Feb 2024 – Present · 2 yrs 3 mos

• A Universal AI Employee that works hand-in-hand with human colleagues to reduce repetitive and tedious tasks so teams can focus on more strategic, creative and purposeful work. Bringing a generational shift in how enterprises work in the future.

Jun 2023 – Present · 2 yrs 11 mos

• Topics Covered:
• How and where to implement and deploy RPA
• How to identify candidate processes in your organization that are ripe for transformation via RPA
• Key process areas and specific use cases where RPA has made a big impact

Mar 2023 – Present · 3 yrs 2 mos

Sep 2022 – Present · 3 yrs 8 mos

Aug 2022 – Present · 3 yrs 9 mos

• 2B Ventures is a forward-thinking company that advises, invests in, incubates, and develops the skills, tools, and outcomes necessary to shape the future of work. At 2B, I bring my 25 years of strategy, sales, and marketing experience to bear for partners and portfolio companies alike.

May 2022 – Present · 4 yrs

• Topics Covered:
• What is Intelligent Automation?
• Capabilities that make up Intelligent Automation
• Complex Intelligent Automation solutions
• Management of an Intelligent Automation program
• Success factors for scaling Intelligent Automation

May 2022 – Present · 4 yrs

• Topics Covered:
• What is Process Mining?
• The Value of Process Mining
• Building a Business Case
• Optimizing and Redesigning Processes

Jan 2022 – Mar 2022 · 2 mos

• I was selected by LinkedIn as one of only 100 Creators to take part in the Inaugural Creator Accelerator Program. The Creator Accelerator Program is a 10-week incubator style program where Creators bring new concepts and visions to life, grow their audience, and engage with the LinkedIn community. It was a blast! And and honor to be one of the #First100

Feb 2019 – Present · 7 yrs 3 mos

• Topics Covered:
• Understanding the digital operations landscape
• Where digital ops fits in your business
• Digital ops front-office and back-office use cases
• Drafting a strong, top-down mandate
• Investing reasonably in digital transformation
• Managing expectations for AI projects

Oct 2018 – Present · 7 yrs 7 mos

• Topics Covered:
• What is robotic process automation (RPA)?
• The RPA vendor landscape
• Differences between RPA and other tools
• Best practices at the process and enterprise levels
• Identifying opportunities for automation
• Prime opportunity areas for automation
• Key stakeholders in your RPA journey
• Tips for success from the front lines

May 2022 – Present · 4 yrs

• Advisor to leading Process Intelligence firm, with venture backing from Dell Technologies Capital, Citi Ventures, Cathay Innovation, and others

Feb 2022 – Present · 4 yrs 3 mos

• Advisor to exciting low-code/no-code platform company, born out of deep industry experience, and purpose built to help businesses unleash their best people, and transform with a process-first approach.

Aug 2021 – Present · 4 yrs 9 mos

• Member of Bain Advisor Network, a group of 500+ global executives with deep sector and functional experience that support Bain case teams. Serving as an external advisor on confidential projects related to Digital Transformation, and the adoption and scaling of Intelligent Automation, RPA, advanced analytics, and AI.

Aug 2019 – May 2021 · 1 yr 9 mos

• Host of the OneTAKE podcast - ran for 66 episodes and explored the future of work, life and culture with the entrepreneurs, authors, academics, visionaries and game changers shaping that future. Hosted on Spotify, iHeartRadio, iTunes, Stitcher, and Podbean, as well as LinkedIn Live.

Mar 2019 – May 2021 · 2 yrs 2 mos

• Crafted digital strategy, built upon the acquisition of Symphony Ventures (an RPA Pure Play) and leveraging skills from the 55k person global team of innovators and delivery professionals. Built a world-class global marketing function that dramatically grew pipeline across the entire Awareness-to-Purchase lifecycle (and saw 20x conversion growth in 3 years). Spearheaded experience-focused, automation-led outsourcing to enable world-class brands to create caring interactions, develop unrivaled insights, and compete better, faster, bolder in this dynamic new world of work.

Dec 2016 – Jan 2021 · 4 yrs 1 mo

Oct 2014 – May 2021 · 6 yrs 7 mos · San Francisco & London

• Symphony was a professional services firm passionate about creating value for the world’s leading organizations by designing, delivering and managing truly modern business processes. As thought leaders we defined the approaches and shaped the technologies that helped unlock the value of automation. Symphony was acquired by Sykes Enterprises, Inc. in 2018.
• As co-founder & Chief Strategy Officer, I helped enable positive disruption for our clients, by identifying and maximizing the impact of ‘Future of Work’ techniques including Robotic Process Automation, Intelligent Automation, Cognitive, Machine Learning, Artificial Intelligence, Crowd Sourcing, and Impact Sourcing.

Jun 2013 – Jul 2014 · 1 yr 1 mo · San Francisco Bay Area

• Head of Sutherland's Innovation Labs. Responsible for managing the innovation process inside Sutherland in order to identify business opportunities and new technologies/services, and then to develop and commercialize these into capabilities for the benefit of our clients. Doggedly focused on value creation, inspired collaboration and development of industry altering capabilities and services.
• One such industry altering capability is Robotic Process Automation (RPA). Work spearheaded by the Innovation Labs' Incubator has led to significant wins and has gained Sutherland recognition as the industry leader in RPA.

Sep 2012 – May 2013 · 8 mos · San Francisco Bay Area

• Developing Tier 1 BPO capabilities and growing a world class BPO division, leveraging the strengths and presence of a FTSE 100 services firm.

Dec 2008 – Sep 2012 · 3 yrs 9 mos

• Head of operations, solutions and transformation for the BPO Supply Chain Management practice. Coordinating business development and pursuit efforts, managing a global team of Transformation specialists, creating real and measurable value for complex clients facing complex challenges. Pushing myself and my global team to think and work creatively and collaboratively, to leverage new tools, to challenge convention, and to aspire to be the showcase in all that we do.

Aug 2006 – Nov 2008 · 2 yrs 3 mos

• Led consulting engagements in strategy development, portfolio management, organizational change, and operational optimization, primarily in financial services, industrial, and technology sectors

Jan 2001 – Aug 2005 · 4 yrs 7 mos

• Spearheaded business development and sales, securing multiple Fortune 500 consulting clients and corporate subscribers to proprietary published market research reports
• Developed global market forecast of growth and adoption in Machine-to-Machine (M2M) space, including sensory and communications hardware, software, installation, and service-based revenue segments
• Advised venture firms on M2M market dynamics, projected returns of specific investments, and assisted with due diligence on potential investment targets
• Presented at conferences as industry SME; authored numerous articles; served on industry and client advisory boards

Jan 2000 – Jan 2001 · 1 yr

• Evaluated strategic initiatives and investment/partnership opportunities for clients by providing analysis of competitor offerings, market positioning, industry trends, and financial impact

Jan 1998 – Jan 2000 · 2 yrs

• Developed performance measurements for global Balanced Scorecard initiatives
• Implemented ERP systems for AT&T, Pfizer, and Warner Lambert