Gene Lee, LSSBB, CSM, ITIL SO, SAFe PO/PM, ex-PMP

Virtual Employee Zone

Results-driven Director with 15+ year strategic and tactical experience leading lean agile digital transformations with AI, complex software development and SaaS projects. Expertise in driving innovation in healthcare and fintech, managing cross-functional teams, and streamlining end-to-end software product lifecycle management. Adept at aligning product strategy with organizational goals, establishing governance frameworks, and optimizing resource allocation for maximum impact. Skilled in building strong relationships with customers and stakeholders while ensuring successful delivery of key business initiatives.

Managing Director

Radar Consulting LLC

- Directed Salesforce CRM enhancements to optimize customer interactions and drive sales effectiveness.
- Collaborated with cross-functional teams to implement new features, ensuring alignment with business objectives.
- Conducted training sessions for stakeholders on Salesforce best practices and new functionalities.

Senior Consultant and Senior Product Manager/Owner

Salucro Healthcare Solutions

Director of Enterprise Programs 

Rakuten Super Logistics

Director of PMO and Product

Kaseya

Senior Product/Program Manager

Metrics Global, Inc. & Paylani LLC

Director Of Operations and Product

EMPLOYERS

Director of Operations

Sabbatical / Extended Leave

*Completed Lean Six Sigma Black Belt course and certification
*Completed ITIL Intermediate Service Operations & Analysis course and certification
*Completed 27 PDUs for PMP certification
*Completed Information Governance (IGRM) training
*Completed Change Management training
*Web Analytics 2.0 training in progress
*SQL data management training in progress
*Big Data Hadoop course in progress

Sabbatical

Education Institute of Construction (EduCon)

*Led business transformation, strategy, and direction from delivering continuing education training to a new project management training program that became one of Korea's largest government-sponsored training programs

*Developed, marketed, and delivered a new 350 hour, government-compliant, project management & business communication program from Voice of the Customer feedback that grew 74X in one year from $80,000 to $10M in annual revenues, & increased customer satisfaction by 16% YOY

*Re-engineered and upgraded a 20 year old student enrollment system for various programs with an ERP/CRM system that automated 24 hour application processing, & improved productivity by 40x,   eliminating painstaking, manual intake of applications, and documentation, downloading, sorting, also reducing call volume, and follow-up tasks. Resulting in 860% ROI, eliminating $120,000 in overtime costs, significantly improving productivity, and employee morale.   

*Led the development of a real-time, online Google Apps attendance tracking system that allows instructors to easily check attendance online, and allow administrative staff to perform immediate follow-up calls, increased retention rate to 90%, and potentially saved $600,000 in program revenue

*Developed and delivered new 350 hour program by implementing an Agile/scrum multi-team, project management approach that reduced production time by 50%. Also developed and implemented a Google Apps LMS system that hosts all training materials and resources, and enables collaboration and teamwork on projects

*Led the development of a Google Apps program development and scheduling application that facilitates assignment of resources, reconciles training hours by subject, and improved productivity by 10%.

*Created various revenue-generating digital assets/content from websites, landing pages, social media, and multimedia, resulting in marketing ROI over 1000%

Director of Program Management

Smart Report Cards (SAAS development project)

Initiated project and planned scope management plan; Gathered customer needs and requirements through email surveys, interviews, and originated business idea; Led design and implementation of front & back office systems, and software; Created comment database and report card design; Developed storyboards, processes, and organizational process assets; Managed and directed project work; Monitored and controlled project work; Pre-qualified and selected vendors for website design, development, audio and video procurement

Senior Project Manager

With over 15 years of experience in product development and business transformation, I hold PMP, ITIL, and Lean Agile certifications, and have a proven track record of delivering profitable, customer-centric solutions across various industries.

I am also an author, a strategic product and project management consultant and coach, and an AI and lean agile evangelist. I have written and published three books on lean agile mastery, agile capacity planning, and JQL, and created a course and GPT bots that teach how to leverage the Lean Agile 5 C's framework to streamline business and SDLC processes, improve collaboration, and optimize ROI. I have successfully launched and scaled multiple web and Salesforce programs and products, resulting in 75-700X revenue multiples, near-perfect CSAT scores while refining business and SDLC processes. I am passionate about applying  lean agile principles and best practices to help businesses transform, automate, innovate, and generate superior business results.

AI Consultant and Chief Lean Agile Evangelist

•	Owns the vision, strategy, execution, customer experience, and end-to-end lifecycle management for all product development, project management, digital marketing, web and mobile design and end to end software development lifecycle from requirements definition, design, build, test, and deployment
•	Responsible for definition of non/functional requirements including Voice of the Customer, data capture & analysis, design of UI/UX interfaces, and solutions including AI and digital automations
•	Develop ChatBots for website and social media messaging platforms (fb, WhatsApp, IG, Telegram) for clients
•	Design and implement Voice AI robots that take messages, book appointments, sends URL links, and places orders

Most AI and automation experts are approaching AI backwards.

They start with tools —
“Let’s build an AI agent.”
“Let’s automate this with Zapier, n8n, or Make.com.”
“Let’s connect ChatGPT to Slack.”

But they skip the first and most critical step: defining the outcome.

Without a clearly defined outcome, automations become digital busywork — impressive demos with little business impact.

Here’s the right process every automation leader should follow:

1️⃣ Define the business outcome.
What measurable result are you trying to achieve? Faster collections? Fewer support tickets? Higher lead conversions?

2️⃣ Map the workflow that leads to that outcome.
Identify where time, cost, or human friction slows it down.

3️⃣ Pinpoint the leverage points.
Where could AI or automation enhance decision-making or reduce manual effort without breaking the process?

4️⃣ Then choose the tools.
Only after you understand what and why should you decide how.

AI isn’t the strategy — it’s the amplifier.
When you reverse the order, you end up amplifying inefficiency.

👉 Start with outcomes.
👉 Build backwards from impact.
👉 Let AI serve the strategy, not replace it.

⸻
What’s the most common “AI-first” mistake you’ve seen teams make this year?

Gene Lee

PMO/Project Management and Product Strategy Leader | Operations Excellence | Scaled PMO and PDO to $1B exit | Expert in Balanced Scorecard Governance & Strategic Execution | AI-Driven & Lean Agile Transformation

Open article: Make | AI Workflow Automation Software & Tools by make.com

Make | AI Workflow Automation Software & Tools

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