Open to conversations

Luis Carlos
Rodriguez

Solution Architect & Delivery Lead. I turn ambiguous business goals into technical roadmaps that actually get executed — across enterprise portfolio management, ERP, and the governance that holds both together.

Zapopan, Mexico Remote-friendly Spanish (native) · English (professional)
01 — About

Between the strategy deck and the system

I'm an Industrial Engineer working as a Senior PPM Consultant and Solution & Functional Architect — living in the gap between what executives say they want and what a platform can actually do. Most of my work starts in a discovery workshop with a whiteboard full of contradictions and ends with a configured, tested, governed system that people actually use.

Today I lead delivery for strategic accounts at Initiativa, a Planview Elite Partner — translating ambiguous business requirements into work types, lifecycles, governance models and financial structures, then configuring, testing and playing them back until the design holds up under real use. Before that, three years at Oracle taught me how to re-engineer legacy processes into standard cloud capabilities instead of drowning clients in customization debt.

My strongest contribution is closing the distance between design and proof: I don't stop at recommendations or diagrams — I configure the real environment, surface the gaps, and keep the work moving through data migration, enablement and go-live until it's usable by the people who inherit it.

02 — Experience

Seven years, three companies

From production floors to executive portfolio governance — each step closer to the decisions that set direction.

Solution Architect & Delivery Lead

Apr 2024 — Present
Initiativa · Planview Elite Partner — Guadalajara / Remote
  • Primary delivery lead for strategic accounts, translating ambiguous business goals into executed technical roadmaps.
  • Lead discovery workshops with client executives to define technical scope and align strategy with platform configuration.
  • Design and implement governance models for capital planning and portfolio management, built for standardization and scale.

Functional Consultant

Sept 2022 — Apr 2024
Initiativa · Planview Elite Partner — Guadalajara / Remote
  • Managed end-to-end configuration of Planview Portfolios for clients across Mining, Energy, and Banking.
  • Performed attribute cleanup and aligned client data models with reporting requirements for accurate executive dashboards.
  • Developed training materials and led enablement sessions to drive adoption and reduce change resistance.

ERP Cloud Consultant

Dec 2019 — Aug 2022
Oracle — Guadalajara / Remote
  • Led complex configurations for Oracle Cloud Financials, translating legacy processes into best practices to optimize cash flow and billing.
  • Designed and tested integrations for Oracle ERP Cloud, bridging functional needs and technical architecture.
  • Mapped current-state workflows in client workshops and re-engineered them to fit standard cloud capabilities, reducing customization debt.

Supply Assurance — Production Control Analyst

Mar 2019 — Dec 2019
IBM — Guadalajara, Mexico
  • Managed stock availability and "Last Time Buy" processes to prevent production stoppages.
  • Maintained part number databases in SAP, ensuring accuracy for global logistics operations.
03 — Selected Work

Representative engagements

Client names are withheld under NDA — these reflect the type and scale of work I've personally driven, from discovery through go-live.

Global Mining & Capital Projects

Enterprise Portfolio Management Implementation

  • Configured intake, work types, stage-gates, and organizational/financial structures for a global capital-projects portfolio.
  • Structured data-collection gaps into clear configuration decisions and customer playback material.
  • Designed document management, permissions, version control, and SharePoint-linked collaboration workflows.
  • Coordinated solution reviews, vendor escalations, and stakeholder decision tracking through go-live.
Global Dairy & Food Manufacturing

Data Segregation & Resource Planning

  • Designed enterprise-level separation of a business unit across work, resource, and strategy structures.
  • Analyzed permissions and data-segregation risk, including reporting and analytics visibility implications.
  • Facilitated resource and capacity planning workshops, converting findings into prioritized follow-up actions.
Global Animal Nutrition

Investment & Capacity Planning

  • Supported investment and capacity-planning workflows with hands-on, customer-facing guidance.
  • Built reusable data-migration templates and load files, cutting setup time on later projects.
  • Owned the recurring support and reporting cadence for ongoing platform use.
Global Chemicals Manufacturing

Automation & Reporting Delivery Coordination

  • Coordinated between customer and vendor teams to deliver an automated reporting tool to validated accuracy.
  • Tracked testing, timelines, and stakeholder communication through final delivery closure.
04 — Contact

Let's talk

Whether it's a portfolio rollout, an ERP question, or just a conversation — the inbox is open.