Lori Williams

Enterprise web program supporting Microsoft Surface for Business  ·  Late-stage engagement following team turnover

• Served as sole program manager for the Microsoft Surface for Business website — a B2B enterprise site spanning 49 locales across global markets — leading delivery planning and cross-discipline coordination across five external vendor teams covering content, design, strategy and research, analytics, and development.
• Operated across segmented Microsoft Teams environments with confidentiality controls, managing information boundaries between vendor groups while maintaining delivery visibility across all workstreams.
• Conducted a structured discovery and diagnostic of five interconnected delivery workflows — scheduling/WBS, asset management, copy handoffs, QA tracking, and MS Project/Teams integration — documenting current-state risks, root causes, and business impact across each; produced the operational equivalent of a consulting engagement assessment.
• Proactively identified delivery risks across all five workflow areas and designed a phased remediation roadmap: a short-term POC using MS Project and SharePoint-backed Power BI dashboards with role-based access controls, and a long-term automated model using SharePoint Lists to eliminate manual schedule duplication and reduce PM overhead.
• Built a Microsoft Forms and SharePoint proof-of-concept for QA intake to replace a shared Excel file at risk of corruption, filter conflicts, and data loss across 20 simultaneous users during launch; defined acceptance criteria for the replacement system and authored the rollout plan and training framework.
• Designed a SharePoint Asset Library architecture to replace a screenshot-based Excel asset matrix, centralizing image metadata, version control, and partner access permissions across design and development handoffs.
• Produced a six-component change management framework covering problem identification, root cause analysis, opportunity mapping, solution design, impact assessment, and initiative prioritization — giving leadership a structured basis for moving from reactive, ad-hoc delivery to a proactive program model.

Online compliance training / SaaS LMS  ·  Web delivery and platform program management across 10+ ecommerce properties

• Owned web delivery and optimization across a portfolio of 10+ B2B and B2C ecommerce properties in a regulated online training environment — covering Drupal and WordPress CMS platforms, LMS integrations, and multi-system ecommerce infrastructure — operating in a consultative, internal-agency model partnering with product management, engineering, SEO, content, and design.
• Program-managed major website redesigns, platform migrations, and post-acquisition site integrations; led discovery and requirements definition, produced project plans, acceptance criteria, and delivery workflows aligned to business goals and regulatory constraints across compliance-driven verticals including OSHA, HIPAA, DOT, and real estate licensing.
• Partnered with product management to translate vague feature requests into buildable IT specifications — surfacing missing UX requirements, UI comp needs, usability criteria, and performance standards before work entered development, reducing rework and clarifying delivery scope.
• Built and maintained reusable delivery infrastructure across intake, estimation, UAT, launch readiness, and retrospectives that stabilized high-volume concurrent delivery and reduced surprises across cross-discipline teams.
• Developed and presented executive-level architecture strategy for headless CMS adoption, translating platform complexity — content hub design, decoupled system architecture, reusable content architecture strategy, and acquisition migration logic — into business risk and ROI language for non-technical leadership.
• Applied AI as a thinking partner across delivery, strategy, requirements, and content: reduced time-to-draft for recurring promotional content by roughly 90%, supported Jira dashboard and JQL configuration, translated stakeholder requirements into IT-ready specifications, evaluated navigation IA against usability research, and built executive-facing strategy narratives — while maintaining human review and brand accountability throughout.

PwC engagement; placed for Power BI analytics and enterprise PM expertise

• Owned PM and UI/review delivery for a Power BI analytics platform measuring project process and performance across Texas K–12 standardized testing programs statewide.
• Managed extremely large, interdependent project schedules — individual programs ran to 10,000+ tasks, with the master schedule exceeding 100,000 tasks and thousands of cross-program dependencies — in Microsoft Project Web App, supporting PMO-level planning and executive reporting.
• Improved enterprise reporting by designing custom fields, data models, and Power BI views; documented schedule standards and training materials that improved consistency across the portfolio.

Formal internal, fee-for-service digital agency serving all TASB divisions and member organizations

• Designed and implemented a complete delivery operating model for a digital agency team with no existing process — triage workflow, sprint planning cadence, client request intake, peer QA governance, and Project Overview templates with scope sizing across five dimensions, all integrated into Asana.
• Coordinated simultaneously across internal division clients, a digital agency partner, and development and SEO/content vendors; took the team from no accountability structure to a documented, client-facing delivery system.
• Ran 40+ hours of stakeholder focus groups across every fee-for-service product area to map TASB’s qualitative mission goals to measurable digital behaviors; built a master framework later adopted as the organizational basis for OKRs.
• Built a ~40-tag GTM instrumentation system from scratch — covering page scroll depth, content ratings, recommendation engine signals, and standard funnel instrumentation — with formal governance documentation: naming conventions, business rules, and a change management process requiring IT and vendor sign-off before any tag modification went live.
• Designed a DMZ-style Salesforce data cache architecture — selecting a non-PII member data subset for secure integration with the Kentico CMS, enabling content personalization by member profile; wrote requirements, marketing developer executed the integration.
• Built a full analytics reporting stack on the GTM foundation — Tableau and Power BI dashboards integrating GTM/GA and Salesforce member data, delivering executive-level goal visibility across web and member engagement data; separately led headless architecture migration planning for a transition to Kentico Cloud / Kontent.ai.

Internal digital agency supporting clinical, operational, and marketing stakeholders across a large regulated health system

• Led consolidation of 14 separate Foundation websites into a unified fundraising platform on Blackbaud/Luminate — gathered and prioritized 300+ features, ran focus groups with fundraising teams, built IA and donor journey paths, and managed a four-party delivery structure across Foundation stakeholders, Blackbaud, the internal digital team, and external development vendors.
• Led client delivery across a WordPress multisite environment modernizing 50+ Seton websites — building out subsites, pages, and sections according to branding standards, ROI priorities, funding requirements, and strategic goals — as the organization transitioned toward a unified architecture ahead of a planned Sitecore migration.
• Built a digital project brief system as the intake governance structure for the internal agency, standardizing how client requirements, audience goals, campaign integration, and analytics needs were captured before any project began.
• Built the business case and led delivery of a secure provider portal for Seton Health Alliance: navigated STARK law compliance, Active Directory SSO, multi-source provider roster data, and cross-functional coordination across IT, security, compliance, and external development vendors to deliver on time within a highly constrained regulatory environment.

• Directed creation, staffing, and compliance reporting for city, state, and federally funded digital literacy programs across multiple community sites and partner organizations.
• Built the organization’s delivery operating model: Salesforce-based program tracking and automated reporting, standardized processes for equipment and program data, and a four-goal strategic plan with measurable objectives and a marketing dashboard adopted as the organizational planning framework.