Digital Transformation | Digital Strategy | Organizational Change

Projects

  Change Adoption, Communications and Digital Engagement leader for global professional services firm revenue growth transformation leveraging Salesforce.   Responsible for change strategy, executive communications, change communications, team leadership, strategy implementation, content and collateral development in multiple leadership roles spanning ten software version releases and related behavior change campaigns. Drove workforce learning campaigns to take more digital approach to sales and leveraged digital adoption tools.

Change Adoption, Communications and Digital Engagement leader for global professional services firm revenue growth transformation leveraging Salesforce.

Responsible for change strategy, executive communications, change communications, team leadership, strategy implementation, content and collateral development in multiple leadership roles spanning ten software version releases and related behavior change campaigns. Drove workforce learning campaigns to take more digital approach to sales and leveraged digital adoption tools.

  Change Management Communications and Training leader for global HR organization implementing 3 Workday modules in 15+ countries.    Developed change assessment, introduced & managed ESN-based (Yammer) change activation network, led global virtual project team and created gamification and  online video training program  improving adoption by more than 30% over expectations for first 180 days worldwide.

Change Management Communications and Training leader for global HR organization implementing 3 Workday modules in 15+ countries. 

Developed change assessment, introduced & managed ESN-based (Yammer) change activation network, led global virtual project team and created gamification and online video training program improving adoption by more than 30% over expectations for first 180 days worldwide.

  Digital Adoption advisor to multi-location health care provider seeking to reduce HR costs and streamline the benefits open enrollment process.    Retained to examine lack of engagement with company intranet and recommend solutions to inefficient health care benefits enrollment online. Proposed and co-created Slack-based  chatbot  to handle benefits open enrollment for 2,000 employee health care group, netting estimated cost avoidance of $18,000.

Digital Adoption advisor to multi-location health care provider seeking to reduce HR costs and streamline the benefits open enrollment process. 

Retained to examine lack of engagement with company intranet and recommend solutions to inefficient health care benefits enrollment online. Proposed and co-created Slack-based chatbot to handle benefits open enrollment for 2,000 employee health care group, netting estimated cost avoidance of $18,000.

 
  Merger and Acquisition advisor focused on top talent retention for $50M technology product company merger.    Advisor to CEO of acquiring company on change leadership and cultural changes, role mapping and change assessment related to moving to post-acquisition target operating model, and opportunities for re-skilling workforce. Maintained regrettable turnover below anticipated levels through targeted change and executive communication interventions.

Merger and Acquisition advisor focused on top talent retention for $50M technology product company merger. 

Advisor to CEO of acquiring company on change leadership and cultural changes, role mapping and change assessment related to moving to post-acquisition target operating model, and opportunities for re-skilling workforce. Maintained regrettable turnover below anticipated levels through targeted change and executive communication interventions.

  Change Leadership Communications work stream leader for a 2-year digital transformation program within a   global audit firm.   Leader of international virtual team of audit consultants, change & communications specialists re-launching audit brand, introducing a new technology platform and driving cultural transformation enabling new operating model and digital business transformation in phases worldwide. Retrained auditors at all levels in new ‘digital audit’ tools.

Change Leadership Communications work stream leader for a 2-year digital transformation program within a global audit firm.

Leader of international virtual team of audit consultants, change & communications specialists re-launching audit brand, introducing a new technology platform and driving cultural transformation enabling new operating model and digital business transformation in phases worldwide. Retrained auditors at all levels in new ‘digital audit’ tools.

  Internal and Executive Communications Leader re-launching intranet and implementing global executive social media communications for a global law firm.   Designed and implemented campaigns that resulted in significant improvements in following, reach and engagement with Chairman’s and global company official Twitter, LinkedIn and Facebook accounts. Created and managed resources developing global social content for these platforms and coached leaders on effective use of their own accounts. Re-launched intranet with executive blogging platforms and conducted training programs for content development community. Managed local and Philippines-based staff for ongoing implementation.

Internal and Executive Communications Leader re-launching intranet and implementing global executive social media communications for a global law firm.

Designed and implemented campaigns that resulted in significant improvements in following, reach and engagement with Chairman’s and global company official Twitter, LinkedIn and Facebook accounts. Created and managed resources developing global social content for these platforms and coached leaders on effective use of their own accounts. Re-launched intranet with executive blogging platforms and conducted training programs for content development community. Managed local and Philippines-based staff for ongoing implementation.

 
  Communications Team Lead for offshoring and outsourcing of 13,000 IT staff for a global bank.    Communications advisor to Chief Information Security Officer as part of change work stream moving 800 information security staff to new target operating model. Advised global CIO, CISO on media relations, communicating reorganization, maintaining employee engagement through offshoring / outsourcing initiative impacting IT employees in Brazil, Netherlands, US, UK. Managed team of 3.

Communications Team Lead for offshoring and outsourcing of 13,000 IT staff for a global bank. 

Communications advisor to Chief Information Security Officer as part of change work stream moving 800 information security staff to new target operating model. Advised global CIO, CISO on media relations, communicating reorganization, maintaining employee engagement through offshoring / outsourcing initiative impacting IT employees in Brazil, Netherlands, US, UK. Managed team of 3.

  Social Media Campaign Lead driving internal and external launch of new Sustainability Report in tandem with existing financial reporting for a global accounting and professional services firm,   increasing downloads and overall readership over 100% from previous year.   Designed, proposed and implemented global external social media campaigntargeting clients and future talent as part of the public relations launch of global annual financial and sustainability reports. Managed 60-day campaign spanning Facebook, YouTube, Twitter and LinkedIn. Managed local and Philippines-based staff for ongoing implementation.

Social Media Campaign Lead driving internal and external launch of new Sustainability Report in tandem with existing financial reporting for a global accounting and professional services firm, increasing downloads and overall readership over 100% from previous year.

Designed, proposed and implemented global external social media campaigntargeting clients and future talent as part of the public relations launch of global annual financial and sustainability reports. Managed 60-day campaign spanning Facebook, YouTube, Twitter and LinkedIn. Managed local and Philippines-based staff for ongoing implementation.

  International Training Lead developing and implementing   information security educationonline learning platform for for a global bank ahead of deployment schedule and under budget.   Created training strategy, technology readiness assessment and authored curriculum content for portal-based e-learning platform. Leader for implementation of portal content in three languages supporting over 70,000 employees in North America, Europe and Brazil. Managed vendor relationships and team of 2.

International Training Lead developing and implementing information security educationonline learning platform for for a global bank ahead of deployment schedule and under budget.

Created training strategy, technology readiness assessment and authored curriculum content for portal-based e-learning platform. Leader for implementation of portal content in three languages supporting over 70,000 employees in North America, Europe and Brazil. Managed vendor relationships and team of 2.

 
  Thought leader, author and advisor to continuing education program of a globally-recognized non-profit professional society.   Developed and delivered  articles , web content and 2016 ‘best seller’  online course series  for professional society on applications of AI, Blockchain and automation technologies to corporate communications. Advised on learning management system selection, curriculum development and certification requirements for next-generation online learning solution.

Thought leader, author and advisor to continuing education program of a globally-recognized non-profit professional society.

Developed and delivered articles, web content and 2016 ‘best seller’ online course series for professional society on applications of AI, Blockchain and automation technologies to corporate communications. Advised on learning management system selection, curriculum development and certification requirements for next-generation online learning solution.

  Education Technology Consultant and author for globally-recognized technology brands seeking engagement with K-12 educators in the US.   Consultant partnering with major technology vendors to teach K-12 education professionals how to create technology-infused learning experiences and write curriculum leveraging new technologies. Published author of several articles for educators on classroom technology best practices in Dell and  Microsoft print and online thought leadership . Technical contributing editor for Microsoft’s first  K-12 Technology Roadmap , a strategy guide for technology implementation in schools.

Education Technology Consultant and author for globally-recognized technology brands seeking engagement with K-12 educators in the US.

Consultant partnering with major technology vendors to teach K-12 education professionals how to create technology-infused learning experiences and write curriculum leveraging new technologies. Published author of several articles for educators on classroom technology best practices in Dell and Microsoft print and online thought leadership. Technical contributing editor for Microsoft’s first K-12 Technology Roadmap, a strategy guide for technology implementation in schools.

  Training and Change Management Consultant for global telecommunications infrastructure manufacturer revamping its entire customer training and documentation program.   Assessed needs and developed content for critical refresh of all B2B marketing and sales materials, training and documentation. Project manager for development of new CD-ROM- based instruction series, led Six Sigma process optimization exercise for team responsible for creation of new documentation and training products.

Training and Change Management Consultant for global telecommunications infrastructure manufacturer revamping its entire customer training and documentation program.

Assessed needs and developed content for critical refresh of all B2B marketing and sales materials, training and documentation. Project manager for development of new CD-ROM- based instruction series, led Six Sigma process optimization exercise for team responsible for creation of new documentation and training products.

 
  Change Management Consultant to new CEO and C-suite executive team for a global chemical manufacturing and distribution company.    Developed cultural assessment and advised executive team on introduction of new CEO to the organization. Created introduction plan, authored key internal and external communications, scripted CEO for first internal video conference with all employees as part of organizing global town hall meeting. Coached C-suite leaders on video as an employee engagement technology and mapped first 90 days communication plan to introduce new strategic vision to the organization.

Change Management Consultant to new CEO and C-suite executive team for a global chemical manufacturing and distribution company.

Developed cultural assessment and advised executive team on introduction of new CEO to the organization. Created introduction plan, authored key internal and external communications, scripted CEO for first internal video conference with all employees as part of organizing global town hall meeting. Coached C-suite leaders on video as an employee engagement technology and mapped first 90 days communication plan to introduce new strategic vision to the organization.

  Executive Advisor, Global Manager and Internal Consultant on change and internal communications to global accounting firm executive leadership team.   Coached global executives on effective internal communications and authored communication, change and retention strategies for global service line leaders. Developed 25+ member team providing internal agency model and center of excellence for internal, executive and change communications. Facilitated executive planning sessions, developed organizational designs, recruited, trained and managed communication professionals on four continents supporting leaders at every level

Executive Advisor, Global Manager and Internal Consultant on change and internal communications to global accounting firm executive leadership team.

Coached global executives on effective internal communications and authored communication, change and retention strategies for global service line leaders. Developed 25+ member team providing internal agency model and center of excellence for internal, executive and change communications. Facilitated executive planning sessions, developed organizational designs, recruited, trained and managed communication professionals on four continents supporting leaders at every level

  Digital Adoption Manager and Digital Engagement Leader for deployment of intranets and Enterprise Social Networks (ESNs) at four companies.   Leader of initiatives launching intranets and ESNs on multiple platforms at four separate global companies. Developed case for change, internal communication and launch programs, coordinated content management network and led change advocate networks to successfully deploy Yammer, Chatter, and other tools to targeted stakeholder groups, measuring success in terms of both adoption rate and tangible business outcomes.

Digital Adoption Manager and Digital Engagement Leader for deployment of intranets and Enterprise Social Networks (ESNs) at four companies.

Leader of initiatives launching intranets and ESNs on multiple platforms at four separate global companies. Developed case for change, internal communication and launch programs, coordinated content management network and led change advocate networks to successfully deploy Yammer, Chatter, and other tools to targeted stakeholder groups, measuring success in terms of both adoption rate and tangible business outcomes.