively refine an SMB-centric package, ultimately reducing implementation costs by over 60%. Total growth in the SMB client base eclipsed 400% between 2009-2013 and was an instrumental market segment strategy in the acquisition.

Promoted to product leadership in 2006, to serve as technical ambassador between internal and external stakeholders in the role of “Chief Product Advocate” for Galaxy's TimeStar time & attendance software line.• Reduced product defect rate by 40% via restructuring of the release cycle, evolution of the development methodology from “waterfall” to “agile” and retooling of the QA practice.• Integrated both the “voice of the customer” and internal feedback loops into a formal product roadmap discipline. Annual product line growth exceeded 35% from 2006 – 2010.• Directed a comprehensive user experience overhaul resulting in an intuitive, extensible web UI.

Principal user experience engineer and member of core 7-person team, responsible for the architecture and ground-up build of Galaxy’s 3rd-generation, web-native time & attendance platform.

Responsible for leading the agency's web development practice, IT systems and technology-related marketing services. Instrumental member in the transition from a traditional creative services firm to a Software-as-a-Service CRM web applications provider (InTimeTools).• Principal architect and manager of an outsourced engineering team throughout the v.1.0 development and successful launch of Kitson Marketing's vertically-focused CRM application.• Completed 8 successful website project lifecycles including: client communications, strategy, planning, graphic design, photography, coding, QA, launch and post-launch support.• Managed a Windows/Linux/Macintosh IT Infrastructure for 17 employees.

Oversaw all aspects of the company's $1.8M marketing budget, including outside creative agency oversight, brand strategy execution, website development, trade shows, catalog/print media production, KPI reporting and financial analysis of marketing investment.• Led the creation of a web development team and executed on the production of 3 public websites, e-commerce and an Intranet. Monthly traffic grew to tens-of-thousands of unique visitors, resulting in the company's most effective customer acquisition tool, with the highest overall ROI.• Managed the production of a quarterly 200+ page mail order catalog (distribution – 130,000) and monthly trade advertising in over 26 industry publications.• Established a vendor co-op advertising program, which grew to offset over $100k in annual catalog production costs.