WORK SUMMARY
Technically adept software and services Program and Product Manager with two decades of experience specializing in articulation of product vision, strategic planning, governance, implementation, and product launch events for large-scale, intricate, technical solutions. Demonstrated proficiency in guiding cross-functional teams within Agile environments, delivering on time, consistently achieving operational excellence, and driving high stakeholder satisfaction. Skilled in diverse technologies including Acquia, Adobe Experience Manager (AEM), artificial intelligence (AI), Cloud Services, IaaS/PaaS/SaaS, Trust, machine learning (ML), Microsoft 365 and Oracle.
KEY SKILLSETS
· Technical Project Management & Methodologies: Technical Program Management, Agile Project Management, Scrum, Kanban, Software Development Life Cycle (SDLC), Roadmap Planning, Waterfall
· Process & Program Improvement: Process Redesign & Optimization, Metrics & Reporting, Information Governance Policy, Records Management, Artifact Documentation, RFPs, RFQs, SOWs
· Tools & Technologies: Cloud Services, Jira/Confluence, Engineering Operations, Data Security & Privacy, Content Publishing, Portals, eCommerce, Quality Assurance (*see full technology list on last page)
· Requirements & Planning: Business & Technology Requirements, UX/UI, Strategic Planning, Design Thinking, Measure & Impact Tracking, Risk Management, Product Development, Trust, Accessibility, ADA
· Collaboration & Communication: Cross-functional Collaboration, Stakeholder Engagement, Events, Brainstorming, Storytelling, Organizational Change Management (OCM) & Executive Communications
WORK EXPERIENCE
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Sabbatical
Sunnyvale, CA | Apr. 2023 – present
Contract Software Assessments, Technical Sales, & Software Implementation Services
Apr. 2003 - Apr. 2023
Meta - Social Media Technology Services
Technical Program Manager – Contract - | Menlo Park, CA | Apr. 2022 – Apr. 2023
As a Technical Program Manager, I led Meta's Unified External Metrics (UEM) compliance platform development, ensuring standard infrastructure met transparency requirements and customer trust. Fostered collaborative relationships with the XFN engineering team, guiding cross-functional teams in roadmap and goal planning for a standard infrastructure covering data, events, metrics, quality, signals, storage, and compute. Managed scope, scale, and operations for seamless communication and day-to-day support. Achieved program goals, focusing on an ambitious 80% compliance target for 1800 critical metrics by 2024. The Engineering team's TPM survey reflected 100% satisfaction with support meet goals ahead of schedule.
Blue Cross Blue Shield Massachusetts – Health Insurance Technology Services
Technical Program Manager – Contract - | Boston, MA | Aug. 2021 – Apr. 2022
Technologies: Drupal, Aquia, Solar, Coveo, Microsoft Teams, Microsoft 365, Microsoft SharePoint, Zoom
As a Technical Program Manager at BCBSMA, I led a transformative initiative at Blue Cross Blue Shield Massachusetts, replacing legacy systems with a cloud-based infrastructure, achieving a 25% increase in employee tool satisfaction, and cutting costs by 50%. Delivered an improved trust for intranet portal, search, and content publishing toolset, reducing search time by 95% and enhancing content relevancy by 75%.
Intuit – Financial Software Technology Services
Technical Product Manager – Contract - / HR Taxonomy Lead | San Diego, CA | Aug. 2020 – Jul. 2021
Technologies: ServiceNow, Microsoft 365, Microsoft SharePoint, Google Business, Zoom
As a Technical Product Manager at Intuit, served as the HR Taxonomy Lead, working with 300+ experts to create a core HR taxonomy, implemented within multiple systems, to create AI-driven HR services' connecting intelligent data points between content publishing, case management, intranet portals, and search services to predict future risks, manage resources, and proactively address real-time employee needs.
Gap Inc. – Apparel Retail Technology Services
Technical Product Manager – Contract - / Implementation Lead | San Francisco, CA | Sept. 2019 – Jun. 2020
Technologies: Adobe Experience Manager (AEM), Coveo, Teamsite, Google Business, Microsoft Teams, Zoom
Led Gap Inc.'s digital transformation and technology upgrades for intranet, content publishing, and search to support a smooth employee experience during the separation of Gap Inc. into two distinct companies within a 9-month timeline. Successfully migrated from legacy on-premises systems to new cloud service stacks for Gap and Old Navy, then back into one intranet called, “The Thread”, supporting the new remote COVID business model.
Gilead – Biopharmaceuticals Technology Services
Technical Program Manager / Services Implementation Lead – Contract - | Foster City, CA | Jan. – Jul. 2019
Technologies: Microsoft 365 Teams, Microsoft Yammer, Microsoft OneDrive, Microsoft SharePoint, Atlassian Jira / Confluence, Zoom
As Gilead's IT Services Implementation Lead, I spearheaded digital transformation initiatives to launch centralized enterprise cloud collaboration and content management tools within the Microsoft Office 365 suite, aiming to simplify work lives, optimize financial resources, and enhance core business operations.Top of Form
Mercedes-Benz Research & Development North America – Automotive Technology Services
Technical Program Manager & Big Data Architect – Contract - | Sunnyvale, CA | Oct. – Dec. 2018
Technologies: Atlassian Jira, Confluence, GitHub, WebEx
As the Technical Program Manager and Big Data Architect at Mercedes-Benz Research & Development, I successfully spearheaded initiatives to troubleshoot and resolve technical infrastructure issues within a $1 billion technology stack investment to enable real-time, co-development, between 13 global development teams to prepare the first Mercedes-Benz Robotaxi pilot in San Jose within a 12-week timeframe.
Covered California - Health and Wellness Insurance Technology Services
Technical Program Manager – Contract - | Sacramento, CA | Sep. 2017 – Feb. 2018
Technologies: Microsoft 365, Microsoft SharePoint
As the Strategic Planning Lead at Covered California, accelerated employee support for increasing the speed to conversion rate of Obamacare enrollments, by reducing search times for employees to within 10 seconds. Orchestrated a transition to cloud services, implementing a new Microsoft SharePoint portal, content publishing, and search within 6 months.
SmartOakland - Social Impact Smart Cities Technology Services
Technical Program Manager / Technical Product Owner | Oakland, CA | Dec. 2015 – Apr. 2022
Technologies: Amazon Web Services, Microsoft SharePoint, Tableau, Alteryx, Asana, Google Business, Zoom
As Co-founder and Technical Program Manager at SmartOakland, I played a crucial role in conceptualizing, designing, prototyping, piloting, and pitching a revolutionary GPS-enabled social impact data utility to over 600 stakeholders from public, private, and non-profits organizations. This platform integrated historic, live, and user-contributed data incorporating health, housing, climate change, urban fires, gunshots, drones, and crime data. Leveraging radar detection, gunshot detectors, computer vision, license plate readers, AI camera surveillance, IoT infrastructure, and edge computing alerts notified Oaklanders about environmental hazards, empowering them to navigate their surroundings more safely.
Pacific Gas & Electric (PGE) - Natural Gas & Electric Utility Technology Services
Technical Program Manager / IT Solution Architect – Contract - | San Francisco, CA | Apr. 2015 – Jul. 2015
Technologies: Amazon Web Services, Microsoft .NET, Microsoft SharePoint, Python, MATLAB, Bit Stew
As a Senior IT Solution Architect at PGE, led the technical solution definition and transition of the earthquake disaster response system to Cloud Services, encompassing the migration of legacy hardware, systems software, data, and storage. Implemented a robust active/active failover Disaster Recovery plan for earthquake resilience within a 12-week timeframe.
Bio-Rad - Life Science, Research & Clinical Diagnostic Products
Technical Product Manager Bio-Rad.com / eCommerce – Contract - | Hercules, CA | Jul. 2014 – Apr. 2015
Technologies: SAP, Interwoven, Microsoft SharePoint, Oracle, Atlassian Jira / Confluence, WebTrends
Led a Voice of the Customer-focused overhaul of Bio-Rad.com to boost customer satisfaction, sales, and repeat retail business. Conducted in-depth analysis of business, content, and technical systems, streamlining shopping cart experiences, mitigating cart drop-offs, and optimizing checkout and payment processes. Leveraged UX personae to tailor personalized shopping experiences, improving sourcing, interest growth, product pitching, sales closing, customer support, and repeat business incentives.
Oracle – Enterprise Business Software and Hardware
Sr. Technical Sales Executive Public Sector – Redwood City, CA | Aug. 2012-Nov. 2014
Technologies: Oracle WebCenter Portal, Fusion Middleware, Content, Social & Mobile
As a Technical Sales Executive, I owned Public Sector West (AK, WA, OR, CA, ID, and HI) client relationships at state, city, and local agencies and surpassed technical sales quotas by 350% in the first year. Grew existing relationships toward expansion of infrastructure, applications, data, business solutions, and consulting services while sourcing, pitching, and winning net new customer engagement contracts and full product Oracle stack investments.
· FY 2013, President’s Club Member with $150 Million S&L West Public Sector Team, FY 2013, Annual Top WebCenter Sales Representative for Public Sector, FY 2013, Q2 Top WebCenter Sales Public Sector
· Key accounts included Los Angeles Dept Transportation, City of Oakland, State of Oklahoma Dept Public Safety, Washington State Dept Transportation, State of Oklahoma Dept Homeland Security
· Demonstrated expert technical competencies in pre-sales, sales engineering, support for product positioning, builds of materials, program and project plans and cost estimates, creating detailed statements of work, creating resource plans, responding to requests for proposals and requests for information, closing contracts and services opportunities.
Thomson Reuters FindLaw - Publishing
Technical Product Assessment & Selection – Contract - | Sunnyvale, CA | Sep. 2011 – Jan. 2012
Technologies: Adobe Experience Manager (AEM), Microsoft SharePoint, Attivio, Autonomy IDOL
As a Sr. Enterprise Content Management expert, I advised IT leadership in publishing technologies to discover options, assess capabilities, and acquire a new publishing platform for Findlaw.com to enable attorneys and law firms to create their own legal websites within the FindLaw network. Managed multiple vendor proofs of concept and technical bake-offs leading to selection of Adobe Experience Manager (AEM).
Johnson Controls – Multinational Manufacturing & Energy Conglomerate
Technical Program Vision, Assessment, & Selection – Contract - | Milwaukee, WI | Mar. 2011 – Jun. 2011 Technologies: Adobe, Autonomy, Microsoft SharePoint, Attivio, IBM WebSphere, iRise, SOA, WOA
As a future technology advisor, I co-created the CIO’s technical vision and roadmap for, “The Future of Work”, utilizing a $1 Billion technology investment and 75 years of historic and real-time data enabling never-before insights and capabilities for customers, employees, partners, and vendors to work in new ways to grow their global supply chain and partnerships. Future solutions predicted financial impacts of conflicts in the Middle East, increase in global gas prices, disruptions of global supply chains, and emergency response for earthquake and tsunami disasters occurring near critical infrastructure, manufacturing, or research facilities.
Bottom of Form
Pacific Gas & Electric (PGE) - Natural Gas & Electric Utility Technology Services
Technical Product Assessment & Selection – Contract - | San Ramon, CA | Oct. 2010 – Dec. 2010
Technologies: BEA Web Logic, Adobe Experience Manager (AEM), Microsoft, Rich Internet Apps, Java, SOA
As a senior technology advisor, I led an effort to help the portal team quickly investigate presentation layer technologies they could adopt to speed delivery of IT services to business users. This 12-week engagement included educational technology demos, RFP creation for vendors to take part in rapid proofs of concept, vendor product bake-offs, business, and IT process alignment, build vs. buy pros / cons, and final technology recommendations made to the Enterprise Application Strategic Planning and Architecture for purchase.
Roche / Genentech – Biotechnology
Technical Product Manager – Contract - | South San Francisco, CA | Jan. 2010 – Apr. 2010
Technologies: Vignette Portal Web Content Management, Autonomy IDOL Search, OpenText LiveLink, Jive
As a Sr. Enterprise Content Management expert, I worked with Genentech’s Commercial Portal Team to determine vision, strategy, information access and search, content integration requirements, business collaboration opportunities, and social media tools to drive secure, profiled content through the portal and iPhone applications. Prepared for Proofs of Concept, vendor pilots and demos, technology reviews, and determined a methodology for proving cost benefits associated with adoption of Web 2.0 technologies.
Cisco – Telecommunications Technology Services
Technical Product Manager – Contract - | San Jose, CA | Sep. 2009 – Dec. 2009
Technologies: Liferay Portal and Alfresco Enterprise Content Management
As a Sr. Enterprise Content Management expert, I collaborated with product teams, User Experience Design, and ECM IT to shape the vision, strategy, and business transition options for the new employee Intranet and Liferay collaboration platform for 120,000 employees. The objective was to combine semantic web, social networking, and rich presence capabilities to surface contextually relevant social and formally managed enterprise content to individual users, in context of their work processes. This first-ever combination of informal and formal content mapped together enabled personalized, actionable, information experiences.
Network Appliance (NetApp) – Network Storage
Technical Product Manager – Contract - | Sunnyvale, CA | Jul. 2009 – Sep. 2009
Technologies: Oracle 11g, Oracle WebCenter, Oracle Universal Content Management, Search
As a Sr. Enterprise Content Management expert, I initiated, designed, and helped develop the Enterprise Content Management and Search Program at NetApp to support business rollout of the full Oracle 11g product stack. In my role at NetApp, I spearheaded the initiation, design, and development of the Enterprise Content Management and Search Program. This initiative was integral in supporting the business rollout of the full Oracle 11g product stack.
California Public Employees Retirement Systems (CalPERS) - State Employee Pension Fund
Enterprise Architect - Contract – Sacramento, CA Jun. 2008 – Apr. 2009
Technologies: 2500+ including Oracle 10g portal, BEA WebLogic Portal, Microsoft SharePoint
In my role as a Sr. Enterprise Architect, I conducted a thorough assessment of 2500+ products in the CalPERS technology product catalog. This involved measuring them against the Enterprise Content Management lifecycle model and the TOGAF model to identify gaps or redundancies in business capabilities coverage, ensuring strategic technology investments aligned with organizational objectives and optimizing costs.
· Established and operationalized internal Enterprise Architecture (EA) consulting service offerings tailored for EA team members, equipping them with the necessary skills to engage business users effectively. The focus was on driving the adoption of catalog technologies and enhancing business operations. The initiative aimed to empower EA team members, enabling them to coach business owners to operate with greater autonomy and reduced dependence on IT. This strategic approach was instrumental in elevating the technical proficiency of the EA team.
Genentech – Biotechnology
Technical Product Manager – Contract - South San Francisco, CA | Dec. 2007 – Apr. 2008
Technologies: LiveLink Enterprise Document Management, Microsoft SharePoint, and Vignette Portal
In my role as a Sr. Enterprise Content Management expert, I led an effort to define and document requirements for complex Quality Assurance Controlled Documents creation, management, change control, and historic traceability for the enterprise. I co-created and authored business processes, business requirements, functional, technical, and document taxonomy requirements for this regulated Document Management (DM) system to manage documents being used for the highly regulatory drug safety submission process. The project included defining a method and process to inventory, migrate, and retire the legacy Quality Assurance Document Control system and workflows migrate 1 million documents into the new DM.
Electronic Arts - Multimedia & Graphics Software, Video Games
Technical Product Manager - Contract – Redwood City, CA, Sep. 2006 – Dec. 2007
Technologies: Microsoft SharePoint, iRise, Java, SOA
In my role as a Technical Product Manager, I worked with the Director Anti-Piracy and game disk Mastering Labs to automate EA’s home-grown intellectual property management system used to assign game versions to specific game testers, burn secure copies onto DVD or Blu-ray, and disallow copying or distribution beyond each individual tester. The initiative required mapping and documenting technically complex, intricate, and process-heavy instructions to confirm the current then future state of people, process, and technologies. I managed all aspects of the business, functional, and process requirements, project plans, development phases, resource management, status, and reporting to executives through successful waves.
BEA Systems / Plumtree Software - Business Middleware, Software & Services Company
Managing Principal, San Francisco, CA – Apr. 2005 – Sep. 2006
Technologies: Plumtree Software Suite, BEA AquaLogic Suite
In my role as Managing Principal, I led enterprise portal software professional service deployments with Fortune 1-500 corporations ensuring successful rollouts of multi-year, $5-20 M+ portal programs. I initially focused on reviving failed or stalled implementations to engage the customer, bring them back to the portal, launch high-value business solutions, and drive user adoption to improve customer satisfaction toward more professional services in each client installation. I then focused on developing professional service offerings to prepare customers up front to avoid common pitfalls experienced by stalled or failed customers and found great success honing these toolsets. Improved customer satisfaction and higher user adoption drove an increase in customer referrals and requests for more licenses and more professional services.
· Created 30+ new professional services offerings to improve customer satisfaction and expand existing service client base while pitching service engagements during pre-sales for new software clients.
· Trained 130+ consultants how to pitch, sell, resource, and deliver services into existing accounts and grow new accounts which increased quarterly services by 75% over three quarters.
· Key accounts included growing one US Navy client into the entire North American US Navy network, Defense Finance Accounting Service (DFAS), Exxon Mobil, Amgen, and Turner Construction
Northrop Grumman Mission Systems - Aerospace Defense and Security Technology Services
Portal Architect, Camarillo, CA Jul. 2004 – Jul. 2006
Technologies: Plumtree Portal, Plumtree Content Management, Plumtree Collaboration Microsoft SharePoint Portal, OpenText LiveLink, BEA WebLogic portal
In my role as Portal Architect for the US Navy, I co-authored the Next Gen Navy product roadmap, business feature sets, security matrixes, user experiences, training programs, and change management with the Port Hueneme Naval Sea Systems Command (NAVSEA) Knowledge Manager to connect sea services with engineering services in-situ. I elicited functional, technical, collaboration, and content requirements through workshops with Navy base users and created proofs-of-concept for dozens of dynamic portal communities. I co-created the Navy taxonomy, information governance model, federated search, and education programs and defined migration plans for decades of content to be made accessible onshore via devices and at sea.
Amgen – Biotechnology
Technical Product Manager – Contract – Thousand Oaks, CA | Jul. 2002 – Jul. 2004
Technologies: Plumtree Portal, Plumtree Content Management, Plumtree Collaboration, Documentum
In my role as Portal expert, I worked with Global Drug Safety executive leaders, business SMEs, Corporate Communications, and IT to create the first Global Drug Safety collaboration portal to connect 13 global office locations and multi-lingual employee to share drug safety labeling processes, regional regulatory policies, and to grow community between global office locations. I interviewed and gathered detailed business and functional data requirements, designed the content taxonomy for use in Documentum, developed content with regional SMEs, and trained new content creators to maintain the collaboration portal. Aligned closely with Amgen IT to follow enterprise IT standards, policies, processes, procedures, and best practices.
INDUSTRIES
Aerospace, Application Software, Biotechnology, Business Software & Services, Business Process Management, Communications, Content Management, eCommerce, Defense, Education, Energy & Petrochemical, Entertainment, Food Products & Manufacturing, Government & Defense Administration, Government & Pension Funds, Information Technology, Knowledge Management, Law Enforcement, Military, Multimedia & Graphic Software for Video Games, Music, Networking and Communications Systems, Pension Funds, Portals, Software Development & Professional Services, Technology & System Software (Virtualization)
CLIENTS
Allergan, Amgen, BEA Systems, Bio-Rad, Blue Cross Blue Shield Massachusetts, Boeing, California State Automobile Association (CSAA) Insurance Group, California Public Employees Retirement System (CalPERS), Cisco, Covered California, Defense Finance & Accounting Service (DFAS), Electronic Arts (EA), Exxon Mobil, Gap Inc., Genentech, Gilead, Hitachi, Intuit, Johnson Controls, LA Dept Transportation (LADOT), Mercedes-Benz Research & Development North America, National Institute of Standards & Technology (NIST), Network Appliance (NetApp), Northrop Grumman, Oakland Dept Transportation (OAKDOT), Oklahoma State Dept Public Safety (OKDPS), Oracle, Pacific Gas & Electric, Plumtree Software, Roche, Thompson Reuters FindLaw, Turner, US Navy, VMWare, Washington State Dept Transportation (WADOT)
TECHNOLOGY IMPLEMENTATIONS
· AI and Machine Learning: AI Chatbots, Artificial Intelligence (AI), Generative AI, Machine Learning (ML), Natural Language Processing (NLP), Pattern Recognition
· Cloud Services: Amazon Web Services (AWS), Google Cloud Platform (GCP), Microsoft Azure
· Communication & Collaboration: Adobe Experience Manager (AEM), Atlassian, Intranet, Microsoft Office 365 Cloud Services, Microsoft SharePoint, Microsoft Teams, Microsoft Yammer, Slack
· Content Management Systems (CMS): Acquia, Adobe Experience Manager (AEM), Documentum, Drupal, Microsoft SharePoint, OpenText TeamSite, Oracle Universal Content Management (UCM), Oracle WebCenter, Records Management, Stellent, Vignette, Web Content Management (WCM)
· Development Tools, Methodologies & Frameworks: Adobe XD, Agile, Americans Disabilities Act (ADA), Confluence, DevOps, Figma, Jira, Mural, SDLC, Scrum, Slack, TOGAF, UAT, Waterfall, Web 3.0
· Infrastructure & Computing: Compute, CPU, GPU, Infrastructure, IoT, Edge, LoRaWAN, Storage
· Search & Analytics: Alteryx, Attivio, Coveo, Google Search Appliance (GSA), Splunk, Tableau
· Security & Privacy: Data Security, General Data Protection Regulation (GDPR), CCPA
EDUCATION & CERTIFICATIONS
Enterprise Content Management Master Certification, Association Images Information Management
Bachelor of Fine Arts Degree, Multidisciplinary, School of the Art Institute of Chicago