Change Management Lead: 2022
Recreational Equipment, Inc. (REI)
- Launched REI’s first organizational change management office (OCM) to provide training and consultative services in support of building change management capability across the co-op
- Partnered with strategic transformation management office, learning & development, and HRBP to develop governance, frameworks, training, and standardized change tools
- Supported co-op-wide transformation initiatives by leading change management efforts, including stakeholder discovery and analyses, change readiness assessments, developing communications and engagement plans, and creating change training playbooks
Labor Rates Study: 2021
Client: Multinational Professional Services Network
- Determined client’s cost competitiveness and performed research and analysis to assess how labor rates impacted win rates
- Large-set data analysis: Reviewed labor rates and costs for resources across two peer sets and four geographies to identify the onshore and offshore mix of roles, skills, and contract contribution for a set of specific roles in the client’s subject area
CX Strategy and CMS Procurement SOW: 2021
Client: County Utilities Agency
- Developed and conducted Visioning Workshops to clarify and refine Customer Experience (CX) vision and goals for the new content management system (CM)S and website redesign
- Conducted a CX Management Maturity Assessment, complete with recommendations and a CX Strategy roadmap
- Refined Personas and Use Cases for the client’s public website
- Developed a detailed Statement of Work to be inserted into the client’s solicitation package to procure a CMS System Integrator
Election Management System Procurement: 2021
Client: Large County Election Jurisdiction
- Conducted a comprehensive Market Scan to identify feasible solutions for the client’s needs
- Identified sourcing options and developed a decision-making framework for selecting sourcing options
- Performed an alternatives analysis for sourcing options identified
- Developed a sourcing strategy, inclusive of a detailed timeline and recommended team structures
- Structured and tracked all solicitation package components, including the development of RFP with response templates
Financial Accounting Systems Requirements and Procurement Support: 2020
Client: Large County Election Jurisdiction
- Applied a human-centered design approach in gathering and creating requirements as well as communicating process pain points to potential financial system integrators
- Built personas, journey maps, and client-specific business capability model
- Aided with the creation of a complete solicitation package including the detailed statement of work
IT Staffing Assessment and Benchmark: 2020
Client: Legislative Technology Agency
- Received grant funding approvals for additional resources
- Performed quantitative and qualitative research to gather insights into the client’s operating model, work culture, priorities, and customer expectations
- Formulated a robust and data-driven case for the client to present a staffing budget request to legislative supporters
Program Risk Assessment: 2020
Client: State Employment Department (State Undisclosed)
- Performed discovery analysis by reviewing extensive and highly-detailed state documentation and facilitating stakeholder interviews to document a holistic view of the client’s program
- Conducted assessment to highlight risks and considerations related to the planning, management, and execution of the client’s program
- Documented detailed findings and recommendations in accordance with the mutually agreed-upon risk assessment framework
IT Organizational Assessment: 2020
Client: County Utilities Agency
- Developed and implemented a skills maturity assessment pilot program for the client’s IT Division
- Produced a custom-tailored survey based on specific client needs and ongoing initiatives
- Created process and set of materials for the program on a repeatable basis which involved a train-the-trainer playbook, communications templates, survey templates, and a full data analysis workbook
Voter Registration Assessment and RFP Development: 2020
Client: Secretary of State Office (State Undisclosed)
- Analyzed and documented the current state processes of the State Voter Registration System, including detailed workflows regarding pain points and enhancement opportunities for the County Elections Offices
- Collected system and business requirements and generated use cases for the future-state system
- Supported the RFP development and procurement strategy for the selection of a State Voter Registration System
2020 General Elections Support: 2020
Client: Large County Election Jurisdiction
- Performed analysis and created data reports and dashboards for executive teams
- Communicated and assisted the elections operations teams in various areas of election operations and reporting
- Rendered logistical support for mobile centers, vote-by-mail drop sites, and early voting periods
IT Organization and Talent Assessment: 2020
Client: North American Medical Group
- Studied organizational challenges and gaps between the IT division and the enterprise business priorities
- Conducted analysis of skills, competencies, and succession readiness of the IT Leadership Team through documentation, research data, client data, and leadership interviews
- Handled and addressed gaps in both talent planning and organizational structure through the preparation of an actionable list of recommendations
CITO Focus Groups: 2019
Client: Global Professional Services Firm
- Planned and implemented a proof-of-concept program that involved training internal resources, conducting focus groups, and facilitating repeatable and systematic analysis
- Pioneered the Focus Group Moderator Training Program to gather the first round of feedback on overall technology experience levels of satisfaction with both device and application technologies
Learning and Development (L&D) Strategy: 2019
Client: Biotech Company
- Performed organizational development intervention with Global Learning and Development Team on role clarification, content guidelines development, internal team structures identification, and knowledge transfer model establishment
- Interfaced with key stakeholders to conduct interviews and facilitate focus groups for data collection, thematic coding, and primary research analysis
- Took charge of identifying common themes and assessing current and internal portions for learning and development (L&D) strategy
Enterprise Resource Planning (ERP) Implementation: 2018
Client: Robotics Technology Company
- Managed all aspects of enterprise resource planning (ERP) implementation project from requirements gathering to the system go-live date
- Obtained, recorded, and monitored business requirements while streamlining business processes and administering data migration efforts
- Directed and supported system integrator and internal teams to achieve a successful system implementation with EDI integration within the specified budget
DE&I Data Analysis Strategy: 2018
Client: Global Software Company
- Rendered support to Project Team in the creation of a promotional parity data analysis approach
- Determined data capture, data analysis, and indications of possible disparity issues
Growth Strategy: 2018
Client: Philanthropic Funding Network
- Performed extensive research and provided recommendations to monetize offerings and enhance membership packages
- Developed mock-up marketing materials and a playbook for a Masterclass program
- Formulated cost structures in accordance with peer research and client offerings