Bill K.

• Define overall technology and architectural roadmap • Modernize key enterprise platforms: ERP, Warehouse Management and eCommerce • Implement a current day data hub and integration platform support digital transformation initiative • Transform technology organization to adopt Agile Software and Product Management practices • Partner with private equity investors to ensure technology roadmap is aligned to the investment thesis • Responsible for annual operating and capital budgets for purchasing, staffing and operations • Refresh technology standards and practices in order to align to current best practices • Oversee IT infrastructure and help desk operations • Oversee all system design and changes in system architecture, including consolidation and modernization of technology platforms • Collaborate with Marketing, Business Development and Operations to define and deliver new products and enhancements

Leading our Product and Engineering organizations as we continue to deliver ecommerce successes to our clients by bringing uniquely both Fulfillment and Marketplace capabilities together to generate insights, enable growth and capture cost-savings. In addition to running Product, took over the management of the engineering team to improve execution, software quality, improve talent management, and lead the team through workforce reductions. Worked with leadership to pivot product roadmap, define and launch new SaaS products. Establish updated practices working with C-Suite and Senior VPs to improve product alignment across leadership, greater partnership with marketing team and operational teams to support product/service launches. Partnering with CTO and engineering leads to improve software delivery by further adoption of Scrum practices, reduction in software bugs with a greater focus on quality, establish new in-take procedures and continuing to foster improved adherence to architectural and engineering best practices. Partnered with head of sales team to establish product and sales engagement model and enablement practices. Establishing talent management practices including OKR/cascading objectives and behavioral matrixes to evaluate talent.

Establish a new Product organization and associated practices to our Fulfillment (3pl), Ad-Tech (Amazon & Walmart marketplace) and enterprise functions (Finance) and create a innovative roadmap for both our clients and investors. Partner with the various departments (Client Success, Marketplace, Finance, Fulfillment, Marketing and Sales) to define, inform, execute and deliver on an enterprise product roadmap. Formalize the external Client Experience through creation of a dedicated UX / delivery team, formalizing the engagement model with external clients, implement self-help platform (Pendo), and new processes with the Customer Success, Marketing and Sales organizations. Partner with CTO and VP of Engineering to identify and align the product areas to the architectural/engineering roadmap. Work with the organizational leaders on change management activities: organizational realignments, Agile transformations, and evolving practices around strategy and execution management. Responsible for staff management, including recruitment, performance measurement and career development. Responsible for platform/vendor management, including define and execution of contrtacts, delivery oversight, resource management, budgets, and product road maps. Working with infrastructure teams to ensure platforms are enabled for automated deployments, proper monitoring, vendor health checks, and platforms are scale for multiple lines of business.

Product manager for a product portfolio consisting of web-based applications delivering invoice and billing to external customers, a financial data integration layer, revenue customer and account master and payment processing. Partner with business and technology stakeholders to define and oversee product roadmaps, engineering plans, communications and release management. Responsible for leading a vendor evaluation to identify a new cloud based billing platform to support over 15 revenue streams in support of over $1billion in revenue, including the estimation of the total cost to implement and operate. Partner with the program manager to transform two scrum teams to use the Scaled Agile Framework (SAFE). Working with architecture in ensuring functional requirements are properly translated and development teams are delivering based on program commitments. Responsible for the grooming of the program backlog, documenting acceptance criteria, milestones and partnering with delivery teams in refinement of features into stories. Participating in Product Practice Leadership in defining and implementing updated best practice for product staff and improving talent management processes including redefining job roles and behavioural/competency models.

Partner with enterprise architecture and organizational leaders to pivot a $7 million project to replatform 2,000+ Business Object reports to a more modernized architecture and approach to support self-service data discovery, greater interactive visualizations, and implement a foundation to support machine learning for next-generation big data capabilities. As an technology product manager, defining a business intelligence strategy and project engagement models to define, enable and delivery of data insights and automation solutions for operational teams and data consumers.   Working with Enterprise Risk team(s) to evolve and align end user compute (EUC) policy with business intelligence platforms Define engagement model with business units, including in-take process, resource allocation model, and communicating project execution.   Managing team(s), using MicroStrategy, Spotfire, and Business Objects, delivering reporting and dashboards to various business constituents: operations staff, compliance, client reporting, and front-office staff. Ensure architecture alignment between the business intelligence platforms, API/services architecture, and data mart team(s), including performance testing, continuous development/integration, and test automation. Participating in change management activities:  organizational realignments, Agile transformations, and defining strategy and execution plans. Responsible for staff management, including recruitment, performance measurement and career development. Responsible for platform/vendor management, including define and execute statements of work, delivery oversight, resource management, budgets, and product road maps. Working with infrastructure teams to ensure platforms are enabled for automated deployments, proper monitoring, vendor health checks, and platforms are scale for multiple lines of business.

Accountable for leading and implementing an architecture team as part of a 100+ development organization in order to define a target technical and data architecture, strategy to implement target state, define a practical governance framework, foster organizational adoption of best practices, capture development reuse, and partner with enterprise data organization to implement a common taxonomy and ontology metadata application and supporting workflow. Managed a team of senior associates in charge of technology governance, infrastructure purchases, platform implementations, and defining and building a new metadata repository to support a common services oriented architecture. Created architectural governance for application, shared services, database, and business intelligence/reporting areas. Partnered with Enterprise team(s) to define a Unified Investments Data Strategy and corresponding target architecture. Managed development team, using Scrum principles, in implementing a common metadata driven Java based middle-tier architecture, leveraging an object oriented data model for data caching and data querying. Lead development of an Investments metadata application to house business glossary, taxonomy and ontology information. Stewarded the implementation of Qlik Business Intelligence platform for Investments to replace legacy reporting platforms. Participated in key working groups to define Total Cost of Ownership model, a centralized application inventory, and enterprise business capability model.

Lead development organization of 25+ individuals to support the Fixed Income organization to improve institutional client reporting in order to grow assets under management through creation of internal quantitative risk and attribution development capabilities, improved analytic data management and infrastructure, grow decision support capabilities through vendor evaluations, implementing new BI platform, improved development time to market for development of new .NET screening applications, and partnering with operational organization to define and implement new data strategy program. Oversaw design, development, and support of the following solutions: – Quantitative models for attribution and risk analysis for internal staff and external institutional clients. – Primary Fixed Income report platform supporting global portfolio management decision support needs, including benchmark analysis, portfolio exposures, trade reports, analyst coverage, etc. – Decision support applications providing relative value dashboards, scenario analysis, and various screening tools. – Modernized portfolio modeling process with a new trade modeling application/workflow for all global offices. – Implemented a modernized broker approval workflow, leveraging IBM BlueWorks platform. Managed team that provided both technical and data operational support for key 3rd party platforms: Barclays Point and Citi YieldBook. Worked with high level stakeholders to define programs of work to improve master data management capabilities to support global growth by assisting with requirement sessions, communication to senior stakeholders, defining and managing a multi-year technology roadmap, and mapping deliverables to key business capabilities.

The lead developer to extend the object-oriented platform used for Equity portfolio management to support the global needs of the Fixed Income division. Defined and built out new development team to support the Fixed Income division. Learned all aspects of Fixed Income investment process: portfolio management, fundamental research, quantitative analysis and modeling, and trade execution. Learned international portfolio business functions and data required to support the investment processes. Implemented and supported 3rd party platforms, Lehman Bros. PC Product, Citigroup YieldBook, and Barclays POINT, to generate key bond analytics needed to further improve quality of data for investment decision making process. Member of implementation team that delivered an Equity investment decision support system for T. Rowe Price’s International subsidiary. Responsibilities included development and implementation of an object oriented database to be deployed via the web, 24/7 on call duties, data analysis, and act as project lead for the new system.

Member of development team, that defined, developed, and supported a data warehouse on an IBM DB2 mainframe platform to support the retail marketing function. Technical lead to support the marketing group’s use of the Information Advantage OLAP product. Provided customized training for the Information Advantage to the retail staff and development organizations. Team responsibilities included business requirements, development and production support of the data warehouse. Support and administration of the Information Advantage OLAP product. Monitor usage and access to the data warehouse, coordinate the support across the various production groups at T. Rowe Price, and act as team lead for validation of legacy reporting and data storage systems. Participated in the full software life cycle development; user requirement analysis, data analysis using SAS, data modeling, debugging and testing software, documentation, user acceptance testing, and production support.