Columbus, Ohio Metropolitan Area
As an experienced Training Director, I specialize in leading transformation initiatives that drive operational excellence and deliver measurable results. With a proven track record of managing multiple large-scale system integrations, I thrive in complex environments where strategic planning and seamless execution are critical. My expertise as a Subject Matter Expert (SME) in Applied Epic enables me to design and implement training programs that empower teams to maximize system capabilities and improve efficiency. I am passionate about bridging the gap between technology and people—ensuring that every integration not only meets technical requirements but also enhances user adoption and business performance. I’m committed to helping organizations transform their operations and achieve sustainable growth through innovative training and integration solutions.
• Designed and implemented a scalable training program for the enterprise-wide rollout of Applied Epic and its ancillary applications. • Leading a team of instructional designers and trainers, fostering collaboration and innovation to meet project timelines. • Partnered with project managers and IT teams to align training with system workflows, driving user adoption through engaging learning experiences.
Training Program Development -Design and implement a scalable training program for the enterprise-wide rollout of Applied Epic and its ancillary applications including CSR24 and Indio. -Develop curriculum, learning paths, and certification standards tailored to diverse servicing and sales roles. -Establish training governance, documentation standards, and quality assurance processes. Team Leadership -Lead and mentor a team of instructional designers and trainers, fostering collaboration and innovation. -Allocate resources effectively to meet project timelines and deliverables. -Provide ongoing coaching and professional development opportunities for team members. Integration & Change Management -Partner with project managers, business analysts, and IT teams to align training with system configuration and workflows. -Drive user adoption through engaging learning experiences and proactive communication strategies. -Develop post-implementation support plans, including refresher courses and continuous learning initiatives. Stakeholder Engagement -Collaborate with senior leadership to define training objectives and success metrics. -Communicate progress, risks, and outcomes to stakeholders throughout the implementation lifecycle. Subject Matter Expertise -Serve as the SME for Applied Epic, ensuring training content reflects best practices and system capabilities. -Stay current on industry trends, compliance requirements, and emerging technologies.
Integration Planning & Execution -Develop and implement integration strategies for M&A transactions and enterprise system rollouts. -Provide post-merger integration support to ensure smooth assimilation of acquired entities into the organization. -Identify and resolve integration challenges across systems, workflows, and data structures. Training & Enablement -Collaborate with training teams to design and deliver programs for insurance professionals impacted by integrations. -Utilize various instructional methods (workshops, e-learning, on-the-job training) to support adoption of new processes and systems. Risk Assessment & Compliance -Identify and assess risks associated with M&A activities and propose mitigation strategies. -Stay current on industry trends, regulatory changes, and market dynamics influencing integration efforts. Strategic Planning & Change Management -Contribute to the development and implementation of strategic and business plans for integration projects. -Incorporate effective change management processes to drive user adoption and minimize disruption. Communication & Collaboration -Exhibit exceptional proficiency in communication, leadership, team building, and problem-solving. -Partner with cross-functional teams, including IT, operations, and leadership, to ensure alignment and transparency throughout the integration lifecycle. Additional Skills -Strong understanding of M&A processes, risk management, and regulatory compliance. -Proficiency in system implementation and data migration strategies. -Excellent communication, analytical, and project management skills.
Training Program Development -Build a comprehensive training program from the ground up for the AMS platform. -Develop engaging learning content, including e-learning modules, live workshops, and job aids tailored to various user roles. -Establish onboarding and certification processes for new users. Workflow Design & Optimization -Collaborate with business leaders and system architects to design efficient workflows aligned with AMS capabilities. -Document processes and create user-friendly guides to ensure consistency and compliance. -Continuously refine workflows based on user feedback and system enhancements. Change Management & Adoption -Drive user adoption through clear communication, hands-on training, and ongoing support. -Develop strategies to overcome resistance and ensure smooth transition to the new system. Cross-Functional Collaboration -Partner with IT, operations, and leadership teams to align training and workflows with business objectives. -Serve as a liaison between end-users and technical teams to ensure training reflects real-world needs. Continuous Improvement -Monitor training effectiveness and workflow efficiency through KPIs and feedback loops. Stay informed on AMS best practices and emerging technologies to enhance system utilization.