by Matthew Ferm | Oct 9, 2018
Case Study: IT Governance – IT Project Review Background With an increasing diversity of projects in a growing IT organization comprised of various groups, the management team was concerned with staying “on top” of key projects with broad business impact, large...
by Matthew Ferm | Oct 9, 2018
Case Study: IT Governance – IT Budget Process Background The annual IT budget process for this IT Infrastructure organization lasted over 5 months, was very mechanical, and was hated by the participants. The executive sponsor looked to reengineer the budget as a...
by Matthew Ferm | Oct 9, 2018
Case Study: IT Governance – IT Priorities Committee Background A growing financial services firm was struggling to balance conflicting initiative requests within a fixed budget. Delivery was sub-optimized as the organization attempted to be all things to all people....Uday Dixit is a proven leader in software development and business architecture. Uday’s focus is in E-Commerce & Supply Chain logistics. Uday has spent the last 8 years at CVS Health, focused on growing the B2C delivery business. Uday led enabling Rx Delivery, that became critically functionality during the height of COVID. Prior to CVS, Uday led the development and implementation of Staples’ largest web property – StaplesAdvantage. Under Uday’s engineering leadership, StaplesAdvantage grew to $5b in annual revenue.
Uday served as Vice President of Engineering at AssuriCare, on-board an engineering team and implementing an Agile development lifecycle. Among his other roles, Uday also served as Vice President of Architecture at Princeton Review, re-platforming the LMS platform.
Hunter Smith has over twenty-five years of experience in technology transformations across organizations with most of that experience within global financial services. Hunter was with Continuum Managed Services/ConnectWise for over five years as head of technology, security, and operations. Prior to Continuum, Hunter spent over seven years at Acadian Asset Management where he was a member of the executive leadership team and the firm’s Chief Technology Officer. There, he was responsible for all aspects of information technology, investment data management, and procurement. His prior experience includes senior roles at Plymouth Rock Assurance, Hobbs Madison, MFS Investment Management, and Computer Sciences Corporation. Hunter holds a degree in Computer Science from Dartmouth College.
Jill Gearhart, Director Client Services, has over 20 years of Account Management experience in technology service areas across IT Consulting & Staffing, Cloud, Datacenter, Networking & Communications. Jill’s focus is in Client Engagement, proposing and ensuring the successful delivery of services from the Harvard Partners Portfolio tailored to attain each Client’s desired business outcomes, including the Staffing of essential resources.
Prior to joining Harvard Partners in 2014, she held a high-level Account Management position at a global technology company now known as Lumen (formerly CenturyLink), where she was appointed to multiple Excellence Advisory boards in several Enterprise product areas, domestic and abroad, over the span of 11 years. Notably, after the Qwest-CenturyLink Merger in 2010, and the acquisition of Savvis thereafter, she was instrumental in the integration between organizations in the effort to build a seamless customer experience. Through continual engagement with Enterprise client organizations throughout her tenure, she has had the privilege of collaborating on solutions and individual resources needed to answer numerous business objectives, whether expanding into new markets or advancing operational efficiency and resiliency.
Education: Bachelor’s of Science, Business Administration, Bryant University, Cum Laude
Chris Callaghan is the Director of Architecture Services and is responsible for overseeing the architectural services arm of Harvard Partners. This includes everything from to architecture approach strategy, to candidate selection & vetting, to engagement leadership. Chris has years of technology architecture consulting experience ranging from boutique architectural services companies to larger, established consulting companies. He’s played multiple roles, from individual contribution to client and consultant management.
Prior to joining Harvard Partners, he was the Engagement Lead and Consultant Manager at Systems Flow, Inc. where he was responsible for client engagement management, consultant management, architectural services, SOW negotiation/creation/signing, training, etc. Prior to that, he worked as an Enterprise Solutions Architect for a large reinsurance firm under Fairfax Holdings.
Gary Gardner is the Managing Director of Harvard Partners and an Information Technology executive with over 30 years of global Investment Management experience. He has a broad range of knowledge of Investment Management systems including investment research, portfolio management, trading, compliance, back office, CRM, and client reporting. Gary has expertise with technical infrastructure, operational risk, business continuity, SOX compliance, SSAE16 certification, vendor management, and cloud services.
Prior to joining Harvard Partners, he was the Chief Technology Officer at Batterymarch Financial Management, Inc. and GMO LLC where he was responsible for IT leadership and technical strategy for high computational and data-intensive quantitative asset management environments. Gary also held senior technology positions at Santander Global Advisors and Baring Asset Management.
Education: Gary studied Management Information Systems at Northeastern University.
Steve Walsh is a Managing Partner at Harvard Partners. Steve has been a career business leader for companies such as Hewlett Packard, EMC, Centerstone Manhattan Software, ClearEdge Partners, and Alliance Consulting.
Prior to joining Harvard Partners Steve was the worldwide leader for the Storage Consulting practice at Hewlett Packard. In this role, Steve was responsible for more than 500 employees encompassing sales, pursuit, portfolio, and delivery. Under Steve’s stewardship Storage Consulting built offerings to help clients assess and design complex storage infrastructures and develop state-of-the-art backup, recovery, and business continuance strategies. Steve grew the Storage Consulting Practice at HP by over 200% and introduced 20 new value-added offerings.
In addition to Hewlett Packard Steve has worked for companies both large and small. At ClearEdge Partners Steve advised C-level Fortune 500eExecutives on their IT purchasing and supply chain strategies, saving his clients millions over his tenure. Steve also has been a business leader at Alliance Consulting, where he built a practice to more than 200 consultants and 10 strategic offerings. Steve started his career at EMC Corporation from 1986 to 1998.
Education: Boston College School of Management, Computer Science
Matt Ferm is a Founder and Managing Partner of Harvard Partners. Matt’s focus is on IT Assessments, IT Governance, and Program Management. Prior to Harvard Partners, Matt spent 17 years with Wellington Management Company, LLP. As an Associate Partner and Director of Enterprise Technologies, Matt was responsible for managing the global physical computing infrastructure of this financial services firm. This includes data centers, servers, voice and data networks, desktops, laptops, audio/video hardware, messaging (email, IM, etc.), security administration, disaster recovery, production control, monitoring, market data services, storage systems, and capacity planning.
During his career at Wellington, Matt managed the Operational Resilience, Resource Management, Systems Engineering, IT Client Services, and IT Strategic Development groups, chaired the firm’s Year 2000 efforts and was a member of the firms IS Priorities Committee, Project Review Committee (Chair), Systems Architecture Committee (Chair), Year 2000 Committee (Chair), Operational Resilience Committee, Incident Review Committee and Web Oversight Committee.
Prior to joining Wellington Management in 1992, Matt served as Director of Financial Services Markets for Apollo Computer, Hewlett-Packard, and Oki Electric where he managed the marketing of Unix workstations to the Financial Services industry. In 1985, Matt was Manager, New Business Development for Gregg Corporation (now IDD/Dow Jones/SunGard), a small investment database software company. Matt got his start in 1981 on Wall Street, working in the Custody Department of Bankers Trust and the MIS department of E.F. Hutton. Matt received his BA in Economics from Queens College, the City University of New York in 1982, and is a member of the Society for Information Management.
Education: Queens College, City University of New York – BA in Economics
Jason Young is a Senior Technical Recruiter at Harvard Partners and has more than 13 years of experience in recruiting and talent acquisition. Jason’s focus is on leading recruiting efforts and ensuring expectations are met or exceeded between our client’s needs and our candidate’s experience to deliver. Throughout his career, he’s filled immediate needs with high-level IT and business professionals. He also developed sourcing strategies and built strong relationships with IT specialists, leaders, and executives in a variety of industries.
Prior to joining Harvard Partners in 2018, Jason had a successful career with Advantage Technical Resourcing, (formerly TAC Worldwide Companies). He began his career in IT Staffing with Advantage as a Sourcing Recruiter, finding top-tier candidates for the Sr. Recruiters. He quickly advanced to be the sole recruiter of a national high-volume staffing program. His accomplishments with this program led to him being an MSA recruiter for a large global enterprise client. He provided them with a wide range of talent for more than five years.
Education: Bachelor’s of Arts, Psychology, Framingham State University
Lisa Brody is the Talent Operations Manager at Harvard Partners and her focus is on managing the recruiting practice. Lisa has over 30 years of experience in recruiting and talent acquisition. She has successfully brought top-tier Information Technology and Business Professionals to our clients, with a purpose, to fill immediate needs as well as, create an ongoing strategy to find IT specialists, leaders, and executives in a variety of industries.
Prior to joining Harvard Partners in 2016, Lisa reveled in an accomplished career with Advantage Technical Resourcing, (formerly TAC Worldwide Companies) from the rise of the organization, serving in several specialized recruiting and talent management roles. She was a lead MSA recruiter for large global enterprise clients for over a decade, providing a wide range of talent. Throughout her advancement, she has consistently, cultivated a strong reputation among candidates and clients for competency, professionalism, and results.
Education: Massachusetts Bay Community College, Wellesley, MA Associate of Science, Retail Management