Experience

10K
• United States
• Marketing Services
• Client Partner

  • Dec 2022 - Present


SPE Solutions, Inc.

• Founder/Senior Program/Project Manager - Salesforce

  • Jan 2020 - Jan 2023

  SPE Solutions, Inc. is a San Diego-based management consulting company that provides premium expertise in the areas of SDLC Program/Project Management, Agile project execution with a focus on enabling enterprise-wide process improvements. This unique blend of service offerings is based on the core principles of strategic project management and execution. SPE helps clients successfully complete internal projects cost-effectively and with maximum efficiency by focusing on process improvement, knowledge transfer, and tangible results. Client: Wealth Management Company (3rd largest) (2/2021 - 6/2022) As the Senior PM, I was responsible for converting 17 instances of Salesforce (due to M&A activity) into one new greenfield instance within 14 months (Sales, Service, Field Service Clouds). I managed this complex project and directed all resources, accordingly, including PWC (the implementation partner) and approximately 20 project team members (on/offshore model). I kept this $20+ Million program in the “green” for the duration of my tenure. I managed all aspects of this project (technical & functional) and executed all phases of SLDC in an Agile structure. Some additional highlights include building out a new testing strategy for the client (SIT, UAT, Regression, Functional, Pilots, etc.) and full Program Management strategy/processes/tools to ensure immediate and accurate communication for all audiences (project team to executive senior leadership). Client: Medical Devices (5/2020 - 12/2020) Provided senior project management services to a medical device/services client implementing Salesforce Service Cloud. Was brought into assist a rogue project that was a year beyond scope and a million dollars over budget. Provided guidance and tools to execute a newly developed testing strategy; including tools and processes to execute SIT, UAT, Regression Testing. Also drove the development of an enterprise-wide data governance plan. Show less



Rithom Consulting LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Project Manager

  • Jan 2018 - Sep 2018

  Provided senior project management to multiple SMB Salesforce.com implementations. I was hired to “clean-up” and close out several projects that were in the “red”. I was also brought into this new and growing consulting company to establish project management guidelines, service offerings, and mentor resources (developers, business analysts, and project managers) in successful software implementation best practices. Provided senior project management to multiple SMB Salesforce.com implementations. I was hired to “clean-up” and close out several projects that were in the “red”. I was also brought into this new and growing consulting company to establish project management guidelines, service offerings, and mentor resources (developers, business analysts, and project managers) in successful software implementation best practices.



Appirio

• United States
• Information Technology & Services
• 200 - 300 Employee

• Account Director/Senior Project Manager

  • Sep 2014 - Feb 2018

  Verve Mobile; New York, NYLead effort to implement Salesforce.com Sales Cloud for Verve; Managed project budget in excess of $500K; Provided strategic project and program management for client and consulting resourcesIntel/McAfee; Plano, TXLead effort to implement Salesforce.com Sales and PRM Cloud globally for McAfee (now Intel Security); Managing program budget in excess of $13M; Providing overall program management for client and consulting resources and parallel workstreamsWells Fargo; San Francisco, CALed effort to implement Salesforce.com Sales Cloud for 6 lines of business; managed program budget in excess of $7M for 6 concurrent projectsIntuit; San Mateo, CAManaged aggressive blueprint process to align 17 business units having unique sales processes to one holistic process with Salesforce.com Sales and Service CloudGreen Dot; Pasadena, CALed the effort to implement Salesforce.com Service Cloud for this large B2C financial services call centerDuties for all clients:• Overall Program Management (own the entire software development project lifecycle from initiation through closure to drive implementation of high-quality cloud solutions) - SDLC expert• Client Relationship Management • Strategic planning for future phases, additional lines of business, and technology areas• Monitored and managed project financials, scope, and schedule to ensure project stays on track for assigned client projects and met financial targets.• Resource Management• Agile Project Management• Mentoring, guidance to project team members (on shore & off shore) Show less

• Senior Project Manager

  • Apr 2012 - Feb 2018

  Overall program responsibility for Salesforce.com Sales cloud for a major financial institution. Managing multiple project teams across US, Canada, and India. Successfully executing Agile principles for requirements, development, crowdsourcing, and deployment.



Moms in Business Unite

• Education Administration Programs
• 1 - 100 Employee

• President

  • 2008 - Dec 2011

  Moms in Business Unite brings together women and mom business owners in an all day educational conference, complete with keynote speaker, panel discussions, breakout sessions, new inventor showcase, networking, award ceremony, resource marketplace, and childcare to support and promote the growing number of women and mom-owned businesses. Moms in Business Unite brings together women and mom business owners in an all day educational conference, complete with keynote speaker, panel discussions, breakout sessions, new inventor showcase, networking, award ceremony, resource marketplace, and childcare to support and promote the growing number of women and mom-owned businesses.



TopDown Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Director, Marketing

  • Mar 2002 - Jan 2008

  Created the marketing department for a growing software services organization, productized all service offerings, and established infrastructure for exponential growth (12 employees to 100+ in 5 years). As a member of TopDown’s executive team, I participated in decision making in all areas of the organization. Created the marketing department for a growing software services organization, productized all service offerings, and established infrastructure for exponential growth (12 employees to 100+ in 5 years). As a member of TopDown’s executive team, I participated in decision making in all areas of the organization.



Crestone International

• Consultant

  • 2001 - 2003

  Directed the holistic reporting approach to determine the reporting scope for nationwide PeopleSoft 7.5 implementations, working with clients such as GE, Marriott, Quaker Oats, Sprint, and the New York Times • Managed efforts to reduce reporting needs as well as all associated report development efforts • Facilitated and tracked tasks for multiple technical resources in multiple locations • Provided solutions through web- and non-web-based components, and enabled secure, criteria-based distribution • Minimized paper trails associated with legacy reports, the number of reports, and the electronic storage associated with reports—obtaining significant ROI Show less



CedarCrestone

• India
• IT Services and IT Consulting

• Consultant and Quest Solutions Product Manager

  • Apr 2000 - Feb 2002

  Built and maintained the Quest/Crestone partnership relationship. Identified and developed accounts to generate immediate and long-term sales and client relationships within the Quest product line. As a consultant, I directed Crestone’s wholistic reporting approach to determine the reporting scope for a nationwide PeopleSoft 7.5 implementation of both HRMS and Financials. Built and maintained the Quest/Crestone partnership relationship. Identified and developed accounts to generate immediate and long-term sales and client relationships within the Quest product line. As a consultant, I directed Crestone’s wholistic reporting approach to determine the reporting scope for a nationwide PeopleSoft 7.5 implementation of both HRMS and Financials.



SE Technologies

• Pakistan
• Automation Machinery Manufacturing
• 1 - 100 Employee

• Project Manager - PeopleSoft Financials & HR

  • Jun 1999 - Apr 2000

  For Client, Berlitz Languages: • Managed all aspects of PeopleSoft 7.5 (multi-lingual) AP, GL, AM, BI, AR, HR, and Payroll Interface implementation in 4 countries (US, Canada, Ireland, Mexico). Defined requirements for a Phase II implementation in Brazil, Argentina, and Uruguay. Project served as a model to implement PeopleSoft in 140 locations worldwide. • Managed all consulting resources (15 consultants – technical and functional), client resources (10 knowledge content experts), and project administration resource • Developed and facilitated rapid implementation methodology to execute project plan within 5 month aggressive time-frame, define business requirements for all required countries, develop and test a prototype, and phase all modules into production Show less



24 Hour Fitness

• United States
• Wellness and Fitness Services
• 700 & Above Employee

• Business Systems Analyst / Technical Lead - PeopleSoft Financials Implementation

  • Jan 1998 - Aug 1998

  Provided technical and functional skills to perform conversion of core financial systems from PIC based system to PeopleSoft AP & GL within an aggressive 4-month implementation schedule. Provided technical and functional skills to perform conversion of core financial systems from PIC based system to PeopleSoft AP & GL within an aggressive 4-month implementation schedule.



Solar Turbines

• United States
• Oil and Gas
• 700 & Above Employee

• Project Manager - Hyperion Enterprise Worldwide Consolidation & Reporting Application

  • Jul 1994 - Jan 1998

  Managed implementation and conversion of financial reporting system to Hyperion Enterprise Software Managed implementation and conversion of financial reporting system to Hyperion Enterprise Software


Template Graphics Software
• United States
• Software Development
• Accountant

  • 1987 - 1989