What I Do
When companies merge, acquire, or reorganize, their systems rarely cooperate. HR platforms don't talk to payroll. Recruiting tools are fragmented across business units. Financial reporting breaks when org structures change. Someone needs to walk in, diagnose the mess, design the consolidation plan, and either execute it or hand it off with a clear playbook.
That's what I do. I've done it at a global automotive manufacturer, an international law firm, a Fortune 50 bank, and an independent medical practice. The scale changes — the methodology doesn't.
Who This Is For
- Private Equity and Venture Capital firms conducting post-acquisition system audits and integration planning
- Mid-market companies consolidating HR, payroll, or operational systems after M&A
- Enterprises migrating to Workday or consolidating legacy HRIS/recruiting platforms
- Expert network clients seeking technical-financial crossover expertise for due diligence
Track Record
Toyota — E2E Workday Recruiting
Led the implementation of End-to-End Workday Recruiting across Toyota's entire North American manufacturing footprint. System supports 100,000+ applicants. Served as Product Owner for the scrum team. Managed agile transition from Azure to Jira.
Toyota — International Implementation
Key HR Technology representative for Toyota do Brasil's Workday implementation. Coordinated with KPMG, managed cross-functional dependencies across IT, Security, Legal, and vendor onboarding.
Toyota — Greenfield Battery Plant
Completed systems analysis and delivered MVP for a new manufacturing entity. Represented HR Technology in program workshops and to executive leadership.
Locke Lord — ADP-to-Workday Migration
Led the merger of two HR systems (ADP HRB + Workday HCM) into a single Workday instance, converting five years of historical data at an international law firm.
Bank of America — Regulatory Compliance
Directed senior analyst team on FHFA compliance reporting across default mortgage servicing. Built 9-KPI dashboard. Approximately $250M in savings through operational effectiveness.
Motorola — R&D Innovation
3 patent disclosures filed. Published in IEEE Sarnoff Symposium. Demo'd WLAN-cellular session mobility to Fortune 200 companies. 7 years of engineering leadership.
The Scarcity Premium
Most consultants in this space are either technical (they understand systems) or financial (they understand deals). Very few are both. My background — BE in Electrical Engineering, MS in Computer Science, MBA in Finance & Accounting from Kelley, plus hands-on operational experience running a medical practice and managing real estate investments — means I can audit a system, assess its financial impact, and design the integration plan without needing three different consultants.
Expert Network Availability
I'm available for expert consultations through major platforms including GLG, AlphaSights, and Guidepoint. If you're a PE/VC analyst or portfolio operations team evaluating a target's system landscape, I can provide rapid, informed perspective on integration complexity, timeline, and risk.
Keywords: Post-Acquisition Integration, Workday HCM, System Governance, M&A Due Diligence, Healthcare Operations, EHR Optimization, Revenue Cycle Management, Operational Risk Assessment, HRIS Consolidation.
Engagement Models
- System Consolidation Audit: 2–6 week diagnostic of current-state systems, integration plan, and risk assessment. Fixed project fee.
- Integration Advisory: Ongoing strategic guidance during the integration execution phase. Monthly retainer.
- Expert Consultation: 1–2 hour calls for PE/VC due diligence or technical-financial evaluation. Through expert networks or direct.