Responsible for the identification, optimization, and refinement of processes, tooling, and projects for highly-visible, cross-functional product, engineering & business initiatives. Led strategic planning alongside company leadership. Successes included:- Conducted bi-yearly listening tours with leadership to identify pain points, gaps, and cross-functional process improvement opportunities. Outputs prioritized based on RICE scoring.- Established and maintained a bi-weekly all-company learning and knowledge sharing series aimed at reducing knowledge silos, increasing trust, and cross-team cohesion.- Spearhead yearly and quarterly strategic planning processes, beginning with leadership and the eventual roll-out of OKR usage and management in Lattice, creating accountability and transparency on the success of our initiatives against and in concert with yearly company goals.- Held monthly VP/Director leadership meetings aimed towards building a stronger management team.- Project lead for the NYC office move and the all-company offsite event. - Led the internal rebranding of the company name to Ideon.- Documented the end-to-end processes and workflows for our Enrollment teams; crafted a customer-facing playbook for our Enrollment product.- Trained and conducted Contextual Inquiry programs.- Crafted and led a bi-weekly Product Review/sprint demo which led to increased product roadmap transparency, better cross-team alignment, and enhanced collective understanding of business needs and feature work.- Facilitated cross-team retrospectives and solutioning of the major pain points, to include: > Carrier Direct data email campaign enhancement > Documentation of end-to-end processes > Carrier Direct tracker to aid transparency and prioritization > Created off-hour customer escalation and support schedule for QDS teams > 2-part Root Cause Analysis training program > Creation of quarterly Plan and Rate operational metrics in Tableau.

- Responsible for the continued productivity of the Product teams while leading migration efforts with our parent org, FINEOS. Limelight Health was acquired by FINEOS in August 2020.FINEOS is a leading provider of core systems for life, accident and health insurers globally with 7 of the 10 largest group life and health carriers in the US as well as 6 of the largest life insurers in Australia. With employees and offices throughout the world, FINEOS continues to scale rapidly, working with innovative progressive insurers in North America, Europe, and Asia Pacific.

Successfully led Limelight Health through Agile transformation to become a product-led, market-driven enterprise software company. AGILE/SCRUM TEAM LEADERSHIP- Hire and lead a fully remote team of high performing scrum masters, SDLC tool administration, and technical publications.- Lead scrum masters responsible for coaching product development scrum teams to deliver product.- Support and participate in continuous learning through our Agile Community of Practice.- Perform team health checks to monitor teams efficacy and assess the overall landscape of performance.- Troubleshoot impediments for product development success; facilitate resource procurement (people and tools).- Assign scrum master support organizationally; align with leadership to anticipate future needs & hire Scrum Masters and Agile Coaches.PROCESS TRANSFORMATION- Support efforts in identifying, prioritizing, and executing improvements in cross-department process and communication with the goal of more streamlined and efficient deliveries.- Collaborate with managers across departments to ensure process adoption and adherence. Support ongoing refinement. - Evaluate the tools to support our product development processes; collaborate with other department leads to enhance and evolve our SDLC toolset.MONITOR & ANALYZE- Assist in the resolution of resource and prioritization conflicts by providing appropriate metrics to guide decision making.- Ensure quarterly and yearly Objectives and Key Results are embedded in product development team priorities. - Collaborate and align with engineering management on tracking & reporting shared metrics. - Monitor project progress and control the dependencies that affect resources, budgets, and schedules

- Owned the project vision and stakeholder communication.- Proactively resolved team and productivity impediments.- Aligned our SDLC tool, JIRA, to our sprint process and tracked team velocity output against goals.- Facilitated Agile ceremonies: daily Scrum standup, refinement and planning, review, and retrospectives- Facilitated discussion, decision making, conflict resolution, and getting work to “done” without coercion, assigning, or dictating the work.- Worked with Product, Engineering, and Professional Services Teams to ensure continuous improvement, sustainable pace, best practices, and iterative delivery of customer- and business-centric value.- Minimized overhead and interruptions to the team. - Assessed and coached teams to higher levels of maturity at a pace that is sustainable, comfortable, and productive.- Improved value delivery, predictability, and productivity of product teams through coaching and process improvement.- Tracked team process and success using metrics that promote stability, continuous improvement, understanding, team morale, and delivery of quality software.- Defined and implemented tracking and reporting to make product delivery transparent to stakeholders.- Defined and implemented metrics to help software development teams measure success and identify problems.- Executive presence while on-site with clients.- Led contextual inquiry efforts with existing and pipeline clients.

- Senior Project Manager of a large-scale ERP project implementing Microsoft Dynamics 365 for Finance and Operations. Collaborated with and lead numerous internal BPO’s (Business Process Owners) and external vendors to scope and design the replacement of 30+ year old systems and processes, bringing the program to a test-ready state; acted as program spokesperson with executive team and company (2016-2018).- Led the scoping, implementation and go live efforts towards the successful go live of Microsoft Dynamics CRM for Sales and Marketing – replacing Salesforce (2016-2017).- Facilitated various contract assessment and negotiations aligned with MS Dynamics CRM and ERP projects, including: Avalara, SKG, OANDA, Blue HorseShoe, Data Masons, Tribridge and DocuSign (2016-17).- Spearheaded an essential four-month business needs assessment and solutions roadmap scoping exercise towards the aim of base-lining the CRM and ERP transformation program schedule (2016).- Successfully coached and transformed an existing team of seasoned professionals and multiple vendors to work within the guidelines of an Agile scrum framework. These efforts led to the successful completion of a stalled Office 365 upgrade project, bringing all offices, including international locations, to a hybrid state (2016).

PROJECT EXPERIENCE- Program manager for Payment Card Industry (PCI) Compliance effort, including 30+ projects with the aim of drastically reducing security breach risks by upgrading the network infrastructure, improving secure coding practices, and implementing company process changes (2014).- Colluded with multiple teams to define and prioritize requirements towards a SharePoint upgrade, including lead management in requirement gathering efforts, quality assurance, and training (2015). - Managed multifaceted software upgrade of warehouse management system, ILS to SCALE, and PI (2013-2014).- Co-managed large-scale merger efforts of acquired companies, which included full systems integration and rollout (ERP, whse management, web) (2012-14). - Worked with customer facing leaders and external vendors to create and implement web-based, post-order customer satisfaction survey (2013).- Collaborated with SME's to successfully refresh/copy-down a 3-environment system, including ERP, whse management, web, and BI, thereby synchronizing all environments, reducing risk to system performance, and enhancing quality assurance efforts (2012-13).- Co-managed 4-year, multi-million dollar ERP search and subsequent full-scale SAP implementation project. Facilitated a strategic project methodology combining waterfall and agile approaches collaborating with many internal and external SME's to bring the project to successful completion (2008-12). Lead for SAP system upgrade efforts after the projects closure through present.- Worked with application development teams to design and implement a new website (2008-10).PROJECT LEADERSHIP & DEVELOPMENT- Established project earned value dashboards, policies and guidelines. - Built and maintained vendor relationships. - Provided mentorship and training in the practice of project management.

- Project manager for multi-million dollar website redesign project, collaborating with industry and internal experts (2007-08).- Collaborated with various teams to manage all facets of various marketing and IT projects, including: web hosting, pay-per-click start up, and email campaign program creation and deployment (2007-08).

- Managed implementation of direct mail schedule with an 8.5 million piece circulation. Gathered job specifications to negotiate and secure print quotes. Established and coordinated production timelines and work flow across multiple teams to meet press deadlines. Monitored vendor adherence to quality expectations and tight deadlines. - Oversaw projection, invoice approval, expensing, and reconciliation of over $10 million marketing budget. - Coordinated, facilitated, and documented all project and marketing strategy efforts and meetings including but not limited to catalog, mailers, sales incentives, guerilla marketing, and online marketing. - Distributed and communicated all internal marketing collateral, updates and fulfillment efforts. - Researched competitive markets and outside sources in order to stay abreast of current trends to improve marketing efforts. - Channeled department requests for the creation of advertising material by in house production team. Collaborated with requestor to define objective, specifications, budget, approval process, and deadlines. Monitored process until desired results were achieved.

- Collaboratively planned, organized and coordinated multiple annual projects and fund-raising events and ensured media coverage through well-organized news releases and calculated partnerships; assisted in grant applications and post grant requirements; created publicity materials for newspapers, trade journals, television, radio, print advertising/promotional material using Adobe PageMaker and Adobe InDesign.- Prepared and conducted educational outreach programs for Lutheran Care’s initiatives, including: ActiveDay seniors program, out-patient rehabilitation and PhysiCare in-patient rehabilitation.

- Increased membership levels by 40% within six months by way of implementing strategic planning and public relations/marketing tactics.- Facilitated case management, including: screening, enrollment and assessment of ActiveDay members; created measurement of overall membership satisfaction through survey administration.