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Brotbeck
SENIOR CONSULTING EXECUTIVE, PROCESS EXCELLENCE
A senior business and technology executive with more than twenty-five years of experience in planning and
leading global, complex, enterprise-wide business and technology transformation initiatives. Expertise includes
enterprise transformation planning, business process re-engineering, business/technology governance (GRC) and
metrics, business process architecture, and organizational performance improvement based on lean/six sigma
application of multiple best practice models. Experience as a former C-level executive provides the credibility to
form strategic, trusted advisor client relationships with CxOs, leading to continual improvement in organizational
performance.
CORE COMPETENCIES
INDUSTRY EXPERIENCE
Insurance Healthcare Information / Media Pharmaceutical Utilities Federal / State Government Agencies DoD
Aerospace Banking / Financial Services Transportation Manufacturing Product Development & Management
Automotive
CAREER EXPERIENCE
PRINCIPAL CONSULTANT, PROCESS EXCELLENCE, 2014-Present
INDEPENDENT CONTRACTOR
Specializing in the management, planning and implementation of business and technology major transformation
initiatives. Services include:
Program/project management.
Process assessment, management, QA and improvement.
PMO assessment, improvement, design/implementation.
Measurement program assessment, improvement, design/implementation.
OPEX/CAPEX optimization.
OCM, and
Organizational performance improvement.
SENIOR DIRECTOR, GLOBAL CONSULTING LEAD, PRODUCT DEVELOPMENT BEST PRACTICES GROUP, 2013-2014
SYMPHONY TELECA
Responsible for Client Engagement Management (P/L) and global practice development. Worked with the
client's Global PMO to provide program management of a geographically distributed team in a multi-million
dollar engagement to assess, envision, develop and deploy software development best practices, develop lean,
process architecture. (CMMI, COBIT, PMBoK, PMI Standard for Portfolio Management, IT BPM.)
Built trusted advisor relationships with global CIO and direct reports.
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Pre-sales: prepared and priced consulting services proposals and SOWs, developed and delivered client
presentations to CxO level management.
Client Revenue Growth: identified and proposed client revenue expansion opportunities within existing
clients.
Financial Modeling: developed business cases, ROI, and TCO analysis models, OPEX/CAPEX optimization
modeling.
Program Management: planned engagements, managed engagement P/L, risks/issues, and resources,
reported status, developed trusted advisor relationships with client senior management, and assured
quality of engagement deliverables.
Consulting Practice Development: developed intellectual property for consulting services in the areas of
organizational performance improvement, process governance, PMO assessment and deployment,
measurement and GRC program design and implementation, IT support of corporate mergers and
acquisitions (CMMI, COBIT, ITIL, PMBoK, PMI Standard for Portfolio Management, ISO 15939, TMM).
Organizational Change Management: using ADKAR change management model, worked with clients to
design and implement organizational change, assessed organizational change readiness, identified potential
resistance factors and designed management approaches, developed messaging for communications,
coached and mentored key stakeholders.
VICE PRESIDENT, CONSULTING OPERATIONS / PRINCIPAL CONSULTANT, ALM PROCESS EXCELLENCE, 1997-2007
BORLAND SOFTWARE CORPORATION (TERAQUEST METRICS, 1997-2005)
Engagement management and delivery of consulting advisory services based on process best practices.
Key Capabilities:
Pre-sales: sales seminar delivery (Requirements Based Testing), SOW preparation and pricing, executive
briefings (business value of process improvement).
Account Management: farming for increased scope of services/revenues, client expectations and
satisfaction management, client risk/issue management.
Process Improvement Lead: initiative strategy formulation and thought leadership, business case
development, corporate initiative road map and program plan development and team coaching, executive
mentoring, process architecture, design and implementation, pilot project planning, team mentoring,
integration with other initiatives (CMMI, PMO, COBIT, ITIL, ISO, TMM), risk/issue management, facilitated
development of team deliverables.
Process Governance and Metrics: development of metrics plans, design and lead metrics program
deployment, encompassing process-specific to enterprise BSC (using PSM/ISO 150939), development and
delivery of metrics workshops and seminars.
Organizational Change Management: worked with clients to design and implement organizational change,
assess organizational change readiness, identify potential resistance factors and design management
approaches, develop messaging for communications, coach and mentor key stakeholders.
Process Advocacy: development and delivery of presentations for PMI Chapters and Software Process
Improvement Network chapters, SEPG Conference tutorial.
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Process Assessment: CMMI SCAMPI Class A and C Appraisal Team Member, designed and delivered custombuilt assessments of PMOs, metrics programs, QA programs, process compliance assessment based on
world-class and trade-specific reference models.
Executive Management: responsible for consulting operations, with KPIs in client satisfaction, services and
deliverables quality, consultant turnover, and engagement P&L.
Previous positions:
Manager, Information Technology Systems (ITS) Software Quality Assurance, JM Family Enterprises, Inc., 1995-1997
Vice President and Engagement Manager, Information Technology Services, Professional Management Institute, 19881995 Director, Systems and Operations, ADDAMAX Corporation, 1987-1988 VP / CIO, Information Systems, Colwell
Systems Incorporated, 1985-1987 Group Software Manager, Digital Equipment Corporation, 1981-1985 Systems
Software Sustaining Manager, Harris Computer Systems, 1980-1981 Software Engineering Supervisor, General
Dynamics, 1978-1980 Programmer/Analyst, Edison Community College, 1976-1978 Staff Member, Los Alamos
National Laboratory, 1969-1976
TECHNICAL PROFICIENCY
Industry Reference Models and Standards
Software Capability Maturity Model Capability Maturity Model Integration Testing Maturity Model
Practical Software and Systems Metrics (ISO 15939) ISO 9000 PMI PMBok COBIT ITIL
Six Sigma IEEE Software Standards PMI Standard for Portfolio Management
ADKAR Organizational Change Management Model
http://www.linkedin.com/in/spiwizard
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