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Transform Complexity into Results

Digital transformation specialist with 20+ years turning complex enterprise challenges into streamlined, compliant solutions. Experienced in leading large-scale initiatives that deliver measurable business value across diverse sectors.

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What I Deliver

Enterprise Transformation & Roadmapping

End-to-end strategy, business case development, vendor selection, and multi-year transformation programs.

Business Process Transformation

Map current state operations, identify inefficiencies, and design future state processes aligned with APQC best practices.

Requirements & Solution Design

Translate complex stakeholder needs into clear, actionable requirements. Define solution specifications that bridge business objectives with technical capabilities.

Proven Expertise & Credentials

Domain Expertise

  • SAP S/4HANA, SuccessFactors, Dynamics 365, ServiceNow
  • Salesforce, Clarity PPM, Protecht GRC, Pega, SharePoint
  • Finance, HR/HCM, Asset Management, EHS, Supply Chain
  • Governance, Risk & Compliance (GRC) frameworks
  • Generative AI & Agent AI

Certifications

  • AI Product Manager (IBM)
  • CBAP – Certified Business Analysis Professional (IIBA)
  • Certified Product Owner (Scrum Alliance)
  • PMP – Project Management Professional (PMI)
  • ITIL v3 Foundation (Exin)
  • APICS Supply Chain Management | Six Sigma Green Belt

Project Highlights

  • SAP S/4HANA Finance Transformation Partnering with large logistic company's executive leadership to define enterprise-wide finance transformation strategy across all operational areas, aligning business requirements with APQC best practices to enable Systems Integrator sourcing and digital transformation roadmap.
  • Generative AI Standardisation: Led enterprise AI adoption program developing prompt libraries, conducting capability workshops, and implementing Copilot Studio automation to improve consultant productivity.
  • Retail Finance Modernisation: Led end-to-end SAP S/4HANA solution design integrating SuccessFactors and Clarity PPM, eliminating legacy accounting processes and establishing enterprise reporting standards for major retail client.
  • Salesforce CRM Process Mapping: Documented complete sales lifecycle from lead capture through deal closure using BPMN notation, standardising operations and improving CRM adoption across the organisation.
  • Not-for-Profit MS Dynamics 365: Defined functional and non-functional requirements enabling seamless system integration and improved operational workflows for finance transformation initiative.
  • NSW Government Sustainability Platform: Redesigned construction assessment system improving data accuracy through standardised input mechanisms and clearer assessment workflows for government compliance.
  • GRC Platform Implementation: Deployed Protecht GRC frameworks across retail and entertainment sectors, enhancing compliance monitoring, risk management, and audit readiness capabilities.
  • University Space Management: Facilitated optimisation workshops aligning physical resource planning with institutional objectives through data-driven strategies and process improvements.
  • Enterprise IT Separation: Managed complex IT separation activities for logistics client, mitigating operational risk through dependency mapping and phased remediation planning during business divestiture.
  • Local Government Asset Management: Transformed Assetic software utilisation through process mapping and stakeholder training, reducing total cost of ownership while maintaining regulatory compliance.
  • Environment Health & Safety (EHSM): Implemented incident and hazard management systems improving resolution workflows, investigation processes, and compliance reporting for enterprise clients.
  • HR & Payroll Management (HCM): Delivered comprehensive workforce automation solution for payroll processing and HR management, streamlining employee lifecycle management and improving compliance.
  • Performance Management (CPM): Delivered enterprise-wide performance management solution improving productivity tracking, goal alignment, and achievement visibility across the organisation.
  • Document Management (ECM): Implemented comprehensive document control system for major iron ore producer, standardising procedures and improving information governance.
  • Supply Chain Optimisation: Designed and delivered replenishment systems for top retailers and manufacturers, reducing inventory levels, safety stock requirements, and delivery lead times.
  • Product Management: Led product development lifecycle for ITSM, Project Portfolio Management, and Product Lifecycle Management solutions, aligning features with market needs and competitive landscape.
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Let’s Talk About Your Transformation

Roberto Ortiz

rbortiz@itprojects.com.au
0466 597 719
Melbourne, Australia