My Resume

Client: Covalon Technologies Ltd., Toronto, ON

Role: Fractional COO

Duration: 12 Months

The goal of the assignment was to overlook the operational functions of business and streamline process flows across the organization including creating a strategy execution framework, demand planning, operations and manufacturing workflows and developing an enterprise technology strategy. I also managed the Microsoft Dynamics Business Central ERP & CRM implementation project with  Financials, Sales, Operations & Manufacturing.

Client: Infinite Investment Systems, Toronto, ON

Role: PMO Consultant

Duration: 4 Weeks

Infinite Investment Systems is a leading solution provider in the discretionary wealth management space. The goal of the project was to understand and identify areas of improvement in the current operational processes and organizational climate in terms of morale, culture, values, titles and role definitions.

The scope of the project included:

• Assessment of operational processes from pre-sales to delivery and customer service.

• Strategy one pager and mission, vision and values development

• Functional and organizational structure, titles, roles and job descriptions review.

• Designed, planned, setup and managed a scalable and consistent project delivery and governance framework with over a $35M portfolio, across the enterprise (multiple business units) and scaled up the PMO to double the size to a team of twenty (20) in the first year.

• Led and facilitated the Scaled Agile Framework (SAFe) initiative globally including the current state assessment, process definitions, rollout planning and post roll out engagement program.

• Set up the Integration Management Office (IMO) with processes and templates to manage integration of Mergers and Acquisitions (M&A) and led the planning and execution of two (2) acquisitions in the first year.

• Designed, planned and setup a centralized IT department supporting the enterprise (700 employees across 3 different continents) including developing vision, goals, structure and plans encompassing workplace IT functions and enterprise application design, deployment & management.

Strategy Execution & PMO

• Facilitator of the Canada leadership team leading the development planning and execution of the 5-year strategy by establishing a project delivery and governance framework linking strategy with execution.

• Established and managed a new PMO for Canada while partnering with corporate PMO in the US and was able to create a more simpler and robust delivery framework to meet both local and corporate needs.

• Led an enterprise change management program including developing the vision, mission, strategic pillars and goals with the executive team.

• Led the Mergers and Acquisitions (M&A) Project team in Canada and integrated the patient recovery business in Canada, a $6.1 Billion global acquisition by Cardinal Health.

E-Commerce & Enterprise Systems

• Managed the B2B & B2C eCommerce businesses and established Cardinal Health as a leader in the Canadian digital healthcare space. Launched the B2B eCommerce site on the HCL Commerce (formerly IBM web commerce) platform and a successful pilot B2C site in Ontario on the “Shopify” platform in 2019.

• Managed enterprise applications including ERP (JD Edwards etc.), CRM (Salesforce), Warehouse Management System (AIMS), Transportation Management System (Tecsys), EDI, etc.

• Introduced and implemented ‘Agile’ (Scrum, Kanban) methodologies in technology and non-technology settings.

• Established and evolved a Project Management Office (PMO), aligning and implementing project delivery and governance framework aligned with Scaled Agile Framework (SAFe).

• Managed a $30M portfolio of multiyear transformational initiatives, including multi-year strategy planning, annual business planning, project management and technology operational management across the breadth of the Global Technology Services & Solutions group (GTSS).

• Championed Agile transformation by building a team of ‘Agile’ coaches and Scrum Masters for the student lending portfolio.

Strategy Execution & PMO

• Responsible for execution of the organizational strategy by connecting the strategic pillars and goals with projects.

• Established the Project Management Office (PMO) and implemented the Open Agile methodology.

E-Commerce & Enterprise Systems

• Managed a team of 40 including development, QA, PMO & customer support teams.

• Led the implementation of NetSuite ERP system including financials and CRM, increasing the system adoption from 40% to 90%.

• Conceived and led a digital transformational program, TNG (the Next Generation) to revamp the technology stack of the product offering at Workopolis.

• Implemented and championed ‘Agile’ (Scrum) and revamped and relaunched the B2B eCommerce site.

• Established a Project Management Office (PMO), responsible for creating, implementing and managing a project management methodology (processes, best practices, tools, and templates) across the organization to deliver repeatable results.

• Delivered over 20 high-profile ERP implementation projects in supply chain management, logistics, distribution, warehouse management and manufacturing space with a special focus in the areas of Export Packing for automotive sector.

• Managed complete business process transformation projects for various supply chain, logistics and distribution companies.

• Managed organizational change with large organizations and acted as the change management champion, overseeing the day-to-day running of the organization post implementation.

• Managed the Customer Success team with a goal to ensure our customers maximize the value they get out of their investment in PdMAIN’s software solutions and to build deep and trusted stakeholder relationships. The scope of this role included all of our enterprise customers, across all verticals in the Americas and EMEA regions. Also worked closely with company leaders in sales, product, marketing and finance to ensure strong alignment across our company.