Case Studies

Government Central Bank

Architected additional extensions and upgrades to the Federal Reserve Bank of Philadelphia’s (FED) Collateral Management System and led a large team in enhancing, upgrading, and improving quality and security efforts in the aftermath of 9/11 terrorist threats.
Directed a multi-cultural team in support of FED application upgrades during the 2008 financial crisis to extend and enhance interfaces, application performance, financial risk analysis, and integration upgrades.
Created the FED CMS application that is still vigorously used which serves as the infrastructure piece supporting the current debates about countercyclical capital buffers and the public real-time payment system.

$400 Million Private Equity owned chemical company
Legacy converted SAP solution had been implemented and outsourced to one of the big firms
Service was poor, costs were high
Brought outsourced business processes in-house
Moved them to a right size second tier outsource firm
Annual savings of over $10 million with improved performance

$800 Million hospital and medical center
The client was struggling to achieve the benefits of a recent ERP SaaS implementation
Conducted an assessment and optimization project
Reduced manual work effort
Standardized and streamlined business processes
Eliminated accounts payable errors, created high-value analytics to monitor inventory, reduced workflow errors, and automated report distribution

$150 Million medical services company
Transformed a $5 Million biometric testing company into $150 Million Covid Testing and Vaccination company in two months
Sat in interim leadership roles as CTO, Executive Counsel, CFO, Data Analytics and Operations
Streamlined business processes
Developed business tools
Developed technology solutions
Implemented Cybersecurity
Replaced QuickBooks with NetSuite

$1 Billion Technology Company
Brought in to assess and aid company in completion of a merger followed by a split into a Products company and an Intellectual Property Company
Coordination of multiple towers of work with multiple outsourced service providers
Decommissioning of SAP and replacement with NetSuite

$200 Million Financial Institution
Brought in to assess implementation completeness, create a roadmap, and then complete the implementation
Successful on-time go-live
Automated 90% of millions of daily transactions
Reduced month-end close by 30%

$29 Billion accounting, audit and consulting firm
Were moving from internal support to outsourced support and needed to implement security controls
Implemented data privacy/masking, database activity monitoring, and privileged user authentication solutions
Completed 2 weeks early, 20% under budget, securing 18 major applications in 14 weeks.
Estimated $20B in data protection provided

$100 Million Dollar Marketing and Digital Services firm
Brought in to solve for failing platform development project
Complete business process and road mapping transformation to get IT and the business leadership focusing on same targets and goals.
Complete removal and replacement of entire IT department to better align with future goals
Asked to stay on as interim CTO to shepherd program to completion

$750 Million Private Equity owned Global Logistics company
Asked by PE ownership to manage Complete Business Process Transformation program
Filled the role of IT Chief of Staff to enable complete IT transformation from legacy personnel and systems to digital and data focused organization including complete iron to cloud transformation on global scale
Program managed design and move into new corporate headquarters

1 Billion dollar global showpiece data center company
Revamped ITSM Service Now Project including removal of poorly performing vendors while putting project back on time and on budget.
Asked to step in and redo business process and organizational layout for European division including an assessment of infrastructure and engineering organization

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