Summary of experiences

• Software Project Manager/Scrum Master for a Microsoft ISV with 8+ years managing projects w/budgets of $3 million plus in an SAAS (software as a service) environment
• Proven record of consistently completing complex application and infrastructure projects on time and within budget
• Demonstrated success executing both SDLC and Agile/Scrum projects to completion utilizing servant leadership principles
• Certified Project Management Professional (PMP)
• Certified Scrum Master (CSM)

Achievements Highlights

• Business analysis/strategic planning
• Partnered with Development Managers, Product Managers, and Customers at IntelliTax Software to develop high quality financial applications, excellent customer service, and a viable threat to competitors. These efforts contributed to the successful sale of IntelliTax Software to one of its major competitors, at a premium price.
• Process improvement/re-engineering
• Implemented Test Driven Development/Agile Framework project life cycle that set company record at IntelliTax Software for on time deliveries, customer satisfaction, and increased revenue - largest customer reported a 30% increase in gross revenue
• Problem project rescue
• Recruited by Liberty Tax Service –Application DevelopmentDivision to integrate same project life cycle into its current project that was in trouble - set another company record for on time deliveries
• Integrated Change Control
• Set up Change Control Board and process at IntelliTax Software that improved product quality and customer experience by ensuring the changes best for the project, the customer, and the company, were prioritized and executed accordingly
• Integrated/Cross Functional Teams
• Created and facilitated a cross-functional team at IntelliTax Software that brought together vital development efforts and eliminated post release defects in company’s most revenue sensitive development threads

Technical Skills

• Application development, Client-Server
• Managed numerous application development projects at IntelliTax Software in a client-server environment with

extensive focus on communication protocols and transferring data back and forth between client and server

• Internal applications development
• Created requirements for invoicing and licensing applications for sales and accounting teams
• Managed SharePoint intranet sites for internal teams
• C++, C#, Scripting languages
• Experienced in reading and trouble-shooting issues in C++, C# (.Net environment) and work with Visual Studio 2008
• Contributed to design and architecture discussions and bring discussion to stakeholders external of team
• Website Design, XAML, HTML, CSS
• Experienced in creating and customizing SharePoint sites with SharePoint Designer
• Experienced in designing web pages with Microsoft Expression Studio, Blend, SilverLight
• SQL
• Created database queries with SQL Query Analyzer
• Defect tracking/source control tools
• Monitored testing results and post release issues with defect tracking tools, utilized source control tools in development activities
• Microsoft Office/Visio/Project/Version One
• Experienced with Outlook, PowerPoint, Access, Word, Excel, Visio, Project, and Version One for managing projects

Career Highlights

Confidential,Business analystApplication Development Division Bellevue, WA 2008 – 2009

3rd largest national tax practice franchise and fastest growing retail income tax preparation firm. Liberty currently operates 3,200 offices throughout the United States and Canada.

• Recruited for my many years of project management skills to Liberty’s development team and contributed to setting a company record for on time deliveries and completing project within budget.

Confidential, Bellevue, WA 2000 – 2008
Leading provider of B 2 B financial applications and services for customer base of small to mid-size tax and accounting professionals and firms. Company was purchased in 2008 by global competitor, Wolters Kluwer Tax and Accounting’s CCH Small Firm Services. Products included B 2 B desktop and web applications and a tax filing data center which annually filed 2,000,000 tax returns to federal and state government taxing agencies.
Confidential,Project Manager 2001 – 2008

• SDLC (Waterfall) Projects

At IntelliTax Software, I owned the projects where new features were added to existing products as well as adding new applications to the company financial product lines. For these projects, we used a traditional SDLC project life cycle approach. These projects ranged in size from 500 lines of code to well over 500,000 lines of code and were complex in nature. I led and managed technical teams of 22 -35 FTE and performed all levels of project management, including; initiation, planning, execution, monitoring, risk management, quality assurance, and closing. I also managed and mentored other project managers. Highlights of my performance were:

• New applications
• Designed new application that expanded the company’s product line and generated a new stream of revenue opportunities for our customers
• Created project charter for a new application line of products that enhanced our stand in the market and increased overall sales
• Worked with Product Management to create a User Group to assist in defining the requirements
• Created project plans and executed projects to developed these new applications
• New Features
• Designed several new features that enhanced the overall customer experience and increased sales
• Enhanced UI design and navigational flow to continually improve customers’ productivity levels with products
• Increase depth of functionality to improve customers’ work flow and throughput
• Quality Assurance
• Created and implemented quality assurance and process improvement plans to ensure continual quality assurance throughout project
• Resulted in a significant decrease in post release defects and customer support calls as well as reduce time to release
• Project Closure
• Facilitated release to customer of final product, acceptance meeting with product management, and assisted support with customer implementation
• Confidential,Agile/Scrum Projects

At IntelliTax Software, I also owned the annual government regulation compliance project where the business logic for our products were revised to meet new government regulations. The business logic represented a project of well over a 1MM lines of code and this was a complex project involving multiple subprojects. This project was subject to uncontrolled/unknown requirements and quickly changing requirements, making it difficult to manage via traditional project management methods and a perfect candidate for an Agile/Scrum framework.

• Successfully implemented change from traditional project life cycle to a Test Driven Development/Agile Framework project life cycle for critical annual government regulation compliance project. This resulted in:
• A significant increase in the teams’ ability to deliver, evidenced by setting a company record for completing the project in a timely fashion
• Enabled the company to meet published promises of delivery dates critical to our customers
• Increased customer gross revenues - largest customer reported a 30% increase in gross revenue
• Higher quality software evidenced by a significant reduction in post release defects and ensuing service releases
• A significant increase in the:
• teams’ general enjoyment of their work and each other
• teams’ confidence level to perform as expected and needed by the company
• the executive management, sales, and support teams confidence in the teams’ abilities to deliver evidenced by the decision to move more projects to an Agile/Scrum framework