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

Are you a CXO or strategic advisor? Then take this simple poll...

Gene Lee

Head & VP of PMO/Project Management and Product Strategy Leader | Scaled PMO and PDO to $1B exit | Expert in PMO Set-Up, Governance, Portfolio & AI Product Management | End-to-end SDLC product and project delivery

You're a CXO or functional head. Is becoming profitable by year-end a strategic objective?

A few weeks ago, I was talking with a seasoned Program Manager I’ve known for years.
He’d delivered massive enterprise transformations.
Agile coach. PMI-certified. A total pro.

But he was exhausted.

His days were wall-to-wall meetings: prioritization debates, roadmap misalignment, and status updates no one read.

He told me:

“I spend more time reporting on work than actually driving it forward.”

That hit hard.

Because he’s not alone.
I’ve heard this same frustration from PMOs, Scrum Masters, and Agile Coaches everywhere.

That was the moment it clicked.

This isn’t a talent problem.
It’s a systems problem.

We’ve been trying to execute 2030-level strategies with 1990s tools.

That’s why I built Lean Agile GPT—an AI co-pilot trained on lean-agile, portfolio management, and open talent strategy.

It’s not about replacing professionals.
It’s about giving them their time back—so they can focus on outcomes, not admin.

#Agile #ProjectManagement #LeanAgile #PMO #AIProductivity #leanagilegpt

LeanAgileGPT.com – From Chaos to Clarity

🚨 Most strategies don’t fail because they’re wrong.
They fail because execution falls apart.

I’ve seen it:
Finance tracks one definition of success.
Marketing runs after three “top” priorities.
Ops is firefighting.
HR is juggling culture and cost cuts.
Everyone’s busy.

But few are aligned.

That’s why I wrote my new book:
📘 The Aligned Organization: A Practical Guide to the Balanced Scorecard for C-Suite Leaders.

It’s a no-fluff, practical playbook to help leaders close the strategy–execution gap in under 90 days.

👉 I’m giving away a limited number of free copies before it goes on sale.
- Comment and select your preference “Orange" or "Blue” below.
- Connect with me so I can send it to you.

Because strategy doesn’t fail on paper—it fails in execution.

#Leadership #BalancedScorecard #StrategyExecution #CSuite #stratalign #strategicleadership

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