PROFESSIONAL CHRONOLOGY

Klein Consulting Group LLC, PA (2001 - Present)

• Managed the delivery of a $12 million regulatory portfolio, including submissions assembly and publishing, protocol authoring, document management strategy, content migration, financial disclosure and platform upgrades.
• Applied an optimized process for creating the global IS network remediation roadmap and implementation plan for a Fortune 500 pharmaceutical company as part of a $120 million global conformance project (over $20 million IS remediation budget) with over 70 sites in 60 countries. This was a multi-vendor project.
• Executed the responsibilities of cutover program manager for an enterprise ERP/HCM portal going live in 24 time zones to 64,000 users in 84 countries and 10 languages.  Included working with multiple vendors, business partners and internal teams and ensuring the go-live processes were ready for day one activities.
• Leveraged a tailored process for creating the enterprise information strategy for a Fortune 500 pharmaceutical company that included industry best practices and a roadmap for consolidating nearly 20 business critical information repositories (Documentum) with over 50 integrated systems, over 10 million documents, and competing business drivers in over a dozen countries. 
• Led the team applying a streamlined process for developing the Basic Research Enterprise Architecture Roadmap that spanned over 400 systems and over 100 business and technical capabilities,
• Led the integration of SAP, Documentum and First Docs for a top-10 pharmaceutical company that involved multiple internal teams, business partners and vendors.
• Provided strategic evaluation of emerging technology to a Fortune 100 healthcare insurance company, including: e-commerce, RFID, enterprise CRM, enterprise mobile computing, self-service, security, business intelligence, application architectures, and enterprise knowledge and content management.
• Developed the enterprise content management strategy for a Fortune 100 healthcare insurance company that included content as a service (SOA), document management, records management, messaging, scanning, collaboration, digital asset management, digital rights management, and other information content areas for both unstructured and structured information.
• Created the enterprise transactional Web self-service strategy for a healthcare insurance company with over 6 million customers and 100-250,000 Web hits per day, that included industry best practices, addressed security and privacy needs, focused on customer self-service with provisions for employee self-service, and included features such as interactive text chat, Web-page co-browsing and measurements for self-service adoption.
• Provided Web content management system product evaluation and business case for chemical supplies distributor with $1 million per day in Web sales that supported 17 languages and 21 countries.
• Provided technical leadership to a Fortune 500 pharmaceutical company for defining a clinical trials document management system, leveraging 21 CFR Part 11, electronic official file, safe harbor, legal hold, security and reference data systems and workflows for reviewing Reg. Packs, Field Monitoring Reports and other business processes.

IBM Corporation - IBM Global Services Business Consulting Services (BCS), FL / MA / CO / PA

Executive Consulting IT Architect / Principal (2000 - 2001)

• Architected e-business solutions that included an overall architectural blueprint to support e-commerce and B2B incorporating ERP, CRM, EDM/CM, KM, click-stream, B2B, workgroup, workflow, security, CMM level-3 and catalog management; drove e-business strategy by matching business initiatives, spending patterns and time frames along with platforms, software products and projects, with the ultimate goal to drive growth, reduce costs, and ensure compliance with strategy and infrastructure initiatives.
• Closed ten opportunities in final year (10/01) with three pending opportunities, valued between $1.3M and $8.5M, in e-business and portal services at 90% odds for a 2H01 close against a $5M target.
• Served as the relationship manager for a business partner (Documentum) targeted at driving $10M in software sales and $40M in services bookings, representing our practice at Faststart 2001, Partner World, other trade shows and partner sales meetings; and facilitated meetings between partner and company executives.

Senior Consulting IT Architect (1997 - 2000)

Senior IT Architect (1996 - 1997)

Advisory Services Specialist (1994 - 1996)

• Led over 20 successful teams, including teams that spanned over 50 IT resources and teams that contained over 10 sub-teams, of diverse technical and business resources, internal and external resources, cross-organizational teams, including teams formed by bringing together alliance partners. Proficient in creating project strategy, conducting staffing interviews, contractor selection, and building team membership. Created project plans, schedules, resource assignments, dependencies, and staffing profiles for as many as 12 inter-related projects with durations ranging from three months to three years.
• Led the development, created the enterprise architecture, implemented, and deployed over 20 enterprise systems for over 15 clients as a consultant where one-of-a-kind, first-of-a-kind, highly regulated and leading-edge technologies and integration were required, with a heavy emphasis on e-business applications leveraging data in legacy systems. Team sizes ranged from two to over fifty team members, project budgets ranged from $150K to over $5M, and deployments ranged from several hundred to thousands of end-users.
• Provided guidance for more than 20 Fortune 500 executive management teams in creating vision and strategy, evaluating and selecting emerging technologies and products, justifying business needs through ROI and benefits. Typically led teams to identify and present vision and strategy, articulate requirements, evaluate competitive products, assess security and privacy, create business cases, develop project plans staffing models, craft funding requests, and provide ongoing guidance. Technologies included corporate tax engines (BNA), knowledge management, content management, workflow, portal, data management, assembly and publishing, and e-business.
• Developed and executed risk management plans; prepared, submitted, and managed budgets and funding requests. Instilled discipline and implemented "get-well" strategies on projects that required help.

IBM Corporation - Industrial Sector Division, NY / FL

Advisory Programmer (1992 - 1994)

• Spearheaded the statistical and predictive testing of a set of enablers for the IBM Team Integration Environment (middleware for communications, user interfaces, and data storage on a diverse set of industrial platforms).

Staff Programmer (1991 - 1992)

Senior Associate Programmer (1987 - 1991)

• Co-architected the hardware and software framework and led the technical development for a team that included over 40 software subcontractors creating a $6M, 50,000 SLOC image and document management product.

IBM Corporation - Federal Sector Division, NY

Senior Associate Programmer (1985 - 1987)

• Led the object-oriented development of 25,000 lines of object-oriented software for the broadband communications component for a $42M, US Navy (CCAPS), lights-out-factory, automated manufacturing system.

Associate Programmer (1983 - 1985)

• Developed and deployed a manufacturing cost center application for capturing manufacturing costs at islands of automation and communicating this information from plant flour computers to CICS systems using SNA.

Programmer: (1982 - 1983)

• Rewrote the control systems and pattern recognition software for a dual camera machine vision system.

• Business Process Re-engineering, process streamlining, process optimization, strategic process roadmaps (processes over time). Project management, Certified Scrum Master, PMI-ACP, governance (PMO), structured project management methodology, risk management, change management (CM), portfolio management, project metrics, efficiency measurement, performance, status reporting, matrix management, thought leadership and evangelization. Architecture, technology, vision strategy, objectives, direction; best practices, policy, procedures, standards, POCs Requirements acquisition, requirements gathering, requirements definition, gap analysis, gap remediation, prioritization, estimation, Relationship management Full life-cycle development, SDLC, SLC, IRS ELC, IBM WWSDM, CSC Catalyst, methodology, development and joint application development (JAD), best practices, benchmarks, industry trends, and AGILE/Scrum. Data conversion, data modeling, data mining, data migration, data cleansing, data analysis, numerical analysis, quantitative analysis and rules engine definition. Integration and management of BPM, ECM, CRM and ERP projects. Integration, embedded systems, complex systems, business critical and mission critical systems. Process mapping, business process re-engineering, process analysis, business analysis (BA), workflow, compliance, business case, return on investment (ROI), total cost of ownership (TCO), and studies. Rational, RUP, RequisitePro, ClearQuest, ClearCase, CMM, CMMI, MS Project, Excel, Word, PowerPoint and Visio. RFP, RFI, RFQ, vendor selection, product selection, evaluation, comparative analysis, contract negotiation, contract award and contract execution. Negotiating software licenses and sub-license agreements, cost forecasting, budget management, Supplier maintenance, contract review and reconciliation. Infrastructure, Database, Network, Operating System, Server, Embedded Software and Systems, Unix, Windows, PDP-11 RSTS/E, Ada, VB, Assembler (80x86, 6800, proprietary assemblers), C++, C, Pascal, PL/I, Fortran, OCCAM, REXX, Visual Basic, Series/1 EDX/EDL, RSST/E Basic Plus, VAX Basic, REXX, CLIST, RPG, SQL, SQL Plus, Stored Procedures, Oracle, DB2, Open Source, Object Oriented Design, OOD, OOP Globalization (G13N), localization, regionalization (R13N), internationalization (I18N) and NLS. Quality assurance, QA, quality control, QC and quality measurement. Metrics, test automation architecture, WinRunner and LoadRunner. HIPAA, ICH, 21 CFR Part 11, computer system validation, CVQA, qualification, IQ, OQ, PQ, unit test, integration test, system test and user acceptance test (UAT), and Sarbanes Oxley (SOX) exposure. Documentum, NovaSoft, NovaManage, NovaWorkbench, Fusion, Content Manager, Content Manager OnDemand, Mobius ViewDirect, Interwoven TeamSite, Interwoven WorkSite, Vignette, OpenText, Stellent, FileNet, Pegasystems, BNA. Disaster preparedness, disaster recovery planning (DRP), business continuity planning, risk mitigation, measured response, Recovery strategies, recovery alternatives, emergency response, alternate site planning, assessing recovery effectiveness and SLAs Knowledge management (KM/EKM), enterprise content management (ECM), ECM strategies, enterprise document management (EDM), EDM/ECM product evaluation, records management (RM), image capture and image management, COLD, OCR, workflow, search engines, indexing, metadata, taxonomy and ontology, Web services, services oriented architectures (SoA), software as a service (SaaS), social networking, collaboration, cloud computing, BYOD/BYON/BYOT. RFID technology evaluation, RFID vendor / product positioning, RFID vendor / product evaluation & selection, RFID white papers, RFID briefings, RFID budget & planning, RFID lab evaluation & proof-of-concept and preparation of RFID business cases. Former licensed Florida mortgage broker and registered Florida real estate appraiser; former PA SEO (#03479). Emerging and disruptive technologies, including: virtual agents (automated and mobile), semantic Web, quantum computing, self-service, input/output management, content addressable storage, consumer devices, biometrics (fingerprint and voice), electronic signatures (e-sigs) and digital signatures (d-sigs); and big data; commercial mini-drones; NFC sensor tags.