Steven Lee

Fractional CIO | Strategic Consultant for Midsized Businesses

ITL Advisory · Portland, Oregon Metropolitan Area

Apr 2025 – Present(1 yr 1 mo)

I provide strategic technology consulting and practical advice to organizations of all sizes, with a focus on mid-market companies. I specialize in mitigating security issues, project management support, improving IT operations, and auditing service and support processes. Here are the things I can offer your organization: • Develop a technology roadmap based on a study of your organization's capabilities, system architecture, and business needs. • Grow your organization. Develop people, processes, and tools. This includes developing your next generation of leadership, ensuring operational excellence, and acquiring and implementing critical systems. • As a CISO, conduct a thorough review of your systems, infrastructure, and security procedures. Develop recommendations for improvement and mitigation. Implement the improvements to enhance organizational security. • As a Portfolio Manager and experienced Project Manager, develop the artifacts and procedures to ensure project success. Guide other project leaders, ensure standards are being adhered to, and conduct reviews to ensure projects are completed on time and within budget. • Assist in selecting and acquiring your next enterprise solution. Use an RFP process to narrow down vendors and solutions that are the best fit. Implement a project and change management plan to ensure a seamless implementation. Initial consultations are no charge. Book a 30-minute session: https://calendly.com/stevenl-itladvisory

Senior Vice President of Technology

Logical Position · Portland, Oregon Metropolitan Area

Mar 2024 – Dec 2024(10 mos)

Head of all development and technical services functions. Serves as chief information security officer, ensuring compliance of policies and enforcement of controls. Aligns with leadership on company goals and executes a roadmap for technology investment. Responsible for all business systems capabilities. Heads all internal and external-facing software development projects. Heads all technology strategy and architecture functions. Responsible for data governance and enterprise reporting. • 70 direct and indirect reports; responsible for a budget center of $6.8 million. • Architected a combined API management and data delivery platform to connect disparate business systems, building off the Azure Databricks data platform. • Migrated legacy on premise Active Directory infrastructure to hybrid Microsoft Entra, significantly improving the company’s security posture. • Completed a company-wide migration to Zoom phone, improving telephony capabilities while saving $180,000 annually.

Vice President Of Technology

Logical Position · Lake Oswego, Oregon, United States

Feb 2022 – Mar 2024(2 yrs 2 mos)

• Oversee the daily operations and performance of the Technology organization to ensure company technology and security goals are met • Strategize and implement operational and structural changes with other senior executives and leadership • Build and managed DevOps capabilities while ensuring continuous high quality software delivery • Ensure the operational soundness of technical infrastructure, including client machines, networks and security devices • Implement new software capabilities and leverage existing solutions

Director of Software Engineering

Logical Position · Lake Oswego, Oregon, United States

Nov 2019 – Feb 2022(2 yrs 4 mos)

Manage and lead software engineering teams in the development and maintenance of internal tools. Support CRM and other operational business systems. Lead the development of new business intelligence capabilities. Lead software engineering • Continual development of a custom sales enablement system written in .NET Core • Support an account monitoring system written in Node.js • Maintain a client portal written in PHP • Migrate all systems to Azure with code rewritten to comply with new software standards, test automation and CI/CD features such as containers Lead the development and support of a custom Quickbase system • Enable new features for order capture, order fulfillment, commission tracking and billing • Reduce technical and process debt • Re-architect to streamline development and standardizing service offerings Develop a nascent Business Intelligence capability • Continue the development efforts in Snowflake Data Warehouse • Acquire/implement integration tools such as Workato and AWS Data Pipelines • Continue efforts on data normalizing, data capture through process re-development

Director of Business Solutions

NWEA · Portland, Oregon, United States

Nov 2015 – Sep 2019(3 yrs 11 mos)

Manage and lead a staff of application specialists, software engineers and project managers to support and implement business critical applications. Responsible for the overall management of the company's ERP and CRM systems, its internal collaboration portal, and integration with human resources and finance systems. Oversaw support activities for the company web site and all related web properties, including community and collaboration spaces. Leads a business systems-focused engineering team which extends CRM data to provide role-based access and identity management solutions. • Managed a staff of 25 and an annual expense budget of $5 million • Supported continuous updates of a complex Salesforce environment spanning Sales Cloud, Service Cloud, Community Cloud, CPQ and over 25 integrations. • Business system support of financial systems (NetSuite, Great Plains), human resources (Oracle HRMS, Paylocity, Ultipro) and integrations (Apex, Python, Jitterbit). • Supported and led development efforts for NWEA.org, the company flagship website which scaled to support 10M visitors a year (AWS auto scaling, re-development in WordPress, caching) • Supported a robust Professional Learning suite which include the support of Learning Management Systems (Docebo, ShareKnowledge, Taleo) and Community platforms (Jive, Salesforce Community Cloud, numerous custom solutions) • Oversaw the development multiple custom applications which led to $700,000 in labor savings, improved auditability and improved efficiency of several business processes. • Significantly improved software engineering processes by adopting Agile, Lean, Continuous Integration, software standards and automated testing.

Enterprise Business Technology Specialist

NWEA · Portland, Oregon, United States

Jul 2014 – Nov 2015(1 yr 5 mos)

Provide technical oversight and architectural guidance for internal business systems. Provide project leadership and organizational thought leadership, business analysis and consultation. • Technical consultation and leadership, project management, business architecture, process engineering, security reviews

Sr. Business Technology Specialist

NWEA · Portland, Oregon, United States

Apr 2011 – Jul 2014(3 yrs 4 mos)

Provide consultation and technical leadership to business managers in selecting, procuring and implementing new system capabilities. Perform business analysis. Provide project leadership to match systems with business requirements. • Project management, business analysis, system engineering, vendor selection / management, technical consultation and leadership, application support

Quality Improvement Specialist

support.com · Redwood City, California, United States

Feb 2010 – Mar 2011(1 yr 2 mos)

Duties include measuring and interpreting technician performance data using Six Sigma-based quality standards. Maintained and updated an Excel-based executive metrics dashboard. Developed modularized process documentation and performed quality assurance audits. • DMAIC, SIPOC, control charts, quality sampling, metric and dashboard development

Blogger and Editor

Self Employed - Writer, Editor and Blogger · Portland, Oregon, United States

Dec 2007 – Jun 2009(1 yr 7 mos)

Blogger and copywriter. Created a website that had a following of 1500 visitors per day. Provided editing and copy for numerous larger sites relating to technology and gaming culture. • WordPress, theme creation and modification, SEO, Google analytics, Google AdWords, PHP, HTML, CSS, Amazon affiliate programs, Linux

Technology Consultant

Gentle Dental Careers · Vancouver, Washington, United States

Oct 2006 – Nov 2007(1 yr 2 mos)

Project coordinator and server administrator for a mid-sized dental company. Assisted in the implementation and deployment of clinical imaging and office automation systems. Performed other support and administration tasks as required. • Windows Server installation and administration, Dolphin dental imaging, Websense content filtering, Active Directory management

Sr. Program Manager

Daimler Trucks North America · Portland, Oregon, United States

Feb 1999 – Mar 2006(7 yrs 2 mos)

Responsible for designing, deploying and maintaining a high-availability, fault tolerant, web hosting environment for Freightliner. Also responsible for all web application deployments and integration with server, network and security systems. • Designed, deployed and supported a high availability server farm that eventually spanned over two hundred servers, serving up 30 custom web applications and enabling over $1 billion dollars’ worth of commerce • Managed a budget of roughly $6 Million, 12 Application and Dev Ops Engineers • Extranet/network design, geographic redundancy, load testing, network monitoring • Supply chain, JIT, central warehousing, inventory management systems, EDI, RFIDs, Kanban, Lean manufacturing • Executive presentations and strategy; succeeded in winning approval for $30M in new capital projects