SUMMARY:

• Deployed numerous Confidential solutions in a compliance / validation environment.
• Validated Call Center utilizing the Confidential Service Cloud (5+ Installations)
• Custom SOX compliance solutions delivered on Confidential custom Force.com platform (5+ installations for Banking)
• Integrated suppy chain solutions for partner compliance on Confidential Force.com platform
• Sample management for QC for Confidential 11 delivered on Confidential platform using custom objects and workflows
• Lead teams to deliver SOPs (Standard Operating Process) documentation supported through detailed acceptance criteria specificed within User Stories
• Delivered custom Force.com solutions for Device Tracking within patient services
• Lead a time in healthcare services to deliver a custom validation configuration engine, built on Confidential Force for patient entitlements
• Delivered numerous field service solutions for Medical Device Service leveraging Maximo / ServiceMax on the Confidential platform.
• For BI and data warehouse integration leveraged tools such as Tableau, Informatica for data model changes and data transition.
• Lead numerous Oracle, SAP ERP deployments in the Pharma, Medical device industry. This included a mix of SAP CRM and Confidential .
• Managed numerous ERP programs which included as many as 5+ vendors and budgets of between $1 - 2 million. In this role maintained postion as strong negotiator with business, vendors, and set expectations through very detailed SOWs, audits, reporting etc.
• Project Management Professional who can leverage over 20+ years of solution implementation, product lifecycle, and data migration experience with Oracle ERP, SAP ERP, CRM Oracle Fusion, Pivotal, Siebel.
• I have over 25+ years’ experience implementing CRM, ERP, and PLM solutions; as well as transitioning numerous clients to Oracle EBS and SAP ERP. I am an expert in the process of “Quote to Cash lifecycle”, which include functional areas of Asset Maintenance, Quote-Order, SFA, and Purchase-Pay. Once implemented these solutions, in conjunction with the process changes, have driven over $ 1 Billion+ in customer value at the Operations, Sales, Service, and Supply Chain level internationally.
• In many of my deployments I have managed both Waterfall and Scrum teams simultaneously, most recently this occurred with consolidated development which included both onshore / offshore development models. My deployments are traditionally large transformation projects of multiple businesses, with 1,000-10,000+ Users.
• As a Program Manager / Project Manager / Scrum Master I have been working with the PMI Waterfall principles for over 25+ years, and the Scrum Methodology for over 10+ year. In the last 10+ years my teams have leveraged Scrum principles to ensure a high level of performance from the respective product teams. My Agile methodology is based upon delivering value early, early validation of requirements, accommodating change through a proactive management of Sprint Backlog grooming, encapsulated Features tied to the User Stories, and Epics.
• I was originally trained in the “Waterfall” methodology as a means for managing the SDLC lifecycle. Since 2009, I have primarily worked under a more “Agile” project methodology. This included delivery of small subsets or “sprints” of functional requirements delivered across a short timeframe, (4-8 weeks). Contingency for project success is dependent on stakeholder availability and accurate stakeholder resource planning.
• 25+ full Lifecycle Implementations of Confidential Sales, Service, (Service Maxx), Marketing, Sales, Quoting, and Forecasting. I have traditionally participated in leading all tasks across the complete project lifecycle. These included Requirements Definition, and decomposition of requirements to executable scripts, Design, to frame functionally and support process flow definition. I manage teams for iterative delivery of small groups or subsets of functionality for testing in SIT and UAT.
• 20+ years’ experience in developing and maintaining detailed project communication plans to align with status requirements of executive leadership team, project ownership team, and steering committee on project delivery. I am an expert with MS Project and leverage this for team accountability.
• 20 Years of project management experience facilitating resource planning, working with operations & key stakeholders. This includes providing detailed meeting updates for status, financial reporting, quality, and definition of KPIs /Project metrics.
• 20+ Years of analyst experience in leading project meetings, design workshops to document and prioritize functional requirements, and perform translation of verified executable scripts for SIT or UAT
• Extensive experience in roles as Project Management / lead change agent to improve user adoption, management adoption, and embodiment of “Best Practices” to maximize the value of Salesforce.com long term. My process includes an extensive review of current client processes, gap assessment, and performance management against key business drivers. Currently studying to attain my PMP certification.
• I have been formally trained on the ITIL Software Service methodology by Infosys. This training was required for me to co-manage the Confidential COE support team for Dupont.
• I have extensive experience as a solution architect performing the design, integration, and delivery of Enterprise Solutions to address the transaction lifecycle around Sales-Order fulfillment. Solutions implemented include Confidential, Oracle EBS, Field Service, Pivotal, SAP, Confidential, and Siebel, (Including Analytics and BI),and SAP C4C & ECC.
• I am a resourceful, creative problem-solver, with a proven aptitude to analyze and translate complex customer requirements /business challenges with delivery of innovative custom solutions.
• Transitioned numerous organizations from traditional project deployment strategies / “Waterfall” (define, code, test, deploy) to more Agile driven methodologies. This latter approach focuses on delivery of incremental functionality in an iterative fashion. Knowledge of ITIL processes, Waterfall, Agile methodology and PMP processes.
• A proven history of design and delivery of numerous operational /transactional benchmarking assessments, ROI and TCO scenarios across many industries: including Construction, CPG Distribution, ETO Manufacturing, Financial Services, Telecommunications, Pharmaceutical, and Retail / Supply Chain Management.

PROFESSIONAL EXPERIENCE:

Confidential, Atlanta, GA

Delivery Manager/ Program Manager

Responsibilities:

• First, I was contracted short term to migrate the PMO from pure Waterfall to a hybrid Agile environment, and further elevate the teams knowledge to a level of Confidential .
• This was to include bringing forward a strategy and sub set of artifacts to be used by the business going further.
• In addition, providing oversight over 3 workstreams of Confidential Service to ensure timely delivery.
• Primary responsibilities include financial reconciliation, strategic planning with the stakeholders, and progress reporting.
• Architect responsibilities include working with development to scope interfaces correctly with SAP, and Oracle, as well as design a “360 view of the customer” for financial reporting.
• Second, I am managing the integration and deployment of Confidential Sales, Service, ServiceMaxx, and a series of custom applications consolidated on the “Force platform”.
• My responsibilities include leading an international team of Analysts, Architects, SMEs, and Developers across the SDLC. Specific deliverables include delivery of requirements via User Stories, Detailed Project Plan and Schedule, Effective Design Documentation, and QA Test activities. Responsible to keep the project financially in tolerance and reporting for Earned Value Management, as well as resource planning, and reporting. Project estimated at over $5 million in scope and duration of 3 years.
• Third, as a lead for the ERP Strategic Planning team, I am leading the selection and planning process for transitioning several business units from Oracle EBS to SAP. This will include modules for Sales, Service, Warehousing, and web based solutions. Daily tasks include scoping, planning, setting leadership processes for PMO, detailed WBS phases for roll up in Enterprise reporting project plans.
• Additionaly due to resource constraints, my tasks include leading teams to construct Use Cases with detailed / technical acceptance criteria, (200+), Sprint Reviews, Sprint Planning with Stakeholders, and burn down resource reporting.

Confidential, Milwaukee, WI

Program Delivery Managerr

Responsibilities:

• Maintained a role as liason/ between the business, key stakeholders, and the project team to ensure transparent communication
• Coached the team on agile principles, continuously improved processes. Facilitate daily standups. Set up Sprint Reviews, Solve and Review Impediments to progress.
• Managed team of 25 resources both on and offshore, including a third party partner, Appirio.
• Integrated 5 different service businesses under 1 pilot
• Integrated CTI with SalesForce Service Cloud
• Lead a team to create User Stories for developing requirements (300+)
• Made presentations to senior level management/ stakeholders
• Created custom objects for Quality Control to use for inspection.
• Project was delivered at 50% of initial budget
• Managed Unit Testing and Integration Testing
• Integrated Commission Reporting with Confidential
• Developed Custom Objects to support QC and Retail based business processes.
• Integrated Service Ticketing and Sales configuration
• Built custom objects for Team Service Roles managing the same Account
• Defined the SOR and Integrated Master Data Management (MDM) strategy to maintain integrity for integrations with the ERP platform provide a 360 degree view of customer records)
• Deliverables include extensive RACI, RAID, Communication Plans, Scope Plans and Road Map for delivery across 2014 and 2015.
• Administering the project involves a series of sprints which in corporate detailed User Stories packaged as deliverables. Each story includes role based requirements, business constraints, pre-conditions, and post condition outcomes.
• Financial reporting against PMI EVM based processes to establish baselines for project management and PMO.
• Project was delivered at 50% of initial budget by breaking out the work into manageable sprints and staking the sprints in parallel.

Confidential, Edison, NJ

Program Manager

Responsibilities:

• Lead a team of Solution Architects to develop roadmaps and strategies for creating one instance of SalesForce. This included conducting extensive functional interviews to determine the best value for delivery: Inventory rework or creation of a new global instance, leveraging a functional template.
• Authored technical documentation to support functional, integration and data migration requirements.
• Designed functional, systematic and integration detailed architecture plans. 
• Architected process flow designs for CTI / Informatica / Cloud MDM.
• Managed co-ordination of the partners and working groups engaged in project work, including all activities related to the Project Management Life cycle including planning, execution, monitoring, control and status reporting.
• Managed and maintained project scope, change control, and Release planning.
• Reporting / Monitoring project progress and performance. This includes status reporting for Customer Stakeholder Management and providing status reports to the project sponsor.
• Meetings facilitated through Daily Stand Ups, with representatives from IT, Business and Operations.

Confidential, Alpharetta, GA

Project Manager

Responsibilities:

• Lead a team of (10) resources in support of the Confidential Business Connect Credit and Collections solution created on the Confidential Platform.
• Built custom applications to perform Account Receivables and Invoicing on the SalesForce platform.
• Created a change management and support management program for the Confidential team in support of Business Connect.
• Lead Program Management activities in a peer relationship with Confidential team to manage and deliver high risk projects.

Confidential, Plano, Texas

Project Manager

Responsibilities:

• Lead effort to create a set of User Stories, which fed a backlog. I managed Sprint burn down efforts to accurately report the estimated “done” date.
• SME who created PM and CRM “Best Practices”
• Lead the team for creation of Use Cases, creation of a channel strategy, Dealer Partner Agreements, Business Rules, and Territories.
• Created an E-Commerce portal delivery.
• Launched a new web distributor portal
• A timeline of only (8) weeks was established for the POC, and ultimately this was reduced to (6) weeks due to licensing challenges.

Confidential, Cleveland, Ohio

Project Manager

Responsibilities:

• Daily Scrum Stand Ups facilitated with representatives of business, product management, development and operations.
• Lead effort for creation of User Stories
• Created a strategy for Account definition with MDM to reduce duplicate accounts.
• Implemented standard objects for SalesForce Sales Accounts, Leads, Contacts, Quotes, ERP integration with Oracle EBS.

Confidential, Richmond, VA

Program / Project Manager

Responsibilities:

• Created custom Financial Risk Management User Stories (SOX Compliance)
• Custom applications for facilities Management.
• Lead team of 3-5 developers, 2 QA resources, and several junior Analysts.
• Managing and creating work products such as Requirements Definition Matrix, Design Documents, Integration Architecture, Process Maps and UAT Scripts.
• Developed a change management strategy and process to support a COE platform to minimize upgrades and impact on release management.

Confidential, Billerica, MA

Project Manager

Responsibilities:

• Lead two workstreams for delivery in parallel:
• ERP deployment for Sales & Service
• Custom Confidential Force development for field service applications which included securing 21CFAR compliance on field service(CFR 211.100, 211.194, 820.184, 820.181,820.200
• Managed the requirements, design, development, delivery and UAT testing for Confidential Sales deployment for the medical appliances group in conjunction with SAP SD ERP implementation
• Developed Use
• This project required extensive detailed Use Cases as the team in parallel was re-engineering the Quote-Order cycle, Quality, and Warranty Service
• Development was performed by a combination of offshore and onshore resources.

Confidential, Clark Summit, PA

Project Manager / Functional Architect

Responsibilities:

• Lead and participated on a team of 15+ BAs, Confidential Developers, (On and Offshore) to implement Confidential Sales & Service
• This Solution included the deployment of Confidential Sales & Service with CTI to improve call handling and cross selling processes.
• Deployed Confidential Sales solution includes integration to a Legacy Policy Quoting system.
• Performed monthly and quarterly reporting, manage risk and issues through a RAID guide

Confidential, Boston, MA

Project Manager / Solution Architect

Responsibilities:

• Lead the delivery of use cases to facilitate in delivery of custom application for compliance for 21CFAR,211.196 and HIPAA
• Lead a team of 10+ individuals through a (3) Month migration of legacy Oracle CRMOD Objects to Confidential Sales and Service for merger of (2) businesses utilizing Confidential (MISYS, AllScripts).
• Performed and managed all phases of the Confidential including Requirements Definition, with Level 3 Process Flows to ensure executable requirements for downstream processes in the SDLC for Testing.
• Created both high level and detailed designs, which transitioned into a very iterative Development life cycle.
• Development and delivery of functions by Object and relative sign offs to close out the process correctly prior to SIT and UAT.
• In the SIT phase created scripts, recorded outcomes, managed issues, to ensure progression to UAT.
• In UAT, I worked with the client representatives in Marketing, Operations, and Sales to create executable test scripts to validate functionality, drive out issues, and mitigate risk around user acceptance. (Re-Engineered / Consolidated 3 disparate configurators into (1) solution with Confidential / Oracle Siebel CRM.)