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 Expert  726953

Expert in Program/Project Management, ERP Implementations, Business Operations; Certified Six Sigma Black Belt

Available for your Consulting and Expert Witness Needs

California (CA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

A seasoned Senior Project Manager with a record of delivering business solutions with superior operational benefits, acknowledged for excellence in Systems Implementations, timely project execution, global cross functional teaming, and problem solving. Utilizes effective interpersonal skills to motivate diverse workforces to successfully meet goals and objectives, a reputation for being organized, honest, confident, with a warm and effective communication style Senior Project / Program Manager, Certified Six Sigma Black Belt, High Performance, Passion for Success, Superior Problem Solver, Innovative Thinker, High Energy, Resourceful, Action Oriented, Project Implementation, Integration, Deployment, with Guaranteed Business Results


business management


change management


critical path method


project assessment


project execution planning


project management


project planning


project review


project scheduling


value analysis program management

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: San Jose, California;  San Francisco, California;  Sacramento, California;  Oakland, California;  Stockton, California;  Fremont, California;  Modesto, California;  Salinas, California;  Santa Rosa, California;  and Hayward, California.

Year   Degree   Subject   Institution  
1981   BS   Accounting   San Jose State University  

Work History:
Years   Employer   Department   Title   Responsibilities

2000 to 2009




Americas Sales Operations


Sr. Program/Project Manager


• Led North America in a multi phased ERP System Implementation of Oracle 11i managing Stakeholders Engagement and Sponsorships, Field Sales Business Readiness, Business Requirements gathering, documenting “as is” and “future” processes, Business Functional Testing, System Access Mapping, Assertion Dashboards, Change Acceptance & Management, Field Training & Communication Plans for all of North America Sales and Services Organization. • Managed Customer Advocacy program to answer to Customer's Top Issues/Concerns, managing the US's Top 100 Named Customers accounting for 80% of US's Hardware/Software/Storage/Services Business • Led a cross functional team and a SIGMA Workshop (OSCAR) to maximize revenue opportunity from outsourcing of the renewals of service contract, reporting ROI of $1.3M. • Led the Recommend Sun Index quarterly survey of top 200 Customers for Sun in North America, ensuring continuous improvement in the index measured, starting with a 94% and ending with 98.9% RSI • Chaired and lead an FY04SRS Workshop reporting $13.2M in operational benefits from incremental revenues achieved by the new strategy. • Represented the US region on this global GTY SIGMA project, chasing the Field Sales Reps to close on incremental Orders as a direct result from the Get To Yes process yielding regional ROI of over $19M. • Developed an Action Plan for the Leasing VP in the US to manage leasing goals and deliverables by Selling Unit within North America. • Coached Black Belts and Green Belts as they embarked on their Sigma careers. • Kicked off the Point Of Intersection (POI) team and facilitated cross functional face to face workshops to train users on the new POI sales strategy. • Managed the Partner Portal Business process re-engineering ensuring that future customer requirements are gathered and implemented within the deployment of the Partner Portal. • Represented the Americas eBusiness program office in the Six Sigma/GE team to tackle the problem of Long Server Acquisition lead times between Sun and GE. • Managed the Global Master Reference Data track within the SunRAMP project; completed project initiation, team formation, application setups process, conversion processes, and gathering global requirements for Customers, Sales Reps, Parts and Pricing, Territories, etc. Led team through the AOA (Alternative Option Analysis) exercise where we determined the GAPS between the current baseline system and requirements from various businesses around the world. • Participated in several programs to represent the Americas eBusiness needs to increase customer satisfaction and to ensure customer requirements are met.

1999 to 2000




SMI Global Sales Organization, eSun


Sr. Program Manager


• Managed eSun Releases within Computer Systems Global Program Office. Represented CS in the Sun Customer Registry ensuring that Global requirements were in place • Managed to goal the eSun design, development, and implementation of various program releases • Initiated Computer System's Metric reporting on Orders received through the Web and summarized the Top 200customers activities by time zone for all type of Orders received from period to period • Managed weekly calls with 3 time-zones: Americas, EMEA and APAC to ensure proper engagement was in place and to align efforts between the Global Program Office, eSun and the various time-zone drivers • Engaged with cross cultural teams across all GEOS to achieve the eSun objectives of creating universal interface to systems of records for customers, internal users, and partners. • Ensured compliance with the developed architecture and eSun goals and established consistent process for use in concurrent country implementations and maximized leverage opportunities • Managed implementation of projects from initiating, planning and executing to closing and post deployment support. Improved several processes including planning, risk management, integration, scope content & sub-contractors management. • Demonstrated a track record of building & leading high performing multidisciplinary project teams. • Managed cross functional stakeholders with different business needs, expectations and schedule. • Evangelized and communicated eSun architecture and goals to the field and the division senior management delivering eSun capabilities in support of the corporate goals • Worked with world wide division drivers and eSun web organizations to define and prioritize business requirements for various initiatives • Directly managed 2 Program Managers in the Release and Implementation team of the global Deployment Office, leading and guiding individual project teams

1999 to




SMI Corporate Finance


Program Manager


Career Accomplishments:

PMI, iSixSigma,


Six Sigma BB certification

Professional Appointments

St. George Church Board Member

Publications and Patents Summary

Published 2 white papers at the Oracle OAUG Groups in Honolulu Hawaii and Barcelona Spain

Consulting Services:
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.

Language Skills:
Foreign Language   Description
Arabic   Native language
French   Sacred Heart French elementary and high chools

Market Research:
Led several progams to manage Sun's Top and Elite customers including: 1. RSI surveys and metrics (this is the Recoomend Sun Index, it allwed us to see what our large customers are telling us to focus on problem areas by targeting this index to continuous improvements) 2. CHP program (this was our Customer Health Program where top and elite customers would submitt their top issues/concerns including shipments and fulfillment of orders via the their Account Exec.

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:

Wrote 2 Oracle Implementations White papers: 1. Oracle Application Setups and change controls 2. How to reconcile Oracle Accounts Receivables and close the books seamlessly using Oracle modules

Supplier and Vendor Location and Selection

Led a 6 Sigma project to outsource Sun Support Service contracts to an outsourcing agency called Service Source in San Francisco. This saved the company millions of dollars and allowed the sales force to focus on large ticket items and named Customer Accounts.

Other Skills and Services

SUMMARY QUALIFICATIONS:: * Certified Black Belt SIGMA skills * Project Management * Process Improvements * Focused Change Management * Sales Operation * FP&A / Consolidations / Reporting * Innovative Process Re-engineering * Program Management * Persuasive communications * Business Process Simplifications * Oracle Financials * Quality and Customer Advocacy * Comprehensive Team Leadership * Business Analysis * ERP System Implementations


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