Profile and Work Experience
For over two decades I have used both best-in-class software engineering techniques and modern management methods to grow ecosystems of high-performing technology knowledge workers. My mission in life is to help technology knowledge workers be awesome at what they do.
Over the last 5+ years I have directed my initial passion for agile software engineering to create a globally recognized Lean-Agile enterprise transformation consulting and advisory service offering. This offering is aimed at enabling technology business clients to thrive in a world of high variability and market uncertainty. The offering, known as Deloitte Lean, is now recognized as the international hub for leading-edge Lean and Agile thinking within the Deloitte firm.
As part of my role in leading the service offering, I play an executive and strategic leadership role in large-scale, lean-agile, organizational transformation initiatives, and structure the governance and delivery model for a number of extremely large, 100M+ delivery programs within the firm. Over the last several years, I have assembled a top-notch team of passionate technology knowledge workers. Far from being a process only shop, this team is focused on enabling leading edge capability across a diverse range of topics for our clients and within Deloitte.
Domains of expertise that I lead range from:
Perhaps my proudest accomplishment during this time has been the development of this capability within a more conservative consulting organization, creating a dynamic, leading-edge startup style subculture within Deloitte. Growing this culture and capability within Deloitte has been challenging, but has resulted in a number of exciting and leading edge opportunities. Some of these accomplishments include:
I am looking for opportunities to continue to apply leadership and strategic thinking to the business of technology innovation. I work best when working with both highly technical and highly creative leaders and teams. An ideal environment for me would be one where value is placed on being able to create the focus required to solve problems typified by new, untested markets, and uncertain requirements. An ideal roll be one where I can enable a highly creative, co-creative, and learning organization; typified by smaller/cross functional teams of highly talented management, creative, and engineering professionals. I am looking for opportunities to grow of value creating an environment where the line between technology, design, and business expertise is blurred. An opportunity where I can help organizations create business and technology innovation capability at scale.
In my opinion a resume can only do so much to communicate one's value proposition. If interested in learning more, aside from contacting me, feel free to look through some of my work available online. Of these I’m most proud of is the publication of the Lean Change Method. The method, and supporting book, is my attempt at capturing the best way to run large, complex organizational transformations. The Lean Change Method applies Lean Startup techniques such as validated learning and customer co-creation to the organizational change management domain. The book can be found at book.leanchangemethod.com.
I also blog frequently on topics relating to lean and agile transformation at leanchangemethod.com, feel free to look there to understand my ethics, working style, and past accomplishments.
Finally, I have attached references to a number of presentations based on the work that I might team have done in the past feel free to peruse any of these at your discretion,
I continue to present at numerous conferences, and have been nominated for a Brickell Key award, and is a founding fellow of the Lean System Society.
Professional Capability, Experience, And Qualifications
Management and Transformation
Kotter Change Management, Organization Design, Lean, Kanban, A3, Kaizen, Gamification, The Lean Change Method, Management 3.0, Value Stream Mapping, 5 Whys, Organizational Design, Value Network Design
Product Delivery Methods
Business Model Generation, Lean Startup, Customer Development, Product Delivery Flow
Software delivery methods
Agile, Scrum, Extreme Programming, Domain Driven Design, Behavior Driven Development, Agile Modeling Method, Test Driven Development, Continuous Integration, SOLID, etc. EUP\RUP, CMMI
Architecture: Solution, Integration, Application, Enterprise
Languages & Products: NodeJS, Ruby, Python, Spring, C#/.Net, Java/EE, Tomcat, Jboss, Weblogic, Websphere, TeamSite, Tuscany,Ant,Junit, Cruise Control, HP OpenView, TogetherSoft, RSA, Tibco, SOA, ESB, WSDL, REST, OOA\OOD, Design Patterns AOP,
Check Jeff out online @
IT Transformation; Industrial Supply
Led the Lean-Agile and Devops technology transformation for client (known as Enterprise Services) a 1000 FTE organization, leveraging a mixture of technologies including Hybris enabled e-commerce and extremely complex SAP enabled logistics solutions, Responsible for leading a team of 12 Agile consultants and 4 client agile coaches assigned to modernizing the methods, team structure, governance, delivery lifecycle, and infrastructure and operations of client IT
Led the team to facilitate workshops, educational sessions, design JADs, coaching and mentoring, etc. necessary to enable successful design and adoption of this brand-new way of working. Some of the key components included continuous flow through Kanban, a new Agile/Devops operating model, opportunity ideation using lean startup/validated learning techniques, evolutionary architecture @ scale, and brand-new team structure for almost 1000 FTES.
Built and managed a pool of key stakeholders who formed an Agile CoP made up of champions, leaders, and design authority team to enable the new model. Led the COP to enable the organization to adopt appropriate governance/reporting, portfolio management and program management taking advantage of concepts such as Beyond Budgeting, Portfolio Kanban, and lean–flow metrics and reporting.
Implemented new roles and responsibilities across the organization, providing explicit design, coaching and mentoring a number of roles including Agile Teams, Product Owners, Scrum Masters, Lean Architects and Devops engineers.
Personal duties included acting as the senior subject matter expert and strategic thinker for the transformation, coordinated communication and feedback across sponsors, stakeholders in the team, mentoring individual managers, consultants, and coaches within our team, and structuring the overall engagement.
Large-scale program delivery; Energy
Responsible for the design and adoption of a Lean-Agile delivery, governance, and ideation model on a large-scale (150 million+) program at client. Playing the role of an Executive Scrum Master, lead a team of Chief Scrum Masters each assigned to an explicit thread within the program. Each Chief Scrum Master, was responsible for alignment, mentoring and coaching, and overall quality of a specific thread within the program, interfacing with 4-6 Scrum Master each.
Led the team to take responsibility for ensuring that teams were able to adopt lean and agile techniques that make sense for their context. Practices adopted included techniques such as scrum, story exploration/story mapping, XP/ code craftsmanship style technical practices, just-in-time architecture, team and program level Kanban.
Led the effort to provide continual analysis of team productivity, bottlenecks, impediments, and risk, socializing actionable insight as required to continuously improve performance of the entire program. Executive level program dashboards were used to socialize continual change in direction as required by the latest information.
Other responsibilities included QA on artifacts as they pass through the delivery lifecycle, ownership of the system of work (including program wide definitions of done), socializing the governance and delivery mod el with executive stakeholders and external integrators.
Led the effort to introduce Lean Startup /Lean UX/Design Thinking to the ideation stage of the program. Enabling business and technology stakeholders to leverage an experimental design, validated learning mental model on a large-scale program.
IT Transformation; insurance/public-sector
Led the application delivery components of IT transformation. Completely transformed all capability relating to the complete software delivery lifecycle, including architecture and portfolio management.
Provided advisory services to direct the refresh of supporting processes, including help desk, infrastructure services, procurement, and problem/change management.
Worked with IT executive leadership, management, and staff to change the skills, mental models, and culture of a 250+ FTE IT department to leverage lean thinking and agile methods at scale.
Managed a portfolio of lean/agile adoption initiatives. Select initiatives included :
Executed change initiative using The Lean Change Method, an agile transformation toolkit invented by our team. Lean Change is inspired from the lean startup method.
Product Delivery Organization Transformation; Finmancial Services
Played the role of Senior Methods and Capability Expert, leading the effort to design and implement a modernized product delivery capability for a Financial Services product company. This capability refresh included retooling all aspects of the delivery lifecycle, project management lifecycle and the software delivery lifecycle. Worked with product managers and marketing to enhance the product delivery lifecycle through adapting lean startup and business model generation techniques.
Enhanced the project management lifecycle through the introduction of lean and kanban techniques. Introduce the notion of Management 3.0 through explicit executive and manager training. Revamped the software delivery lifecycle to take advantage of agile management and technical practices.
Oversaw the adoption strategy of agile delivery practices, leveraging the Lean Change method, sequencing change as a discrete set of Minimum Viable Changes, leveraging an iterative change approach that supported flexibility and learning.
Facilitated key training sessions at executive, director and management level
IT Transformation; 12 months; LRC; Solutions Services - Factory Transformation Engagement; Public-Sector
Led the LRC (Land & Resource Cluster) software factory transformation engagement. Worked with IT delivery leadership and management to design processes, interaction models, continuous improvement framework, SDLC, tool strategy, and work policy framework for a 250+ FTE IT department.
Leveraged Lean/Kanban, systems thinking, and agile tooling to develop the process and operational components necessary to transform the IT organization into a shared service/factory model. Led the effort to develop a supporting financial model, and organizational transformation plan, which included change management, tooling and other roadmap items.
Led the execution of the various lean and agile related components of the transformation, including successful adoption of an enterprise wide continuous improvement framework, metrics, Kanban, and quality management office.
IT Transformation; Transformation; Public-Sector
Provided Leadership, advice, and guidance necessary to helping client, a 350+ FTE IT department) move forward on their IT 2.0 vision. Led the effort to design an optimized intake , governance, and prioritization mechanism. Led the effort to define end to end value stream maps and value creation networks encompassing all aspects of the delivery process including, business relationship management, architecture, delivery, operations, and maintenance. Provided agile/lean/kanban training and piloting/adoption services.
IT Transformation lean methods; Delivery Metrics And Coaching; Financial Services
Completed a software development model assessment and recommendations engagement. Facilitated various value stream mapping, capability assessments and other sessions necessary to get an understanding of current delivery approach, top pain points, and recommended improvements. Defined a future state value stream based on recommended improvements. Work with client to set up a Kanban visual tracking board including the definition of work types, work in progress limits, and supporting software delivery policies. Oversaw the effort to define a supporting metrics framework to provide a "compass" for continual improvement based on measuring cycle-time, lead-time, work in progress, and failure intake.
Systems Development: 6 months; Cablevision; Optimum Mobile -Network management integration Agile PMO & Coaching; Telecommunications
Led a team of coaches to institutionalize agile processes on a large scale delivery project. Project was supporting the integration of an entirely new mobile product line for a large-scale telecommunications company. The team was responsible for managing the end to end delivery process. Technologies included Tibco, JBoss, and a suite of network communication protocol servers.
Analyzed all existing requirements using a "just good enough modeling approach" necessary to accelerate start of delivery. Coached both the management/architecture team as well as core delivery team on the use of numerous agile practices including Kanban, Agile Modeling Method, Behavior Driven Development & Scrum.
Performed value stream mapping sessions to define the optimal delivery supply chain necessary to delivering value just in time. Performed lean oriented tracking of all work, providing executive level dashboards and real-time decision-making capability. Ran operational reviews, facilitated agile modeling sessions, and provided strategic direction to all coaches on the project.
IT Transformation; 4 months; ICBC Integration Competency Center definition & set up; Public Sector
Led the effort to define the people, process, and technology components of the Integration Capability Center (ICC) necessary to support a 500m+ multiyear legacy renewal & transformation project. Objectives of the engagement included defining the overall operating model, governance strategy, technology vendor assessment for ESB/SOA tooling, initial enterprise integration analysis, and change management/organizational recommendations. Facilitated various workshops with ICBC leadership stakeholders including Transformation Program executive leadership and ICC management.
IT Transformation; 4 months; LEAN Solution Factory Visioning & Roadmap; Public-Sector
Managed the client’s LEAN solution factory engagement. Interacted directly with all levels of IT staff, (CIO to developer) to understand cluster context, issues, and objectives necessary to defining a vision and roadmap for the delivery of business technology solutions using lean factory concepts.
Conducted numerous interviews, training sessions and executive workshops. Facilitated collaborative process improvement sessions using value stream mapping techniques. Led the effort to define and evaluate solution factory capability maps, objectives, and key principles.
Led the team to develop a multiyear transformation roadmap covering components of organization and change management, changes in roles and responsibilities, new tooling, and new practices. Leveraged the Deloitte LEAN framework throughout the engagement
Software Process Improvement; 4 months;.Net COE testing gating process, operational deployment, and process improvement ; Public-Sector
Worked with a group of senior architects to provide a metrics-based gating mechanism and TFS process template that would define how application quality could be verified using metrics-based indicators as to when hosted applications could be promoted through the various environments within the the.Net COE. Provided oversight on the team responsible for installing platform software for the first go live environment. Provided guidance to a dedicated stream leveraging lean techniques to provide both short term and longer-term fixes for an improved customer experience for .Net COE
Solution Architecture; 6 months; Supply-Chain Optimization 7 (SCO7) Systems Development ; Retail
Solution architect for large-scale supply chain transformation program. Responsible for interfacing with the enterprise architecture group to ensure that the sco7 integration architecture met with Rona EA standards and direction, and to represent EA interests on the project. Played a key role in helping the EA team adopt more rigorous and collaborative management and design techniques based on agile principles and practices. Provided software delivery mentorship and guidance to the technical team, helping to establish some of the iterative and test driven practices used during the engagement.
Systems Development and Architecture; Energy
Led the architectural review of the enterprise integration platform for the subsidiary of a large energy company that was to be spun off into a separate business entity. Conducted a need/gaps assessment against target platform interoperability requirements. Assembled a high performing team and led the architecture, design and implementation of the.Net 3.0 SOA solution. Played a key leadership role in helping the client to leverage Agile software development techniques to optimize their software development capability.
Systems Development; Financial Services
Client was midstream in a large-scale risk management implementation project. Initiative was under threat of going off the rails, and failing to meet expected timelines. Led the effort to restructure the delivery model to support a more iterative and lean approach. Restructured the plan, delivery approach and team leveraging Agile approaches to ensure that the project would be delivered according to original timelines and with an expected scope.
Solution Design & Implementation Planning; Education/Public Sector
Led the solution design for a $25 MM provincial loans and grants system modernization program. Directed the complex domain-driven analysis and design of a catalog of 7500+ unstructured business requirements which resulted in a comprehensive functional model and analysis model. Coached and led the team to leverage a number of agile modeling approaches (Domain Driven Design, Class Responsibility Collaboration cards, Use Case Modeling, etc.) resulting in a best-in-class deliverable that was able to articulate the business in a form that was understandable by business stakeholders, as well as crucial for software architects and software developers to enable downstream delivery. Conducted solution review sessions which were exceptionally well received by a wide stakeholder group. Led the estimating and implementation planning for the Web and Enterprise Service Bus components of the overall solution. Evangelized the use of Web 2.0 tools (wikis, blogs) to enhance cross-team collaboration.
Systems Development; Financial Services As the Lead Software Architect, led the specification, design, development and adoption of a robust, maintainable and interoperable SOA platform for a major Canadian bank. All documentation and code was developed using an iterative, agile approach. Artefacts were developed consistent with the Rational Unified Process and were modified to facilitate a SOA approach including Service Architecture Documents, Service Use Cases, Service Design Documents, etc. Trained and led a core team from the Enterprise Architecture Office in agile and lean software development techniques necessary to develop and deploy services for a Latin American business unit. Developed the roadmap for enterprise adoption with the objective of establishing the de facto SOA standard and platform for both commercial and international banking. The SOA platform was based on open standards and open source technologies that aligned with IBM's SOA strategy including Tuscany, Spring, Axis, Java EE, Web Services Interoperability (WSI), Service Component Architecture (SCA), and IBM WebSphere DataPower SOA Appliances.
Software Engineering; Financial Services Led the re-engineering of software development frameworks and processes as part of the IT organization transformation for a major financial management organization. Redirected the IT organization to support newer service, component and object-oriented technologies using structured and iterative techniques.
Software Process Improvement; Audit Services Developed a tailored SDLC framework to be used by multiple programs within the client Global IT group. The framework incorporated elements of the Rational Unified Process, Extreme Programming, Agile Modeling Method, and SCRUM and included detailed processes with sample timelines, and descriptions for phases, iterations, disciplines, roles, and artefacts.
Software Process Improvement; Audit Services Implemented the Rational Unified Process for an in-flight client Global IT project. Led the re-engineering of unstructured requirements into use cases, and conducted visioning sessions with key stakeholders to incorporate future extensibility and interoperability requirements. Re-estimated the technical delivery effort using function point techniques, and led the analysis and design phase. Directed the creation of analysis and design models based on use case realizations centered around architecturally significant functionality.
Technical Readiness Assessment and Planning; Public-Sector Led the Technical Readiness Assessment for an in-development public-facing web application with supporting infrastructure and processes for a federal government agency. Established the target state architecture and processes, and developed a roadmap to achieve the desired end state. Facilitated the execution of several key recommendations including successful completion of performance testing, application architecture and code reviews, and implementation of an operations dashboard.
Architecture Assessment Public-Sector Led the architecture assessment of a public-facing records management system for a provincial health agency. Developed an architecture roadmap to implement the resulting recommendations.
Systems Engineering and Architecture; Public Services
As the Lead Architect for a multi-year IT Transformation program to re-engineer expenditure management across the Federal Government (yearly operating budget of $5 MM), directed the technical delivery of four highly extensible and integrated Microsoft .NET-based web applications. Leveraged analysis patterns to implement a highly volatile and complex set of requirements. Adapted the Rational Unified Process (RUP) and agile practices to meet the needs of a more light weight and agile development environment. Established a scalable component-based architecture to rationalize and expose application services to a wide subscriber-based across the government. Implemented continuous integration to facilitate parallel development amongst multiple development teams operating against an enterprise code repository. Directed several design and development teams (total pool of 40+ technical resources at peak) to perform use case-based iterative analysis and design followed by test-driven development. Led all software estimation, release planning and deployment efforts for the entire program.
Systems Development and Architecture; Telecommunications
Performed the following responsibilities as a lead architect:
Systems Development; 34 months; Insurance
Led the design, development and implementation of system modules related to the transformation of a legacy system to a web-enabled platform for a major insurance provider. Evaluated various implementation options leading to final approval to utilize the Java/J2EE framework. Also implemented system modules for multiple Intranet applications based on the Microsoft DNA framework including a sales force automation application used by field personnel to highlight various individual life insurance products to prospective clients.
Systems Development; 27 months; Financial Services Founded a software consulting firm that provided software implementation services to the investment management business of a major Canadian bank. Delivered a client-server portfolio management package catered towards financial advisors, and provided training to enable adoption.
Professional Affiliations / Certifications
Kanban Certified Practitioner – Advisory Board
Lean System Society Founding Fellow
Brickell Key Nominee
Sun Certified Java Programmer
Microsoft Certified Solution Developer
Canadian Securities Course