Independent Management Consultant and Research at CSR Consulting
March 2012 - May 2012
Implement Organizational Change Management across JDA Software, included process and tools development and training. Developed Project Management processes and training to establish the PMO.
Sr. Manager, Management Consulting, Expert in Portfolio Management, Application Rationalization at Guident Technologies, Inc.
2008 - November 2011
Developed Practice specializing in Portfolio Management, Project Management, Business Transformation and Process Improvement. Negotiated partnerships, developed white papers, targeted solutions, marketing and contracts. Led internal training program for PMP certification. Presented at Oracle Conference in 2011 and 2012.
US Air Force, Consultant (with Active Secret Clearance)
Led multi-year, multi-million dollar enterprise wide business transformation program for the Air Force for Portfolio Management, Project Management and Investment Management.
Other Projects: for Hydro Quebec, implemented Enterprise Portfolio Management and Process Performance solution. For USSOCOM (US Special Operations Command), turned around failing project which centralized budgeting data and designed business case development solution. For Honeywell, continued work for Project Management Program providing Process Improvement and Training for large user population.
Managing Consultant, Portfolio Management and Project Management Consulting Practice at Headstrong
January 2008 - April 2008
Working with a large cross-functional team, provided a large-scale, high value process and technology solution.
Catholic Healthcare West PMO, Portfolio Management Director and Applications Program Manager at Perot Systems, Principal Consultant: Contracted to CHW
2006 - 2008
Developed Perot Systems Portfolio Management and IT Governance consulting methodology.
Catholic Healthcare West, Portfolio Management Director, PMO
To solve the problem of high project failure rate, led large-scale modernization efforts across the technology and processes of the PMO. Led Change Management to ensure success for the program.
Managing Consultant, Established Portfolio Management Consulting Practice at Headstrong
January 2005 - July 2006
Established Headstrong Portfolio Management Practice for Public Sector. Developed consulting methodology & hired, trained and managed consultants. Led business development & strategic planning for the practice. Brought in $1,000,000 + contract in first week. Developed proposals and SOWs and negotiated and managed contracts.
Defense Logistics Agency (DLA), Lead Consultant to CIO (on IBM / Headstrong team)
Led multi-year, multi-million dollar process and technology solution across their projects and IT systems. This included leadership of Change Management for the transformation.
AARP, Engagement Manager
Turned around failing project. Improved their project management processes and systems.
General Services Administration, Public Building Service (PBS) OCIO, Consultant
Developed IT future state strategic plan providing considerable cost savings.
Consultant, Portfolio Management, Project Management, Process Improvement at CSReid Consulting, LLC
October 2003 - 2005
Independent Business Consultant: Engagement Manager, Business Development, Software and Process Solutions, Speaker, Writer, PMI Trainer.
CSAA (Northeast region AAA)
Set up Project Management as a service to the company: Improved Project Management and Budgeting.
Led implementation of solution for six-sigma business process improvement and application rationalization.
Washington Mutual (Banking)
Led quick turnaround project to set up best practice project portfolio management process and technology.
Managing Principal at Artemis International
2001 - 2003
Managing Principal, Director IT Consulting and Portfolio Management Consulting. Leader on new product development team. Team leader for world-wide Project Management and resource Management process transformation for Pfizer. For Exelon, led project to develop a Project Portfolio Management solution for recently merged business. Established Energy industry best practice. Operation Improvement $3 million ROI.
Managing Consultant at MSS Technologies
June 2012 - Present | Phoenix, Arizona
Developing practices in Organizational Change Management, Project Portfolio Management, Application Rationalization and Project Management Office (PMO). Building thought leadership through papers and blog posts in these areas. As Prosci® certified instructor, trained consultants in Prosci® Change Management course.
Texas Medical Center, Consultant
Delivered IT and Business Roadmap providing recommendations for replacement of many systems with an ERP system and improving processes and services to meet their business needs.
JDA Software, Consultant
Continued work with JDA, led Community of practice for Change Management. Led Change Management on a large-scale transformational project spanning many processes and functional areas. Led Change Management efforts for the Organizational Change Management Rollout across JDA.