Enterprise Data Program Leadership.
Snowflake. Anaplan. MDM. Data Governance. Business Intelligence. AI Readiness.
I help organizations get the foundations right so the technology actually works when it lands.
What I Do
I lead complex enterprise data programs, the kind with cross-functional teams and the technology only works if the people and processes around it are ready. Whether I’m embedded through a consulting partner or working directly with your team, the approach is the same: stabilize delivery, align stakeholders, and make sure what gets built actually gets used.
Service Areas
Data Platform Implementations
Project management and delivery leadership for Anaplan (MFP, Finance), Snowflake, Business Intelligence, and master data management (MDM) initiatives. I coordinate cross-functional teams: data engineering, architecture, analytics, data science, and keep complex implementations on track, on scope, and aligned with business objectives.
Data Governance & Quality
Governance frameworks, SOPs, data quality strategies, and the change enablement that makes them stick. I help organizations build the structural foundation that enterprise data and AI initiatives need to succeed.
AI Readiness Assessment
Before investing in AI, you need to know where you actually stand. I assess data maturity, governance gaps, team readiness, and organizational capacity and deliver a view of what’s working, what’s missing, and where to start. I’ve managed GenAI proof-of-concepts and speak at industry conferences on this topic.
Program Stabilization and Recovery
When delivery timelines are slipping, stakeholders are misaligned, or teams are stuck, I step in to assess the situation, clarify priorities, reset expectations, and get things moving in the right direction. No drama. Just structured, senior leadership when it’s needed most.
Experience Snapshot
20+ Years of enterprise data and program delivery across multiple industries
$5M+ in program portfolios managed
30+ end-to-end BI and data initiatives delivered
6 industry conference appearances on AI readiness and adoption
Platforms & Technologies
Platforms I Work With
Snowflake
Anaplan (MFP, Finance)
Master Data Management (MDM)
Intapp CRM, Firm Management, & Risk
Business Intelligence & Analytics
Data Governance Frameworks
How I Work
I operate as an extension of your team, not a third party. Whether I’m working through a consulting partner or directly with your organization, your clients and stakeholders see me as part of the team. I adapt to your processes, communication style, and culture.
I communicate proactively and adjust to your organization’s rhythm. Every environment is different, formal or casual, data-driven or relationship-first. I read the room, adjust quickly, and keep stakeholders informed without overwhelming them.
I navigate politically sensitive situations with discretion. I de-escalate when needed, advocate when it matters, and keep long-term interests front and center. I’ve been doing this for over 20 years, and I don’t need credit or visibility to do it well. I need programs to succeed and relationships to last.
Engagements range from short-term stabilization to multi-month program management. I’m available for contract placements, white label partnerships with consulting firms, or direct project-based work. Whatever structure fits your needs.
When to reach out
You’re Implementing a Data Platform
Anaplan, Snowflake, MDM, or a major BI initiative, you need a senior PM who understands the technology and can keep cross-functional teams delivering on time and on scope.
A Program is Under Pressure
Delivery timelines are slipping, stakeholders are misaligned, or teams are stuck. You need someone who can walk in, assess quickly, and stabilize execution without drama.
You’re Assessing AI Readiness
Your leadership team is asking whether the organization is ready for AI, and you need someone who can give them a clear, honest answer based on real assessment , not a slide deck full of hype.
You Need Senior Leadership Without Adding Headcount
You need program-level oversight on a client engagement or internal initiative, but you don’t have the bandwidth or the right fit internally. I step in with the seniority and discretion the situation requires.
Your Data Foundations Need Work
Data governance gaps, quality issues, or adoption problems are holding back your analytics or AI ambitions. You need someone who’s built these foundations before and knows how to make them stick.
Speaking & Thought Leadership
I speak at industry conferences on AI readiness, adoption, and the organizational change that makes technology investments pay off. If your event or organization needs a speaker who’s practical, experienced, and honest about what AI readiness actually requires, let’s connect.
Speaking Engagements
Panelist, “Evaluating and Enhancing GenAI Readiness in Organizations” — Generative AI Expo, February 2025
Speaker, “AI Readiness” — Enterprise AI World, November 2024
Speaker, “Are You GenAI Ready? Kickstart Your Readiness Assessment” — Text Analytics Forum, November 2024
Speaker, “GenAI Kickstart: Establishing a GenAI Readiness Baseline” — Enterprise Data World, 2024
Speaker, “Quantifying Business Intelligence ROI” — Denver Petroleum Data Symposium, 2018
About Charity
I’ve spent my career in the space between technology and people. The messy, important middle ground where tools get deployed, teams adapt, data gets organized, and things either work or they don’t.
Over 20+ years, I’ve led enterprise data programs across multiple industries. I’ve managed multi-million dollar portfolios. I’ve built governance frameworks, coached delivery teams through complex implementations, and helped leadership teams make informed decisions about AI investments and readiness.
I’m drawn to work where technology serves people. That’s always been the through line, whether I’m managing an Anaplan implementation, assessing an organization’s readiness for AI, or standing on a conference stage talking about what “getting ready” actually looks like in practice.
I’m based in the Houston, TX area and work remotely with clients and consulting partners across the world.