Samir Sohail, Management Consulting Expert in Dallas, United States
Samir Sohail

Management Consulting Expert in Dallas, United States

Member since March 7, 2022
Samir is a technology strategy and large-scale business and digital transformation executive with over 20 years of experience. He combines in-depth business and IT strategic planning experience to advise Fortune 500 C-level leaders like CIOs, tech and ops organizations, and business unit heads on topics like technology-based value realization, increasing revenue, modernizing portfolios, accelerating business growth, enhancing customer experience, mitigating risks, and cost reduction.
Samir is now available for hire

Career Highlights


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Case studies


  • Business Transformation
  • CIO Advisory
  • Cloud Strategy & Adoption
  • Cost Reduction & Optimization
  • Enterprise Architecture
  • Management Consulting
  • Program Management
  • Technology Strategy & Architecture


  • Independent Senior Advisor

    2021 - PRESENT
    • Served as an independent senior advisor, contracting via a big four management consulting firm, working with CIOs and business executives around large-scale transformation initiatives.
    • Formalized the business case, planning, and execution structure for a US leading health insurance firm for a $300 million cloud foundation transformation initiative.
    • Led cross-functional governance as part of separation management office for an $8 billion valued security company's divesture effort.
    Focus areas: CIO Advisory, Mergers & Acquisitions (M&A), Cloud, Business Transformation, Program Management, Project Management
  • Partner

    2016 - 2019
    • Analyzed portfolios ranging from 100 to over 1,000 apps spanning across value streams and business domains. Identified initiatives that enhanced customer experience and increased competitive advantages as part of digital transformation efforts.
    • Led technological strategy assessments utilizing tools and accelerators to understand operations, pain points, portfolio health, functional gaps, technology risks, technical debt, market competitiveness, UX, architecture, and talent needs.
    • Managed strategic programs looking at multiple GEOs to standardize towards enterprise-level ERP platforms and modernize systems built on obsolete technologies.
    Focus areas: Business Transformation, Digital Transformation, CIO Advisory, Technology Strategy & Architecture, Business Development, Program Management, Management Consulting, Project Management, Operations, Supply Chain
  • Practice Leader

    2013 - 2016
    Tata Consultancy Services
    • Managed the enterprise's architecture efforts in establishing operating models for clients' "Quote to Cash" businesses. Recommended over 60 initiatives around nine programs and improved revenue projections by $1 billion over four years.
    • Headed the governance for infrastructure transformation programs. Over 60 projects, five program pillars, and vendor management. Fasten the program's schedule by 25%. I was one of the five account's strategies chiefs.
    • Led a cost reduction strategy, cloud adoption, and business planning. Led the business planning activities by identifying cost-cutting opportunities for the Bank’s EMEA, APAC, and cross-functional portfolios, representing around $1 billion savings.
    Focus areas: Target Operating Models, Enterprise Architecture, CIO Advisory, Business Transformation, SAP ERP, Infrastructure, IT Governance, Business Planning, Management Consulting, Project Management, Operations, Supply Chain
  • Practice Leader

    2009 - 2013
    • Led the GTM strategy efforts focusing on the customer journey, recommending over 50 initiatives to position the firm as a market leader within the Canada Wealth Management space. Increased growth forecast by 100%. Worked closely with the Bank’s CEO.
    • Led portfolio modernization and cost optimization efforts for a multi-national investment bank analyzing around 500 apps within 21 domains to achieve $200 million in savings over five years, with a 30% reduction in portfolio size.
    • Managed data management strategy activities for a $36 billion investment bank, analyzing current and target state views focusing on enterprise models, metadata management, and business intelligence aspects (encompassing 21 focus areas).
    Focus areas: Growth Strategy, Application Rationalization, Portfolio Modernization, Cost Reduction & Optimization, Cloud, CIO Advisory, Business Development, Data Management, Management Consulting, Project Management, Operations, Supply Chain
  • Senior Manager

    2002 - 2008
    • Led credit card provider. Steered all facets of the $40 million membership rewards platform, maximizing share in the loyalty-based cards market. Generated $300 million in savings over four years and managed 80 resources.
    • Served as program manager for a large US property and auto insurance provider. Managed a top strategic initiative (BI rating platform) focused on pinpointing customer segments, achieving 20% cumulative savings for relevant LOBs.
    • Established a national pricing system's core architecture for a $90 billion American integrated managed care consortium to facilitate comprehensive medical services to 8.5 million members while standardizing underwriting and pricing processes.
    Focus areas: Business Transformation, Portfolio Modernization, Data Management, Solution Architecture, Program Management, Operations, Supply Chain
  • Senior Architect

    1997 - 2002
    • Established the architecture for the firm's strategic integrated on-demand network (ION) platform with $1 billion for investment. Set the standards for all company-wide provisioning capabilities as a crucial part of the core architecture team.
    • Hired and trained a team of solution architects whose efforts enabled the successful implementation of the company's strategic platform.
    • Achieved quality process improvement (QPI) 100% compliance ratings for the course of deliveries.
    Focus areas: Solution Architecture, Project Delivery, Business Transformation, Operations


  • Bachelor's Degree in Electrical Engineering
    1994 - 1996
    University of Oklahoma - Norman, OK


  • AWS Certified Solutions Architect | Associate
    FEBRUARY 2021 - FEBRUARY 2024
    Amazon Web Services Training and Certification

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