West Coast Strategic Account Developer (ECM)
Protiviti, April 2014 – Present

  • See Projects below for detail

InfoShare LLC, April 2009 – Present

  • Business Entity for independent projects and engagements

SharePoint Practice Manager
Caiman Consulting, July 2012 – July 2014

  • See Projects below for detail

Director of Consulting, February 2011 – August 2011

  • Created and managed the consulting division at a leading SharePoint Hosting company and closed $175,000 in new business
  • Completed 15 SharePoint upgrade projects and seven solution builds
  • Conducted a two day session at Fortune 500 company on SharePoint multi-tenancy

SharePoint Solutions Consultant
3Sharp, July 2008 – April 2009

  • Implemented a Discovery / Business Analysis methodology, processes and tools
  • Assisted with Office and SharePoint 2010 VP demos
  • Podcasting Kit for SharePoint Product Manager

SharePoint Hosted Platform Consultant
Avitiva Inc, April – July 2008
Program managed and executed multiple content management and publishing sites for Microsoft Partner Marketing teams, including:

  • SharePoint Deployment Planning Services
  • Public Sector Partner Site
  • Business Productivity Online Suite Partner (BPOS) Site

Senior Consultant, SharePoint Subject Matter Expert
Hitachi Consulting, June 2005 – April 2008

  • Consulted primarily at Microsoft; executed Marketing and SharePoint projects
  • Developed Hitachi’s national SharePoint sales and execution framework


SharePoint Program Manager and Subject Matter Expert
Microsoft, December 2012 – July 2014

  • Program Manager for the migration of 28,000 site collections from SharePoint 2010 to SharePoint Online
  • Designed as services model for delivering SharePoint Solutions

Enterprise Content Management Strategy Consultant
Group Health Cooperative, July – October 2012

  • Designed a three year Enterprise Content Management Strategy and roadmap for the largest vertically integrated health care system in the United States
  • Conducted a financial analysis and process evaluation to inform the strategy

SharePoint Project Manager and Subject Matter Expert
Private Estate Management Company located in the Pacific NW, April – October 2012

  • Facilitated a team of seven people to upgrade SharePoint from 2007 to 2010
  • Managed a budget of $175,000, including SOWs and change requests
  • Presented best practices, restructured permissions and advised on upgrade approach

Enterprise Portal
Coca Cola Bottling, January – March 2012

  • Designed and Developed a national intranet portal for all employees
  • Facilitated meetings with executive leadership and division managers
  • Advised on SharePoint best practices and executed portal configuration

Business Collaboration Consultant
Nintendo of America, April 2010 – February 2011

  • Provided SharePoint solution creation and support to business units
  • Managed a pilot of SharePoint 2010 with NewsGator Social Sites
  • Developed a policy change management system with legal auditing
  • Designed a system to manage new game proposal processing

Enterprise Content Management (2010) Bill of Materials
SharePoint Product Group, Microsoft, March – June 2010

  • Reviewed ECM materials from other work groups to ensure accuracy
  • Authored content for the Microsoft SharePoint website and datasheet
  • Refined PowerPoint decks and feature messaging

SharePoint Program Management System for Cross Group Projects
Department of Defense, January – March 2010

  • Designed and Developed a national PMO system for the Veterans Lifetime Electronic Record initiative
  • Gathered business requirements and preformed analysis
  • Facilitated meetings with executive leadership and project managers

Executive Information Management SharePoint Solution
EPG, Microsoft, December 2009 – September 2010

  • Worked with a VP and business manager to design a team information solution, which included SharePoint 2010 and SharePoint Workspace 2010
  • Created overall architecture, documentation and educated the group on 2010 features

Windows 7 Deployment Strategy PMO
Windows Commercial Marketing, Microsoft, September – December 2009

  • Assisted with the development of an executive level business case to accelerate Windows 7 deployment through a companywide strategy initiative
  • Directed the Project Management Office and coordinated seven work streams across four business groups

Office 2010 Feature Database
Office 2010 Team, Microsoft, January – April 2009

  • Designed the information architecture and process for tracking Office “14” and competitor feature offerings
  • Managed the team conducting the feature documentation and quality assurance

Information Management Solution
Windows Client BG, Microsoft, January – April 2009

  • Conducted stakeholder interviews and communicated SharePoint best practices and functionality
  • Designed and executed a holistic team information management solution which included SharePoint, Groove and Outlook

SharePoint Information and Workflow System
Caterpillar, October – December 2008

  • Facilitated and documented the business vision and requirements with included integration with an Independent Software Vendor solution
  • Created shared understanding with the client team, which had been using DB2 and were not familiar with SharePoint

MSDN / TechNet Workflow Management SharePoint Solution
MSDN / TechNet Magazine, Microsoft, August – September 2008

  • Created an InfoPath / SharePoint no-code solution to manage the magazine publication process and associated metadata
  • Integrated workflow with complex logic for notification of process actions

Enterprise Content Management Strategy Development
SharePoint Product Group, Microsoft, January – April 2008

  • Designed the framework to deliver the ECM sales model to worldwide sales teams, including account qualification model
  • Analyzed strengths and weaknesses of SharePoint versus competition and developed positioning statements
  • Managed proposal development, created overall project approach, and supported work stream as a SharePoint / ECM subject matter expert

Enterprise Content Management (2007) Positioning and Messaging Strategy
SharePoint Product Group, Microsoft, April – July 2007

  • Co-Authored whitepapers, battle cards, and presentation decks for document management, records management, web content management and workflow
  • Aligned SharePoint features and functionality with market positioning
  • Gathered feedback and buy in from Product and Program Management v-teams

Bachelor of Arts in Business, emphasis in Marketing and Management
University of Puget Sound, Tacoma WA, 2005

Fundraising Associate (pro bono), 2009 – 2012
ArtsFund, Seattle, WA

Managing Director (pro bono), 2006 – 2011
Decibel International Festival of Electronic Arts and New Media, Seattle, WA

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