Strategic Account Management with Product Development
Successfully managed the efforts to prevent the loss of the client’s premier customer. Retention efforts included implementing custom system enhancements to address product issues, conducting a successful international roll-out and training program, and managing customer expectations. Managed resources across the US, Canada, UK, Poland, India, and Hong Kong.
Post-Merger and Acquisition Financial System Consolidation
Responsible for the consolidation of four different financial systems associated with prior acquisitions. Managed multiple internal and external vendor resources through the clean-up and transition to a single general ledger, accounts payable, accounts receivable, automated invoicing, time tracking, and asset management solution. Also assisted with outsourcing certain finance activities to increase efficiencies and cost savings.
Program Management for HR Initiatives
Project manager for parallel human resources initiatives at a disease management company, including implementation of a more robust compensation structure, applicant tracking system, and high deductible health plan, as well as the necessary employee training and communication activities. Established project plans, tracked progress, uncovered and addressed issues, ensured cross-team communications occurred, and facilitated weekly status […]
Strategic Planning for Growth
Co-authored a five-year strategic plan for a technology company that outlined the company’s value proposition, product development approach, marketing and business development plan, and contingency options if certain key milestones were not obtained. Also created board-level messages to support the strategic plan and address potential roadblocks to board approval.
Program Implementation for Key Accounts
Served as project manager to implement a health and wellness solution for the client’s key customer accounts. Coordinated efforts across 10+ functional teams, including data intake, application configuration, testing, call center operations, telephony setup, biometric screenings, and fulfillment.
Post-Merger and Acquisition Customer Migration
Led post-merger and acquisition integration program to migrate customers of the acquired company onto the client’s core platform. Led twenty-four cross-functional team members through new product development, software development, phased client migrations, system consolidations, vendor contract negotiations/terminations, facility moves, and human capital decisions
Organizational Change Management
Led the organizational change management initiative accompanying the introduction of a new CIO. Developed a detailed change management program, including tactics around communication, training, and organization alignment.
Strategic Succession Planning
Designed the succession planning program for a music industry client. Leveraged industry best practices and collaborated with stakeholders to ensure the design supported the company culture and strategic objectives.
HRMS Review
Assisted a healthcare company in evaluating the ability of an HRMS to manage clinical competencies. Assessed the functionality against the business requirements and use cases.
Strategic Planning for Talent Management
Developed a five-year strategic roadmap for the corporate talent management function of a Fortune 500 hospital management company.