Shawn Lee
Managing Principal at EKI-Digital- Claim this Profile
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Spanish Limited working proficiency
Topline Score
Bio
Credentials
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Microsoft Global Hackathon 2022
MicrosoftAug, 2022- Nov, 2024 -
Prosci Change Practitioner
ProsciApr, 2022- Nov, 2024 -
SAFe Certified Leading Agilist
Scaled Agile, Inc.Sep, 2017- Nov, 2024 -
Lean Six Sigma Green Belt Certification
Bank of America -
Project Management Professional
11352 -
Project Management Professional (PMP)
Project Management Institute -
SAFe Agilist Certification Certification
Scaled Agile, Inc.
Experience
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EKI-Digital
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Managing Principal
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Feb 2023 - Present
Responsible for collaborating with key stakeholders to identify and drive engagement opportunities that deliver strategic goals and drive better results. My responsibilities encompass a wide array of functions, all aimed at delivering value to our clients and ensuring the overall success of the organization. • Cultivated and nurtured long-term relationships with high-profile clients, becoming their trusted advisor and ensuring high satisfaction with our services. • Established a culture of innovation and excellence by leading a team of talented consultants, fostering collaboration, high trust environment and setting high standards for project delivery and customer satisfaction. • Implemented rigorous project management, continuous improvement and change management methodologies and quality assurance processes. • Understand current and target state, guide and develop transition roadmap and implementation plans, monitor and track progress on transformation journey and utilize metrics and data to assess transformation maturity levels and recommend continuous improvements. • Proactively manage and report the status of complex projects including cost, timing, staffing, and dependencies across multiple inter-related projects and programs. • Identify and resolve obstacles to completing initiatives on time, budget, and quality. • Identify change risks and develop mitigation strategies that maximize successful and sustained adoption. Show less
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Microsoft
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United States
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Software Development
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700 & Above Employee
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Director Business Programs
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2022 - Present
As the Change Lead for the Enterprise and Global Digital Sales Program, responsible for developing and orchestrating Change and Landing plans across all customer solution areas to minimize impact and maximize adoption of $102M head count investment to drive connected sales and marketing revenue of $1.3B. Responsibilities included leading a virtual team and partnering with all solution areas (Azure, Modern Work, Biz Apps and Security) to implement more efficient and effective operating models resulting in 6X productivity increase revenue per head. Proactively anticipated resistance and implemented risk mitigation plans to minimize execution risks and associated costs. Designed continuous improvement and feedback systems to maximize and manage adoption. Show less
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TIAA
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United States
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Financial Services
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700 & Above Employee
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Director, Program & Change Management
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Jan 2019 - Mar 2022
Responsible for leading and partnering with all applicable business unit leaders and stakeholders to create multi-year strategic roadmaps, business case development, coordinate annual portfolio planning and budgeting process, manage initiative intake and prioritization process, weekly and monthly governance routines to maximize execution and adoption while minimizing risks. Programs include AML, Ethics & Conduct, Fraud, Risk Taxonomy, Compliance Risk Assessment. • Partner with key stakeholders to develop and implement Change Management plans to minimize impact and maximize sustained adoption. • Led the Quarterly Change Management Look Ahead to proactively communicate key impacts to maximize adoption. • Partnered with process owners, cross-functional technology teams, managing, tracking, and reporting of the Compliance Technology Portfolio of 30 initiatives totaling $15.6M. • Drove the development and implementation of sustainable Privacy & Data Sharing capabilities to accommodate evolving regulatory changes and risk management. Scope included 18,500 employees, international subsidiaries, GDPR, CCPA, etc. • Developed and established Innovation COE and led Compliance’s first Innovation Challenge resulting in the abilities to capture, evaluate and leverage continuous improvement ideas and benefits including risk mitigation, financial, customer, and employee and culture impact. Show less
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Incubator Lead Program Manager
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Jan 2018 - Mar 2022
Developed and established enterprise-wide Innovation Employee Resource Group consisting of 300 volunteers with the mission to build and sustain a culture of innovation with diverse perspectives, enrich the experience of our associates and create better outcomes for our customers. Secured the CHRO as lead sponsor and partnered with C-Suite executives as a critical success enabler to drive better results. • Completed 53 projects resulting in more than $13MM in cost savings, improved customer, and associate experiences as well as increased employee mobility, retention, and acquisition. • Led strategic partnership with UNCC Innovation Lab to pilot products and services to gain and leverage customer insights. • Led innovation curriculum development and implementation including Design Thinking and Lean Startup. Show less
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Director, HR Strategic Planning & Analytics
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Jan 2015 - Dec 2018
Managed and executed key enterprise-wide programs to drive and achieve strategic priorities and ensure initiatives not only met but also exceeded objectives. Partnered closely with Enterprise Data Governance, all key stakeholders and executive management to drive the design and implementation of the HR Data Governance Program, orchestrating roadmaps, compliance reviews and assessments, all key stakeholder engagement and coordination, providing strategic and tactical support, mitigating execution risk and ensure successful end to end implementation. Responsible for maintaining, testing, activating, and managing business continuity plans.• Designed, implemented, and led Ideation, Tollgate & Change Governance process resulting in increased: lead time and planning, transparency and stakeholder engagement, better capacity management & productivity, cost avoidance, decreased execution risk and increased adoption. • Led the HR annual Strategy Refresh engaging all HR senior leaders and business partners including IT/Technology partners to translate vision, develop business cases, prioritize, and implement initiatives to drive strategic goals, transformation, and business results. • Led two Talent Acquisition process improvement initiatives to drive technology and process efficiencies resulting in $900K in cost-out savings and the certification of four Green Belt candidates. • Took the initiative to drive innovation by leading HR’s first Innovation Challenge resulting in $300K in continuous improvement savings. • Participated in Retail Innovation Challenge and placed 1st. out of 200 ideas winning $50K in seed funding. Led the planning and development of the HR Difference Maker Offsite for 400+ people and Innovation Strategy work session. • Developed, and implemented innovative multi-generational plan resulting in TIAA achieving the Great Place To Work certification. Show less
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Program & Portfolio Manager – Enterprise Process Improvement Center of Excellence
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Jan 2013 - Dec 2014
Established and led PMO for the Process Improvement Center of Excellence including all strategic governance, reporting and strategic alignment. Managed implementation to collaborate with business leads and develop viable roadmaps to drive reductions of $250MM over 5 years. Initiatives included: Institutional Client Services Onboarding, Money Movement, Pension Transformation, Brokerage Account Opening, and IRA & Asset Transfers.• Led a team of project managers responsible for driving a continuous improvement culture, business transformation and process improvement impact companywide resulting in $16.4MM in 2013. • Developed, implemented, and maintained Operational Structure across teams including all work intake requests, prioritization and resource management. • Maintained project and portfolio reporting cadences including monthly operating reviews and routines with all key stakeholders to ensure all initiatives exceeded goals of being on time, budget, quality, and sustained adoption. Show less
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Program Portfolio Manager - Enterprise Integration
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Jan 2011 - Dec 2012
Drove the development and implementation of standard Project, Program and Portfolio Management practices and tools enterprise wide to improve delivery, ensure successful execution of corporate strategy and drive better results. • Designed and executed enterprise-wide focus groups to map the employee experience, mitigate risk and maximize adoption resulting in exceeding all success metrics. • Successfully led execution of Critical To Success company-wide programs working with cross-functional teams to achieve and exceed goals while simultaneously mitigating risks. Show less
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Bank of America
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United States
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Banking
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700 & Above Employee
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VP– Senior Change Manager, Global Consumer & Small Business Banking
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Jan 2008 - Dec 2010
IT Portfolio Manager for the Technology Stability and Resiliency Program to increase stability, reduce risk in all banking/vendor applications and improve customer experience. • Successfully managed and executed programs resulting in cost savings of $2MM utilizing Six Sigma and Lean process improvement practices. • Established and managed financial governance routines to ensure financial risk were minimized, resulting in a 10% decrease in financial variances. • Managed end-to-end execution of Bank of America’s largest eCommerce program that provided a single point of application, integrated all channels, products, and services, resulting in improved customer and associate satisfaction, cost efficiencies, speed to market, stability and increased revenue. Implemented deployment strategy and metrics to maximize and sustain success. Show less
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VP, Senior Change Manager
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Jan 2006 - Dec 2007
2007 – 2008 Vice President, Senior Change Manager – Global Consumer & Small Business Banking • As the Program Management Office (PMO), managed end-to-end execution of Bank of America’s largest eCommerce program initiative to provide a unified, simplified experience that allows customers to select, apply, and use their accounts instantaneously. The multi-generational program will provide a single point of application that will integrate all channels, offer all products and services, resulting in improved customer satisfaction, associate satisfaction, cost efficiencies, speed to market, stability and increased revenue. • Managed end-to-end business routines with all stakeholders including technology, risk, business lines, and steering committee to mitigate risk, ensure optimal communication and facilitate program execution. • Assisted in developing and implementing Deployment strategy and metrics to maximize and sustain success. 2006 – 2007 Vice President, Senior Change Manager – Sales, Service& Execution – Canada Card Services• As the Senior Change Manager, executed merger/transition plan for the acquisition of the CUETS (Credit Union Electronic Transaction Services) credit card issuing business adding more than 340 employees in 3 locations, CAD$503MM. outstanding loans, 572,000 customers, 480 business partnerships and 1,600 branches. • Worked directly with Canada Card Services (MBNA) President and senior leadership team to analyze and implement best strategy to integrate/leverage strengths of two companies to increase market share and value.• Developed and presented metrics and reports related to financials and human resources to all stakeholders.• Implemented business routines to maximize ability to execute program management and drive business value. Show less
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Vice President, Change Manager
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Jan 2004 - Dec 2005
2005 – 2006 Vice President, Change Manager – Global Treasury Services, BA Merchant Services • As Program Manager for the Merchant Compliance Risk team, developed, executed and maintained project plans to assess, remediate and control more than 300,000 merchants to become PCI (Payment Card Industry – VISA mandated regulations) compliant. Merchants from multi-billion dollar (sales) corps. to small businesses. • Managed multiple projects and deliverables, analyzed present state, performed risk/reward and cost/benefit analysis to determine best future state, and led implementation.• Developed, established and maintained all necessary processes to mitigate associated risk exposure, brand and reputation loss, security compromises related to PCI Compliance. • Assisted in establishing and developing an internal security department to partner with merchants, assess and remediate risk and provide a competitive advantage to maximize customer satisfaction and merchant business.• Reduced data compromise risk by 97% and substantially mitigated risk exposure and liability by driving development and implementation of policy changes across the enterprise.2004 – 2005 Vice President, Change Manager – Transaction Services Technology • As the Project Manager, developed, proposed and implemented an improved Resource Capacity Workbook to track all resource supply and demand, provide net capacity outlook/forecast to enable better decision making for 18 bank application teams totaling 400 FTE and $65MM. of initiative and base work.• Obtained voice of the customer requirements and assisted in driving development and implementation of automated Resource Database and process improvements that resulted in a 50% reduction in process time.• Received letter of recognition from organization head and Medallion Spirit Award, a prestigious, personalized Medallion is awarded to associates who go above and beyond to improve the way business is done. Show less
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Assistant Vice President
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Jan 2002 - Dec 2003
2002 – 2004 Assistant Vice President, IT Project Manager – Consumer Real Estate -Technology Support• As the Project Manager, managed Consumer Real Estate -Technology Support’s largest Design For Six Sigma project, resulting in $5 mil. in cost savings and improvements.• Managed a diverse range of projects, including but not limited to gathering business requirements, scope and budget definition and maintenance, risk assessment, test plan development, execution and release management. • Managed end to end migration project of one of the Bank’s largest applications utilized in all banking centers, by more than 10K users and in 29 states nationwide resulting in excess of $1MM. in cost savings as well as significantly increased both associate and customer satisfaction.• As the Business Technology Group Recovery Manager, managed and coordinating all business continuity deliverables for more than 80 applications and moved all applications to a green status in less than 6 mos. Show less
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IBM
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United States
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IT Services and IT Consulting
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700 & Above Employee
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SAP Consultant
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1999 - 2001
SAP/ ERP Consultant, Global Services • Elected Problem Manager Lead to manage a team of Problem Managers on a $93 mil. International SAP implementation to enable configure-to-order B2B/e-Business. • For high severity issues researched and determined configuration risks and impact. • Ensured that issues were constantly moving toward resolution, drove them to closure in a timely manner by effectively managing resources and providing any support and facilitation necessary. • Acted as a key and central point of information and support for all stakeholders and players including but not limited to customers, team members, developers, application owners and upper-level management. • Researched, and reported regular and timely status on progress of issues to upper-level management. • Trained resources and developed training material to facilitate knowledge transfer and ensure quality of work. • Volunteered and relocated to Europe for 4 months in order to accomplish goal of 24-hour coverage, increase customer satisfaction as well as reduce team turnover. • Assisted in managing and forecasting project budget of $2.3 mil, managed both direct and indirect resources in a matrix environment, performed requirements definition, gap analysis, integration, testing, support and managed/reported milestones and deliverables. • Received letter of recognition for contribution in helping the CVRM 1.0A move to production a success Show less
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Hewlett Packard Enterprise
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Strategic Marketing Consultant, Enterprise Computing Group
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May 1998 - Sep 1998
• Identified, presented and implemented solutions to improve cycle time, quality and reduce costs of the product development cycle of the Server Products Division. • Developed a model that assisted senior management in making cost/benefit trade-offs and determining which product features to implement. As a result less effective features were either phased out or replaced increasing customer satisfaction and ultimately sales. • Directly supported and work with Product Managers on a daily basis throughout entire product development process to accomplish goals. • Evaluated and presented to upper management an analysis of various market research tools and techniques. Show less
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Bankers Trust Company
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New York, New York
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Compliance Officer
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Jan 1995 - Aug 1997
• Supervised controls self-assessment process for the Corporate Trust & Agency Group, which contributed $85 million in revenue. • Directly supervised a team of assessors which ensured that controls were properly implemented for operations moving to a new site, resulting in $750,000 in cost savings, fraud prevention and streamlined processes. • Managed and instructed resources to perform quality control assessments and evaluated test work for adequacy and completion. • Discovered and neutralized a possible fraud case that resulted in a gain of $425,000 and prevented any further loss of income and risk. • Duties included financial planning, budgeting, forecasting, analysis and cost reduction. • Took initiative to create and expand systems-audit position in order to pursue avid high-tech interests. Show less
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National Westminster Bancorp
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New York, New York
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Financial Auditor
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Jan 1993 - Dec 1994
• Planned resource requirements, staff assignments, audit strategy and supervised audit implementations. • Identified and evaluated the adequacy and effectiveness of internal controls and quality of performance. • Developed and presented recommendations to eliminate or mitigate potential risks, streamline processes and implement cost saving procedures throughout all areas of the organization. • Developed and implemented new and innovative key indicator reports which resulted in automatic indication of high-risk activity and ultimately mitigated potential risks. Show less
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Ernest & Julio Gallo Wines
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Brooklyn, New York
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Sales & Marketing Representative
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Jun 1991 - Dec 1992
• Managed an extremely diverse and challenging territory of accounts ranging from small convenience stores to large supermarkets. • Expanded territory from 17 to 26 accounts resulting in a 35% increase in sales. • Designed innovative purchase plan for regional buyer, which closed largest single transaction in the division. • Designed, presented, implemented and customized monthly business plans to maximize account profits and consumer satisfaction based on the clients’ needs. • Executed trade promotion initiatives to expand target markets and overall market share. Show less
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Education
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Duke University - The Fuqua School of Business
Master of Business Administration - MBA, Information Technology -
Cornell University
BS, Business Management and Applied Economics -
Cornell University
Bachelor of Science - BS, Business Administration, Management and Operations -
Cornell University
Bachelor of Science - BS, Business Administration and Management, General -
Duke University - The Fuqua School of Business
MBA, Business Management
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