Dan Fine, Product Manager in Dallas, TX, United States
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Dan Fine

Verified Expert  in Product Management

Product Manager

Dallas, TX, United States

Toptal member since April 20, 2020

Bio

Dan is a highly accomplished business strategist and program management professional. He has an exceptional track record of developing and executing broad-based solutions that combine strategy, technology, and design to help clients reach their stakeholders. Having led over 20 engagements in his career, Dan has demonstrated results in leading cross-functional and global teams, which consistently met or exceeded objectives.

Project Highlights

PwC's Digital Transformation
Led six digital transformation initiatives for an organization whose goal was to disseminate future-oriented skills and solutions (i.e., data visualization, AI, and intelligent automation) to PwC US’ 50,000 employees.
AT&T B2B Systems Test Lead
Oversaw a 50 person onshore and offshore test team through SIT and UAT across eight different major systems releases.
ERP QA Leader for Company Divestiture
Oversaw the team that audited the HR data systems' readiness for divestiture.

Expertise

  • HP Quality Center (QC)
  • Program Management
  • QA Leadership
  • Quality Assurance (QA)
  • Risk Analysis
  • Salesforce
  • Software Development Lifecycle (SDLC)
  • System Implementation

Work Experience

Managing Principal

2015 - PRESENT
Strategic Solutioning
  • Created a program execution framework to support the management of Spin’s portfolio of vehicles. Ford bought a micro mobility startup called Spin and sought to upgrade its internal operations to be more in line with an enterprise company.
  • Served as a program manager and product owner for Insight Venture Partners ($20+ billion market cap VC company). Led three digital transformation initiatives to improve internal operations, including talent management, sales, and IT functions.
  • Managed a team of business analysts who reconciled eight business-critical processes (i.e., recruiting, vendor management) and 15 policies (i.e., travel, submitting expenses) across two newly merged semi-conductor companies.
  • Evaluated Microsoft's Office 365 digital purchasing experience from product discovery, trial through to conversion vs. that of the competition (20 product purchasing scenarios in total). Provided seven targeted strategic adjustments to the VP.
  • Managed a project to replace eBay's applicant tracking system software in anticipation of the divestiture from PayPal; managed each stage of the roll-out from application configuration, build, data migration, test, and launch through to cutover.
  • Oversaw a team of business analysts and managers who audited eBay's HR Data Systems' readiness for divestiture from PayPal; team evaluated risks to application test strategy and test execution coverage and ensured stability at time of divestiture.
  • Led the current state capability evaluation and future state requirements gathering for a mid-sized technology company’s marketing operations transformation effort. Inventoried current technologies, workflows, and documented business needs.
  • Led Ernst & Young’s (EY) PMO in reworking a $45+ million portfolio of L&D assets (i.e. instructor led classes, web-based learnings etc.) in response to the business challenges presented by the COVID pandemic.
  • Served as a program manager and product owner for PwC. Led six digital transformation initiatives for an organization whose goal was to disseminate future-oriented skills and solutions (i.e., data visualization, AI) to PwC US’ 50,000 employees.

Senior Consultant

2010 - 2015
Accenture
  • Rated the number eleventh consultant out of an 80-person class within the digital, data, and analytics practice at Accenture; promotion from consultant to manager at the mid-year promotion cycle.
  • Led the Microsoft account's Digital Asset Management Group for Accenture.
  • Rated the number two analyst out of a 50-person class on the Accenture-Microsoft account; promoted from analyst to consultant.
  • Consulted multiple enterprise organizations (i.e., marketing, security, and IT) within Microsoft over the course of 12 projects.
  • Directed a 40+ resource offshore team to conduct functional systems testing on AT&T's B2B interface for eight different projects.

Project History

Microsoft's Digital Asset Manager

Determined that Microsoft could save $170 million by implementing a digital asset management solution and oversaw the implementation of that solution.

- Led the current state capability evaluation, future state requirements gathering, business case analysis, and systems implementation portions of Microsoft’s project to deploy a digital asset manager (DAM). Conducted interviews with 50 executives and managers across 20 different marketing organizations to understand the current state of DAM at Microsoft and gathered requirements for a future state DAM solution.
- Results: Proposed that Microsoft could save ~$170 million by implementing one of multiple DAM solutions. Designed the DAM solution; provided the requirements and use cases to a development team who built-out the solution. Created and updated the program’s PM toolset, including project plans, dependencies, task trackers, risks and issue logs, communication plan, status reports, executive-level presentations, training documents, and DAM configuration specifications. Led a 5-person data migration team and two two business analysts to onboard Microsoft’s Retail and Field Marketing organizations onto the DAM solution. Led and participated in user acceptance testing.

eBay and PayPal's Divestiture

Exit criteria for system's testing phase were met prior to due date; global eCommerce company successfully divested on planned date and the HR systems were stable at the time of divestiture.

Global eCommerce company divested into three separate companies: One to own and operate the eCommerce platform (eBay), another the financial processing business (PayPal), and the third, the B2B software and logistics services (enterprise).

I managed a project to replace the Applicant Tracking System (ATS) software in anticipation of the divestiture, managing each stage of the roll-out from application configuration, build, data migration, test, launch through to cutover. I wrote specification documents, including the requirements matrix, metadata model, as-is and to-be business process models, and user security model. I provided these to a 3rd-party consultancy who configured the application on-top of a Salesforce.com framework. Oversaw a team of two business managers and two business analysts who audited the HR Data Systems’ readiness for divestiture; team evaluated risks to application test strategy and test execution coverage.

Insight Venture Partners' Digital Transformation

Oversaw the completion of three digital transformation initiatives for a venture capital company with a $20+ billion market cap; initiatives were designed to improve internal operations, including talent management, sales, and IT functions.

Initiatives included: 1) The revamp of the firm’s talent relationship management (TRM) function, 2) evaluation and redesign of its digital workplace strategy, and 3) design of a predictive analytics’ database to improve the hiring and management of its portfolio companies’ sales personnel. Evaluated the TRM processes and tooling; recommended implementing a CRM to help facilitate the processes and oversaw the systems’ implementation–the CRM was implemented on-time, within budget, and exceeded the business’ expectations in terms of functionality and value-add. I designed a predictive analytics database to improve portfolio companies’ performances. Created an RFP, issued it to five vendors and evaluated them against a set of weighted criteria, selected the most fitting vendor to implement the database. My implementation was deferred to FY18. Evaluated the VC firm’s needs for digital workplace tooling–recommended eight components for the company to adopt, including an IT self-help function and a training center

Microsoft: Nokia Merger

Oversaw rationalization of all the IT applications held between Microsoft and Nokia (1,000+ apps in total). PM accountability for data collection, analysis, insights, and status reporting as it pertained to the rationalization effort.

Led the work effort to rationalize the IT applications controlled by Microsoft and Nokia. The analysis needed to consolidate duplicative applications as a result of Microsoft’s purchase of Nokia for $7.6 billion. Leveraged the business process frameworks of both companies (down to an L2 level) to determine overlapping application functionalities; thereby, prompting a deeper dive into consolidation opportunities.

Results: Created a series of PowerPoint presentations to illustrate the degree of application overlap; enabled GM level resources within MSIT to decide the application rationalization strategy.

Xbox One Security Protocols

Over 75% (or 8,000) Xbox personnel’s work spaces had casual access restricted to just those with a business justification for entry; Xbox One was not discovered by the media until its formal release

Responsible for adding physical access restrictions to the Interactive Entertainment Business (IEB) buildings, floors and wings. The goal was to protect the Xbox One from being discovered by the media prior to its release. Assessed the risk of IP leakage in IEB spaces; mitigated the greatest risks via added physical security mechanisms; procured and provided direction to security officers, area access managers, and receptionists to soften the disruption caused by the added restrictions.

Microsoft's Honoring Customer Permissions Program

Determined onboarding approach and strategy for over 70 applications that entered the Honoring Customer Permissions (HCP) program’s pipeline; saved Microsoft more than $2.6 million via strategies used. Results of the program were lauded by the CIO.

Determined the onboarding approach and strategy for over 70 applications that entered the HCP program’s pipeline (program was intended to ensure Microsoft did not fall foul of consumer privacy law while executing digital marketing comms); acted as the primary driver and consensus builder between different resources whose levels ranged from solution manager to senior director; drove onboarding agreement creation for numerous mid-tier programs. Designed the sustainment framework needed to take HCP, one of the top ten highest priority work efforts for Microsoft IT, to a steady state beyond the closure of an audit item; the framework included a suite of policies, procedures, communications, and knowledge-transfer materials for resources across the company. Performed a comprehensive analysis of the HCP solution landscape and, from this, was able to create a new onboarding solution. By leveraging this solution, and other simplification strategies saved Microsoft more than $2.6 million.

CMO War Room Tooling

Prepared a full-day workshop to demonstrate War Room best practices to the CMO and key GMs and VPs in Microsoft’s marketing organizations.

Consulted the CMO’s data and analytics team on War Room best practices (The “War Room” is a weekly meeting where the CMO and his VPs look at advertising spend across the company and pivot strategy to best meet business objectives). Explored how marketing groups across Microsoft used data to make decisions and evangelized the work effort to revamp the War Room tooling via the workshop, as well as, in a white paper.

Ford's Integration of a Micro Mobility Company

Created a program planning, execution, and maintenance framework to support the management of Spin's portfolio of vehicles (acquired a micro-mobility company); eight vehicle types in total with 25+ global launches planned in 2021.

Ford bought a micro-mobility startup called Spin and sought to upgrade its internal operations to be more in line with an enterprise-level company - defined the makeup of a future state program management organization (PMO), including the headcount, governance structure, roles and responsibilities, and operating model.

Results: the future state PMO was accepted by Spin's CTO, and the company began implementation by hiring senior program management resources and setting up the new PMO under its COO.

PwC's Digital Transformation

Led six digital transformation initiatives for an organization whose goal was to disseminate future-oriented skills and solutions (i.e., data visualization, AI, and intelligent automation) to PwC US’ 50,000 employees.

Oversaw scrum teams that ranged from eight to 30 resources and consisted of project managers, business analysts, testers, designers, and developers.

Accomplishments as a product owner included 1) laying the groundwork for the mobile virtual assistant to perform complex tasks, including the ability to make staffing suggestions, alert users about outstanding compliance activities, and suggest monetary recognition awards 2) implementing and garnering adoption of the media-oriented learning platform across PwC’s US territory.
Accomplishments as a principal consultant included 1) creation of multiple future-state technology designs based on PwC’s business needs, industry best practices, and personal knowledge of the digital proficiency space 2) evaluated potential vendors against their ability to adhere to designs and made technology recommendations which were accepted by the chief digital officer, chief information officer, and chief learning officer and slated for implementation.

Insight Venture Partner's CRM Implementation

The CRM was implemented on time, on budget, and exceeding business expectations, regarding value-add and operational efficiency gains. Salesforce, Thrive TRM, and Microsoft Dynamics were all rigorously analyzed leading up to the implementation.

Evaluated the company's talent relationship management processes and tooling, recommended the implementation of a CRM to help facilitate the processes, and oversaw the systems' implementation–evaluated Salesforce, Thrive TRM, and various other CRM tools via a rigorous framework and determined the best fit.

AT&T B2B Systems Test Lead

Oversaw a 50 person onshore and offshore test team through SIT and UAT across eight different major systems releases.

AT&T experienced a major overhaul of their B2B systems and needed to test the functionalities prior to their release into production. The challenge centered around handling a huge amount of changes and prioritizing the most pressing items for the test, identifying the greatest risks, and mitigating those while not putting the QA team at overcapacity. The sheer scale of changes taking place necessitated that I build an effective and efficient framework to operate the QA team's work. I implemented the said framework and oversaw the team's execution, including building test scripts, executing them, logging bugs, etc.

ERP QA Leader for Company Divestiture

Oversaw the team that audited the HR data systems' readiness for divestiture.

Global eCommerce company divested into three separate companies: one to own and operate the eCommerce platform (eBay), another the financial processing business (PayPal), and the third, the b2b software and logistics services (Enterprise). Oversaw a team of two business managers and two business analysts who audited the HR Data Systems' readiness for divestiture. The team evaluated the risks to application test strategy and test execution coverage. The testing phase's exit criteria were met before the due date. The global eCommerce company successfully divested on the planned date, and the HR systems were stable at the time of divestiture.

Education

2004 - 2009

Bachelor of Arts Degree in Economics

Occidental College - Los Angeles, California, USA

Certifications

JANUARY 2021 - PRESENT

Stanford Professional Certificate in Strategy and Innovation

Stanford University

JANUARY 2010 - PRESENT

PMP

Project Management Institute

Skills

Tools

Asana, Jira, Adobe Fireworks, Adobe, HP Quality Center (QC), Thrive TRM

Paradigms

Change Management, Testing, Agile, Requirements Analysis

Platforms

Azure

Other

System Implementation, Risk Management, Project Management, Business Strategy, Process Improvement, User Experience (UX), Communication Strategy, Stakeholder Management, Microsoft, IT Program Management, Digital Transformation Program Management, Microsoft PowerPoint, Scope Management, Business Analysis, Strategy, Visual Studio, Product Strategy, Product Delivery, Product Design, Product Ownership, Business Process Modeling, Project Planning, Roadmaps, Software Development Lifecycle (SDLC), Coaching, Team Building, Request for Proposal (RFP), Quality Assurance (QA), QA Leadership, User Acceptance Testing (UAT), QA Test Plan Management, Outsourcing, Offshoring, Product Benchmarking, Competitor Analysis & Profiling, Growth Strategy, Business Cases, Mobile, Analytics, Marketing, B2B, Product Owner, Innovation, Product Growth, Product Operations, Risk Analysis, Wireframing, Go-to-market Plans, UX Design, Pricing Strategy, ADaM, DYNAMO, ATG, Salesforce, IBM Rational ClearQuest, Vendor Management, Regulatory Compliance, Due Diligence, Program Management, IT Security, IoT Protocols, PMO Development, Digital Transformation, Enterprise, CRM Design, Systems, Workday

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