Functional Skills
Operational Efficiency
Process Design / Re-engineering
Program Management
Project Management
Statistical Analysis
Operational Transformation
Robotic Process Automation
Machine Learning
Artificial Intelligence
Business Analysis
Change Management / Org Design
Data Analysis
Software Skills
Microsoft Office
Microsoft Visio
SPSS
Microsoft Excel
Microsoft PowerPoint
Certifications
CLSSBBCertified Lean Six Sigma Black Belt
CLSSMBBCertified Lean Six Sigma Master Black Belt
PMPProject Management Professional
Sector Experience
Business Services
Financial Services
Healthcare
Technology
Telecom
Languages
English
Countries Worked In
AU CA CN CH USCase Study
Case Studies
Acquisition Integration Improvement - The Critical Path to Orderability & Supply Chain Readiness
Technology
Process Design / Re-engineering
Program Management
Project Management
Order - to - Cash Process Optimization
Telecom
Process Design / Re-engineering
Operational Due Diligence
Operational Transformation
Improving the Customer Experience
Consumer Goods
Behavioral Analytics
Customer Experience
Data Modeling
Notable Clients
Banner Health
Cisco Systems
Cognizant
Oneok
PricewaterhouseCoopers (PwC)
Experience
The Performance Management Group LLC
Other
Lean Six Sigma Master Black Belt Trainer and Instructor
1/2011 - Present
For TPMG's Lean Six Sigma Black Belt Certification Program in Digital Transformation.
• Provide online course previews to potential lean six sigma black belt candidates and corporate clients.
• Conduct online class orientation outlining the program of study and program expectations.
• Online live instruction via Zoom, Microsoft Teams and Adobe Connect online classrooms.
• Research, write, edit and update course manual.
• Conduct online workshops in quantitative & process analysis, project management and program management.
• Proctor and grade digital lean six sigma black belt certification examination.
• Provide live certification project coaching and master black belt mentoring.
• Provide program management mentoring and coaching of black belt certification and digital transformation projects.
• Serve as corporate program manager and continuous improvement advisor.
• Digital Lean Six Sigma Certification: https://www.helpingmakeithappen.com/digitalsixsigmablackbelt.html
• Provide online course previews to potential lean six sigma black belt candidates and corporate clients.
• Conduct online class orientation outlining the program of study and program expectations.
• Online live instruction via Zoom, Microsoft Teams and Adobe Connect online classrooms.
• Research, write, edit and update course manual.
• Conduct online workshops in quantitative & process analysis, project management and program management.
• Proctor and grade digital lean six sigma black belt certification examination.
• Provide live certification project coaching and master black belt mentoring.
• Provide program management mentoring and coaching of black belt certification and digital transformation projects.
• Serve as corporate program manager and continuous improvement advisor.
• Digital Lean Six Sigma Certification: https://www.helpingmakeithappen.com/digitalsixsigmablackbelt.html
The Performance Management Group LLC
Management Consulting
Process Automation & AI Transformation | Change Management Consulting
5/2006 - Present
* Partner with senior leaders and lead client teams to transform business operations
* Establish a governance strategy, structure, and procedures for Transformation Management Office (TMO)
* Conduct process interviews and observations to develop process models
* Plan, schedule and conduct process transformation workshops
* Use design thinking to create end-to-end future state processes and operating models with a focus on ROI
* Conduct business case analysis of transformation solutions using NPV, ROI, IRR and Payback Period financial models
* Digitally transform processes with Robotics Process Automation (RPA), Machine Learning and Artificial Intelligence (Authorized Partner - UI Path Agentic Automation and IBM watsonX)
* Establish and maintain change management framework.
* Lead, and govern change management initiatives through to full adoption.
* Process Automation and AI Transformation Services: https://www.helpingmakeithappen.com/processtransformation.html
* Automation and AI Demonstration: https://www.helpingmakeithappen.com/rpademo.html
* Change Management Certification: https://www.helpingmakeithappen.com/change-management-ocm.html
* Establish a governance strategy, structure, and procedures for Transformation Management Office (TMO)
* Conduct process interviews and observations to develop process models
* Plan, schedule and conduct process transformation workshops
* Use design thinking to create end-to-end future state processes and operating models with a focus on ROI
* Conduct business case analysis of transformation solutions using NPV, ROI, IRR and Payback Period financial models
* Digitally transform processes with Robotics Process Automation (RPA), Machine Learning and Artificial Intelligence (Authorized Partner - UI Path Agentic Automation and IBM watsonX)
* Establish and maintain change management framework.
* Lead, and govern change management initiatives through to full adoption.
* Process Automation and AI Transformation Services: https://www.helpingmakeithappen.com/processtransformation.html
* Automation and AI Demonstration: https://www.helpingmakeithappen.com/rpademo.html
* Change Management Certification: https://www.helpingmakeithappen.com/change-management-ocm.html
Countrywide Financial Services
Management Consulting
Vice President of Continuous Improvement
4/2003 - 5/2006
* Led the Insurance Group’s Center of Excellence
* Trusted advisor for strategy deployment and operations improvement
* Partnered with senior leaders and key stakeholders to define strategic priorities and improvement goals
* Facilitated and implemented strategic initiatives
* Designed and implemented performance improvement solutions
* Trusted advisor for strategy deployment and operations improvement
* Partnered with senior leaders and key stakeholders to define strategic priorities and improvement goals
* Facilitated and implemented strategic initiatives
* Designed and implemented performance improvement solutions