Helping Organizations Turn Strategy Into Successful Change

Partnering with business and technology leaders to improve organizational readiness, accelerate

adoption, and realize the full value of business transformation initiatives.

My Approach

Successful transformation requires aligning people, leaders, processes, and technology around shared business objectives—not technology or training alone.

Throughout my career, I've found organizations realize the greatest value when organizational readiness, performance consulting, communications, and strategic learning are integrated rather than treated as separate workstreams.

Whether supporting enterprise technology implementations, business process improvements, or organizational transformation, my focus is reducing implementation risk, accelerating adoption, and preparing people for lasting change.

How I Help Organizations

Helping organizations improve business outcomes by aligning people, processes, technology, and organizational readiness with shared business objectives.

Align people initiatives with business strategy

Improve organizational readiness

Prepare leaders and employees for lasting change

Accelerate technology adoption

Reduce implementation risk

Enterprise Change Strategy

PPD (Thermo-Fisher Scientific) | Principal Optimization Specialist | 2019 - 2023

Business Challenge

PPD was executing multiple enterprise initiatives that required employees and leaders across the organization to adopt new processes, technologies, and ways of working. Successful implementation required more than training—it required coordinated organizational change, executive communications, manager enablement, and adoption planning.

My Role

Led organizational change initiatives supporting enterprise transformation efforts, partnering with business leaders, communications, and project teams to develop change strategies, adoption plans, manager toolkits, and communication resources.

Key Business Solutions

During my tenure, I developed and supported organizational change solutions that improved communication, adoption, and implementation across multiple business functions.

PPD Translate

Designed a comprehensive organizational change solution to support enterprise-wide adoption of a new initiative. Developed manager toolkits, executive communications, presentation materials, an animated GIF used by executive leadership, a SharePoint communications hub, and implementation resources that enabled leaders to effectively communicate and reinforce change throughout multiple business functions.

Robotic Process Automation

Led organizational change activities supporting multiple finance automation initiatives, including implementation planning, stakeholder communications, manager coaching, adoption measurement, and post-implementation performance evaluation to support successful technology adoption.

Change Management PowerApp

Designed and developed a scalable PowerApp that guided business partners through change planning by assessing initiative complexity and recommending tailored organizational change strategies, templates, and toolkits based on established change management methodologies including PROSCI, LaMarsh, and Kotter.

Digital Adoption Strategy

Directed the evaluation of enterprise digital adoption technologies (WalkMe and WhatFIX), developing pilot solutions that demonstrated opportunities to improve technology adoption, in-application guidance, and employee performance support across approximately 4,300 clinical operations employees. Findings informed strategic recommendations for enterprise implementation.

Mars Veterinary Health

As Instructional Design Lead for Mars Veterinary Health, I supported the implementation of a new practice management system designed for rapid deployment using Agile methodologies and two-week sprint cycles. Because the platform evolved continuously throughout development, training materials required constant iteration to remain aligned with production releases. Working closely with stakeholders, technical teams, and managing an instructional design contractor, I transformed a traditional training approach into a modern digital performance support ecosystem, creating role-specific Articulate RISES guides, job aids, and sandbox workbooks that enabled successful user adoption and operational efficiency utilizing Mars Veterinary Health branding guidelines.

In addition to supporting the core platform implementation, I designed and developed instructional videos for the new mobile iPad practice management system experience, including an anesthesia module that was enthusiastically embraced by doctors and veterinary technicians. These resources provided just-in-time learning and reinforced key workflows within the clinical environment.

The examples below showcase the Articulate RISE guides and performance support solutions developed to support this large-scale transformation initiative and the organization's commitment to continuous learning.

Gainwell Technologies

During my short time at Gainwell Technologies, I was the first member of the Change Management Team as their Leader, reporting to the Vice President. My main contribution during my tenure was the development of a change management methodology which has been used to define the strategy and components of change initiatives moving forward for state software implementations, along with building a team of analysts. I also built a strong team of change analysts to assist in a state-wide implementation of the Medicaid software platform.

Click here to view the presentation of the original change management methodology I created and implemented at Gainwell.

PPD

The majority of solutions designed during my time at PPD as the Principal Optimization Specialist leading change management initiatives are confidential and proprietary.

As part of the PPD Process Optimization and Change Management Team, I designed training solutions to support the execution of initiatives and reinforce change adoption. PPD Translates is one of the largest projects I led change efforts for and impacted departments across multiple functions and a variety of global associates. As part of my solution, I created a Manager Toolkit that identified key messages for leaders to share with their teams, with handouts or presentations, and a schedule for delivering these messages. Part of my role was to partner with Communications to craft multiple newsletter articles and announcements which incorporated change strategies and messaging. I also assisted with creating the internal SharePoint site and providing an animated GIF that was used not only for online marketing, but also for Town Halls.

Additionally, I led the design and development of a Change Management Solutions PowerApp that provided a scalable, self-service approach to change planning. Using a weighted complexity assessment, the application guided users to the appropriate level of change support and dynamically delivered curated toolkits tailored to their needs. The solution equipped both novice and experienced change practitioners with the resources, templates, and guidance necessary to effectively manage and sustain organizational change.

I was also co-lead of the Multimedia Team where we partnered with our internal business partners to create appropriate multimedia solutions for initiatives. As the request for video intensified, we could not be present to help with filming due to the company's remote and international culture.

Click here to view a job aid that was instrumental in helping employees successfully prepare for and record personal videos used in training solutions and communications.

TIAA

During my tenure at TIAA, I had the pleasure of acting in several roles: Instructional Designer, Lead Performance Consultant, Senior Learning Consultant, and Learning Manager. All of the solutions I created are confidential and proprietary.

As Learning Manager, I led a team of instructional designers and consultants responsible for developing a comprehensive blended learning strategy for the Client Solutions & Digital organization, which unified eight previously independent business units under a single umbrella impacting over 4000 employees. Partnering with stakeholders and vendors, I drove the analysis of foundational product and service knowledge needs and implemented adaptive learning paths that supported employees throughout their development journey, from onboarding to advanced proficiency.

In addition, I spearheaded the design of an end-to-end coaching and certification program that leveraged top performers as peer coaches and trainers. The program incorporated customized training manuals, coaching workshops, job aids, and collaborative learning capabilities within Cornerstone LMS to build organizational capability, reinforce performance, and foster a culture of continuous learning and knowledge sharing.

I designed and developed several online, instructor-led, print-based, and blended learning solutions using tools such as Articulate Storyline, Adobe Captivate, Camtasia, Adobe Fireworks, and voice editing software. I am happy to speak to any of these projects in detail to discuss my analysis, learning strategy approach, execution, and measurable outcomes.

Some of the projects I designed and developed, and the tools used to created include:

An interactive tutorial on the SDLC process using Articulate Storyline and Adobe Captivate for video and narration, utilizing Adobe Fireworks to create an engaging comic book-esque look and feel that received a 92% completion rate for internal and contract workers, courtesy of leadership support, and a 4.4 learner satisfactory rating
Outer space-themed interactive eGames focusing on how to identify appropriate trade dates using Adobe Captivate
Tutorials on a variety of products using Lectora and Articulate Storyline
A blended learning approach to support Wealth Management Advisors on the new Advice offering
An interactive tutorial and simulation, combined with classroom training including scenario-based learning, on a new Siebel interface using a Lectora wrapper and Adobe Captivate for simulations and narration, utilizing Adobe Fireworks for image editing

Technology & System Skills