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.

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

Between the strategy deck and the system

I'm an Industrial Engineer who ended up 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, governed system that people actually use.

Today I lead delivery for strategic accounts at Initiativa, a Planview Elite Partner, designing governance models for capital planning and portfolio management. 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.

The through-line is the same everywhere: scope it honestly, configure it for scale, and make sure the people on the other side of the rollout know what to do with 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 — Contact

Let's talk

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

Email lcrc95@gmail.com LinkedIn luis-rodriguez
Based in Guadalajara, MX · Remote