Western UnionPlatform Lead - Director
Feb. 2013 - Sep. 2017Platform Lead for the Agent Implementation Management (AIM), Know Your Agent (KYA), and Agent Self Service
programs.
Accountable for the delivery of all technical capabilities – combined budget of $18m.
These technical
capabilities were used globally by Regional Operations Centres and Agent Contact Centres. SalesForce.com
(SFDC), Java, and BPM technologies were leveraged to support these programs.
Developed / Implemented an MDM roadmap to establish Salesforce as the system of record for Western Union’s
Agent Data. The goal was to establish a 360 view of the agent. The roadmap was a multi-phased, multi-year
approach. Provided architectural guidance to technical engineering teams. Agent data was migrated to and
services were built in Salesforce to support this strategy.
Accountable for portfolio management of projects within the Agent Systems domain. This required coordination of
projects across various agent programs. As projects were created, I worked with the business stakeholders to
understand the priority and scope. Also, I engaged with the technical leads / business subject matter experts to
estimate the effort and determine costs. I created a SharePoint site that listed all the projects in the pipeline.
This SharePoint site was an artifact that we leveraged in bi-weekly meeting with senior leadership to validate their
priorities and ensure that we all had a common understanding.
Architected and recommended solution approaches to move our Agent Portal application to AWS.
Scrum Master for Salesforce build / enhancement projects. Coordinated enhancements / integrations between
three Salesforce Orgs.
Worked with business stakeholders to document requirements that were leveraged by the development teams.
These requirements were stored as user stories in Rally.
Executed the transition of RUN (production support / small enhancements) to Cognizant Technology Services.
Engaged with 3 other System Integrators to perform the BUILD activities. All of these vendors have on-shore and
off-shore resources. Developed and implemented the following processes – Release/Deployment management,
Portfolio management, Incident management, and Change management.
Speaker at Dream Force 2014 on Western Union’s use of EchoSign. Western Union has realized significant value
with enabling our Sales Reps with iPads/Tablets and collecting prospective Agent data in the field. Sales Reps
generate the contract at the Agent’s location and have the Agents attest to the information with EchoSign. This
solution has resulted in a 45% reduction in end-to-end Agent activation and 50% in return-to-sales.
Ensured program met compliance and audit mandates
Negotiated with vendors that supplied both technical services and software solutions
Introduced Agile methodologies to both technical and business stakeholders
Established portfolio governance in partnership with our business customers
Managed engineering capacity that met business expectations and budget constraints
Developed and Implemented the BAU (Business as Usual) approach on a go-forward basis
Met global regulator mandates – CBI, FinCen, Southwest Border, and etc…
Mentored and developed employee advancement and maturity
Western Union
has 500,000+ agent locations in over 200 countries that move more than $92 billion dollars annually.
Stakeholders for the AIM program are in geographically separated regions around the globe – Latin America, EU
(European Union), Eastern Europe/Asia, MAEEC (Middle East/Africa) and North America.
At any one time, I am accountable for up to 10 major project work streams that are concurrently being executed.
Examples of these workstreams are: Development of SFDC services, Org to Org integrations/migrations, OKTA
SSO (Single Sign-On), Integrations to legacy applications, Integration of SFDC COTS (commercial off the shelf –
app exchange) solutions (Apttus – Contract Mgmt solution), electronic signature capabilities (EchoSign), SFDC
governance, Design and implementation of infrastructure zones (Red, Yellow, and Green) within multiple data
centres.
Championed Agile-like project approach to deliver incremental value – Rally Administrator. Complied with internal
PMO project tollgates (Architecture Review Board, Information Security, Risk Assessment, and SDLC). Created
and maintained program/project plan in MS-Project (> 3,000 lines). Integrated project plan with external vendors
and internal stakeholders project plans.