Expert Details

Expert in Business Continuity Management, Business Application Software Assessment & Implementation, Business Process Engineering

Expert ID: 733543 Texas, USA

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Expert retired as Assistant Vice President from a world-class community business management program. His teams worked across the global footprint to prepare for and respond to all types of disasters, from hurricanes and earthquakes, to technology failures, pandemics, terrorism, workplace violence and labor actions. His team was recognized by the US Department of Homeland Security as the first, and only communications company to achieve its Private Sector Preparedness™ certification. In his 36 years of service, he held a variety of Engineering and Operations Management positions, both domestic and international. His background in operations management, strategy, and customer service provides a strong foundation for developing pragmatic and executable business programs. Expert works with clients to increase their organization’s resilience through development of BC/DR strategies, plans, software tools, training and exercises.

Expert was responsible for establishing and managing a world renowned phone company's management program for over 10 years. He supervised a team directing more than 1,000 BC planners and respondents, achieving over $27M in annual insurance premium savings, with $70M in other related annual costs. Applied principles outlined in BS25999, ISO22301, NFPA 1600, FEMA/NIMS, DRI Professional Practices, and Visual’s BC Maturity Model to achieve PS-PREPsm certification status. Implemented Paragon and Fusion Framework™ to mechanize BC planning & response tasks.

In 2008, Expert designed the same world renowned phone company's Global Emergency Management and YesOkay Employee processes to perform corporate-wide incident management. These processes were used to direct activities in disasters of all types, including Hurricanes Ike, Irene, Sandy, and Isaac; Oklahoma City, Birmingham & Joplin tornadoes; H1N1 (Swine Flu) and Ebola; Oakland & Orlando Civil Unrest; Fukushima Nuclear Accident; a complete data center failure, union strikes and other events.

Established a BC Plan Testing Center of Excellence to improve quality of exercises, training and increase responder skills. Designed and conducted tabletop, functional and full-scale exercises from work group, through corporate-wide organizations.

Expert has more than fifteen years background in business application software, primarily in the assessment, selection and implementation of solutions to automate business processes. He developed and implemented strategies for SBC Operations Applications, Center Optimization and Business Process Modeling, transforming SBC from a telephony-based to an IP-based communications company. Directed teams providing application and technical support for enterprise customer service systems, technical documentation and inventory management.

After retiring, he has continued his work in this area, developing detailed feature matrices for Emergency Notification systems, Event Management software and other smaller projects.

Expert has worked with clients to implement:
- An overall, company-wide business continuity management program
- Procedures and training for disaster response, incident management, employee and crisis communications
- Company-wide training programs to allow management employees to perform occupational work during a labor strike
- Selection and implementation of emergency notification, business continuity and incident management software
- Selection and implementation of event management and judging software for small organizations
- Development of a software feature assessment methodology to quantify the fit of different vendors' solutions to business problems

SKILLS:
 Experience managing Business Continuity Programs, Risk Management, BIA, Plan Strategy/Development, Emergency Management, Training, Plan Exercise/Audit, Crisis Communications and External Agency Coordination
 Detailed understanding of Corporate Operations, Processes & IT Systems
 Experience in domestic and international Mergers & Acquisitions
 Skilled in managing teams implementing large projects, including Needs
Assessment, Business Application Requirements, Business Case (ROI) Analysis, Project Management, Performance, and Executive Reporting
 Advanced skills in MS-Excel, MS-W

Expert may consult nationally and internationally, and is also local to the following cities: Dallas

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Education

Year Degree Subject Institution
Year: 1979 Degree: Bachelor of Science Subject: Electrical Engineering Institution: Oklahoma State University

Work History

Years Employer Title Department Responsibilities
Years: 2015 to Present Employer: Undisclosed Title: Principal Department: Responsibilities: Works with clients to establish and advance their Business Continuity, Incident Management, and Disaster Recovery programs. Our specialties include program management, organization and staffing, executive support, HR needs, plans and procedures, system requirements, implementation and training, audits and exercises.

Expert can help plan your company's response to natural disasters, pandemics, technology failures and other types of unplanned events. He can build on your current capabilities to create a pragmatic and executable approach for your organization.
Years: 2005 to 2015 Employer: AT&T Business Continuity (SBC/AT&T) Title: Asst Vice President Department: Operations Responsibilities: Business Continuity Management

Established and managed Business Continuity Management Program, directing 1,000 planners and achieving over $27M in annual insurance premium savings, with $70M in other related annual costs. Professional Practices, and Visual’s BC Maturity Model to achieve PS-PREPsm certification status.Designed the Global Emergency Management and YesOkay Employee processes to perform corporate-level incident management, used them in Hurricanes Ike, Irene, Sandy, and Isaac; Oklahoma City, Birmingham & Joplin tornadoes; H1N1 (Swine Flu) and Ebola; Oakland & Orlando Civil Unrest; Fukushima Nuclear Accident; a complete data center failure, union strikes and other events. Established a BC Plan Testing Center of Excellence to improve quality of exercises, training and increase responded skills.
Years: 1997 to 2005 Employer: SBC Title: Assistant Vice President Department: Operations Planning Responsibilities: Developed and implemented strategies for SBC Operations Applications, Center Optimization and Business Process Modeling, transforming SBC from a telephony based to an IP-based communications company. Directed teams providing application and technical support for enterprise customer service systems, technical documentation and inventory management.
Years: 1995 to 1997 Employer: SBC Long Distance Title: Director Department: Engineering Responsibilities: Directed the Engineering Team responsible for building SBC’s Long Distance Network
Years: 1991 to 1995 Employer: SBC Int'l Title: Director Department: Engineering Responsibilities: Expatriated to Mexico City and assigned to Teléfonos de México Network Operations to implement management systems that prepared them for government-mandated local competition. Led a TelCel assessment team to select a Billing and Customer Care application. Supported SBC M&A due diligence activities in Central, South America and Europe in the areas of capital investment, IT and Human Resources planning.
Years: 1989 to 1990 Employer: SBC Title: General Manager Department: Technology Business Strategies Responsibilities: Developed and supervised the development of business plans and technical requirements for mass-market ISDN, Electronic Yellow Pages, Voice Activated Custom Calling and Integrated Voice Response applications. Developed technical and strategic systems plans for integrated telephony and cable TV services for SBC’s international operations in England and Mexico.
Years: 1980 to 1989 Employer: SBC Title: Various Engineering and Operations Management Department: Responsibilities:

International Experience

Years Country / Region Summary
Years: 1989 to 1995 Country / Region: Mexico Summary: Director, Operations, responsible for re-engineering business operations and implementation of application software at Telefonos de Mexico.

Additional Experience

Expert Witness Experience
Provided testimony regarding Operations Support Systems in Indiana, Ohio and Texas on behalf of SBC Communications to the state public utility commissions.
Provided testimony regarding labor issues during arbitration with the International Brotherhood of Electrical Workers in Illinois.

Language Skills

Language Proficiency
Spanish 50%+ oral and written

Fields of Expertise

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