About the authors
Ben Marglin
Senior Associate with Booz Allen Hamilton
Ben Marglin – Ben, a Senior Associate with Booz Allen Hamilton, has over 12 years of professional experience in business and IT strategy consulting. His focus areas include IT portfolio management (PfM) and capital planning and investment control (CPIC), IT governance, IT strategic planning, and enterprise architecture (EA). He has experience in providing services to public Chief Information Officers (CIO) in both the federal and state government markets and is a certified Project Management Professional (PMP). Mr. Marglin has provided CPIC support to several federal agencies, including h5S, GSA, OPM, DOL, and HRSA, and has extensive experience in the development and execution of CPIC programs, including policy and procedures, guidance, analytical frameworks, training, and governance models. Mr. Marglin also participates in Booz Allen’s IT Strategy Center of Excellence, focusing on development of new intellectual capital in several areas including IT Strategic Planning and IT Portfolio Management. Prior to joining Booz Allen, Mr. Marglin worked with another consulting firm focusing on organizational redesign and business process reengineering for state government human service agencies. Mr. Marglin also previously worked as an Aide in the U.S. Senate and in the h5S Budget Office. He received his bachelor’s degree from Colby College and his master’s in Public Policy from Duke University.
Lesley Woodburn
Associate with Booz Allen’s IT Strategy Team
Lesley Woodburn - Lesley is an Associate with Booz Allen’s IT Strategy Team. She has seven years of professional experience that includes business and IT strategy consulting for agencies across the federal government. Her focus areas include Capital Planning and Investment Control, Portfolio Management, E-Government support, and IT Strategic Planning support. Prior to joining Booz Allen, Ms. Woodburn worked with another consulting firm focusing on IT transformation projects and PMO Support. Ms. Woodburn also previously worked as a Legislative Assistant in the U.S. House of Representatives. She received her bachelor’s degree from the University of Virginia and her master’s in Public Policy from Duke University.
Sylvie Volel
Senior Associate with Booz Allen Hamilton
Sylvie Volel - Sylvie, a Senior Associate with Booz Allen Hamilton, has over eight years of professional experience in information technology (IT) management and economics. Ms. Volel specializes in federal IT planning and policy, IT capital planning and investment control, economic and business analysis, federal budgeting, and public sector program evaluation. She has experience in developing and delivering training in IT capital planning and cost-benefit analysis to a cross section of federal departments and agencies. She also has experience in providing advisory support to Chief Information and Financial Officers across the federal government. Prior to working with Booz Allen, Ms. Volel served as the director of capital planning and IT asset management within the U.S. Small Business Administration’s (SBA) Office of the Chief Information Officer. In this capacity, she was responsible for the agency’s IT capital planning and investment management policy and activities; the budget for the CIO organization; agency IT performance measurement and project management policies; as well as the agency’s system development lifecycle methodology. Ms. Volel also previously served as a Program Examiner at the Office of Management and Budget (OMB), where she was responsible for the budgetary and management oversight of a $9 billion portfolio of IT and acquisition programs of the General Services Administration.
Jennifer Murphy
Associate with Booz Allen Hamilton
Jennifer Murphy - Jennifer, an Associate with Booz Allen Hamilton, has over four years of professional experience in business and information technology (IT) strategy consulting. She specializes in IT portfolio management (PfM), IT strategic planning, IT capital planning and investment control (CPIC), Project Management and E-Government. She has extensive experience in providing PfM, CPIC and E-Government support to CIOs across the federal government, including DHS, DOE and HRSA. Her support includes implementation of policies, procedures, analytical framework and governance models. Ms. Murphy also has experience developing and facilitating E-Government, Project Management and CPIC training. She received her bachelor’s degree from Syracuse University and her master’s in International Commerce and Policy from George Mason University.
Amy Thwing
Associate with Booz Allen Hamilton
Amy Thwing - Amy, an Associate at Booz Allen Hamilton, has over nine years of experience in IT, consulting, and professional business services. Her primary area of functional expertise is devising CIO solutions in IT Portfolio Management and Enterprise Architecture, with a key focus on Earned Value Management and Project Management. Other areas of her subject matter expertise include Business Case Development, Economic and Business Analysis, Performance Measurement, and IT Governance. Ms. Thwing has provided value-added services to clients at the Health Resources and Services Administration, General Services Administration, Habitat for Humanity, the Departments of State and Treasury, as well as the Army Materiel Command. Ms. Thwing is a certified Project Management Professional and Enterprise Architect. Prior to joining Booz Allen, Ms. Thwing worked as a Marketing Manager for a fixed wireless Internet provider. She also was a Fulbright Fellow in Sofi a, Bulgaria. She received her bachelor’s degree from Boston College and her master’s in Business Administration from the Anderson School at UCLA.
Ryan Bolchoz
Associate with Booz Allen Hamilton
Ryan Bolchoz - Ryan, an Associate with Booz Allen Hamilton, has over six years of professional experience in IT strategy consulting. His experience includes management, development, delivery, and implementation of strategic software solutions in support of both federal and commercial clients. He has provided services to support IT Portfolio Management (PfM), Capital Planning and Investment Control (CPIC), and Enterprise Architecture processes at numerous federal agencies. He has also supported agencies in meeting IT budget submission requirements from the Offi ce of Management and Budget (OMB). Mr. Bolchoz serves as the contractor representative for the Electronic Capital Planning and Investment Control (eCPIC) Program supporting 12 federal agencies in the Change Management Committee governing the strategic direction of the software. He is a certified Project Management Professional (PMP), Microsoft Certifi ed Professional (MCP), Microsoft Certifi ed Applications Developer (MCAD), and Certifi ed Ethical Hacker (CEH). Prior to joining Booz Allen, Mr. Bolchoz worked with an engineering firm delivering software solutions to support state government and commercial clients in transportation-related applications. He received a bachelor’s degree in Computer Engineering from the University of Notre Dame.
Brian Pino
Senior Consultant with Booz Allen Hamilton
Brian Pino - Brian, a Senior Consultant with Booz Allen Hamilton, has over five years of professional experience in information systems technology, software development, solutions architecture, IT portfolio management (PfM), and capital planning and investment control (CPIC). He is versed in all aspects of the full software development lifecycle including, requirements analysis, design, development, and testing, as well as in implementing cutting-edge technologies solutions utilizing Object Oriented Programming, Microsoft’s .NET Framework, VB.NET, ADO.NET, XML, DHTML, AJAX, Relational DBMS, Web Services, and Service Oriented Architecture (SOA). Mr. Pino has experience architecting and developing a CPIC and PfM solution for federal government clients and advises agencies on solution and toolset integration and implementation. Prior to joining Booz Allen, Mr. Pino worked with another consulting firm focusing on systems analysis and enterprise architecture (EA). He received his bachelor’s degree in Integrated Science and Technology and Computer Science from James Madison University.
Brian Lapato
Senior Consultant with Booz Allen Hamilton
Brian Lapato - Brian, a Senior Consultant with Booz Allen Hamilton, has over five years of experience designing, developing and integrating IT software systems. This includes over two years of work on the Electronic Capital Planning and Investment Control (eCPIC) application, a government-owned and operated capital planning and portfolio management tool. Mr. Lapato has been responsible for creating and incorporating CPIC requirements analysis into the development of the eCPIC toolset. Additionally, Mr. Lapato has generated and delivered training materials on integration of eCPIC within specific CPIC processes. Prior to working at Booz Allen, Mr. Lapato worked for a software company providing requirements analysis, system development and system integration for the Technical Solutions Working Group (TSWG), a joint research group run under the Department of State, Department of Justice, and the Department of Defense. He received his bachelor’s degree from St. Mary’s College of MD.
Anastasia Tsougas
Senior Consultant with Booz Allen Hamilton
Anastasia Tsougas - Anastasia, a Senior Consultant with Booz Allen Hamilton, has over four years of professional experience in business and IT strategy consulting. Her focus areas include IT portfolio management (PfM) and capital planning and investment control (CPIC), IT governance, and IT strategic planning. Ms. Tsougas is currently supporting the General Services Administration (GSA) Offi ce of the Chief Information Offi cer (OCIO) overseeing the Select and Control processes for the agency IT portfolio. She has extensive experience in developing agency specifi c guidance and training, business case review and assessment, IT portfolio analysis, and OMB budget submission processes. She received her bachelor’s degree from Duke University.
Russ Caple
Vice President, Management Consulting, for the Fujitsu Consulting Group
Russ Caple - Russ is a Vice President, Management Consulting, for the Fujitsu Consulting Group. He was a contributing author to the Information Paradox, which was recognized by the CIO Council as an example of Portfolio Management best practice. In his role as an industry expert in Portfolio Management and particularly in the development of quality Exhibit 300 submissions, he has had articles published in the Federal Computer Week (FCW), Public CIO magazine, and has been a speaker at the federal government IPIC conference. Currently, he leads a team that is supporting the Office of the CIO and CFO for Homeland Security in the role of a CPIC Subject Matter Expert. In this role, he and his team for past four years have overseen the assessment of over 400 Exhibit 300 business case submissions with a record of continuous improvement in the results achieved. They have responsibility for Scoring, Guidance and Coaching throughout the CPIC budget process.
Mike Rice
Senior Consultant, Management Consulting, for the Fujitsu Consulting Group
Mike Rice - Mike is a Senior Consultant, Management Consulting, for the Fujitsu Consulting Group. With a background and work experience that is both diverse and wide-ranging, his primary focus for the past eight years has been in the areas of enterprise knowledge management, portfolio management and strategic consulting. For the past four years, he has been an integral member of the team currently supporting the Office of the CIO and CFO for the U.S. Department of Homeland Security in the role of OMB Exhibit 300 Subject Matter Expert. In this assignment his primary responsibilities include the authorship of detailed written guidance and training programs in support of producing quality OMB Exhibit 300 business case submissions and serving as a principle internal OMB Exhibit 300 reviewer, having assessed over 400 OMB Exhibit 300 business case submissions during the past four years.
Ira Sachs
HPTi’s Enterprise Architecture (EA) competency
Ira Sachs - Ira has over 20 years of experience in enterprise architecture, information systems development, capital planning, strategic planning, business and software process analysis and reengineering, and program management. He joined HPTi in 1999, and leads HPTi’s Enterprise Architecture (EA) competency, assisting clients in planning and integrating enterprise-wide IT. Mr. Sachs is a recognized expert in EA, and speaks at conferences nationally and internationally. Prior to HPTi, he was the chief architect for the U.S. Department of Education, and assessed large, mission-critical information systems for the Government Accountability Offi ce (GAO). Mr. Sachs has a B.S. in Mechanical Engineering from the University of Maryland and an
M.B.A. in Finance from Loyola College.
Jaquilyn Pak
Senior Consultant with Booz Allen Hamilton’s Economic and Business Analysis team
Jaquilyn Pak – Jaquilyn, a Senior Consultant with Booz Allen Hamilton’s Economic and Business Analysis team, has four years of professional experience in federal IT and management consulting. Her primary focus areas include economic and financial analysis, cost estimating, Capital Planning and Investment Control (CPIC), and IT portfolio management in support of agencies across the federal government. As a certified Cost Estimator/Analyst, she has extensive experience in cost-benefi t analyses, business case analyses and cost modeling. Prior to Booz Allen, Ms. Pak worked for Northrop Grumman as an Operations Researcher/Cost Analyst in support of various intelligence agencies. She received her bachelor’s degree from Carnegie Mellon University and is working on her master’s in Information and Telecommunication Systems from Johns Hopkins University.
William J. Mathis
Senior Director for PRICE Systems’ Government Solutions
William J. Mathis - William is Senior Director for PRICE Systems’ Government Solutions. His organization provides CPIC Solutions that integrate PRICE Systems’ True-Planning®, TrueMethods™ and world-class consulting expertise. His organization provides independent cost estimating, program cost analysis, EVM and predictive EVM to government agencies and industry contractors. William has over 25 years of experience in portfolio cost, schedule and risk management. His expert-level knowledge has been developed through service to numerous government and commercial customers worldwide. He is an active advisor to GAO in the development of the GAO Cost Assessment Guide. He holds MBA, MS and BSE Engineering Degrees from Arizona State University.
Janelle “JB” Hill
Janelle is the President and Lead Consultant of PBS Marketing / Federal Concierge LLC
Janelle “JB” Hill - Janelle is the President and Lead Consultant of PBS Marketing / Federal Concierge LLC. JB also serves as the Director of the Federal CPIC Forum. JB has performed the role of Senior Analyst (Subject Matter Expert or SMEIII) within DHS Citizenship and Immigration Services, DHS Transportation Security Administration, The h5S Centers for Disease Control and the Veterans Health Administration in support of Capital Planning and Investment Control (CPIC) initiatives. JB has provided a full range of CPIC-related consulting support and strategic planning in the areas of information assurance, risk management, budget evaluation and analysis, as well as support and direction for a wide variety of multi-agency collaboration activities. For these agencies and many others, JB has written and improved OMB Exhibit 300s for capital investments, supported development of Exhibit 53 (budget) documents, as well as developed presentations and supporting documentation for a Supplemental Budget Requests for Congress. JB routinely performs IT Portfolio reviews for agencies and develops the strategic and tactical recommendations for remediation of weak compliance areas. JB routinely trains for a variety of clients on the topics of CPIC and OMB Exhibit 300s. JB also performs business development and marketing expertise. JB is a contributing author to the CPIC Guidebook and the Wounded Warriors Guidebook. JB is a proud Alumna of East Carolina University, National Defense University and Syracuse University, as well as a United States Marine Corps Key Volunteer and an advocate of special-needs children.