16+ years leading enterprise Pega delivery for Canadian banks and insurers — case design, integrations, and distributed teams at scale. On the side, I also found and build SAMSBPM, a small SaaS studio.
16+ years designing and delivering Pega solutions across banking, insurance, and healthcare — 13+ of them with Canadian financial institutions. I own solution design, impact analysis, and end-to-end delivery on every engagement, including a full DB2-to-Azure-SQL data migration and two platform version upgrades along the way — routine work in my experience, handled without drama.
I lead distributed onshore/offshore teams through estimation, design review, guardrail compliance, and production support — and stay hands-on with Constellation, Email Bot, Pega GenAI, and REST/SOAP integrations. Outside client work, I founded SAMSBPM Technologies, where I architect and ship multi-tenant SaaS platforms with embedded AI.
GRS Ops – multi-channel intake (Email, Manual, Kafka, Kofax) routed through a single case lifecycle. Designed the REST integrations with SL Global and the Email Bot channel, alongside the Pega 8.6 → Infinity 24.1 upgrade.
WealthOne – owned the end-to-end DB2 → Azure SQL Managed Instance data migration (schema mapping, reconciliation, performance validation), delivered alongside the PRPC 7.2 → Infinity 23.1 upgrade.
FRM – Fraud Risk Management. Built an Email Bot channel with Office Message Encryption for automated, secure fraud-enquiry triage.
WealthOne – Document Processing & Retrieval. Led the Captiva REST integration and the review/approval case flows.
Choices Wealth – automated the Life & Health Insurance conversion process for customers with changing employment status, across two applications on different frameworks.
WealthOne – Document Processing & Retrieval. Built the Captiva REST integration and downstream approval processes.
FRM – Fraud Risk Management.
WealthOne – Client Update. Implemented business rules for data integrity and delivered updates to client and account details.
GLOS for ANZ Banking Group – global lending origination on the CLMFS framework. Led upgrade-impact analysis and OOTB reconciliation.
PRISM data migration for HealthNet Inc. — migrated legacy PAOS data and delivered search across the full migrated data set.
RBC US Wealth Management – Archiving. Delivered OOTB Archive/Purge to IBM OnDemand and evaluated BIX as an alternative.
RBC Royal Bank – Referral Management System, Business Credit Process Management, and US Wealth Management archiving.
RBC Royal Bank – US Wealth Management Recurring Cheques, and Technology Integration workflow automation.
Since 2024 I've been founder and technical lead at SAMSBPM, a Canadian software company building multi-tenant SaaS platforms for small and medium businesses. I own architecture, development, and production deployment for every product — the same case lifecycle and RBAC thinking that underpins enterprise Pega delivery, applied on a modern cloud stack.
Acrylic and watercolor studies, long road-bike loops, and the occasional motorcycle run — the analog counterpart to a career spent building systems.