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Andrew Margolis

management

program management

who is this for

Senior leaders and organizations navigating complex initiatives that need structure, clarity, and execution. This is for teams shaping new programs, revenue streams, or enterprise capabilities that don’t yet have a clean operating model.

what you get

A clearly defined, executable program that turns ambiguity into action. This includes aligning stakeholders, defining structure and success metrics, clarifying roles and resources, and delivering the foundations needed to build, launch, or scale an initiative.

why AM Management

I specialize in bringing order to complexity. I combine executive-level communication with a hands-on understanding of how work actually gets done. Leaders bring me in when they need momentum, alignment, and real progress - not slide decks.

engagement model

Engagements are typically structured around defined phases, milestones, or fixed-fee outcomes rather than hourly billing. We align on scope, success criteria, and timeline up front, then execute with focus and accountability.

program portfolio

Net-New Revenue Stream
Modeling & Implementation

Program Manager & Operations Lead

Burwood.png

2025

Problem:

Burwood needed a framework and enablement strategy for a scalable assessment-advisory offering that could be sold consistently and delivered repeatably across clients.

What I Led:

Designed the end-to-end offering to turn an idea into an operational product including GTM strategy, assessment modules, delivery methodology, tools/templates, and enablement materials.

Outcome:

Launched a new advisory revenue stream with a structured delivery model built to scale and drive follow-on transformation work.

Automated Invoicing Enablement & AR/AP Process Transformation

Program Manager & Product Lead

Follett.png

2024 - 2025

Problem:

Invoicing was manual, unbranded, and slow, creating operational drag, consistent re-work from processing errors, and cach collection delays.

What I Led:

Redesigned the invoice experience and rebuilt the invoicing process end-to-end, implementing automation and a new product module that integrated AR/AP workflows into the operational platform.

Outcome:

Accelerated $50M in annual cashflow and reduced invoicing cycle time by ~60 days through full automation and improved operational controls.

Integrated Net-New Pricing 
& Revenue Modeling Program 

Program Manager & Product Lead

Follett.png

2024

Problem:

Follett needed a more flexible pricing and program model to win and retain institutional contracts across diverse university requirements.

What I Led:

Led the core engine redesign across systems (SIS/LMS, publishers, AR/AP), aligning stakeholders, development, and operations to support new pricing logic and scalable program setup.

Outcome:

Enabled contract flexibility that drove $80M in new annual revenue and supported longer-term, higher-value institutional agreements.

Off-the-Shelf Platform
Migration Strategy

Program Manager & Portfolio Lead

UL Solutions.png

2021 - 2022

Problem:

Leadership mandated a shift from custom tools to off-the-shelf platforms, creating tension between modernization goals and operational realities.

What I Led:

Evaluated replacement options and designed a pragmatic transition architecture using a modern UI layer over a hybrid Azure-Salesforce base to enable phased migration without disrupting delivery operations.

Outcome:

Produced a long-term migration strategy that balanced competing stakeholder goals, creating a feasible pathway from the custom ecosystem to standardized platforming.

Revenue Recognition
Transformation Program

Program Manager & Operations Lead

UL Solutions.png

2019 - 2020

Problem:

UL needed to comply with updated revenue recognition standards by moving from end-of-project recognition to recognition throughout delivery.

What I Led:

Designed and influenced adoption of a hybrid milestone + hours approach, integrating time capture into the delivery platform so financial triggers aligned with real delivery progress.

Outcome:

Enabled compliant, scalable revenue recognition mechanics while reducing operational churn and creating the foundation for a new integrated time/hours product.

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