Garrick Schermer

GARRICK D. SCHERMER Portland, OR • - •- Professional Summary Accomplished leader with over twenty-five years of experience in architecting and delivering data platform and analytics system development life cycle projects and product management for various world-class industry leaders in automotive, manufacturing, financial services, logistics, telecommunications, print media, government services, health care, and global transportation. Solid expertise in the following:  Strategic framework development for: o Enterprise data strategies o Data architecture, data integration, and data governance  AI & Advanced Analytics Enablement  Focused problem-solving skills and personnel management experience to logically and systematically resolve critical and time-sensitive problems.  Accomplished team leader passionate about developing and mentoring world-class teams to deliver to solve, design, implement, and deliver technical business solutions. Work History Data Strategy Consultant (Independent LLC) January 2021-present Independent Consultant Led comprehensive data strategy initiatives for mid-market clients across education, financial services, and healthcare sectors, driving digital transformation and enabling data-driven decisionmaking.  Strategic Framework Development o Designed enterprise data strategies aligned with business objectives for organizations o Created scalable data architecture solution roadmaps accommodating diverse data sources while ensuring regulatory compliance o Established data governance frameworks to maintain quality, security, and accessibility across the organization  AI & Advanced Analytics Enablement o Crafted practical roadmaps for AI implementation that delivered measurable business value o Assessed organizational data maturity and identified critical capability gaps for machine learning readiness o Designed foundational data structures to support predictive modeling and intelligent automation  Technical Expertise o Data Platform Architecture: Snowflake SnowPro Certified, Azure, AWS o Integration Technologies: ETL/ELT, API strategies, real-time processing o Data Governance: Quality frameworks, master data management, security policies o Analytics Enablement: Self-service BI, predictive modeling, AI readiness CerebralEdge September 2024-present Trusted Advisor – Chief Data Engineer Advisor / Data Engineering Consultant for Healthcare Data Strategy and AI Implementation company to enable healthcare organizations to effectively organize and use data to streamline operations and improve outcomes, by fixing the broken foundations that lead to wasted time, money, and missed opportunities.  Extensive pre-sales proof-of-concept development in Snowflake with a focus on Cortex AI and agentic AI solutions  Snowflake solution architecture and costing estimation  Solution architecture roadmaps  RFx/RFP documentation and response creation  SOW creation  Process strategy review Virtuous Software – Portland, OR November 2024 – May 2025 Senior Technical Product Manager – Analytics and Insights Responsible for the product strategy and vision for the Analytics and Insights products. Accountable for technical leadership, including developing and mentoring the technical teams and communicating with business stakeholders. Drove innovation and thought leadership to drive product roadmaps and competitive product advantages. RSM US – Phoenix, AZ / Portland, OR May 2022 - October 2024 Platform Director – Data & Analytics -) Responsible for the Azure-based Enterprise Data Platform functionality and availability to drive enterprise reporting and analytics needs. Accountable for providing outstanding technology solutions through high-performing teams and partnerships, as well as quality technical solutions with a focus on operational excellence and scalable solutions that drive data-driven insights.  Partner with business leadership to define priorities and reporting capabilities  Responsible for driving innovation efforts to improve data processing and data quality  Drive efforts to effectively use enterprise data sets and analytical tools to provide data-driven decision support  Accountable for defining and enforcing data governance and data security policies for the enterprise reporting environment  Responsible for creating and maintaining the technology roadmap, ensuring alignment with the overall firmwide strategy  Delivered proof-of-concept technical solutions for business investment decisions (internal presales)  SOW creation for new technology capital development  RFP management with external delivery partners  Lead and mentor the Data Engineering and Business Intelligence engineering teams Responsible for the analysis of Azure platform metrics. Was able to reduce run costs by $2M per year and optimize our compute and storage spend to a predictable level. Director of Data Engineering (January 2022- May 2022) Responsible for the IT Data Engineering efforts to deliver business solutions to support Business Intelligence and Analytics.  Provided technical oversight and leadership for the build of the Modern Data Platform (Azure / Databricks)  Partnered with business leaders to establish and enforce security and governance standards  Delivered enterprise architecture to solutions in support of scalable solutions  Developed and maintained technical and data standards to ensure quality data and BI solutions  Collaborated across IT departments to deliver innovative solutions  Mentored and fostered team development  Computer Enterprises, Inc. – Pittsburgh, PA March 2021 - January 2022 Digital Transformation Manager at PPG Industries Responsible for the delivery and execution of Artificial Intelligence and Machine Learning applications for key strategic initiatives to reduce manufacturing costs, improve production quality, and reduce energy consumption.  Support the build and deployment of AI/ML solutions at industrial scale  Foster the adoption of Digital Solutions  Implement best practices  Drive process changes Octopi Commerce – Scottsdale, AZ January 2019 – January 2021 Senior Director of Product and AI Oversaw the product development strategies, market feedback, and product enhancement for a multiple Point of Sale partner integrated application. Responsible for the design, delivery, and implementation of a data platform to support machine learning and AI decision driven merchant client applications. Directed the Product Management and Data Platform teams.  Delivery of initial product offering that allows merchant Point of Sale platform to integrate with the REACH product portal to improve scheduling efficiencies and target best-fit customers.  Architect of application data model to allow for integration across multiple Point of Sale partners to standardize data elements for internal AI analysis. o Managed Azure SQL / Datalake architecture with API data integration. o Created data model for OLTP scheduling application in Azure SQL and Azure Datalake. o Architected AI/ML layer in Azure Databricks. o Managed end-to-end data flow from Point of Sale partners through transactional layer though to analytic platform using Azure Databricks.  Development of AI strategy to maximize efficiencies across various merchant and client interactions to deliver increased merchant revenue and relevant, personal client messaging. o AI/ML processing using Azure Databricks o Chatbot proof-of-concept using Google Assistant  Managed product development and delivery throughout several product iterations and Point of Sale partner integrations.  Promote the data science and engineering applications and communicate functionality to the executive team and 3rd party partners.  Provided mentorship and leadership development of technical team members. American Express – Phoenix, AZ April 2016 – January 2019 Senior Data Architect Responsible for the design and implementation of a complex data warehouse for sensitive internal finance and HR data. Oversaw data integration strategy for inclusion of business unit data into the larger corporate data platform.  Managed the finance and HR data organization and distribution from disparate source systems to the appropriate downstream data consumers.  Constructed a unified data model to define business data requirements with the physical schemas across multiple data environments.  Developed analytics strategy for advanced Business Intelligence capabilities.  Collaborated with the business partners to create insightful analytics platforms for their consumers.  Responsible for the data schema design and organization of various data warehouse and unstructured data repositories. Trax Technologies – Scottsdale, AZ March 2013 – March 2016 Senior Business Intelligence Solutions Architect Responsible for global business solution design and delivery of Business Intelligence products to allow management teams to leverage logistics analytics to make informed business decisions.  Developed Enterprise Data Analytics solutions that allowed for advanced analytical analysis of over 4 billion individual transactions representing over $12 billion in global freight shipments to create: o Spend and Efficiency trend analytics. o Predictive Modeling applications. o Custom Ad-hoc analytic solutions. o One global repository from over 60 distinct systems.  Managed data quality controls for global customer data feeds, including on-site analysis with the EU team in Scotland, and remote management with the Philippines, Costa Rica, and Singapore teams.  Created OLAP data warehouse data model for business intelligence reporting applications. Sakonent – Chicago, IL April 2011 – December 2012 Project Manager and Technical Architect Global Project Manager and Technical Architect for the Siebel and Salesforce.com development and delivery teams.  Project Manager for Oracle software development lifecycle implementations for a several global clients. o Delivered solutions to improve operational efficiency and increase customer satisfaction. o Managed the client relationships, including on-site work with clients and partners in Sri Lanka and Pakistan. o Authored Business Requirements documents for the projects. o On-site training and remote management of the Pakistani IT team. DHL – Scottsdale, AZ July 2007 – April 2011 Senior Software Engineer  Managed technical design, review, and build for Siebel CRM development team.  Directed knowledge capture and transfer process for migration of the Siebel CRM environment from Scottsdale, AZ to Prague, Czech Republic.  Delivered application knowledge sessions to the executives and support team in Prague.  Directed the setup and data migration for the various development and test environments.  Conducted Executive level training for the Customer Loyalty application in Singapore. Career Note Additional tenure as Principal Consultant as eLoyalty Corporation (Lake Forest, IL), Manager at Braun Consulting (Chicago, IL), Senior Consultant at Siebel Systems (Rosemont, IL), and Senior Consultant at Arthur Andersen (Chicago, IL). Details upon request. Education Master of Arts: International Relations, 1996 The University of Chicago - Chicago, IL  Thesis: Preference and Power in the Financial Services Negotiations of the WTO Bachelor of Arts: Political Science & International Studies, 1993 Northwestern University - Evanston, IL Certifications Snowflake SnowPro Core ITIL (v3) Foundation in IT Service Management Skills  AI & Advanced Analytics Enablement  C-level, executive, internal, and client communications  Data Strategy  Data Integration  Data Governance / Data Security  Project Management       Data Modeling Microsoft Azure / Databricks / Python Snowflake (SnowPro Core Certified) ETL Building and leading global teams Quality Assurance / Testing