Professional Services for Risk and Compliance Management including Third-Party Risk ManagementOur comprehensive services cover the full lifecycle management of Coupa Risk Assess projects for clients, ensuring effective risk and compliance strategies tailored to your organization’s needs. Our offerings include:• Project Management: Overseeing the entire project lifecycle to ensure timely delivery and alignment with client goals.• Requirements Analysis: Conducting thorough assessments to gather and document business and compliance requirements.• Solution Architecture and Design: Developing a robust architecture and design tailored to integrate seamlessly with existing systems and processes.• Configuration and Testing: Configuring the Coupa platform to meet specific requirements and conducting extensive testing to ensure functionality and reliability.• Integration: Ensuring smooth integration of Coupa Risk Assess with other business systems, enhancing data flow and operational efficiency.This structured approach allows our clients effectively manage third-party risks while maintaining compliance with regulatory standards. Let me know if you need any additional details.

Third Party Risk Management, Cyber Security, SaaS, Customer Success, Professional Services, Managed Services, Support and Education

Regulatory Change Management, SaaS, Customer Success, Professional Services, Support and Education

Responsible for leading a global team in the implementation, upgrades and maintenance of the Credit Suisse Third Party Risk Management application.  Collaborating with all Credit Suisse internal and external global business partners  to ensure a multi-dimensional risk platform to determine, monitor and mitigate risks and adhere to our global regulatory requirements.

Coupa acquired the Hiperos business from Opus in December 2018Leadership Position within Coupa to support and mentor the customer success and professional services teams. • Customer Success – Continued to lead team through the renewals and upsell process to increase our annual contract values. We focus on adoption and the measurement of adoption to ensure our customers are realizing the value of our software.• Professional Services – Achieved team utilization and financial targets through balancing the supply and demand of the team. Support and monitor my team and their projects to ensure on time and within budget customer implementations while simultaneously managing any customer escalations.• Services Business Development – Maintained the backlog for the services team by supporting the account management team for new customers and the existing customer base by scoping requirements and writing new statements of work (SOW).• Acquisition transition - Post the acquisition of the Risk Management business known as Hiperos, my responsibilities were to successfully integrate the customer success and professional services teams into the new organization and culture.

• Responsible for maintaining successful relationships and renewals of all global customers with a global team• Develop/deliver ongoing customer business reviews, customer satisfaction surveys and benchmarking using business intelligence analytics• Deliver cross-functional leadership across our firm to ensure successful ongoing delivery of our SaaS product lines to customers• Driving customer success, satisfaction and retention

Opus acquired Hiperos in August 2014• Responsibilities included the mentoring of the services and sales teams• P&L responsibilities included services revenue, business development, utilization, account management, hiring, compensation and expense control

• Management of many projects across various industries and geographies• Responsibilities included client success, creation of project plans, platform configurations, managing teams (consulting and client resources) to keep the project on time and within budget, project liaison setting client expectations and resolving issues

Project responsibilities included creation of project plan, managing teams (consulting and Client resources) to keep the project on time and within budget, project liaison setting client expectations and resolving issues

Principal for family run business where I was responsible for managing the operations, finance, sales, purchasing and staff.

Managed services teams and projects, supported sales and pre-sales activities during the high growth early stages of the organization. Developed and led rollout strategy for new product offerings and participation in services methodology development.

Managed the planning of the information technology division’s strategy to meet the business needs for the corporation including the global team for the rollout of ERP platform.

Managed services teams and projects, supported sales and pre-sales activities, lead architect and manager for large multi-nation organization. I was consultant of the year and consistently exceeded revenue targets when Oracle was experiencing 50% growth year over year.