Ed Lee
Ed LeeSenior Consultant
(916) 214-0715

Ed Lee, Senior Consultant

Throughout his career, Ed has sponsored and/or successfully implemented large Customer Relations Management (CRM), Document Management with workflow, and Enterprise Resource Planning (ERP),  Enterprise Content Management (ECM) and off-the-shelf systems for large and small public organizations. 

His extensive range of experience with software integration or adoption, facilitating and implementing Information Technology (IT) Strategic Planning, and handling data conversion projects strengthen EID’s efforts to provide outstanding experience, subject matter expertise and the best service for our clients.

His solid track record of success, which includes working with an organization’s Executive and/or Business leadership to adopt “just-in-time” technology, improve business driven processes with technology solutions and leverage software system as a method to drive customer service improvements or fiscal responsibility.  He has the knowledge to maximize and the IT resource team and IT investment to create a customer centric, reliable and responsive service organization to meet the business requirements.

Experience and Insight

Mr. Ed Lee brings a wealth of “solid hands-on” experience in content management projects and lesson learned with integrating records and document management technology into an organization. He possesses the advance knowledge of document and record capture with the latest technologies such as machine learning algorithm, artificial intelligence, natural language processing, etc.  Mr. Lee has expertise in all phases of an enterprise content management project, experience with doing document/records management assessments, records prep for data conversion, writing project requirements, preparing a request for proposals, etc.

He owns the rare blend of insight with his participation in industry standards, and best practices with “real-world” project experience, and the ability to work with all levels of an organization or project teams to facilitate project/technology change management.  For example, Mr. Lee may serve as project oversight, trainer, business analyst, system tester, etc. In addition, he has acquired an in-depth understanding of all aspects of technology integration, security, and system administration of some of the largest content management solutions.

Mr. Lee has a long history of working with all types of organizations to create and adopt the strategies or goals of a “trusted” environment architecture.  He has leveraged his certification as an information governance professional to acquire intermediate experience with EID customers to conduct risk assessments/mitigations strategies, how to automate records management and disposition, plus establish policies and procedures to manage the lifecycle of electronic records (e.g., email, fax, data files, etc.).     

Ed’s experience includes:

  • Establish Information/Data Governance Programs
  • System administration of ECM products
  • Records management lifecycle
  • Document/Record “capture” technologies
  • IT Project Management
  • Organizational Transformations
  • Enterprise & Database Architecture
  • Business & technology driven solutions for the public sector
  • Migration or implementing “Cloud” services
  • Skills and 360 Degree Operation Assessment
  • CIO Coaching or Mentoring
  • Software integration or custom development
  • Data conversion and custom software interface
  • IT Procurement assistance
  • Organization Change Management
  • IT Service Management
  • IT Training Program Development & Improvement
  • IT Policy & Procedures
  • Operation Recovery & Continuity Planning
  • Technology Operations Budget Building (e.g., zero based, performance based, etc.)

Mr. Lee has completed an ISO/ 18829 Record Assessments for numerous organizations, including the detailed baseline business process analysis and evaluation of forms, records, and documents used by large and small organizations.

Mr. Lee has prepared assessment findings to feed into a strategic roadmap for the organization including technology recommendations, business process
improvements, records/documents management policies and procedures to be in compliance with industry standards and best practices.

Mr. Lee has Content/Records project management, implementation, and oversight experience including project planning, procurement steps, implementation tasks, change management activities, mentoring project champions and establish project communication strategies.

Mr. Lee is understands how vital business and/or technology project goals and objectives must be achieved in a timely fashion. He has experience, knowledge and
skills to align or breakdown team activities to achieved the desired outcome required by business and management.

EID Team Certifications & Associations

Trusted State Agency Technology Change Agent

Data Conversion

We provide real experience with data conversion efforts following a multi-step approach to getting data from an old application system over to a new software system without multiple interactions.

  • Training on data conversion strategy, approach, and risk
  • Experience to prepare high level descriptions to capture data and approach
  • Knowledge to create data integrity and synchronization approach
  • Know how in data recovery and backup options
  • Practical experience with data security to restrict sensitive data to certified personnel
  • Skill to validate and analyze cleanse data

Information Governance Professional (IGP)

certified to understand the strategic perspective for any organization and has the requisite knowledge to help any organization leverage paper and electronic information for maximum value with the goal to reduce the costs and mitigating the risks associated with using and governing trustworthy and reliable systems, policies and procedures as an enterprise.

An IGP partners with the business to facilitate innovation and optimize a program to support organizational productivity, efficiency, and reduce risk while ensuring strategic and operational alignment of business, legal, compliance, and technology goals and objectives.

IT Governance

We help organization align IT strategy with business strategy following the Capability Maturity Model Integration (CMMI) method. We can direct an organization to achieve their technology goals and objectives and also implement proven techniques to measure performance outcomes.

Guide State organizations to create internal project governance framework
Discover strategic direction, policy guidance, and identify key stakeholders
Define role and responsibilities of the project Executive Technology Steering Committee
Review and verify project(s) will continuously meets Business goals and case
Decide criteria on how to conduct resource management and Technology Team return on investment
Establish risk management methodology
Design procedure to continuously measure performance using a Balance Scorecard approach
Assess whether standards such as the Software Development Lifecycle is being consistently applied

Experienced in Software integration for state organizations

We assist state agencies through successful implementation applying industry standards and best practices with off-the-shelf systems for small and large public organizations, including:

Customer Relations Management (CRM)
Enterprise Resource Planning (ERP)
Enterprise Content Management (ECM)

Our experience includes:

Guiding State organization to adopt of-the-shelf software solutions
Match software solutions to meet organization’s requirements
Years of insight to the State’s Technology culture
Worked in the State’s decision making process
First hand knowledge about the Technology project approval via the Dept. of Technology
Meet reporting requirement established by the Department of Technology policy and procedures
In depth experience to adopt new technology in State organizations
Helped numerous State organizations successfully implement projects on schedule and within budget solutions.