Steve Harper Email & Phone Number

Charlotte, Nc, Us

Charlotte, North Carolina, United States

Oversaw the end-to-end implementation of cloud-based software-as-a-service (SaaS) platform that provides business management and scheduling tools for the Retail wellness industry. In addition to leading the program through its entire project life cycle, was also responsible for documenting and optimizing operational and marketing business processes, developing detailed business requirements, assisting with the mapping and migration of membership data from the legacy system, and the creation of training material and videos.Implemented standards for project management policies and program and executive reporting for the end Retail client as well as the SaaS vendor.

Charlotte, North Carolina, United States

Applied Insights Consulting is dedicated to bridging the gap between visionary strategy and tangible success. Our mission is to empower clients by seamlessly integrating consulting-level expertise with hands-on, real-world execution. We commit to guiding organizations through the intricacies of implementation, unlocking their full potential, and ensuring the seamless realization of their strategic objectives. At Applied Insights Consulting, we believe in transforming aspirations into achievements, offering a unique blend of strategic insight and practical execution to propel our clients towards sustained success.

Charlotte, North Carolina, United States

Data & Analytics Industry Lead for Financial Services and Insurance & Public Sector Industry Responsible for the conceptualization, design, and execution of innovative solutions, driving comprehensive digital and data transformation initiatives across a $25m+ book of business in the Financial Services and Public Sector industries.Led a cross-functional team to ensure the seamless end-to-end delivery of projects, maintaining a sharp focus on quality, efficiency, and client satisfaction throughout the entire lifecycle.Leveraging industry best practices and collaborating closely with key, developed and executed Go-To-Market (GTM) strategy for the practice, fostering market penetration and strategic positioning.

Charlotte, North Carolina, United States

Data Practice: Applied Insights ManagerResponsible for overseeing 40+ consultants within the Data advisory group consisting of Program & Project Managers and Business Analysts that specialized in the oversight and implementation of data and automation programs across several industries with $10M in annual revenue delivered.Drove transformation as a Project Recovery Subject Matter Expert (SME), leading critical initiatives to diagnose, strategize, and implement corrective measures, successfully salvaging failing projects. Instrumental in the turnaround of a high-stakes, multi-year, $12M Salesforce/Oracle platform migration for a prominent manufacturing client, guiding the program from "Red" to "Green" status.Worked with a large Wealth Management client to implement SAFe methodology for a multi-year digital transformation program. Primary responsibilities included adopting and adhering to methodology, assisting RTE in program oversight, and routine and ad hoc executive-level reporting for both C-Suite and BOD.Partnered with our European & LATAM OpCo to develop Open Banking (BaaS / BaaP) solution (later rebranded to Banking Modernization) for US market. Worked with Gartner to evaluate industry landscape, developed partnerships with established vendors, and developed business case to secure funding from parent company.

Charlotte, North Carolina Area

Client ExecutiveResponsible for transforming CIBC account from legacy staffing model into a $7M solution focused client partner including establishing local operational infrastructure to support sales and fulfillment of digital transformation projects including Data Analytics, API, and Automated Testing CoE teams.Santander US and BBVA Compass Client Executive responsible for integrating NTT DATA’s onshore advisory and delivery services with its European and Latin America-based OpCo as well as helping drive $15M annual business in Retail, Commercial, and Enterprise technology LOBs. Directed a senior consulting team, overseeing the evaluation of client requirements and design activities, rigorous testing, and execution. Delivered strategic recommendations to the CIO for enhancing and optimizing business processes and project delivery

Charlotte, North Carolina Area

Client LeadLed TIAA account that encompassed advisory and delivery from an original team of four consultants in IT Digital Technologies to over 90 consultants and $15M annual revenue spanning LOBs in both IT and Business across IT digital and data initiatives as well as business stakeholders in Wealth Management, Banking, and Annuities.

Charlotte, North Carolina, United States

Engagement ManagerManaged team of consultants in IT Digital Technologies which successfully delivered several projects across IT digital and data initatives.

Charlotte, North Carolina, United States

Management ConsultingManaged programs at Bank of America to implement programs for Direct Marketing and Credit Risk organizations. Also conducted assessment on current state Portfolio Management processes in their Enterprise Technology group and prepared recommendation and roadmap for target state for routines and tool selection.Assisted CTO for Anthem BCBS (Virginia) to develop communication of IT Strategy for BoD and tracked quarterly progress towards objectives.

Charlotte, North Carolina, United States

Management Consultant | Senior Project ManagerOversaw the end-to-end design and implementation of the TouchPoint Sales & Service, Teller, and ESL platform for Comerica National Bank, encompassing comprehensive customization and seamless integration. Led the program through its entire project life cycle, orchestrating business process enhancements and the successful implementation of the new platform to effectively support the evolving needs of the organization.

Charlotte, North Carolina, United States

Management Consultant | Senior Project ControllerProvided advisory support to assist clients in the implementation of PMO best practices including PMI process & methodologies and executive management reporting for Pacific Capital Bank and e-Bank.Implemented standards for project management policies as well as reporting requirements for professional services organization. Conducted routine audits of client projects to assess compliance with corporate standards. Projects ranged in value from $100K to $4M and included both T&M and Fixed Price initiatives.

Vienna, Virginia, United States

• Professional Services: Manage Internal PMO• Federal Government: Manage Client PMO• Federal Government: Project Manager

Vienna, Virginia, United States

• Federal Government: Senior Financial Controller

Vienna, Virginia, United States

• Federal Government: Contracts & Financial Controller

Crystal City, Virginia, United States

• Federal Government: Data Analyst

Mba

Bba, International Finance & Marketing

Activities and Societies: Lambda Chi Alpha