Business Optimist • Technology Realist • Old School Values

Portfolio Category: Professional Services

IBM

(2011) 6mo engagement, owned repeatable packaging strategy,execution, and delivery for first productized service that complemented the existing product lines with deep focus on legal spend management and business intelligence using IBM Cognos. Recognized additional pipeline opportunities resulting in incremental revenue impact of 5% annually
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Fannie Mae

(2011) 6mo engagement, owned repeatable packaging strategy,execution, and delivery for first productized service that complemented the existing product lines with deep focus on legal spend management and business intelligence using IBM Cognos. Recognized additional pipeline opportunities resulting in incremental revenue impact of 5% annually
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Merrill Lynch

(2008)12mo engagement, lead analyst and solution architect for national rollout of legal spend management (500 seats) with deep focus on automated billing validation and adjustments to improve approval workflow efficiency.
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Citigroup

(2010) 12mo engagement, subject matter expert and solution architect for global rollout of legal spend management (across all EU countries) with focus on VAT Tax compliance using credit notes. Built requirements through orchestration of Citigroup business and accounting users along with 3rd party firms (law firms and local tax authorities).
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