2002

2003

CGI, formerly COGNICASE INC.

Client:

CGI Group Inc.

7 months

Position:

Mergers & Acquisitions Analyst

Responsibilities:

·         Coordinated the divestiture of a small CGI division that develops Customer Relationship Management (CRM) software, and transitioned the assets as an on-going business concern.

·         Evaluated and pre-screened acquisition targets for CGI head office.

·         Reviewed over 100 acquisition opportunities across North America and Europe.

Client:

financiaLinx

11 months

Position:

Program Manager

Technical

Environment:      

Microsoft Great Plains, PeopleSoft, CODA, Web, Sun, Java, Oracle, HP Unix, Microsoft NT .Net, IDS – InfoLease; Common Credit Server; dealerAccess; etc.

Responsibilities:

·         Managed the outsourcing of all technology operations for an online car leasing company with a $2 billion portfolio, who provides leases to over 1,350 dealers including the lease programs for Hyundai, Kia, Subaru, and Nissan.

·         Created the $2.4 million project budget, outsourcing strategy, overall project plan, and the team from 4 shareholders (Bank of Montreal, COGNICASE, LAC, & financiaLinx) and the out-going supplier (CIT) to run the project.

·         Coordinated the activities of over 60 resources from 6 companies to deliver the entire program in 11 months, on-time and on-budget.

·         Managed 8 major sub-projects, including 4 system transitions, an implementation of Microsoft Great Plains Financials, a switch of Payroll outsourcers, setting up the entire technical infrastructure at a new data centre, and disaster recovery planning for all systems. 

·         Created a 140-page Technology and Services Agreement and concluded negotiations with fLinx to govern the on-going outsourcing relationship.

·         Launched the second version of a software application that manages lease portfolios for automotive dealers, portfolioLinx 2.0.

Client:

Bank of Montreal, iNET

Position:

Project Manager

Responsibilities:

Conducted a Business Process Gap Analysis and researched Best Practices for the BMO IT group responsible for web hosting and technology outsourcing decisions.

1998

1999

DELOITTE CONSULTING

Toronto

Client:

Astra Pharma – Project Manager (3 months)

Technical

Environment:      

SAP R/3, Sterling Commerce EDI

Responsibilities:

·         Designed Standard Operating Procedures in inventory and distribution center management for a large pharmaceutical manufacturing company, Astra Pharma.  The procedures focused on the control and reconciliation of inventory distributed through an outsourcing agreement with five externally managed distribution centers (DCs).

·         Validated the electronic flow of data from DCs to and from the client’s Enterprise Resource Planning system to uncover potential errors.

·         Developed an action plan to uncover and resolve the root cause of each error (people, process, or technology) and correct any historical impact since the ERP system went live six months earlier.

·         Managed a team of ten people during the implementation of the action plan, leading to the achievement of the results planned.

·         Provided Quality Assurance on the resolution of the inventory problems and subsequent inventory levels, resulting in approval from the client’s auditors.

·         Led senior management through weekly status meetings throughout the project.

Client:

Future Shop (Project Lead) (5 months)

Technical

Environment:      

Retek Merchandising System, Retek Distribution Management, Clarify, Oracle Financials

Responsibilities:

·            Facilitated a large retail client, Future Shop, through a company-wide process mapping exercise, to identify key points of business integration during the implementation of five new computer systems.  Included operational processes such as logistics, inventory management, store operations, purchasing, and merchandising, as well as infrastructural processes such as management of payables, receivables, and maintenance of data integrity.

·            Managed one of two teams focused on Distribution processes.  Conducted detailed process re-design within the logistics and distribution processes, through the use of client interviews, data gathering and facilitating process visioning sessions.  Also contributed significantly in the area of inventory management.

Client:

Ames Department Stores (Project Lead) (2 months)

Technical

Responsibilities:

Catalyst Warehouse Management System

·            Led the interface design team on a warehouse system implementation for Ames, a multi-billion dollar American department store chain.  The project team created linkages between a new warehouse management system (Catalyst) and the mainframe head office system.

Client:

Deloitte Consulting (internal project)

Position:

Senior Consultant

Responsibilities:

·            Worked on an internal project at Deloitte Consulting to integrate the Supply Chain and Electronic Commerce methodologies, with a specific focus on Strategic Supply Management and buy-side e-commerce technology.  Made a presentation to the Process Transformation group about the link between supply chain and e-commerce.

1995

1997

PRICE WATERHOUSE

Client:

JVC – Consultant (4 months)

Responsibilities:

·         Completed an overall operations review of a medium-sized consumer electronics sales and distribution company, JVC, by facilitating cross-functional workshops, interviewing staff and managing a small client team. 

·         Documented processes across the entire company.  Compared client data to benchmarks and best practices. 

·         Identified over $900,000 in potential savings from process changes.  Led senior management toward the selection of enterprise resource planning software.  Managed the communications strategy during the project and facilitated the client through a culture change process.

Client:

Sony – Consultant (3 months)

Technical

Environment:      

SAP R/3

Responsibilities:

·         Co-facilitated process workshops covering the entire business value chain for a large consumer electronics sales and distribution company, Sony.  Worked as part of the process redesign team during a large system implementation.  Identified issues and opportunities and mapped both existing and future processes.

Client:

Coca-Cola Beverages – Consultant (2 months)

Responsibilities:

·         Defined and documented a new sales and operations planning process for a world-class beverage manufacturer and distributor, Coca-Cola.

Client:

Maksteel – Consultant (3 months)

Responsibilities:

·         Implemented sales process and organizational changes for a large Just-In-Time steel processor in the automotive industry, Maksteel, focusing on order fulfillment and demand management.  Significant changes included working with the client team to: implement a part number database; improve sales order accuracy; and re-engineer the customer order fulfillment process.

Client:

Price Waterhouse – Consultant (3 months)

Technical

Environment:      

Oracle Financials

Responsibilities:

·         Led a process redesign team during a system implementation for the accounting department of a large professional services firm, Price Waterhouse.  Facilitated the creative envisioning of more efficient process.  Reduced time to report monthly financial results from 10 to 5 working days.  Handled change management activities including stakeholder mapping exercises.

Client:

City of Orillia – Consultant (3 months)

Responsibilities:

·         Created a Request for Proposals for an Ontario municipality, Orillia, seeking a public-private partnership for a new multi-use recreation complex.  Facilitated part of the evaluation process.

Client:

City of Hamilton and Region of Hamilton-Wentworth – Consultant (3 mths)

Responsibilities:

·         Worked with two municipal governments, City of Hamilton and Region of Hamilton-Wentworth on a shared services initiative in the finance area.  Developed and administered a benchmarking survey.  Assisted in the facilitation of process mapping sessions.

Client:

Metro Toronto Co-Operative Housing Limited – Consultant (2 months)

Responsibilities:

·         Completed an evaluation of a financial model for a new form of non-profit housing for Metro Toronto Housing Co-operative Limited.  Developed alternative model scenarios with various forms of sensitivity analysis.

Client:

Non-Profit Housing Providers of Ontario – Consultant (2 months)

Responsibilities:

·         Worked on a manageable cost study for large non-profit housing providers in Ontario.  Completed detailed analysis of a complex database of comparable cost information.  Assisted in the development of a report outlining the comparisons of costs among the providers.

1993

1994

WEBSTER CONSULTING

St. George

To:

Client:

Ontario Horse Racing industry – Consultant (3 months)

Responsibilities:

·         Analyzed forecasts and planned a marketing strategy for a consortium in the $1 billion Ontario horse racing industry.  The plan focused on off-track wagering (tele-theatres), the potential benefits of consistent marketing, and the creation of a shared services centre utilizing state-of-the-art technologies. Numerous stakeholders were consulted, including personnel at 16 different racetracks, two horsemen’s associations, and the provincial government.  Worked as a sub-contractor to a Big Five consulting firm.

Client:

Ontario Harness Horsemen’s Association  Consultant (2 months)

Responsibilities:

·         Researched and presented findings to a labour association, Ontario Harness Horsemen’s Association on the implications of a new and growing distribution channel in horse racing.

Client:

Western Business Consulting (4 months)

Responsibilities:

·         Contracted with Western Business Consulting (now Ivey) on three separate projects, including: a business plan for a small credit union London Free Press Employees Credit Union; a feasibility study of a used furniture store and the feasibility of entering the student housing market for the University Students’ Council at UWO.

1999

2001

DELANO TECHNOLOGY CORPORATION

Toronto

Position:

Account Executive

Technical

Environment:      

Delano e-Business Interaction Suite

Responsibilities:

·            Sold enterprise e-business software, and managed projects for existing accounts, focusing on web-based Customer Relationship Management (CRM) applications.

·            Negotiated signed contracts for 5 major deals, with an average deal size over $200,000 USD.

·      Managed a diverse list of Canadian clients and prospects in the dot-com industry, as well as retail, logistics, and marketing services.

·        Trained in "Solution Selling" methodology for selling complex solutions to senior executives.

1999

2002

EDRUGSTORE.CA INC.

Toronto

Position:

Co-Founder

Technical

Environment:      

Microsoft Commerce Server 2000, SQL Server Database, web-based administration

Responsibilities:

·         Created an online retail drugstore from concept to pre-launch.

·         Used two web development firms to create a fully functional e-commerce website with a full product catalog.

·         Chosen by Microsoft, Compaq & Intel to be the first promising Internet start-up in Canada to enter their speedStart Program of support, which garnered international media coverage.

·         Convinced one of Canada’s largest business and technology law firms, and a leading healthcare interactive agency to both become equity stakeholders in the company.

·         Interviewed and selected pharmacists at an independent drugstore to manage the operation.

·         Explored a direct-to-consumer business model backed by six major pharmaceutical manufacturers and a leading global logistics supplier.