Project portfolio

Enterprise Implementations & SaaS Solutions

Enterprise platforms and global programs led from strategy and vendor selection through implementation, adoption, and operational readiness.

HCM Implementation: RFP & Vendor Selection

June 2024 – May 2025 | Team of 30 across HR, Finance, Payroll, and IT | RFP, requirements workshops, RAID, RACI, stakeholder management

Led the selection phase for a unified Human Capital Management platform to replace six legacy systems spanning core HR, payroll, benefits, recruiting, learning, performance, absence, and time tracking.

500+ requirements consolidated
12 vendor demos facilitated
90%+ alignment on vendor shortlist
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Leadership & execution

  • Directed the full RFP lifecycle, from requirements through vendor evaluation and scoring.
  • Aligned 30 cross-functional stakeholders around system capabilities, compliance, and future-state needs.
  • Prepared executive materials supporting vendor selection and investment decisions.

Challenge

The organization lacked a shared view of future HR operations at the start of vendor selection.

Resolution

Facilitated future-state planning and process-mapping workshops to create alignment across HR, Finance, Payroll, and IT.

iOS Mobile App Launch

December 2020 – June 2022 | Team of 84 across business, technology, and vendors | Agile, Jira, MS Project, vendor and budget management, UAT/E2E

Led the end-to-end launch of the organization’s first customer-facing iOS application to strengthen engagement, loyalty, and digital revenue.

85K first-year downloads
$2.6M first-year revenue
4.9-star App Store rating
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Leadership & execution

  • Managed Agile delivery across more than 80 stakeholders and vendor partners.
  • Led feature prioritization, RFP, vendor selection, contracting, design, integrations, testing, and launch readiness.
  • Coordinated training, marketing, and Apple App Store submission across internal teams.

Challenge

The mobile experience needed to integrate seamlessly with a loyalty program being developed at the same time.

Resolution

Brought loyalty requirements into the development cycle early and used sprint planning to keep features and dependencies aligned.

Marxent SaaS Implementation

September 2021 – March 2023 | Team of 28 across Creative, Proposals, IT, and Contracts | Hybrid delivery, Wrike, SharePoint, UAT/E2E, vendor and budget management

Replaced unsupported 3D proposal software with a scalable enterprise platform that reduced manual handoffs and strengthened reliability.

$70.8K under implementation budget
$48.7K annual savings
8,320 hours saved annually
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Leadership & execution

  • Directed implementation, SSO integration, testing, training, and transition planning.
  • Established core documentation, governance, scope, milestones, and cross-functional ownership.
  • Managed vendor agreements, issue resolution, and evolving business requirements.

Challenge

The vendor had been selected without documented requirements or clear business ownership.

Resolution

Established governance, re-engaged business stakeholders, and introduced MVP scoping to create a credible path to go-live.

Global Expansion Initiative

November 2022 – July 2024 | Team of 30 across China, Hong Kong, Finance, HR, Legal, Talent, IT, and Contracts | Program governance, RAID, RACI, ROI, global cross-functional execution

Established business entities in China and Hong Kong, transitioning employees from a third-party employer of record to direct employment while strengthening regional capability.

98% employee retention
$450K annual savings
Legal entities established in China and Hong Kong
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Leadership & execution

  • Defined the program structure and led four cross-functional workstreams.
  • Directed entity setup, banking, HR infrastructure, regulatory approvals, workforce transition, and employee communications.
  • Maintained steering committee visibility through RAID, ROI, and executive reporting.

Challenge

Entity formation and employee transfer involved complex regulatory, passport, visa, and operational barriers.

Resolution

Partnered with legal counsel and global operations leaders to manage filings, streamline workflows, and resolve employee transition constraints proactively.

NetDocuments Implementation

January 2021 – April 2022 | Team of 10 across Legal, HR, and IT | SaaS implementation, RFP, budget management, UAT/E2E

Replaced outdated document systems with a secure, centralized platform supporting legal compliance, document retrieval, and retention policies.

Delivered 50% under budget
257 hours saved annually
Stronger privacy and document controls
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Leadership & execution

  • Led requirements, vendor evaluation, demonstrations, and contract negotiation.
  • Directed discovery, design validation, configuration, testing, rollout, and support transition.
  • Created end-user training for Legal and HR adoption.

Challenge

The solution needed to satisfy privacy and document-retention requirements while remaining usable.

Resolution

Configured built-in retention capabilities and access controls to strengthen compliance and audit readiness.

DocuSign Implementation

July 2022 – May 2023 | Team of 28 across Vendor Management, IT, HR, and executives | SaaS implementation, stakeholder management, UAT/E2E

Implemented DocuSign across internal and external workflows to enable secure e-signatures, reusable templates, centralized access, and SSO-enabled authentication.

100% of target teams transitioned
Secure SSO and permission-based access
Reduced manual routing and administration
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Leadership & execution

  • Assumed leadership after vendor selection and established charter, RAID, ROI, RACI, and closeout documentation.
  • Managed technical setup, scope, testing, rollout, timeline, and support handoff.
  • Partnered with Learning & Development on phased end-user training.

Challenge

The implementation had to balance security requirements with ease of use across diverse departments.

Resolution

Applied granular permissions and SSO while pairing the controls with targeted training and onboarding.

Intranet Screen Optimization Initiative

October 2023 – January 2025 | Team of 15+ across IT and business units | Wrike, requirements workshops, testing, stakeholder management

Streamlined the IT intranet after SAP S/4HANA go-live by consolidating outdated screens, improving navigation, and shifting legacy data sources to SAP.

252 screens reduced to 110
56% reduction in screen inventory
Lower ongoing support dependency
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Leadership & execution

  • Audited more than 250 screens and facilitated decisions to retire, modify, or recreate content.
  • Managed milestones, testing, defects, and emerging requirements in Wrike.
  • Coordinated business and IT validation to protect accuracy and continuity.

Challenge

Teams lacked clarity about which screens remained in use after SAP go-live, creating duplication and frustration.

Resolution

Conducted structured reviews, documented decisions, and categorized screens as go-forward, legacy, or deprecated for phased execution.

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