Josh W

Senior SaaS Implementation Lead & Product Expert

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Profile

Accomplished SaaS Implementation Lead and platform SME with over 6 years of demonstrated proficiency in delivering system design, data transformation, and process automation to a diverse range of clients, with an emphasis on government, non-profit, and NGO sectors. With a proven track record of over 30 successful SaaS implementations, I have facilitated cross-functional team efforts to deliver tailored solutions that support the unique objectives of clients & organizations. Known for bridging functional and technical requirements, collaborating with stakeholders, and driving strategic product enhancements. Passionate about leveraging emerging technologies and AI-driven solutions to enhance SaaS platforms, optimize workflows, and promote data-driven decision making.

Skills

Cross-Functional Team Leadership

Demonstrated level of proficieny in leading and training project team members

Technical Writing

Aptitude for documenting processes, generating business artifacts, and the creation of training resources

Project Management and Client Engagement

Proven ability to lead and manage a wide variety of implementation projects


Creative Problem-Solving Skills

Employing of out-of-the-box solutions to resolve issues


Process Improvement

Guiding clients to a solution which is easy-to-use and scalable


Software Development Lifecycle

Proficieny in all phases of the Software Development Lifecycle including requirements gathering, solution design, development, quality assurance/testing, implementation, and support

Technical

  • SaaS Platform Expertise
  • Agile Methodologies
  • Database Management (NoSQL, Redis)
  • Data Transformation, Restructuring, Cleansing and Reporting (pandas, VBA)
  • Networking & Cybersecurity
    • Linux/Unix-like systems
  • AI Platforms (Ollama/llama.cpp, Google Vertex AI, Amazon SageMaker)
  • Collaborative Development Environments (Jira, Azure DevOps, Asana)
  • Python
  • JavaScript
  • HTML/CSS
  • SQL

Experience

Deloitte

Functional & Technical Lead, Senior Consultant

2022 – Present

  • Acted as a Subject Matter Expert for the AwardCloud platform. Disseminated client requirements into actionable components of the overall system design.
  • Produced business requirement artifacts for use in technical configuration, testing, data transformation, & documentation (E.g., User Stories, Data Element Workbooks (DEWs), Process Flow Diagrams, Lean Spec documentation etc.)
  • Refined & distilled client requirements through an iterative, Agile-based implementation delivery approach.
  • Collaborated with Stakeholders to provide strategic recommendations to ensure key requirements could be realized within the context of the solution (E.g., Maintaining data integrity with respect to imported client data).
  • Trained and managed a team of five Technical Configuration Analysts, providing support and direction in the execution of configuration tasks including (but not limited to):
    •      - Configuration of system field-sets and scripting based on client requirements
    •      - Design and implementation of reporting & associated reporting outputs/summaries
    •      - Transformation of client data from historical system
  • Leveraged innovative solutions from this project to inform the development of the AwardCloud product.
  • Performed performance analysis & metric reporting for internal stakeholders & PMOs to ensure adherence to project performance targets

SmartSimple Software Inc.

Imlementation Consultant - Deploy

2020 - 2022

  • End-to-end configuration of client systems & development of QA testing scripts for projects lasting ~3 weeks to 6 months+.
  • Conducted pre-implementation design walkthroughs, requirements gathering, scoping, functionality delivery sessions, and post-implementation project walkthrough sessions with key Stakeholders.
  • Translated client needs into SmartSimple system architecture from scoping and requirements gathering sessions.
  • Implemented system integrations including Digital Signature Services (E.g., DocuSign), Single Sign-On, External Systems (E.g., Accounting platforms) using Mediated File Transfer through SFTP etc.
  • Generated technical documentation and process training resources for clients (Instructional documentation, video walk-throughs, slide decks etc.)

SmartSimple Software Inc.

Business Development Representative - Capture

2019 - 2020

  • Developed proposal responses/bids to RFPs/RFXs/Invitations to Tender wherein all client requirements are addressed. ~30% of bids converting to clients
  • Responded to the technical requirements of prospective clients in a sales capacity, tailored to the technical proficiency of the recipient
  • Procured new sales opportunities and maintaining a high volume of activity through inbound lead follow-up and outbound cold calling
  • Contributed to RFP bids resulting in 5 new clients in the Scholarships & Education vertical, generating >$500,000 in revenue between implementation and SaaS in this vertical alone
  • Maintained contact with Sales team and Accounts Managers to ensure strategies and targets are aligned
  • Led demos and hosted conferences to engage and educate prospective clients of SmartSimple’s offerings

SmartSimple Software Inc.

SaaS Technical Analyst - Technical Support

2018 - 2019

  • Provided exceptional support as a dedicated contact to clients in a variety of industries and verticals. Resolved customer issues through the delivery of innovative and scalable solutions.
  • Implemented ad-hoc solutions for clients & generated documentation/instructions to ensure the technical success of these initiatives.
  • Troubleshooting, triaging, and resolving SaaS platform issues.
  • Liaised with system developers to remediate performance and availability issues.

Royal Bank of Canada

Technical Systems Analyst - Global Event Monitoring and Automation

2015 - 2016

  • Implemented and supported Systems Monitoring Solutions using Royal Bank qualified products and custom-built applications with a primary focus on automation
  • Supported RBC servers while maintaining the highest possible level of uptime through comprehensive monitoring to ensure adherence to SLAs
  • Led initiatives to provide maximum monitoring and availability for all relevant clients (E.g., Produced "Start-up Scripts" to streamline Systems Monitoring Solutions day-to-day tasks).

Education

Mohawk College

2016-2017

Security Analysis, Advanced Diploma - Dean's List


Mohawk College

2014-2016

Network Engineering - Dean's List


McMaster University

2009-2011

Environmental Science