Columbia University

The Trinity School

Independent Consultant: Project/Program Management, Agile & Digital Transformation, Data & Analytics, IT Mgmt

Program Manager at a boutique life sciences consulting firm on year-long contract at Fortune 100 global pharma managing a Gen AI asset creation project. I’m responsible for:
•	Discovery and workshops to define all current state tool tests, collaboration with AORs
•	Use case definition, testing, and execution programs
•	Managing AI tool testing, taxonomy / DB of enterprise and MLR prompts
•	Cost savings analysis and tracking, Year 2 TCO
•	Ensuring that the cross functional teams aggregate use cases and results
•	Keeping SteerCo informed of the program process
•	Developing new operating model for internal agency and comprehensive playbook

The Stem

Principal Consultant - GenAI Program Manager

I have years of experience with top agencies and consulting firms and I now work as an independent consultant, providing digital, process, & technology services to my clients augmenting their teams or providing a fresh perspective on projects. My most recent project was designing and developing an enterprise-wide digital product for a CIO over a 16 month engagement.

I’m flexible, and can work independently as your advocate, or with your team as a partner. I’m ready to develop strategic initiatives, design products, work on technical specs, develop & control budgets, even select vendors. My recommendations are always based on the best B2C or B2B user experiences—and backed by data and analytics. I have no secondary objectives, such as selling large technical implementations or any other such agenda. 

So whether you’re creating a new digital experience, optimizing an existing program, or taking on any other digital initiative, let’s talk. We’ll build a roadmap, employ relevant technology, and judge our progress with customer feedback, KPIs and analytics.

Recent Projects:

-Digital Redesign Resource and Project Planning. Designed project financial modeling tool with onshore, near shore, offshore resource costs by phase. Included options to redesign, replatform CMS in multiple phases
-Innovative product design, technology stack evaluation & selection vendor due diligence and 16 month super AGILE (KANBAN) project management leading near shore vendor. Owned JIRA boards, and product prioritization stories and EPICS

River Road Consulting LLC

Principal

Working with AB Innovation and adjacent groups on program mgmt, workflow optimization on existing programs, leveraging my technical expertise, Agile transformation and implementation, ongoing coaching & training, building maturity models and tool / team configuration

•      Defining workflow process and program management across the Innovation group of cross functional members
•	Led agile transformation, building agile architecture for new product innovation team, training and coaching team
•	Manage program schedule with a comprehensive understanding of the critical path
•	Addresses problems by devising approaches to assess the situation, developing and testing options, leverage Agile tools and processes
Lead program and agile management for mission-critical GHQ project to tie marketing efforts to real time data using #AI and #Machine Learning reporting to VP of Data 
•	Defining agile transformation, building agile architecture for new product innovation team, training and coaching team
•	Acting as interim Scrum master, bringing together cross-functional team with SMs, POs, design, packaging, supply, logistics, and marketing teams
•	Designing, configuring Microsoft azure DevOps agile tool instance
•	Building agile runbook deliverable, defining and reporting on KPIs to two directors. 
•	Providing training and long term coaching

Anheuser-Busch InBev

Innovation Program Manager & Agile Transformation Lead

Working with business leaders and technology teams to manage a strategic supply chain workflow application
•	Defining Vision and Strategy for the product line and managing the application requirements and development
•	Evaluate Product Progress and plan product execution
•	Manage Application Life Cycle Management
•	Report to business on release plans, budgets, resources, application usage, and infrastructure/environment requirements
•	Manage multiple vendor contracts, project funding and reporting to finance and senior stakeholders

Johnson & Johnson Medical Devices Companies

Program Manager - Product Line Owner

Working as Head of Agile for the venture capital innovation group at global beverage company AB – InBev
•	Working with global units and stakeholder on strategic agile initiatives in marketing, logistics, advertising, digital, and logistics
•	Product Owner for mission-critical portfolio management platform upgrade for deal status, financials,
data and vertical news feeds
•	Working with Portfolio Manager and data team to define and execute on metric and KPI data feeds
•	Customizing training & coaching materials, developing and enhancing agile processes
•	Forming new agile teams globally, scrum master for 8 teams, and providing training and long term coaching

ZX Ventures

Program & Agile Transformation Lead for ZX VC - Portfolio App Product Owner

Leading the Agile Transformation at global technology firm business unit. Includes process improvement, Agile training, Agile coaching, KPI and metrics, due diligence on reviewing and selecting an enterprise Agile tool, creating a library of story templates. 
-Working closely with management to leverage Agile, develop stories and dependencies, Agile Frameworks and a comprehensive Playbook within a key enterprise group

Dell

Agile Transformation Program Lead

Lead consultant for all technology/IT/digital efforts for energy firm run by top Wall Street Exec and Petroleum Senior Leader. Perform due diligence in enterprise communications platform(s). Complete contracting, configure software, users, permissions/access controls. Lead research, vendor due diligence, and integrations for financial/general ledger platform

Develop digital strategy, negotiate domain names, move DNS records to various technology platforms, build-out site infrastructure, manage branding & marketing team on logo development, website content strategy, SEO, and taglines.

- Lead project management processes selected enterprise platform for PMs (internal and vendor) to collaborate in.
- Lead all digital/web strategy, branding strategy & design execution

mterra LLC

Lead Technology/Digital/Marketing Consultant

Working with Partner at a boutique consulting firm on technology management for Wells Fargo and and Metlife. Perform program management, Agile training and Agile coaching, leading client resources to understand and adopt Agile methodology for their big data workstreams

- Develop plans and actively manage large software release programs with team daily and leadership sessions
- Created first metLife formal DevOps software methodology, ensuring that frequent builds and QA took place on a nightly basis
- Document current state business processes, workflows, project goals, and resource utilization
- Developed and documented Product based Operating Model for entire MetLife Big Data client organization: working model, process flows, roles & responsibilities
- Owned software merge and environment deliverable to improve SDLC within Dev QA Stage and Prod environments
-Develop Agile training materials which include gamification and 2 day worksession materials
-Coach client on the features and advantages of JIRA to track Agile stories, velocity, and backlog
- Develop JIRA workflows, write all Story and Task templates
-Coach teams on the role of backlog grooming, prioritization, story development, and retrospectives
-Perform Agile training to key workstream resources

NewVantage Partners

Principal Consultant - Program Lead - Data & Product Owner for MetLife Data Project

Product Owner and core team member leading an end to end digital transformation along with CIO & SVP Digital Supply Chain, responsible for product management for our digital application product lifecycle, integration with enterprise applications and web services from CMS to ERP, EDW and Analytics platforms.

Developing a new technical architecture driven by  best in class CMS, micro services, TIBO service bus, and Enterprise Data Warehouse. Managing the product specs, marketing assets, technical architecture, vendor due diligence, and interfaces to in house third party software APIs and systems. The digital transformation will lead to enhanced operational efficiencies for Cenveo and an integrated and automated digital business. Lead AGILE product design & development

Cenveo

Program Manager & Technology Initiatives Lead

Retained by EY as a member of the EY Financial Service Office Digital consulting team after purchase of EMC Digital. Contributing team member in securing new business from several key client relationships including communicating the group’s capabilities, leading successful pitches from materials to orals and winning proposals. Instrumental in creating group’s marketing and capabilities materials.

Leveraged broad range of integrated services, including digital strategy, design, and prototyping, which leverage deep financial services industry experience with strong functional capability and product knowledge.

•	Led digital strategy engagement at major P&C insurer to develop a digital claims experience and data optimization with user experience and technology deliverables. Engaged with client leadership to gain buy-in on the need for digital servicing and engagement.
•	Led digital marketing and content strategy track for consumer brokerage firm engagement to enable an enhanced partnership with brokerage’s clients and increase KPIs, such as AUM, GNA, DARTs, and increased retention efforts. Developed program for acquisition, retention, and upsell based on customer data.
•	Led efforts across multiple engagements on Program Management, Digital Transformation, Marketing Analysis, Customer Experience, Data Process & Optimization

Lead Digital Strategist - FSO

Hired to develop a cohesive strategy practice. As key member of leadership team, drove the growth of the practice, expanded engagements in digital and content strategy, and established strong project management discipline. Developed new clients to broaden the group’s focus into a wide-ranging set of verticals. Led core engagements with a JPMorgan Chase, GE, Amex, Mars Inc, BNY Mellon, Liberty Mutual and other Fortune 100 firms. 

•	Product Owner, developed specs for global web application for JPMC
Built a comprehensive team to develop client strategies and engagements leveraging data/analytics to build personalized digital experiences for customers and employees.
•	Engagements included consumer facing Credit Card platform, Global Banking HR redesign, Digital Employee Workplace applications, Content Transformation, Data Visualization and Analytics/Algorithm platform.
•	Integrated EMC capabilities into a world-class digital strategy offering.
•	Managed capability leads, staffing decisions, oversaw practice financials, produced consistently high gross margins within Applications workgroup.

EMC Digital

Program & Strategy Practice Lead                              

Drove digital strategy and product development for large-scale engagements. Created programs for C-level and Senior Director clients to transform the digital channel into client’s primary content and marketing tool, allowing them to drive lead generation, optimize content workflows and monetize their digital properties.  Worked closely with agency CEO and Partners to create long-term client relationships with global perspectives. Owned portfolio of engagements with multiple clients. Managed and mentored Client Services staff. 

GE Capital
•	Product Owner, lead development of all specs, business cases, BRDs for global web application & template system.
Worked with CMO and GE corporate brand team to completely transform the brand’s digital strategy and represented HUGE in monthly multi-agency strategy meetings. Drove engagement and commerce on B2B site, drastically improving site KPIs for lead generation and thought leadership engagement.
•	Expanded relationship with GE to include its European sites and global digital strategy, engaged with GE EMEA marketing leaders to transform EMEA unit’s digital presence, engagement, and online lead generation. 

Nestle Waters North America
•	Developed digital strategy to improve e-Service functionality through a complete redesign of 7 brand websites.
•	Worked with teams on marketing communication plans to further leverage digital channel and increased net sales 15%.
•	Expanded the engagement into an annual retainer and became a core partner in the Nestle Inter-Agency team.

HUGE

Program & Engagement Director

Managed projects across portfolio of client engagements and partnered with marketing team to offer strategic guidance to clients. Successfully led multiple digital pitches with wins in excess of $5 mil. Responsible for client engagement, digital strategy and profitability. Directed team of Associate Directors and Managers with three direct reports, while partnering with Marketing, Creative, Strategy and Technology capabilities to drive projects to successful completion.

Bristol-Myers Squibb
•	Managed key Neuroscience & Oncology franchise projects increasing strategic work while retaining tactical projects. 
•	Partner on successful pitch of key PRM program, grew account to $12MM
•	Engaged with BMS Finance and Global Procurement to streamline FDA and vendor processes.

Sanofi-aventis
•	Managed client relationship and drove future projects in pipeline. Partnered with marketing team to increase business 400% to over $4 mil in fees.
•	Leveraged technical expertise to kick-off and manage team for key portal implementation across US brands.

Digitas Health

Vice President/ Director

Directed strategic projects across portfolio of client projects. Member of Client Service Team (CST) responsible for client engagement, digital strategy, solution quality and profitability. Managed resource allocation for client services for 20 team members and on projects up to $3MM. Managed and mentored 3 direct reports.

Mass General Hospital Web Redesign Project
•	Product Owner, developed product specs and led strategy to redesign client’s digital platform to serve hospital centers of excellence, patients, and community. 
•	Directed team of information architects, business analysts and content strategists to work with MGH to develop content for the new healthcare portal. Defined new processes to allow for centralized site content creation.

McKinsey & Co - McKinseyQuarterly.com
•	Managed strategic projects with $2 million in annual fees to add new features and partnership programs to site 
•	Worked with client stake holders to improve process and resource requirements on e-commerce and registration flow on the McKinsey site, increased registered content users by 50%.

IconNicholson / LBi International

Client Service Team - Project Lead

Managed strategic projects across portfolio of Time Inc. Interactive (TII) sites supported by Vignette CMS, implementation of blogs, RSS feeds, and lead SME group to specify next generation of Content Management System. Collaborated with Director of Products and Time Inc. Legal, and Corporate Information Security on vendor due diligence and technology audits. Senior Project Manager on all EW.com and Parenting.com projects.

As Search Engine Optimization Manager I developed standards for technical and editorial optimization of sites and worked with technologists to gain large increases in referrals from Google and Yahoo.

Time Inc.

Time Inc Interactive - Senior Project Manager

U. S. Trust Account - Sales Presentation Management Development
Lead team of architects, technologist, developers, and designers on web application for financial services firm
•	Converted business requirements into functional specifications including business logic and managing complex compliance requirements.
•	Developed project plans and budget, coordinated implementation of financial business rules in application
•	Engineered processes and software modules to ensure SEC and NASD compliance to enhance client’s workflow

Philips Lighting USA 
•	Managed client relationship and coordinated relationship with Philips Consumer Electronics USA and Philips Software Holland
•	Manage team of developers, designers and technologists building software for web and kiosk application.

Chrysler - Dealer Training Kiosk System						
•	Developed proposal and acted as Client Partner on software application project to control kiosks, handheld devices and server.

Omnicom Group

Program & Software Development Manager  

Avaya Telecommunications Account
Project Manager for team of Information Architects, Strategists, Technologists, Developers, and Designers for Business Partner Portal design and implementation 

•	Develop and manage project plans
•	Track deliverables and forecast revenues & margins.
•	Manage staff of redesign project of Avaya Partner Portal using utilizing ATG, JSP, Siebel Partner Portal (major rollout with functionality and UI audits), HTML and Interwoven CMS.
•	Work in tandem with client’s representative managing architecture development, content creation and storage for numerous Avaya product houses.
•	Develop technical strategies towards user personalization for site redesign.
•	Developed processes which enabled development and assembly of 1800 pages of content for Partner Portal while staff was reduced 10% - 
•	Wrote contracts for successful client pitches

Razorfish

Project Manager

Project Manager/Technical Architect /Member of Hiring Team
Structured architecture for web sites and databases, and managed programmers. Developed proposals, technical designs and executed database modeling. Improved the organizational structure, in turn increasing profits.

•	Hired and managed System Admin & Perl programmers for Informix legacy database integration on 250-page site.  
•	Architected sites, designed client administrative pages
•	www.afponline.org - (American Financial Planners)
•	www.afponline.org/conference_planner/program/ItineraryManager.cgi - (automated conf. planner)
•	 www.dttgfsi.com  - (Deloite & Touche) retainer contract for entire portal.

Web Zeit

Formed company which designed and implemented applications, relational databases, and network solutions. 

Manage programmers, project plans, and UI, software designs for corporate and retail markets. Construct complex bids on contracts requiring hardware and software consultants. Increased client’s profitability by allowing access to critical data.

Clients included software, market research, project management, retail consulting, and design firms.

Project Manager for software firm, managing timetables, business plan, and coding.

Designed and implemented SQL databases, scripts, and batch files.
Supplied databases that efficiently track client contacts, project estimating, invoicing, and inventory, expanding sales for clients. Exported data from multiple vendor applications.            
Installed hardware, software, LANs, and routers for broadband access.
Created numerous user studies and user manuals for client’s processes and databases.

Simon Metz