Provided data management consultation for Accelerated Innovations client, Ever-Green Energy LLC, an organization that manages and operates community energy systems. Work included:• Documenting an action plan for implementing data governance within organization.• Assessing business data infrastructure, providing an extensive overview of current data conditions.• Planned and designed enterprise historian data warehouse for organizations plant and meter time series data. • Consultative work on strategic project planning, metadata, object models, data flows, charters and standards

Transformed UnitedHealth Group’s data into a strategic corporate asset by providing a consistent approach for structuring, describing and governing data. Includes:• Enhanced enterprise data assets by leading a partnership with three other business groups to spearhead a data classification and retention effort to collect high-level metadata on all production applications and databases, sufficient to support audit remediation, as well as strategic planning and assessment of opportunities for re-use of existing databases rather than duplicating data.• Established an Enterprise Data Governance strategy, comprised of a program plan, charter, road map and data stewardship framework.• Led data governance implementation efforts involving SDLC, data control program and metadata repository governance. • Served as a key resource on OptumHealth’s Total Data Quality Management program. • Designed several conceptual end state diagrams and drafted a proposal that provided an approach to creating a Service Oriented Architecture (SOA) environment within OptumHealth. • Served as a consultative architect on enterprise HIPAA 5010 and SSN projects • Designed and built a Data Quality Metadata Management solution for the structured data needs of OptumHealth.

Develop and manage the Data Stewardship Program within a data intense operational environment. Responsibilities include:  Development of Data Stewards staff and expertise, staff varied from 2- 10. Built a strong, high performing team involved in application development projects, serving as the data liaison between business SME’s and IT staff .  Oversee ownership of Metadata Repository that identifies and maintains conceptual, logical and physical information on over 1000 attributes. SOX sensitive attributes identified.  Maintain Object Domain Model that provides a common business framework showing the relationships of the data elements and their entities.  Define and maintain processes within program and creating an atmosphere of continuous improvement. Appointed to Strategic Data Initiative Team. The Mission Statement was “Managing data as a strategic asset across the Enterprise” with the specific task to create an Enterprise Data Governance infrastructure.

Responsible for overall direction and management of Database Marketing department. Includes product management for business data analytics and business analysis reporting for internal strategic decision-making and for client strategic planning.

• Led development of a Customer Relationship Management (CRM) solution for consumer retail/e-tail industry. Responsible for the planning, management, execution, inter-company rollout, sales support and lifecycle management of industry specific product. • Teamed with solution engineers to build product deliverables, which included 1.) A pre-built data mart, which incorporated consumer dimensions and measurements into a pre-built data schema, 2.) Over 75 pre-built sales and marketing reports specific to consumer industry, and 3.) Behavioral scoring models for customer retention, cross selling and acquisition.

• Created and managed MBI department, which served as a central marketing information group to corporation and numerous sales forces. Staff functions include lead management, survey and call center management, competitive intelligence support, market research, database management, acquisition support and analysis. • Key member within corporate strategic planning process; Vision 2005. Process addressed eight strategic initiatives with the objective of growing company from $500 million to $1.5 billion. Provided action plans and insight on information management, system and marketing issues. • Team leader in deployment of Customer Relationship Management solution; SalesLogix. This included resolving data integrity issues and coordinating information sharing for over 80 nationwide sales locations and 300+ sales representatives.

• Team leader for implementation project of a decision support system, which supports the marketing strategies of a one billion-dollar legal information business-to-business organization. • Implemented $1 million in cost savings procedures addressing U.S. Postal Service and hygiene issues for a database with over 2,300,000 active customers. • Selected to participate on team responsible for creating and implementing customer retention and loyalty programs. Objective was to grow market share within a competitive marketplace. Results implemented.• Appointed to corporate assigned task force team, responsible to integrate customer database systems and database marketing best practices of two merging companies. Recommendations implemented.• Implemented and managed list rental operation. Directed business relationships with list manager and service bureau. First year revenue made projection of $500,000.

• Key member of senior management team, which grew sales from $7,000,000 to $45,000,000 in a three-year period. Responsible for management of all aspects of a consumer catalog division. • Created strategic marketing plans for division resulting in improving sales growth from $1,000,000 to $5,000,000 and customer name growth of 50,000 to 400,000.• Resolved a critical company-wide operational problem in a rapid growth environment by assessing needs and leading the installation of a management/customer information system.• Hired, trained and managed division staff, which consisted of direct marketing manager, product buyer, sales supervisor, retail store manager, in-bound phone sales representative and 3-40 part-time sales representatives. • Managed house files and selected rental lists. Implemented a zip code model on rental lists, which resulted in a 25% gain in response and a 12% gain in sales per mailing.

Consulted for various organizations providing expertise in database and direct marketing.

• Utilized creativity and solid marketing sense to develop a new customer acquisition system, which analyzed over 4,500,000 customers annually allowing identification and integration of new consumer segments. System used credit models for screening. Lifetime name values were projected and utilized.• Designed, developed and completed a marketing system analysis system resulting in a savings of over $5,000,000.• Recognized for efforts in successfully leading a task force to execute a new media promotional strategy. Involved modeling of internal and external customer behavioral data.• Consistently achieved and exceeded goals for implementing projects within cost and schedule constraints for a one billion-dollar division of a Fortune 500 company. Projects involved testing re-activation and loyalty programs, segmentation studies involving 6-12 month marketing strategies, RFM, clustering and regression modeling.