Oracle ERP Project Leadership

for Higher Education, Healthcare & Research

Enterprise Leadership

With over a decade of experience leading complex Oracle Cloud ERP initiatives, I guide Higher Education, Healthcare, and Research organizations through the critical challenges of Cloud transformations. My approach pairs deep industry knowledge with hands-on oversight to ensure your system investments deliver operational stability, compliance, and value.

Core Pillars of Expertise:

Project Leadership: End-to-end program management, PMO governance, and risk mitigation.

Grants & Financials: Proven delivery of numerous end-to-end finance implementations, featuring deep specialization in complex research and academic projects with the Oracle Grants suite of modules (Grants, Projects, Contracts, Billing, Receivables, and Budgetary Control).

    • ERP Project & Program Management: Comprehensive oversight, structure, and execution from planning to go-live.

    • Interim Project Leadership: Seamless transition management as a temporary Project Director or Program Manager.

    • PMO Advisory Services: Establishing robust internal project governance, framework tools, and readiness metrics.

    • Finance Architecture & Delivery: Leading multiple end-to-end cloud transformations as a Finance Architect to align system design with enterprise financial goals.

    • Grants Suite Implementation: Hands-on leadership as a Grants Suite Lead, tailoring complex research, compliance, and academic funding structures to the software.

    • Software Selection & Advisory: Industry-informed guidance to evaluate, select, and strategically map out core ERP and Grants solutions.

    • Independent Project Health Reviews: Objective, actionable risk assessments and course corrections for troubled projects.

    • Post-Go-Live Stabilization: Ensuring technical stability, rapid user adoption, and process alignment post-launch.

    • ERP Change Management Advisory: Structured organizational readiness, communication, and training strategies.

Thought Leadership
Oracle Grants and Project Accounting: Cracking the POETAF Puzzle
Oracle Grants and Project Accounting: Cracking the POETAF Puzzle

In Oracle Cloud Grants and Projects, all transactions are coded using POETAF (Project, Expense Organization, Expenditure Type, Task, Award, and Funding Source) rather than directly entering a GL chart of accounts string. This structure ensures consistent accounting, simplifies user input, and enables powerful reporting. Understanding how POETAF maps to your GL through Subledger Accounting (SLA) rules is essential for cleaner data, smoother integrations, and long-term success in your Oracle Cloud implementation.

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How Oracle Cloud ERP Is Using AI to Transform Finance
How Oracle Cloud ERP Is Using AI to Transform Finance

Artificial intelligence is reshaping the financial landscape, and Oracle is leading the way by embedding AI capabilities into its Cloud applications. These capabilities automate routine tasks, reduce errors, and improve efficiency. One of the most significant recent additions is the AI Agent Studio, which allows organizations to build or customize AI agents without needing technical expertise. These agents can perform multi-step tasks and interact with data using plain language. Other key features in Oracle Cloud Financials include account combination defaulting, narrative generation for financial reports, and tools that automate receipt capture and matching.

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Navigating Research Administration in Oracle Cloud: What Institutions Should Plan For
Navigating Research Administration in Oracle Cloud: What Institutions Should Plan For

Oracle Cloud offers a modern, scalable ERP platform, but research administration presents unique challenges that require special attention during system selection and implementation. This article outlines key functional gaps and process complexities research institutions should plan for—ranging from salary cap adjustments and effort reporting to subrecipient monitoring and grant closeout. While the system can support many research operations with the right planning, institutions must approach these areas with the necessary rigor, cross-functional coordination, and understanding of sponsor compliance requirements. By identifying these challenges early, institutions can better position themselves for a successful Oracle Cloud implementation that meets both operational and regulatory needs.

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Go-Live Isn’t the Finish Line: Redefining ERP Success for Long-Term Value
Go-Live Isn’t the Finish Line: Redefining ERP Success for Long-Term Value

Most ERP projects are judged by timelines and budgets — but that’s only part of the story. In this article, we explore what true ERP success really looks like: user adoption, data integrity, support readiness, and measurable business outcomes. If your implementation strategy ends at go-live, you’re missing the bigger picture.

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5 Things That Go Wrong During ERP Implementations
5 Things That Go Wrong During ERP Implementations

From conversion errors to lack of post-go-live support, ERP projects often stumble over avoidable missteps. This post breaks down five common mistakes I see across implementations — and how organizations can proactively avoid them to ensure smoother, more sustainable success.

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