Consultant Bio

Brandon Whitehead, Principal 

Brandon is an executive technology and data leader with a 25-year track record of driving hyper-growth and architectural excellence across leading organizations, including Tableau, Salesforce and Motive. He is recognized for his ability to combine business process engineering and cloud technology solutions across business functions for effective, scalable and resilient outcomes.

Core Focus & Expertise

Building scalable foundations, ensuring technology is a direct enabler of strategic business outcomes:

  • Enterprise Architecture: strategic technology foundations, end-to-end architecture, integration strategy 

  • Technology Strategy and Planning: stakeholder engagement and technology roadmaps, software portfolio budgeting and vendor relations (including spend reduction strategies), tactical and operational execution strategies, annual corporate strategic planning, quarterly business reviews (QBRs), resource and capacity planning

  • Business Process Engineering: designing, building, and streamlining complex operational processes (Quote-to-Cash, New Product Introduction, Revenue Recognition, Renewal Management, Product Fulfillment and Delivery), customer journey mapping.

  • Application Development: building mission-critical business applications, often from the ground up, for homegrown and best-in-class SaaS solutions.

  • Data & Analytics: extensive experience in enterprise data modeling, business systems and product data models, data warehousing, analytics and reporting capabilities for critical business insights

Key Accomplishments and Impact

Numerous large-scale business and architectural transformations:

  • Driving Hyper-Growth: Instrumental in helping Tableau scale from $80M to $1.5B ARR, through multiple phases of company growth, at times exceeding 50% YoY growth.

  • Quote-to-Cash Automation: Hands-on Quote-to-Cash implementation at four different organizations. Led a core business and technology transformation to take quoting, contract and renewal management at one company from under 50% to over 99.5% seller self-service.

  • Foundational Platform Builds: Built key company functions from scratch, including:

    • Customer Identity at Tableau for over 10 years, including the strategy and development, integrating ten cloud solutions for a seamless customer experience.

    • Launch of Tableau Online, designing and building the integration, identity and product delivery infrastructure.

    • Multiple platform implementations including cloud integration, eCommerce, tax, premier support, eLearning, and event registration.

  • Data Architecture: Built or helped implement application integration and Enterprise Data Warehouse architecture at four different organizations.

  • Technology Strategy and Planning: built and executed corporate strategic technology roadmaps, plans and solutions to drive business outcomes with transparency at six organizations 

  • Compliance and Security: Implemented ASC 606 Revenue Recognition at multiple organizations, stood up the SOX Compliance Change Advisory Board, and launched strategic program management for an operations organization.

Platform & Technology Expertise

Extensive hands-on experience across the entire enterprise technology stack, ensuring seamless integration and optimal architecture.

  • Enterprise Business Platforms

    • Customer & Sales: Salesforce CPQ, Salesforce Sales Cloud, Salesforce Service Cloud, Conga CPQ (formerly Apptus)

    • Financial: NetSuite, Zuora Billing, Avalara (Tax), Tropic (Vendor Management)

    • Foundations: Auth0 (Identity), DocuSign

    • Collaboration: Slack, Confluence, Jira, LucidChart (Diagramming), GSuite

    • Planning & Modeling: Pigment

  • Data Architecture & Analytics

    • Data Warehousing: Snowflake, SQL Server

    • Data Integration: FiveTran, Boomi, custom solutions

    • Business Intelligence: Tableau, Salesforce CRMA

  • Core Application Development

    • Development Languages: PHP, JavaScript, SQL, Salesforce Apex

    • Databases: Snowflake, MySQL, Microsoft SQL Server, Google Big Query

    • Version Control: GitHub, GitLab

    • Operating Systems: Linux

    • Identity: SAML, oAuth, OIDC