Stephan K. Email & Phone Number

Over a 15+ year period, I have worked (off & on) as a Sr Business Architect, Product Manager, and Technology Strategist\Consultant. My 20+ engagements have spanned a variety of verticals, including: Finance, Healthcare, Insurance, Real Estate, Energy, Technology (Software Dev. & IT Services), Telco, & Transportation. Projects have included the acquisition, implementation, and transformation of COTS and custom in-house solutions for the following enterprise systems areas:► AI\ML, IVA\NLP (Voice\Chatbots), IVR, and RPA Customer\Workforce engagement technologies► Imaging\Capture Systems (OCR\ICR\OMR & Data Capture Engines\Solutions)► SaaS\PaaS\IaaS and Cloud enablement, transformation and integration (e.g. Salesforce, AWS)► Mobile-Digital Platform Development/Integration► Document\Records Management (DMS, EDM-S, EDRM, & RMS)► Health Information Management (EHR, EMR, & BPM)► Content & Process Management (CMS, ECM, & BPM)► Customer Management (CRM, IMS, etc.)► Workforce\Field Service Management (WFM, FSM) In addition to project\program leadership and delivery; most of my engagements also include Business Architecture and Advisory Services within 3 categories (Assessment, Alignment, and Governance).Advisory deliverables include Customer Journey Maps, Capability\Value Stream Maps, Persona Maps, Enterprise Objective Alignment Maps (Current\Future), Product Roadmaps (Technology Alignment, Capacity Planning, Transformation, and Governance), Strategic Assessments (GAP, SWOT, CBA, and customized Decision Analysis Tools (DATs). Sample deliverable artifacts provided upon request.

Santa Ana, California, Us

During my 1st six months I was responsible for, and provided the following:Evaluated and provided recommendations to target improvements in Product Teams operational readiness, effectiveness, and efficiency. Findings and recommendations included:► Current processes (Intake, Prioritization, Escalation, Release Planning).► Operational Planning tools\models (Agile-DevOps, Roadmaps, Decision Matrices).► Documentation & Archival of platforms, processes, & technologies (Business Workflows, Rules\Logic).Collaborated with business and technology stakeholders to assess, analyze, and recommend technology and process improvements needed to enhance the coordination and alignment of the various product\platform administrative, support, and project teams.Created standardized prioritization process to ensure release schedules were rational, relevant, and targeted to; maximizing business impact, and minimize operational cost & risk.Developed Strategic Roadmap Planning Tool that allowed product teams to: ► Plan and forecast initiatives based on current and future capacities. ► Target, track, and align business metrics to in-flight and proposed initiatives. ► Link product initiatives to adjacent product teams, strategic themes, and corporate objectives.Provided guidance, mentorship, and learning opportunities for Product Owners, Business Analysts, and Project Managers, as well as daily and strategic direction for the entire team.By the end of my 1st year, my team and I implemented over 30 product enhancements, and 12 brand new product features. During that time we increased our “Internal” NPS & CSAT metrics by 18% and 24% respectively.

Costa Mesa, California, Us

During my 3 years at ACSC I worked on a wide variety of programs and strategic initiatives across the organization. Noteworthy engagements included:► Multiple PMO projects and Enterprise-Wide implementations; Enterprise-Wide DMS acquisition and implementation, Executive G&O Planning, Portfolio Review\Alignment.► Curation, coordination, and delivery of “Synthesized” Strategic Product Technology Roadmaps.► Assistance and guidance of Product Team Roadmap Refinements to ensure: ► Maximizing Business Outcomes and ensuring well defined OKRs (e.g. CX\CSAT\NPS, Growth\Retention, Tech. Debt Reduction, etc.) ► Enterprise Architectural Alignment\Fit, including: ► Identification, measurement, and coordination of tactical technology enhancements, target strategic objectives, dependencies, risks, and performance metric impacts. ► Established forecasting & risk assessment models, along with contingency checkpoints that aligned to Enterprise-Wide Technology Roadmap milestones and KPIs.► Standardization of governance process for vendor\platform technology evaluations, including acquisition decision models with architectural alignment scoring (CBA, Capability\Risk Heatmaps, etc.).

San Francisco, California, Us

While at Salesforce (formerly ClickSoftware) I worked on numerous key customer accounts (e.g. Hewlett Packard, PG&E, SCE), and assisted, and/or led several cross-functional teams to provide the following:► Provided hands on design and development to the Professional Services and Sales teams during the qualifying, selling, planning, and delivering of ClickSoftware's OOTB FSM/Scheduling solution to their fortune 100 customers.► Provided strategic guidance for key customer accounts to ensure that the customized solutions were well-aligned and "Value Driven"​.► Provided customer “Success/Value Alignment” services throughout the customer engagement lifecycle in order to define/refine, measure, and deliver “Customer Success"​.Services included: ‍‍ ► Discovered, defined, and documented current Business Processes and future requirements. ‍‍‍ ► Preformed critical data analysis to establish/refine Baseline Metrics. ‍‍ ► Developed and maintained Requirement Traceability Matrix ‍‍ ► Established standardized KPI metric reports ‍‍ ► Provided ongoing Stakeholder Alignment and Analysis (e.g. GAPs, KPI tuning, & Project Perf. Metrics). ‍‍ ► Developed Change Management documentation and Training plans.► Provided strategic input, consensus building, and collaborative leadership to several cross-functional continuous improvement (CI) teams to ensure the delivery of "Well Aligned"​ and "Value Driven"​ CI projects.

San Diego, Ca, Us

While at Mitek I was responsible for, and provided the following:► Conducted initial assessment (GAP & SWOT Analysis) of Mitek’s current product portfolio, the competitive landscape, and the relevant existing/emerging technologies within the space.► Delivered assessment findings and Business Case to Sr. Management which resulted in several strategic initiatives, including the following that I directed and/or co-directed: ► Acquisition of core product enhancements via strategically aligned partner integrations. ► Established an “Outsourced Product Development” (OPD) pilot program that led to: ► Retention of several key customers accounts that previously were in jeopardy due to poor product delivery and performance. ► Reorganization of engineering group to incorporate a permanent OPD practice. ► Redesigned the Product Requirement Document (PRD) including the addition of: ► Well defined UI and Use Case (UC) workflow models that vetted and approved by each of the appropriate teams (e.g. Product Mgmt., Sales, Client/Prof. Services, and Engineering). ► Well defined product usability thresholds (e.g. OCR Accuracy ranges, Image Quality and Field Confidence scores) that coincide with pre-defined use case scenarios. ► Tools and detailed “Best Practice” documentation for Product implementation, upgrades, testing, and maintenance. Including: sample apps, test images and guidelines for System/UAT testing and Production build verification.► Expansion of Product Innovation efforts within the PM group, including: ► Creation of “Tiger” teams (i.e. inter-departmental innovation teams) to develop POC’s based on ongoing assessment of the current product portfolio, the competitive landscape, and existing/emerging technologies. ► Creation and coordination of “Skunk Works” projects teams (i.e. 1-2 people from Eng. & PM) to design, build, and test prototypes of based on viable POCs.

Charlotte, Nc, Us

My Role at BofA (formerly Countrywide) was Sr. Technical Manager/Architect. My team and I designed, implemented, and operationalized the organization’s Loan Document Imaging/OCR platform. While at Countrywide I was responsible for:► Managing a team of developers responsible for: ► Analyzing, designing, constructing, and implementing all OCR and Document Imaging related software development projects. ► Implementing a loan document Imaging operational reporting solutions.► Working with senior business leaders to define and understand strategic goals, tactical objectives, and desire business outcomes and targets.► Working with various business units to define and understand current operational procedures and project goals, including; conceptualization, design, development, and implementation of solutions to maximize operational efficiency and productivity.► Developing project/program a framework and enterprise operational procedures, standards, and best practices, for the entire Loan document lifecycle.► Developing data integration and interoperability across multiple platforms to deliver loan document data to high transaction, real-time front end applications.► Developing and presenting strategic roadmaps and technical solutions to all levels of management, in both technical and non-technical terms when applicable.

Irvine, California, Us

While at Kofax I was responsible for, and preformed the following:► Collaborated with sales team to develop and present customized software demonstrations to potential enterprise clients.► Advised sales managers with respect to scope of technical effort, solution architecture, and utilization of hardware and software products to meet the business needs of potential clients.► Designed, configured, and implemented custom data capture software solutions.► Thoroughly tested all implemented applications prior to production rollouts to ensure system stability and functionality.► Worked with client project managers and end users to define and understand current operational procedures and project goals, including conceptualization, design, development, and implementation solutions to maximize operational efficiency.► Designed user testing procedures to facilitate user comprehension of the application while proving attainment of application objectives.

While at VIBA I managed 12 direct reports, and was responsible for providing the following:► Managed 3 Networks (NT, Novell, HP3000)► Managed directory structure including user permissions and security. ► Troubleshot LAN/WAN problems including Internet access. ► Maintained all other Network hardware including routers, switches, etc.► Provided PC Client Support, including: ► Installed, upgraded and configured all new hardware and software. ► Troubleshot all OS, Hardware, peripheral, and software issues. ► Helped create efficient business solutions utilizing new software.► In House Programming ► Maintained an internally developed Insurance application. Including functionality for: ► Billing, collection, and commissions. ► Eligibility ► Premium remittance ► Created interoffice VB/ASP applications.► Database Management ► Provided data recovery, maintenance, and backup processes. ► Generated ad-hoc Sales, Commission, and CRM reports.

Washington, Dc, Us

I was selected to participate in the Navy's Sea College Program. After boot camp, I was lucky enough to immediately deploy to the USS Dwight D. Eisenhower as she began her sea trails in preparation for a Mediterranean cruise.The Navy taught me how to be self-reliant, as well as how to best serve my team and my command. My time in the Navy also gave me the opportunity to visit and experience areas of the world (and the people\culture) at a very young age.To this day I am fond of my Navy days, and very proud that I was able to serve my country!

Master Of Business Administration (Mba), Computer Technology/Computer Systems Technology

Bachelor Of Science - Bs, Information Technology

Associate'S Degree, Liberal Arts And Sciences/Liberal Studies