Experience

Classy.org

• Taiwan
• Education
• 1 - 100 Employee

• Business Systems Manager

  • Oct 2021 - Present

  San Diego, California, United States Enhancing Business System integrations across departments and within our Product line.

• Data & Analytics Manager

  • Jan 2021 - Oct 2021

  San Diego, California, United States Implementing strategies to measure and improve product analytics to provide a quality experience leveraging analytics. Partnered closely with product managers, engineers, BI managers and customer success teams to improve customer experience and more efficiently serve our customers.



Self-employed

• Real Estate
• 1 - 100 Employee

• Independent Consultant

  • Jun 2020 - Jan 2021

  San Diego, California, United States Consulting with EY-Parthenon teams on Non-Profit Software Development (Project based) Consulting with GLG on Software Development Practices (Project based) Coaching and assisting local teachers with remote teaching (Pro Bono intermittent decreasing work as of December) * Working on screensharing and multiple camera usage * Working on LMS page development and Web page development ** page development training ** custom coding with process documentation for their future… Show more Consulting with EY-Parthenon teams on Non-Profit Software Development (Project based) Consulting with GLG on Software Development Practices (Project based) Coaching and assisting local teachers with remote teaching (Pro Bono intermittent decreasing work as of December) * Working on screensharing and multiple camera usage * Working on LMS page development and Web page development ** page development training ** custom coding with process documentation for their future updates Show less



Blackbaud

• United States
• Software Development
• 700 & Above Employee

• Senior Principal Data Analyst/Business System Analyst

  • Apr 2018 - Jun 2020

  Provided custom technical solutions to clients via configuration of product add-ons or coding custom solutions. Improved processes and procedures to increase team productivity. My work spanned the following Blackbaud products, Sphere, Luminate Online, Raisers Edge and BB CRM. • Delivered multiple payment migrations, email deliverability projects, data base equalizations, data syncs and integrations, Query Views, Query Extensions, custom reports, custom RE components, data imports and… Show more Provided custom technical solutions to clients via configuration of product add-ons or coding custom solutions. Improved processes and procedures to increase team productivity. My work spanned the following Blackbaud products, Sphere, Luminate Online, Raisers Edge and BB CRM. • Delivered multiple payment migrations, email deliverability projects, data base equalizations, data syncs and integrations, Query Views, Query Extensions, custom reports, custom RE components, data imports and exports on time and budget. • Retainer support for several clients which included reporting and analysis of results, code changes to existing or creation of data syncs, custom imports, exports and/or reports • Assisted with complex Datawarehouse expansions and recoded an SSIS DW to fit customer needs. • Refined and documented a standard payment migration to reduce the hours by 25% and then passed from the technical team to non-technical consultants. • Worked with teammates to refine custom sustainer payment migrations to reduce risk and improve results • Documented Email deliverability process and refined it. Reducing hours by 10%. Planned tool development to pass 80% of the work to non-technical resources. • Created a reproducible database equalization process that could be explained to a client. Reduced hours from 60 to about 20. Code and documentation provided to the team. • Provided technical support for Sphere End of Life. • Worked with Cyber Security team to raise awareness about cyber security practices within the organization. Attended monthly status updates. Beta tested proposed products. Assessed and commented on new trainings and procedures. Advocated for cyber security at a local/team level.

• Consulting Manager / Manager - Data Services

  • Nov 2015 - Mar 2018

  Managed a cross-functional team of 8-12 professional services staff from senior developers to new hires. Provided financial and utilization metrics for practice and coached other managers on how to read and utilize the information. • Led the development of a training program for new staff to support an uptick in sales. Worked with senior management and training department to create client facing video training reducing consulting time and instilling confidence in the customer. Reduced… Show more Managed a cross-functional team of 8-12 professional services staff from senior developers to new hires. Provided financial and utilization metrics for practice and coached other managers on how to read and utilize the information. • Led the development of a training program for new staff to support an uptick in sales. Worked with senior management and training department to create client facing video training reducing consulting time and instilling confidence in the customer. Reduced project time from 40 hours down to 31. Also reduced Time to Live from 4-6 months to about 2 months. • Worked with principal developers to define and improve conversion tool including built-in automation of smoke testing. Decreased rework and QA effort by about 20%. • Fostered the productized release of a visual mapping conversion tool. • Cross-trained team members on other products to gain more flexibility to hit targets. Worked with other team managers to optimize workflow.

• Remote Engagement Committee (Cultural Subcommittee Member)

  • Jan 2013 - Oct 2016

  Thought leadership and planning surrounding remote employee culture and engagement.

• Principal Consultant

  • Jan 2009 - Nov 2015

  Managed customer requested technical solutions including client expectations, requirements, schedules, resourcing, design, production, quality, and deployment. Served as a point of contact for Professional Services technical group for both internal and external customers. Led internal teams to develop new solutions and improve existing processes to reduce implementation time and improve efficiency. Drove the documentation of the processes and procedures to increase reproducibility and… Show more Managed customer requested technical solutions including client expectations, requirements, schedules, resourcing, design, production, quality, and deployment. Served as a point of contact for Professional Services technical group for both internal and external customers. Led internal teams to develop new solutions and improve existing processes to reduce implementation time and improve efficiency. Drove the documentation of the processes and procedures to increase reproducibility and quality. • Shepherded the development of new code and processes to take the RELO implementation from over a hundred hours to less than 40. • Served as an implementation technical expert available to Customers, Services, Sales, Product, Engineering, Marketing, and Customer Success. • Guided new innovative tools, GRIFFIN and Visual Mapper, from concept, through coding, release and into extensible maintenance targeted for the next tool evolution. • Established relationships with conversion and consulting team members and managers to set expectations of innovation and to establish clear communication to guide future work. • Mentored team members and other professional service staff on technical content, implementation methodologies and client interactions. • Successfully managed and delivered tens of custom technical solutions. • Coordinated Sphere custom solution deploys and infrastructure maintenance with other professional services staff, QA, IT, NOCC, Engineering and Product. • Developed new migration, extraction, and equalization SOWs to reduce sales support work effort in sizing and scoping.

• Lead Integration Specialist

  • Mar 2008 - Jan 2009



Kintera

• Software Development
• 1 - 100 Employee

• Integration Project Manager

  • Oct 2006 - Mar 2008

  Managed customer requested technical solutions including client expectations, requirements, schedules, resourcing, design, production, quality, and deployment. Served as a point of contact for Professional Services technical group for both internal and external customers. Led internal teams to develop new solutions and improve existing processes to reduce implementation time and improve efficiency. Drove the documentation of the processes and procedures to increase reproducibility and… Show more Managed customer requested technical solutions including client expectations, requirements, schedules, resourcing, design, production, quality, and deployment. Served as a point of contact for Professional Services technical group for both internal and external customers. Led internal teams to develop new solutions and improve existing processes to reduce implementation time and improve efficiency. Drove the documentation of the processes and procedures to increase reproducibility and quality. Show less



Various Companies

• Book and Periodical Publishing
• 1 - 100 Employee

• Assessment Consultant

  • May 2006 - Dec 2007

  Assessment Strategy, Product Placement, Content Development and Creation • Conceptualized, designed, and produced a placement system for a state specific math intervention product that the client is now implementing across other products. • Facilitated the development of the placement system for the national product by mentoring an external team.



CompassLearning

• United States

• Project Manager - Assessment Products

  • Jan 2002 - Jun 2006

  Managed all aspects of a specific product or products including product requirements, schedules, resourcing, specifications, design, production, quality, release, and maintenance. • Evaluated third-party assessment products suitability for license, purchase, or acquisition. • Gathered and analyzed assessment data to help define requirements for future products, refine existing products and created documents to assist in their sale. • Negotiated product requirements between executives… Show more Managed all aspects of a specific product or products including product requirements, schedules, resourcing, specifications, design, production, quality, release, and maintenance. • Evaluated third-party assessment products suitability for license, purchase, or acquisition. • Gathered and analyzed assessment data to help define requirements for future products, refine existing products and created documents to assist in their sale. • Negotiated product requirements between executives, engineering, and marketing resulting in products that were focused on the company vision, technically feasible and satisfactory to new and existing customer. • Coached new project managers on interpretation of third-party schedules and assisted them in the development of internal schedules and tracking procedures allowing me to take on larger projects. • Conceptualized, implemented, and nurtured the development of a set of web-based development tools that have resulted in the ability to run multiple development projects with internal and external resources from around the world. • Cultivated the development of “GO Live” testing documentation that reduced release-day testing from several hours to 30 minutes.

• Manager of Assessment and Curriculum Production S/W

  • Aug 2000 - Dec 2001

  Managed instructional designers and programmers as they designed and wrote the content of lessons for on-line instructional software. Oversaw design specifications and programming standards. • Served as the assessment expert of the core requirements team that redesigned the learning management system as we transitioned from a thick-client to a web-based system. • Evaluated department operations and implemented a source-control process that reduced code base-lining from 7… Show more Managed instructional designers and programmers as they designed and wrote the content of lessons for on-line instructional software. Oversaw design specifications and programming standards. • Served as the assessment expert of the core requirements team that redesigned the learning management system as we transitioned from a thick-client to a web-based system. • Evaluated department operations and implemented a source-control process that reduced code base-lining from 7 days to 2 hours. • Developed rapport between employees and contractors to build projects with smaller teams and lower cost.

• Instructional Designer II

  • May 1999 - Jul 2000

  Research, design and write the content of lessons for on-line instructional software. Create design specifications and activity templates. Program activities in authoring programs.


Jostens Learning
• Media Specialist - Content Developer - Temporary Employee

  • Dec 1996 - May 1999

UCLA
• United States
• Higher Education
• 700 & Above Employee
• Graduate Student Researcher - Teaching Assistant

  • 1989 - 1996