SaaS Implementation & Onboarding
Discovery, requirements, configuration, testing, readiness, go-live and customer adoption.
I help customers transform technology investments into working solutions.
Sepcialization: Implementation Consulting · Professional Services · Customer Success · Solutions Consulting
Senior implementation and professional services consultant with a long track record of leading complex SaaS and enterprise technology deployments from discovery through go-live and adoption. Extensive verifiable experience helping customers move from “we bought the technology” to their goal of “we’re successfully using it and achieving our ROI expectations.”
The hardest part of an implementation is rarely just configuring the software. It is understanding what the customer is trying to accomplish, translating that into a workable solution, and keeping everyone moving when the details get complicated.
That has been the common thread throughout my career. I have worked with customer executives, business teams, engineers, vendors, project teams and technical specialists to turn requirements into solutions, resolve issues, manage dependencies and get customers ready for production.
My background spans SaaS, enterprise technology, managed services, cybersecurity, compliance, payroll, ATS platforms, integrations, data migration and customer enablement.
I bring together the customer-facing, technical and delivery sides of an implementation.
Successful delivery is not simply about completing configuration. It means understanding the business outcome, identifying what could derail the project, keeping stakeholders aligned and helping the customer become confident using the solution.
Experience across the customer, technical and delivery sides of complex software and enterprise technology implementations.
Discovery, requirements, configuration, testing, readiness, go-live and customer adoption.
Customer-facing consulting, solution delivery, transformation and implementation ownership.
Complex deployments involving multiple stakeholders, technical workstreams, dependencies and vendors.
Helping customers understand new workflows, prepare teams and move successfully beyond go-live.
Bridging business requirements and technical execution across customer and internal teams.
Turning operational requirements into practical workflows and system configurations.
Supporting integrations and resolving gaps between standard product capabilities and customer requirements.
Data mapping, validation, migration coordination and identification of data-related implementation risks.
Understanding business processes and translating them into workable technology solutions.
Identifying blockers early, coordinating resources and keeping implementation priorities visible.
Preparing customer teams, workflows and technical environments for successful production launch.
Customer training, strategy sessions, documentation and knowledge transfer that support adoption.
More than two decades working across implementation, professional services, enterprise technology and customer delivery.
Led implementation and transformation engagements for 150+ global MSP clients, covering discovery, solution design, configuration, testing, integrations, training, risk management and operational readiness.
Delivered SaaS implementations and technology consulting engagements across different platforms and business environments, including payroll, ATS, data and process migrations, integrations and customer enablement.
Led discovery, solution design and enterprise technology implementations for major gloabl Fortune 100 organizations across multiple verticals, coordinating technical workstreams, risks, dependencies and customer teams.
Managed large-scale, multi-location technology implementations and software rollouts for organizations including Disney, Home Depot and Bank of America.
Own the path from discovery and requirements through configuration, testing, readiness and production.
Translate operational needs into practical solutions and keep the right people aligned.
Identify configuration gaps, integration issues, data problems, dependencies and technical blockers early.
Deliver training, documentation and guidance that move customers beyond go-live.
Implementation. Professional Services. Customer Success. Technical Consulting.
Remote preferred. Open to onsite/hybrid opportunities in Chicago, IL and Orlando, FL as well.
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