Consultant, IT Architect, Software Designer, BA, TA, Proj/Prog Mgr

David M. Sterling - Consultant, IT Architect, Software Designer, BA, TA, Project/Program Manager

Direct/SMS: +1-704-***-**** - **************@********-**********.*** - US Citizen, English C2/Spanish A1

United States: 46th Ave Ln NE, Hickory, NC 28601 - Costa Rica: C. Crisantemos Calle, Playas del Coco, Guanacaste, 50503

Professional Summary

Highly accomplished technology leader and consultant with a long history and rich experience in software, analysis, development, and IT project management with a heavy emphasis on business processes & business analysis, process improvement and right-sizing technology to business requirements. Firmly practice the 'common sense' rule to business applications where ROI and capabilities are properly implemented to satisfy need and adoption.

Proven track record in advising C-level executives and cross-functional teams across multiple industries and countries. Expertise spans the entire software development lifecycle (waterfall, agile, scrum), from business analysis and process improvement to implementation and QA.

Over 30 years of program/project development consisting of direct oversight, devising milestones and goals, aligning and scheduling across multiple countries. Skilled in adapting to diverse cultural environments and leveraging various project management methodologies (PMI, Prince II and multiple internal developed and my own proven methods).

Hands on technical architect in development, instruction, migrations and deployments - adept at fostering client relationships, driving innovation, and delivering high-impact solutions in complex, global environments.

Soft skills include hands-on needs analysis, governance and auditing, evaluation and agreements with corporate partners, contract negotiations, vendor and provider evaluation and procurement.

Dynamic speaker/presenter and accomplished author of four books and hundreds of whitepapers, mentor/instructor, curriculum designer/developer, video instruction producer and assistance in development of LMS programs.

Technical expert witness and discovery expert in legal cases involving software piracy, performance and delivery (in meeting goals), intellectual property, theft of trade secrets and MSA compliance.

Other industry experience includes:

oHospitality: Heavy involvement covering hotel experience, customer service, travel management, arrangements (personal, group leisure and specialty bookings) and restaurant operations and management.

oEvent Planning: Group coordination for corporate conferences and training sessions,

oCorporate Relations and Reputation Building: covering client management, dispute resolution and management reviews.

oExpert Witness/Discovery Specialist: Providing analysis of materials and processes in case development, creation of opinions, expert reports and management and hands-on discover and testifying expert witness (certified expert by the court).

oAdditional expertise includes software package development, manufacturing, product distribution systems, shipping and logistics (including global)

Recent Use Technical Inventory (partial list)

Languages/DevOps tools: C#/.NET, JavaScript, jQuery, TSQL, HTML, CSS, jQuery, Blazor, Python, R, API’s, Node.js, C++, Visual Studio, Android Studio, others

Common tools/platforms: SharePoint architect (author, instructor, architect of M365 - On premise & online), M365, D365/SAP (for data access only), Teams, coPilot, Loop, Visual Studio, Power Platform (Apps, Automate, BI), CoPilot, Active Directory, Entra ID, Azure VM, Azure SQL, Azure DevOps, AWS, Docker, Kubernetes, OpenAI Agents, Windows OS (desktop, server editions), Linux Variations (limited)

General Disciplines: Information and business system architecture (multiple industries), Program management (Global, multi-continent), Agile, SCRUM, Prince, Project management (in both IT and business), Workflow and process development, Governance, Common security and controls, Business continuity planning, Vendor & Client management, Contract negotiations MSA definition, Instructor, Course/LMS development, Presentation designer, Speaker, Author, Event Coordination, Conference Management, Trade Show production, IAM, MDM, Active Directory/Entra ID

General Publishing: MS Office (all), Visio, Photoshop, Acrobat, Camtasia, SnagIt, paint.net

Recent Technical/Business Project Summaries

Consultant, Technical Architect/Advisor, Business Analyst, Project/Program Manager 01/84 - Present

Sterling International Consulting Group, USA, South America, EU

Professional services expert and consultant in multiple disciplines and multiple industries from manufacturing to aerospace.

Manager of the organization including sales and marketing, client retention, resource sourcing, international contract management,

Architect and designer of enterprise management information systems and Cloud/AI technologies.

Technical specialist in software architecture, collaboration, information architecture, governance, business continuity, practical knowledge application, global program/project implementation and management and innovative business development.

Long time innovator in new and ‘out of the box’ solutions for both business and technical applications.

Process and workflow designer, highly skilled in mapping processes for efficiency.

Project manager on hundreds of IT related projects from solution/app development to full scale enterprise solutions.

Program manager for large scale applications and implementations globally (EU, Eastern Europe, South America, Africa, US).

Discovery management (eDiscovery, Discovery, Processes) and expert witness in various legal cases (over 20 years).

Technical Author, instructor and course designer for technical products.

Tech: MS Platforms: SharePoint, Teams, M365, Power Apps/BI/Automate, coPilot, Azure, Windows Server. Others: AWS (RDS, S3, EC2), OpenAI, Docker, Kubernetes. Languages: C#, JavaScript, jQuery, Blazor, multiple others (VB, C++, COBOL, Fortran, Basic, etc.), beginner at Python and R. Advisory skills include: Global speaker/author, presenter and instructor, business advisor, business analyst and process improvement analyst.

Solutions Architect, Software Development, IT Project Manager 09/21 – 12/24

SPATCO Energy Solutions, Charlotte, NC USA

Provided advisory services on the corporate collaboration and communications information systems.

Stabilized an existing implementation of SharePoint and revamped primary workflows.

Implemented full backup processing for internal security (outside of standard backups) and BCP.

Prepared and installed a new 2019 environment with links to M365.

Development and implementation of new apps and internal reporting tools.

Developed multiple utilities to support migration efforts (current and future acquisitions) including application of metadata, IAM, master data management, taxonomy and planned migration to support document control, auditing, retention and workflows.

Provided hands-on analysis and development work with business managers to create custom solutions for ordering processes, safety and compliance education reporting.

Provided a significant savings in overall development to half of expectations.

Tech: Visual Studio, SharePoint, M365, Office API’s, Active Directory, Entra ID, SQL Server, Workflows (Nintex, SharePoint, Power Automate, Power BI, Flow) Windows Server, VMWare, integration of meetings (Teams & GotoMeeting), coding in jQuery, JavaScript, C#, HTML, PowerShell, TSQL.

Expert Opinion, eDiscovery Lead and Technical MSA Analysis 03/22 - 11/22

Multiple Firms (Confidential), New York, NY USA

Technical discovery of developed solutions, project artifacts and detailed code review involving improper implementation, controls used and project management review and compliance.

Review of the MSA requirements and proof and/or lack thereof to contractual compliance.

Develop a timeline of resource allocations and review of all status reporting provided (both plaintiff and defendants).

Provided expert summary report on feature/functionality and usage and detailed breakdown of MSA terms and conditions met/not met.

Case involved currently under negotiation for settlement.

Tech platforms: Notepad++, MS Word, MS Project, Manual Code Reviews (C#, JavaScript, C++), Azure Compute

Cloud & Collaboration Project Manager 06/22 - 10/22

Rochester Public Schools, Rochester, NY USA

Advisor to management on existing programs underway.

Reviewed current state of operations, resource assignments and cross organization implementation.

Reviewed content for auditing, PII and compliance and suggested improvements.

Realigned M365 implementation project and enabled use of already developed solutions.

Verify integration of on-premise Active Directory and links with Entra ID.

Provided project and implementation advice to management, evaluated current resources and provided a technical soundboard for the teams involved.

Provided a road map for migration to all cloud operations including revisions of workflows (Power Automate) and reporting (Power BI, Excel).

Tech platforms: M365, MS Project, MS Office, SharePoint, Teams, Power Platform

Enterprise Information/Collaboration Architect and Client-facing Representative 01/17 - 07/21

Mack Defense LLC, Allentown, PA USA

Enabled a significant win for the company with the Canadian DND including taking over hands-on management of tracking and documentation (including customizations) of military vehicles. Saved MD several thousands in implementation costs and managed to turn around a tenuous relationship to a satisfactory success for all parties.

Information architect on the overall operations and document management processes in place to support Mack Defense and its clients.

Implemented specific changes to the existing environment to reduce performance, capacity and storage problems.

Provided business analysis, cost estimation and project plans for individual department modifications.

Deployed and migrated to a new environment on-premise and cleanup of existing implementation.

Established development standards and information architecture consistencies throughout alll departments.

Migrated the on-premise environment to Microsoft GCC.

Managed the information systems major sales and rollout of equipment to the Canadian DnD (including management of all project meetings, client reviews, delivery reviews, hands-on review & development of requested customizations and specific features).

Complete customization of the UI, branding and navigation of the MD Information Portal to accommodate Canadian requirements, realigned data standardization, document tagging and metadata to fully support search robust search capabilities.

Initiated and implemented IAM and access controls for sensitive materials and completed the entire implementation of the systems to complete the entire bid/purchase/delivery process of military vehicles.

Tech: Project management, development in SQL Server, Visual Studio, Apps, PowerApps, Power BI, C#, jQuery, JavaScript, Blazor & node.js.

Senior Consultant, Business and Search & Information Architect 05/17 - 10/18

Gulfstream Aerospace Corporation, Savannah, GA USA

Summary: Custom solution development in document control, search and information security. Worked directly with the implementation teams and management leads on content use, organization and audit classifications. Tech: Entire Microsoft stack (desktop applications through server applications), SQL Server, SharePoint, M365, etc.

Operations Consultant, Instructor, Instructional Program Developer, Project Manager 06/16 - 05/17

American Kennel Club, Raleigh, NC, New York, NY USA

Summary: Consultant and advisor to management, software project manager and software instructor for the organization (Raleigh, NC & NYC). Create and provided on-site instruction courses for the use of the new technologies, assisted in migration off old systems to new content management through M365 and implemented IAM for access and control of content. Worked with the legal department in implementation of records management.

Tech: Entire Microsoft stack (desktop applications through server applications), SQL Server, SharePoint, M365, etc.

Senior Consultant, Business and Technical Advisor, Information Architect 09/14 - 05/16

Gulfstream Aerospace Corporation, Savannah, GA USA

Summary: Turnaround advisor and information architect covering corporate communications, legal compliance and business continuity. Worked with the CTO and middle managers down to hands-on instruction to build a new global communications and document control platform. Worked with vendors, trained the infrastructure team deploy the environments (Production, QA and various test platforms), trained developers in the new platform and with middle managers down to floor personnel on business and compliance. Organized and held multiple end-user training sessions. Worked with the legal group on policies and auditability and helped form new Business Continuity Planning processes for corporate operations and concise development process for implementation.

Tech: Entire Microsoft stack (desktop applications through server applications), SQL Server, SharePoint, M365, etc.

Senior Consultant, Technical Advisor 05/14 - 08/14

North Carolina Department of Transportation, Raleigh, NC USA

Summary: Direct advisor and architect of the collaboration and communications initiative to transform the organization to a more data focused environment.

Tech: Entire Microsoft stack, SQL Server, SharePoint, Office Integration, planning and execution necessary to implement MDM.

Senior Consultant, Infrastructure Architect 02/14 - 11/14

Axalta Coating Systems, Front Royal, VA USA

Summary: Architecture and infrastructure platform review and rebuild of multiple environments providing a global collaboration solution and retirement of out-of-date applications.

Senior Consultant 02/14 - 02/14

City of Dayton, Dayton, OH USA

Summary: Review, evaluation and development of a multi-year technical roadmap to accomplish the long term needs to upgrade, consolidate and integrate multiple collaboration platforms.

Senior Consultant 05/13 - 01/14

Microsoft Consulting Services, Rochester, NY USA

Summary: Architect and designer of the infrastructure and solutions platform for a global validated SharePoint deployment for Bausch & Lomb's Clinical Trials, Quality & Regulatory compliance efforts. Initially a ‘lost project’ (rating 1), I personally delivered a 5 by 5 rating on completion.

Solution Architect, Business Advisor 06/13 - 11/13

North State Communications, Winston-Salem, NC USA

Summary: Architecture and UI/UX development of a new corporate wide communications and customer service intranet.

Architect, Business Analyst, Business Process Advisor 02/13 - 10/13

Atlanta Housing Authority, Atlanta, GA USA

Architecture and development of a custom integration integrating CRM (Dynamics and the Yardi application) and automated management of documents and property artifacts development of an extranet “portal” referral tracking system integrating back-end real estate management systems with external agencies to provide participant referrals to various programs (training, education, drug rehab and other services), tracking original requests and follow up reporting.

Architect, Business Analyst 02/13 - 08/13

American Homes 4 Rent, San Jose, CA USA

Architecture and development of a custom integration integrating CRM and automated management of documents and property artifacts. Designed and developed the commercial property portal in use today.

Solutions Developer 04/13 - 05/13

Eli-Lilly, Indianapolis, IN USA

Extensive development of solutions and controls for a large pharmaceutical firm on behalf of the agency; included development instruction and implementation of best practices.

Technical Advisor, Expert Opinion 01/12 - 03/13

Multiple Investment Firms (Confidential), New York, NY USA

Providing advisory services and current market analysis on third party products and services.

Technical Architect, Business Analyst 08/12 - 12/12

Atlanta Housing Authority, Atlanta GA USA

Development of individual review and recommendations on all aspects of the current operation in an effort to become a ‘paperless’ environment.

Technical Program Design, Instructor 07/12-12/12

U.S. Army, US Wide & AFRICOM Vicenza, Italy

Development of a complete training program and in-person instruction in software design and development.

Enterprise Information Systems Architect 12/11 - 07/12

Sealy Mattress Company, Trinity, NC USA

Chartered to assess and re-engineer a corporate wide intranet/extranet replacement and initiative to convert legacy systems into a cohesive communications platform, including corporate governance and best practices.

Global Information Systems and Infrastructure Architect 09/11 - 12/11

Microsoft Consulting Services, Cleveland, OH USA, Secaucus, NJ USA

Co-architect in the design and infrastructure architecture for Ernest & Young’s global communications and document management platforms.

Global Intranet Architect and Advisor 08/11 - 01/12

BAE Systems, Arlington, VA USA, London, UK

Performed a corporate wide review and developed a complete end-to-end roadmap for the implementation of a ‘global portal’ to provide the architecture to integration of multiple intranet systems into a governed and centralized system.

Technical Advisor 07/11 - 08/11

Hendrick Motor Sports, Concord, NC USA

Advisor to guide (and instruct) in the migration and upgrade of the corporate intranet.

Development Architect 06/11 - 08/11

Ability Network (now Inovalon), Canonsburg, PA USA

Developed multiple components and implemented a highly customized public facing communications site including providing the direct leadership and coordination of a multi-national team in Europe & USA.

Architectural Advisor, Management Consultant 01/11 - 01/13

Boyden International, Boston, MA USA

Advisor on platform and technical assistance in operations, including heavy support and execution of corrective measures for problems with integrated ‘off-shore’ solutions.

Business and Technical Advisor, Project Manager 02/11 - 06/11

ExxonMobil Corporation Lubricants & Specialties Division, Washington, DC USA

Designer and architect of the global business continuity program across the division for response to critical environment factors and events.

Execution Architect/On-going Advisor 09/10 - 02/12

Andritz, Inc., Atlanta, GA USA

Architect on the global intranet and extranet presence in North America and Europe.

Project History (pre-2010) and additional information provided upon request

Additional clients include Microsoft Consulting Services, Accenture, Booz Allen, Babcock & Wilcox, PwC, A&E, Liberty Communications, United Pan-European Communications, Northern Telecom and Microsoft Public Sector sales (as product advisor)

Significant Contributions

Highly experienced consultant with many milestones achieved including:

Designer and hands-on developer of PLC (Powerline Carrier Systems) for Energy Management and building communications (En-Log/Johnson Controls)

User integration designer for Energy Control Systems & remote access – designer of the first remote building system controller utilizing PC’s, Apple, Osborne, IBM, TRS-80 (En-Log/Johnson Controls)

Original architect of cookie technology in development of the America Online Marketplace (MCI/Digital Imaging)

eCommerce innovator with many of the original startups (Artnet, STI Phone Cards, Sotheby’s, Red Hat, others)

Promoter and leader in push for customized channel programming for cable TV systems (Accenture/UPC, Paris/UK)

Co-Architect, development guidance, QA advisor and development instructor for Office 365 initial rollout (Accenture/Avanade)

Leader in communication and project management methods including author/presenter of the former WatchIT.com Straight Talk Series programs: “Selecting a Portal – The Next Application Platform” and “Business Intelligence: Best Practices for Successful Project Management” (2 editions, 2006/2010)

Leader in the promotion of SharePoint technologies, designer/architect of solutions and co-Author of the original Microsoft Resource Kit 2003 (Microsoft Press)

Lead of multiple enterprise initiatives:

Designer and hands-on developer for the Stock Control System and introduced Bar Code systems used to manage all inventory of parts & global delivery logistics management (DEC)

Program manager for the engineering and deployment of Set Top Boxes/Cable TV across 18 countries (EU/Eastern Europe/South America); facilitator & program manager for deployment of the AORTA system between Germany & Austria (United Pan-Europe Communications/Liberty Communications)

Designer and architect of the purchasing/procurement process for the UK Office of Government Commerce (Siebel, Oracle, PwC)

Development/deployment and later, complete redesign and deployment of a global information portal/intranet (Booz Allen Hamilton)

Redesign and significant reduction business continuity planning for ExxonMobil (Lubricants Division)

Coordination of a major purchase, customization and support of land vehicles by the Canadian DnD (Mack Defense)

Architect, designer and instructor in deployment of a global communications and project management intranet (BAE Land & Armaments, later expanded to all BAE divisions, initially in the US, UK & South Africa)

Designer, infrastructure and software architect for Ernst & Youngs multiple global information portals including “in-country” buildouts required to meet Government regulations and information security (Microsoft)

Designer, infrastructure, disaster recovery planner, architect and instructor on the upgrade and replacement of Bauch & Lomb’s clinical trials systems (Microsoft)

Certifications Publications, Awards and Speaking Engagements

Author SharePoint 2010 Complete Installation and Usage Guide, Microsoft Office SharePoint Server 2007 The Complete Reference, MCMS Primer. Co-Author: SharePoint Technologies and Resource Kit.

Keynote Speaker engagements:

oRegional Partners consolidated program, Northern & Central New Jersey SharePoint Users Group

oNew Horizons Investment Council annual meeting 2005-2007

oMicrosoft office evolution, Microsoft annual users meeting 2005

oDigital Equipment Global Conference (1986)

Watch IT Straight Talk Video Series programs (written, produced and presented): “Selecting a Portal – The Next Application Platform” and “Business Intelligence: Best Practices for Successful Project Management” (2 editions, 2006/2010)

PMI Charter Member (1997/98)

Chairman’s Bronze Award in Innovation, BAE Systems

Test Validator - Microsoft Commerce Server, Microsoft Exchange

Microsoft Teams Insider Community Advisor, Microsoft User Research Panel (2024)

Certifications:

oMulti-cloud, DevOps & AI Intensive Bootcamp - 10/24

oSCRUM & Agile Project Management - 1/25

oAzure Administration – 12/2024

oAWS Administration – 1/2025

Academic Background

•Northeastern University, Boston, MA USA - 1979-1982 - CLEP examination program for a bachelors’ equivalent in Computer and Information Science and Business Administration

•University of North Carolina, Chapel Hill, NC USA - 1996/97 - Multiple workshops and case studies in business management, organization change and resource evaluation and allocation

•Linn-Benton Community College, Corvallis, OR USA - 1986 - Certificate in Bookkeeping and General Accounting

•Oregon State University, Corvalis, OR USA - 1983-1984 – University computer center operations evening & weekend manager, instructor to graduate level students in technical analysis and computer programming

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