Jason Williams

4th Floor, 1207 11 Ave SW · Calgary, AB, T3C 0M5 · (825) 257-5025 · j@son-williams.ca

I've built my career on the notion that how work gets done is as impactful to results as what that work is. Most recently I've been leading intelligent process automation work: I build robots for a living.

Along the way I've developed an expertise in product management, lean six sigma, design thinking, agile software development, process management and gained experience in recruitment, coaching and people development, data visualization and even a little web development.

Skills & Expertise

Product Management

  • Product strategy and roadmap development
  • Project charter development
  • Design thinking; Design sprint facilitation
  • User story mapping
  • Agile product ownership
  • Backlog grooming
  • Prioritization

Project Management

  • Business case development
  • Stakeholder management
  • Agile project management, especially Scrum
  • SAFe
  • Quality metric definition and control
  • Work breakdown and scheduling
  • Budgeting
  • Change management
  • Risk management
  • Communication planning

Lean Six-Sigma

  • 6σ project management (DMAIC and DMADV)
  • Value stream mapping
  • Value-add analysis and waste (muda) reduction
  • Kaizen facilitation
  • Root causes analysis
  • Visual management
  • Kanban

Business Analysis

  • Opportunity evaluation
  • Requirement elicitation and documentation
  • Process and workflow modelling
  • Risk assessment, tracking and management
  • Solution analysis
  • Solution validation and assessment
  • Functional design

Business Technology

  • Google G-Suite
  • Microsoft Office suite, including Visio, Project
  • JIRA
  • Confluence
  • Microsoft SharePoint
  • ARIS (business process modelling and management tool)
  • Google Data Studio
  • SAP (including SAP personas)
  • VBA, Google Apps Script, JavaScript
  • MiniTab (6σ statistical analysis tool)

Experience Highlights

See more of my career experience on my LinkedIn profile.

Senior Manager, Intelligent Process Automation

ATB Financial · Calgary, Canada

As a product manager for automation I’ve had the opportunity to bring together elements of design thinking and Lean with techniques for process management and Agile project management to help grow ATB’s capabilities in intelligent process automation from a single squad attempting to automate processes in a like-for-like way to a mature team operating from a well established framework.

In addition to playing a leading role in developing that framework I also led the team’s efforts in federating that model: establishing a centre of excellence within the automation team while decentralizing the capabilities by teaching other teams how to automate their business processes as well as leading the development of automation products for loan servicing, Mastercard and deposit maintenance.

January 2018 - Present

Manager, Work Reimagined Labs

ATB Financial · Calgary, Canada

Responsible for helping teams across the organization reimagine their business processes to better take advantage of new, more collaborative tools. My focus was on establishing a framework and a playbook for this that borrowed heavily from the “Design Sprint” methodology for design thinking popularized at Google Ventures. I led a team of lab facilitators.

September 2017 - January 2018

Project Manager, Retail Financial Services

ATB Financial · Calgary, Canada

Expanding upon my already proven ability to lead projects from inception to completion on time and on budget, the project manager role afforded me the opportunity to build and lead effective project teams. Responsible for project planning, management of project stakeholders, communication, risk, schedule, budget, quality, and ultimate successful delivery of projects.

My primary focus was leading projects within the retail arm of the bank, I also acted as a single point of contact representing the retail banking business unit on large-scale, enterprise wide initiatives, playing a leading role in stakeholder, resource and organizational change management.

November 2014 - September 2017

Senior Business Analyst, Business Transformation

ATB Financial · Calgary, Canada

Working with the Business Transformation team allowed me to take the work I had been doing on behalf of ATB's Customer Acquisition and Care teams for some time and apply the same approach, methodologies and tools to initiatives with a broader scope and wider benefit.

Taking on a mix of business analysis and project management functions, my primary focus was working closely with technical partners and stakeholders, using six sigma and lean methodologies to deliver optimized business processes along with technology that supported and complimented them.

May 2013 - November 2014

Business Banking Specialist

HSBC · Swansea, United Kingdom

Acted as the primary point of contact for small and medium business customers based throughout the UK and beyond, providing banking support and services. Assisted with transactional queries both simple and complex. Sold and advised clients on a wide variety of products and services. Demonstrated a commitment to providing industry leading levels of customer service, and received multiple individual awards for excellent customer satisfaction scores.

March 2010 - July 2010


Extension Certificate, Project Management

Mount Royal University · Calgary, Canada

Achieved an A+ grade in a project management extension certificate. This program provides a thorough foundation in the project management knowledge areas recognized by the project management institute. It also provides the foundation to prepare for the Certified Associate in Project Management (CAPM)® and Project Management Professional (PMP)® credential.

2014 - 2016

Extension Certificate, Business Analysis

Mount Royal University · Calgary, Canada

Achieved an A+ grade in a business analysis extension certificate. This course explored the role and responsibilities of today’s business analyst, including industry recognized skills, tasks and knowledge areas.

2011 - 2012


Gorseinon Tertiary College · Swansea, United Kingdom

Achieved A-Level qualifications in Mathematics (Pure & Statistics), Economics and Computer Science, and an AS-Level qualification in Accounting.

1997 - 1999

General Certificate of Secondary Education

Pontarddulais Comprehensive School · Swansea, United Kingdom

Achieved GCSEs (UK equivalent of high-school) in English, English Literature, Mathematics, Science (double award), Information Systems, History, Music, French and German.

1992 - 1997


First Aid

Standard First Aid, Level C CPR and AED

St John Ambulance Canada; Awarded October 2011

Call Handling

Call Handling Operations NVQ, Level 3

City & Guilds UK; Awarded 2005

Call Handling NVQ, Level 2

City & Guilds UK; Awarded 2003

Customer Service

Customer Service NVQ, Level 2

City & Guilds UK; Awarded 2003


Connected RPA Delivers A Digital Workforce

Computerworld · June 2019

Robotic Process Automation is poised to make a positive impact on how work gets done. At the recent Blue Prism World event in Orlando, the potential for RPA was center stage. Find out what connected RPA can do for business - today and tomorrow.

This Canadian financial institution disrupted their industry with AI!

AI Week · August 2018

Any discussion of insurgents in the financial services industry and companies using artificial intelligence (AI) to get business value from their data would be incomplete if it didn't include ATB Financial, the largest Alberta-based financial...

Why ATB Financial moved its entire organization to G Suite

TechRepublic · March 2018

This financial institution shares the changes and challenges it experienced while transitioning to G Suite.

High-tech bank helps Edmonton's homeless access financial services

CBC · September 2017

In what's believed to be a first for Alberta, a bank is using biometric technology to help homeless people manage their money.