Technology transformation measured in resilience, scale, and service
Six employer-facing outcomes across healthcare, regulated financial services, federal technology, Microsoft cloud modernization, and SaaS delivery. Employer names remain anonymous; approved scope and metrics are preserved.
Built the strategy, standards, infrastructure, service model, vendor accountability, and team required for reliable multi-site clinical operations.
10+Clinical locations
CEO, CFO, board, ownersExecutive partnership
Approximately 1-5Typical ticket carryover
Challenge
A growing physician-owned specialty healthcare organization had fragmented infrastructure, inconsistent connectivity, weak vendor accountability, limited documentation, and technology operating too close to critical clinical workflows.
Leadership Approach
Partnered with the CEO, CFO, executive team, physician-owner IT Committee, board, Operations, vendors, and technical staff. Moved server infrastructure to a resilient data-center and hybrid model; standardized MPLS and multi-site WAN connectivity, VLANs, subnets, remote access, telephony, support, documentation, project governance, and acquired-location integration.
Outcome
Established a resilient multi-site operating model and co-led a controlled legacy-to-commercial EMR transition with joint IT/Operations acceptance and no reported post-go-live data issues.
Healthcare IT
MPLS / Multi-Site WAN
Citrix
EMR Migration
Vendor Governance
Service Management
Healthcare IT Organization and Workflow Modernization
Multi-Site Healthcare Group (2012–2015)
Scaled a 24/7 healthcare technology organization, strengthened service maturity, and replaced a shared procurement workbook with a governed platform.
Approximately $4.3MAnnual technology plan
20+ through 3 supervisorsEmployees led
Approximately 80% → 97%Infrastructure availability
Challenge
A multi-site healthcare group needed stronger operational accountability, more reliable infrastructure, a disciplined technology plan, and better governance over procurement and thousands of assets.
Leadership Approach
Partnered with the CIO, led more than 20 employees through three supervisors, executed an approximately $4.3M annual technology plan within approved allocations, standardized service, security, refresh, procurement, and vendor practices, and led development of an AD-authenticated role-based asset/procurement platform.
Outcome
Improved infrastructure availability from approximately 80% to 97%, established a more accountable service model, and replaced a sprawling shared workbook with structured, searchable, role-governed operations.
Healthcare Operations
Financial Planning
Service Management
Active Directory
SQL
Asset Governance
Regulated Financial Services Resilience and Governance
Regional Financial Institution (2018–2019)
Strengthened resilience, formal governance, audit remediation, cybersecurity controls, disaster recovery, and lifecycle accountability in a federally regulated financial institution.
Active-active dual siteDatacenter model
33% annuallyMobile cost reduction
Formal weekly change reviewGovernance
Challenge
The organization needed stronger operational governance, dual-site resilience, defensible audit evidence, repeatable disaster-recovery validation, and security improvements across infrastructure and endpoints.
Leadership Approach
Led infrastructure and support functions, formal weekly change management, dual-datacenter resilience, disaster-recovery testing, failover validation, audit remediation, and implementation of DefenseStorm, HyTrust, and McAfee controls with appropriate vendor and team attribution.
Outcome
Improved the institution’s resilience and audit posture while validating failover readiness and reducing annual mobile costs by 33%.
GLBA-Aligned Controls
Disaster Recovery
DefenseStorm
HyTrust
McAfee
VMware
Cisco
Federal Endpoint Migration
Federal Endpoint Migration Program (2020–2021)
Directed a nationwide federal transition of 14,000 workstations and 2,500 printers with distributed engineering teams and standardized execution.
14,000Workstations
2,500Printers
98%Success rate
Challenge
A large federal program needed consistent readiness, staffing, risk management, site coordination, and quality across multi-month transition cycles.
Leadership Approach
Served as Chief Engineer / Site Migration Lead, directed teams of up to 12 engineers, aligned federal and site stakeholders, managed escalations, and standardized automation and delivery processes.
Outcome
Migrated 14,000 workstations and 2,500 printers at a 98% success rate while improving field consistency and reducing manual effort.
Program Delivery
PowerShell
Active Directory
Group Policy
VMware
Cisco
Agile / Scrum
Microsoft Cloud and Digital Workplace Modernization
Advisory and Technology Operations Leadership
Guided organizations from fragmented infrastructure, identity, data-sharing, and collaboration patterns to governed Microsoft cloud operating models.
Approximately 15 yearsSharePoint experience
Assessment through adoptionDelivery model
FERPA-informed where applicableControls
Challenge
Organizations needed secure sharing, identity, endpoint, collaboration, and data practices that users could adopt without creating new operational fragility.
Leadership Approach
Led assessments, roadmaps, solution design, migrations, governance, delegated administration, documentation, training, and transition across Microsoft 365, Azure, Entra ID, SharePoint, Teams, OneDrive, Intune, Defender, and related SaaS platforms.
Outcome
Delivered practical modernization patterns that simplified operations, strengthened security and governance, and gave internal teams sustainable ownership.
Microsoft 365
Azure
Entra ID
SharePoint
Teams
OneDrive
Intune
Defender
Dental SaaS Delivery Platform Modernization
Dental SaaS Platform (2021–2023)
Modernized a healthcare software delivery platform with cloud-native deployment, automated testing, release validation, and repeatable production-readiness practices.
-40%Deployment time
-30%Infrastructure cost
3-5 days → approximately 4 hoursOnboarding time
Challenge
Manual deployment and quality practices were slowing releases, increasing infrastructure cost, and making developer onboarding unpredictable.
Leadership Approach
Partnered with engineering and business leaders to move workloads to Amazon EKS, rebuild CI/CD, automate testing and release validation, and standardize developer environments.
Outcome
Reduced deployment time 40%, infrastructure cost 30%, and new-developer environment setup from three to five days to approximately four hours.
AWS EKS
CodePipeline
Docker
Bitbucket
Node.js
TypeScript
Puppeteer
Playwright
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