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Kathleen Phillips, Board Advisor

Why Me?

My successes lie in my ability to listen and bring unbiased insights to complex people, process, and technology issues of today and tomorrow.


With honesty and integrity at the core of my being, I am  an unbiased, efficient, highly qualified, and passionate leader, with excellent communication and collaboration skills, ready to embrace any challenge presented, in anticipation of the opportunities on the other side.  

International, With Global Brands ...

A resilient, adaptable, flexible, collaborative leader and problem solver with a wide array of demonstrated Relationship Building, Process/Program, and Project Management successes across industries in Asia, Australia, Canada, Europe, the UK, and the US, with well-known industry leaders such as AIG, AXA, Capital One, Cathay Pacific, Cisco, Deutsche Bank, Hong Kong Government, HSBC, Matilda International Hospital, Mercer, Pfizer, and Prudential Financial.

Significant Achievements:

Post-Close M&A

· Managed the post-close integration of data, infrastructure and application integration solutions required in the AXA Insurance acquisition of HSBC Insurance business in Asia (US$400M)

· Successfully completed multiple Enterprise Resource Planning (ERP) integration programs across the globe.

Strategy, Innovation and Technical Advice

· Designed and developed the B2B and B2C go-to-market strategy for ERP and ECM solutions.

· Designed, developed, and managed a customer-driven Product Management group to enhance SDLC in compliance with NIST, FFIEC and PCI-DSS standards.

· Within 45 days, turned around a failing Asia region multi-market data analytics program worth US$300M.

· Achieved cost savings of US$2.75M resulting from 6-week process evaluation assessment

· Designed, developed, and implemented market penetration strategies across foreign markets.

· Designed, developed, and managed all aspects of the e-Enabled Aircraft program (US$500M) strategy for providing real-time integration between in-flight aircraft and Cathay Pacific back-end systems.

Digital Transformation

· Managed the design, development, and implementation of all the infrastructure and ETL solutions AXA/HSBC Integration Program(US$400M).

· Achieved 96% improvements in RTO and RPO in successful completion of Disaster Recovery tests for Financial Services SAAS provider

· Managed the sales, support, design, and delivery teams for SAP Archiving solutions across Asia

· Managed the sales, support, design, and delivery teams for Financial Services digital data archiving solutions across Asia.

· Primary Business Stakeholder in the design and development of the mediaocean platform for facilitating all aspects of the advertising business and financial operations, as originally developed by Datatech. 

· Managed the transition from on-prem hosted environment to cloud based, third party managed platform.

Business Growth / Market Expansion

· Turned around US$20M technology business (ERP) in Australia.

· Turned around US$8M technology business in Asia (ECM) in Asia.

· 100% growth in customer base in new markets, while maintaining 75-80% utilization rates.

· 86% increase in sales revenue in new markets.

· 75% increase in services revenue in new market

· 50% reduction in software implementation costs

Board Experience:

Board Advisor, AXS-One Asia, 2003 – 2012

Board Advisor, Computron Software, Asia, 2003 – 2012

Board Advisor, Matilda International Hospital, Hong Kong, 2008 – 2009

Board Advisor, Canadian Chamber of Commerce, Hong Kong, 2008 – 2012

Board Advisor, Computron Software, US, 1998 – 2001

Chairwoman, Business and Professional Women’s Association, Hong Kong, 2004 – 2007

Board Advisor, Mercer, Global, 2001 – 2002

Management/Leadership Experience:

Director, Compliance & Risk,   Peregrin   Services, US, 6/2021 – Present

VP, Director of IT Strategy & Operations, Peregrin Services, US, 10/2015   – 4/2020

Digital   Transformation Manager, BizTech Connect, HK, 1/2010   – 9/2015

Interim   CIO, Matilda International   Hospital, HK, 1/2008 – 12/2009

Regional Director, OpenText / AXS-One (Asia), 8/2003 – 12/2007 

Director, Global Operational Systems Strategies, Mercer (US and   UK) 

Industries:

Financial Services / Insurance / Legal / Professional Services / Technology   

Areas of Expertise:

Executive Facilitation / Strategic Foresight / Critical Thinking / Change Management / Customer Relationship Management / Digital Transformation /  Program Management / Chairing Meetings / Governance Frameworks (SOX, NIST, SOC2, FFIEC, PCI-DSS)

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