o9 Solutions, Inc.

Led global delivery of rapidly scaling AI & Machine Learning-driven supply chain leading solutions. 
Spearheading multi-functional teams and driving client satisfaction through successful implementations of high-impact programs across North and South America.

•	Directed global  deployment of supply chain solutions for Fortune 300 client, affecting Millions in annual savings.
•	Led a 40 person deployment team in delivering an end-to-end supply chain planning solution, optimizing integrated short and long term scheduling horizons.
•	Aligned senior management stakeholder group from five leading companies, driving consensus and strategic direction on cross-functional digital acceleration initiatives, resulting in unified objectives and streamlined execution across all organizations.
•	Championed leadership development, successfully coaching multiple team member into management roles and advancing to senior roles, enhancing leadership capabilities and team capacity.
•	Stabilized the data & integration team by implementing structured management processes, coaching, and rigorous reporting, resulting in enhanced team performance and the elimination of executive escalations.
•	Developed and executed plans for six AI/ML software implementations across North and South America for a fortune 300 client, seamlessly integrating with SAP ERP & Salesforce CRM. Supply Planning, Demand Planning, & IBP/S&OP.

Sr. Manager, Delivery

Most Valuable Player Award - 2022

Turned around the largest industrial account for a global agrichemical company, securing $10M+ in new contracts. Implemented AI & Machine Learning solutions and created a new change management service offering that resulted in securing new clients.
• Drove technology adoption in global supply chain operations, improving project outcomes and client satisfaction.

• Led strategic planning and development of change management frameworks, positioning the company for future growth.
• Developed and implemented a Resource Planning tool in collaboration with the customer, ensuring the on-time deployment of a critical software solution.

Solutions: Demand Planning, Supply Planning, Control Tower,  and IBP/S&OP.

Global Change Management Lead

Harvard Business Review

Invited opt-in member of the Harvard Business Review Advisory Council. Through my membership in the Advisory Council, I assist Harvard Business Review to improve the content it publishes and help chart the magazine's future direction.

Advisor

Tampa Electric

Led strategic transformation for the Lighting Business Vertical and spearheaded the turnaround of the $135M LED Lighting Conversion program. Directed cross-functional transformation across supply planning software deployments, engineering, construction, maintenance, and billing. Led and developed a team of 40+ professionals and 40+ contractors.

•	Established a comprehensive program management framework, incorporating continuous improvement, financial forecasting, and key performance indicators, resulting in $2M in cost savings and enhanced project efficiency.
•	Achieved 22% process improvements and reduced administrative workload by 45% through the implementation of Agile methodologies, data analytics, and RPA-driven performance enhancement initiatives.
•	Led a team of 40+ professionals and contractors, driving a cultural shift towards accountability and ownership.
•	Reduced project timelines by 75% and ensured 95% budget compliance in a $135M program by implementing industry best practices and developing a supply plan mode, showcasing strong project governance and risk management capabilities.
•	Enhanced managerial & leadership capabilities for managers and supervisors through tailored one-on-one coaching, fostering a more capable and strategic leadership pipeline.

Sr. Program Manager, Business Transformation

Co-Chair and foundational leader for Leadership Development initiative. We had positive feedback with 100+ future leaders participating in the program. 

Our goal is to help team members increase their influence and impact in their current role and/or land their first or next leadership role.

Co-Chair, Emerging Professionals

•	Led a $300M spend across five categories, including capital equipment, software, and services, achieving operational improvements and driving strategic business relationships.
•	Led and implemented enterprise-wide modernization of procurement processes and deployment of contract lifecycle management (CLM) technology, driving operational excellence and key process improvement initiatives.
•	Developed leadership talent and cross-trained individual contributors into management roles.
•	Implemented business process improvement initiatives that improved milestone compliance by 90%.

Contract Manager, Gas & Energy Delivery/Supply

•	Managed procurement for a $650M modernization project, mitigating risks and achieving $75M+ in savings.
•	Led supplier relationship management, navigating disruptions, and avoiding critical project delays during the COVID-19 pandemic.
•	Fostered leadership development, coaching a Procurement Manager into a Corporate Counsel role.
•	Mitigated significant cost and schedule liabilities during the COVID-19 pandemic by deploying teams to review contracts, assess supplier schedules, and negotiate with strategic partners, avoiding critical path disruptions and minimizing financial risks. Resulting in zero impact to facility online milestone and cost exposure to $2.5M.

Contract Manager, Energy Center Modernization

•	Led critical capital projects, while increasing programs assigned to the PMO by 10x through a cultural transformation that delivered successful programs.

Career Progression:
Project Management Associate
Implementation Lead
Mechanical Implementation Lead
Systems Operations Engineer
Implementation Lead
Project Engineer
Inroads Engineering Intern

Program Manager

Senior Manager, Program Manager, Procurement and Supply Chain leader with 20+ years of experience in driving complex transformation initiatives, implementing systemic operating models, and developing leaders across technology, industrial, energy, and infrastructure sectors.

Proven track record in delivering high-value programs focused on operational excellence, innovation, and leadership development. Successfully managed portfolios, achieving millions in cost savings and efficiency gains.

Top 5% Restaurant Reviewer on Google Maps!
Youth Soccer Coach! Go Rams!

Mario Aguirre

Socratic Technologies, Inc.

Senior Analyst

Analyst

Boston University

Research Assistant

Stantec

Communications Intern

Thrill of the Mountain

Marketing Specialist

McElroy Media Group

Alissa Caputo Realty

DoubleTree by Hilton

Marketing Manager

My name is Meghan Bertig and I am a Senior Analyst at Socratic Technologies. I am passionate about marketing research, consumer insights, and data-based storytelling. 


At Boston University, I studied Marketing Communication Research and received my master’s degree in December 2022. Previous to this, I graduated from the Florida State University with bachelor degrees in Marketing and Information Technology. 

My portfolio consists of research reports, advanced statistical reporting, websites, and marketing materials I have created for academic and professional purposes.

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Meghan Bertig

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