IT Org Transformation – Public Utility Company

Challenge: The utility’s IT operations were fragmented, with overlapping roles, siloed departments, and inconsistent delivery processes.

Solution: Conducted stakeholder interviews and a PCT readiness assessment. Led the development and execution of a reorganization strategy, including creation of a centralized PMO, role realignment, and a department-wide communication campaign.

Outcome:

• Unified three major IT divisions
• 150+ staff reassigned or hired into new roles
• PMO activated and managing enterprise-wide delivery

Retail Digital Product Launch – Omnichannel Fulfillment

Challenge: Launching BOPIS, ship-to-store, and ship-from-store required a new digital toolset for fulfillment.

Solution: Led product management of a mobile solution. Coordinated agile delivery, UI/UX, training, and backend systems integration.

Outcome:

• Successful launch in retail stores
• Increased fulfillment accuracy and speed
• Improved customer experience

Supply Chain Security Transformation – Major Retail Brand

Challenge: Lacked visibility into high-value shipments from overseas factories to domestic distribution centers, leading to losses and delivery delays.

Solution: Led a global program to implement GPS-based Track and Trace for supply chain shipments originating in China and Vietnam. Developed the end-to-end security process, coordinated pilots across logistics partners, and advised on TAPA-compliant standards.

Outcome:

• Recovered $10M in high-risk inventory
• Reduced theft and delay incidents across international lanes
• Built real-time monitoring infrastructure integrated with logistics systems

Legacy System Modernization & Cloud Migration

Challenge: Aging on-prem systems posed security and performance risks.

Solution: Assessed platforms, defined a phased cloud architecture, and migrated critical services.

Outcome:

• 6 public services migrated with no disruption
• Hosting costs reduced by 45%
• Improved uptime and responsiveness

Alteryx Cloud Migration & Licensing Optimization

Challenge: On-prem analytics tools created performance bottlenecks and licensing inefficiencies.

Solution: Migrated Alteryx to a cloud platform, developed training, and streamlined licensing.

Outcome:

• Reduced software costs by 20%
• Improved analytics workflow execution
• Enabled broader data access across teams

Tech Modernization Strategy – Major Footwear Brand

Challenge: Legacy software and staffing contracts limited innovation and ROI.

Solution: Evaluated systems and licensing, developed modernization roadmap, and guided vendor negotiations.

Outcome:

• $10M in cost savings within 6 months
• Transitioned to scalable cloud platforms
• Reduced redundancy and improved delivery outcomes

Cybersecurity Tool Assessment, Incident Response Playbook & Training

Challenge: The organization faced inconsistent cybersecurity practices, unclear incident response procedures, and underutilized tools across departments.

Solution: Conducted a full assessment of existing cybersecurity tools to evaluate effectiveness, overlap, and gaps in coverage. Developed a comprehensive incident response playbook to guide technical and business teams through various threat scenarios. Facilitated tabletop simulations with leadership to stress-test response readiness, and delivered tailored training to ensure organization-wide alignment with updated protocols.

Outcome:

• Improved effectiveness and alignment of cybersecurity tools across the enterprise
• Incident response playbook adopted as standard operating procedure
• Increased organizational readiness and reduced response time through live simulations and staff training

Information Security Trust Center – Autodesk

Challenge: Internal stakeholders lacked clarity on security expectations and incident protocols.

Solution: Designed and launched an interactive Trust Center with training and policy documentation.

Outcome:

• Reduced response time for internal incidents
• Increased policy compliance across departments
• Improved audit-readiness

Vendor Selection & Contracting Optimization

Challenge: Needed objective evaluation of vendors and contracts for benefit services.

Solution: Drafted RFI/RFPs, facilitated scoring, and advised on negotiation points.

Outcome:

• Selected high-value vendor
• Achieved 20% savings
• Aligned contracts with strategic goals

Independent Vendor Evaluation – Clark County, Nevada

Challenge: Complex RFQs required unbiased support in scoring and vendor review.

Solution: Evaluated proposals across managed services, cybersecurity, and professional services.

Outcome:

• Transparent, defensible selection process
• Contracts aligned with long-term delivery goals
• Built trust with oversight bodies

Objective Oversight – Multi-Year Statewide Project

Challenge: Implementation slipping out of scope and over budget.

Solution: Delivered IV&V including milestone tracking, QA audits, and compliance reviews.

Outcome:

• 95% of deliverables back on track
• Closed three critical compliance gaps
• Improved trust in vendor performance

All Payer All Claims Automation – Oregon Health Authority

Challenge: Workflow inefficiencies hindered issue resolution and reporting.

Solution: Implemented Smartsheet dashboards for project intake, escalation, and cross-team tracking.

Outcome:

• 50% faster intake and approvals
• Improved visibility for leadership
• Decreased reliance on email and spreadsheets

Institutional Benchmarking – Oregon State Hospital

Challenge: Needed performance benchmarks to guide staffing and compliance strategy.

Solution: Compared to peer institutions, conducted operational assessments, and provided recommendations.

Outcome:

• Supported new staffing model
• Delivered evidence-based recommendations
• Influenced long-term planning

Power BI Data Governance & Visualization – Clackamas County

Challenge: The County’s legacy systems lacked a unified data structure, making it difficult to access consistent insights across departments.

Solution: Conducted a full assessment of existing data workflows and governance practices. Developed a Power BI solution to consolidate data sources, apply logic-based transformations, and visualize key metrics related to benefits, operations, and funding. Provided hands-on support to help departments interpret and act on insights.

Outcome:

• Established a scalable data governance framework
• Modernized legacy data infrastructure for cross-departmental use
• Delivered interactive Power BI dashboards that improved decision-making and transparency

Strategic Assessment – Oregon Hospital Consortium

Challenge: Needed a multi-site workforce and compensation evaluation.

Solution: Conducted data analysis and executive interviews; delivered a legislative strategy report.

Outcome:

• Strategy adopted into 2024 legislative plan
• Strengthened collaboration across hospitals
• Informed funding and staffing proposals

M&A Transition Strategy – Cambia Health Solutions

Challenge: Cambia needed to divest two business units while maintaining operational continuity and shared service access.

Solution: Led multiple workstreams including data mapping, system transition planning, and executive reporting. Built visual dashboards to track key performance and operational indicators throughout the transition.

Outcome:

• Seamless transition of key shared services
• New business units operational within 90 days
• Maintained continuity and compliance throughout

Custom Data Integration & Reporting Tools

Challenge: Post-divestiture operations required integrated, real-time data visibility.

Solution: Led data integration efforts and built Power BI dashboards to track outcomes and inform decision-making.

Outcome:

• Ensured accurate data handoff
• Enabled executive-level performance tracking
• Supported compliance and transparency