JOSEF W. SPENCER
Grapevine,Texas
Summary
A proven digital transformation executive with over 25 years of experience, a deep understanding of the business, and a certified project management professional (PMP) to grow the digital efficiency of organizations by perfecting and integrating multiple core processing systems with upstream and downstream systems, implementing planned incremental improvements, continuously innovating, data governance, and modernizing the technology and security infrastructures for resilience of business processes. A collaborative leadership style fosters ongoing team learning. It enables a transformational culture that seeks the highest level of engagement from executives, physicians, cross-functional experts, and other stakeholders to build the consensus required for successful change to meet today's and tomorrow's opportunities.
Overview
39
39
years of professional experience
1
1
Certification
Work History
Sr. Vice President & Chief Information Office (CIO)
Wise Health System
02.2016 - 12.2023
- Led cross-functional information systems staff; six direct reports
- Developed internal digital innovative remote monitoring solutions from ideation to go-to market
- Produced yearly capital and operating budgets
- Participated in strategic planning with senior executives and BoD
- Implemented advanced cybersecurity technologies and governance
- Created and participated in Information Systems Governance, Enterprise IS Governance, Continuous Improvement, and physician advisory structures
- Maintained close partnership with the chief privacy officer to safeguard patient and staff data
- Developed and insured a continuous evolution of the enterprise data warehouse for data and analytics across the enterprise
- Developed & managed Project Management Office
- Implemented an average of 75 continuous improvements into the EMR developed in-house, which were outside the yearly vendor improvements
- Implemented data warehouse for clinical and revenue cycle reporting to enable innovative predictive algorithms models to enhance discharge planning, supply chain par-levels, and market growth strategy
- Led EMR succession selection program and completed implementation, reducing the number of department-based medical records
- Led transition of enterprise systems, including the electronic medical record (EMR), enterprise resource planning (ERP) systems from on-premises to Microsoft Azure Cloud
- Led ERP migration to Info/Lawson systems
- Yearly assessed and remediated security risk assessments inclusive of bio-medical penetrations
- Led Unified Communication as a Service selection project and completed implementation
- Ripped and replaced infrastructure to improve reliability, redundancy, and resilience.
Interim Chief Information Officer
Wise Health System
08.2015 - 02.2016
- Completed an enterprise information system (IS) assessment
- Developed IS governance structure
- Developed and negotiated enterprise EMR (acute and ambulatory) selection and procurement process
- Implemented project management office structure
- Improved vendor response to system issues
- Provided change control leadership
- Reviewed and approved all computer-related contracts, past and current.
Director of Applications
PMT Executive
03.2014 - 02.2016
- Facilitated and supported the Project Management Office initiatives
- Managed functional project management staff
- Managed vendor relationships for contracted services
- Facilitated the organization achieving Meaningful Use Stage 1 Year 2 and Meaningful Use Stage 2 Year 1
- Managed financial analysis of five-year cost proposals for Electronic Medical Record succession project
- Provided Change Control leadership
- Reviewed 340B contract to determine viability.
Director of Information Technology - Equity Position
Bellwether Associates
12.2011 - 02.2014
- Partnered in the development of a new patient product line called Early Detection Intervention via Cellular Technology (EDICT) to remotely monitor chronic and poly-chronic patients
- Established patient account extractions (HIPAA 837s) process to analyze payer payments and denials (HIPAA 835s) for hospital clients
- Negotiated and managed vendor contracts
- Established security policy and procedures for start-up firm
- Served as Security and Privacy Officer
- Implemented cloud services for all administrative functions and technologies to support business continuity
- Developed and managed the Project Management Office to support internal and external projects
- Managed cost-saving project for a large health system: saved over $2 million annual spend.
Assistant Vice President - Revenue Cycle Management - Technology system development
Genpact
01.2011 - 12.2011
- Designed, developed, and implemented a technical solution to support an end-to-end revenue cycle outsourcing vertical.
- Led technical design of a state-of-the-art integrated revenue cycle system.
- Established electronic data interchanges with hospitals to manage bad debt collections.
- Managed consultant engagement, providing technical acumen.
- Supported technical initiatives for Walgreens’ operations.
Outsource Executive, Site Director/Site CIO
McKesson Corporation
07.2009 - 01.2011
- Managed dual operating and capital budgets (McKesson and Grand River Hospital).
- Developed information technology and telecommunication strategies.
- Led major enterprise-wide strategic technology projects, called GRAND: entire upgrade of all McKesson applications (including PFM, PMM, STAR, HSM, PHS, HOE, HMM, HED, HLAB, HBB, HBI, Business Objects, Linux migration, Citrix infrastructure, Electronic documentation (HED) redesign.
- Investigated cloud computer strategy for the enterprise.
- Provided leadership in a regional health information exchange organization.
- · Managed project interdependencies through the Program Management Office and IS Project Governance Committee
- Completed over 50 medium to large projects within a 12-month period (August 2009-July 2010)
- Established periodic one-on-one meetings with senior administrative and clinical leadership.
Senior Consulting Manager
IMA Consulting
11.2006 - 10.2008
- Provided project management services for Albany Medical Center, NY (651 licensed beds and two acute care facilities), one of New York’s largest teaching hospitals; and Albany College (one of the nation’s first private medical schools) implementing Citrix, standardizing end use desktop, completing computer asset inventory, and establishing standing operating procedures.
- Provided project management services for Geisinger Health System, PA (868 licensed beds (three acute care facilities and 600 employed physicians), designing, implementing, and integrating account follow-up workflow with Siemens Invision, IDX Flow cast, and Ontario’s Artiva.
- Established multi-hospital extractions of patient accounts and payment information for a combined business office to automate account receivable workflows.
- Assessed Call Center structure for St. Vincent Health System, IN (17 acute care ministries).
- Strengthened Project Management Office by service line and project methodology.
Chief Information Officer
University of Toledo / Medical University of Ohio
07.2005 - 10.2006
- Led technology, business, academic clinical direct reports and cross-functional departments of 59 FTEs.
- Led the top strategic objective of the health system: a $16 M multi-year digital campus project: partnering with GE Centricity, Misys Vision, and McKesson Horizon to improve competitiveness and patient education.
- Improved communication, quality project delivery and management to executive leaders, physicians and end-users through the implementation of a Project Management Office.
- Implemented standards for risk management, quality control, vendor management and Microsoft Project Server to manage programs and projects efficient use of Information System human and financial resources.
- Appointed by the president of the university to chair the 18-member Executive Steering Committee, making strategic decisions, approving project budgets and managing competing initiatives.
- Increased revenue for the College of Nursing by $800,000 (projected) annually through development of a business case; purchased and implemented WebCT (e-learning system) to administer online education classes.
- Developed Information Technology five-year strategic plan for four colleges with six initiatives.
- Consolidated Information Technology resources from non-technology departments to improve delivery of customer services.
- Procured GE Centricity PACS; started implementation process.
- Developed Information Technology five-year strategic plan for four colleges with six initiatives.
- Consolidated Information Technology resources from non-technology departments to improve delivery of customer services.
- Procured GE Centricity PACS; started implementation process
Principal
Phoenix Health Systems
11.2000 - 07.2005
- Led the PMO for East Jefferson General Hospital, LA implementation of an enterprise-wide Oracle installation of $40 Million Millenium solution
- Completed HIPAA transactions for North Broward Hospital District self-funded Health Plan.
- Completed HIPAA transaction assessments for the State of Hawaii MEDQUEST Division
- Led Prince William General Hospital, VA Phase II Meditech implementation projects
Senior Consultant
MC Informatics / Intec
01.1993 - 11.2000
- Managed the Meditech implementation projects for Wadley Regional Medical Center, TX.
- Designed conversion process and managed testing methodology to ensure A/R balancing and validation of Multi Patient Index conversions for Wadley Regional.
- Managed the IT operations for Hays Medical Center and Great Plains Health Alliance, KS (rural Kansas CHIN):
- As Interim CIO for Strategic Medical Systems, AZ (an entity within Carondelet Health Network), for a tartup management service organization Healthcare Payor, providing vast technical and management expertise; enhancing relationships; and ensuring system integration with payers, physicians, and patients:
- Project manager for Genesis Health System, IO (three acute care hospitals and skilled nursing facility), Y2K assessment, remediation, and testing
Chief Information Officer
Hialeah Hospital
09.1991 - 01.1993
- Spearheaded comprehensive process improvement projects designed to improve employee relations and retention; and to enhance operations through increased computer competency and training, improved technology, system reliability and data integrity.
- Increased computer competency hospital-wide through effective implementation of comprehensive end-user training programs, increased technology usage and improved system reliability.
- Expanded patient access through effective implementation and upgrade of viable information systems under stringent budgetary constraints.
- Managed programming, telecommunication and operation staff (22 FTEs, three managers, two clinicians).
- Provided leadership, integrative management and direction for shared information systems; performed strategic planning activities and budgeting for IT projects.
Assistant Director
Washington Adventist Hospital
05.1985 - 09.1991
- Led the implementation of the hospital's first hospital information system from admission to discharge, emergency room nursing documentation to admission nurse documentation, and order entry, charge posting, and results reporting.
- Managed the programming and system operation staff.
Education
Ph.D. - Business Administration And Management
Johnson & Wales University
Providence, RI05.2023
MBA - Business Administration
University of Maryland - University College
Hyattsville, MD12.2002
Bachelor of Science - Accounting
Washington Adventist University
Takoma Park, MD08.1981
Skills
- Corporate presentations
- Strategic plans
- Stakeholder engagement
- Operations Management
- Corporate Communications
- Data analytics & reporting
- Change Agent
- IT Management
- Financial Management
- Cybersecurity efficacy
- Infrastructure modernization
- Organizational transformation
- PMO efficacy
Achievement Summary
- Consolidated enterprise core processing systems from six down to one customer relations management system used by hospital, ambulatory clinic providers and staff, which resulted in increased and unified digital experiences of end-users and customers.
- Presented project successes, timelines, and other critical Information Technology (IT) updates frequently to the executive suite and Board of directors (BoD).
- Executed IT strategic program, called Harmony.
- Expanded the number of ambulatory clinics to 60 locations
- Fostered collaborative leadership style that enabled ongoing team learning , enhanced a transformational culture that helped to build consensus required implement changes
- Chaired the Board's quarterly Data Governance & Cybersecurity sub-committee, a component of risk management strategy.
- Developed an innovative in-house solution from ideation to go-to-market strategy.
- Completed selections and implementations of enterprise-wide core processing systems with data conversions and integration with upstream and downstream systems.
- Migrated legacy data center to Microsoft Azure, containing over 50 Terabytes.
- Instituted table topic discussions with the c-suite, BoD representation, and top operational middle-leaders to discuss the responses to a potential ransomware situation to elevate the organization's resilience.
- Transitioned to Microsoft 365 for cybersecurity (XDR e.g. Endpoint, DLP, etc.) and office suites (Teams, Word, PowerPoint, Outlook, Excel, SharePoint, OneDrive, Project, Visio, etc.) solutions to improve business resilience.
Education Certifications
- Doctor, Business Administration, Johnson & Wales University, Providence, Rhode Island, 2023, Influence of an Enterprise Social Network on a Learning Organization, 2023. A mixed-method exploratory intervention sequential deductive study.
- Master, Business Administration, University of Maryland University College, Adelphi, Maryland, 2002
- Bachelor of Science, Accounting, Washington Adventist University, Tacoma Park, 1981
Certification
- PMP Certification, 2006, Project Management Institute
- Certified Lean Six Sigma Green Belt, 2020, Six Sigma Global Institute
Administrative Summary
Microsoft Office Proficiency - Word, PowerPoint, Excel, Outlook, OneNote, Teams, SharePoint, Project, Vizio
Professional Affiliation
Project Management Institute, 12/2006, Present, President, 2012, Vice President, 2011, Director of Membership, 2008-2010
Timeline
Sr. Vice President & Chief Information Office (CIO)
Wise Health System
02.2016 - 12.2023
Interim Chief Information Officer
Wise Health System
08.2015 - 02.2016
Director of Applications
PMT Executive
03.2014 - 02.2016
Director of Information Technology - Equity Position
Bellwether Associates
12.2011 - 02.2014
Assistant Vice President - Revenue Cycle Management - Technology system development
Genpact
01.2011 - 12.2011
Outsource Executive, Site Director/Site CIO
McKesson Corporation
07.2009 - 01.2011
Senior Consulting Manager
IMA Consulting
11.2006 - 10.2008
Chief Information Officer
University of Toledo / Medical University of Ohio
07.2005 - 10.2006
Principal
Phoenix Health Systems
11.2000 - 07.2005
Senior Consultant
MC Informatics / Intec
01.1993 - 11.2000
Chief Information Officer
Hialeah Hospital
09.1991 - 01.1993
Assistant Director
Washington Adventist Hospital
05.1985 - 09.1991
Ph.D. - Business Administration And Management
Johnson & Wales University
MBA - Business Administration
University of Maryland - University College
Bachelor of Science - Accounting
Washington Adventist University
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