Stephen is a Senior Engagement Manager of the Adaptive Insights professional services practice with 30+ years’ experience in technology and management consulting. Stephen is Adaptive certified. Specific areas include cloud and on-premises vertical solutions, emerging markets, project portfolio management, and M&A diligence/integration.
Most recently, Stephen led the IT / ERP assessment for a leading international organization across business strategy, organization and skills, technology architecture, and governance to help remediate underperformance in a critical program. Stephen led the planning to guide the critical transformation across sales, billing and servicing functions, agile delivery, and governance to modify the organizations’ operations internationally within a centralized business model.
Expertise: Stephen has successfully project-managed several domestic and international ERP / CRM / BI business and technology transformation projects, leading project teams on initiatives that require cross-functional collaboration, senior stakeholder and partner management, and business and technology alignment.
Prior Roles: Before joining Alight / Carlson, Stephen’s experience included:
- Director for Financial Services Monitor / Deloitte
- Director of Operations, Sales and Marketing
- Managing Director of a NetSuite Practice
- Senior Manager for Workday / Adaptive
Significant Projects: Stephen has worked on projects including American Express, AMEC, VIA International, AIG Systems Applications (United Kingdom & Ireland), Bank of America, Building Materials Holding Corps., Chicago Mercantile Exchange, Coca-Cola, Compassion International, La Quinta Hotels, Pfizer, PMI Comercio Internacional (Mexico City), Research Foundation CUNY, Rooms-to-Go, Workers Compensation (South Africa), Viacom, VIA International, and Vinculums Services, Inc.