Senior leader and visionary helping companies unlock their Salesforce potential. We help guide you on your Salesforce journey and unlock the true value within Salesforce.

Executive leader focused on top 50 insurance companies in North America leading strategies that result in higher returns form their investment in Salesforce and its ecosystem. Foster relationships with insurance C-level executives to unlock the greater potential of the Salesforce platform. Guide companies through the transformation journey from current reality to best practices. Coach and advise change management associated with Salesforce transformation.

Senior leader focused on helping insurance companies realize greater value from their investment in Salesforce and its ecosystem. Foster relationships with insurance executives to unlock the greater potential of the Salesforce platform. Guide companies through the transformation journey. Grew Salesforce pipeline from $7M to $80M in first year. Helped achieve year-over-year growth of 30% in the Salesforce insurance practice. Responsible for helping to land two major new insurance logos.

Pioneered a holistic approach to digital cloud transformation and process re-engineering.Align clients' technology strategies to company's corporate vision and philosophy. Created cloud strategies for large national insurance companies.Created financial models to protect the sizable investment a cloud transformation represents.Grew revenue to $.5 million in the first year.

• Rebuilt IT from the ground up, upgading people, processes and technology. Led global transformation of IT department, transforming staff, skills and technology. • Re-platformed TWG's entire global technology foundation, replacing 30+ legacy systems with a single Salesforce.com org, handling all aspects of sales, policy issuance, claims, billing, payments, legal, HR, and others. The new platform encompasses entire breadth and depth of technology solutions, from customer-facing mobile portals, to contact center systems, to back-end transaction and financial processing systems. The system was deployed in multiple languages and currencies, including operations in the US, UK, Argentina, Mexico, Brazil, Singapore, China, Australia and Japan.• Implemented numerous Salesforce products: Service Cloud, Sales Cloud, Community Cloud, Marketing Cloud, Analytics Cloud, Heroku, Lightning, Shield, Steelbrick, Field Service Lightning, Identity, Radian 6. Also was a pioneering user of Oracle CPQ Cloud for global rating, pricing and product set-up.• Replaced legacy Peoplesoft HR systems with Cornerstone and Workday.• Transformed the business, making the people in it far more tech-savvy, enabling them to use more technology and driving technology closer to the business and our customers. Moved IT out of most business processes. Reduced the size of global IT by 50%. Converted legacy data representing 35% of global PTOI.• Managed global IT team of 140 people and budget of $40 million.

• Directed all aspects of technology and telecommunications for a global healthcare TPA, assistance and insurance company with US revenue of $90M, including managing a budget of $8M and staff of 30. Support operations of 700 people in Chicago, Miami, San Francisco, Montreal, Sydney, Warsaw, Panama, Mexico and Brazil.• Integrated two legacy healthcare claims processing systems onto a single platform and brought them into HIPAA 5010 compliance; migrated all legacy claims data.• Defined global strategic technology vision and direction for the company. • Partnered with the business to provide competitive technological advantages and drive innovation.• Oversaw strategic and tactical technology aspects for 24x7 call center supporting health and travel assistance, medical claims, and concierge services, including telephony, data center operations, disaster recovery, system engineering, project management office, help desk and application development.• Conceived and directed strategic implementation of global Salesforce.com CRM solution supporting $60M annual revenue in US, Brazil, Mexico, Argentina and Italy.• Led technical and technology-related financial analysis of $25M international merger target in the UK.• Implemented high visibility international call center in Warsaw ahead of schedule and under budget.

Adjunct Professor of Information Systems and Operations Management (part time).

• Managed team of 6 business analysts. Maintained standards for how BA processes should be conducted, managing the work intake process, scheduling BA resources as needed for critical and time-sensitive projects, and performing periodic performance evaluations.• Supported the functions of the PMO, including reviewing and approving SDLC project documents, mentoring of Project Managers across IT, researching and recommending software tools to enhance PMO functionality and efficiency and assembling documentation and information for periodic reporting of IT project portfolio status. • Implemented significant improvement to project management practices, including new methodologies, improved measurement of metrics and better communications using PMI standards, collaboration toolset for improved project visibility to the business units and communications throughout the organization.

Managed 24-person, multi-version compliance software upgrade at a major financial institution on-time and 8% under budget.

Conducted methodology assessments of client IT organizations.Designed and implemented project management methodologies. Led C-level client teams in vendor and package selection for IT governance software suites.Led implementation of multi-module IT Governance suites.Redesigned PMO processes.

Engineering & Architecture Firm – Interim CIO - Managed operations for staff of 6, supporting 3 domestic offices, 3 international offices and 250 users with $2M budget. Increased architecture project profitability by 60%. Conducted offshore analysis for application redeployment to China. Managed multiple simultaneous projects.Major Medical Malpractice Insurance Company - Installed Policies & Procedures site for Sarbanes-Oxley compliance. Completed IT Policy intranet implementation. Semiconductor Company - Constructed SOX-compliant policy set addressing changes in IT organization, purpose, and service approach in response to Sarbanes-Oxley requirements.Networking Company - Completed policy site addressing all areas of IT mandate for SOX compliance, with delivery only 3 weeks after start of facilitated sessions. $15B Utility Provider - Managed a 15-site, 2-product rollout of operations tracking, systems monitoring and reporting software within a $1.5M budget.

Managed 24-person, 5-team, 7-module ERP (PeopleSoft) implementation at a $1B telecommunications company. Implemented significant process and project improvements to enhance project performance, organization and communications.Managed multiple testing teams for PeopleSoft Purchasing and 4 affiliate applications, including an e-commerce ordering system, as well as implementation-wide reporting team, validating system implementation results and developing over 150 required reports ahead of schedule for a $70B insurance company.Pioneered the "Facilitated Environment" concept, an innovative environment which reduced management and executive report development time by 35%. The environment substantially enhances knowledge transfer, communications, and issue resolution. By use of this concept, a $10B insurance company realized a time savings of 8 weeks over a total of 20, resulting in an actual rebate from state insurance departments totaling $2.3 million.

Led integrated 5-member client and consultant team at a large insurance company to re-engineer comprehensive insurance business processes. Improvements projected to increase the client's sales revenue by $650 million over five years based on increased efficiency.Managed 7-member client team through technical aspects of life insurance package selection, requirements definition, conference room pilot, and script testing.Led 5-person team to test custom-built call center and CRM application. Managed testing effort, evaluated automated testing tools, developed and managed workplan and testing techniques.Guided the process of selecting an enterprise-wide PC architecture at a large health care alliance consistent with the client's future technology vision and strategy. Developed white paper on the issue of vendor selection for an enterprise-wide PC solution resulting in a savings of $2.5 million in PC acquisition costs.