portfolio of past projects

change management

human capital

Organization Design for Global Pharma – Delivered organization design recommendation that included creation and implementation of a Data Scientist Community which grew to 750+ in under 6 months.

Hospital System Org Design & Implementation re-aligning and upskilling IT organization to meet expansion and new technology requirements.

Finance Organization Restructure and Process Reengineering for Retail - Led restructure of Finance organization beginning with business process reengineering using Lean methodology.

OEM Manufacturing Company Human Capital Strategy – Led full human capital assessment including organization restructure, capabilities assessments, job restructuring, upskilling and change management of implementation.

Talent Management State of FL - Restructured FL Department of Highway Safety and Motor Vehicles organization including org design, job families, jobs and descriptions, competency identification, workforce right-sizing and capacity. Conducted succession planning sessions and developed change management strategy for implementation. Included succession planning, capability and capacity assessments.

Custom Change Management Methodology - Created Change Management Methodology to align with PMI and BA methodologies for the State of TN PMO. Still in use today.

State Government Driver License System Replacement - Led CM effort to implement Driver License System ($30MM), reducing citizen wait time by 40% in the first two months post-implementation.

SAP Implementation at Medical Device Manufacturing - Led CM effort to implement SAP in global medical device manufacturing company. Created CM strategy for multi-year rollout plan.

PeopleSoft Implementation for Hospital System - Led change management effort for PeopleSoft implementation, netting more than $4MM in revenue for consulting firm.

CRM implementation for wellness provider - Led Change Management effort to implement a CRM, reducing tele-nurse call times by approximately 20%.

EMR implementation for Home Healthcare Company - Led CM workstream for company under federal regulatory compliance sanction. 30 field offices, new tablet technology, high-turnover population, centralization of services.

Change Management for National Restaurant Chain – Led CM effort to divest Commissary, introduce new food supplier, new processes and systems to GM’s in all stores.

program mgmt

training & development

Customer Engagement Strategy for Global Pharma - combining marketing tactics with change management models to increase the visibility of client’s tools and services.

AI/ML COE for Global Pharma - launched an Artificial Intelligence/Machine Learning Center of Excellence that included Engagement, Education, AI Model Framework/Project Governance model, and a development platform build.

Knowledge Advisor Program Management for Global Pharma - Created concept and worked with cross-functional team to operationalize a Knowledge Advisor program to introduce concept and tools.

IV&V for State of TN Dept of Child Services ERP – Led CM Workstream including quality review of vendor deliverables, noting risk areas.

Leadership Coaching for Global Pharma – Coached high potentials, delivering 360 and values assessments. 100% were promoted within the year.

Training Development for Distribution Company - Led turn-around project to design and develop 35+ hours of training in two months to meet an extremely aggressive rollout date for an ERP implementation during COVID.

Insurance Company Training - Led internal training team in design and creation of Training Strategy and implementation for new Senior Care concept.

National Bank CRM Training – Led team of vendor and in-house instructional designers and trainers to complete analysis, design, development and implementation of training for Commercial Bank’s in-house built CRM.

National Bank Leadership DevelopmentDeveloped and implemented several levels of leadership curricula and programs focused on delivering company-wide leadership competencies.

“Big 4” Leadership Development and Executive Coaching – Created and delivered Leadership Development program with Executive Coaching component to Midwest region offices.