Well-Rounded and experience R&D Leader with 15+ years in product, looking to make a transition into Product Management. As a Business Analyst, Product Owner, Scrum Master, Project/Program Manager and Agile Coach, I spent the first half of my career gathering requirements and designing amazing solutions that solved customer needs. Over the last few years, I had transitioned more into a Project Manager/Program Manager role and then as an Agile Coach, where I excelled at teaching and training Product Managers on how to effectively drive product strategy using agile methodologies. But I have come to realize that driving product strategy and building solutions that amaze users is still where my heart and my talents are best utilized.
Driven by a need to satisfy customer and solve problems with effective solutions
Ability to visualize a long-term strategic solution for products and break that down into smaller executable and tactical goals based on priority and business objectives
Creative and Analytical, out of the box thinker
Motivated and Goal-Oriented, Self-Directed
15+ years in Product, mentored by some of the best Product Managers in the business
Experience leading and guiding multi-disciplinary teams, including collaboration, consensus building, and conflict management
Desire to follow through with customers and build and maintain relationships from initial inception of idea to post-delivery feedback
Experienced in all aspects of Agile Product Management methodologies from research, design, user story mapping, roadmapping, prioritizing, and setting expectations and communicating results
Product Management Experience -
I have had the privilege of being mentored by several of the greatest Product Managers in the country, including Jeff Patton (author of User Story Mapping) and several at ExactTarget/Salesforce
I was the Product Owner and a key contributor (serving as both Product Owner and Program Manager) to the Journey Builder Application built by ExactTarget. This application was one of the main reasons that Salesforce bought ExactTarget. It was also funded and launched by Microsoft as their marketing software used to engage customers as they transitioned from in-store software purchases to online subscriptions with Office 365.
Owner/Consultant/Agile Transformation CoachJun 2016 to Current The Agile Coach, LLC － Indianapolis, IN
Contracted through TEK Systems to provide
Agile Training and Coaching to NGS (National
Provided Agile Bootcamp Training to 5 teams,
totalling near 70+ employees and Coached
these team through their first 3-5
Successfully negotiated an extension to the
project once initial training and coaching was
In Phase 2, I was contracted to setup their Agile Governance processes,
bridge the gap between their business goals
and their scrum teams, further train their
Product Owners and Product Managers, as well
as business executives and coach their internal
Taught Product Owners how to create user
story maps, product roadmaps, and release plans
Coached Product Owners how to align business
objectives to a strategic product vision, how
to break that vision down into epics and
stories that can be executed by the team, and how to
prioritize those stories in a way that
aligns with the company's business objectives
Taught Product Owners how to write effective
user stories, write acceptance criteria, and
how to create a clear definition of done and
Coached Senior Leadership (both Business and
IT) and Product Owners on how to effectively
coordinate and collaborate across silos and
up and down multiple levels of hierarchy, how to
effectively communicate the product's vision,
strategy, roadmap and upcoming releases to
all those levels, including stakeholders and
Coached the teams on how to seek, receive
and incorporate user and customer feedback
Presented roadmap and progress to upper
management each week
Program Manager/Agile Owner/Technical Product OwnerJul 2014 to Jun 2016 Teradata Marketing Applications － Indianapolis, IN
Served as the Product Owner for the Agile Transformation. Coached and Trained an entire department of infrastructure and operations engineers on how to become an agile development team as the team transitioned from infrastructure as a service to an AWS cloud-based infrastructure platform.
Successfully coached the newly formed security team on how to build a user story map, a product roadmap, and a product backlog in order to visualize and prioritize the tasks associated with their ISO27001 strategy.
Successfully coached and trained 6+ managers and directors on how to take projects and products and break them down into epics, user stories, and acceptance criteria as they transitioned from the role of functional manager to technical product owner
Successfully coached and trained 6+managers and their teams on how to build a vision and strategy for each of their service areas and how to align that vision and strategy with their product backlog through the use of roadmapping and release planning
Successfully coached and trained 6+ teams on how to execute on that vision and strategy using scrum, scrumban, and kanban methodologies, a clear definition of ready, a clear definition of done and good quality checklists
Successfully served as product owner for most of these teams in lieu of the technical manager/product owner when they were not available, wrote most of the user stories, epics and acceptance criteria myself
Created a vision and roadmap for projects where the vision was not clear, used that to elicit the vision and strategy from upper management when they were unable to clearly communicate a vision and strategy
Taught formal training when needed and presented progress to upper management weekly
Business Analyst/Product Owner and Scrum Master/Program ManagerMay 2012 to Jul 2014 ExactTarget/Salesforce.com － Indianapolis, IN
Reported to the Director of Product Management and served as his Business Analyst/Product Owner for the first year (until the Salesforce buyout). Then moved to Program Manager of the Journey Builder application.
Responsible for keeping the backlog groomed, and the product roadmap and user story map updated
Responsible for clarifying, communicating and breaking down epics into executable user stories with acceptance criteria to the entire development team(s)
Responsible for testing, reviewing, and troubleshooting issues before the product could be released to production/production bugs submitted by customers and our solution center
Responsible for understanding the client (Microsoft)'s needs and communicating that effectively to the development and QA teams
Responsible for prioritizing and clarifying what stories were part of MVP for beta based on customer's needs
drew diagrams, wireframes, analyzed possible outcomes and risks in order to better communicate the solutions
Presented product roadmap and functionality to stakeholders and customers in demo's, reviews, and other important client meetings
worked with UX team to effectively design solutions, consulted as a product expert when design changes needed to be made
Project ManagerJan 2012 to May 2012 Indecon Solutions at United Healthcare － Indianapolis, IN
Managed a project that successfully cut $36 Million dollars in prompt pay fees paid out by the company to healthcare providers for late and inaccurate payments (paid $18M the following year)
Managed a team that analyzed the reasons for inaccurate/late adjudication and created projects to resolve the issues
Presented findings and results to upper management each week
Highly visible project (short term contract with fast results)
Business Analyst/Agile Trainer/ContractorJun 2011 to Dec 2011 Knowledge Services, Inc at Liberty Mutual － Indianapolis, IN
Successfully taught a team transitioning from waterfall to agile on agile fundamentals, including user story writing and product owner responsibilities.
Business Analyst III/ContractorFeb 2010 to Jun 2011 Anthem/WellPoint － Indianapolis, IN
Worked 2 separate contracts at Anthem.
One in the Procurement Department where I gathered requirements, designed and built a solution for Importing Contracts for Procurement (February 2010-6/2010)
In the second contract, I gathered requirements, designed, and Built solutions to help the Benefits Testing team resolve issues in benefit configurations
Senior Business AnalystMay 2008 to Feb 2010 Brooksource Technical Youth at State of Indiana, Public Employees' Retirement Fund － Indianapolis, IN
Elicited requirements from business users and design solutions to the systems used by internal customer service teams as well as external client-facing websites.
Informatics StudentAug 2004 to Dec 2011 Indiana University － Indianapolis, IN
When the company I was working for as a business analyst (The Healthcare Group 2000-2004) dissolved, I returned to School at IUPUI to pursue my BS in Informatics. I worked as a contractor and consultant from August 2004-December 2011 at various positions, mostly in a Business Analyst capacity until I graduated in December 2011. During all positions from The Healthcare Group to ExactTarget in 2012, I was simultaneously working and taking between 6-9 credit hours a semester (sometimes more).
Business AnalystNov 2000 to May 2008 Various Companies/Can Provide Upon Request － Indianapolis, IN
Nov 2000- Aug 2004: Business Analyst at the Healthcare Group (M Plan Insurance)
Built the first-ever benefits database that ended up being used for internal and external reporting; group service agreement creation; vision, dental and pharmacy extracts to vendors; data mart and data mining; printing copays on id cards, etc.
Wrote requirements, worked with business users to design solutions
Aug 2004- Dec 2006: Returned to Indiana University full time in August 2004 when The Healthcare Group closed their doors (sold to Clarian) to study Informatics. Worked various on-campus jobs including teaching at the University's UITS STEPs center where I taught MS Word, Excel, Access, PowerPoint, Adobe Photoshop and database design to professionals coming in for training.
2005-2006: Also held a pt job as an analyst with United Audit Systems where I audited and reprocessed medical bills to collect payments from insurance companies
Jan 2007 - Dec 2007: Contracted at Eli Lilly as a Project Coordinator supporting a team of business analysts and helping write business requirements for the IVRS system used for clinical trials
Bachelor of Science, Informatics2012Indiana University － Indianapolis, IN, USAMinor in Database Administration and Human-Computer Interaction
Technical Diploma (2-yr Program), Computer Office Administration1999Professional Careers Institute － Indianapolis, IN, USA
Product Owner Training Certified Scrum Practitioner (CSP)
with Jeff Patton Scrum Alliance, Inc.
May 2013 June 2016
Certified Scrum Master (CSM)SAFe Agilist (SA)
Scrum Alliance, Inc.Scaled Agile Framework, Inc.
Sept 2013 May 2016
Agile Indy, Board of
A monthly meeting of those in the technology
profession interested in learning more about Agile development. I have served on the Board of Directors,
organizing monthly meetings, speakers, and serving as the Conference Committee Chair for the annual conference since January
2016 (member since 2013). I won my position through a member vote and was selected by my peers to serve.
A monthly meetup of Agile experts who want to learn games to better facilitate agile Product Development and team building. I've been attending every month since the meeting's inception in August 2016.
PMI, Indy Chapter
a member of the Project Management Institute, I attend local monthly events and
several seminars and conferences a year related to Project Management
Boy Scouts of America, Pack 396,Brownsburg, IN
Interim Cub Master, Committee Chair, Head Membership and Recruiting, Pack
Committee Leader, and Den Leader
*I also attend various other networking events related to Product and Technology throughout Indianapolis on a regular basis