Enterprise program case studies

Enterprise programs, responsibilities and results.

Explore platform delivery, analytics and ERP readiness, with a brief overview of my current reporting responsibilities and personal projects developed with Codex.

9+ yearsleading enterprise systems and data programs, with particular depth in utilities and regulated environments

01. LinkedIn · Sales Solutions Learning Center

A new Learning Center. Six weeks to launch.

Technical Program Manager, Customer Education Platform

LinkedIn · February 2020 to August 2022

I led a 10-person cross-functional squad through the Skilljar MVP launch and migration, avoiding more than $300K in vendor-extension costs. I then continued to own the roadmap and operations of the Sales Solutions Learning Center, serving 70K+ users.

A deadline with consequences

LinkedIn Sales Solutions delivered learning content, webinars and workshops through several systems. Bringing that experience into one Learning Center required a migration within six weeks. Missing the window would have required a vendor extension costing more than $300K.

A working launch also had to become a platform people could use and maintain. Content managers and administrators needed to manage routine work, while the platform needed ongoing releases, integrations, upgrades and incident response.

Make the delivery choices explicit

I owned the roadmap, implementation and migration. Working with stakeholders, I helped shape the product design and the way content would be organized for desktop and mobile. I translated requirements into delivery work, adjusted scope when necessary, and sought additional people to support the work.

The squad brought together UX, Engineering and Customer Success. I coordinated dependencies across those teams and worked with Product and Skilljar through implementation and migration. Technical and design delivery depended on those specialist partners; my responsibility was to connect the requirements, scope and people needed to deliver.

Work through the technical dependencies

One responsibility within the wider program was coordinating an authentication integration issue. An engineering-built integration was not collecting the expected data. I worked with internal and vendor engineering to coordinate its resolution, connecting the business requirements with the teams responsible for the technical work.

Give administrators control after launch

I continued to own the platform roadmap and operations. I introduced role-based workflows and administrator self-service tools, supported by documentation and training. My documentation covered uploading content, tagging resources, activating users, modifying permission sets, and making HTML/JSON and theming changes.

These changes gave content managers and administrators more control over routine work and helped reduce content-management effort by about 40%. I also added advanced search and filtering, expanded the platform into seven languages, and managed integrations and upgrades. Incident-response and release playbooks helped sustain 99.9% uptime.

Outcomes

  • The squad launched the MVP and completed the migration in six weeks, avoiding more than $300K in vendor-extension costs.
  • The Sales Solutions Learning Center served 70K+ users and expanded into seven languages.
  • Role-based workflows, self-service tools, documentation and training helped reduce content-management effort by about 40%.
  • Incident-response and release playbooks helped sustain 99.9% uptime.

The launch deadline and the work after it called for different kinds of attention: clear delivery choices across teams, then practical ways for people to operate what we had delivered. I owned the program across both.

Discuss a platform program

02. PG&E Corporate Security analytics

Existing reports. Unanswered questions.

Program Manager, Data & Analytics

PG&E · December 2023 to March 2025

I led PG&E Corporate Security's analytics roadmap and backlog, connecting leadership's planning questions to analytical work. The broader program informed about $10M in annual prioritization and investment decisions.

Reporting did not answer every question

Corporate Security produced substantial recurring reporting. Leaders also needed analysis to support funding, resource allocation and investment choices: how activity might change, where to focus resources and how to evaluate security measures.

Existing reports did not answer all of those planning questions. The program needed to establish what recurring reporting already covered and where new analysis was needed, then clarify the underlying data requirements.

Establish what the reports actually cover

I reviewed 20 recurring reports across daily, weekly and monthly cadences, documenting their owners, sources, audiences, formats and schedules. The inventory made the reporting landscape visible and exposed overlap.

That review helped distinguish recurring report production from questions requiring new analysis. Leaders' needs around financial planning, resource allocation and investment choices gave the work its direction. The distinction informed priorities for KPI definitions, forecasting and system-integration planning.

Turn the questions into a roadmap

I set priorities with security leaders and data owners and translated business questions into analytical requirements. I led the roadmap and backlog across forecasting, service-center analysis, KPI and dashboard design, reporting, data quality and integration planning.

My role was to connect the decisions leaders needed to make with the requirements and dependencies of the analytical work. That meant coordinating business and technical teams while keeping data-quality and integration needs in the program's priorities.

Keep responsibility clear

Security leaders and data owners worked with me on priorities and requirements. Technical specialists carried out the analysis and model development. In one forecasting workstream, the technical team produced 54 models in Palantir Foundry across 18 site types and three activity categories.

I led the program, priorities and cross-functional coordination. The approximately $10M figure describes the annual investment and prioritization decisions informed by the broader program.

Outcomes

  • The broader program informed about $10M in annual prioritization and investment decisions.
  • The review of 20 recurring reports exposed overlap and clarified where existing reporting needed to be complemented by new analysis.
  • The technical team produced 54 models in one forecasting workstream across 18 site types and three activity categories.

Understanding the questions was part of the delivery work. Reviewing existing reports helped me define where the program needed new analysis and connect those priorities to the people who could develop it.

Discuss an enterprise program

03. PG&E regulated reporting, current role

Leading PG&E's New Business Energization reporting under SB 410 and AB 50.

Senior Program Manager, New Business Energization & Regulatory Reporting

The work requires operations, analytics, regulatory, Legal, and reporting teams to agree on the data and resolve filing issues.

Current responsibilities

I lead SB 410 and AB 50 reporting across Operations, Analytics, Regulatory, Legal and Reporting, establishing acceptance criteria, quality controls and remediation ownership. I raise filing risks and blocked dependencies early enough for leaders to act.

04. ERP modernization at Chelan County PUD and DENSO

Led ERP work before selection at Chelan and before launch at DENSO.

At Chelan, I led Finance and Procurement discovery and helped prepare vendor evaluation. At DENSO, I led Oracle EBS training, UAT support, and launch readiness.

Chelan County PUD

Led Finance and Procurement discovery and produced 25+ current-state process maps. I coordinated BA workloads, discovery sessions and stakeholder feedback, helped develop vendor-evaluation instruments, and clarified requirements and ownership for demonstration readiness.

Read the ERP discovery story

DENSO

Led training and readiness for Oracle EBS Order Management. I produced 350+ training slides, trained 60+ users, and coordinated DENSO experts with IBM through UAT and launch preparation.

Outcomes

Chelan discovery produced documented processes, requirements and decisions, with contributions to vendor-evaluation materials. DENSO had role-based guidance, tracked issues, and trained users ahead of launch.

05. Personal projects

Personal projects with Codex.

I use Codex to build tools for my own job search and document review. I set the requirements, guide development and check the results.

Personal Job-Search Workflow

Organizes my job-search follow-through using connected email and profile sources. I defined what qualifies as an opportunity, how to count progress and when outreach needs my review. Built with Codex and existing platform features, it keeps dated records so recurring reviews can identify stale or incomplete information.

Focus: Product requirements, workflow automation and data quality.

Document Intake and Review Prototype

Processes scanned documents for review, checking for duplicates while keeping original files and earlier outputs. I set the scope and local-scanning priorities, then directed development with Codex using Python, SQLite and Apple Vision OCR. Document analysis is supplied separately.

Evaluation: All 19 existing offline tests passed when rerun with Codex. They check processing controls and failure handling with synthetic inputs and simulated OCR.

Focus: Product requirements, workflow automation and document processing.

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