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
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.
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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
Led the end-to-end launch of the organization’s first customer-facing iOS application to strengthen engagement, loyalty, and digital revenue.
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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
Replaced unsupported 3D proposal software with a scalable enterprise platform that reduced manual handoffs and strengthened reliability.
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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
Established business entities in China and Hong Kong, transitioning employees from a third-party employer of record to direct employment while strengthening regional capability.
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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
Replaced outdated document systems with a secure, centralized platform supporting legal compliance, document retrieval, and retention policies.
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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
Implemented DocuSign across internal and external workflows to enable secure e-signatures, reusable templates, centralized access, and SSO-enabled authentication.
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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
Streamlined the IT intranet after SAP S/4HANA go-live by consolidating outdated screens, improving navigation, and shifting legacy data sources to SAP.
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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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