Karen Tan AI, SaaS & Digital Transformation Leader | Product Strategy |

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Founder & Principal

Wellness Franchise Venture PreLaunch

Jan 2024 - Jun 2024 (6 months)

Developed full investment thesis including TAM analysis, competitive positioning, and multi-year financial modeling across capital, operating, and growth scenarios. Structured partnership and financing pathways while conducting due diligence across franchise performance, ownership structure, and market risk factors. Elected not to proceed following acquisition-driven strategic shifts, reinforcing disciplined investment evaluation and portfolio decision-making capabilities.

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Principal Consultant

Wellness Franchise Venture PreLaunch

Jan 2024 - Jun 2024 (6 months)

Developed full investment thesis including TAM analysis, competitive positioning, and multi-year financial modeling across capital, operating, and growth scenarios. Structured partnership and financing pathways while conducting due diligence across franchise performance, ownership structure, and market risk factors. Elected not to proceed following acquisition-driven strategic shifts, reinforcing disciplined investment evaluation and portfolio decision-making capabilities.

Product Manager / Offer Manager – Enterprise SaaS Access Control Platform (IoT)

Schneider Electric

Sep 2022 - Oct 2023 (1 year 2 months)

Owned global SaaS ARR and P&L for a $10M+ IoT access control portfolio, driving revenue growth, margin performance, and long-term platform sustainability across enterprise markets in North America. Set portfolio strategy, pricing, and investment priorities — balancing customer demand, platform scalability, and financial targets to accelerate adoption and expand recurring revenue. Directed multi-year roadmap and funding decisions, focusing development on capabilities that strengthened retention, expanded ARR, and reinforced competitive differentiation. Worked across Engineering, Security, Operations, and Commercial teams to deliver secure, cloud-based solutions aligned to customer needs, sales execution, and regulatory requirements. Part

Product Manager/Offer Manager - Access Control - at Schneider Electric Buildings Americas

Schneider Electric

Sep 2022 - Oct 2023 (1 year 2 months)

- Directed product strategy for IoT-based access control systems, managing $10M+ annual budget and delivering solutions aligned with business outcomes. - Partnered with engineering and QA teams to validate designs, ensuring product performance, scalability, and compliance. - Drove adoption by leveraging data-driven decision making and integrating AI-enhanced features into product offerings. - Influenced departmental strategy by piloting emerging cloud and AI/ML technologies to enhance enterprise platforms.

Senior Strategic Product Manager – Enterprise AI & Automation Platforms

Schneider Electric

Mar 2021 - Sep 2022 (1 year 7 months)

Owned enterprise AI and automation platform roadmap within Schneider Digital, defining multi-year strategy for ML-enabled capabilities spanning multiple SaaS and IoT platforms. Directed portfolio-level investment decisions for AI Hub initiatives, deploying machine learning, automation, and analytics capabilities that increased platform adoption by 10% and improved scalability across global deployments. Worked across Product, Engineering, Data Science, Security, and Operations leadership to embed AI capabilities into enterprise SaaS solutions, reducing operational inefficiencies by 15% while improving customer experience. Led introduction of automation, conversational, and ML-driven capabilities aligned to enterprise use cases, balancing

Sr. Strategic Product Manager - AI & Automation - Schneider Digital

Schneider Electric

Mar 2021 - Sep 2022 (1 year 7 months)

- Owned roadmap for enterprise AI Hub, applying AI/ML models and automation to improve adoption by 10%. - Conducted research on chatbots, robotic process automation, and machine learning to support product innovation. - Partnered with stakeholders to integrate AI-enabled features into SaaS platforms, reducing inefficiencies by 15%. - Advocated ethical AI deployment practices to align product innovation with compliance and governance frameworks.

IoT & Digital Offer Program Manager, Professional Services, Schneider Digital

Schneider Electric

Jul 2017 - Mar 2021 (3 years 9 months)

- Directed enterprise-scale IoT platform deployments, integrating millions of devices with cloud and AI-driven analytics pipelines for real-time insights. - Collaborated with data science teams to align AI solutions with business requirements, improving operational efficiency by 30%. - Delivered consultative engagements with global business units to validate ROI for AI-driven digital transformation initiatives. - Established governance frameworks to ensure responsible, scalable deployment of cloud and AI capabilities.

Technical Engagement Manager – Enterprise IoT Platform & Digital Transformation (EcoStruxure)

Schneider Electric

Jul 2017 - Mar 2021 (3 years 9 months)

Led enterprise-scale IoT and digital platform deployments, integrating millions of connected devices with cloud, data, and AI-driven analytics to deliver real-time operational insights for global customers. Worked across delivery, product, and data leadership to align AI- and analytics-enabled solutions to customer business outcomes, driving up to 30% improvements in operational efficiency across targeted transformation programs. Delivered consultative transformation engagements with enterprise customers, validating ROI, adoption readiness, and long-term value realization for connected manufacturing and digital operations initiatives. Established governance frameworks, services playbooks, and delivery standards that enabled predictable,

SDLC Project Manager

Alexander Technology Group

Oct 2016 - May 2017 (8 months)

Managed website redesign, launch, and API integration for eCommerce site and mobile app. Facilitated development teams as Agile Scrum Master ensuring Scrum format and ceremonies are followed. Oversaw traditional Waterfall/SDLC project management for successful project delivery. Collaborated with product and development teams to ensure project milestones are met.

Product Manager

Insight Global

Apr 2016 - Oct 2016 (7 months)

Led product management for Staples Exchange, overseeing business unit onboarding, defining business requirements, and developing technical specifications. Collaborated with cross-functional teams to drive onshore and offshore development, utilizing JIRA and Confluence for project management. Successfully implemented multiple integration options for vendors, enhancing e-commerce channels and driving revenue growth.

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Technical Product Manager

College for America

Jan 2014 - Sep 2015 (1 year 9 months)

• Led product life-cycle from initial requirements to continuous improvements, guiding team members in design principles and IT strategy integration. • Oversaw pilot programs and initial rollouts to disrupt current higher education models and increase access for underserved students.

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Technical Product Manager – Learning Technology

College for America

Jan 2014 - Sep 2015 (1 year 9 months)

Owned end-to-end product management of education platforms, piloting new digital learning models to expand access for underserved students. Drove stakeholder alignment across faculty, IT, and operations to ensure solutions met both academic and business objectives. Applied Agile and data-driven decision making to continuously refine user experience, increasing adoption and satisfaction among students and staff. Enabled measurable improvements in learning access, platform scalability, and student engagement outcomes.

Senior Manager – Portal Administration & Development

University of New Hampshire

Apr 2011 - Jan 2014 (2 years 10 months)

Led technical and business teams managing the lifecycle of the university’s teaching and learning environments. Directed program management of enterprise projects, including LMS (Blackboard) integrations, mobile app deployments, and identity management systems. Collaborated across departments to ensure successful product implementations that improved user adoption and customer success. Established process improvement practices to streamline support operations and enhance service delivery.

Senior Manager, Portal Administration and Development

University of New Hampshire

Apr 2011 - Jan 2014 (2 years 10 months)

• Led technical teams for Portal Administration and Development group, managing lifecycle of teaching and learning environments. • Oversaw project lifecycles, planned technologies, and ensured stellar service and support. • Established mobile applications and identity management system support, integrating source systems with the LMS.

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Technology Support & Operations Manager — UMassOnline

UMassOnline

Jul 2005 - Mar 2011 (5 years 9 months)

Led end-to-end operations for a multi-tenant digital learning platform supporting 14+ institutions and thousands of users, ensuring system reliability, scalability, and SLA performance across a distributed user base Designed and implemented operational processes for incident management, support workflows, and vendor coordination, improving response times and service consistency Directed cross-functional teams across IT, academic stakeholders, and external vendors to align platform capabilities with evolving user and institutional needs Drove platform enhancements, integrations, and large-scale migrations (Blackboard, Wimba, custom applications), increasing adoption and improving administrative efficiency Established process improvement

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Technology Support and Operations Manager

UMassOnline

Jul 2005 - Mar 2011 (5 years 9 months)

• Directed day-to-day operations of the organization’s technology platform, collaborating with third party vendors to troubleshoot issues and coordinate priorities. • Oversaw and mentored the technical contact center support team, ensuring optimal support to end-users. • Organized the outsourced helpdesk vendor, tracked performance, and achieved SLAs while leading daily technical support operations for 14 UMass and non-UMass hosted campuses.

Karen Tan

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