Over 30 years in Information Technology, including work as manager, project manager, business analyst, entrepreneur, trainer and public speaker, courseware developer, game developer and more. Proven expertise in:

  • Project Management consulting
  • Training, both classroom and virtual
  • Project Management Office strategy, startup, management
  • Courseware development
  • Organizational change management
  • Project game development
  • Business Analysis consulting
  • Business process analysis, design and repair
  • Organizational assessment of PM, PgM, PfM practice
  • Project turnaround / Recovery
  • Project template design
Feb, 2002 - Present CVR/IT Consulting, LLC, Raleigh, NC  
Note: the following is a representative sample of work over this time period.
  • 2007 - 2019: Develop and market over 50 Project Management and Business Analysis courses and workshops
  • 2008 - 2019: Provide curriculum development services to multiple training companies including Tanden LLC, Knowledge Source Inc, Protech Training Inc
  • 2008 - 2019: Deliver both classroom and virtual training for multiple organizations including Global Knowledge Training LLC, Tanden LLC, Protech Training Inc, Knowledge Source Inc, AICPA, Avon Inc, Michelin Tire, City of Nashua NH, Duke Clinical Research Institute and others
  • 2016; Deliver PMO development services to a real estate company, Property Finder (UAE)
  • 2016: Develop and market a project-based board game, Project SNAFU and the game website (
  • 2015: Establish Courseware-On-Demand, a courseware licensing service
  • 2012 - 2014: Deliver business process analysis and redesign services to NC Department of Labor.
  • 2011: Deliver a business requirements analysis of two new software applications to NC Department of Labor.
  • 2003 - 2016: Develop and market over 100 PM, PMO and BA templates to a worldwide customer base.
  • 2006; 2011: Deliver a fully customized Project Management Methodology and template set to Cisco Systems. Provide quality testing services for the updated website.
  • 2005 - 2011: Facilitate Organizational Project Management Maturity Assessments for multiple organizations
  • 2009 - 2011: Deliver workshops at the PMO Summit conference on topics including Launch the PMO, PMO Measures and Metrics, PM Maturity of Management, Developing a Project Budget and Project Portfolio Management.
  • 2009 - 2011: Assist Duke Clinical Research Institute in definition and implementation of their PMO, Portfolio Management process and rollout of formal Project Management.
  • 2010: Keynote speaker at the Palmetto PMI(R) Chapter annual conference
  • 2008 - 2009: Provide IT Technical staffing services to State of NC DENR.
  • 2008: Develop a custom Project Management Methodology for MTS Systems, Inc.
  • 2007: Facilitate implementation of a Project Management Office for Cisco Systems.
  • 2005: Serve as Project Management Office consultant to Martin Marietta, a major building materials supply company. Guide IS in establishment of the PMO; provide Project Management training; assist in development of a custom PM Methodology and related tools.
  • 2005: Deliver workshops for Matrix Resources Executive Seminar series.
  • 2002: Design and develop an e-Learning application for Project Managers.
Aug, 2002 - Mar, 2007 Covansys, Raleigh NC
Saber Consulting
June, 2006 - March, 2007

Serve as Director, Practice Support Office for Saber Corporation. Duties included:
  • Director of the Raleigh Office
  • Contract Officer for the Health Information Systems (HIS) project ($27M)
  • Delivery Manager for the Practice's Staff Augmentation business
  • QA manager
  • Project support for HIS project
April, 2004 - Jun,2006

Working under contract through Covansys / Saber Consulting as Project Management Specialist for the NC Department of Transportation. Duties include:
  • Develop a strategy to enhance and extend the impact of the new EPMO throughout IT
  • Develop a Charter and Roadmap for the EPMO
  • Serve as PM Methodology expert for a statewide Project Portfolio Management project
  • Update the PM Methodology and tools (e.g. templates)
  • Develop curriculum and deliver Project Management Training to Project Managers, Teams and IT management staff
  • Develop content and manage implementation of the EPMO web site
  • Co-develop and implement a Work Tracking System suitable for mainframe and PC-based teams
  • Manage select projects including including introduction of a formal SDLC, implementation of Business Warehouse based reporting, and content design of the EPMO and IT department web sites
August, 2002 - March, 2004

Worked under contract through Covansys as Director, Enterprise Project Management Office (EPMO) for Raleigh, NC. In 18 months:
  • Built and managed an Enterprise Project Management Office (EPMO)for Raleigh, NC.
  • Defined EPMO goals, work, structure and governance.
  • Led development of a Charter document for the city's EPMO. This Charter was accepted by the executive team and the city began selection of permanent staff for the EPMO in June, 2004.
  • Developed curriculum and taught formal Project Management and SDLC practice to city employees through formal classes and mentoring.
  • Advised City Senior Management on Project Management best practices. Led City project teams in project definition, project planning.
  • Provided IT Management consulting in matters of technology, best practices, staffing, resource management, SDLC practice and tools.
  • Guided project teams in City Enterprise Projects; established formal Project Tracking; implemented Change, Risk and Communication Management best practices
  • Provided guidance in development and management of a City-wide Technology Project Portfolio (value > $4M).
  • Developed a full suite of Project Management templates and trained City staff in their use.
  • Supervised EPMO staff.
  • Defined and staffed additional consulting assignments worth over $500,000 (e.g. business analyst, Disaster Recovery consultant, Internet engineer).
Dec, 2000 - Feb, 2002 Rational Software, Raleigh NC Program Manager
Rational Software (now a unit of IBM) manufactures and sells a full range of software development tools. As Program Manager in the Automated Test Business Unit, managed new product development in a multi-site, multinational environment using the full range of Rational software development tools / methodology and rigorous object oriented design techniques.
  • Managed projects through all stages from Inception to Transition and Close-out. Special focus on team organization and communication, requirements discovery, risk and quality management, on time delivery.
  • Created Project Plan, maintained project web site and schedule, led process improvement efforts, chaired program meetings, issued status reports, led defect triage, served as CCB representative. Mentored junior staff.
  • Integrated projects into the program of major Rational product releases
  • Implemented significant improvements in the Service Release process
  • Initiated, designed and found means to implement a hot fix delivery web site
  • Experienced in RUP implementation and use of Rational tools (e.g. ClearQuest, ClearCase, ReqPro)
May, 2000 - Nov, 2000 Nexgenix, Cary, NC Senior Project Manager
Nexgenix was a national consultancy based in Irvine, CA. As Senior Project Manager was responsible for all phases of client engagement (e.g. initial client interviews, analysis / design, construction, test, final rollout).
  • Engaged in B2C (financial) and B2B (manufacturing) projects (JAD, Business Requirements analysis, Statement of Work development, web development, integration and system testing).
  • Installed Cary office computing infrastructure (NT 4 and Win2K servers; Site Server / SQL 7.0 development environment; firewall with DHCP, DNS; daily backup).
  • Initiated and led development of a bug tracking application for internal use during system tests.
Aug, 1998 - Feb, 2000 COMMON, Durham, NC V.P. Information Technology
COMMON is a not for profit educational organization that represents thousands of IBM AS/400 users. While managing COMMON IT from a remote office in Durham, NC, I capitalized on skills as project manager, computing technologist and IT strategist to institute a major reorganization of the Information Technology arm of COMMON.
  • Program manager over IT participation at conference. Managed all major IT projects
  • Renegotiated COMMON’s telecommunication and ISP contracts to produce significant cost savings.
  • Championed adoption of a web-commerce strategy. Explored use of cross platform web development tools (Java, XML, XSL, Domino Developer) for Web site restructuring.
  • Implemented an entirely new PC network (Win 9x/NT-based) and phone system (NEC PBX) for the new COMMON Headquarters in Chicago. Introduced use of VPN software.
  • Built a new data center at COMMON’s Headquarters and centralized all COMMON computing there.
  • Served as COMMON’s Lotus Notes Administrator and actively participated in administration of the NT network and communications system. Implemented effective remote system management tools.
  • Restructured the IT organization to better fit COMMON’s business strategy. Created a partnership of in-house staff, vendor partners and volunteers.
Feb, 1997 - Aug, 1998 ClinTrials Research, Inc., Research Triangle Park, NC Project Mgr., Global Application Development
ClinTrials Research was a Contract Research Organization (CRO). As Project Mgr, managed the teams responsible for development of new internal business applications (European and US) and the rollout of new technologies worldwide.
  • Initiated development of internal business tools ( CRM ) for both International and US sites. Goal: Improve customer relationships, reduce cost and improve time to market. Successfully championed this "Core Systems" concept among business managers and gained their support.
  • Recruited and led international project management teams that were chartered to examine and redesign core business processes
  • Fully functional business tool prototype exceeded customer expectations for speed and ease of use. In a development environment that included VB 5, Oracle, NT 4, IIS, MTS, Source Safe, ERWin, incorporated this prototype within a highly scaleable and extremely fast n-tier intranet infrastructure. Served as team leader, NT admin, project manager (MS Project), application and database designer, wrote specification docs.
  • Produced three related product rollouts (one international) within 6 months in an enterprise application integration project. Collaborated with European locations to produce an international version of the product.
  • Instituted a disciplined software development methodology (e.g. business analysis, functional and technical specifications, change control, managed project plan, test spec with QC control, controlled move to production.)
  • Project lead for the global rollout of Windows NT, MS Office, Exchange/Outlook and several hundred new desktop computers. This represented a significant upgrade in technology for ClinTrials Research.
1983 - Oct, 1996 Becton Dickinson Res. Ctr., Research Triangle Park, NC IT Manager; Manager Advanced Applications; Project Manager
In a variety of roles provided both long-term strategic vision and day to day management of the Research Center’s Information Technology group. Grew the infrastructure from a handful of PC’s to a world class computing environment that supported all aspects of R&D and business management.
  • Project manager in all areas of computing. Implemented a variety of high impact applications including Lotus Notes, financial and office systems, Molecular Modeling, LIMS, data collection and analysis.
  • Engaged in business analysis, specification writing, application and database design, software development / testing (BASIC, Uniface 4GL / client server development, RDB, dBASE).
  • Consistently delivered best of breed applications to clients by effectively managing diverse platforms (PC, MSDOS, Win 95/NT, AS/400, Sun, UNIX, VAX, VMS, Mac). Systems manager on NT, AS/400, UNIX.
  • Built exceptional client support teams. The Computer Services group was highly regarded as an important technical resource for the enterprise and as the best IT service organization in the company.
  • Successfully managed the "business" of computing through design of IT facilities, establishment of policies and procedures, business continuation plans, management of multiple budgets.
  • Maximized return on computing investment through a successful end-user training program.
  • Developed and implemented successful long-term strategies for general and scientific computing.


PostDoc Duke University - Pharmacology
Ph.D. University of Pennsylvania - Pharmacology
M.A. Bryn Mawr College - Psychology
B.S. Providence College - Biology


2002 PMP (renewed 2015)
2016 CBAP
2006 PMP Trainer (Certified by NC Chapter PMI)
2007 Project Countdown Facilitator (Certified by Paradigm Learning)


2001 - Present Project Management Institute
2010 - Present International Institute of Business Analysis
2001 - 2014 NCPMI (NC Chapter of PMI)
  • Board of Directors, VP Strategy, 2007
  • Board of Directors, VP Programs, 2006
  • Strategy Committee, 2005
  • PMO LIG Vice Chair, 2005
  • PMO LIG Chair, 2004

Public Speaking Engagements

A listing of speaking engagements is available here.