Developed a disaster recovery and business continuity plan for the technology division of a financial services company, recommending changes to the physical DR site along with changes to data backups, server maintenance, source code backup, telephone calling trees, and escalation process.

Led our client through a culture change towards a more client-service focused culture. Developed mock-training sessions to practice new behaviors to turn them into habits. Tested new methods on client samples, measured results, and developed a performance assessment process based on embracing the new culture.

Redesigned the Order To Cash workflow for a multi-billion dollar financial services company. Led process analysis across eleven business teams, recommended changes to improve up-front risk analysis and compliance reviews, simplified handoffs and communication, and integrated technology systems to eliminate redundant work. Reduced the Order to Cash timeline by several weeks.

Developed a set of technology tools to model the desired behavior of a new invoicing platform for a mid-sized corporation. Our tools served as a working "specification" for a new system that was being implemented, allowing user teams to validate expected behavior, proving the business analysis documents were completely accurate.

Developed a technology roadmap for a large business, impacting more than 7,000 employees. Roadmap defined the replacement and retirement plans for many legacy technologies, along with the mandatory scope of functionality of new systems being built or purchased. Timelines, financials, and cost/benefit analyses were provided to support the roadmap.

Developed a comprehensive set of test plans to validate the behavior of a new system for a division of a large public company. Test plans included unit tests for the developers and user test cases to support QA and UAT. Each test case was given a severity rating to ensure that the test results could be graded by criticality.

Designed new workflow management process, and recommended implementation of new production workflow technology to track hundreds of projects in an advertising agency. Improved measurement and control of resource investment, time-to-delivery, client satisfaction, and profit margins.

Designed and led a vendor evaluation and selection process for a client seeking to start a new business leveraging a third party. Organized all client constituent groups, established quantitative and qualitative evaluation criteria, led post-presentation analysis, and recommended a best-fit selection to our client. Led the effort to migrate our client to the new vendor.