SUMMARY
Shawn brings 20+ years of experience in Fortune 1000, SMB private, and startup companies. Adept at providing innovative solutions across all stages of the Enterprise Technology Transformation: Portfolio, Product, Program, and Process Strategy Execution, while reducing non-value-added costs (Muda) to meet customer needs. Evangelizing platforms that enrich the foundational digital footprint enabling SOA models increasing throughput, agility, scalability, and speed to market. Shawn is an ideal partner to advance Enterprise Strategic Operational Excellence. He is well-rooted in systems thinking, executive leadership with a globally diverse enterprise experience.
QUALIFICATIONS
Team Building, Team Management, Leadership, Personnel Management, Agile and Lean Methodologies, SAFe, SDLC, Value Stream Mapping, Roadmap Creation, Strategic Alignment, Enterprise Initiatives, Communication Plans, Vendor Management, Six Sigma, Lean DevOps., Lean MVP, Kanban, DMAIC, ITIL, Workflow Analysis, KPI, Value-Based Prioritization, Business Process Optimization, Continuous Improvement, Cycle Cost Analysis, Acquisitions, DMAIC, ITIL, Organizational Change, Portfolio, Product, Program, Project Management.
Simplifying Complexity: How the Four-Field Matrix Reshapes Thinking
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Shawn Carlson Enterprise Transformation Leader CV
1. SHAWN CARLSON
www.transparentchange.com
www.linkedin.com/in/shawncarl shawncarl@live.com
(816) 585-7779
Memphis TN
Enterprise Transformation Leader
SUMMARY
Shawn brings 20+ years of experience in Fortune 1000, SMB private, and startup companies. Adept at providing innovative solutions across
all stages of the Enterprise Technology Transformation: Portfolio, Product, Program, and Process Strategy Execution, while reducing non-
value-added costs (Muda) to meet customer needs. Evangelizing platforms that enrich the foundational digital footprint enabling SOA models
increasing throughput, agility, scalability, and speed to market. Shawn is an ideal partner to advance Enterprise Strategic Operational
Excellence. He is well-rooted in systems thinking, executive leadership with a globally diverse enterprise experience.
QUALIFICATIONS
Team Building, Team Management, Leadership, Personnel Management, Agile and Lean Methodologies, SAFe, SDLC, Value Stream
Mapping, Roadmap Creation, Strategic Alignment, Enterprise Initiatives, Communication Plans, Vendor Management, Six Sigma, Lean
DevOps., Lean MVP, Kanban, DMAIC, ITIL, Workflow Analysis, KPI, Value-Based Prioritization, Business Process Optimization, Continuous
Improvement, Cycle Cost Analysis, Acquisitions, DMAIC, ITIL, Organizational Change, Portfolio, Product, Program, Project Management.
WORK EXPERIENCE
ALSAC / St. Jude| Memphis, TN
AGILETRANSFORMATION &CHANGEENABLEMENTSCRUMMASTER|02/24/2020 âPresent
This position is a high-paced, unique, and exciting role at ALSAC, focusing on all aspects of delivery. Coach, mentor, and evangelize Agile
best practices across the organization. Coaching teams to plan, manage, and deliver capabilities and associated deliverables to support
organizational objectives. Reduce the risk of failure, maximize benefits, and minimize costs by coaching activities to maintain progress,
mutual interaction, and continuous improvement and delivery. Lead multiple cross-functional teams, coordinating across platforms and
coordinating project internal and external dependencies. Assist key stakeholders on roadmap definition, vendor deliverables, backlog
creation, project, and epic story breakdown for Programs, Projects, and Applications.
- Newly assigned Agile Coach for the internal support teams: Client Services and ServiceDesk. Goal to standardize workflows, provide gap analyses
and remediation recommendations.
- Established a new 'Donor Volunteer Engagement' team as their Agile Coach and Scrum Master. Creations of JIRA and Confluence projects helped
team interactions with the PMO and 3rd party vendors. Celebrated the delivery of a new Volunteer Management application and pipeline.
- Previously, Agile Coach and Scrum Master for multiple teams on three different platforms, leaving a distinct footprint while migrating across the
platforms. The teams' practices and processes became standardized to be easily defined and measurable.
- Established uniform methods and means of reporting team delivery metrics and creating, maintaining, and compiling all IT Teams' delivery reports
for senior leadership on a bi-weekly sprint cadence. This practice was future refined during Covid with the impact of WFH being mitigated. Provided
Key Driver Monthly report to CIO for all ALSAC Product, Operational, and Service teams, focusing on Commitment Ratio, Enhancement Ratio, and
(most recently) Average Story Points per Employee.
- With the push to engage with more external vendors, interactions have ranged from reviewing migration plans to knowledge transfers. Establishing
implementation standards as each is onboarded (OpenShift, Anypoint MuleSoft, SalesForce Lightning, Kafka, et al.).
TRANSPARENT CHANGE (Self-Employed) | Memphis, TN
ENTERPRISETECHNOLOGYTRANSFORMATION CONSULTANT| 03/2016 â 02/24/2020
Specializing in Complete Enterprise Transformation Journey: Portfolio | Product | Program | Process | Project. A Cross-functional leader;
delivering, planning, launching, and scaling products and enterprise solutions. Deeply-rooted Systems Thinking and Value-Based Decision
making. Mentoring innovative frameworks and methodologies. Goal: Permanent Career with an organization where there is a dynamic fit.
Highlighted Projects below: for additional contract positions and breakdown of each, see https://transparentchange.com/tc_blog.
ďź TEKSYSTEMS, MEMPHIS, TN | AGILE IMPLEMENTATION CONSULTANT |Coachingthe Donor & Transactions Platform at St. Jude ALSAC.
ďˇ Scrum Master and Agile Coach for: Donor Management Systems, Constituent Mastering, Batch Import Reconciliation Transactions, and the
Donor and Transactions Platform as a whole.
ďź TEKSYSTEMS, WICHITA, KS | ENTERPRISEPROGRAM MANAGER [CONSULTANT] | Digital Transformation Program.
ďˇ Kick-off SlaesForce Lightning Digital Optimization Program, Koch Ag & Energy Solutions (Requirements, Charter, & Strategic Alignment).
ďˇ SFL Object Optimization, ECM Records Migration, OracleÂŽ Process Manufacturing (OPM), BI Regulatory Logistics Reporting.
ďź PREMIER TECH, INC., MISSION, KS | SR. LEAD AGILEDEVELOPMENT COACH [CONSULTANT]| Scaled Agile Transformation.
ďˇ Develope Scaled Cross-functional Agile & Lean Practice for Authentication/Autorization & ReAct JS teams at Cox Automotive / VinSolutions.
ďź ADVANTAGE TECH, KANSAS CITY, MO | LEAN DEVOPS PROJECT MANAGER [CONSULTANT] | Lean DevOps Journey Begins.
ďˇ Establish Commerce Bank's first DevOps team based on Lean & ITIL methodologies for Continuous Workflow.
ďˇ CI Methodology Training, Establish New Cost Metrics, Implement Lean MVP in support of the Transform 360 Initiative.
2. LEXMARK ENTERPRISE SOFTWARE (Perceptive Software) | Lenexa, KS
HEALTHCAREâ˘PRINCIPALAGILEPORTFOLIORELEASEMANAGER| 03/2014 - 03/2016
On-boarded 3 healthcare company acquisitions to LES ($140M). Scaling Agile (SAFe) strategies for 9 teams with 36 products and solutions.
Healthcare Portfolio Roadmap: value prioritization, software release readiness, and resource requirements. SMS regulatory compliances as
SOP and advocated enterprise SOA. Facilitate marketing, support, and sales teams from inception to launch. Global visibility led to
recognition as a driver of Corporate Initiatives and Team Lead for Global R&D POC programs.
- ExecutiveSponsored Healthcare Initiative (CEO, CTO, Directors, ~50 Developers, 10 QA, 8 TW, 3 UX, 10 PDM, 4 Compliance).
- Maintain Executiveline-of-sight for the Healthcare Platform, Programs, and Portfolio of Products, ensuring the health of the Portfolio and Roadmap.
- The Agile Transformation included: New CTO, Product Director, Product Managers, and Product Strategy team(s). Trained and Coached: Agile,
Lean, Kanban, Scaled Agile, Rally/CA, MVP, 4DX, and Pragmatic Marketing Frameworks. Assigned as Agile Coaches for Platform.
- Agile Team Lead for Shared Pipeline (DevOps) facilitating SOP and ITIL for all current and future acquisitions.
- Managed cross-functional product initiative (ECM-VNA Convergence)to consolidate patient data, maintain HL7 & ISO compliance with CorePoint
B2B2C, and store ECM Documents in the VNA AccuStore. Managed Value Stream's visibility and accuracy.
- In 2015, six end-to-end Healthcare Web & Mobile products were launched, delivering $62M in global license revenue. Including the first MVP Mobile
E-Commerce application for Lexmark Healthcare.
- Global JIRA Confluence Administrator, JIVE Administrator, and Product Manager for ALM team, Change Management. Mentor title in 2016 with
leading Global POC for migration to TFS 2016 Visual ALM from Rally CA.
LEXMARK ENTERPRISE SOFTWARE (Perceptive Software) | Lenexa, KS
SENIORAGILETEAMLEAD| 09/2012 â 03/2014
Hired as a Subject Matter Expert to provide cross-functional leadership to 7 âPlatform Teamsâ as an Agile Team Lead. The teams consisted
of Authentication, Licensing, & Encryption, Database, Admin, Deployment, Enterprise Architecture, Globalization (Unicode & translations).
Coaching on Agile, Scrum, Lean, Kanban, and Continuous Improvement Methodologies. Architected new analytic reports for C-Suite during
DoD certification. Global Confluence Administrator and JIVE Administrator. Agile Lead for Build CoP, defining ITIL standards.
- Designed and implemented a Definition of Done (Done-Done) User Story acceptance for ExecutiveGlobal R&D best practice.
- Re-Defined Sprint Kickoffs including team(s) customer impact. Pioneering a Gamification for Agile Retrospectives. Trained new R&D employees on
Scaled Agile, Scrum, Kanban, Lean, RallyDev/CA & SAFe.
- Created customized dashboards in RallyDev/CA, TFS, Jenkins & HPQC -Enabling Real-Time transparency, visualization of capacity, velocity,
Throughput, and Work Status (5 Dev. Managers, 35 Developers, 5 QA, 4 Tech. Writers and 6 Product Managers).
HAYES SOFTWARESYSTEMS | Austin, TX
PRODUCT MANAGER,DIRECTOR | 08/2005 â 08/2012
Lead all customer-facing products as Product Development Manager (PDM), delivering Web SaaS and Mobile solutions to 90 of the top 100
Districts in Texas and 30 top 100 districts in the nation, serving over 7,000 schools. Established Customer feedback channels, allowing
value-added prioritization of Product Backlog(s). Paving the way for delivering stakeholder and customer operational excellence through
product vision, market research, competitive analysis, target markets, customer requirements, and roadmaps.
- Leveraging renewed customer collaboration, new-to-market TIPWeb-IT technology tracker, the establishment of first Mobile IOS and Android
solutions, along with B2B2C SIF integration, cornering market space.
- Orchestrated the evolution of flagship products: TIPWin, TIPWeb IM, and IT to a SaaS Web offering, allowing the pilot of a new Lean MVP E-
Commerce solution for online educational materials. Overthe tenure, annual license sales vaulted from $192K to $1.2M.
- Employed object-oriented and UMLmodeling for functional requirements; reduced engineering reliance on product management.
- Professional Agile Journey began within the late 90s at Austin Technology Council meetings. Lead the Agile Transformation Journey at HSS in
2005, with Rally CA on-site two-week training and mentoring program. Championed the Agile Mindset and Continuous Improvement at HSS and
Austin Tech Community as a Scrum Master, Coach, Mentor, and SME through 2012.
HAYES SOFTWARE SYSTEMS | Austin, TX
DIRECTORofOPERATIONS| 08/2010 - 08/2012
Leveraged business strategy to streamline BPM processes and capabilities, enabling technologies and governance objective alignment with
corporate organizational goals. Contracted engineering services, promoting corporate strategic initiatives and operational excellence.
- Completed business cases and cost analysis for CEO and executive management on various process improvement initiatives (i.e., VOIP, Hosted
Office 365, Communication Standards, SharePoint, and HR Requirements/Standards).
- Overthe two years, Integrated SugarCRM with Fonality VoIP, Exchange, Office 365 Beta, SharePoint, Google Drive, and Visual TFS using
Connect Bridge. Web-Enabled both internal and external channel funneling and documentation access.
HAYES SOFTWARE SYSTEMS | Austin, TX
VP of CUSTOMERRELATIONS| 08/1999 - 08/2006
Promoted to expand support and professional services, ensuring customer success. Standardized best practices, tools, training, and
governance - reducing risk, streamlining operations, and defining operational excellence. Customer Success, Service, and Engagement
together are how startups succeed.
- Coached and mentored staff on continuous improvement and customer success. Improved customer and employee satisfaction through scaling
feedback loops, earning the company name recognition for its support in the industry, maintaining a CSATscore in the 90th percentile.
- Sustained customer retention rates at 98% and grew maintenance revenue from $141.8K to $1.27M by expanding internal support staff and
establishing SLAs and SOWs. Staff participation in R&D's 'Right Brain Day' stimulated new thinking on old issues.
- Designed application training programs using consistent standards and materials, enabling programs replication by others.
- Developed external training, consulting, and quality assurance, increasing service profits by 146% (from $72.2K+ to $258K+) in five years.
3. EDUCATION and CERTIFICATIONS
Strayer University, Jack Welch Management Institute
Washington DC | 2016 - 2020 | ACBSP Accredited
Masters,ExecutiveBusinessAdministration
The University of Kansas
Lawrence KS | 1992 - 1995 | R1 Carnegie Classification
Bachelor's,Organizational Communications
Certifications- CSM & CSP Certified Scrum Master and Professional - PCM-III Pragmatic Marketing Certification Level 3 - SAFeCertification Scaled
Agile Framework - OCM Organizational Change Management
PUBLICATIONS and PRESENTATIONS
- Texas Association of School Business Officials articles on user software training, barcode technology, and warehouse mgmt.
- Delivered showcase presentations at the annual conference of the Instructional Materials Coordinators' Association of Texas.
- Presented at Austin Technology Council on Pragmatic Product Framework and Agile Portfolio Management.
- Kanban, Scrum, DevOps Methodology Training and Simulations.
- Featured LinkedIn Article: What's Your Dream SaaS Stack?
SKILLS
APTITUDE
SDLC
Operational Excellence
Portfolio Management
Product Management
Program Management
Project Management
Value Stream Mapping
Value-Driven Dev.
Customer Journey
Holistic Systems Thinking
Diagnostic Viewing
Zero-Footprint
Cloud Computing
E-Commerce
Mobile Optimization
Digital Platforms
ABILITIES
Market Analysis & Metrics
Root Cause Analysis
Workflow Metrics
Benchmark Analysis
CycleProduction Costs
Project Budgeting
Scope, Time, Cost, Quality
Change Management
Lean DevOps
Lean MVP
SCRUM, KANBAN
Object Optimization
ECM, RIM
Records Management
METHODOLOGY
Agile Methodologies
Scaled Agile Framework
Lean Methodology
Waterfall, RPD, JAD
Iterative, Spiral Method
Continuous Improvement
Operation Frameworks
Six Sigma
DMAIC and TPM
PMI, KPI
PMBOK
Prosci ADKAR
TOOLS / APPLICATIONS
Rally CA
Jira & Confluence Admin
HP-ALM QC
Azure DevOps (ADO)
TFS, VS-ALM
Visual Studio
Office 365 Suite
Microsoft Project
Microsoft SharePoint
G Suite
JIVE Social Admin
SalesForce Lightning
Salesforce Classic
Sugar CRM, Planview
SAP, PeopleSoft,
Workday
OracleÂŽ Primavera
OracleÂŽ OPM, EBS
Artifactory
GitHub, GitLab
Jenkins, Puppet, Docker
Ansible Tower
Visio, UML, MVC
UiPath Platform
VB.Net, MS-SQL
CyberSource
WorldPay
STANDARDS
ISMS Standards
NISTStandards
ITIL Standards
Service-Oriented Arch
Microservices
APIs, SDKs
Compliance (ISO)
HL7, ISO, HIS, RIS
VNA, DICOM,PACS
WCF, IDS, Ping, IdP
SAML, ASP, SSO, OAuth
VOIP, UC, VPN
UAT, GWT
INDUSTRY
Automotive
Banking
Education
Healthcare
Hospitality
Information Technology
Logistics & Supply Chain
Management Consulting
Oil & Energy
Telecommunications
Non-profit
And Many More
TECH STACKS
TECHNOLOGY STACKS USEDOVERMY CAREERTO BUILDPROGRAMS APPLICATIONS & INTEGRATIONS ENVISIONED OR MANAGED BY ME.
ALSAC / St. Jude | QUALIFIED PROGRAM MANAGER, NOT ENGINEER
⢠Salesforce Lightning ⢠Anypoint MuleSoft ⢠APIC ⢠Tableau ⢠ScienceLogic ⢠Kafka ⢠BlackBaud ⢠OKTA ⢠Ansible ⢠ReAct JS
⢠CyberSource ⢠Worldpay ⢠Mavro Imaging ⢠APG ⢠UiPath Automation Hub (Task Capture et al) ⢠SQL Server TFS ⢠GitHub
⢠OpenShift ⢠Swagger ⢠Zoom ⢠TEAMS ⢠M365 ⢠Workday ⢠SharePoint ⢠JIRA and Confluence Administrator
Contracting as Transparent Change, DBA| QUALIFIED PROGRAM MANAGER, NOT ENGINEER
⢠Puppet Enterprise ⢠Artifactory ⢠Subversion ⢠Red Hat Ent. ⢠JBoss ⢠Hiera ⢠CyberArc ⢠OpenShift ⢠Temenos ⢠Assurant
⢠React.js ⢠Splunk> ⢠Java Applet & JavaScript ⢠ReST ⢠Ruby ⢠Python ⢠Chocolaty ⢠Octopus
⢠SugarCRM ⢠Lithium ⢠Gigya ⢠Globys ⢠ETSI ⢠BrainTree ⢠Amplero ⢠CloudCare Platform
⢠Linux Server ⢠SQL Server ⢠VB.Net ⢠TFS ⢠AWS ⢠SSO ⢠SAML ⢠OKTA ⢠MS SQL
⢠HP-ALM/QC ⢠Visual TFS ALM ⢠Rally/CA ⢠TargetProcess ⢠Jenkins ⢠GitHub.com ⢠GitHub
http://www.transparentchange.com/tc_blog/tag/project
Lexmark Enterprise Software | Perceptive Software | Lexmark Healthcareâ˘:
(3 Dev. Managers, 14-22 Developers, 5 QA Resources, 4 shared Technical Writers, and 4-6 Product Managers).
⢠Java/C++ backend ⢠Clients C++ ⢠WebForms ⢠Java Applet & JavaScript ⢠Ruby ⢠Python ⢠Azure ⢠C-Sharp ⢠ReST
⢠MS SQL Server ⢠Oracle SQL Server ⢠PostgreSQL⢠Visual Studio Professional ⢠TFS ⢠Visual TFS ALM ⢠Rally/CA ⢠Jenkins
⢠GitHub.com ⢠GitHub Ent. ⢠RoboHelp ⢠SOTI Mobile Healthcare ⢠SaaS ⢠PaaS ⢠CaaS ⢠MaaS ⢠Hosted On & Off-Premises