About Aria Consulting
+ 10+ years in Leadership / Management and Business Ownership
+ International Management experience in Hong Kong with top-rated worldwide airline
+ Management Consultant, Solutions / Information / Enterprise Architect, Programme Manager, Project Manager
+ Founded and Managed a Professional Services Practice as an ERP system reseller / implementer (+$1.5M revenue)
ECM/Content Management | SharePoint/Office 365 | ERP Systems | Dynamics CRM | Transformation
Clear, Practical Solutions in Action - Lorne Rogers
Senior Management Consultant
June 2017 - March 2018
• Management consulting/Lead engagement with Enterprise Information Management to lead a Microsoft Office 365 deployment with an exceptionally aggressive 6 week initial timeframe plus follow on with enterprise strategy, framework, roadmap/plan and initial BU deployment. • Initial contract for 1 month – extended to 6 months on third day onsite to extend coverage to define and guide Strategy, Framework, Roadmap, Architecture, Change Management and execution of a Transformation for Information Management for the County focused on Enterprise Content, Records Management, and Collaboration (internal and external) primarily leveraging Office 365 with a mandate including: o Advise on an entirely new direction for Information Architecture for the organization based on cross-departmental Functional Decomposition model enabling multiple hierarchical Content taxonomies under a shallow enterprise level managed metadata set. o Create 6-month high-level roadmap for initiative. o Guide and direct development of a new security/permissions model to be aligned to new taxonomies o Research and recommend most valuable 3rd party addon software for O365 main services of SharePoint Online (SPO), Exchange Online (EOL), OneDrive for Business (OD4B), Microsoft Teams, Planner, etc. Particular focus on 3rd party solutions for Records Management and Content Auto-Discovery and Auto-Classification. o Guide development of new, simplified Records Management aligned to the new Taxonomies, and Security/Permissions model. o Extensive collaborative workshops for functional design, configuration, information architecture, search, etc. o Substantial, and very highly rated by participants, user and platform administration education delivery.
ECM (Enterprise Content Management) Strategic Consultant
New Brunswick Power
September 2018 - November 2018
Industry: Electric Utility (generation, transmission, and distribution) Project: ECM Strategy & Framework development Budget: $100K CAD Team: 6 Conduct maturity model based assessment of current state and target state gap analysis across 26 measures to establish scope, directions, and prioritization as major cornerstone programme in an even larger enterprise digital transformation effort to reduce costs and risks and increase organizational effectiveness. • Define a Programme structure, composed of 8 projects, to address gap • Create Guiding Principles and Programme Roadmap across 4 year Transformation period • Programme Risk Advisory; Information Architecture Advisory; Governance Framework Advisory Technology advisory for 2 technology “stacks”: SharePoint/Office 365-based and OpenText Content Server 16-based
Solution Architect/Project Manager/Microsoft Partnership Programme Advisor
ISM Canada (an IBM Company)
January 2015 - April 2016
Industry: IT Systems Integrator IBM-owned systems integrator in Saskatchewan and BC that signed up as a Microsoft Cloud Partner for Office 365 and Azure Project: GoS (Gov’t of Saskatchewan) ITD SharePoint – Project Manager Budget: $1.3M CAD Team: 7 • Design and deploy a multi-tenant configuration, high-volume, highly-available, SharePoint 2013 instance for the shared services IT dep’t of GoS to be able to ‘resell’ to the GoS ministries. Project: GoS (Gov’t of Saskatchewan) ITD MS Dynamics CRM – Project Manager Budget: $970K CAD Team: 7 • Design and deploy a multi-tenant configuration, high-volume, highly-available, MS Dynamics 2015/16 instance for the shared services IT dep’t of GoS to be able to ‘resell’ to the GoS ministries. Project: Azure Stack offering – Consulting Architect Budget: 475K CAD Team:11 • Design and deploy pilot instance of Microsoft Azure Stack private cloud IaaS for ISM to offer to clients Programme: MS Partnership Programme: Advisor for ISM Partnership Program Director Technologies: SharePoint 2013 (multi-tenant), Exchange 2013, Active Directory 2012, MS Dynamics CRM 2015/16 addons (multi-tenant), MS Azure Stack
March 2015 - September 2015
Industry: Telecommunications Project: Enterprise Disaster Recovery (DR) Budget: $1.16M CAD Team: 8 • Solutions selections and architecture to provide DR capability for 104 applications (OSS/BSS) across a multitude of technologies spanning Solaris, Oracle, Microsoft VMWare, Cisco, SAP and others. Assisted fellow Solution Architect with Solution Design SAP Revenue Accounting & Reporting (IFRS 15) on S/4 HANA Technologies: Solaris, Oracle, Microsoft VMWare, Cisco, SAP ECC6.x, SAP S/4 HANA, Informatica, and many others.
Manager, ECM (Enterprise Content Management)
Cathay Pacific Airways
February 2014 - February 2015
Industry: Airline/Transportation Founding leadership of new dep’t (5 staff), plus on/offshore vendor team from IBM (27) to actualize Cathay's first Content / Document management and Intranet initiative, $20M USD budget (1st year), in a highly complex (multi-stakeholder and multi-technology) cornerstone initiative as part of enterprise Digital Transformation. Reported to new Head of ECMO (ECM Office) and C-level executives steering committee. Accomplishments: • 68% of pilot and “1st wave” users rated Transformation/Change Management, Communications, and Training programme at 6 out of 10 or above (surveyed results by PWC where average expected would be circa 20-25%). • Transformed how the business defined, organized, and managed Content from disjointed, ungoverned, non-standardized file shares mostly aligned to Org Chart department model to a cross-departmental Functional Decomposition (horizontal) model. • Designed new Information Governance operating model spanning structured data (databases) and Content. • Defined and deployed new Target Operating Model (TOM), and staffed a hybrid (internal and vendors) organization; developed new policies and procedures for sustainment and support operations. • Successfully negotiated with C-level executives on steering committee to approve and fund creation of a “Change Champions” group (representation from across the whole of the organization), design and purchase small trade show booth, and allow/support a highly unusual communications approach. Together, these things generated the exceptional user adoption ratings for the programme. 5 streams of accountability: Leading Transformation / Organizational Change Management (OCM) Leading Transformation / Organizational Change Management (OCM) / Communications / Training sub-team towards in very effective pilot business groups' understanding, excitement, and championship of this very significant change initiative, largely through the Change Champions Group (CCG) that I advocated for and a singularly unique communications approach. Taxonomies (how information is grouped/organized) development Defined a workable and adoptable set of Taxonomies based on a business function decomposition model approach. Extensive impact analysis work and designing and implementing stakeholder readiness plans with Change Champions Group and key stakeholders. Security model design Designed security model within the IBM FileNet product and MS SharePoint balancing ease of adoption/understanding for different user levels, use cases, device profiles, and locationality. Information Governance development and integration Integrating Information Governance sub-team to ensure appropriate system and business governance and controls around records, controlled, and general forms of content to ensure appropriate retention and compliance and disposition of content after retention. Advising/Overseeing System Architecture & Design Advising System Architecture & Design to ensure a straightforward and understandable User Experience through workshops, design tools/mockups, surveys, and significant testing as well as a resilient and highly available platform. Technologies: IBM FileNet, MS SharePoint 2013 hybrid to Office 365, Yammer, MS Exchange Hybrid, Active Directory Hybrid, XML web services, CMIS (Content Management Interoperability Services), Java, .NET
Content / Records Management & Information Governance (IG)
March 2013 - December 2013
Industry: Oil & Gas Pipeline Project: Content / Records Management & IG Strategy & Framework Development Budget: $1.16M CAD Team: 9 • Strategy and Framework deliverables I created were reviewed with positive feedback by Gartner Group Vice-President of ECM • Designed integrated OpenText Content Server and SharePoint 2013 technology stack including OpenText integration to SAP; information governance; modified operating model; user governance; security; and request/review/approval, and provisioning processes for sites, workspaces, libraries, folders, etc. within the technology stack and across the organizational environment. • Designed technology and organization processes for semi-automated disposition of Records. Technologies: OpenText Content Server, MS SharePoint 2013, OpenText AGA (Application Governance and Archiving), OpenText for SAP, Active Directory 2008, Exchange 2008
April 2012 - March 2013
Industry: Utility Lead Enterprise/Solutions Architect on 8 concurrent/consecutive projects with diverse system stakeholders groups: Accomplishments: • Acquired SAP ECC 6.x experience in MM, PM, EHSM 2.x, and LAM (Linear Asset Management). • Authored and presented Enterprise Content Management roadmap, strategy, and plan to C-level stakeholders. • Successful technical leadership of multiple teams, including development, for different projects. Sample projects (inquire for full list): Project: eForms/Workflow Budget: $240K CAD Team: 4 • Developed and distributed RFI (Request For Information) to selected prospective vendors to select, acquire, and implement a new solution (K2) to provide eForm (electronic forms) design as well as robust workflow design/management primarily within SharePoint but also with integration to SAP ECC6.x and other systems. Extensive business analysis to configure platform and design first round of eForms and workflows. Technologies: K2 Blackpearl, K2 Connect, K2 SmartObjects, K2 SmartForms,SharePoint 2010, SAP ECC6.x, and others Project: SAP Strategic Procurement Budget: $430K CAD Team:3 • Architect and implement additional pieces for SAP Procure2Pay process for Materials MDM (Master Data Management) and Supply Chain CLM (Contract Lifecycle Management). Technologies: SAP MM (Materials Management), Struxure MDM for SAP MM, UpSide CLM Project: AUC Permits Management Application Budget: $120K CAD Team 3 • Architected custom SharePoint 2010 application front-end and custom MS SQL database backend with SharePoint External Content Types (ECT) and Business Connectivity Services (BCS). Also designed secure external collaboration capability as this application interacted both programmatically and at a user level with an external compliance agency. Technologies: SharePoint 2010, SharePoint External Content Types (ECT) and Business Connectivity Services (BCS), Microsoft Forefront Unified Access Gateway, Active Directory Federation Services (ADFS) Project: MPPM (Major Projects PMO) Portal In-sourcing Budget: $680K CAD Team: 9 • Migration of externally hosted SharePoint 2010 portal/content management instance for the Major Projects Group (EPC – Engineering, Procurement, Construction) to AltaLink data center; upgraded to 2013 version; and significantly re-architected the information architecture and associated site hierarchies as well as implementation of new Managed Metadata Service (which defines and controls a large aspect of the content Taxonomy). Technologies: SharePoint 2010 and 2013 Project: External Access/Extranet Budget: $185K CAD Team: 5 • Associate Architect for new "extended private cloud" implementation to enable secure, authenticated, business partner access and interaction/collaboration/content exchange between internal/external resources with focus on Major Projects Group (EPC – Engineering, Procurement, Construction). Technologies: SharePoint 2013, Microsoft Forefront Unified Access Gateway, Active Directory Federation Services (ADFS)
Solution Designer (Solution Architect)
June 2010 - December 2011
Industry: Oil & Gas Lead Solutions Architect for a multiple concurrent/consecutive projects of varying size and scope within a loose TOGAF EA Framework. Accomplishments: • Architected, and lead a multi-year, multi-phase project (OpsInfo) that developed and deployed the most complex integration ever completed at Suncor for a single target system using the enterprise corporate webMethods ESB (Enterprise Service Bus) integration platform to deliver the capabilities, robustness, flexibility and security the business needed. • Produced, documented, and presented EH&S Vice-President, a successful Technical and Functional Business Case for OpsInfo project budget increase request from 300K to $1.3M for phase 1 and to $2.2M total including phase 2 to achieve orders of magnitude improvements in scalability, robustness, and capabilities. Sample projects (inquire for full list): Project: OpsInfo (environmental reporting system) integration for EH&S Budget: $2.2M CAD Team: 10 • Architected a hub and spoke integration framework that included multiple patterns including request/reply, near-real-time, polling, and batch through the webMethods ESB (Enterprise Service Bus) enterprise integration platform. 14 data source points covering multiple geos including Canada, US, UK, and Syria. Most of the data sources were SCADA Data Historians (Supervisory Control and Data Acquisition) which is the precursor technology to today’s IOT (Internet of Things). o Also designed custom web UI, for end-user management of some of the data streams for the various integrations/sites, in C# / ASP.NET, using VSTFS (Visual Studio Team Foundation Server) as a continuous build environment and VS Web Deploy to package and manage code deployments,. o Phase 2 upgraded infrastructure to a HA (High-Availability) Load Balanced (using F5 LTM) and DR (Disaster Recovery) design using SRM (from VMWare) and SRDF (from EMC) for Wintel web/app servers and Oracle DB. Technologies: C# / ASP.NET, VSTFS (Visual Studio Team Foundation Server), VS Web Deploy, F5 LTM, VMWare SRM, EMC SRDF, Oracle 11g, SCADA (multiple) Project: Turnover Management System for Major Projects Group (EPC division) Budget: $ 860K CAD Team: 6 • Architected custom .NET/SQL 2008 web app for Major Projects Group (EPC – Engineering, Procurement, Construction) to manage the facilities (everything from a pumpjack to a multi-billion dollar upgrader plant) Turnover processes using MVC2 architecture to replace an overburdened/overextended MS Access application. Included SSAS (SQL Server Analysis Services) DataMarts with Excel as the user interface for ad-hoc querying/reporting/analysis. Hired and led software developers.. Technologies: C# / ASP.NET, VSTFS (Visual Studio Team Foundation Server), VS Web Deploy, MS SQL 2008, MS SQL SSAS and SSIS services, Excel 2010 Project: Medgate for EH&S Health & Wellness group • Implementation of new version of Medgate SaaS solution for Health & Wellness division across Suncor. Merged 2 legacy instances (Suncor and Petro-Canada) and upgrade to latest version. Rationalize SAP integration interfaces in webMethods ESB. Technologies: SAP ECC6, webMethods ESB, XML, BAPI
Senior Management Consultant/Enterprise Solutions Architect
EDS/Hewlett-Packard (HP) Enterprise Services
August 2007 - March 2010
Industry: IT Systems Integrator Canada functional and technical Consulting Services Lead for Microsoft Productivity Solutions stack for multiple clients and stakeholder groups using the HPGM for ITSA methodology (based on TOGAF) Accomplishments: • Successfully led multi-disciplinary, and multi-vendor, technical (including software engineering and development) and functional (including business analysis/design) teams in numerous >$1M projects. • Selected as one of 214 (out of 40,000+ staff) in a North America wide pilot program for EDS for Technical Sales Experts. • “Pre-sales” functional and technical resource responsible for more than $8M in new deals revenue Sample projects (inquire for full list): Project: City of Calgary City Online (COL) eCommerce and CRM application Budget: $2.4M CAD Team: 14 Solution Architect for redesign and redevelopment of legacy eCommerce application from providing Land/Tax/Titles/related data and mapping products in both electronic and physical formats for purchase through G2B eCommerce site using MS Commerce Server 2009 and SharePoint, to manage online interactions, and MS Dynamics CRM to extend to offline interaction and relationship management in a multi-million dollar complex (multi-stakeholder and multi-technology/technology environments) application development/configuration/integration project. • Integrated 11 backend database sources (mostly Oracle) integrated through Tibco ESB (Enterprise Service Bus) to a custom SQL Server Data Catalog, plus integrated ESRI ArcGIS 9.3 mapping/GIS platform. • Microsoft Commerce Server 2009 with front end shopping cart, configuration, user segmentation/profiling, ArcGIS driven layered Map interface, and mid-tier CRM/Analytics (MS Dynamics CRM/xRM 4.x). • Architected 2-level Identity Management solution –general public access, and for secured business partner access. • First project at City of Calgary to use a rapid prototyping and design tool. Extensive facilitation with internal, but also public, private industry, and research community stakeholders, using focus groups workshops, online surveys, and review as part of needs analysis and design, especially focused on “Journey Mapping”, as well as deployment strategy. Technologies: MS Commerce Server 2009, MS Dynamics CRM 4, Oracle 10g, Tibco, MS SQL 2008, Esri ARC GIS 9.3, VB6 & COM/COM+ ,.NET, SOAP, XML, POSSE, YARDI, and others.
Aria Consulting (2005) Ltd.
May 2005 - August 2007
Clients & Projects: Calgary Board of Education (CBE) 09/2006 – 08/2007 Solution Architect/Enterprise Technical Project Manager (Contract) Industry: Education Solution Architect and PM to design and deploy 4 ‘pilot’ production SharePoint instances for the 2nd largest public school board in Canada before the version of SharePoint being used hit GA (General Availability) status. Accomplishments: • Authored and presented Business Case to IT Senior Management Team and CIO, followed by Board of Trustees, to authorize deploying SharePoint 2007 (vs. planned intent to deploy SharePoint 2003). Very significant as CBE had never before deployed software less than about 1 year old. Also architected and led deployment of 1st SQL 2005 instance and ISA Server. • Authored $8.4 Million Portfolio/Programme Definition, as requested by CIO, encompassing 14 projects in 5 Programmes across 3 Portfolios, spanning 5 years, to fully roll out and achieve CIO’s mission statement of “Anytime, Anywhere Access by Anyone to Online CBE Resources”. • Microsoft Consulting Services (MCS) indicated I was one of only 2 people in Canada performing an enterprise-scale production deployment of SharePoint 2007 (and the only one with intranet and authenticated extranet) at that time. • Worked extensively with Corp Communications to develop and deploy a Transformation/Change Management and communications initiative to the pilot groups as wells as organization-wide including organizational design, policy and procedure development Project: SharePoint 2007 production pilots deployments Budget: $ 2.7M CAD Team:14 Architect and manage deployment for SharePoint 2007 for Intranet and 3 Extranet portals • SharePoint 2007 for document/files management, collaboration, i-frame embedded access to records management application, Intranet web content, InfoPath eForms, custom web parts and integration of an externally hosted PeopleSoft HRIS instance, plus extranet portals, for 12,000+ staff, 600 students, 900 parents/guardians, and 4 vendors/partners. • Architected and managed infrastructure, network, identity management/access/authorization, logical application architecture, information architecture/model, wireframes, security, integration, custom development (including development team leadership/management), content (document, records, and web) management, as well as governance, and Organizational Change Management (OCM) aspects-including Communications planning, adoption/marketing strategies and tactics and training to stakeholders in a “production-pilot” format for later projects to add greater depth/breadth. Technologies: SharePoint 2007 Enterprise, SQL 2005, InfoPath, MS ISA Server 2006, ASP.NET, C#, ODBC, SOAP, XML, Java API, JSON Sercel Canada Ltd. 01/2006 – 08/2006 Solution Architect & Projects/Programme Manager (Contract) Industry: Oil & Gas services Oil & Gas services company operating in Europe, US and Canada. Architect and Projects/Programme Manager for SharePoint 2003 and SQL Server based custom application; SharePoint document management for controlled EH&S content; SharePoint management information dashboard. Reduced cycle times from 8 days to 4. Sales up by $100K and costs down by $30k/month in 3 months. Technologies: SharePoint 2003, SQL 2005, InfoPath, SQL Server Analysis Services (SSAS), SQL Server Notification Services, VB.NET, ASP.NET, C#, ODBC, XML National Energy Board of Canada (N.E.B.) 12/2005 – 05/2006 Organizational Change Management (OCM) Consultant (Contract) Industry: Federal government Authored Organizational Change Management (OCM) strategy, plan, tactics, organizational design, policies and procedures, and related documentation as well as Communications plan for stakeholder groups enterprise -wide for the implementation of an enterprise Quality Management System (QMS) project based on ISO principles for the National Energy Board Pason Systems Inc. 09/2005 – 08/2006 ERP System Project Manager/Technical Consultant (Contract) Industry: Oil & Gas services Upside Software Inc. 04/2005 – 09/2005 Senior Project Manager (Technical) (Contract) Industry: Software development Gartner Group top-right rated developer of Contract Lifecycle Management solutions. Hyper-growth company. Projects for: Alberta Children Services, Alberta Human Resources & Employment, Alberta Infrastructure, Stryker Medical (US), and BNSF Railroad (US).
HPGM-ITSA (like TOGAF)