About Me Feb02

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About Me

 Over twenty three years of solution innovation and thought leadership experience with leading world-class professional services organization in the Energy, Utilities and Communications sector.  Strong Background in managing complex projects and consultative sales approach.

  • A thought leader for Utility of the Future with Smart Grid. Led development of KEMA’s World Wide Smart Grid architecture blueprint (people, process and technology), telecommunications blueprint, security blueprint and integration blueprint.
  • Expert level of understanding of Smart Grid, Smart Meters, Telecommunications Networks, Security and Back-Office Applications.
  • Built national / international smart grid (strategy, business case, deployment planning, risk analysis, regulatory filing, integration planning and business process re-engineering) vertical practice.  Secured strategic accounts across the US and Latin America and developed smart grid solutions and expertise.  Led global consulting services sales team with combined annual business over $100 million.  Managed functional organizations across Development, Marketing, Partner and Consulting Services.
  • Built regional consulting businesses and organizations responsible for sales, P&L, and delivery, growing the business to over $50 million in annual revenue and over $60 million in annual sales with over 50 direct employees.  Increased the group size and revenue by over 100% during a fiscal year and achieved margin dollar performance up to 200% of target.
  • Improved sales, client satisfaction, consulting P&L, and project efficiency through Global Delivery (on and offshore) practices.
  • Led multiple large and complex consulting sales and contract negotiations, and influenced and supported major sales process with consultative sales approach and teamwork.
  • Sold and managed development and implementation of large and complex mission critical business applications for Fortune 500 electric and gas utilities, securing significant follow on businesses.  Demonstrated success in delivering projects on time, under budget with high client satisfaction for multi-year engagements with budget over $350 million and project team over 300 consultants, contractors and client staff.
  • Led business planning and development of industry solutions in Customer Care & Billing,InteractionCenter, Field Service and Asset Management for utilities.  Presented solutions in major conferences and sponsored interest groups and client advisory committees.
  • Managed strategic alliances with major Systems Integrators, software and hardware vendors for joint sales pursuits and delivery.
  • Transformed product focused consulting groups to customer centric solutions organizations.  Have increased value, content and the duration of client relationships.
  • Developed and implemented methods and best practices for project management, distribution automation, smart metering development and implementation, consulting sales and operation, and strategic services.

Professional Experience

EnergyGrid Networks Boise, ID                                                                                         8/2010 – Present

Senior Vice President, Smart Metering and Smart Grid

  • Developed go-to-market strategy for this startup organization with a deep root in the utility industry.  Responsible for managing consulting team, sales effort and partnership strategy.
  • Established partnerships with Fujitsu Telecom and GE Energy to pursue joint Smart Metering project around the world.
  • Led project teams in development of the Distribution Automation process, selection of automation technologies, networks and management systems.
  • Led multiple project teams in development of the Distribution Automation process, selection of automation technologies, networks and management systems.
  • Led a project team in development of a 20 MW solar project including developing the RFP, solution design and Interconnection agreements.
  • Led a multi-national project team in development of a 300 MW coal project including vendor selection, finance package development, selection of contractors and development of the business case.
  • Led the project team in development of future state business process for a large utility.
  • For a large International utility, responsible for development of a detailed RFP and package selection for AMI solutions vendors including AMI meters, AMI network, Backhaul network and MDM system.

 

KEMA Corporation Dallas, TX                                                                                              8/2008 – 8/2010

Director of Smart Grid (North America, South America, Australia and Asia)

  • Led the KEMA Smart Grid practice for the Americas, Asia and Australia
  • Provide global oversight to KEMA’s Smart Grid practice, as well as represent KEMA’s interests in numerous industry and collaborative efforts associated with Smart Grid and related automation topical areas.
  • CPS Energy: Led multiple KEMA teams in supporting this large municipality owned utility in developing its multi-year AMI and Smart Grid program. This support included assessing business and technical requirements for the AMI and DA, telecommunications requirements, IT and OT requirements and business process change requirements.  Developed a comprehensive business case for the company and the regulators for approval.
  • Energisa Distribution Company (Brazil): Led multiple KEMA teams in supporting this major Brazil-based utility in developing its multi-year AMI and Smart Grid program. This project included assessing business and technical requirements for the metering and telecommunications platforms of the AMI and DA, evaluating current state and future state business processes.  Developed five comprehensive business cases for five distribution companies within Energisa group. Also performed technical analysis to reduce theft and improve grid efficiencies.
  • Oklahoma Gas and Electric: Led KEMA team in supporting this large investor owned utility in developing its enterprise wide security program for its CIP, NERC and Cyber-Security mandate. The security program also included OG&E’s AMI and Smart Grid program.
  • NISPCO Energy: Led KEMA teams in supporting this large investor owned utility in developing its multi-year AMI and Smart Grid program. This support included assessing business and technical requirements for the AMI and DA, telecommunications requirements, IT and OT requirements and business process change requirements.  Developed a comprehensive business case for the company and the regulators for approval.
  • Duke Energy: Led KEMA’s efforts to assess Smart Grid options and develop a business case and deployment strategy for this large Investor Owned Utilities in North America. This utility is under a regulatory order to assess AMI options for their gas and electric meter population of 4M+. The analysis included the development of options for integrating AMI into the IOUs legacy IT systems and business processes, as well as the development of its regulatory filing documentation. KEMA is continuing to assist the client in specifying requirements for significant field demonstrations projects, as well as the installation of a Meter Data Management (MDM) system to support this infrastructure.
  • Energisa Distribution Company (Brazil): Led multiple KEMA teams in supporting this major Brazil-based utility in developing its multi-year AMI and Smart Grid program. This support included assessing business and technical requirements for the metering and telecommunications platforms of the AMI and DA evaluating world-wide vendor products and manufacturing processes as potential supply chain partners in future years, developing a strategy for evaluating the risk profiles of candidate AMI and DA vendors and developing an overall Quality Assurance program for the 3.5 year deployment effort.
  • E-On US: Led an effort to develop an AMI implementation strategy for this U.S. utility. The analysis considered multiple technology, geography, and customer deployment scenarios to create an optimal implementation strategy. The identified solution, currently under implementation, is projected to reduce annual operating costs and increase revenue by more than $10M (30% of budget).
  • Energisa Generation (Brazil): Project manager responsible for implementation of Pi-Historian and integration with AREVA EMS solution and Outage Management Solution (OMS).
  • Kansas City Power and Light – Project manager responsible for WMS and OMS/OAS system integration and implementation.

 

IBM Corporation Dallas, TX                                                                                                       2000 – 2008

Principal and Services Sales Leader – Utilities Group

Provided consulting sales leadership, developed and managed energy, utilities and telecom industry initiatives, managed client relationships in complex environments, developed ecosystem of industry leading partners and ISV’s, analyzed growth and cost savings through technology initiatives, ERP software deployment, application portfolio management, enterprise architecture, IT / business alignment, IT governance, IT strategy, and IT organization design resulting in business transformation for multiple clients.

  • Individual consulting sales role with yearly quota ranges from $4M to $250M with a minimum of 35% margin. Exceed sales and delivery quota by 110% for 4 years in a row.
  • Lead the IBM Global Technology Services Energy and Utilities (E&U) division with a total of $450M in sales.
  • P&L responsibilities for the IBM Global Technology Services Energy and Utilities (E&U) division.
  • Responsible for creating emerging network convergent solutions with Cisco and other leading network services companies.
  • Harvested created assets / best practices / shared / transitioned for reuse by internal global teams.
  • Evaluated / developed / negotiated agreements / managed / third-party partners products and services.
  • Responsible for leading the sales team to achieve a sale of $200M Smart Metering project at the CenterPoint Energy. Responsible for identifying the opportunity, worked with the services partners to craft the solution and selling of this strategic opportunity to the C-level executives at CenterPoint. Instrumental in creating the “Smart Grid” solution for CenterPoint.  Subsequently identified and sold over $56M networking projects at CenterPoint. Responsible for implementing program management strategy, plans, methodology, process and tools, including project tracking tools and change management process.
  • At Xcel Energy developed an “Optimal Network for Utilities” strategy and roadmap. This initiative was sponsored by the CEO to develop a strategy which potentially could consolidate or replace all existing utilities network. Worked with the utilities executives and field operations to understand data requirements, mobile systems and devices being used, network architecture and business processes to develop the Optimal Network solution. Responsibilities included gathering and analyzing requirements, defining network and application components, research, working with all Xcel business units to develop the technical design documents, and developing the strategy document.
  • Responsible for selling and deployment of a large RFID meter tracking project at Sempra Energy. Worked with the CIO’s office to develop the business case for the solution. Worked with SAP team to integrate NetWeaver middleware into the solution. Implemented the solution with several partners and business units within IBM. Managed client project team comprised of multiple lines of business, multiple vendors and IBM resources.
  • Project Manager responsible for developing the SAP support strategy for Haldex Corporation with 43 offices and 27 plants throughout the world.  Developed and implemented the worldwide strategy for change management, support process, data management and system support. Worked with the NOC to implement automated alerts and auto-correction mechanisms. Worked with the networking team to identify bottleneck and implement Web-Accelerators to improve the response time.
  • Led a team to conduct market research, technical research and evaluation of new business initiative for Broadband Over Powerline (BPL) and created a $200M business unit within the IBM Global Services including Business Consulting, Technology Consulting, Outsourcing, IBM and business partner hardware and software.
  • Leading a sales team responsible to win a $350M Automated Meter Reading (AMR) solution for Pacific Gas and Electric (PG&E). Worked with multiple products and services units within IBM, ITRON (meter vendor) and technology vendors to develop a comprehensive solution for the customer.

 NetKnowledge Technologies, Dallas, TX                                                                                  1997 – 2000

President and Chief Technology Office

Started a “customer care and billing e-commerce” company focusing on the telecom and utilities industry. Responsible for product development, sales, delivery and staff development.  Developed the first “internet based e-billing and e-payment solution” for the telecom and utilities industry. Successfully grew the company from zero to over $5M in sales with market value of $30M. As a consultant, worked for Excel Communications as a Director of Call Center technologies and also helped Ericsson to start a business consulting business. Developed partnerships with Microsoft, IBM, other key vendors/partners. Evaluated prospective customer specifications, analyzed customers’ needs, and determined if any special or custom software was required.

  • Lead a sales and development team to design and develop first web based customer care and billing solution for the Southern Union Gas Company. Later, this solution was implemented at Mercado Gas Company and Kansas City Power and Light Company.
  • Lead a sales team and development team to design and deploy a property management solution with property service order and invoicing system.

Ernst & Young Management Consulting, Dallas, TX                                                               1992 – 1997

Senior Manager

Started as a manager and promoted to Senior Manager. Responsible for sales, delivery, recruiting and staff development.  Responsible for managing over $5M yearly in consulting revenue  and successfully delivering business process re-engineering and package implementation projects including SAP, Oracle, AMDOCS, PeopleSoft packaged solutions. Responsible for implementing program management strategy, plans, methodology, process and tools, including project tracking tools and change management process. On a weekly basis measured the program progress, providing project matrices to the stakeholders and project sponsors.

Price Waterhouse Management Consulting, Dallas, TX                                                          1989 – 1992

Senior Consultant

Worked as a senior consultant, developing and deploying large customer care, billing, and inventory management software for the Utility industry. Responsible for overall deployment of the consulting projects, business process re-engineering and package implementation including Service 2000 and PeopleSoft packaged solutions. Responsible for implementing program management strategy, plans, methodology, process and tools, including project tracking tools and change management process.

Williams Natural Gas, Tulsa, OK                                                                                                1987 – 1989

Programmer Analyst

Design and developed first 4GL Gas Accounting System for Williams Natural Gas.

 

 

Education, Certification and Membership

 

Bachelor of Science, Management Information Systems (BS)

University of Tulsa, Tulsa, OK

Courses towards Master of Business Administration / Management (MBA)

University of Texas at Dallas, Dallas, TX

Certified Project Manager

IBM Consulting Institute, Dallas, TX

IEEE Member: Institute of Electrical and Electronics Engineers Communications Society

Community Organization
: Board of Directors for the following local and international organizations: Irving Arts Center and HELP (Healthcare and Education Lowers Poverty) Foundation USA. Member of Big Brother and Big Sisters, and actively participate in the United Way Foundation.

 

 

Speaking and Article Engagements:

 

  • Co-Founder of Center for Utility Innovation organization with White House office of CTO
  • Contributing editor to Smarter Utility Knowledge Portal
  • International Metering Conference 2009, 2010 – Miami, Bogota and Rio
  • Smart Grid Conference 2009, 2010, 2011
  • Innovation Leaders Conference 2010, Dallas, Texas
  • KEMA Utility of the Future Conference 2009
  • Customer Intimacy and Billing Conference since 1994
  • Ministry of Energy and Mines, Peru, 2010
  • Association of Brazilian Utilities (ABRADEE), 2009, 2010
  • IBM Management Leadership Forum, 2002-2008
  • Customer Care and Billing Conferences, 1995-2004
  • Published articles and contributed to a Smart Grid books, 204-2010