
Sr. Manager, Methodology & Tools at Pegasystems
Greater Boston Area

Sr. Manager, Methodology & Tools at Pegasystems
Greater Boston Area
Enterprise collaboration executive with 12 years of consulting experience in Fortune 500 companies.
Collaboration, Collaboration Software, Business Strategy, Artificial Intelligence, Enterprise Social Software, Enterprise 2.0, Knowledge Management, Enterprise Content Management, Enterprise Collaboration, Business Process Management, BPM, PRPC, Business Rules,
(Public Company; 501-1000 employees; Computer Software industry)
February 2008 — Present (9 months)
Responsible for ensuring that the Professional Services organization uses a consistent delivery method and tool set globally.
(Privately Held; 11-50 employees; Management Consulting industry)
September 2001 — January 2008 (6 years 5 months)
Specializing in Enterprise Collaboration and Knowledge Management. Projects including solutions with Coca-Cola Enterprises, Miller Brewing, Canada Health Infoway, Stikeman Elliott, Cancer Care Ontario, and Washington Mutual.
(Privately Held; Internet industry)
April 2007 — January 2008 (10 months)
projectstars is an online community serving the interests of consultants, executives, and recruiters.
(Public Company; 10,001 or more employees; CCE; Consumer Goods industry)
November 2006 — December 2006 (2 months)
As a Content Management Subject Matter Expert, responsible for gathering requirements for a Federated Records Management, Email Archiving, and Rich Media Repository solution.
(Public Company; 10,001 or more employees; CCE; Consumer Goods industry)
August 2006 — October 2006 (3 months)
As a Collaboration Subject Matter Expert, responsible for conducting a situational assessment of CCE’s collaboration technology and practices for their 75,000 employees. Interviews, technology audits, and gap analysis were performed to create strategic recommendations.
(Public Company; 10,001 or more employees; SAB.L; Consumer Goods industry)
May 2006 — June 2006 (2 months)
Working within a large Agile methodology (SCRUM) project team, responsible for component, systems integration, performance testing, and user acceptance testing of a sales collaboration application.
(Public Company; 10,001 or more employees; SAB.L; Consumer Goods industry)
January 2006 — April 2006 (4 months)
Acting as liaison between the Marketing Research and Information Systems departments, managing the introduction of a collaboration portal, including search and taxonomy. Responsible for change management, information architecture, taxonomy, and content management process.
(Privately Held; 11-50 employees; Internet industry)
September 2005 — December 2005 (4 months)
Appointed interim Canadian Country Manager, tasked with building business partnerships and alliances, utilizing openBC's business collaboration platform. Responsible for promotion and user training.
(Furniture industry)
March 2005 — August 2005 (6 months)
Advised the development of an internet portal for interior design, renovation, and furniture vendors to improve their sales and marketing. The portal provides one stop shopping for consumers who are able to explore and discover the most appropriate vendor for their needs.
(Government Agency; 51-200 employees; Program Development industry)
August 2004 — February 2005 (7 months)
Evolved the Knowledge Management strategy and devised a methodology for capturing the experience of provincial e-health projects in the form of best practices and lessons learned. Deployed the methodology with the Canadian Ministry of Health's Drug Program. This has resulted in Infoway being able to leverage the experience of projects in order to improve future project risk, cost and quality.
(Privately Held; 1001-5000 employees; Legal Services industry)
December 2003 — July 2004 (8 months)
Formulated strategy for the development of a Knowledge Management Office including organizational design, change management and project management practices, and communications strategies. Analyzed taxonomy and applications, interviewed personnel, consulted with the firm’s partners, and devised a change management approach to facilitate collaboration.
(Government Agency; 51-200 employees; Hospital & Health Care industry)
February 2003 — November 2003 (10 months)
Captured the information requirements of stakeholders within the Cancer Care Ontario Coalition, resulting in the creation of a strategy for information sharing and a Knowledge Portal, which aligned with their organizational goals and objectives. Planned business and technical objectives and visualized the creation of a Knowledge Management Office for portfolio and change management.
(Public Company; 10,001 or more employees; WM; Financial Services industry)
October 2002 — January 2003 (4 months)
Washington Mutual’s corporate acquisitions led to a need for better collaboration within their IT group. My role was to deploy a collaborative platform to coordinate the project management activities of their eCommerce group (150+ staff), within an aggressive three month timeframe. I provided an end-to-end solution, including project management, installation, configuration, training, and change management. The collaborative solution automated the Rational Unified Process (RUP), including UML documentation. The result was better visibility and coordination of their programs and projects.
(Privately Held; 51-200 employees; E-Learning industry)
December 2001 — June 2002 (7 months)
Managed three simultaneous projects, with teams of twenty developers, analysts, and administrators. This resulted in the successful rebuilding of the organizations entire web infrastructure using content management, search, and application server components.
(Public Company; 1001-5000 employees; VIGN; Computer Software industry)
January 2000 — August 2001 (1 year 8 months)
Completed Web Content Management projects for Etang.com, Carrier Corporation, and Fidelity Investments. Details below:
(Public Company; 10,001 or more employees; UTX; Business Supplies and Equipment industry)
December 2000 — July 2001 (8 months)
Managed two simultaneous Vignette Content Management projects with teams of fifteen developers, analysts, and administrators. Responsible for requirements gathering, workflow analysis, and information architecture. The result was the successful deployment of two sites, Carrier.com and Carrier-Comerical.com.
(Privately Held; 5001-10,000 employees; Investment Banking industry)
August 2000 — November 2000 (4 months)
Fidelity needed to update their 401k.com site that supports over 70+ unique company specific 401K plans for major corporations like Microsoft, Kodak, and Ford among many others. Managed a small team to develop a web content management system under a tight deadline. The system became Fidelity’s technical standard across the entire organization.
(Privately Held; 5001-10,000 employees; TFI.PA; Broadcast Media industry)
July 2000 — July 2000 (1 month)
Presented bilingual (French/English) workshop to ten executives of France’s largest television broadcaster. Subjects included web content management and personalization.
(Privately Held; 51-200 employees; Online Media industry)
January 2000 — June 2000 (6 months)
Etang is one of Mainland China's largest Internet portals for which I managed the design, construction, and deployment of their web content management system. This Vignette project allowed Etang to reduce the amount of time required to deploy content and build brand awareness across three of its largest markets (Shanghai, Beijing, Guangzhou).
(Privately Held; 11-50 employees; DOX; Management Consulting industry)
June 1997 — December 1999 (2 years 7 months)
Knowlege Discovery, Data Mining, and Customer Relationship Management (CRM) consulting for Credit Suisse, AXA/Equitable, Chase Manhattan Bank, and PricewaterhouseCoopers. Details below:
(Public Company; 10,001 or more employees; AXA; Insurance industry)
December 1998 — May 1999 (6 months)
AXA/Equitable needed to design a customer-centric data warehouse for CRM applications. My responsibilities included data architecture, consisting of data modeling for the new warehouse and data mapping 20+ databases to the new model.
(Privately Held; 5001-10,000 employees; Management Consulting industry)
September 1998 — November 1998 (3 months)
Contributed to the design of a customer knowledge management system to integrate data mining and business logic in a multi-channel environment. System focused on the delivery of customer intelligence and value propositions to the appropriate sales channel.
(Public Company; 10,001 or more employees; Financial Services industry)
June 1998 — August 1998 (3 months)
Chase Manhattan needed to reduce their customer attrition. My role was to perform data mining for customer loyalty studies and to work with call center personnel to integrate knowledge management with their call centers.
(Public Company; 10,001 or more employees; CS; Financial Services industry)
May 1997 — May 1998 (1 year 1 month)
Credit Suisse wanted to improve its customer loyalty in order to stay competitive. Challenges included integrating technology between several vendors and consulting firms. My role was to perform data mining studies for several banking products, the results of which were used successfully in marketing campaigns.
(Public Company; 10,001 or more employees; VZ; Telecommunications industry)
May 1996 — May 1997 (1 year 1 month)
My role was to analyze cellular telephone customer data using data mining techniques in order to prevent customer attrition and to build an Intranet in order to deploy the application. Project was estimated to help GTE potentially save $10M annually in lost revenue.
RNIA, Execunet, AIIM, PMI, LinkedInterims, opennetworkers, TopLinked.com, LinkedIn, Ecademy, JobMachine, Plaxo Pulse, Amazon.com, eHub, MLFP, MLPF, LION, Digg.com