Partner Solutions Consultant

PTek Solutions LLC

Led cross-functional workshops to design an OKR framework for a data analytics provider, enabling a $1.4B acquisition nine months ahead of schedule and increasing valuation by 15% by aligning executive priorities.

Overhauled Salesforce and Docusign integration with JD Edwards ERP at a real estate development firm, reducing release cycles from four months to one, generating $3M in annual revenue through streamlined contract processing.

Optimized legal application systems, achieving $2M in operational cost savings within six months by enhancing workflows and reducing system redundancies across 11 applications.

Conducted POPM (Product Owner/Product Manager) training for the entire Product Management organization at Lennar, enabling sustainable program increment planning and execution.

Mentored Scrum Masters and Product Owners, transitioning waterfall teams to Agile and achieving alignment with SAFe methodologies for ERP, Docusign, and Legal Apps teams.

Reported on SAFe transformation impacts, utilizing Jira reporting to monitor organizational progress, improve cross-team collaboration, and support data-driven decision-making for higher-level planning and execution tracking.

Drove Apptio Targetprocess tool adoption as an IBM Silver Partner, improving organizational planning and execution efficiency for enterprise clients.

Owner, Principal Transformation Consultant

Levi Strauss & Co.

Built Levi’s AWS Data & AI program from the ground up, scaling it to a $65M portfolio with 35 global teams, enabling machine learning capabilities that drove a $2B post-pandemic revenue recovery.

Served as Solution Train Engineer, mentoring Release Train Engineers, Scrum Masters, and project professionals across six Agile Release Trains.

Designed and implemented digital.ai Agility as a portfolio and program layer over Jira, optimizing tools and processes to enhance team efficiency and strategic alignment through real-time bi-directional integration and audience-specific dashboards for strategy, execution, and financial metrics (CapEx/OpEx).

Developed predictive modeling workflows, optimizing inventory decisions and supply chain operations, leading to $20M in operational savings.

Unified program increments and iteration cadences for cross-functional alignment, enabling seamless collaboration across Strategy, Technology, Master Inventory Management, and Data & AI teams.

Enterprise Program Manager

Established data governance frameworks, improving data accessibility and quality across critical systems, including SAP and Salesforce, by deploying Collibra and automating data ingestion pipelines.

Introduced digital.ai Agility as a program layer over Jira for real-time integration, managing three release trains with six teams aligned across business, technology, product, and marketing.

Facilitated SAFe POPM, Leading SAFe, and SAFe DevOps workshops, driving team alignment and Agile adoption across the organization.

Led cross-functional planning cycles and established real-time integrations for data governance and executive reporting to Chief Information Officer, Senior Director of Master Planning & Inventory Management, Senior VP of Marketing in North America, including all supporting Directors and Senior Managers

Agile Program Manager

Established Levi’s first SAFe Agile Release Train, aligning six cross-functional teams across Marketing, Data Analytics, Data Warehousing Technology, and Direct to Consumer Technology (Retail and eCommerce).

Administered and optimized a customized Jira setup, incorporating a program-layer plugin to enable higher-level program visibility prior to modern tools like Align and Agility.

Advocated for and achieved PMO process modifications to support agile methodologies, influencing long-term adoption of hybrid and agile practices.

Delivered a $2M revenue uplift by enhancing eCommerce personalization efforts through site experience, loyalty programs, optimized email campaigns, social media and influencer advertising channels. 

Reduced project cycle times by 30% and enhanced collaboration across marketing, data analytics, and UX teams by streamlining workflows and aligning team priorities.

Senior Project Manager

Tacit Knowledge

Managed the development of a native iPad eCommerce app, achieving a 100% improvement in App Store ratings (4 stars from 2 originally) and launching on schedule for Black Friday through cross-functional team coordination.

Rescued a$4M SAP hybris implementation, delivering a fully operational B2B catalog under budget at $1M and within nine months by restructuring teams and optimizing processes.

Expanded scope of front-end projects to include back-end integration and automated deployments using Jenkins, achieving daily releases and reducing delivery timelines.

Senior Project Manager, eCommerce Consultant

Strategic and results-driven Enterprise Transformation Leader with a proven track record of driving innovation, operational efficiency, and measurable business outcomes across diverse industries. I specialize in aligning cross-functional teams, implementing scalable technology solutions, and leading global enterprise transformations.

Key Achievements:

Built and scaled $65M portfolios, leveraging machine learning and predictive modeling to deliver $2B in revenue recovery and operational cost savings.

Spearheaded Agile transformations for Fortune 500 companies, achieving 50%+ improvements in team efficiency and project throughput.

Delivered technology integrations, including Salesforce and JD Edwards ERP, reducing cycle times from months to weeks and driving $3M+ in annual revenue gains.

With certifications in SAFe, PMP, and Agile Coaching, I thrive at the intersection of technology, strategy, and execution. I am passionate about empowering teams and organizations to excel in a rapidly evolving business landscape

Bret Piontek

Newfire Global Partners

Director of Product Management

Sr. Product Advisor

MIcheli Consulting, LLC

Indepdent contractor offering Product Management, UX Research, Product Design, and Strategy work.

Principal

Midtown Athletic Clubs

Group Fitness Instructor

bswift

Directed product strategy & development of the End User Experience portfolio enhancing user engagement in bswift’s employment benefit management platform. Team size of 5-10 in an 1100 employee company.

To address an unscalable and costly UI platform hindering growth, I led the transition to a React-based employee portal, resulting in 5x faster load times, enhanced scalability, increased customer satisfaction, and annual license savings of $6M.

Launched a new mobile app with over 10x as many downloads as the previous version in 6 months. 

To address high call center costs, I integrated Emma Virtual Assistant chatbot on legacy technology, expanding access to 2.2M users and saving $300k.

Vice President, Product Portfolio Strategy, End User Experience

Activate Care

Defined and led Product Strategy for Path Assist (SDOH Health Equity tech-enabled service) & Community Care Record (Care Coordination SaaS). Hired and led a 5-person product team in a 60 employee startup. 

To capitalize on a new market need for Medicare recipients, I drove the build of an MVP to support a Path Assist pilot to prove operational feasibility. Established an omni-channel client recruitment strategy which led to a 70% SMS opt-in rate for Medicaid recipients.

To improve measuring outputs and facilitate innovation, I introduced a measurable Outcomes-based Product Roadmap, aligning Product OKRs to launch Path Assist for its first customer.

Set new pricing for Community Care Record to update an outdated pricing model, leading to an additional $560k in renewal revenue in 2H 2022.

Head of Product

To address an immature product development process, I spearheaded the implementation of a scalable, Agile product management practice, resulting in faster, higher-quality product launches, a 50% increase in monthly new patient records during 2021, and $800k in new sales.

Served as the interim Head of Product for 5 months, ensuring that the product roadmap and strategy were aligned with company goals. Presented the Product strategy and roadmap to the Activate Care Board to justify Product Development spending. 

Led the build of software features for a Path Assist pilot to prove operational feasibility and commercial viability.

CarePort Health

Contributed to the roadmap and drove the build of new features for CarePort Care Management, supporting a $55M ARR client base.

To address poor software quality and client attrition, I drove the rebuild, modernization and launch of the Careport Denial Management platform for over 200 clients, resulting in a 20% improvement for appeal documentation times and decreased client attrition.

Facilitated all user and market research for the rebuild to identify market needs, addressing the $262 billion cost burden on US healthcare.

Facilitated user research and provided design inputs to support Discharge Planning COVID-19 positive patients into post-acute care.

Ensured User-Centered Design processes and UI Style Guide recommendations were followed to deliver a consistent user experience as the UX lead.

Led integration efforts to send post-acute referrals to providers as part of a new product initiative for CarePort Transition. 

Acted as Scrum Master for onshore development team to establish Agile processes and ensure business priorities are completed on schedule.

Sr. Product Manager / UX Lead

Allscripts

Lead all product efforts to build a Skip Logic feature for an assessment tool in the Allscripts Care Management/Care Director 18.1 release; including requirements gathering, UX design, sprint prioritization, and release planning. 

Lead the integration and vendor certification of MCG Care Guidelines edition 22 with the Allscripts Care Management 18.1 release.

Sr. Product Manager

ZirMed

Led all User Experience activities for a series of Revenue Cycle Management applications. 

Provided industry insights toward the development of a Population Health Management application.

Sr. UX Designer

Cyder Healthcare 

Facilitated prioritization of user stories, market knowledge, and wireframes to support the development of an iPad-based patient satisfaction survey tool to release a startup MVP.

Designed new concepts to add a patient Loneliness Screener and Patient Profile features to the application.

Head of Product and UX

Medtronic

Executed all UX/HFE activities in the development of the Valleylab FT10 and next generation electrosurgical generators; including touchscreen UI design, Formative and Summative usability testing, and use error risk analysis.

Supported multiple projects as an Interaction Designer; including a surgical retained sponge detection system, a cardiac ablation generator, and the Valleylab Exchange software download tool.

Principal Human Factors Engineer

"Love the problem, not your product."

I lead and coach teams to execute on product strategy and build great products. 
I am a bridge-builder, teacher, mentor, and User-Centered Design advocate who strives to "walk a mile" in the users' shoes.
I love research and being in the field to see first-hand the challenges customers face.
I follow User-Centered Design principles to focus on the right problems and create solutions that meet user and customer needs. 
My experience has shown me that there is not one way to solve challenging problems or provide great user experiences.

Specialties: Product Management, Product Design, Product Strategy, Management, User Research, User Experience Design, Healthcare research, Patient Safety Research, Product specification writing, User Experience Best Practices and Advocacy

taplio

The Battle

Bret Piontek

Paul Micheli

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