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 Expert  723727

Expert in Quality by Design, Good Laboratory Practices, Intellectual Property Security, ICH and FDA Compliance

Available for your Consulting and Expert Witness Needs

Virginia (VA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

As the former CIO of a Fortune 50 product development and commercialization subsidiary, and the executive tasked with building an ISO compliant records management program, Expert has had more than 15 years of experience planning, developing, implementing and then managing electronic systems, from small companies to multi-national conglomerates. Whether it's a system to track a project across virtual project teams in 3 different countries or a simple records listing for a small company, Expert gets it because Expert's been accountable for it.

As a former FDA-trained auditor, the CIO of a medical device development company, an international author and now a consultant on this topic, Expert gets it - from the concerns of the shippping and receiving clerk to the worries of the CEO and his or her governance board. Expert publishes a monthly newsletter, SMARTERCOMPLIANCE, covering this topic, and has had his articles repeatedly syndicated around the globe. Caveat emptor: Expert provides practical, to the point advice.

Expert gets it - from the confusions of the IT help desk fellow to the worries of the CIO and CCO. Much of Expert's work in this area focuses on how companies can build validation into typical IT projects and processes to reduce costs without jeapardizing compliance. Expert provides practical, to the point advice with no bull. And, since he doesn't "sell" validation services, you don't need to worry about any hidden agendas.

Expert's expertise on this is NOT as a lawyer; rather he focuses on how to secure your IP before it's stolen or your collaborator "borrows" a little too liberally. He's given speeches on how to do this for 3-man start-ups and large divisions, and recently wrote a significant article in the European Biopharmaceutical Review on how to protect your IP during drug and device development collaborations. Since the day Expert first started back in the IT industry, 15+ years ago, he's focused on securing information and intellectual property.

For the past 15+ years, Expert has been accountable for: - identifying potential projects - ensuring their alignment with business objectives - prioritizing multiple projects - obtaining funding and approvals for projects - implementing projects - overseeing project teams - rescuing "failed" projects - cleaning up / documenting projects Expert's written several articles on this, all of which have been reprinted and syndicated around the world.


electronic system program management


Food and Drug Administration compliance


Food and Drug Administration validation


intellectual property


project assessment


project execution planning


project management


project planning


project review


project scheduling


software project management

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: Virginia Beach, Virginia;  Norfolk, Virginia;  Chesapeake, Virginia;  Richmond, Virginia;  Newport News, Virginia;  Hampton, Virginia;  Alexandria, Virginia;  Portsmouth, Virginia;  and Suffolk, Virginia.

Year   Degree   Subject   Institution  
1995   MS   Cultural Geography   University of Kansas  
1990   BA   Government & East Asian Studies   College of William & Mary  

Work History:
Years   Employer   Department   Title   Responsibilities

2006 to





Managing Director, Co-Founder


Managing director, principal consultant and co-owner of firm

2005 to 2006


Philip Morris USA


Information Services / R&D and Product Development


Senior Executive Manager


Divisional CIO/CTO for the product development and commercialization division of Philip Morris USA, Inc. Business consultant to Enterprise IS organization for the new research & development metropolitan campus. Oversaw merger and acquisition of Chrysalis Technologies.

2000 to 2005


Chrysalis Technologies


Information Services, Records Management and Compliance




Reported to the CFO for a product development and commercialization subsidiary of the Altria Group, Inc.. Strategic projects included ISO 17799 compliance, portfolio management, and FDA 21 CFR Part 11 compliance. Yearly budget averaged 8% of total organizational budget.

1998 to 2000


Philip Morris USA




IS Team Leader


Managed the IS department of 2 trade-secret, research & development facilities. Built successful cross-functional project teams while maintaining client confidentiality. Managed budgets of mixed IS and business assets and projects; provided oversight for all IS purchases and budgets for Philip Morris's $2B R&D Division. Later led a cross-company (Altria, Philip Morris, Kraft), $3.5M project to conceptualize, design and build an IT infrastructure specialized in engineering and scientific environments for new operating company, Chrysalis Technologies. Invited to join Chrysalis as CIO.

1997 to 1998


IPC Technologies


Project Management


Team Leader / Consultant


Team leader of a five person team in a time-sensitive project at two Philip Morris USA manufacturing facilities - rescued project to be 1 month ahead of schedule and $100K under budget. Retained as internal technology consultant to business client factory management.

1996 to 1997




Information Services


IS Department Engineer


National environmental engineering firm in which position reported directly to the CIO and handled budgeting, procurement, project management and security – both physical and electronic.

1996 to 1996


Infinitech Technology Consultants



Systems Support Analyst & Trainer


For this small, now defunct, consultancy, migrated 600+ users from mainframe to PC environment. Later sub-contracted to design and build the project office computing environment for a world-wide SAP R/3 conversion.

1994 to 1995


Allen Marketing & Management



Advertising & Sales Manager


Responsible for advertising, marketing and contract negotiations for 10 scientific journals and organizations at Allen Press, a $25M company. Increased advertising revenue of clients' by an average of 23% over 1 year. Authored internal whitepaper on Internet revenue opportunities for Allen Press. Developed new contract terms for clients (saved $8,000 a year per client).

Beta-tester for Microsoft for Windows 95.

Career Accomplishments:

American Management Association (AMA); Regulatory Affairs Professional Society (RAPS); Management Roundtable / FastTrack; Institute of Management Consultants (IMC USA); Society of Professional Consultants (SPC); Instititue of Validation Technology (IVT); American Society for Quality (ASQ); Independent Computer Consultants Association (ICCA); Product Development & Management Association (PDMA); Food & Drug Law Institute (FDLI); Information Systems & Controls Association (ISACA); Virginia Biotechnology Association (VaBIO); IT Compliance Institute (ITCI); N-TEN (nonprofit technology development association); Hampton Roads Technology Council; Society for Information Management (SIM); World Future Society (WFS)



Professional Appointments

PC Magazine Advisory Board; INC Magazine Inner Circle; Microsoft Internet Research Panel

Publications and Patents Summary

He has 8 internationally syndicated articles and one recent booklet on controlling compliance costs.

Selected Publications and Publishers  
 - European Biopharmaceutical Review  
 - Yearbook of Experts/LexisNexis, Journal of Projects & Profits, The Independent  
 - Ziff Davis  
 - Journal of Projects & Profits  
 - Self (booklet)  

Government Experience:
Years   Agency   Role   Description
1988 to 1999   Department of Defense - Defense Logistics Agency   Internship   He spent two summers interning in the Defense Command Support Office, researching new weaponry, logistical capabilities and preparing presentations for senior generals, top diplomats, and senators and cabinet members.

Consulting Services:
Selected Consulting Examples:
  • He helped a scientific product development & commercialization company shave 16 months off their development timeline by redesigning the roles of IT and marketing on their portfolio management board, implementing rapid-prototyping technology and then architecting an information management "book-shelving" strategy.
  • He helped a medical device design organization reduce the time and the effort to validate its systems to FDA's 21 CFR Part 11 standards. For spreadsheets alone, the validation effort was reduced from 30 to 10 "man-days".
  • For a Fortune 100 company, he was brought in to rescue a project running four months behind and $.5 million over budget by overseeing the three vendors and their project teams. Within 90 days, the project was 22 days ahead of schedule and under budget. The improved project customer satisfaction provided our client the opportunity to ask us to implement additional "nice-to-have" project components during the "recovered" days.
  • Bringing together line-of-business and IT executives, he facilitated creation of a continuous improvement framework for IT that saw business satisfaction rise from 6.1 to 9.7 (out of 10) within twelve months. The business received better service and IT received more funding and freedom.
  • For an engineering group, he designed a proactive system maintenance plan and a "compliance health check" program, that increased the usability of high-end graphical modeling systems from four to six years, allowing two years of funding (that would have been spent on new computers) to shift to other company projects.
Recent Client Requests:
  • Expert in medical affairs/safety for consulting on requirements for medical device Reportable events, reporting requirements for UADE in the US and EU.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

International Experience:
Years   Country / Region   Summary
2005 to 2005   Ireland   During an IVT conference, he was invited to coach and provide in-depth advice to numerous executives just starting compliance programs (or shifting their compliance programs from an EU-focus to a broader EU, ISO and FDA focus).

Language Skills:
Note that co-founder and partner in firm is completely fluent in Spanish (particularly centro-American Spanish)

Market Research:
When advertising manager, increased revenue of clients an average 23%.

Founded own consulting company.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

"Dealing Successfully with Your IT Department for Non-IT Executives"; "Cost-Effective IT Strategies for Nonprofits"; "ISO Records Compliance Overview"

Supplier and Vendor Location and Selection

Laboratory equipment vendors, facility equipment vendors, computer hardware and software vendors, IT outsource vendors, contract research and contract laboratory organization vendors, contract manufacturers, print shops, marketing outsource providers


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