Accomplished professional services leader with a diverse industry background and experience leading multi-national teams.
Overview
27
27
years of professional experience
Work History
Vice President, Global Professional Services
Encompass Technologies
04.2023 - 04.2024
Lead all aspects of the global professional services organization (delivery, project management, client engagement, training, change management, technical shared services, managed services) with over 100 concurrent projects that increased revenue by 3x over a 12 month period.
Establish the budget and manage the P&L while often exceeding revenue targets: Q1 2024 - 120% actual to plan, Q2 2024 - 125% forecast to plan with 50% committed backlog.
Develop and execute strategic plans to drive revenue growth, improve operational efficiency, and enhance customer satisfaction.
Implement a methodology and framework that reduced customer time-to-value from 6 month to 6 weeks.
Lead a high-performing organization with over 50 team members consisting of accounting, technical, EDI, implementation, architect, and training consultants with expertise in manufacturing, supply chain, distribution, inventory management, and CPG retail.
Build and maintain strong customer relationships that influenced an increase in CSAT scores and retention.
Drive process improvements and implement best practices to optimize services quality that reduced customer rework by 20%.
Implement a Professional Services Automation (PSA) solution to monitor/analyze operational and board-level metrics that provided enhanced visibility into revenue performance and resource demands.
Senior Director - Professional Services
Planview
08.2011 - 03.2023
Lead an international GEO that produced over 40% of all professional services revenue (largest) with +30% margins
Member of the global professional services' senior leadership team.
Establish and lead the global professional services GSI partner program that established new relationships with Bain, PWC, and Accenture.
Cultivate a high-performing organization consisting of 12-20 (plus contractors and partners) technical, architects, project (PMP), and agile (SCRUM and SAFe) consultants that maintained 60-70% billable utilization.
Define and deliver outcome-focused solutions for global customers across diverse industries.
Reduce the risk in professional services deals by partnering with sales through robust contract negotiations/escalations for RFP's and statements-of-work.
Establish metrics and processes during the presales process that enhanced resource assignments allowing engagements to start two weeks after the deal was closed.
Manage the P&L, budget, and forecast for the GEO.
Partner - Professional Services
Bowline Enterprises
04.2008 - 12.2012
Founder of a consulting firm that provided customers program management, project management, organizational change management, and training services for SAP ERP and other software implementations.
Hands-on delivery leader that actively participated in 3-5 customer engagements while overseeing teams across multiple engagements.
Lead a team of over 30 project manager, change management, and training consultants for a +$200 million SAP implementation.
Establish vendor partnerships to meet resource fulfillment demands.
Senior Program Leader
Countrywide Financial (Bank Of America)
02.2007 - 04.2008
Lead and manage Oracle and PeopleSoft ERP implementations as part of the PMO.
Program Manager
Cardinal Health
04.2005 - 02.2007
Lead and manage SAP ERP implementations as part of the PMO.
Project Manager
Memec (Avent)
01.1997 - 04.2005
Lead and manage JD Edwards implementations and organizational change management initiatives as part of the PMO.
Education
Lean Portfolio Manager; SAFe Agilist (expired)
SAFe
Lean Six Sigma Program Sponsor
George Group
Project Management Professional (PMP - Expired)
Project Management Institute
Bachelor of Arts - Religious Studies
Anderson College
Skills
Methodology, Framework, and Process Optimization
P&L Management
Budgeting and Forecasting
Employee Engagement
Coaching and Mentoring
Program and Project Management
Scaled Agile and PMP
Organizational Change Management
Performance Metrics
Account Management
Customer Partnerships and Rapport
Revenue Growth
Accomplishments
Revenue Growth: Increased revenue by 3x over a 12 month period, consistently exceeding revenue targets.
Team Leadership and Development: Cultivated high-performing global teams that consistently achieved 60-70% billable utilization.
Innovative Solutions: Pioneered unique services that drove additional revenue by 10%, increased margins by 3%, and influenced customer retention of +85%. Implemented a market differentiator methodology and framework to decrease customer time-to-value (6 weeks from 6 months).
Partnerships: Built influential relationships with senior leaders across many of the top Fortune 100 companies. Established GSI professional services partner programs.