• Artificial Intelligence
• Computers
• Cybersecurity
• Electronic Discovery
• Information Technology
• Intellectual Property
• Networking
• Software
• Software Engineering
• Technology
• Trade Secrets

Q: Please list your professional accreditations, degrees, licenses, and certificates granted:

A: Certified Healthcare CIO (CHCIO-CHIME)
Certified Data Privacy Solutions Engineer (CDPSE-ISACA)
Professional Cloud Architect (Google)
Project Management Professional (PMP-PMI)
Professional Software Engineering Master (PSEM-IEEE)
Certified Enterprise Architect (EACOE)
Business Continuity Architect (RSA Archer)
Florida State Licensed Private Investigator (C 2900564)

JD, Juris Doctor of Law
Wake Forest University School of Law

BA, Public Administration, w/ minor MIS
Louisiana State University

Q: Please list your affiliations or memberships in any professional and/or industry organizations:

A: College of Healthcare Management Executives (CHIME)
Project Management Institute (PMI)
Enterprise Architecture Center of Excellence (EACOE)
American Society of Industrial Security (ASIS)
Institute of Electrical and Electronics Engineers (IEEE)
Information Systems Audit and Control Association (ISACA)
Maryland State Bar Association

Q: Have any of your accreditations ever been investigated, suspended or removed? (if yes, explain)

A: No

Q: On how many occasions have you been retained as an expert?

A: Retained as an expert for Dispute Resolution, Arbitration (JAMS) and Litigation on at least 14 cases

Iconic Hearts Holdings, Inc v. Raj Vir; NGL Labs LLC; Joao Figueiredo; Hunter Isaacson; et al. | Apr 2024–Present
- Jurisdiction: Superior Court CA, County Of Los Angeles-
- Case Number: 22STCV21509-
- Counsel: Bryan Cave Leighton Paisner, LLP
- Nature of Suit: Trade Secret, Breach-of-Contract

Premier Magnesia, LLC v. ECI Software Solutions, Inc. | Mar 2024–Present
- Jurisdiction: Judicial Arbitration and Mediation Services (JAMS)
- Case Number: 5450000478
- Counsel: Stinson LLP
- Nature of Suit: ERP Software implementation failure, Breach of Contract

Hidden Empire Holdings, LLC v. Darrick Angelone | Feb 2024–Present
- Jurisdiction: US District Court, Central District of California
- Case Number: 2:22-cv-06515
- Counsel: Kramer DeBoer & Keane
- Nature of Suit: Cloud platforms malfeasance, Breach of Contract

Oriental Trading Company LLC v. Denovo Ventures LLC
- Denovo Ventures LLC v. Legacy Holding Group, LLC. D/B/A Tip Top Solutions | Jan 2024–Present
- Jurisdiction: District Court of Douglas County, Nebraska
- Case Number: CI 2206047
- Counsel: Gordon Rees Scully Mansukhani, LLP
- Nature of Suit: ERP Software implementation failure, Copyright, Breach of Contract

City of Goodyear v. Berry Dunn | 2016
- In an arbitration regarding alleged failure of a for-hire project management firm to properly manage requirements, system integrator (SI)
- vendor selection and project delivery of a city-wide SAP ERP project. Conducted analysis of requirements documentation, SI vendor
- RFP and selection as well as project management artifacts to establish opinions that the defendant had failed to follow industry
- standards for requirements gathering, lacked expertise to select a vendor and manage an SAP project, did not use industry standards for
- project management. Case settled.

Kemper Corporate Services, Inc v. Computer Sciences Corporation | 2016
- In an arbitration regarding the failed implementation of a property and casualty insurance system that was allegedly never made
- “generally available,” conducted a code quality analysis of source code translated from COBOL to Java using industry standard code
- analysis software and rules databases. Compared performance testing data from single user testing, volume testing, stress testing, and
- batch testing to legacy system benchmarks and established test plans. Examined release documentation for evidence of independent
- quality control testing. Case settled.

Orange County, CA v. Tata Consulting Services | 2016
- In this breach of contract and fraudulent misrepresentation case in connection with the implementation of a new property tax
- management system. Examined process documents, architectural documents, testing documents, source code, defect reports, and IBM
- Rational and Microsoft Team Foundation Server systems. Reached opinions that Tata failed to develop PTMS using an “n-tier”
- architecture in accordance with its RFP response and design documents, deviated from its established software development processes,
- and misrepresented the extent to which unit and system testing had been completed during the project. Drafted expert and rebuttal
- reports. Assisted with identification of exhibits for trial. Consulting expert. Case settled.

City of Goodyear v. Quintel Management Consulting | 2015
- In a breach of contract case involving the implementation of an SAP ERP system for city-wide services management. Conducted
- analysis of RFP responses, project artifacts and software final delivery to determine if defendant’s representations regarding software
- being fit for purpose and would meet requirements with out of the box functionality were accurate and whether software as delivered was
- standard or customized leaving major cost and supportability issues. Reviewed project artifacts and testing results to determine if
- software as delivered satisfied contractual requirements. Case settled.

3M v. State of Connecticut | 2015
- In an arbitration in which plaintiff was seeking payment for delivery of a state-wide integrated vehicle management system, the defendant
- contended that the software requirements had not been met. Conducted analysis of Microsoft’s independent audit and application
- assessment in order to refute the results generated by the Microsoft Code Analysis Tool .NET (CAT.NET) which indicated certain security
- and code complexity requirements had not been met. Verbal report. Case settled.

CGI v. eHealth Ontario | 2015
- In this breach of contract case alleging wrongful termination for default of a contract to deliver a Chronic Disease Management System
- Diabetes Registry (CDMS-DR). Conducted analysis of documents and defect resolution tracking data to validate plaintiff’s claims of
- delivery completion and establish that defendant impeded plaintiff’s ability to deliver the project on schedule. Rebutted defendant’s
- experts’ claims that plaintiff failed to meet the contractual specifications and violated project management and software engineering
- standards causing delay and justifying defendant’s termination of the contract. Parties agreed to a special arbitration wherein the plaintiff - was awarded nearly $27 million CAD.

ACADEMY, LTD d/b/a ACADEMY SPORTS + OUTDOORS v. Wipro Limited and Wipro Inc | 2015
- In a breach of contract case involving the implementation of an Oracle Retail Merchandising System for a sporting goods retailer.
- Examined project management materials and process, architecture, and technical requirements as well as vendor roles in project
- delivery and key contractual deliverables. Reached opinions that the vendor failed to properly manage the project, deliver key
- personnel, and comply with contractual requirements for project delivery. Case settled.

3M v. Commonwealth of Kentucky | 2014
- In an arbitration in which plaintiff was seeking payment for delivery of a state-wide integrated vehicle management system, the defendant
- contended that the software requirements had not been met. Conducted analysis of Microsoft’s independent audit and application
- assessment in order to refute the results generated by the Microsoft Code Analysis Tool .NET (CAT.NET) which indicated certain security
- and code complexity requirements had not been met. Case settled.

CedarCrestone, Inc v. Affiliated Computer Services, LLC n/k/a Xerox Business Services | 2013
- A software failure matter brought by a consulting and systems integration vendor against a Business Process Outsourcing (BPO)
- provider. Rebutted plaintiff’s expert’s opinions that project management failures and schedule delay allegedly caused by defendant
- impeded plaintiff’s ability to attain critical project milestones. Proffered additional opinions that plaintiff’s violations of project management
- and software engineering industry standards resulted in software defects that should have surfaced in plaintiff’s developer testing, and
- which ultimately caused the failure of the overall BPO program. The plaintiff was subcontracted to provide a PeopleSoft upgrade forming
- the foundational system for the BPO. Established that the plaintiff’s failure to successfully deliver the upgrade by the scheduled go-live
- date precluded the defendant's ability to go-live with the BPO, resulting in multi-million-dollar penalties and other consequential damages
- to the defendant. Case settled.

Brookings v. CedarCrestone, Inc | 2010
- In an IT project implementation failure case alleging the system integrator failed in deploying a PeopleSoft ERM grants system. Provided
- root cause analysis for project failure, focusing on the ISV role of the vendor in managing a project to delivery as well as actions by the
- plaintiff that contributed to the project failure. Opinions were core to the settlement of the suit. Case settled.

Q: For what area(s) of expertise have you been retained as an expert?

A: Breach of contact in software implementation failure
Breach of contract in IT project delivery delay
Fraud, malfeasance, software and managed services contracts
Trade Secret and intellectual property misappropriation
Software functionality failure
Software design failure

Q: In what percentage of your cases were you retained by the plaintiff?

A: Approximately 50%

Q: In what percentage of your cases were you retained by the defendant?

A: Approximately 50%

Q: On how many occasions have you had your deposition taken?

A: Given expert testimony in a deposition for at least one engagement

Q: When was the last time you had your deposition taken?

A: April 2024

Q: On how many occasions have you testified as an expert in court or before an arbitrator?

A: Given expert testimony in a trial for at least one engagement

Q: For how many years have you worked with the legal industry as an expert?

A: Since 2008, 16 years

Q: What services do you offer? (E.g.: consulting, testing, reports, site inspections etc.)

A: Dispute and arbitration consulting, expert reports, system design review, feature and functionality cross-referenced to contract terms

Q: What is your hourly rate to provide deposition testimony?

A: $500/hr, competitive rate that is the same for all services, from consultation, doc review to trial

Q: Please list any fees other than those stated above (E.g.: travel expenses, copy fees, etc.)

A: All travel expenses are invoiced at actual, any document capture fees i.e., PACER docs

Available Upon Request