Founder - Process Excellence, AI COE Leadership, and Transformation
2012 - PRESENT
KALAS Advisory Inc.
- Launched Lean and AI COEs, driving process improvements, deploying AI capabilities across cross-functional teams, implementing corporate objectives and key result (OKR) systems, delivering training, and providing ongoing leadership coaching.
- Delivered process and systems transformation, Lean Six Sigma deployment strategies, regulatory risk advisory, and business and process architecture expertise to large organizations across Canada.
- Led systems inventory rationalization programs, collecting and assessing all cross-functional applications, costs, licenses, and contracts to provide executive team recommendations for their Target State Operating Model.
- Collaborated with KPMG, Metrolinx, and Rodan Energy on long-term interim leadership arrangements and contract work assignments.
- Deconstructed and mapped customer onboarding and data qualification workflows, eliminating manual processing friction to build a scalable, audit-ready framework.
- Built and organized centralized SharePoint and Excel tracking repositories to catalog corporate documentation, banking files, and compliance data with zero operational friction.
Focus areas: Business Advisory, Objectives & Key Results (OKRs), Business Process Re-engineering, Business Transformation, Training & Training Content Development, Training Workshops, Innovation Workshops, Business Architecture, Enterprise Business Architecture, Operational Excellence, Process Design, Process Redesign, Process Improvement, Process Flows, Work Process Design, Process Transformation, Visio, Global Operations, Program Management, Continuous Improvement, Business Process Flow (BPF), Board Presentations, Enterprise Change Management (ECM), Consulting, Management Consulting, Operational Efficiency Improvement, Strategy, Six Sigma, Process Mapping, Office 365, SharePoint, Six Sigma Black Belt Certified, Human Resources (HR), Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Center of Excellence (CoE), Change Leadership, Business Systems Analysis, IT Program Management, Business Process Improvement (BPI), Executive Consulting, Structure & Organizational Design, Key Performance Indicators (KPIs), Microsoft Teams, Change Management, Quality Assurance (QA), Learning & Development, Employee Training, IT Deployments, Licensing, Procurement, Business Performance Management (BPM), Business Strategy, Market Research, Market Research & Analysis, Growth Strategy, Microsoft Power BI, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Operating Models, Global Banking, Organizational Design, Agile Coaching, Payroll Transformation, SaaS, Product Roadmaps, Scalable Operating Models, Salesforce, Enterprise Resource Planning (ERP), Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Retail Strategy, Product Strategy, Business to Consumer (B2C), Business Analysis, Retail & Wholesale, Backlog Management, Business Planning, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Learning Management Systems (LMS), Product Consultant, Performance Improvement, COO, AI Consulting, Business Communication, Partnerships, Data Strategy, Presentations, Revenue Growth, Data Analysis, Financial Modeling, Storytelling, Strategy Development, Research, Scaled Agile Framework (SAFe), Technical Writing, Digital Transformation, Business & Digital Transformation, Application Lifecycle Management (ALM), CTO, CIO, Digital Transformation Program Management, Business Consulting, Modeling, Retail Sales, Retail Technology, Data Science, Artificial Intelligence (AI), Technology, Team Coaching, Logistics & Supply Chain, Quality Management, Creative Strategy, Management, Business Process Analysis, Talent Acquisition, Workday, Lean Six Sigma Black Belt, Vendor Management, Supply Chain, R&D, Manufacturing, Agile, Risk & Compliance, Business Development, Business Process Optimization, Operations, Chief Operations Officer (COO), Entertainment & Leisure, Policy Development, Knowledge Management, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Business, Customer Journey, Lean Six Sigma, Onboarding, Operational Audits, Root-cause Analysis (RCA), Kaizen, Client Success, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Corporate Finance
Partnership Integration Strategist
2025 - 2026
PetScreening
- Engineered a repeatable partnership playbook and roadmap for a PropTech firm, transitioning ad-hoc workflows into a standardized infrastructure that reduced time-to-market for integrations.
- Developed a suite of automated Gantt charts and KPI tracking templates to institutionalize a "single source of truth," de-risking the technical hand-off between products and ensuring consistent performance across the partnership lifecycle.
- Architected a data-driven partnership roadmap and reporting cadence, defining core success metrics and scalable collaboration templates to provide the operational rigor necessary for high-growth integration strategies.
Focus areas: Process Advisory, Partner Onboarding, Quality Management, Management, Business Process Analysis, Lean Six Sigma Black Belt, Vendor Management, Product Management, Risk & Compliance, Business Development, Business Process Optimization, Operations, Knowledge Management, Artificial Intelligence (AI), Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Corporate Strategy, Business, Lean Six Sigma, Onboarding, Operational Audits, Root-cause Analysis (RCA), Kaizen, Client Success, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis
Instructor | Foundations of Quality and Process Excellence
2018 - 2026
University of Toronto
- Taught the core principles behind leading process excellence and quality methodologies, such as ISO, total quality management (TQM), and Lean Six Sigma, and demonstrated how to apply Lean Six Sigma methodology to business situations.
- Provided knowledge on how organizations use process excellence and quality management to deliver customer value, generate returns, and improve workplaces.
- Delivered a comprehensive course on the concepts and practices of quality management and process reengineering, providing a solid foundation for learners.
Focus areas: Lean, Six Sigma, Operational Excellence, Process Flows, Six Sigma Processes, Process Improvement, Process Transformation, Objectives & Key Results (OKRs), Global Operations, Program Management, Continuous Improvement, Business Process Flow (BPF), Consulting, Management Consulting, Strategy, Process Mapping, Office 365, Training & Training Content Development, Innovation Workshops, Training Workshops, Six Sigma Black Belt Certified, Organizational Effectiveness, Standardization, Change Leadership, Business Process Improvement (BPI), Executive Consulting, Structure & Organizational Design, Key Performance Indicators (KPIs), Change Management, Quality Assurance (QA), Learning & Development, Employee Training, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Agile Transformation, Business Processes, Project Management, Stakeholder Management, Business Analysis, Business Planning, Cost Efficiency, Operational Modeling, Learning Management Systems (LMS), Product Consultant, Performance Improvement, Business Analysis, Change Management, Relationship Building, Stakeholder Management, Process Improvement Project Management, Strategic Planning, Partnership Strategies, AI Consulting, Business Communication, Data Strategy, Presentations, Revenue Growth, Data Analysis, Storytelling, Strategy Development, Research, Scaled Agile Framework (SAFe), Technical Writing, Stakeholder Management, Requirements, Digital Transformation, Business & Digital Transformation, CTO, CIO, Digital Transformation Program Management, Business Consulting, Modeling, Artificial Intelligence (AI), Technology, Team Coaching, Agile Project Management, Business Transformation Project Management, Payroll & Benefits, ADP, Logistics & Supply Chain, Quality Management, E-learning, Instructional Design, Creative Strategy, Management, Business Process Analysis, Lean Six Sigma Black Belt, Product Management, Risk & Compliance, Business Development, Business Process Optimization, Entertainment & Leisure, Policy Development, Knowledge Management, Artificial Intelligence (AI), Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Objectives & Key Results (OKRs), Program Management, Project Management, Cross-functional Coordination, Project Planning, Business, Customer Journey, Lean Six Sigma, Operational Audits, Root-cause Analysis (RCA), Kaizen, Client Success, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis
Artificial Intelligence Executive Speaker & Coach
2025 - 2025
Shell
- Led a session for 50 executive leaders on deploying AI and prioritizing high-impact operational use cases.
- Enabled leadership to identify high-ROI AI initiatives that automate reporting and lower operational expenses.
- Provided guidance to Shell leaders on how to apply OpEx and AI to their specific work areas.
Focus areas: Artificial Intelligence (AI), Technology, Business Transformation, Team Coaching, Architecture, Machine Learning, Digital Transformation, CIO, Business.Business Strategy.Business Requirements, Technical Business Analysis
Business Analyst and Business Operations Consultant
2025 - 2025
Alotten, Inc.
- Evaluated eight Lean practitioners for a Texas insurance leader, benchmarking technical problem-solving skills against global standards to ensure the team could navigate the "Complexity Wall" of high-stakes insurance operations.
- Conducted deep-dive competency audits to identify gaps in root-cause analysis and data discipline. Provided leadership with an objective risk profile to ensure Lean projects were led by top-tier technical talent.
- Validated the ability of Lean resources to translate technical findings into executive-level value. Ensured the team was equipped to lead change and drive standardization across global, asset-heavy insurance functions.
Focus areas: Business Analysis, Business Operations, Research, Financial Modeling, Data Analysis, Strategy Development, Market Research & Analysis, Storytelling, Market Research, Quality Management, Business Process Analysis, Lean Six Sigma Black Belt, Business Process Optimization, Artificial Intelligence (AI), Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Objectives & Key Results (OKRs), Lean Six Sigma, Root-cause Analysis (RCA), Kaizen, Client Success, Business.Business Strategy.Business Requirements, Technical Business Analysis
Process & Tech Improvement - Senior Director
2023 - 2024
LOBLAW COMPANIES LTD.
- Optimized vendor and product onboarding workflows, managing the centralized documentation, SaaS contracts, and compliance profiles across highly siloed organizational departments.
- Led process design workshops of cross-functional executive teams that reengineered the operating model for the Insiders Report Program and its enterprise processes. (driving over $600 million in sales of new private-label products annually).
- Led facilitated process design workshops that reduced Loblaw private label product development-to-launch time by 40%, from 420 to under 250 days, by aligning teams, adjusting service level agreements (SLAs), and implementing parallel work sequencing.
- Managed a team of eight process improvement and system design professionals who delivered software solutions, cross-functional process improvements, and analytics dashboards.
- Led the management and review of SaaS contracts, licenses, and vendor agreements as part of a systems optimization program for food product development, packaging, product specifications, and marketing technologies.
- Managed systems management accountability for product development, vendor food product and packaging specifications, and marketing technologies.
- Designed and launched new software and analytics tools to automate product development and work allocation processes for over 80 product developers, managers, and food safety and regulatory team members.
- Coordinated cross-functional documentation gathering across Finance, Legal, Regulatory, and Supply Chain teams to unify operational compliance standards.
Focus areas: Business Process Re-engineering, Business Transformation, Enterprise Change Management (ECM), IT Deployments, Analytics, Board Presentations, Planning, Operational Excellence, Process Design, Work Process Design, Six Sigma Processes, Process Improvement, Process Flows, Process Transformation, Visio, Objectives & Key Results (OKRs), Global Operations, Program Management, Continuous Improvement, Business Process Flow (BPF), Consulting, Management Consulting, Operational Efficiency Improvement, Strategy, Six Sigma, Process Redesign, Process Mapping, Office 365, SharePoint, Training & Training Content Development, Innovation Workshops, Training Workshops, Financial Operations & Processes, Six Sigma Black Belt Certified, Retail Management, Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Center of Excellence (CoE), Change Leadership, Business Systems Analysis, Business Architecture, IT Program Management, Business Process Improvement (BPI), Executive Consulting, Structure & Organizational Design, Key Performance Indicators (KPIs), Microsoft Teams, Change Management, Quality Assurance (QA), Learning & Development, Licensing, Procurement, Consulting, Procurement, Licensing, Asset Management, Business Performance Management (BPM), Business Strategy, Market Research, Market Research & Analysis, Growth Strategy, Microsoft Power BI, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Operating Models, Organizational Design, Agile Transformation, SaaS, Scalable Operating Models, Enterprise Resource Planning (ERP), Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Retail Strategy, Product Strategy, Business to Consumer (B2C), Business Analysis, Retail & Wholesale, Retail Merchandising, Backlog Management, Business Planning, Retail Design, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Learning Management Systems (LMS), Product Consultant, Performance Improvement, Business Analysis, Change Management, Retail & Wholesale, User Onboarding, Relationship Building, Stakeholder Management, Sales, Process Optimization, Process Improvement Project Management, Partnership Strategies, AI Consulting, Business Communication, Partnerships, Presentations, Revenue Growth, Data Analysis, Financial Modeling, Storytelling, Strategy Development, Research, Scaled Agile Framework (SAFe), Technical Writing, Stakeholder Management, Requirements, Software Development Lifecycle (SDLC), Software Implementation, Technical Project Management, Workday, Digital Transformation, Business & Digital Transformation, Application Lifecycle Management (ALM), CTO, CIO, Digital Transformation Program Management, Business Consulting, Modeling, Customer Relationship Management (CRM), Retail Marketing Campaigns, Retail Sales, Retail Technology, Data Science, Artificial Intelligence (AI), Technology, Team Coaching, Agile Project Management, Business Transformation Project Management, Payroll & Benefits, Logistics & Supply Chain, Quality Management, E-learning, Instructional Design, Creative Strategy, Management, Business Process Analysis, Talent Acquisition, Lean Six Sigma Black Belt, Vendor Management, Supply Chain, R&D, Manufacturing, Agile, IT Project Management, PMO, Human Resource Management Systems (HRMS), Product Management, Risk & Compliance, Business Development, Business Process Optimization, Operations, Chief Operations Officer (COO), Entertainment & Leisure, Policy Development, Knowledge Management, Artificial Intelligence (AI), Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Objectives & Key Results (OKRs), Program Management, Project Management, Cross-functional Coordination, Project Planning, Business, Customer Journey, Lean Six Sigma, Onboarding, Operational Audits, Root-cause Analysis (RCA), Kaizen, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
Director | Operational Excellence and Global Business Processes
2021 - 2022
Pivotree
- Led the deployment and coaching of Safe Agile across the organization. Coordinated the training of Agile across all business functions and coached project teams on the use of Agile.
- Designed and deployed Pivotree's global Operational Excellence Lean program for a workforce of over 600 employees across four continents.
- Implemented and led the strategic systems rationalization and cost reduction program across the enterprise. Led a systems ownership, cost, value, and redundancy assessment and standardization effort. Achieved a 20% cost reduction in systems spending.
- Supported the corporate reorganization that integrated processes of newly acquired companies and redefined organizational, executive, and board-level governance models.
- Created a comprehensive inventory of enterprise applications across three portfolio companies, assessed Usage, Ownership, and Value, and used a LEAN systematic problem-solving approach to define the future state of systems management.
- Streamlined global cross-functional order to cash (O2C) and core business processes, along with the software systems used by sales operations, product development, and HR teams, by leading reengineering and change management efforts.
Focus areas: Business Process Re-engineering, Business Transformation, Business Advisory, Change Leadership, Lean, Planning, Objectives & Key Results (OKRs), Operational Excellence, Six Sigma Processes, Process Improvement, Process Flows, Work Process Design, Process Transformation, Visio, Global Operations, Program Management, Continuous Improvement, Business Process Flow (BPF), Board Presentations, Enterprise Change Management (ECM), Consulting, Management Consulting, Operational Efficiency Improvement, Strategy, Six Sigma, Process Redesign, Process Mapping, Office 365, SharePoint, Training & Training Content Development, Innovation Workshops, Training Workshops, Financial Operations & Processes, Six Sigma Black Belt Certified, Human Resources (HR), Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Center of Excellence (CoE), Business Systems Analysis, Business Architecture, IT Program Management, Business Process Improvement (BPI), Executive Consulting, Structure & Organizational Design, Key Performance Indicators (KPIs), Change Management, Quality Assurance (QA), Learning & Development, Employee Training, IT Deployments, Licensing, Procurement, Consulting, Procurement, Licensing, Asset Management, Business Performance Management (BPM), Business Strategy, Market Research, Market Research & Analysis, Growth Strategy, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Operating Models, Global Banking, Organizational Design, Agile Coaching, Payroll Transformation, Agile Transformation, SaaS, Product Roadmaps, Scalable Operating Models, Salesforce, Enterprise Resource Planning (ERP), Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Retail Strategy, Product Strategy, Business to Consumer (B2C), Business Analysis, Retail & Wholesale, Retail Merchandising, Backlog Management, Business Planning, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Learning Management Systems (LMS), Product Consultant, Performance Improvement, COO, Business Analysis, Change Management, Retail & Wholesale, User Onboarding, Relationship Building, Stakeholder Management, Sales, Process Optimization, Process Improvement Project Management, Strategic Planning, Partnership Strategies, AI Consulting, Business Communication, Partnerships, Data Strategy, Presentations, Revenue Growth, Data Analysis, Financial Modeling, Storytelling, Strategy Development, Research, Scaled Agile Framework (SAFe), Technical Writing, Stakeholder Management, Requirements, Software Development Lifecycle (SDLC), Software Implementation, Technical Project Management, Digital Transformation, Business & Digital Transformation, Application Lifecycle Management (ALM), CTO, CIO, Digital Transformation Program Management, Business Consulting, Modeling, Customer Relationship Management (CRM), Retail Sales, Retail Technology, Data Science, Artificial Intelligence (AI), Technology, Team Coaching, Agile Project Management, Business Transformation Project Management, Payroll & Benefits, ADP, Logistics & Supply Chain, Quality Management, E-learning, Instructional Design, Creative Strategy, Management, Business Process Analysis, HRIS, Talent Acquisition, Workday, Lean Six Sigma Black Belt, Vendor Management, Supply Chain, R&D, Agile, IT Project Management, PMO, Human Resource Management Systems (HRMS), Product Management, Agile Delivery, Agile Workflow, Agile Product Delivery, agile safe, Business Development, Business Process Optimization, Operations, Policy Development, Knowledge Management, Artificial Intelligence (AI), Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Objectives & Key Results (OKRs), Program Management, Project Management, Cross-functional Coordination, Project Planning, Business, Lean Six Sigma, Onboarding, Operational Audits, Root-cause Analysis (RCA), Kaizen, Client Success, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
Head | Lean Centre of Excellence (CoE)
2019 - 2020
METROLINX
- Founded the Lean Centre of Excellence and was accountable for delivering a strategic five-year Lean deployment roadmap across all Metrolinx business divisions and 4,500 employees.
- Built and led a team of eight Lean professionals, deploying Lean training, skill development, and coaching, while delivering improvement projects across finance, HR, operations, capital projects, PRESTO, IT, and procurement teams.
- Designed and deployed the Metrolinx Lean strategic framework, managing executive and multilevel relationships to reengineer processes and enhance operational efficiency and effectiveness.
- Designed and delivered customized Lean training, change management, and coaching programs, training 800 Metrolinx team members in FYE 2020 and launching over 1,000 improvement initiatives.
Focus areas: Business Process Re-engineering, Lean, Process Design, Training & Training Content Development, Employee Training, Six Sigma Processes, Operational Excellence, Six Sigma, Center of Excellence (CoE), Process Improvement, Process Flows, Work Process Design, Process Transformation, Visio, Objectives & Key Results (OKRs), Program Management, Continuous Improvement, Business Process Flow (BPF), Board Presentations, Enterprise Change Management (ECM), Consulting, Management Consulting, Operational Efficiency Improvement, Strategy, Process Redesign, Process Mapping, Office 365, SharePoint, Innovation Workshops, Training Workshops, Financial Operations & Processes, Six Sigma Black Belt Certified, Human Resources (HR), Retail Management, Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Change Leadership, Business Systems Analysis, Business Architecture, Business Process Improvement (BPI), Executive Consulting, Structure & Organizational Design, Key Performance Indicators (KPIs), Change Management, Quality Assurance (QA), Learning & Development, Procurement, Consulting, Procurement, Business Performance Management (BPM), Business Strategy, Microsoft Power BI, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Organizational Design, Agile Coaching, Agile Transformation, Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Business Analysis, Retail & Wholesale, Backlog Management, Business Planning, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Learning Management Systems (LMS), Performance Improvement, Business Analysis, Change Management, Relationship Building, Stakeholder Management, Process Optimization, Process Improvement Project Management, Strategic Planning, Business Communication, Data Strategy, Presentations, Data Analysis, Financial Modeling, Storytelling, Strategy Development, Research, Technical Writing, Stakeholder Management, Requirements, Technical Project Management, Digital Transformation, Business & Digital Transformation, CTO, CIO, Digital Transformation Program Management, Business Consulting, Technology, Team Coaching, Business Transformation Project Management, Payroll & Benefits, Logistics & Supply Chain, Quality Management, Instructional Design, Creative Strategy, Management, Business Process Analysis, Lean Six Sigma Black Belt, Manufacturing, IT Project Management, PMO, Human Resource Management Systems (HRMS), Product Management, Risk & Compliance, Business Development, Business Process Optimization, Operations, Policy Development, Knowledge Management, Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Objectives & Key Results (OKRs), Program Management, Project Management, Cross-functional Coordination, Project Planning, Business, Customer Journey, Lean Six Sigma, Operational Audits, Root-cause Analysis (RCA), Kaizen, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
Senior Advisor | Process Transformation
2018 - 2019
CSA Group
- Planned, designed, and led CSA's finance, operations, and HR enterprise resource planning (ERP) transformation program, focusing on reengineering O2C operations to improve efficiency and enhance agility in responding to industry changes.
- Led the Workday and Salesforce O2C finance, procurement, operations, ERP, Concur process engineering, change management, communications, and training delivery program.
- Designed detailed process flows for finance, HR, and field services' O2C processes, impacting over 1,800 employees across 12 countries through the Workday and Salesforce implementation.
Focus areas: ERP Implementation, Order to Cash (O2C), Workday Payroll, Workday Implementation, Six Sigma Processes, Process Design, Business Process Flow (BPF), Financial Operations & Processes, Salesforce, Process Improvement, Process Flows, Business Transformation, Process Transformation, Visio, Global Operations, Program Management, Continuous Improvement, Enterprise Change Management (ECM), Consulting, Management Consulting, Operational Efficiency Improvement, Six Sigma, Process Redesign, Process Mapping, Office 365, Six Sigma Black Belt Certified, Human Resources (HR), Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Change Leadership, Business Systems Analysis, IT Program Management, Business Process Improvement (BPI), Structure & Organizational Design, Change Management, Training & Training Content Development, Quality Assurance (QA), IT Deployments, Consulting, Procurement, Licensing, Asset Management, Business Performance Management (BPM), Microsoft Power BI, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Operating Models, Organizational Design, Agile Coaching, Payroll Transformation, Agile Transformation, SaaS, Enterprise Resource Planning (ERP), Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Retail Strategy, Product Strategy, Business to Consumer (B2C), Business Analysis, Retail & Wholesale, Backlog Management, Business Planning, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Learning Management Systems (LMS), Product Consultant, Performance Improvement, Business Analysis, Change Management, Retail & Wholesale, User Onboarding, Relationship Building, Stakeholder Management, Sales, Process Optimization, Process Improvement Project Management, Strategic Planning, Business Communication, Partnerships, Data Strategy, Presentations, Revenue Growth, Data Analysis, Storytelling, Strategy Development, Research, Technical Writing, Stakeholder Management, Requirements, Software Development Lifecycle (SDLC), Software Implementation, Technical Project Management, Workday, Digital Transformation, Business & Digital Transformation, Application Lifecycle Management (ALM), CTO, CIO, Digital Transformation Program Management, Business Consulting, Modeling, Customer Relationship Management (CRM), Data Science, Technology, Team Coaching, Business Transformation Project Management, Payroll & Benefits, Logistics & Supply Chain, Quality Management, Management, Business Process Analysis, HRIS, Talent Acquisition, Workday, Lean Six Sigma Black Belt, Vendor Management, Supply Chain, Manufacturing, Agile, IT Project Management, PMO, Waterfall, Human Resource Management Systems (HRMS), Product Management, Risk & Compliance, Business Development, Business Process Optimization, Operations, Policy Development, Knowledge Management, Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Program Management, Project Management, Cross-functional Coordination, Project Planning, Business, Customer Journey, Lean Six Sigma, Operational Audits, Root-cause Analysis (RCA), Kaizen, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
Director of Lean Solutions | Business Excellence
2017 - 2018
Sun Life Financial Canada
- Guided the launch of Sun Life's robotic process automation (RPA) center of excellence (CoE) and created and implemented leadership governance structures for Lean and RPA projects, including value capture.
- Researched, identified, and initiated over 20 process improvement and automation projects, generating estimated net savings of $3 million.
- Held a change leadership, communications, and learning development role that launched the RPA center of excellence and led the research, prioritization, and delivery of Lean process improvements and RPA initiatives.
- Managed a team of Lean Six Sigma professionals who researched and implemented cross-functional initiatives to drive value stream improvements and enhance end-to-end processes across the organization.
- Oversaw Agile teams in the design and deployment of process automation solutions.
Focus areas: Robotic Process Automation (RPA), Lean, Continuous Improvement, Process Improvement, Process Flows, Work Process Design, Process Transformation, Visio, Global Operations, Program Management, Business Process Flow (BPF), Enterprise Change Management (ECM), Consulting, Management Consulting, Operational Efficiency Improvement, Six Sigma, Process Redesign, Office 365, Six Sigma Black Belt Certified, Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Business Process Improvement (BPI), Financial Services, Consulting, Business Operations, Operating Models, Organizational Design, Finance, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Business to Consumer (B2C), Business Analysis, Backlog Management, Business Planning, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Performance Improvement, Business Analysis, Change Management, Relationship Building, Stakeholder Management, Process Optimization, Process Improvement Project Management, Strategic Planning, Business Communication, Data Strategy, Presentations, Data Analysis, Financial Modeling, Storytelling, Strategy Development, Research, Technical Writing, Stakeholder Management, Requirements, Software Development Lifecycle (SDLC), Software Implementation, Technical Project Management, Digital Transformation, Business & Digital Transformation, Digital Transformation Program Management, Business Consulting, Modeling, Technology, Team Coaching, Business Transformation Project Management, Quality Management, Management, Business Process Analysis, Lean Six Sigma Black Belt, Risk & Compliance, Business Development, Business Process Optimization, Operations, Entertainment & Leisure, Policy Development, Knowledge Management, Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Agentic AI, Business Process Analysis, Business Transformation, Process Mapping, Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Corporate Strategy, Program Management, Project Management, Cross-functional Coordination, Project Planning, Business, Customer Journey, Lean Six Sigma, Operational Audits, Root-cause Analysis (RCA), Kaizen, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis
Director of Business Efficiency
2014 - 2017
adidas Canada
- Advised the president of Canadian operations and guided the adidas senior leadership team in executing strategic process improvement, change management, communications, and training programs across finance, HR, retail, eCommerce, and supply chain.
- Simplified complex problems, enhanced O2C planning and delivery processes, and reduced inefficiencies and risks.
- Improved planning, sales, and customer product purchasing processes across interdepartmental teams by applying Lean and Six Sigma techniques to enhance performance.
- Deployed MicroStrategy Analytics KPIs and dashboard reporting to replace manual processes across finance, sales, and retail functions.
- Introduced baseline measures and collaborated with the business to adopt success targets such as on-time in-full (OTIF) and net promoter score (NPS).
- Redesigned HR recruiting processes and systems to reduce onboarding turnaround times, researching current Canadian practices and proposing enhancements based on global benchmarks.
Focus areas: Business Process Re-engineering, Business Advisory, Business Transformation, Board Presentations, Business Systems Analysis, Change Management, Consulting, Analytics, Employee Training, Order to Cash (O2C), Operational Excellence, Lean, Six Sigma Processes, Process Design, Process Flows, Work Process Design, Process Transformation, Visio, Global Operations, Program Management, Continuous Improvement, Business Process Flow (BPF), Enterprise Change Management (ECM), Management Consulting, Operational Efficiency Improvement, Strategy, MicroStrategy, Six Sigma, Process Redesign, Process Mapping, Office 365, SharePoint, Training & Training Content Development, Innovation Workshops, Training Workshops, ERP Implementation, Financial Operations & Processes, Six Sigma Black Belt Certified, Human Resources (HR), Retail Management, Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Center of Excellence (CoE), Change Leadership, Business Architecture, IT Program Management, Business Process Improvement (BPI), Executive Consulting, Structure & Organizational Design, Key Performance Indicators (KPIs), Quality Assurance (QA), Learning & Development, Consulting, Procurement, Licensing, Asset Management, Business Performance Management (BPM), Business Strategy, Market Research, Market Research & Analysis, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Operating Models, Organizational Design, Agile Coaching, Agile Transformation, SaaS, Product Roadmaps, Scalable Operating Models, Enterprise Resource Planning (ERP), Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Retail Strategy, Product Strategy, Business to Consumer (B2C), Business Analysis, Retail & Wholesale, Retail Merchandising, Backlog Management, Business Planning, Retail Design, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Learning Management Systems (LMS), Performance Improvement, COO, Business Analysis, Change Management, Retail & Wholesale, User Onboarding, Relationship Building, Stakeholder Management, Sales, Process Optimization, Process Improvement Project Management, Strategic Planning, Business Communication, Partnerships, Data Strategy, Presentations, Revenue Growth, Data Analysis, Financial Modeling, Storytelling, Strategy Development, Research, Stakeholder Management, Requirements, Software Development Lifecycle (SDLC), Software Implementation, Technical Project Management, Digital Transformation, Business & Digital Transformation, Application Lifecycle Management (ALM), CTO, CIO, Digital Transformation Program Management, Business Consulting, Modeling, Customer Relationship Management (CRM), Retail Marketing Campaigns, Retail Sales, Retail Technology, Data Science, Technology, Team Coaching, Business Transformation Project Management, Payroll & Benefits, ADP, Logistics & Supply Chain, Quality Management, Instructional Design, Management, Business Process Analysis, HRIS, Talent Acquisition, Workday, Lean Six Sigma Black Belt, Vendor Management, Supply Chain, R&D, Manufacturing, IT Project Management, PMO, Waterfall, Human Resource Management Systems (HRMS), Product Management, Risk & Compliance, Business Development, Business Process Optimization, Operations, Chief Operations Officer (COO), Entertainment & Leisure, Policy Development, Knowledge Management, Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Program Management, Project Management, Cross-functional Coordination, Project Planning, Business, Customer Journey, Lean Six Sigma, Operational Audits, Root-cause Analysis (RCA), Kaizen, Architecture.Solution Architecture, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
Management Consulting Manager | Lean Six Sigma, Strategy, and Operations
2012 - 2014
KPMG
- Managed client relationships and led strategic Lean management system deployments.
- Spearheaded and delivered end-to-end operational change, process improvement, and risk and control initiatives with leadership teams from banking (TD), insurance (Sun Life), pensions (OTPP), and Ontario Power Generation.
- Represented KPMG and provided solutions in operations, continuous improvement, and risk.
Focus areas: Business Advisory, Process Design, Lean, Six Sigma Processes, Operational Excellence, Continuous Improvement, Business Transformation, Process Transformation, Visio, Global Operations, Program Management, Business Process Flow (BPF), Enterprise Change Management (ECM), Consulting, Management Consulting, Operational Efficiency Improvement, Six Sigma, Process Redesign, Process Mapping, Office 365, Training & Training Content Development, ERP Implementation, Financial Operations & Processes, Six Sigma Black Belt Certified, Organizational Effectiveness, Standardization, Operations Improvement, Strategic Planning & Execution, Business Systems Analysis, Business Architecture, Business Process Improvement (BPI), Financial Services, Structure & Organizational Design, Key Performance Indicators (KPIs), Quality Assurance (QA), Consulting, Procurement, Licensing, Business Performance Management (BPM), Business Strategy, Market Research, Market Research & Analysis, Internal Communications, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Operating Models, Global Banking, Organizational Design, Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Business to Consumer (B2C), Business Analysis, Retail Merchandising, Backlog Management, Business Planning, Cost Efficiency, Labor Efficiency Analysis, Operational Modeling, Product Consultant, Performance Improvement, Business Analysis, Change Management, Relationship Building, Stakeholder Management, Process Optimization, Process Improvement Project Management, Business Communication, Presentations, Strategy Development, Research, Stakeholder Management, Requirements, Technical Project Management, Digital Transformation, Business & Digital Transformation, Application Lifecycle Management (ALM), Digital Transformation Program Management, Business Consulting, Technology, Team Coaching, Business Transformation Project Management, Payroll & Benefits, Logistics & Supply Chain, Quality Management, Instructional Design, Management, Business Process Analysis, Lean Six Sigma Black Belt, IT Project Management, PMO, Waterfall, Product Management, Risk & Compliance, Business Development, Business Process Optimization, Operations, Policy Development, Knowledge Management, Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Strategic Planning, Corporate Strategy, Project Management, Cross-functional Coordination, Project Planning, Customer Journey, Lean Six Sigma, Operational Audits, Root-cause Analysis (RCA), Kaizen, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
KYC & Anti-Money Laundering (AML) Process Specialist
2009 - 2012
BMO Bank of Montreal
- Applied Lean and other change methodologies as a change agent, influencing business partners to support and implement effective strategies in critical process improvement initiatives.
- Directed the design of new processes, implementation plans, and change management strategies for strategic initiatives.
- Guided a team of consultants and business subject matter experts (SMEs) in developing process and system improvements, boosting productivity and customer satisfaction in the end-to-end mortgage transformation program.
- Executed end-to-end Anti-Money Laundering (AML) and KYC workflows, leading a high-stakes enterprise content management program to digitize, index, and secure critical corporate legal documents.
Focus areas: Process Design, Lean, Operational Excellence, Mortgages, Risk, Work Process Design, Business Transformation, Process Transformation, Visio, Global Operations, Program Management, Continuous Improvement, Consulting, Management Consulting, Operational Efficiency Improvement, Process Redesign, Process Mapping, Office 365, ERP Implementation, Six Sigma Black Belt Certified, Retail Management, Organizational Effectiveness, Standardization, Operations Improvement, Change Leadership, Business Systems Analysis, Business Architecture, Business Process Improvement (BPI), Financial Services, Quality Assurance (QA), Consulting, Business Performance Management (BPM), Business Strategy, Organizational Change Management (OCM), Service-level Agreements (SLAs), Standard Operating Procedures Development, Business Operations, Operating Models, Global Banking, Organizational Design, Finance, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Product Strategy, Business to Consumer (B2C), Business Analysis, Retail Merchandising, Backlog Management, Cost Efficiency, Labor Efficiency Analysis, Product Consultant, Performance Improvement, Business Analysis, Relationship Building, Stakeholder Management, Sales, Process Optimization, Process Improvement Project Management, Business Communication, Data Strategy, Presentations, Research, Stakeholder Management, Technical Project Management, Digital Transformation, Business & Digital Transformation, Digital Transformation Program Management, Business Consulting, Technology, Team Coaching, Business Transformation Project Management, Quality Management, Management, Business Process Analysis, Lean Six Sigma Black Belt, Waterfall, Risk & Compliance, Business Development, Business Process Optimization, Policy Development, Knowledge Management, Documentation, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Business Process Analysis, Business Transformation, Process Mapping, Mergers & Acquisitions (M&A), Post-merger Integration, Enterprise Transformation, Communications Management, Program Management, Project Management, Cross-functional Coordination, Project Planning, Customer Journey, Lean Six Sigma, Operational Audits, Root-cause Analysis (RCA), Kaizen, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
Six Sigma Black Belt and Program Manager
2007 - 2009
Maple Leaf Foods
- Managed an enterprise-wide ERP implementation program, coaching and advising program team members, external consultants, and MLF leaders on strategic change initiatives in logistics, accounting and finance, manufacturing, and purchasing.
- Conducted strategic assessment sessions, planned and gathered data, and analyzed results to drive process performance improvements, persuading stakeholders of the value and necessity of change.
- Managed the accounting and finance team during an ERP systems and shared services implementation, working with internal SMEs and external software consultants.
Focus areas: SAP Implementation, Process Design, Six Sigma Processes, Program Management, Change Management, Enterprise Change Management (ECM), Business Transformation, Visio, Continuous Improvement, Board Presentations, Consulting, Management Consulting, Operational Efficiency Improvement, Strategy, Six Sigma, Process Redesign, Process Mapping, Office 365, ERP Implementation, Six Sigma Black Belt Certified, Organizational Effectiveness, Standardization, Operations Improvement, Change Leadership, Business Systems Analysis, Business Architecture, IT Program Management, Business Process Improvement (BPI), Key Performance Indicators (KPIs), Quality Assurance (QA), IT Deployments, Procurement, Business Performance Management (BPM), Business Strategy, Organizational Change Management (OCM), Standard Operating Procedures Development, Business Operations, Operating Models, Organizational Design, Enterprise Resource Planning (ERP), Finance, Finance Management, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Business Analysis, Retail Merchandising, Backlog Management, Labor Efficiency Analysis, Performance Improvement, Business Analysis, Relationship Building, Stakeholder Management, Process Optimization, Process Improvement Project Management, Business Communication, Presentations, Revenue Growth, Stakeholder Management, Software Implementation, Technical Project Management, Digital Transformation, Business & Digital Transformation, CTO, Digital Transformation Program Management, Business Consulting, Technology, Team Coaching, Business Transformation Project Management, Logistics & Supply Chain, Quality Management, Business Process Analysis, Lean Six Sigma Black Belt, Supply Chain, Manufacturing, Waterfall, Product Management, Risk & Compliance, Business Development, Business Process Optimization, Operations, Policy Development, Knowledge Management, Documentation, Workflow Diagrams, Business Process Re-engineering, Business Process Analysis, Business Transformation, Process Mapping, Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Program Management, Project Management, Cross-functional Coordination, Project Planning, Customer Journey, Lean Six Sigma, Root-cause Analysis (RCA), Kaizen, Business.Business Strategy.Business Requirements, Technical Business Analysis, Product Management.Business Analysis, Corporate Finance
Manager | Risk Consulting and Regulatory Services
2005 - 2007
Deloitte
- Managed project teams to evaluate business compliance risks, control processes, and information systems related to Canadian and US regulatory reporting and disclosure requirements.
- Initiated and executed a large bank's legislative compliance management program, including process design, defining data requirements, and integrating them into its compliance tracking system.
- Worked on projects including business process risk consulting, human resources, payroll, benefits, and credit card industry risk for clients such as Home Trust, RBC, TD, President's Choice Financial, and Labatt.
Focus areas: Business Advisory, Process Design, Risk, Consulting, Management Consulting, Operational Efficiency Improvement, Office 365, ERP Implementation, Standardization, Operations Improvement, Business Process Improvement (BPI), Financial Services, Quality Assurance (QA), Consulting, Procurement, Licensing, Business Performance Management (BPM), Business Strategy, Market Research, Market Research & Analysis, Operating Models, Global Banking, Enterprise Resource Planning (ERP), Finance, Business Processes, Strategy Consulting, Project Management, Stakeholder Management, Business Analysis, Cost Efficiency, Labor Efficiency Analysis, Performance Improvement, Relationship Building, Stakeholder Management, Process Improvement Project Management, Business Communication, Presentations, Strategy Development, Stakeholder Management, Software Implementation, Digital Transformation, Business & Digital Transformation, Application Lifecycle Management (ALM), CTO, Digital Transformation Program Management, Business Consulting, Technology, Team Coaching, Business Transformation Project Management, Payroll & Benefits, Management, Waterfall, Risk & Compliance, Business Development, Business Process Optimization, Policy Development, Knowledge Management, Process Analysis, Workflow Diagrams, Business Process Re-engineering, Business Process Analysis, Business Transformation, Process Mapping, Post-merger Integration, Business Cases, Enterprise Transformation, Communications Management, Project Management, Cross-functional Coordination, Customer Journey, Operational Audits, Root-cause Analysis (RCA), Kaizen, Technical Business Analysis