Shashwat Mehrotra

• Collaborate with senior client leaders (including C-suite, VPs and Directors) on aligning their technology strategies with their business objectives and setting up and executing large-scale, complex digital transformations ($50Mil-$100 Mil+) successfully from strategy through execution and value realization by providing technology strategy and governance, transformation risk advisory and program management services
• Manage strategic client relationships, project delivery (including engagement scope, financials and risks) for multiple consulting projects, supervising several resources in client engagements, business development and thought leadership efforts to ensure on-time, on-budget and high-quality delivery of work products
• Lead people development pillar for 40+ team globally - accountable for hiring, onboarding, performance management, professional development and diversity & inclusion initiatives for the team
• Key engagements led:
• Cloud ETRM System Implementation: For a Canadian integrated oil & gas company, served as Program Manager for a $75+ million cloud energy trading system implementation for its trading organization. Directed a program team of 50+ including senior workstream leads from client and vendor resources. Managed engagement scope for multiple projects, integrated program schedule, budget and risks, including mentoring and developing junior consultants to ensure on-time, on-budget and high-quality delivery. Facilitated effective scrum of scrums as a Senior Scrum Master and brought Kanban boards and agile ways of working to the project, serving as an Agile Coach for different workstreams. Managed dependencies across teams, helped prioritize key features for delivery, held client and vendor stakeholders accountable and ensured that key issues and risks were mitigated. Effectively managed a fully virtual, distributed project team and delivered a successful go-live.
• Cloud ERP Business Transformation: For a leading North American energy services company, led workshops to establish business requirements, facilitated vendor demos, selected a cloud ERP system, and presented business case and technology roadmap for implementation. Managed PMO for $50+ million Oracle Cloud implementation project enabling client’s front & back office (including Sales, Finance, Supply Chain, HR, Field Operations, & HSE).
• Enterprise PMO Advisor: For a leading Canadian energy transportation company, led the development of key enterprise portfolio management (EPMO) artifacts and templates such as business case, prioritization and benefits realization framework, program stage gate, agile principles and briefing, helping enhance the maturity of client’s EPMO function towards effectively supporting a growing portfolio of transformation programs.
• Cloud ERP Transformation Risk Advisor: For a large integrated oil and gas client, led the planning and execution of strategic risk assessments and quarterly health checks for a $125+ million cloud ERP transformation program, helping in proactively identifying and mitigating key program and technology risks that enhanced the client’s capability to effectively close key gaps and ensure successful deployment and benefits realization of the new solution. Collaborated with senior leaders and subject matter specialists and presented findings and recommendations to program leadership and Executive Steering Committee group, providing overall guidance and ongoing risk advisory for the transformation program.
• Finance Transformation Program: For a large insurance client, managed the Transformation Management Office setup for a multi-million digital transformation program. Led the setup of governance structure, established PMO standards including decision management and risk contingency framework and brought different project teams from multiple vendors together under an integrated program plan. Developed a TMO toolkit including RAID log, outcomes and milestones tracking, change control process and 360° value realization framework.

• Collaborated with senior customer leaders (CTO/CIO/CISOs) and Microsoft & Partner ecosystem stakeholders in delivering leading-edge digital solutions and ensuring customers’ successful adoption and use of Microsoft’s cloud technologies (including M365, Power Platform, Azure Sentinel/Defender) and value-based delivery of managed intellectual property such as Microsoft’s Cloud Adoption Framework and Developer Support for DevOps
• Oversaw project delivery and customer experience for 10+ strategic Education customers for Microsoft by managing digital transformation projects and maintaining strong customer executive relationships
• Led customer success and account planning for a large healthcare organization, addressing the strategy for operational health improvement of customer’s IT infrastructure and hybrid cloud adoption, aligning customer’s business priorities with various delivery projects and KPIs for value realization

• Advise C-suite clients on evaluating, adopting, and implementing new technologies at scale to enable bold business agendas pursuing sustainable growth, better customer service, and greater shareholder value
• Lead and support teams in responding to RFP/RFIs providing previews of solution, approach, delivery team structure and financials to clients; recently led the cloud operating model and transformation management office pillars for RFP response of a multi-million cloud-based digital transformation for a large Canadian Telco client
• Led Innovation Pod for Western Canada’s Technology Consulting team; supervised lunch & learn efforts in technology innovation topics including Cloud, AI/ML, Blockchain and IOT for Accenture community
• Key engagements led:
• Merger Integration Program: For a multi-billion transaction of client’s acquisition of a US based utilities company, collaborated with client’s CIO, senior IT leaders and Integration Management Office in the IT/Finance integration stream; responsibilities included management of day-to-day integration plan for Day-1 initiatives, project status and budget reporting and facilitating key decisions throughout the integration program. Supported the calculation, tracking and reporting of synergy benefits to various governance bodies involved in the program
• IT Strategy and Due Diligence: For a leading Canadian energy & utilities client, led a team to analyze client’s IT landscape, and recommended cost optimization and technology modernization initiatives supported by a multi-year strategic roadmap and business cases worth $40M for the business; initiatives included transforming its cloud operating model, factory-based delivery for accelerated cloud migration, and scaling Agile & DevOps practices across enterprise to accelerate technology deployments
• Program Assurance for Business Transformation Program: For one of Canada’s largest education organization, served as the engagement lead to provide program assurance services for a $150 million business transformation program aimed to transform the university’s business operations and improve their student and employee experience. Advised and presented to senior leadership including program co-chairs, CIO and Registrar, conducted program assurance reviews and go-live readiness focused deep dive to ensure program delivery excellence
• Scaled Agile Transformation Advisor: For a public sector financial services client, led a team to advise on client’s adoption and rollout of Scaled Agile Framework (SAFe) methodology for establishing multiple products across their enterprise in transitioning to a product-based operating model. Reviewed the transformation business case, enterprise technology roadmap and implementation strategy for productization and made strategic recommendations for improvement based on leading scaled agile practices including areas of lean portfolio management, lean-agile budgeting and enterprise agile governance
• Enterprise Architecture & Cloud Capability Assessment: For a midstream energy client, worked with IT leadership to conduct maturity assessment of its EA and Cloud capabilities, developed a target state EA and Cloud Operating Model and developed a strategic roadmap with prioritized list of EA and Cloud initiatives to achieve the target state

• Advise clients on technologies and strategies in alignment with their strategic goals
• Manage engagement scope, financials and risk, including supervising junior consultants in client projects, business development and thought leadership efforts to ensure on-time and quality delivery of work products
• Support thought leadership and research in PwC’s global Cloud and Robotics Process Automation (RPA) service offerings: collaborated with PwC member firms (US, UK, Europe) & developed relationships with leading vendors
• Key engagements led:
• Technology Strategy & Cost Optimization: For a vertically integrated utility, analyzed the client’s technology infrastructure, end user computing and application landscape, and recommended cost saving initiatives, supported by a three-year strategic roadmap and business cases, worth $15M for the business
• Digital Banking Strategy & Platform Selection: For Alberta’s largest financial services institution, interviewed C-suite leadership to develop digital banking vision; collaborated with PwC’s Fintech team to provide an overview of leading digital core banking platforms and select an innovative vendor to support the bank’s digital strategy
• IT Operating Model: For a leading utility, analyzed the current state technology environment and target operating model, baselined its maturity level and presented strategic recommendations to improve alignment with business
• Merger & Acquisition Integration: For a North American energy client, supported the acquisition integration of a midstream business; responsibilities included management of Finance/IT integration project plan, status reporting, and providing project orchestration and cutover planning support to integration team
• Carve-out related IT Due Diligence: For a global retail client, led a carve-out related IT due diligence effort; conducted target and client stakeholder interviews to understand the major business systems providing support to core operating processes. Evaluated the current organization including reporting structure, key skill sets, and IT operating policies and procedures including change management, vendor management, disaster recovery, etc

• Led consulting & performance reporting projects for CIBC’s Technology Operations (TO) Management in order to facilitate decision making, enhance existing processes and support leadership’s strategy
• Collaborated with senior IT executives to develop roadmap & performance metrics for cloud strategy; supporting performance reporting on projects that would help CIBC achieve cost benefits over $50M by FY21
• Prepared monthly executive reports tracking project costs, issues & risks for Capital Markets & Wealth Management portfolio clients across US, UK & Asia; appreciated by management for high quality of work (Aug’15)
• Partnered with Digital Strategy & Technology Business Management teams to analyze online, mobile & social media metrics (including Facebook, Twitter) and propose go-forward metrics for measuring customer sentiment
• Analyzed complex timesheet datasets, distilled insights & recommended strategies to Technology Operations Senior Directors on reducing overtime expenses in their organizations by ~$2M annually

Company Overview: YCG offers a wide range of management consulting services to small & medium sized businesses

• Market entry strategy for an electronics manufacturer: Managed project intake & led team of 6 consultants to conduct market research & provide market attractiveness report for client’s new health-care product
• Digital strategy for a music education organization: Proposed the development of a new mobile application for early childhood development, projected to increase revenue by 100% for the client
• Business strategy for an IT Security client: Analyzed industry verticals, BYOD, NAC & EMM markets, and presented recommendations for increasing market share & revenue of client’s in-house security product

Company Overview: HQ in Calgary, Petrodorado is a Canadian oil & gas company with operations in South America

• Captured requirements from top management & developed financial data models that helped drive strategy decisions related to acquisition & disposition of company’s oil & gas assets
• Developed an analytics application for monitoring & reporting the oil production status of different assets of the company; helped management take decisions on the under-performing assets & improve oil production by 20%
• Collaborated with CEO, CFO in preparing company’s corporate presentation for annual meeting with shareholders

Company Overview: Part of TATA group, TCS is Asia’s largest IT services & business solutions organization

• Managed & mentored a team of developers & support personnel providing software development & support services to a Fortune 100 US financial services client; the projects earned a total revenue of US$5M for TCS
• Led project & stakeholder management: Spearheaded agile application delivery process; created SOW, WBS, reviewed project finances, facilitated business process review & JAD sessions; maintained project plan, KPIs, prepared balanced scorecards and business health check reports to senior VPs & EDs
• Managed change requests through JIRA; helped developers prioritize work packages through entire SDLC
• Initiated & led 3 business process improvement projects to optimize inefficient IT processes, implementing Six Sigma/Lean to save a total of US$1.5M in IT operations for client over two years
• Steered cross-functional teams across different vendors to resolve application issues & outages; provided project support by monitoring & maintaining multiple production, online & test systems
• Received highest Customer Satisfaction Index ratings for two years among 100+ teams in client account