With a strong background in custom application development, digital transformation, ERP implementations, and stakeholder management, I bring expertise in risk management, team building, and resource optimization. As a certified Scrum Master, Project Manager, Product Owner, Six Sigma Black Belt, OKR-certified, and Kanban practitioner, I possess a versatile skill set across both technical and business domains. I have successfully led cross-functional teams, mentoring them to align with business objectives and consistently deliver projects on time. My proactive approach to assessments and risk mitigation in financial and statistical departments ensures smooth project execution. Additionally, my ability to manage change in a dynamic global business environment showcases my adaptability and leadership.
Work History
PMO & PROJECT MANAGEMENT FRACTIONAL CONSULTANT
ClarityBold.com
Sep.2019 - Current
PMO Assessment & Evaluation: Spearheaded comprehensive assessments of PMO structures, identifying critical improvement areas and implementing strategies that boosted efficiency and alignment with organizational objectives
Process Improvement: Drove development and implementation of streamlined processes, reducing project cycle times by 15% and improving team collaboration, ensuring the consistent delivery of top-tier project outcomes
Improved project delivery timelines and reduced costs by 15% through targeted PMO process enhancements
Advised senior leadership on PMO setup and optimization, enabling a 20% increase in project success rates through customized, best-practice-driven governance frameworks.
SENIOR PROGRAM MANAGER
Synoptek, LLC
Apr.2021 - Aug.2024
Service Delivery Excellence: Spearheaded the successful delivery of professional services projects, ensuring project management governance, methodologies, and quality standards
Collaborated closely with practice directors and project managers to optimize resource allocation, resulting in a 25% improvement in client project onboarding and 30% reduction in delivery bottlenecks
Operational Efficiency Gains: Delivered key insights on weekly and monthly revenue trends by analyzing Planned vs
Forecasted Revenue against Actuals, achieving a 50% increase in revenue forecasting accuracy
Conducted comprehensive resource utilization reviews, gap analysis, and health assessments for projects across Digital Customer Experience, Digital Enterprise Applications, Cloud and Infrastructure, and PMO practice groups
Streamlined execution and project flow processes leading to a 50% boost in overall efficiency
Team Leadership and Development: Nurtured high-performing teams by coaching Practice Directors and executive leaders, resulting in a 35% increase in team collaboration and performance
Fostered a culture of accountability, and continuous improvement
Mentored team members to enhance their skills and advance their professional growth in project management
Performance Optimization and Reporting: Designed and implemented KPIs and OKRs resulting in a 40% increase in reporting accuracy
These efforts drove measurable improvements in service quality and operational effectiveness across multiple practice areas.
DIRECTOR, Professional Development and Education
CIVIL AIR PATROL, United StatesAir Force Auxiliary
Dec.2008 - May.2024
Rank: MAJOR
Organize professional development training workshops by providing courses in Squadron Leadership School, and Corporate Leadership Course curriculum
Streamline training operations allowing senior member staff to sign up for training from quarterly training to monthly training by 50%.
Keep California CAP Wing and Group 7 commander informed of accomplishments, problems, and degree of compliance with regulations and other directives through observations, inspections, mission reports and department staff meetings, South Coast Group 7: Los Alamitos 150 Squadron Commander– Air Search and Rescue JFTB; Homeland Security Officer; Government Affairs, Personal Officer, Recruitment and Retention
SENIOR PROCESS IMPROVEMENTS PROJECT MANAGER
Quest Diagnostics, QHC
Nov.2020 - Apr.2021
Optimized Business Processes: Overhaul business workflows for QuestHealthConnect channel programs, achieving 20% increase in operational efficiency and 15% reduction in process redundancies
Directed enterprise-wide process documentation and review efforts, improving clarity by 40% and reducing review cycles by 20%
Improved Data-Driven Decision Making: Collaborated with Reporting and Data Management teams to implement process improvements and infrastructure enhancements, boosting reporting accuracy by 25%
Delivered regular project updates to management, ensuring 100% alignment with priorities and meeting all timing targets.
PROGRAM/PROJECT MANAGER, Data Management, Raiser
Public Media Group (PMG SoCal) PBS SoCal, KCET,
Oct.2019 - Aug.2020
, Orchestrated a successful implementation of CRM, ’s Edge Next Generation SaaS, coordinating cross-functional teams across departments and vendors
Improved cross-functional collaboration by 20%, leading to seamless system launch
Optimized vendor integration with Raiser’s Edge, overseeing budgets and schedules for 3rd party solutions such as Luminate/Omatic, Frakture, LKA, and Microsoft
This resulted in 15% reduction in integration time and 10% decrease in overall costs
Streamlined end-to-end system deployment, organizing User Acceptance Training, Data Validation Rounds, and End-User Training, increasing team efficiency by 25%
Successfully delegated key tasks, achieving 95% on-time system implementation.
SENIOR SCRUM MASTER /PROJECT MANAGER
Experian, Caspex Consulting
Mar.2019 - Aug.2019
Agile Transformation and Governance: Spearheaded Agile project management within the PMO, driving a 30% improvement in project delivery speed and a 25% increase in team efficiency
Actively shaped PMO governance and coached program managers, product owners, and scrum teams, resulting in a 40% adoption rate of best practices, leading to higher quality and more consistent project outcomes
Optimized Development Efficiency: Implemented advanced methodologies including BDD, FDD, TDD, CVD, and embraced Continuous Integration, Continuous Testing, Pairing, and Automated Testing, reducing development cycle times by 35% and improving code quality by 20%
Coordinated cross-functional teams to successfully deliver portal and pipeline service applications, enhancing resource coordination by 30%
Enterprise Infrastructure and DevSecOps Initiatives: Delivered high-profile, client-facing projects such as AWS EMR migration, S3 integration, and DevSecOps innovation, improving infrastructure performance by 15% and boosting client satisfaction by 20%
Leveraged tools like JIRA, Confluence, and Kanban to enhance process visibility, leading to a 25% increase in workflow transparency across projects.
AGILE PROJECT MANAGER
Pacific Life Aliso Viejo, Beacon Hill Technologies
11.2018 - 01.2019
Project Tracking and Budgeting: Streamlined the successful implementation of JIRA TEMPO Timesheets and Budget add-ons, improving project tracking and budget accuracy by 25%
Facilitated JIRA Core Teams to prioritize IT business requests, resulting in a 20% reduction in request backlog and improved alignment with business objectives
Agile Transformation: Coached project managers through the transition from Waterfall to Agile ceremonies, leading to a 30% increase in project delivery speed and improved team collaboration
Collaborated with senior management to identify pain points in the SDLC and JIRA workflows, re-engineering business processes to achieve a 25% increase in overall process efficiency.
SENIOR SCRUM MASTER/PROJECT MANAGER
McGraw Hill Education, Beacon Hill Technologies
07.2017 - 11.2018
Revitalized Core Architecture & Optimized SDLC Workflow Overhaul of a legacy core architecture into the modular ALEKS E-Commerce system, reducing system downtime by 40% and increasing operational efficiency by 30%
Streamlined SDLC workflow and Scrum ceremonies, which resulted in a 30% reduction in development cycle time, and a 20% increase in the quality of deliverables
Leadership & Coaching: As Project Manager and Scrum Master, driving a 50% increase in team member productivity and a 35% improvement in project delivery timelines and plans
Provided coaching to over 10 Scrum Masters and business units, boosting cross-team collaboration by 25%
Advanced Agile Practices: Implemented Feature-Driven Development (FDD) within an Agile/Scrum framework, introducing Continuous Integration and Automated Testing
This enhanced code quality and deployment speed, reducing defects by 45% and increasing deployment frequency by 50%.
Kelley Blue Book /Cox Automotive, Beacon Hill Technologies
Oct.2016 - Jul.2017
Program Operations & Risk Management: Assess program-level processes to ensure identify operational gaps and risk management, and resulting in a 40% improvement in delivery team efficiency and a 35% reduction in operational risks
Agile Transformation & Program Management: Provided leadership to seven Scrum teams on an Agile Release Train, overseeing Kelley-Blue's web-based systems and portals
Successfully integrated social media platforms (Facebook, Twitter, LinkedIn, Roku) with the system, boosting user engagement by 50%
Agile Practices & PI Planning: Drove the transition from waterfall to a scaled Agile approach using SAFe 4.0, achieving a 45% increase in delivery speed
Coordinated Program Increment (PI) planning and implemented SAFe methodologies, resulting in a 30% improvement in alignment across multiple teams.
SENIOR PROJECT MANAGER
Experian Consumer Systems, Sharp Decisions, Inc
Feb.2016 - Sep.2016
Program Management & Agile Transformation: Successfully ensured end-to-end delivery of strategic programs, driving a 40% improvement in project completion timelines by transitioning teams from waterfall to Agile methodologies
Improving cross-team communication by 25% and reducing project delays by 20%
Project Delivery Excellence: Led the implementation of Test-Driven Development (TDD), Feature-Driven Development (FDD), and Client-Value Development (CVD) approaches, resulting in a 30% enhancement in project quality and efficiency
Delivered high-impact projects, including www.CreditScoreCard.com for Discover, and multiple other production applications, exceeding client expectations.
SENIOR PROGRAM MANAGER
LIFESCRIPT, LLC
Aug.2015 - Feb.2016
Platform Redesign & Business Operations Leadership: Spearheaded redesign of key web product lines, including "TheCuteKid.com" and "CanvasPeople.com," resulting in 35% increase in user engagement and 25% boost in revenue
Communication & Risk Management: Managed internal and external communications, leading to 40% improvement in project transparency and 30% reduction in risk-related issues
Process Improvement & Best Practices Exploration: Explored and integrated best practices across business units, achieving 20% enhancement in overall project delivery and ensuring consistent alignment with strategic objectives.
Enhanced team collaboration by implementing agile methodologies for better project execution and adaptability.
IT DEVOPS / PRODUCTION SUPPORT PROJECT MANAGER
Guthy-Renker, LLC
Jul.2013 - Aug.2015
Project Success & Change Control Efficiency: Led sprint ceremonies—planning, reviews, retrospectives, and stand-ups—ensuring Agile/Scrum project success with a 50% increase in Change Control efficiency through an optimized JIRA workflow
Optimized Supply Chain Operations: Managed end-to-end product supply chain, including production, inventory, and distribution, achieving a 98% on-time delivery rate and improving overall operational efficiency
Implemented Robust Issue Resolution & Process Improvements: Established a root cause mitigation process with comprehensive documentation and developed SOPs and best practices incorporating Feature-Driven Development, enhancing issue resolution and process effectiveness.
VICE PRESIDENT PROGRAMS
Homeland Security Foundation of America, HSFA
Sep.2008 - Jan.2015
Grew active volunteer teams to over 500 members and increased Congressional District offices' nationwide presence from less than 10% to 35% through strategic partnerships and negotiations
Developed and Implemented Key Applications: Created the "Ruby-Watch Report Suspicious Activity" web and mobile application, improving information sharing between law enforcement and security firms
Governance & Community Programs: Delivered comprehensive training and mentoring to corporate Board Members, improving governance practices by 70%, and collaborated with local and state representatives to launch security and community awareness programs, significantly advancing community betterment efforts.
SENIOR PROJECT MANAGER, EDI MANAGER
The Word & Brown Company
Dec.2012 - Jun.2013
Companies
Spearheaded the management of EDI implementations and created a CRM system (Dynamics CRM) for health insurance exchanges, resulting in a 80% increase in new EDI trading partners for health care enrollments in Nevada and Florida, in support of the Affordable Care Act (ACA).
PROGRAM/PROJECT MANAGER
Sererra Consulting Group, LLC
10.2010 - 09.2012
CRM and E-Commerce Implementations: Redesign of websites and integrated third-party vendors (NetSuite), resulting in a 35% improvement in system efficiency and a 25% increase in customer engagement
Customer Assessments & Solution Delivery: Conducted comprehensive customer assessments and identified process gaps, delivering tailored NetSuite-based solutions that improved operational workflows by 40% and resulted in a 98% customer satisfaction rating
Vendor Coordination & Department Management: Oversaw vendor activities, scope management, and data migration, while establishing and managing Professional Services and Product Support departments both domestically and internationally
This alignment and management led to a 20% reduction in project costs and ensured adherence to budgetary constraints.
SENIOR PROJECT MANAGER
Fireman’s Fund Insurance (SPIRE SYSTEMS Inc.)
Novato, CA, CA
07.2006 - 02.2007
Instrumental in organizing a cross-functional team of over 20 internal taff, offshore personnel, and third-party vendors (IBM & Accenture) to gather requirements and map disparate Personal and Casualty systems for migration into an Enterprise System data warehouse (WebSphere). Maintained leadership and oversight of all task activities, ensuring seamless collaboration.
Achieved 40% performance in the creation and approval of Use Cases, Business Impact Analysis, and QA/UAT Testing plans. Conducted comprehensive reviews of state regulations and policies, providing a thorough gap analysis to ensure compliance and operational efficiency.
PROJECT MANAGER
Others
04.1994 - 01.2006
Project Manager, Crystal Dynamics, Inc. Menlo Park, CA
Project Manager, Creative Wonders, Inc. Menlo Park, CA
Project Manager, Zowie Entertainment, San Mateo, CA
Senior Project Systems Consultant, Central Garden and Pet, Lafayette, CA
Senior Systems Consultant, PMI Mortgage Insurance, Inc, San Francisco, CA
Senior Project Manager, Benefit Consultants, Inc, Redwood City, CA
EDI Communications Manager, Louie-Vuitton/Moet Hennesey (LVMH), San Francisco, CA
Senior Project Manager, DHL International Airways, San Mateo, CA
Director, Application Development, Ensight Communications, Inc.
Operations Director, RBS Properties LLC,
Project Manager, Geo-Logistics Anaheim CA
Project Manager, SAFECO FIS, Tustin, CA
Product Project Manager, SITE126, Tustin, CA 04/2005
ERP Project Manager, Blue Sky, The Color of Imagination,Tustin, CA,
Project Lead, LAN International, Aliso Viejo, CA
Education
Technical Degree - Computer Information Systems And Design
BRYMAN INSTITUTE
San Francisco, CA
1982
Skills
Continuous Improvement
Team Leadership & Development
Program and Project Management
Client Engagement Management
Strategic Planning
Process Improvement
Project Leadership
Effective Communication
Performance Tracking
Project Planning
Issue Resolution
Employee Management
Product Life Cycle Management
Idea Development and Brainstorming
Team Collaboration
Adaptability and Flexibility
Resource Allocation
Accomplishments
Overall Accomplishments:
Led multiple professional services projects, optimizing resource allocation by 25% and reducing delivery bottlenecks by 30%. Enhanced operational efficiency by 50% across key practice groups and improved revenue forecasting accuracy by 50%. Streamlined workflows to increase efficiency by 20% and reduce redundancies by 15%, while directing enterprise-wide process documentation efforts that improved clarity by 40% and shortened review cycles by 20%.
Drove Agile adoption within the PMO, boosting project delivery speed by 30% and team efficiency by 25%. Coached teams and Scrum Masters, achieving a 40% adoption of best practices and delivering more consistent project outcomes. Modernized legacy systems to cut downtime by 40%, reduce development cycle time by 30%, and enhance deliverable quality by 20%.
Conducted comprehensive customer assessments to identify process gaps, implementing tailored solutions that improved operational workflows by 40% and achieved a 98% customer satisfaction rating. Strengthened engagement through strategic partnerships, growing active volunteer teams to over 500 members and increasing nationwide presence from less than 10% to 35%.
AUTHORED BOOKS https://amazon.com/author/lloydb
AUTHORED BOOKS: Leading Virtual Teams – Strategies for Remote Project Management
AUTHORED BOOKS: Eisenhower Matrix
AUTHORED BOOKS: Team Building – Building Agile Teams That Deliver
AUTHORED BOOKS: Lead to Inspire – Inspiring Others to Follow Your Lead
AUTHORED BOOKS: The Introvert Project Manager
AUTHORED BOOKS: Gen Z Rising – Leadership Strategies for Managers
AUTHORED BOOKS: Breaking the Burnout Cycle
Certification
CPOKR: Certified Professional OKR (Objectives & Key Results) #: 07211689514573
Technical Program Manager (AI-Driven Health Research Accelerator) at Providence Health SystemsTechnical Program Manager (AI-Driven Health Research Accelerator) at Providence Health Systems