Strategized, planned and managed the program to deliver the consolidated eCommerce platform for all wealth management lines of businesses.

Planned and initiated a credit risk adjudication system replacement program.

Spearheaded the business case and planning activity to implement CTI/IVN technology solution.
– Transformed the existing call centre to a highly intelligent, capacity and capability based routing and resource management system
– Designed processes in support of the new technology
– Dramatically improved the call centre efficiency, utilization, and productivity.

Participated as a member responsible for technology deliveries on a multi-functional Joint Venture consortium bidding to replace a province-wide land registry system.

Increased effectiveness of the IT organization by institutionalizing project, product and vendor management disciplines, processes and competencies using best practices and industry benchmarks.

Envisioned business processes to allow customers to trade the same day their account is opened.
–Created strategic partnership to build and pioneer secure real-time authentication of wallet and personal financial information to provide “open today – trade today” capability.
–Provided competitive advantage by being first to introduce this type of service within all of North America.

Strategized and launched WebBroker 4.0 program while still in implementation of the earlier version. This strategy allowed us to continue to be the industry leader and enjoy a huge competitive advantage.

Spearheaded eBusiness transformation visioning for Real Time Trade Processing. Initiated strategy sessions with staff and management to influence thought processes to consider transformation from “bricks and mortar” to “bricks and clicks”.

Managed the transition of legacy group pensions system to a 3-tiered, web-based architecture, enabling multi-channel and global usage.

Conducted a RFP process in search of a system for launch of a global group pensions business.

Initiated, directed and managed a program to convert a 401k system in time for business launch.
– Involved a global team spanning 5 countries within 3 continents

Managed a global property leasing and management project spanning locations in the US, UK and Canada.

Initiated a 5-month proof of concept initiative to deliver a brand new portal of a wealth management line of business using pioneering technology
– Negotiated vendor participation and partnership including assistance from their top consultants when needed
– Measured results against benefits forecasted
– Realized additional benefits such as training

Outsourced a large system conversion to offshore development vendor for fast turnaround.

Developed the blueprint for BPR service offering for a consulting practice group.

Created the Information Technology Architecture for a consumer goods organization, providing a clear technology direction to lead them through business merger.