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Process Improvement Consultant: Lad D., MBA, PMP Full Client Portfolio


Lad D. Full Client Portfolio

Professional Summary:

Experienced process improvement consultant seeking strategic consulting or program management role, where I can leverage 20+ years of experience to drive results and complete key initiatives. Desire to leverage professional and interpersonal skills and core strengths of relationship development, networking, organization, problem-solving, strategic analysis, stakeholder communication, project management, and presentation.

He’s managed complex projects and clients in multiple industries and sold solutions at every level.


Cross Country Mortgage

SalesForce / CRM Admin and Development Team

  • Conducting process improvement analysis of CRM Admin/Dev team, with focus on improving service delivery, internal efficiency, and relationships with other departments
  • Created interview guide, interviewed team members to learn all aspects of team, processes
  • Developed, presented a fact-finding Mid-Point deck that was well received by the sponsor
  • Segregated Process improvement opportunities for CRM Team into three strategic categories:
    • Delivery Speed / Throughput
    • Transparency / Communications
    • Team Performance (People/Process/Technology)
  • Creating action item list, priority planning to address team’s concerns
  • Presenting findings to team, assembling task forces to execute re-organization and re-design

IT Infrastructure / RPA Initiatives

  • Reviewing RPA Initiatives, prioritization, and rollout
  • Supporting VP, Infrastructure in streamlining RPA rollout, expanding automation opportunities

NiSource Inc.

Project: Account Transformation; Facilities Transformation

  • Managing transition, communication, training, and Knowledge Transfer efforts of NiSource Next – a program including a Voluntary Separation Program and large scale org transformation
  • Led sold transitional efforts on behalf of CAO – org strategy, knowledge transfer, work-shadowing, process mapping, staffing, hiring, recruiting (Savings – $1.5MM/yr)
  • Transformed department to Shared Services / Center of Excellence model
  • Managed, navigated recruiting process that hired/transferred 20 Accounting professionals
  • Implemented governance model to manage CI initiatives, created Accounting-specific training plan incorporating online and instructor-led training
  • Led brainstorming sessions to balance workloads, identify process owners
  • Built stakeholder communication plan and “selling” deck to inform the company of the future state
  • Led planning of department mergers and exploration of outsourcing opportunities. Pain points included inadequate technology, lack of data for 400+ buildings, and retiring workforce
  • Built business case, current/future state org charts, job descriptions, and plans for communication, knowledge transfer, and employee transition.
  • Created enterprise road maps for SVP to identify major company initiatives
  • Led OCM Planning, kicked off projects related to equipment data tracking, management

Wells Fargo Capital Finance

Project: Strategic Banking Manager (Banking)

  • Drove, sold key initiatives, business cases for a banking client, including:
  • Commercial Services Standardization – Managed consolidation, standardization of two factoring lines of business by merging, improving technology
  • Reconciled policies, procedures, processes, personnel of multiple depts to standardize 2 lines of business
  • Labor Models – Analyzed multi-year staffing levels, created business cases
  • ABL Deal System Transfer – Drove multi-phase initiative to move ABL clients to the new system
  • Lockbox Consolidation – Managed 2-year project consolidating unaffiliated lockboxes
  • Legal Entity Rationalization (Living Will) – Closed 4 legal entities overseas, merged 2 others

Full Resume