Edward Byers, PMP, SSGB, has a 25-year background in technology project delivery and program management for both start-up and mature enterprises. His experience includes engagements in the healthcare, utility, retail, financial services and wireless industries for organizations located both domestically and internationally.

Edward is a strong believer in and advocate for the “Simple Is Better” practical approach to project management, with a focus on planning, risk management and execution as the keys to success. He has combined this philosophy with his passion for customer-centric excellence to both revamp and build Project Management Offices on multiple occasions, as well to successfully deliver “at-risk” multi-million dollar capital programs in Africa, Europe, and Asia-Pacific as well as engagements for multiple clients in the US and Canada.

Recent Pacific Northwest clients include:

• Premera Blue Cross
• Costco
• Puget Sound Energy
• Univar

Edward has also provided leadership for projects and programs with large multinationals including:

• Nortel Networks
• Nokia
• Samsung

EDUCATION AND INTERESTS:

He holds an undergraduate degree in Management Information Systems from the Illinois Institute of Technology, is a graduate of the Master’s Program in Project Management at Villanova University, and is both PMP and Six-Sigma Certified.

Edward is the father of a precocious “tweenage” son, and in addition to a long-term interest in travel and golf, has taken up a new interest in sailing since moving to the Seattle area. He also volunteers in a PMI-sponsored Project Management Mentorship program supporting graduate students at the University Of Washington Foster School Of Business.

Charlotte Franklin has more than 25 years of experience providing strategic guidance and program management to technology, retail, public sector and non-profit firms. She has managed major international rollouts as well as country-specific project implementations in the US, Australia, China and Germany.

Charlotte’s background features a strong emphasis on communication excellence as the key to project delivery. She has worked as a journalist for technology, business and consumer publications, served as both an internal and consultant corporate communications strategist, developed and rolled out internal communications programs and designed and implemented sales channel readiness projects.

Recent Pacific Northwest experience includes:

• Microsoft
• Premera Blue Cross
• Bumbershoot Music and Arts Festival
• Seattle International Film Festival

Charlotte has also provided leadership for projects and programs from large multinationals to fast-growing start-ups, including:

• IBM
• Samsung
• SXSW Interactive
• Texas Venture Capital Association
• Compuware
• Photodex
• Great Plains Software

EDUCATION AND INTERESTS:

Charlotte holds an undergraduate degree in Political Economy from the University of Washington and is pursuing a Master of Science degree in International Business from the University of London (UK). She is a citizen of both Australia and the EU and a Permanent Resident (soon to be citizen) of the US.

In her spare time, Charlotte is a docent at Seattle’s Woodland Park Zoo and a volunteer with FareStart, a non-profit offering hospitality industry training and job placement to homeless and disadvantaged men and women.

Debra Hildebrand has a 20-year career in management consulting that includes delivering projects in the public sector. Her consulting specialties include business process reengineering, project management, training, organizational change management and quality assurance oversight. Her experience includes engagements in the health and human resources, transportation, procurement, and revenue agencies across Washington, Oregon, Montana, Idaho, Wyoming, Colorado, and Puerto Rico.

In the last seven years Debra has held adjunct professor appointments with the University of Washington and Stanford University. She is the architect of the University of Washington Project Management Certification program, which includes content for both traditional and agile methodologies. Additionally, Debra has taught Operations Management and Business Project Management courses at the UW Bothell Business School. At Stanford, Debra developed and teaches two courses: Introduction to Project Management and Introduction to Agile Project Management. This experience includes producing over 200 educational videos on project management. Her other relevant training experience includes:

• IT Project Management certificate course on EdX for the University of Washington
• CAPM, PMP and PMI-ACP exam prep training
• Instructed courses at City University of Seattle: PM 409 Leadership and Teams, BSC 307 The Effective Organization, and BUS 304 Organizational Behavior and Leadership

PUBLIC AGENCY PROJECT EXPERIENCE:

• Washington State DSHS, DOR and HCA
• Oregon DOT, DMV, DHS, and DAS
• Wyoming DFS
• Colorado DHS
• Idaho Transportation Department
• Puerto Rico DHHS
• King County LHWMP

EXPERTISE:

• Full Lifecycle Project Management
• Program & Portfolio Management
• Training Development and Instruction
• Agile Project Management
• Quality Assurance and Risk Management
• Business Process Reengineering
• Workshop Design and Facilitation

SAMPLE PROJECTS:

Debra led the Organizational Restructure of the Civil Rights division for Oregon Department of Transportation. This included a great deal of Organizational Change Management activities.

As a Senior Project Manager for a business process redesign project for the WA State Health Care Authority agency, Debra led the team facilitating process redesign workshops to develop a new project management framework for the agency.

EDUCATION AND INTERESTS:

Debra holds a Master of Business Administration from Columbia University and is PMI (PMP) Certified.

She is the mother of four and the grandmother of two adorable girls. Debra enjoys golf, scuba and travel to destinations in the sun.

Laura has more than 14 years of experience in consulting on business and technology projects. Her experience includes engagements in financial services, pharmaceutical, healthcare, utilities and public sector for organizations located in the US and internationally.

Laura is a versatile project management professional, with experience as an analyst, a trainer, and organizational change management (OCM) consultant, and a project and program manager. She is bilingual and has led cross-functional and multicultural teams, negotiating with external vendors, and engaging with diverse stakeholders, including senior and C-level executives.

PROJECT EXPERIENCE:

• JP Morgan Chase
• La Santé (Pharmaceutical)
• ISA (Utilities multinational corporation)
• Secretary of education and Commerce Chamber of Antioquia (Colombia)
• Bancolombia (Financial services)
• Danone (Food industry)
• Boehringer-Ingelheim. (Pharmaceutical)
• Avianca (Airline company)
• New Stetic (Healthcare)
• San Vicente de Paul Hospital (Healthcare)

EXPERTISE:

• Business Consulting
• Project and Program Management
• Organizational Change Management
• Training Program Design
• Marketing Strategy
• Performance Management
• Knowledge Management
• Process Improvement

SAMPLE PROJECTS:

On a recent project for the legal department at JP Morgan Chase, Laura participated in the improvement and integration of technology systems, as well as the creation of an onboarding training program that improved certification rates by 97% and employee satisfaction by 99%. Laura collaborated in redesigning systems to create customer-friendly and easy-to-use options, saving the legal department both time and money. Finally, Laura created a system training approach that was uniquely aligned with business needs, as well as practical to encourage user interest and adoption.

At healthcare manufacturer, New Stetic Laura developed a culture of service that improved customer satisfaction by 20% and certification rates above 97% for an e-learning training recertification program. Laura attributes her success to an extensive organizational analysis as well as stakeholder identification, business alignment and engagement. Laura ensured that change management best practices were followed, including
rigorous sponsorship, people management, communication, training and resistance plans, all aligned with the overall project implementation plan.

At Bancolombia, an international bank, Laura facilitated the integration of three merging banks with 16,000 employees between them, executing a change management strategy which fully transformed and accelerated the creation of a unified culture. Laura benefited from the application of the Prosci – ADKAR model and recognized the importance of open and timely communication, as well as extensive coaching and training to middle managers and supervisors for successful organizational integration.

EDUCATION:

Laura was a Netherlands Fellowship candidate and obtained her MBA in Management Information Systems from Maastricht School of Management (Netherlands), graduating with honors for her MBA thesis research. She also holds a Business Administration degree with emphasis in Finance. Laura is a certified Project Management Professional (PMP), and a certified Prosci® Change Management Practitioner.

Claire Shields has more than 25 years of experience in leading and executing major transformation initiatives, leveraging her global expertise in program management, change management and professional coaching. Her experience spans Fortune 500 organizations as well as major public sector and non-profit entities in three continents, driving programs and business objectives to successful outcomes in the Retail, Financial, Energy, Government, Manufacturing, and Services industry sectors.

Claire’s strong foundation includes certifications in Project Management and Professional Coaching, and she has held leadership roles in Customer Success and Program Management. She has led large teams integrating new technology solutions via Agile approaches, and has facilitated measurably successful project and program outcomes. Claire prides herself on fostering collaboration with partners and cross-functional teams to implement solutions and speed adoption, leaning into her coaching skills to optimize team successes.

PROJECT EXPERIENCE:

• Verizon
• MCI
• British Telecom
• Technology Industry Services Association
• Executive Women’s Forum
• Alzheimer’s Association
• New Jersey State Career Network

EXPERTISE:

• Project and Program Management
• Business Consulting & Strategy
• Professional & Executive Coaching
• Organizational Engagement & Development
• Organizational Change Management
• Customer Success & Satisfaction Programs
• Agile technology transformation projects
• Organizational Engagement & Development
• Communications Management
• M&A/ Business Development

SAMPLE PROJECTS:

At Verizon, Claire led an internal initiative driving new technology processes, outsourcing, and machine learning software into business delivery for Verizon’s Business Markets organization. This was a three-year project of redefining work for either a new machine learning automation capability or for outsourcing with third party providers. Claire had to develop teams and comprehensive project plans to ensure collaboration internally and externally on execution. She planned organizational change of roles and skills, as well as developing new work processes in alignment with IT requirements and with third party teams. Claire coached work teams on the changes and defined leadership programs to enable organizational alignment and support for new operating models.

At MCI, Claire was brought in at senior executive levels (“C-suite”) to remediate an underperforming business unit that was delivering revenue loss and facing potential legal impacts. Claire assessed the situation and developed a remediation plan, including interviews with key stakeholders and clients to do root cause analysis, and employee roundtables to gather front-line feedback. Claire created new project plans and approaches, as well as new communication tools to help coach managers and supervisors in specific remediation steps as well as redefining how business processes were performed.

For Executive Women’s Forum (EWF), Claire developed an assessment of the organization’s opportunities for growth, then defined a strategic plan for 2022. This included an assessment of their entire membership community, encompassing a member satisfaction survey and member engagement interviews. The assessment and plan development were a 9-month project that included competitive assessment, growth strategies, and development of digital tools to increase membership and expand revenue opportunities.

EDUCATION:

Claire holds a degree in Economics/Statistics from Rutgers University and Executive Education Certificates from NYUStern School of Business, Duke-Fuqua School of Business, and UVA Darden. She holds a Leadership Coaching certification from Rutgers University and a Professional Certified Coach (PCC) accreditation from the International Coaching Federation (ICF). She is also a certified Project Management Professional (PMI Institute).

Charles L. Wells IV, Ph.D has more than 21 years of experience conducting global organizational change management initiatives ranging from organizational realignments to structured digital integrations. An expert in communications, training, statistical analysis, and leadership engagement, Charles has facilitated successful enterprise-wide implementations across a variety of industries, impacting close to 1,000,000 stakeholders and spanning six continents.

PROJECT EXPERIENCE:

• City of Dallas, TX
• Wayne State University
• Ivy Tech Community College
• Dow Chemical Company
• Sodexo
• Allied Domecq PLC
• Health Alliance Plan
• Micro Focus International
• Becton Dickinson
• Donaldson Filtration Solutions

EXPERTISE:

• Organizational Change Management
•  Training Design & Delivery
• Communications Program Management
• Organizational Design
• Leadership Engagement
• Succession Planning
• Event Planning & Delivery
• Performance Evaluation
• Project and Program Management
• IT, GTM, CRM, HCM, M&A Implementations

SAMPLE PROJECTS:

On a recent project for Donaldson Filtration Systems observed Charles performed end-to-end Organizational Change Management (OCM) initiatives for a Microsoft Dynamics CRM implementation, which impacted more than 20,000 stakeholders across four continents. Charles conducted numerous discovery workshops (i.e. vision identification, stakeholder analyses, branding/communications, training, persona identification, etc.)
to ensure the OCM strategy would allow for a successful transformation. Charles also led communications initiatives, focusing on stakeholder awareness and leadership engagement. In addition, Charles stood-up a Change Champion network consisting of more than 60 global leaders, and advised on the development of training materials for new processes and for the new CRM system. To ensure Donaldson would be able to maintain adoption after he left the project Charles incorporated a Center of Excellence, providing a centralized hub for the company’s burgeoning Dynamics expertise.

At Dow Chemical Company, Charles led the largest transformation project in the history of a global fortune 500 company. The project impacted more than 100,000 stakeholders across 15 different business units, and was focused on the merger between Dow Chemical Company and DuPont de Nemours, Inc. Charles was responsible for designing a comprehensive Organizational Change Management program that focused on leadership engagement, and communications support. Charles conducted numerous workshops during the implementation, including facilitating leadership understanding of the OCM process, resistance management, and stakeholder awareness. Through statistical analyses, Charles was able to locate barriers to adoption across the organization, such as the need to improve leadership engagement in specific business units, as well as identifying business units that were embracing the transformation.

EDUCATION:

Charles holds a Ph.D in Industrial/Organizational Psychology with a minor in Statistics from Wayne State University, and an undergraduate degree in Psychology from Morehouse College. Charles is a certified change practitioner in the Prosci® ADKAR methodology of Organizational Change Management and is a member of the Minnesota Change Management Network.

Bernice Maldonado has more than 20 years of experience providing strategic guidance and executing on organizational change management, communications, and project management to utility, public sector, technology, banking, financial, life sciences, and non-profit organizations. She has led regional, US-based, and global transformation efforts and initiatives.

Bernice’s background features a strong emphasis on stakeholder engagement, organizational alignment, business readiness, and proactive communication as the key to improved readiness and adoption of change. She has worked as a Change Management lead for multiple operational excellence and digital transformation efforts; served as an internal consultant on diversity, equity, and inclusion (DE&I) programs; managed enterprise-wide integrated communications efforts; and executed performance improvement projects.

PROJECT EXPERIENCE:

• WA Office of Minority and Women’s Business Enterprises (OMWBE)
• King County Hazardous Waste Program
• Tacoma Public Utilities
• Oregon Department of Transportation
• Southern California Edison
• Cisco
• Toyota
• Thermo Fisher
• Verna Myers Group

EXPERTISE:

• DE&I Program Evaluation & Development
• Strategic Consulting & Coaching
• Organizational Change Management
• Stakeholder Management
• User Experience and Alignment
• Visual Communications
• Technology Adoption Programs
• Project and Program Management
• Performance Improvement Programs

SAMPLE PROJECTS:

For the Washington State Office of Minority and Women’s Business Enterprises (OMWBE) Bernice served as OCM communications lead for a project rolling out Access Equity, a statewide tool to help agencies better engage with, and track and report contracting spend with minority- and women-owned businesses.

At Southern California Edison, Bernice provided change management consultation, advice, and guidance for emergency and wildfire prevention, mitigation, and response activities. The work included implementation of change management strategies and tactics that integrated both compliance and operations activities, while guiding communications, active engagement, and resistance management with internal and external stakeholders including state and federal officials, community organizations, emergency responders, and customers. The effort required just-in-time and time-sensitive communications and training of various stakeholder groups including field personnel, business readiness, customer service, vendors, and public-facing partners to ensure they were ready, prepared, and able to support technology enhancements and changes to their wildfire safety and risk mitigation measures in reducing the risk of future wildfires.

Additionally, Bernice does intersectional research on socioeconomic inequity and social mobility of first-generation professionals, or professionals from working-class backgrounds. She advises organizations on DE&I strategies, conducts evaluations of DE&I programs, and creates practical interventions to drive change for optimizing diverse perspectives and talent contributions.

EDUCATION:

Bernice holds a Master’s in Business Administration (MBA) from University of California Irvine (UCI), and an undergraduate degree in Business Administration from the University of California Riverside (UCR). She is a certified change practitioner in the Prosci® ADKAR methodology of Organizational Change Management, and a member of the Association of Change Management Professionals (ACMP), Association for Talent Development, and International Society for Performance Improvement (ISPI). Bernice is also trained in the Hubbard & Hubbard, Inc. DROI ® Performance Analysis Methodology to analyze the impact of diversity initiatives in financial cost/benefit terms.

DeWayne Moats has more than 20 years of experience providing Program Leadership and Organizational Change Management consulting services to Technology, retail, Insurance and public sector organizations. He led strategic planning efforts, established Project Management Offices and Risk Management Offices, and managed large-scale transformation initiatives for clients across the globe.

DeWayne’s background features a strong emphasis on relationship management as the key to project delivery. He has worked as a technology and organizational change evangelist for Cloud transformations; Built technology product roadmaps; delivered the roadmaps with aggressive timelines and within client budget and time constraints. As a person who can thrive in an ambiguous, high-pressure, and fast-paced situation, DeWayne possesses and outcomes-based mindset and strives for positive results while leveraging his aptitude for optimizing performance of others through mentoring. motivation, and empowerment.

PROJECT EXPERIENCE:

• WA Health Care Authority
• WA Employment Security Dept
• WA DSHS
• Seattle public schools
• Zurich / Farmers Insurance
• Microsoft
• T-Mobile
• Amazon
• Expedia
• Chase

EXPERTISE:

• Strategic Planning
• Executive Leadership
• Organizational Change Management
• Stakeholder Management
• Product Management and roadmap
• Technology transformation Programs
• Project and Program Management
• Business & Technology Consulting
• Procurement and Vendor Management
• PMO Implementations

SAMPLE PROJECTS:

At WA Health Care Authority, DeWayne helped define an operating model for a Data and Analytics team to support an Enterprise Data Warehouse Amazon Web Serves cloud-based transformation initiative. He coached and ramped up teams and rolled out the Information Management strategy and Data Governance functions within the program teams. He led the transformation to Lean and Agile principles within the executive, product management, development, and operational / support teams. He also supported hiring and activating the team of architects, analysts, engineers, and testers for the program team and agency.

At Amazon DeWayne helped Launch Third-Party Logistics and Transportation by Amazon, increasing revenue by $97 million within the first year. He also led additional enterprise-wide programs for Jeff Bezos’ direct-report team to optimize operations and supply chain to improve the customer experience through increased accuracy and reliability and reduce recurring annual costs by over $150 million.

At Expedia, Dewayne led Word-wide Project Services and Technology Products and provided strategic planning organizational transformation, and program delivery across the US, Europe, and Asia-Pacific regions. This included worldwide prioritization, budget and resource planning and alignment, the establishment of key metrics, and ensuring outcome-based delivery and benefits realization. 

EDUCATION AND INTERESTS:

DeWayne teaches the Undergraduate degree program for the University of Maryland, where he specializes in Program Management and Information Systems courses. He holds a master’s degree in Information Systems and an undergraduate in Business Administration from the University of Phoenix. He is certified with various Project Management frameworks (PMP, PMI-ACPI, Scrum, SAFe) and is a fully versed Change management consultant using the Prosci® ADKAR methodology and LEAN methodologies such as Kaizen and PDCA.  

Melina Kline has more than 27 years of experience leading large, complex, strategic project, and program initiatives in not-for-profit, telecommunications, manufacturing, and sales organizations in the United States, China, Africa, and France. She is a program delivery professional who guides teams through major transformation efforts, combining project management best practices with Organizational Change Management (OCM) principles to create lasting change.

Melina’s background features a strong emphasis on project/program delivery, stakeholder management, communication, continuous improvement, team dynamics and leadership, and careful change management. She has served as a technology liaison between IT and business stakeholders; served as a PMO leader; and developed strategic plans for a PMO’s digital transformation. Melina is also formally trained in Diversity and Inclusion best practices and has served on corporate diversity boards and consulted on diversity initiatives.

ORGANIZATIONAL EXPERIENCE

• Navistar
• OfficeMax
• AT&T
• Alcatel/Lucent/Nokia
• Centel/Alltel
• Sprint
• Tellabs

EXPERTISE

• Project and Program Management
• Stakeholder Management
• Organizational Change Management
• Governance Best Practices
• Team Dynamics and Leadership
• Budgeting and Financial Management
• Capacity Planning and Resource Management
• Vendor Management

SAMPLE PROJECTS

A recent Navistar joint venture saw Melina deliver a complex IT initiative launching a new vehicle manufactured in the Springfield, OH plant. Melina led IT process improvement efforts to bring more streamlined and ergonomic processes to the assembly line, and developed detailed program plans to ensure contractual alignment and compliance with governmental regulatory requirements between the joint venture partners. Integrating foundational Organizational Change Management (OCM) principles into the program, Melina created a “Team of Champions” who were key stakeholders in ongoing process improvement initiatives. She also created a piloting methodology to engage stakeholders in user training and deployment strategies, ensuring that business voices were well represented and visible throughout.

Melina managed the entire program and project lifecycles from planning to closeout, guiding a team of Project Managers who completed ten large projects comprised of over 40 applications and interfaces, delivering them on time and within budget.

When a Navistar division’s ability to bid on critical Federal Government programs was at risk, Melina led a project to create IT requirements for the multiple vendor packages that would guarantee the continued opportunity for contract bidding. She worked closely with department leadership and internal Federal Government liaisons to ensure technological solutions supported both Off-the-Shelf product deployment and the specialized customizations needed to fully meet government requirements. Melina wore many hats on this project, including Business Analyst, Project Manager, and OCM lead.

EDUCATION

Melina has a graduate degree Business Administration (MBA) from Benedictine University, and an undergraduate degree in Management Information Systems from the Illinois Institute of Technology. She is a certified Project Management Professional (PMP), a member of PMI, and a Certified Scrum Master and member of the Scrum Alliance. Melina also holds a certification in Diversity and Inclusion from Cornell University.

April Matsui has more than 20 years of experience providing strategic guidance, project management, marketing communications and organizational change management services to retail, public sector, banking, technology and non-profit organizations. She is a versatile consultant who has helped organizations including the City of Seattle, Sound Transit and others to streamline operations, launch new programs, improve client servicing, adapt to change, and deliver employee training. Prior to becoming a consultant, April spent more than two decades in the banking sector.

April’s approach features a strong emphasis on mastery of project details, and on change management excellence as the key to successful project delivery. She holds a PMP certification, is certified in Prosci Change Management, and holds a Certification by the Institute of Cultural Affairs (ICA) for Facilitation and Strategic Planning Methods.

PROJECT EXPERIENCE:

• Sound Transit
• City of Seattle
• Verity Credit Union
• Girl Scouts of Western Washington
• Ideaon, Inc.
• HomeStreet Bank
• Columbia Bank
• Chase Bank
• Washington Mutual

EXPERTISE:

• Project and Program Management
• Business Process Improvement
• Organizational Change Management
• Customer Experience Management
• Strategic Planning and Consulting
• Meeting Facilitation
• Internal Communications Programs
• Digital Transformation
• Channel Readiness Programs

SAMPLE PROJECTS:

A recent Sound Transit project saw April coordinate and lead the development of high quality e-Learning training programs for multiple departments, including Safety, Records Management, Quality, Procurement Integrity, Information Security, and Communications. April’s scope included adapting classroom-based instructor-led training courses from each department into self-paced e-Learning deliverables – a challenge made complicated in some cases where little documentation existed for the original instructor-led course. April worked closely with business leaders and training specialists for each of the six projects, which ran concurrently and involved managing geographically dispersed team members. April established an efficient document sharing process, detailed project plan, on-going status report updates, a thorough review process, project organization and strong communication throughout each of the six projects.

At the City of Seattle April served as the Lead Senior Business Analyst launching a Member Self-Service Pension Portal for the Seattle City Employees’ Retirement System (SCERS). She drove portal design decisions to improve efficiency, overcome problems and meet the city’s business objectives for member self-service, while managing the deployment and testing to include a review of reported defects. April collaborated with the City’s Cyber Security consultant to ensure proper security controls including multi-factor authentication (MFA), and used e-Forms to automate key business processes. She developed use cases, test plans and test scripts; drafted portal verbiage, landing page text and Frequently Asked Questions (FAQs); and managed client communication for a smooth rollout of the project.

EDUCATION:

April holds a Master’s in Business Administration with a focus in marketing from Roosevelt University in Chicago and a Bachelor of Science degree in Marketing from the University of Illinois at Chicago (UIC). She is a certified Project Management Professional (PMP), is certified in Prosci Change Management, and holds a Certification by the Institute of Cultural Affairs (ICA) for Facilitation and Strategic Planning Methods.

April is a member of the Association of Change Management Professionals (ACMP) and of PMI – Puget Sound Chapter.

Orlando Noches has more than 20 years of experience providing services in project administration, finance management, IT support, quality assurance, and marketing technology. He has a strong track record in building relationships, and he leads cross-functional teams with a collaborative management style.

Orlando’s approach features an emphasis on problem solving, solid organizational skills, detailed analytics, and a relentless focus on goal setting and goal achievement to deliver projects on time and on budget. He has worked in roles including digital marketing project manager, project administrator, assistant controller, quality assurance engineer, and IT support. A common theme in his assignments was a mission to analyze service and performance deficiencies, recommend appropriate improvements, and develop solutions to optimize operational efficiency.

PROJECT EXPERIENCE:

• Microsoft
• ERIKS West
• Verizon Wireless

EXPERTISE:

• Process Improvement
• Project and Program Management
• Customer Relationship Management
• Team Building & Leadership
• Stakeholder Management
• Operations Management
• Data Analytics
• Technical Support

SAMPLE PROJECTS:

At Verizon Orlando standardized procedures to migrate VM9 premium market campaigns from AppNexus into Verizon’s sell-side platform, to increase impressions in their programmatic ads and reserved business. Orlando worked closely with backfill, data analytics and platform configuration support teams to define scope and collect requirements. He created a project plan and responsibility matrix to coordinate activities among resources and scheduled the Verizon team training plan to enable them to successfully book campaigns in their platform.

At Microsoft Orlando oversaw the launch of the Microsoft Service Agreement every year. This was a worldwide mandatory notification which featured complex language redirection technology to reach out to all users of Microsoft products and services. The project included the creation of campaign templates aligned with language or geographic area, and guidelines to streamline processes, all of which required rigorous quality assurance and risk management techniques to eliminate data list errors and ensure 100% reach to all users.

For ERIKS West, Orlando developed quality system documentation enabling the entire company to implement a corrective action preventive action (CAPA) system to identify and manage risks, and a continual improvement program to reduce customer returns. Additionally, Orlando engaged in audit efforts to successfully earn the company’s ISO 9001:2000 certification in 2006, subsequently increasing sales from $7M to $12M annually.

EDUCATION:

Orlando holds an MBA with emphasis in technology management from the University of Phoenix, and an undergraduate degree in Civil Engineering with a minor in management and evaluation of engineering projects from Universidad del Norte. He has a Project Management Professional (PMP) certification from PMI (Project Management Institute), a data analytics certificate from University of Washington, and he is a member of PMI.org.

Boris is an Operational Excellence and Organizational Change Management expert with a wide range of knowledge and experience, gained over 20 years in multiple industries. He has extensive knowledge of Change Management practices, perfected in environments ranging from aerospace, government, and utilities, to manufacturing, logistics, IT, and Health Care industries across America, Europe, and Asia.

Boris’ background features the development of strategic roadmaps incorporating process-based approaches, coupled with professional project and change management strategies. He has worked as a member of senior leadership teams, in internal program manager roles for large-scale projects, and as an external consultant in roles ranging from executive leadership coach, strategic deployment advisor, and culture change expert to providing program/project management, organizational change management, and process improvement services.

PROJECT EXPERIENCE:

• Puget Sound Energy
• US Department of Homeland Security
• King County Metro
• Washington State Employment Security Dept
• Boeing
• Microsoft
• Pratt & Whitney

EXPERTISE:

• Lean Six Sigma
• TPS Continuous Improvement
• Total Quality Management
• Agile/Scrum Product Development
• Change Management
• Stakeholder Management
• User Engagement Programs
• Project and Program Management

SAMPLE PROJECTS:

Puget Sound Energy (PSE) is a major supplier of gas and electricity services to residents and businesses in the Puget Sound area. Boris provided project management services for the Process Improvement team, successfully re-invigorating and completing multiple projects which had previously been sidelined. He also conducted process analysis and integration risk analysis for an internally developed software platform which is intended to become the foundational framework for current and future systems within PSE. This included analysis of current state process maps, and work with the SysOps team to identify improvement opportunities. He also developed future state process maps to highlight the integration path for other systems – a process that identified high impact risks to the project which were previously unknown to the team. Additionally, Boris worked with the OCM team on PSE’s new Integrated Work Management platform, which necessitated significant changes in field crew processes and acclimation to unfamiliar tools. On that project Boris helped create support documentation for Super Users, created training material, and crafted emergency communiques for the pre-deployment and HyperCare cycle.

At Boeing, Boris led high impact projects, including a 787-manufacturing floor redesign which helped the program increase production to 10 airplanes per week. Boris was also the driving force behind implementation of Empl0yee Engagement teams across multiple businesses at Boeing. This ushered in a new era of business management practices, allowing for bottom-up communication and management together with the traditional top-down strategy. Boris spent time as a coach and trainer, teaching Continuous Improvement Strategies to 5,000+ employees.

As the project lead for a transportation project, Boris used the Scrum methodology to oversee the implementation of maritime navigation GIS software to allow for location-based taxation of Mississippi River barge transports.  Boris defined customer requirements and translated them into project deliverables for internal developers, then managed a series of beta deployments to select customers for testing. The solution used GIS maps and GPS coordinates to automate a traditionally cumbersome manual process of recording tax regions during transportation.

EDUCATION:

Boris holds a B.S. in Economics from the University of Zagreb (Croatia), and advanced certifications as a Master Black Belt in Lean Six Sigma from ASQ, Certified Change Management Practitioner from Prosci, Master Certificate in Project Management from PMI, Master Certificate in Supply Chain Management from SCMA, and Advanced ScrumMaster from Scrum Alliance.

Debra Fromholzer, MHA, PMP, CMP, is a passionate, dynamic, data-driven leader with more than 25 years of experience in successfully managing business transformations, enterprise programs & PMO development. She is highly skilled in developing and applying IT project portfolio tools and processes; is experienced with hybrid agile project delivery approaches as well as traditional waterfall practices; and is an effective and supportive PMO coach and mentor.

In addition her technical project, program and portfolio management expertise, Debra is also trained in organizational change management. She is a persuasive communicator with all levels of stakeholder and governance teams, and has a track record of uniting cross-functional teams around a strong vision and clear project objectives.

ORGANIZATIONAL EXPERIENCE (SAMPLE):

• City of Seattle
• Seattle Children’s Hospital
• University of Washington
• Fred Hutch Research Center
• Premera Blue Cross
• Microsoft
• Hewlett-Packard
• Attachmate

EXPERTISE:

• Full Lifecycle Project Management
• Program Portfolio Management
• PMO design and implementation
• Business Consulting
• Organizational Change Management
• Training, Facilitation and Coaching
• Lean process improvement
• Agile and Waterfall project methodologies

SAMPLE PROJECTS:

For the City of Seattle IT organization, Debra developed a roadmap for advancing the maturity of project and program management practices, processes, and tools for the IT Project Management Office. She collected data by interviewing stakeholders, facilitating focus groups and designing and implementing a project manager skills assessment survey. Key outcomes included a report outlining project objectives, data collection process, conclusions reached and recommendations for how to implement the roadmap; the identification of 8 key areas of focus to advance current practices and improve project outcomes; a framework for developing a project and program manager training program to standardize the application of best practices; a proposed program implementation schedule; and an executive summary of the project and recommendations in a PowerPoint slide deck.

At University of Washington, Debra directed the PMO through a $200M Financial Transformation Program. She led a team of project and program managers, PMO analysts and information specialists to develop the program foundation, including guiding them in setting a framework for standard processes, communications and team norms to support the largest program in the university’s history. Key outcomes included risk, issue and decision management planning & implementation; program documentation standards, processes and training; schedule management and development; budget development oversight; and documented team roles and responsibilities.

EDUCATION:

Debra holds a Master of Health Administration from University of Washington, a Master Certificate in Applied Project Management from Villanova University, and a Bachelor of Arts in Industrial Design from Rochester Institute of Technology. She is a certified Project Management Professional (PMP), and is certified in the Prosci ADKAR methodology of organizational change management.

Matt Cesarini has more than 25 years of experience providing continuous improvement, strategic guidance, executive coaching and leadership development, and program management to public sector, high technology, and non-profit organizations. He has managed major programs and teams in the US, Mexico, Canada, Czech Republic, Germany, France, Netherlands, Malaysia, and Tunisia.

Matt’s background includes an emphasis on continuous improvement, organizational change management, and servant leadership as central to project delivery. He has served as a leader and consultant in life sciences, health care, supply chain, food and beverage, electronics, Fast Moving Consumer Goods, and many engineering and manufacturing industries. Matt served as the executive coach for the Senior Executive Staff of the US Department of Energy in Hanford, Washington.

PROJECT EXPERIENCE:

• US Department of Energy
• UCLA
• UC Davis
• Lockheed Martin Corporation
• Northrop Grumman Corporation
• Raytheon Systems Corporation
• Cubic Corporation
• American Youth Soccer Organization

EXPERTISE:

• Continuous Improvement
• Executive Coaching
• Leadership Development
• System Level Operations Development
• Training Development and Delivery
• Organizational Change Management
• Data-Driven Analysis
• Non-Financial Due Diligence
• Technology Adoption Programs
• Project and Program Management
• Business & Management Consulting

SAMPLE PROJECTS:

At the US Department of Energy Matt coached the Senior Executive Staff of the DOE to achieve individual and group leadership improvement objectives. Utilizing a synthesis of psychometric evaluation (DiSC), multi-rater feedback (OPM 360), resume analysis, combined with one-on-one interviews, Matt built holistic leadership profiles and created development plans for the 10 highest-level DOE personnel at the Hanford Site. Matt conducted confidential coaching and developed relationships with the SES to improve individual and team performance, communicate more effectively, and enhance teamwork in achieving mission goals.

In conjunction with The University of California, Los Angeles Matt envisioned, initiated, established, and implemented the Manufacturing Engineering Certification for Aerospace Hardware program. He also developed and instructs the program course about concepts and application of Manufacturability, Producibility, and Testability for space and airborne systems. The certification curriculum emphasizes an active and hands-on approach to knowledge acquisition and use of learning-by-doing techniques to demonstrate, teach, and embed concepts and the application of skills.

On a recent project for Cubic Corporation Matt provided expertise and thought leadership to operations and supply chain organizations in agile and waterfall delivery environments to improve business performance (EBIT) in manufacturing planning, strategy, outsourcing/insourcing, lean manufacturing, warehouse and materials management, product lifecycle management, plant operations, supply chain, and quality functions. The project included advising on restructuring, change management, and strategic staff development.

EDUCATION:

Matthew holds a Master’s degree in Organizational Leadership from Gonzaga University, and a Bachelor’s degree in Political Science with a minor in Economics from the University of California, Los Angeles. He is a certified Lean Six Sigma Black Belt and holds a certificate in Servant Leadership from The Greenleaf Center and Gonzaga University.

Jennifer Panco has more than 25 years of experience as a dedicated transformation leader and Six Sigma Black Belt, with extensive experience as a Lean leader. Her experience in applying continuous improvement includes daily management system design and execution, value stream performance improvement, and building cultures of excellence. She has an innate ability to build consensus, and to inspire and connect with people at all levels of an organization. A gifted educator and change management practitioner, Jennifer has created and successfully implemented numerous employee and leadership development programs that center on Lean management systems, while her projects as a Lean practitioner have achieved significant measurable results, including revenue gains measured in millions of dollars annually.

PROJECT EXPERIENCE:

• Providence Health & Services
• PeaceHealth
• SSPA
• HonorHealth
• FASA
• HealthFirst

EXPERTISE:

• Six Sigma/Lean Methodologies
• Business Process Design
• Policy and Procedure Development
• Strategic Planning
• Coaching/Mentoring
• Curriculum Development and Training
• Organizational Development
• Organizational Change Management
• Project Management

SAMPLE PROJECTS:

At PeaceHealth Jennifer was responsible for creating a system-wide Lean Green Belt training program. This program helped to align frontline caregivers with the knowledge, understanding, and tools to help drive improvement both locally and across the organization. It also enabled frontline caregivers to work hand in hand with local and system leadership during the training classes as well as on Green Belt projects, building relationships and collaborating to align local and leadership needs. During a project at Providence Health & Services Jennifer used her process improvement skills to focus on increasing patient satisfaction scores in several key nursing areas, as well as addressing high volumes of staff missed meals and breaks. Jennifer worked with teams to map current state swim lane diagrams that included all levels of staffing and responsibilities. They collectively identified improvement opportunities and gaps within the current state, then conducted pilot improvement projects on two units, with 30/60/90-day checks to assess progress. Following these tests, an additional slate of interventions was created, including daily staffing huddles, standard work, and hourly quality checks, with the pilot units achieving an increase in satisfaction scores by 11% and 26%. The project was ultimately rolled out across nine floors of the hospital, and it received both the President’s Excellence and Top Ten Achievement Awards.

For the IT Department at HealthFirst Jennifer worked with the Plan, Build and Run teams to identify gaps within their current documentation processes, and to identify and document current skills matrices. Standard work was created including Daily, Weekly, Monthly, Quarterly, and annual tasks, as well as job aids and an internal review process to keep the standard work up to date and correct. A RACI model was also created with SOP documentation to help the team clearly see and understand roles and responsibilities within the IT Department and with stakeholders.

EDUCATION AND CERTIFICATIONS:

Jennifer holds an MA in Organizational Leadership from Gonzaga University, and graduated Summa Cum Laude from Arizona State University with a BA in Organizational Leadership and Development. She is a certified Lean practitioner, GE Six Sigma Black Belt, and certified in GE Change Acceleration Process CAP™ and Workout™. Jennifer is also credentialed in IMA AIM (Accelerating Implementation Methodology), and in FEMA Healthcare Leadership for Mass Casualty.

Evangeline Abrigo specializes in event management and engagement analytics, with a background in the financial and hospitality industries. Her experience includes account management, experiential marketing, channel strategy, key performance indicator (KPI) reporting, and project management.

Evangeline’s management approach is built upon transparency, communication, and cultivating strong relationships with business partners. She identifies the strengths of her business partners and their resources, then acts as a conduit of collaboration to efficiently expedite projects. Her deep experience with analytical tools and project reporting helps her identify the right metrics for measuring success, build the appropriate systems to monitor progress, and mine results to generate meaningful reports.

PROJECT EXPERIENCE:

• Bank of America
• Legacy Marketing Partners
• Pernod Ricard
• Southern Glazer’s Wine & Spirits
• Patron Spirits

EXPERTISE:

• Microsoft Office including advanced MS Excel
• Tableau
• SQL
• Event Management
• Budget Management
• Product and Process Training
• Data and Sales Analysis
• Database Management

SAMPLE PROJECTS:

As a Business Analyst at Southern Glazer’s Wine & Spirits, Evangeline created a KPI dashboard to provide visibility to the sales division of their distance-to-goal metrics on a daily and weekly basis. She used SQL to pull and organize all of Washington State’s sales figures and formatted the data into an intuitive, dynamic Excel report. This dashboard displayed each SKU being tracked, which sales staff achieved their goals, and the remaining market gaps to pursue. Evangeline’s KPI dashboard tool contributed to a 98% completion rate over the previous year’s sales distribution goals. In addition, she provided training seminars and reference sheets to her sales division to teach them the basics of data analysis.

As an Event Manager for Pernod Ricard brands, Evangeline piloted an experimental marketing plan with retail chains in the Greater Seattle Area. She oversaw scheduling, budgets, and promotional staff training, and supervised activities to raise customers’ product awareness, managed point-of-sale customer incentives, and managed reporting on program results. The pilot program contributed to a 6.1% sales increase over the same period the previous year and was widely adopted as a model program.

EDUCATION AND INTERESTS:

Evangeline holds an associate degree in Business from Bellevue College, and is pursuing a Bachelor’s in Business Administration (Management Information Systems and Technology Innovation Management) at the University of Washington with anticipated completion in 2019.

In her spare time, Evangeline likes to read, listen to podcasts, and watch TED talks and stand-up comedy. She also enjoys archery, hiking, and cooking.

Susan Goodman, FAI, IGP, CRM, CIP, ECMs, ERMs, CIPP/US, CIPM, MLS, has more than 25 years of experience providing Information Governance (IG), Records Management (RM) and Privacy strategic guidance and program development, and management to numerous Public, Private and non-profit organizations. These organizations ranged from large, global, highly matrixed firms to mid-size organizations.

Susan has a holistic approach that benefits all stakeholder groups and the organization as a whole. Through her work, she helps organizations ensure compliance, reduce risk and cost, streamline operations and leverage information assets. She is certified in Information Governance, Records Management/Electronic Records Management, Enterprise Content Management and Privacy. She is seasoned in partnering with all stakeholder groups: RM, IT, Legal, Compliance, Privacy, Security, the Businesses and others – at all organizational levels – to achieve their goals and those of the organization as a whole.

PROJECT EXPERIENCE:

• Consumer Reports
• Bank of America
• Banc of America Securities
• Public Utilities Board of Brownsville, TX
• Washtenaw County
• City and County of Albany NY
• NY State Government
• Town of Wethersfield, CT
• Citigroup
• Toyota, Daimler Chrysler

EXPERTISE:

Information Governance, Records Management, and Privacy:

• Program design, development, implementation, and management
• Electronic records and information systems (e.g., ECM, EDRM)
• Records retention and disposition
• Record Preservation Hold process improvements for litigation, regulatory investigation, and audit
• IG, RIM and Privacy communication and training

SAMPLE PROJECTS:

At Consumer Reports, Susan was Director of Records Management and the business Privacy function. As these programs were in nascent stages, she led several projects to enhance them. One project was to assess the need and to develop requirements for an electronic IG/EDRM/ECM system. With IT as her partner, and in close collaboration with the businesses, she conducted a needs assessment, identified business, and technical requirements, developed and issued an RFP, evaluated vendors and their proposals and selected a vendor. She led a proof of concept project, to determine fit. She also led a Privacy project, which included creating the Privacy governance structure, conducting a Privacy inventory, reviewing and working with the Attorney to update Privacy policies, conducting data-mapping for Personally Identifiable Information (PII) and enhancing the Inventory of 3rd party PCI/PII. The third major project that she led for CR was to update CR’s Retention and Disposition Schedule.

As an SVP at Bank of America, on the Digital Records Project team, Susan was responsible for ensuring that all requirements specific to electronic records and record-keeping systems were identified and incorporated into the new enterprise-wide ECM system (Viewpointe). She teamed with internal and external partners (e.g., IT, the businesses, the host Viewpointe, and system integrator (IBM) to accomplish goals. In a separate initiative, she also co-designed and co-led a project to evaluate the compliance of existing technologies and applications (FileNet, Documentum, Systemware, OpenText, SharePoint, etc.) with requirements, to recommend mitigation strategies and monitor improvements.

EDUCATION AND INTERESTS:

Susan holds a Master’s Degree from the State University of NY at Albany’s School of Information and Policy.  In addition, she completed extensive PhD level coursework at the University of Michigan, School of Information – with a focus on Electronic Records Policy, Business Strategy and Business Law.  She enjoys family time and travel both within and outside of the US – especially to South Africa and Israel, where she and husband have lived. She is a US Citizen (born and raised in New York) and speaks Hebrew fluently.

Leah Selvidge offers a wide range of knowledge and expertise culled from 20 years of experience in marketing communications, event management, public relations and promotions in technology and the arts.  Leah began her career in Silicon Valley working in marketing communications and product marketing.  She relocated to Austin, Texas, in 1997 where she expanded her career in marketing communications, eventually starting her own public relations and marketing communications consulting firm where she applied her expertise to guide clients in early-stage start-up mode through the world of public relations and analyst communications.  She eventually expanded her business to include not only technology clients but government export missions seeking to expand their markets and business in the US.

Having been on the consulting side for more than 10 years, Leah offers great ingenuity and resourcefulness in rapid-deployment environments.  Her most recent experience includes representing the Quebec Government at SXSW Interactive, Film and Music Conference where she built a team to assist with both event production and press outreach for the organization’s 10-day participation in the largest multi-platform trade show, convention and festival of its kind.

Recent clients include:

• Government of Quebec – Minister of International Relations, La Francophonie and External Trade
• Government of Spain – ICEX – Spanish Institute for Foreign Trade
• Canadian Independent Music Association (CIMA)
• SASK Music
• Alberta Music

Leah has also provided consulting and leadership with projects and programs for:

• Apple Computer
• Photodex
• SXSW Interactive
• SXSW Film
• VolunteerSpot.com
• Media 100
• Hire.com

EDUCATION AND INTERESTS:

Leah holds a Bachelors of Science in Communication (Film Production Track) from the University of Texas at Austin where she also emphasized in Spanish in which she is highly conversant.  She enjoys travel, yoga, cooking, SCUBA Diving and skiing.