Sr. Director, EDI & B2B Integrations Jun 2022 - May 2024
UNFI | Dallas
- Led the EDI & B2B integration team for a $30B wholesale distribution company, supporting 40%+ of sales revenue.
- Directed a multi-functional global team of 30+ resources responsible for partner onboarding, development, testing and 24/7 production support of clustered, high availability systems.
- Ensured seamless, accurate and timely exchange of data using ANSI X12 810, 820, 850, 855, 856, 875, 880 and flat file formats with VANs, SPS Commerce, direct partners and core business applications.
- Defined and executed EDI roadmap aligned with business and IT strategic goals.
- Oversaw a multi-year modernization initiative to decommission redundant legacy platforms and migrate 2,900+ trading partners to IBM Sterling B2BI/SFG to reduce operational complexity and improve scalability.
- Leveraged API capabilities to enhance workflow processing.
- Defined and measured key performance indicators (KPIs) and metrics that helped drive decision making and continuous process improvement initiatives.
- Collaborated with internal and external resources from core business applications, Customer Service, Supply Chain, Finance, IT, and 3rd party vendors to drive integration solutions.
- Established governance frameworks for work intake, prioritization, SLA management, and escalation, improving cross-functional alignment with Sales, Procurement, Finance, and IT.
- Oversaw the execution of partner onboarding and integration projects using a combination of waterfall and agile methodologies.
- Strengthened operational performance and quality through proactive process reviews, change control process improvements, and root cause analysis of recurring issues.
- Provided oversight of UNFI's 3rd party EDI vendors and service providers, including contract negotiations and performance management.
- Led departmental budgeting, workforce planning, and talent development, fostering a culture of accountability, continuous improvement, and innovation.
Managing Director, Data Integration and Operations Jun 2021 - May 2022
Evolent Health | Dallas
- Led global Data Integration, EDI, ETL, and Data Operations organization supporting 24x7 healthcare data exchange operations.
- Managed 40–45 person organization, including directors, team leads, engineers, QA, and analysts.
- Provided strategic leadership for design, development, and deployment of integration solutions supporting new client implementations and existing platform enhancements.
- Oversaw high-volume X12 transaction processing (837, 834, 835, 820, 270/271, 276/277) utilizing Edifecs Smart Trading Platform.
- Directed production support and operational excellence initiatives, improving system reliability and service delivery.
- Managed third-party clearinghouse relationships and vendor ecosystem supporting EDI, ETL, and data integration platforms.
Director, Data Integration May 2019 - Jun 2021
US Enrollment Services, LLC | Dallas
- Led the development, testing and operational support of new and existing trading partner integrations.
- Implemented robust testing strategies to identify and mitigate risks early in the development cycle enabling us to increase our data transmission accuracy rates to 99.8%.
- Implemented process improvements to the team’s change management procedures.
- Contributed to strategic company initiatives through collaboration with other IT and Business departments, establishing relationships with key stakeholders, and provided leadership within the Data Integration organization.
- Fostered a culture of innovation among the team, advocating for ongoing learning and knowledge sharing.
- Performed managerial duties including resource management, employee development, providing coaching, succession planning and performance appraisals
Sr. Project Manager Jun 2018 - May 2019
Talent 101, contract at Texas Instruments | Dallas
- Managed the migration of Supply Chain EDI, 850, 855, 856, 810, B2B, and MFT integrations from TLE to Boomi during SAP implementation.
- Directed resources through all phases of project life cycle using Waterfall and Agile methodologies.
- Worked cross-functionally between teams and managed relationships with various levels of IT and customer leadership teams, including executive communications.
- Developed and maintained project plans, schedules, and resource allocations, ensuring adherence to timelines and milestones.
- Served as primary liaison to business and IT leadership, providing executive-level communication and reporting.
- Managed timelines and project deliverables using MS Project, Jira, and Confluence.
Director, Transaction Management Jul 2016 - Oct 2017
Ambit Energy | Dallas
- Led team of 20+ employees and managed service providers responsible for electronic transaction processing operations.
- Identified and implemented process automation and efficiency improvements, enhancing throughput and reducing manual intervention.
- Established and monitored KPIs and performance metrics, improving operational visibility and accountability.
- Fostered a culture of continuous improvement and quality management.
- Handled managerial responsibilities such as employee development, succession planning, and conducting performance reviews.
Manager, EDI / B2B Aug 2014 - Apr 2016
Rexel Holdings USA | Dallas
- Managed daily work intake, assignments, partner onboarding and operational support of new and existing integrations.
- Led a team of 7 remote EDI/B2B leads, contractors, and Managed Service Provider.
- Oversaw accurate and timely exchange of ANSI X12 transactions including 850, 855, 856, 810, as well as XML, cXML and flat files with trading partners and core business applications.
- Responsible for driving standard processes related to EDI services and support across multiple Rexel businesses using IBM Sterling Gentran:Server for Windows.
- Managed the budget and relationship with third party EDI & B2B vendors and VAN networks.
- Implemented cross-departmental standard operating procedure changes to streamline the customer onboarding process.
- Collaborated with Sales, eCommerce, and Sourcing leadership teams to identify, document and execute process optimizations.
- Performed managerial duties including succession planning, employee development and performance appraisals.
Solution Architect Sep 2011 - Aug 2014
Aviall, a Boeing Company | Dallas
- Served as integration solution architect for external partner ecosystem, identifying opportunities to digitize and automate data exchange.
- Supported global SAP initiatives, capturing business requirements and coordinating integration testing with customers, suppliers, and financial institutions (SPEC 2000, EDI 850, 855, 856, 810, flat files, ACH, MFT)
EDI Manager Dec 2008 - Sep 2011
Aviall, a Boeing Company | Dallas
- Expanded EDI capabilities and scaled team to support growing business demand.
- Acted as technical advisor to senior leadership, providing eCommerce and integration strategy recommendations.
- Established structured processes for integration request intake and prioritization
- Organized, prioritized, coordinated and administered day-to-day workflow for EDI team ensuring optimization of resources.
- Oversaw modernization of the EDI platform from IBM Sterling Gentran:Server to IBM Sterling Integrator.
- Documented and implemented change control procedures within the EDI team.
- Performed managerial duties including employee development, succession planning and performance appraisals.
Director, Integration Services Dec 2002 - Apr 2008
Broadlane | Dallas
- Directed day to day operations within the 7-member Integration Services team, responsible for map development, trading partner setup and production support of Supply Chain Management EDI transaction sets 850, 855, 856, 810 using ANSI X12 standards, XML, proprietary flat file formats, Sterling Gentran:Server and Axway Cyclone, in a clustered high availability environment.
- Served as key senior point of contact between EDI Integration Services and internal/external business clients.
- Responsible for resolving complex third-tier MFT and EDI integration issues, analyzing data for decision making affecting business critical processes, mitigating risk and impact to customers.
- Reduced delays in data transmissions and data processing while increasing customer satisfaction.
- Participated in the development of EDI strategy, evaluation and recommendation for modernization of the EDI platform and defined enhancements to change control processes.
- Oversaw the migration from IBM Sterling Gentran:Server for Windows to IBM Sterling Integrator.
- Defined, maintained and enforced EDI governance policies and standard operating procedures.
- Managerial duties including employee development, providing coaching, succession planning and performance reviews.
TRAINING SIM Regional Leadership Forum; Dallas, TX
Sterling GIS Data Mapping and EDI Processing
Sterling GIS Fundamentals
Sterling GIS Administration and Tuning
Sterling GIS Advanced Business Process Modeling
Gentran: Server for NT Mapping and Translation
Gentran: Server Windows Operations
Axway Interchange Technical Certification eVision Operations
Oracle EDI Gateway
Gentran: Server for Unix
Gentran: Server for Unix Advanced Solutions
Gentran: Server for Unix Administration
Gentran: Mentor, Gentran: Advanced Mentor
Introduction to VI Editor for Programmers
Introduction to Oracle SQL
International Standards (Sterling Commerce)
TECHNOLOGY INVENTORY EDI Software
IBM Sterling B2B Integrator (Windows and Unix)
IBM Sterling GIS (Windows and Unix)
IBM Sterling Gentran: Server (Windows and Unix)
Axway B2BI (Linux)
Axway Cyclone Interchange (Windows)
TIE Commerce eVision, spEDI map (Unix)
Oracle EDI Gateway (11.0.3) (Unix)
Harbinger EDIOpen (Unix)
EXTOL Translator (AS/400)
EDIFECS
EDI Standards
ANSI X12, EDIFACT, UCS, NACHA, ACH, HIPAA
Platforms
Unix, Windows
File Types
XML, cXML, X12, EDIFACT, JSON, Delimited, Fixed Format
Communication / Authentication Protocols:
AS2, SFTP, MFT, PGP, SSH
EDI TRANSACTION SETS 270 – Benefit Inquiry
271 – Benefit Inquiry Response
276 – Claim Status Inquiry
277 – Claim Status Inquiry Response
810 – Invoice
820 – Payment Order/ Remittance Advice
830 – Planning Schedule with Release Capability
832 – Price/Sales Catalog
834 – Benefit Enrollment and Maintenance
835 – Claim Payment/ Remittance Advice
837 – Claim Information (I,P,D)
850 – Purchase Order
852 – Product Activity Data 855 – Purchase Order Acknowledgment
856 – Advance Ship Notice
860 – Purchase Order Change
861 – Receiving Advice
862 – Shipping Schedule
865 – Purchase Order Change Ack.
870 – Order Status Report
940 – Warehouse Shipping Order
944 – Stock Transfer Shipment Advice
INVOIC
ORDERS
ORDRSP
DELFOR
