# Toti Paliza, MDes, MSD

> Senior Project Manager | Business & Systems Analysis | UX & Digital Transformation

Location: San Francisco, California, United States
Profile: https://flows.cv/toti

Senior Project Manager | Business & Systems Analysis | UX & Digital Transformation

I lead cross-functional initiatives that translate emerging AI and enterprise technologies into scalable processes, clear system requirements, and measurable operational outcomes. My work sits at the intersection of technology, business transformation, and human-centered experience — guiding complex platforms from concept through implementation and adoption.

I bring over a decade of experience leading process and systems transformation across SaaS, finance, healthcare, utilities, and housing. I specialize in mapping current-state and future-state workflows, aligning cross-functional stakeholders, and implementing enterprise platforms that improve efficiency, governance, and user adoption.

Highlights include leading AI-powered GIS platform transformation at PG&E, introducing early OpenAI capabilities to Dell leadership pre-ChatGPT, expanding BECU’s digital banking platform architecture, co-founding Hatchgrove to scale an agritech supply-chain system, restructuring Artemis into a high-performing hospitality operation, and managing financial and reporting systems for a $215M affordable housing portfolio at the State of California.

I hold degrees from Harvard University (MDes), Politecnico di Milano (MS Design), IMD (Executive Management), and De La Salle University (BS Computer Science). Today, I focus on AI adoption, enterprise enablement, and digital transformation initiatives where technology, process, and people must align for sustainable impact.

I’m a first-generation college graduate who went on to pursue postgraduate studies, passionate about expanding access to technology-enabled opportunity.

Core Expertise:
AI Adoption & Digital Transformation · Project Management  · Business & Systems Analysis · Process Mapping & Workflow Design · Enterprise Enablement · Requirements Engineering · Stakeholder Alignment · Technology Implementation · Human-Centered Service Strategy

## Work Experience
### Independent Consultant — Systems & Process Transformation | UX Research @ Independent Consultant
Jan 2024 – Present | San Francisco
Led healthcare systems and workflow transformation, translating clinical practice requirements into scalable EHR configurations, operational processes, and compliance-ready documentation frameworks.

Configured and implemented the Jane App EHR platform, designing custom clinical and administrative workflows (SOAP notes, intake/consent forms, surveys, outcomes tracking) to support compliance, operational efficiency, and patient experience.

Conducted structured vendor evaluation across EHR systems (Zenoti, MindBody, Noterro, ClinicSense, Meevo, Boulevard, Mango Mint, Acubliss) through demos and stakeholder interviews; defined requirements and led selection of Jane App for adoption.

### Lead Business & Systems Analyst — Digital Transformation & UX Research @ Pacific Gas and Electric Company
Jan 2023 – Jan 2024 | San Francisco Bay Area
Led AI-powered GIS platform transformation, mapping enterprise workflows across GIS, SAP, Salesforce, and field operations systems. Defined system requirements, integration needs, and adoption strategies to improve operational efficiency and grid reliability.

Conducted field discovery and workflow analysis to improve mobile tools supporting wildfire prevention, asset reliability, and safety operations; partnered with cross-functional teams across Operations, Engineering, and Safety & Compliance.

Delivered AI-powered GIS (Esri) studies for the 10K Undergrounding Digital Job Package, connecting CRM (Salesforce) data with field execution for real-time coordination and decision-making.

Developed AI-assisted taxonomies, predictive workflows, and ML-enhanced user models to digitize safety processes, construction forms, and checklists—streamlining field operations.

Created personas, journey maps, and scenarios from field research to standardize workflows and UI patterns across mobile platforms. Workstreams: Undergrounding, Construct App, AI/GIS, Engineering Ops, Safety & Compliance.

### Founding Team Consultant – Product & Vendor Account Strategy (Part-Time) @ Mars
Jan 2020 – Jan 2024
Contributed to product strategy, vendor operations, and business growth as a founding team consultant with Kevin’s Natural Foods (formerly Calchef), prior to Mars’ 2024 acquisition.

Managed offshore vendors and cross-border supply chains, mapping B2B vendor workflows and operating processes to optimize performance and reduce operational risk.

Applied AI-enabled tools to streamline supply planning, logistics tracking, and vendor communications.

Negotiated vendor agreements using data-driven insights to strengthen delivery, quality, and reliability.

### Senior Business & Systems Analyst & Principal UX Researcher — LMS Enterprise Enablement @ LinkedIn
Jan 2021 – Jan 2022 | San Francisco, California, United States
Partnered with senior stakeholders to define platform requirements, map current-state and future-state workflows, and support adoption of enterprise capabilities across LinkedIn Marketing Solutions (B2B).

Conducted end-to-end strategy research across multiple business units to optimize B2B web experiences, aligning product, engineering, sales enablement, and marketing leadership on priorities.

Utilized mixed-methods research and analytics (Adobe Analytics, Audience Manager, UserZoom, seoClarity, DynoMapper) to identify friction points, inform journey improvements, and guide digital strategy.

Developed AI-assisted taxonomies to improve navigation, search, and wayfinding across enterprise platforms.

Delivered actionable recommendations to enhance usability, engagement, and scalability. Workstreams: Marketing Solutions, B2B Sales Enablement.

### Business Analyst & Researcher | Enterprise Platforms & AI Strategy | Dell – APEX Cloud Enablement @ Dell Technologies
Jan 2021 – Jan 2021 | Austin, Texas, United States
Defined enterprise platform requirements and future-state system strategy across Dell Commerce and APEX Cloud; aligned stakeholders on AI-enabled platform roadmaps and adoption implications.

Led platform discovery, requirements definition, and service workflow design across APEX Partner Console, Identity & Access Management, RBAC, and Federated Identity initiatives.

Designed AI-enhanced experience concepts (conversational AI, voice UX) to improve partner and customer workflows and reduce support burden.

Explored partnerships with OpenAI (pre-ChatGPT) and other AI labs to inform long-term AI integration strategy within Dell’s digital ecosystem.

Delivered usability evaluations and executive-ready recommendations across Cloud, AI, Partner Cloud, IAM, and Customer Success Management workstreams.

### Senior Systems Analyst & Researcher — Digital Banking Platforms | BECU Mobile Banking Design System @ BECU
Jan 2020 – Jan 2020 | Seattle, Washington, United States
Expanded digital banking platform architecture, mapping customer and internal workflows to guide modernization and platform adoption across mobile banking capabilities.

Conducted discovery research and remote usability testing to identify workflow friction and define improvements for key experiences (Debit Card Manager, Loan Payments, Fund Transfers, Direct Deposit).

Delivered reusable platform standards and components to support consistent implementation across mobile experiences and accelerate delivery.

Collaborated cross-functionally to ensure cohesive end-to-end experience across product, design, and engineering teams.

### Sr. UX Researcher | Google – Next-Gen Entertainment Experiences @ Google
Jan 2019 – Jan 2019 | Mountain View, California, United States
Conducted user interviews and usability testing in Google’s UX Lab for a new entertainment system, focusing on onboarding flows and on-screen text entry for TV/OTT platforms (Roku, Apple TV, Prime).

Delivered research-backed recommendations on on-screen keyboard models (QWERTY vs. linear alphabetical), informing design direction and roadmap decisions.

### Sr. Manager & Co-Founder | Strategic Program, UX Research, and Service Design @ Entrepreneurial Leadership (Self-Employed)
Jan 2013 – Jan 2019 | San Francisco, CA and Makati City, Philippines
Hatchgrove – Co-founded a plant-based food tech venture; led strategy and product development from concept to USDA-certified execution. Directed facility development, supply chain partnerships with 20+ grower groups, and launched 20+ products, generating $1M+ in B2B sales. Youtube URL: tiny.cc/usrxsz

Artemis Place – Co-founded and restructured a 28-unit urban boutique hotel. Integrated OTA and Cloudbeds APIs, redesigned operating processes, and drove +145% revenue growth with 70–95% occupancy within 3 months; recognized by Booking.com as a top-performing property. https://www.artemisplacemakati.com/

Lanebrook – Co-founded a senior living startup. Led design research, service model development, and digital brand strategy. Led market research, service model development, financial modeling, private-public partnerships feasibility studies, and investor/government-facing materials.

### Asset Management Officer II | Design & Research | Co-Developed Financial Reporting System & Website @ California Department of Housing & Community Development
Jan 2010 – Jan 2013 | Sacramento, California
Co-led the design and implementation of a statewide financial reporting system, eliminating a four-year compliance backlog in four months and establishing a scalable reporting infrastructure.

Led research and redesign of the HCD-AMC digital portal, reducing service inquiries by 40% and improving self-service access for external partners and stakeholders.

Managed a $215M affordable housing portfolio (37 projects, 2,000+ units), driving financial performance, compliance, and risk mitigation across public-private partnerships.

Restructured underperforming assets and compliance processes, recovering $500,000+ in loan repayments and strengthening long-term portfolio sustainability.

Streamlined reporting workflows and trained internal teams and external partners to ensure sustained system adoption and operational continuity.

### Broker Associate / Investment Property Analyst / Certified ePRO Specialist @ Coldwell Banker Commercial NRT
Jan 2009 – Jan 2010 | Santa Monica, California, United States
Performed investment and property analyses using MLS data, Excel, and database tools to support acquisition, disposition, and leasing decisions.

Built financial dashboards, comparative market analysis templates, and standardized reporting tools to streamline deal evaluation and improve decision-making speed.

Developed digital marketing assets and microsites to support sales enablement and client engagement.

Earned Certified ePRO Internet Real Estate Specialist designation (National Association of Realtors).

### Project Manager / Financial Analyst @ Rossland Companies
Jan 2006 – Jan 2008 | Newport Beach, California, United States
Conducted system-based financial and market analyses using Excel macros, Access databases, and GIS datasets to support real estate investment and redevelopment decisions.

Built ROI models and feasibility studies, producing investor-ready reports integrating financial data, RSMeans cost modeling, and market research. Led quantitative and qualitative research, market assessment, risk analysis, and financial modeling.

Developed workflow documentation and data systems to improve project planning, budgeting, and cross-functional coordination. Authored financial studies and digital project portfolios integrating graphics, data models, and reports.


## Education
### Master in Design Studies in Graduate School of Design
Harvard University

### Master in Strategic Design in Graduate School of Business & Design
Politecnico di Milano

### Executive Business Management in Business Administration and Management, General
IMD

### Bachelor of Science in Computer Science in College of Computer Studies
De La Salle University


## Contact & Social
- LinkedIn: https://linkedin.com/in/totipaliza

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Source: https://flows.cv/toti
JSON Resume: https://flows.cv/toti/resume.json
Last updated: 2026-04-05