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Carlos Diaz-Calvi

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713-557-7247       diazcalvi@gmail.com       www.diazcalvi.com

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portfolio director | program, service and project management | pmo & coe setting

finance | workforce | oil & gas | energy | aerospace | insurance | products

My Professional Career

Seasoned Program/Service Manager & Director with over 25 years of regional and global leadership experience, including 17 years serving Accenture's Fortune 100 clients. Proven track record of delivering best-in-class solutions, leading cross-functional teams, and building long-lasting client relationships across all levels of leadership. Designed Project Management Offices (PMOs) and Centers of Excellence (CoEs).

 

Fifteen years of experience working as a Program/Service Manager and PMO Director in Europe, followed by a decade in the USA (Texas, Oklahoma, Connecticut & New York). Passionate servant leader, advocate for continuous improvement. A firm believer in change as a constant driver of growth in both my professional and personal life. Published author and regular university speaker regarding Kaizen, OKRs, and Lean program management.

Measure, Control, Improve, and Track. That’s my why, my purpose.

Industries

  • Banking & Finances|Stock Exchange: Dublin, Ireland |CT & NY, USA.

  • Oil & Gas, Energy: The Netherlands | TX, USA |London, UK | India

  • Aerospace: Madrid, Spain.

  • Product/ Manufacturing / Retail / Marketing: OK & FL, USA |Barcelona, Spain

  • Workforce: OK & TX, USA |Poland.

Core Competencies

  • Regional/Country Leadership: GEO and cultural awareness, Metrics, OKR implementation, Target Margins. Resource allocation, and workforce planning. Aligning Mission & Vision to Tactical.

  • Service and Program Management: Programs & Services, SLAs, and SDLC. Agile and Traditional.

  • Cross-Functional Team Leadership: Offshore, Onshore, blended rates, LCRs, billing, and cost control

  • Business Analysis: BABOK, scoping, budgeting, scheduling, 3rd party/consulting stakeholders, OCM.

  • PMO & CoE Setup and Build-up: B2B Internal and External, SMART Goals, Value Management.

  • Architecture Upgrades and Refreshes: Out-of-support server migrations, Disaster Recovery.

  • Kaizen, 5S, and OKR (Objectives and Key Results): CI + Mission, Vision to tactical. Purpose and Whys.

  • IT Delivery Management: IT delivery, including portfolio and vendor management. Procurement.

Professional Experience

Service Advisory Director – Power Platforms (JM Family, Toyota, Products, Florida): 2022 – 2023
Successfully led the initial phase of the Power Platform Implementation (Apps, BI, Pages) at the largest automotive dealer of parts and services in the southern US. Conducted comprehensive workshops to evaluate the current and future state, created a strategic plan, and Fit GAP analysis. DevOps product backlog and successful deployment of Power Apps, D365, and Dataverse; unlocking opportunities for further advisory work. 

Global PMO / Transformation Champion (Technip FMC, Oil & Gas, Houston, TX): 2021 – 2022
Collaborated with the current PMO organization leadership, and successfully oversaw the work of 12 PMs on 30 projects. Implemented advanced monitoring and tracking methods that resulted in the more efficient management of programs. Spearheaded portfolio prioritization, negotiated deals with external PMs, and ensured adherence to guidelines. Achieved a 20% increase in success rates and a 25% reduction in delivery time while keeping costs as in previous years.

Director - SAFE Implementation / Release Train Engineer (Chevron, Oil & Gas, Houston, TX): 2020 – 2021
Led the integration of all programs for the world's largest implementation of the SAFE methodology. Successfully oversaw the implementation of new business capabilities initiatives, including portfolio prioritization, scoping, staffing, and budgeting. As a result of the collective efforts, 20+ Agile teams were aligned, and the implementation was a success.

Portfolio Manager / Robotic Process Automation Director (Duke Energy, Energy, Charlotte, NC): 2020
Successfully led a team of 30 consultants to automate most of the outdated billing processes. Developed a comprehensive strategy and roadmap, which involved hiring third-party implementers, and delivering new solutions across different areas. As a result of these efforts, 25 new Blue Prism automations, resulted in an impressive $5 million in cost savings. This achievement resulted in a 40% reduction in billing/invoicing errors, and a 30% increase in efficiency.

Director of Delivery / Program Manager (Express Professionals, Workforce, Oklahoma, OK): 2018 – 2019 
Program-managed three concurrent projects as part of a Mobile/Web revamping, aimed at transforming the workforce into an Uber-style model. Ensured positive margins on a 3-year deal worth over $5 million by utilizing EVM metrics, Six Sigma Control Charts, and Agile methodologies. Gained valuable insights into managing teams in Poland, resulting in a 20% increase in efficiency, a 30% improvement in customer satisfaction, and a 15% reduction in delivery time.

PMO Lead & Scaled Agile Program Manager (Haliburton, Energy, Houston TX): 2017 – 2018 
Oversaw two concurrent next-gen projects (Real-time databases: SOAP and ETP) with a team of 40 consultants and 3 associated global programs, a budget of over $10 million. Drove excellence across the entire project lifecycle and achieved a significant reduction in project schedule variance, as low as just 2%. Accomplished this by implementing new resource management strategies (replaced excel based for DevOps and OKR). Utilized best practices in PowerBI executive reports. The project's success resulted in a 40% reduction on Real Time event transmission from Sea-Platforms to Central.

Global Service Delivery Ops Manager (Bridgewater Assoc., World’s largest Hedge Fund, NY & CT): 2015 – 2017  
Led the global team and aligned the corporate mission/vision (Ray Dalio’s principles.com) to tangible SLAs to make sure that IT, software, and technology services needs were satisfied. Integrated software solutions that improved forecast accuracy by 50%, enhanced resource availability, and reduced costs by 40% (automated workflows). Redesigned SLA strategy (from traditional hrs./severity to Six Sigma, to Customer Satisfaction). Reduced TTR by 40%, setting delivery gold standards. Improved budget administration, initiated quality certifications, and bolstered client satisfaction by 25%. 

Portfolio Manager / Center of Excellence Delivery Manager (Shell, Oil & Gas, Houston, TX): 2012 – 2015   
Successfully led a global team of 38 resources in transitioning to a Managed Service model for SDLC. Delivered 58 complex process automation projects across 5 verticals, with a total value of over $20 million. Provided crucial insights into project scope, reducing issues by 60% through technical advice and COE Self-cater intranet. As a result of these efforts, the organization saved 2M USD and a 25% increase in Workflow efficiency. Customer satisfaction rates also increased by 35%.

Sales Champion - Business Process Automation SME / Sales (Zurich, Insurance, Barcelona, Spain): 2013   
Led the team that implemented a renewed process automation using K2 and Nintex, covering over 100 Claims processes. Created trust with Leadership and secured a position as the best supplier, resulting in new contracts for $5M in 2 years.

Program & CoE Delivery Manager (Shell, Oil & Gas, The Hague, The Netherlands): 2007 – 2012 
Established a successful Center of Excellence for Business Process Automation and Workflow, ensuring quality and performance standards for 40 consultants and 50 projects. Internal B2B, generating $15M in sales while reducing costs for the operations department. The program lasted 5 years, in The Hague and Pernis, Rotterdam.

Senior Architect (Airbus– Mission Control Systems, Aerospace & Military – Spain): Jun 2006 – Sep 2008

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