Toronto, Ontario, Canada
Client-focused Information Professional with more than twenty years' experience designing, supporting and delivering information management solutions with a key emphasis on SharePoint and Microsoft 365. Expert in document and records management, information lifecycle, data privacy and security, conducting needs assessments and information audits. Highly effective in collaborating with others across functions, using excellent interpersonal and communication skills. Focused on identifying and implementing process improvements to achieve improved results. Demonstrated experience in preparing end user communications and delivering training to advanced and beginner audiences. With a master's degree in Information Studies and multiple Microsoft certifications, including SC-401: Information Security Administrator Associate, I bridge the gap between Information Technology and Information Management. Most recently, I am providing technical leadership across Microsoft Purview capabilities, including Data Loss Prevention (DLP), Information Protection, Information Governance, Records Management, eDiscovery, Audit, and Compliance Manager. Additional expertise in: Conducting needs assessments, Requirements Gathering, Training, Negotiation, Problem solving, Content & Curriculum development, Editing for the web, Providing customer service and meeting end user needs.
Trusted advisor to enterprise customers designing and operationalizing Microsoft 365 security, compliance, and information governance solutions, with deep specialization in Microsoft Purview. - Architect and deliver end‑to‑end solutions across Exchange Online, SharePoint Online, OneDrive for Business, and Microsoft Teams, aligning technical design to regulatory, legal, privacy, and business risk requirements. - Provide technical leadership across Microsoft Purview capabilities, including Data Loss Prevention (DLP), Information Protection, Information Governance, Records Management, eDiscovery, Audit, and Compliance Manager. Guide customers through complex scenarios involving data classification, sensitivity labeling, encryption, retention, defensible deletion, and investigation readiness. - Design and validate enterprise‑scale DLP and information protection strategies, balancing security controls with collaboration, productivity, and user experience. Advise on tenant‑wide policy scoping, exception handling, alerting, and operational governance. - Support customers with information architecture reviews, technical workshops, and proof‑of‑concepts, enabling confident transition from design to production. Partner closely with security, legal, privacy, and IT stakeholders to translate compliance obligations into practical, supportable Microsoft 365 architectures. - Known for a customer‑first, outcome‑driven approach, strong systems thinking, and clear communication across technical and non‑technical audiences. Focused on solutions that are scalable, operationally sustainable, and aligned to real‑world business needs.
Technology advocate and process improvement champion. Acting as SharePoint Architect, responsible for the overall SharePoint Online roadmap and information governance for University of Toronto including tenant administration, governance plans, best practices, training, support model and information architecture recommendations. Working directly with clients across campus to design and build productive SharePoint sites leveraging the Microsoft 365 suite of tools. - Business analyst and project manager on client projects, leading workshops and focus groups to uncover customer challenges and advise on solutions using Microsoft 365 - Improved site provisioning process by streamlining requests, creating standardized themes and site designs, and implementing naming standards - Developed and delivered custom training to site owners and end users. Launched internal training and information management resource portal as part of ongoing Centre of Excellence - Planned and conducted enterprise content migration activities to SharePoint Online using ShareGate, SPMT and Migration Manager, which enabled clients to retire multiple legacy SharePoint systems and achieve efficiencies through software consolidation - Developed roadmap for improving information governance using Microsoft Security & Compliance features such as retention policies, sensitivity labels, data loss prevention policies.
Provided guidance and advice for enterprise electronic document services by developing solution recommendations and guidelines for the usage and ongoing maintenance of electronic document management systems. - Prepared best practices documentation and training material in order to foster successful implementation of document management within units, including specific guidance on permissions, naming conventions, and the application of metadata - Streamlined system selection process by conducting detailed evaluation and analysis of multiple EDMS solutions, including SharePoint and Alfresco, based on needs assessments - Directed implementation of Alfresco DMS for enterprise proof-of-concept
Implemented content within Parks, Forestry and Recreation division’s internet and intranet sites (www.toronto.ca/parks) using OpenText WCM, ensuring accuracy and relevance. Provided evaluation and analysis of web use statistics. Provided expertise and developed guidelines for the structure of information within applications and systems. - Ensured web content is fully accessible, accurate and responsive by monitoring and enforcing adherence to web development, copyright, AODA, SEO, and internal city style standards - Designed and implemented pilot SharePoint 2013 portal for intranet content and collaboration to improve and encourage knowledge sharing. Conducted informal training and provided coaching to pilot users. - Consulted with business units and project teams to develop and implement content on city website in a timely manner
Provided internal training, coaching and oversight on Knowledge and Document Management practices, use of SharePoint features, QA best practices, and requirements gathering. Designed, implemented and stewarded QA process for multiple internal web-based and e-Commerce applications, including SharePoint, which reduced coding errors, security vulnerabilities and shortened time to market. - Ensured smooth, consistent adoption of KM and SharePoint practices across the IT Department by acting as early adopter, subject matter expert and trainer for corporate-wide introduction of Microsoft SharePoint. - As SharePoint site administrator, improved collaboration by developing and implementing information policy and organizational standards for information resources, including conducting information audits, creating information roadmaps, stewarding migration of records from legacy systems, managing retention and defining workflows according to corporate retention schedules - Technical Lead for enterprise-wide introduction of Microsoft Business Intelligence platform. Activities included creation of schedules and estimates, preparation of checkpoints and communication to stakeholders, project stewardship, overseeing implementation of hardware, creation of user manuals and training to support personnel - Project Lead for IT project to design web-based interface to monitor network availability using SharePoint: activities included creation of schedules and estimates, preparation of checkpoints and communication to stakeholders, project stewardship, overseeing implementation of hardware, creation of user manuals and training to support personnel.
Provided problem resolution, day-to-day support and development for a variety of internal enterprise applications. Technologies included: webMethods, EDI, and corporate internet and intranet. Acted as technical lead on projects: gathered requirements, designed interfaces, liaised with internal and external business clients. Negotiated with internal business units to refine needs and expectations, and identified opportunities for process improvements. Participated on project teams, providing scope and work estimates. - Performed analysis of business and system requirements for Intranet, webMethods and mainframe EDI, and developed comprehensive requirements documentation which shortened development time - Coordinated UAT phase of new applications by assisting business with preparing test plans, minimizing the need for multiple releases - Reduced setup effort for new trading partners and encouraged re-usability by standardizing application design flows for B2B applications - Architected global error handling model that improved error tracking, reduced emails and reduced manual effort of support staff - Business Venture Manager and Technical Lead on $100K project to design and implement custom regression test framework for B2B application, reducing manual testing effort; included framework design, managing resources and project stewardship - Followed rigorous project management life cycle to design and implement custom regression test framework for B2B application, reducing manual testing effort - Improved communication with internal and external business clients through co-operative workshops and more timely updates which identified and resolved issues, reduced financial impact of problems and accelerated setup of new trading partners