SUMMARY:

• PMP, Enterprise Architect Associate, and Scrum Master with over twenty seven years of professional experience helping clients drive enterprise value by rationalizing project portfolios and resource capacity/demand, defining IT Strategies, and transforming program delivery through project execution that is results - driven, risk intelligent, and consistent; standing up PMOs to manage global initiatives; integrating disparate systems and reengineering business processes to achieve enterprise objectives. Clients served span multiple industries encompassing, banking and financial services, health care, telecommunication, insurance (P & C), high-tech, pharmaceutical, life sciences, energy, automotive, travel, Confidential, and city government.

TECHNICAL SKILLS:

Project Portfolio Management: Clarity 14.2, 13.x/ 12/8.1/ 7.5.3 , Microsoft EPM, Digite, Artemis

Enterprise Architecture: Zachman Framework

Project Management: PMI s PMBOK, MS Project 2010/2003/98

Productivity: MS Office 2010

Methodology: Scrum, UML, SDLC, RAD

Database: Oracle, MS SQL Server, Sybase, DB2

AFFILIATIONS: Project Management Institute (PMI), PMI s Information Services Special Interest Group, ISACA

PROFESSIONAL EXPERIENCE:

PPM Specialist

Confidential

Responsibilities:

• Standing up the capability in Clarity PPM for the Commonwealth of Massachusetts to plan, track, and manage portfolios of statewide initiatives
• Work closely with the EPMO leadership to stand up a Clarity PPM based enterprise solution that supports the planning, execution, governance, vendor/resource management, and benefits realization of portfolios of Capitally funded initiatives worth $300 M that impacts every Executive Office and Secretariat across the State
• Lead development and operationalization of the enterprise PPM platform that encompasses integration with HR / Financial Systems of records, capturing allocation / appropriation / encumbrance of financials for project/programs, portfolio/program level rollup, and data visualization
• Utilize the Agile methodology to plan, execute, track the sprints to continually and iteratively deliver the solution
• Plan and execute the deployment and upgrades of technology platform
• Stand up a team of administrators and developers to support ongoing maintenance and development

PPM Specialist (Independent Consultant)

Confidential

Responsibilities:

• Transitioned the yearly IT Portfolio Planning affecting 6 business units and investments worth $50 MM from a decentralized Excel based technology to a centralized Clarity PPM platform
• Engaged key stakeholders from the GPMO to: evaluate current state of IT Portfolio Planning across people/process/technology layers, determine gaps, identify areas of improvement, establish scope, and deployed the end-state Portfolio Planning solution driven by rapid prototyping
• Stood up a custom Project Cost / Benefit Planning solution that factors in resource capacity, aligns with the banks culture and current maturity level for managing Project Portfolios and paves the path for the sundown of a maintenance heavy and stand alone Project Cost Accounting System
• Restructured measurement of project management quality by aligning metrics for key activities and milestones to enterprise wide project management processes
• Planned and upgraded technology platform
• Increased user adoption of technology platform through improved information management of project performance by introducing user driven data controls across Waterfall/Agile SDLC
• Managed resolution of incidents (performance, functionality, and access control)
• Integrated Clarity with the external reporting platform to enable dashboard based data visualizations that support the management of Portfolios, Programs, Projects, and resources.

PPM Specialist

Confidential

Responsibilities:

• Worked closely with executives and key stakeholders to develop the strategy for program/project delivery and related tools within an organizational transformation program for positioning a major health care client to become more results oriented and risk-intelligent with strategic focus to drive business results
• Assessed the current state of adoption for the PPM platform/processes and made recommendations for increasing it and enhancing the functional capabilities
• Determined the future state by identifying and sequencing initiatives to be undertaken by the PMO to enhance its service offerings
• Developed a roadmap for implementing the recommendations and achieving the future state
• Led an initiative within the firm to develop intellectual property encompassing PPM processes for managing; project portfolios, demand, programs/projects, and benefits/results
• As a PPM SME laid out the information management strategy for a major disability insurance client that encompassed developing of architecture for data visualization; establishing the framework for integrating work plans; and designing the technology for managing risks / issues
• Facilitated workshops to interview stakeholders including Directors of PMO / PPM services / Release Management, and Program / Project managers to understand and document the current state and identify, prioritize, and finalize target state requirements
• Performed fit gap analysis of business requirements against tool capabilities and developed/recommended strategies for information management and approaches for customizing out-of-box capabilities
• Designed techniques to extend task management capabilities of Clarity to integrate project work plans, aggregate metrics and represent schedule/effort performance across multiple reporting dimensions in relation to the release timeline
• Designed the solution after validating the understanding through rapid prototyping and wire-framing techniques
• Documented the design specifications for user interfaces and dashboards
• As a PPM specialist guided a major property & casualty insurance client’s IT organization in consolidating its enterprise architecture; enabling PPM capabilities to bring improved control and transparency over investment priorities; re-engineering processes to create/model/manage budgets, forecasts, and actual spend for projects
• Interviewed client staff to understand and document the current state of technology and processes for managing ideas, projects / programs / portfolios, and project / departmental financials
• Facilitated workshops to have key stakeholders grade processes, PPM tool functionality, and industry better practices that are to be considered in the future state
• Conducted surveys to assess capabilities, user satisfaction levels, and tool redundancy within the current state of the technology architecture
• Evaluated the capabilities of the enterprise PPM tool to process financial chargebacks and integrate it with the general ledger application
• Identified applications, tools, data repositories, and communication artifacts to be retired
• Developed and documented the future state architecture
• Identified and sequenced initiatives to be undertaken to implement the roadmap
• Categorized and documented roadmap’s risks and assumptions that were collectively identified by the engagement team and key client staff

PPM Specialist

Confidential

Responsibilities:

• As a PPM SME, guided/supported Confidential Communication’s newly established PMO to institute industry better practices, processes/procedures in an environment that is undergoing a massive organizational and cultural change amidst a major merger and acquisition endeavor.
• Guided the complete reengineering of IT Service Intake process with relevant stage gates to ensure effective and efficient governance. Trained the IT department and tracked adoption
• Conducted workshops involving the Functional area directors and their managerial staff to gather functional requirements through rapid prototyping
• Delivered an integrated technology solution with data visualization dashboards to articulate the current state of IT initiatives and services being delivered, which were actively utilized by the CIO and functional area directors to make critical decisions
• Managed vendors to stand up an integrated PPM platform that fed the offices of CIO and functional directors with real time status of technology initiatives, supported time entry, resource management, program/project management
• Developed and published schedule/resource management guidelines based on experiential knowing and industry standards and in alignment with the capability maturity levels and tool constraints. Trained and coached project/resource managers in following the guidelines
• Facilitated weekly In-flight project reviews using metrics across the IT department to ascertain portfolio/project health and offered guidance to alleviate challenges

Business Advisor

Confidential

Responsibilities:

• Portfolio Manager supporting Confidential ’s Global Manufacturing Portfolio Director to strategize and govern a portfolio of technology projects worth $500M. Responsibilities encompassed:
• Establishing a Portfolio Management Office (PMO) to enhance the existing governance infrastructure and implement a newly defined portfolio strategy
• Developing the portfolio to allow key leadership the appropriate visibility to all IT projects, including spend data and other operating information
• Monitoring spend across the IT portfolio and documenting existing processes
• Identifying tools, policies/procedures and roles & responsibilities for project cost controls
• Providing a strategic view of the portfolio by coordinating initiatives, their challenges, financial and implementation assumptions
• Linking project scheduling, budgets, and resources for enhanced efficiency, effectiveness, productivity and risk management
• Helping to improve on-time delivery of projects that meet stakeholders expectations, and effectively manage IT budget
• Providing a framework to support strategic IT objectives and address tactical execution of IT requirements
• Senior Solution Architect for the deployment of a PMO Tool for a major specialty insurance products provider. The scope of implementing this uniform application across all organizations and business practices encompassed managing and governing issues, change requests, action items, and meetings arising from Policy Administration, Billing & Collections, Claims, Reinsurance, Accounting & Finance, and IT. The user base is geographically dispersed and is comprised of client and vendor staff.
• Deployed the application suite including customized processes and procedures and trained the Project Managers, Program Managers, and the Program Director in tool usage.
• Facilitated follow-up sessions with the user base to reinforce the concepts
• Delivered to the client staff in administering the application
• Audited the quality of the information being captured and published weekly status reports to the Program Director
• PPM Architect for the world-wide deployment of Program and Schedule Management methodologies, tools and assets for a global leader in communication systems and services
• In collaboration with client staff, customized schedule management standards based on industry leading practices for creating and updating project plans while incorporating applicable processes, procedures and standards that assimilated the client’s culture, organizational considerations and IT escalation and approval mechanisms
• Deployed the Clarity PPM application including Confidential 's PMO Accelerate solution. Responsible for US/EMEA based client personnel, Project Managers and Directors
• Set priorities, developed work schedules, and monitored the progress of project milestones and deliverables. Authored and published weekly status reports to appraise client management of project progress, issues, risks and change requests. Supported the engagement manager in financial and records management
• As the focal point between the application vendor and the client, managed the implementation of the application in the development and production regions
• Implemented leading practice program and project management processes, methodology and tools across the IT project management community in order to improve the consistency of program and project management delivery and reporting
• Managed upgrades to the configuration based on approved change requests
• Prepared a roadmap for the roll-out of additional Clarity functionality in the demand, portfolio and resource management arenas. Demonstrated the ability for resource and demand management through a prototype
• Chief Solution Architect for the design and implementation of Confidential 's PMO Accelerate solution offering that is:
• Utilized to rapidly establish of a fully functional PMO.
• Geared to accelerate requirement definition and prioritization of the implementation road map using its functionality assessment tool kit
• Versatile enough to support a single or multiple project infrastructures as well as more mature program, portfolio or enterprise level PMO
• Composed of leading practice methodologies, solution guides, and web-based toolkit for assessing project management maturity
• Pre-configured in Clarity 8.1 with automated workflows, portlets and forms for capturing and tracking issues/risks/change requests/action items, and a flexible governance structure
• Deployed with customized procedural and documentation, project plans, deliverable templates, and technique papers
• Clarity/PMO Specialist supporting the Program Management Office (PMO) Director overseeing the global implementation of SAP’s Financial and Indirect Materials Management functionality for the largest US auto manufacturer. This $250M+ Program required, over its three-year span, evolving project teams staffed by hundreds of IT, Organizational Change and Business professionals. The scope of this engagement covered all facets of a major software system implementation lifecycle from requirements definition through integrated testing and conversion activities
• Customized Clarity 7.5.3 platform with necessary forms, workflows, portlets, and portlet pages that allowed the PMO to manage global level issues, change requests, risks, and action items
• Authored and delivered processes, procedures, and material used by the client’s user base
• Trained the globally situated client staff in utilizing the solution suite
• Supported other PMO functions encompassing Project Planning and Monitoring, Communications, Measurement, Standardization and Reporting
• Senior Architect leading a discovery workshop in an Artemis implementation with key stakeholders at a Nuclear Power plant. Collaborated with the client staff and laid out a process for approving projects
• Proposal Manager responsible for the development of a proposal to implement a Project Portfolio Management (PPM) solution for a Confidential
• Project Manager for the delivery of a billing system for a telecommunication client
• Planned and scheduled: resources, change management, as well as design and implementation of enhancement, modifications and bug fixes to the java front end
• Documented and delivered status and explanations of defects, change orders and other modifications to the committee headed by the vice president of engineering, which included the need to negotiate scope and schedule for some of these changes
• Prepared a strategic plan for reengineering certain elements of the architecture in order to: gain market share, expand its business simultaneously with multiple customers, utilize open source in its development, and integrate its product offerings with other solutions
• Project Manager for the implementation of a custom crime prevention application for a major City government. Managed client expectations, planned, executed, and controlled development and QA activities

Sr. Application Architect

Confidential

Responsibilities:

• Chief Solution Architect for a packaged application (ERP, SCM, and WMS) manufacturer. Participated in a technology identification workshop to brainstorm and define a futuristic technology roadmap. Established guidelines to in corporate licensing/currency/language requirements into the product suite to support the company’s expansion into the Chinese market.
• Also supported efforts to plan the transition of development activities to an offshore facility by identifying risks, and determining / infrastructure needs

Technical Project Manager

Confidential

Responsibilities:

• Technical Project Manager for a major European Automotive manufacturer’s Warranty department that had its key stakeholders spread out across the globe
• Saved $¼ Million by recommending improvements to an existing B2B solution
• Optimized an annual investment of $½ Million/18 person-month in a paper based system by strategizing and reengineering a solution to render information over the internet
• Improved IT solution delivery capability by establishing: mentoring and knowledge transfer programs
• Reorganized the execution, control, and monitoring of a massive BPR initiative by recommending and implementing a centralized project management information system
• Led development of CRM application and combined 5 disparate systems with common database. It not only improved quality of direct marketing campaigns immensely but also increased customer retention by efficiently integrating accurate demographic and vehicle service history information

Technical Project Manager

Confidential

Responsibilities:

• Technical Project Manager for delivering functional (public welfare) modules for State Governments. Mitigated the risk of multiple benefit issuances for a Confidential agency by putting into operation a complex screening process as well as implementing core modules (Client Registration, Fair Hearing, and Aid for Families with Dependent Children)

Business analyst

Confidential

Responsibilities:

• Evaluated features, functionality, user interface, and reporting capabilities of third party loan origination software focusing mainly on seamless integration with Credit desk’s systems and procedures. Coordinated user acceptance testing and communicated the bank’s requirements to vendor toward customization. Organized end-user and supported the deployment

Senior Engineer

Confidential

Responsibilities:

• As technical lead captured requirements and developed packaged solutions that were sold to US banks for processing credit card charge backs, recovery of auto loans given to dealerships, and loan origination (Credit desk)

Programmer/Analyst

Confidential

Responsibilities:

• Developed decision support systems to be utilized by senior management to forecast sales and perform inventory control of non issued tickets. Created user interfaces to capture geographic information about ports to facilitate cargo pricing