Consulting Services: • Learning & Development Analysis / Administration / GovernanceLearning Management Systems: • Need Identification, Requirements Gathering, Vendor Solicitation / Evaluation / Award / ProcurementImplementation: • Client Consultant, Content Analysis & Preparation, Project Management, Software Implementation / Hypercare / Governance / System Administration

Recertified 2023R2. Implementation of Phase X Workday Learning: Requirements gathering, solution architecture, design, prototyping, testing, delivery.• Sector: Life Sciences, City Government• Systems: Workday, Jira, ServiceNow, Microsoft Office• Solutions: Global consolidation of 5 business units into their first learning management system. Create learning best practices, processes, and governance.

Specialized in Workday Learning implementations. Certified in Workday Learning, HCM, and Talent. • Sectors: Ivy League University and Global Agricultural Manufacturing • Systems: Workday, Jira, Microsoft Office, ServiceNow• Solutions: As Workday Learning Specialist Master - Responsible for ensuring design, point of view, best practice, and cutover materials were current and client-facing; transformed internal Center of Excellence process documentation, consultant playbook, and client solution & information templates.

Successful consolidation of 2 LMS systems involving 5 distinct entities into Workday LMS. Engaged 4 months prior to launch to provide subject matter/implementation expertise to determine and outline the launch risks, and retained for 2 years to determine requirements, scope of project, create operational solutions, integrate multi-layered administrative training, and design an all-encompassing change management/communications plan.• Sectors: Higher Education, Healthcare, Government• Systems: Workday, NetLearning, Oracle Learning Management, ServiceNow, Microsoft Office• Solutions: Governance, Operational Readiness, Change Management, Communications

• Sector: Global Architecture Firm• System: Workday• Solutions: Data Conversion, Vendor Management, Testing (End-to-End, UAT)

1. Retained $25M revenue from 2 dissatisfied clients by leading troubleshooting teams and investigating internal challenges with people, process, and technology. Created multi-faceted action plans that resolved issues and raised customer satisfaction scores 10%+ in 9 months.2. Managed 40+ strategic projects in 3 years for HRO/software training supporting key business areas (Content / Knowledge Management, Training for Internal Operations / Software Development / Products) and departments (Curriculum Development, Instructional Design, Certification, and Delivery). • Sectors: HRO/BPO, State Government, Call Center Operations, Payroll Processing, Global Operations• Systems: Microsoft Office, Software as a Service (SaaS), Workday, PeopleSoft, SuccessFactors, ServiceNow• Solutions: Content management, learning and development / training management, talent development, program management, account management, software implementations, call center global standards, strategic planning, root-cause analysis, gap analysis, workflow analysis, process analysis,

1. Instituted redesign and overhaul of call center training curriculum using ADDIE method and rapid instructional design; enhanced curriculum with interactive learning activities, multimedia and visual simulations to increase learning retention and agent productivity. Improved customer service scores 20% and retained over 2+ years.2. Achieved successful PeopleSoft HRIS system implementation training for 100+ agents in 3 months.• Sectors: State Governments, Health & Human Services, Third-Party Call Center Operations, HRO, BPO• Systems: Microsoft Office, Software as a Service (SaaS), HRM, PeopleSoft• Solutions: Learning and development, training management, program management, account management, call center management, software implementations, troubleshooter, supported sales, global standards, ADDIE, strategic planning, root-cause analysis, workflow gap analysis.

1. Built relationships with risk pool member executive boards and administrators that increased income-producing training events by 75%.2. Doubled the training product offerings, resulting in 50% revenue growth over 3 years.• Sectors: State Government, Insurance Pool, Workers Comp• Systems: Microsoft Office• Solutions: Learning and development, training consultant, ADDIE, rapid instructional design. Sample subjects - Generational Diversity, Tri-Level Organizational Succession Planning, Management 101, Coaching, Performance Management, Supervisor Training.

1. Created and delivered hard and soft skills training curriculum for practical application in a legal support environment. 2. Consulted with solo and small firms on best practices for operational processes, staff training, human resource issues, and the business aspects of a law practice. 3. Created $500K revenue stream for State Bar of Texas Law Practice Management section by negotiating exclusive contract for support staff training delivered throughout Texas over 3 years.• Solutions: Legal Support Staff training, workflow analysis, gap analysis, administrative consultant, training and development, human resources consulting

Employment Practices Liability underwriter through Lloyds of London syndicate for surplus lines wholesale agents. Responsible for sales, price negotiation, policy wording, policy comparison analyses, marketing, business and relationship development of potential agents. Involved in claims decisions and legal analysis.Created marketing and underwriting process for niche insurance product, initiated and grew new relationships with national wholesale brokers achieving sales increase of 1600% in 3 years. • Sectors: Wholesale & Retail Insurance, Professional Insurance, Lloyds of London syndicates• Solutions: Underwriting professional insurance (employment practices liability, surplus lines), price negotiation, policy wording, claims decisions, legal analysis