SUMMARY:

• 40 years of Project/ Corporate Portfolio Management and Governance experience
• Broad range of Management Consulting engagements at over 135 clients in 12 industries
• CIO, CTO and COO management experience in small, medium and large organizations
• Engagement Management experience at 12 global & regional consulting organizations
• Extensive CA Clarity ™ PPM Solution Architect, Functional, Technical and Operational experience on 33 projects since 2002
• Senior CA Clarity ™ PPM Solution Architect subcontractor to CA Services Europe & USA on 9 Business Process Design, Implementation, Integration & Upgrade projects
• Extensive CA Clarity ™ PPM marketing and sales experience for CA Technologies & CA Partners including: Rego Consulting/PPCG, A&I Solutions, Xinify Technologies
• Fourth - term Secretary of the CA Clarity ™ Global User Community Board of Directors
• President of the Desert South West CA Clarity ™ User Group Board of Directors

SOLUTION STRATEGY:

• PPM & CA Clarity Maturity Assessments
• ROI/Opportunity Analysis & Architecture
• Deployment Roadmap & Implementation
• Policy & Procedure Development
• Portfolio Management
• Program Management
• Project Management
• Demand Management
• Resource Management
• Financial Management
• Capacity Planning & Resource Allocation
• Upgrade assessment & implementation
• Reporting Strategy & Customization
• Portlet & Portlet Page Configuration
• Custom Object Design & Implementation
• Integration / XML Open Gateway
• OBS / Group / Security Analysis & Creation
• Process Design & Implementation
• Template Analysis & Creation
• Time Entry Design & Enterprise Integration
• Financial & HR Systems Integration
• Installation, Configuration & Upgrade
• Program Management Office Automation
• Program Management Office Procedures

PROFESSIONAL EXPERIENCE:

CA CLARITY PPM Solution Architect

Confidential, Little Rock, AR

Responsibilities:

• Project Portfolio Management Advisor/Mentor/Coach/Administrator
• Assist Information Technology staff in the adoption, use and leveraging of a highly customized implementation of CA Clarity PPM
• Advise Information Technology Stakeholder on efficiency, effectiveness and adoption of customized processes and objects
• Work with Administration and Development teams to identify, assess, characterize & refine functional and technical enhancements
• Work with Stakeholders, Program Management Office and Development Team to assess and plan for move from CA Clarity PPM Version 12 to Version 13

Confidential, Lake Forest, IL

Responsibilities:

• Assessed effectiveness and efficiency of Program Management Office strategies, policies, tactics, and procedures as supported by CA Clarity PPM
• Developed a refined deployment roadmap to define, vet, implement and deploy ease of use enhancements to minimize administrative overhead while enhancing effective decision making, risk minimization, collaboration, business process alignment, data quality, forecast confidence, business process compliance, perceived value, and user acceptance, including eventual move to CA Clarity PPM Version 13

Confidential, Fort Washington, PA

Responsibilities:

• Assist the Global Program Management Office and the CA Clarity PPM Execution team in the enhancement of benefits, value, effectiveness and efficiency of Project Portfolio Management methodologies, processes, procedures and tools
• Champion a solution strategy that moved from the current qualitative project status reporting methods to Best Practice quantitative, activity - based project planning and status reporting techniques
• Develop a solution approach that leverages Financial Management functionality as a foundation for deployment of real-time Business Case Analysis and formal Project Portfolio Management
• Identify suboptimalities and enhanced solutions for holistic enterprise-wide Resource Management
• Evaluate enhancements to be available in CA Clarity PPM Version 13 and initiate planning for upgrade from Version 13

Confidential, New York, NY

Responsibilities:

• Assist the "Information Technology for Information Technology" Department in developing an enhanced Portfolio, Project, Resource and Budget Forecasting Business Process that leverages the advanced features of CA Clarity PPM Release 12.1
• Advise on how CA Clarity's "Process" facilities could be leveraged to enhance Planning Process Governance (authority, reviews, approvals) and Quality (consistency, completeness, level of detail, achievement of mandated confidence levels, comparison with best practice norms, etc.)

Confidential

Responsibilities:

• Evaluate Program Management Support requirements, and add new functionality to existing custom forecasting Portlets to meet advanced needs under a part-time retainer.

Confidential, St. Louis, MO

Responsibilities:

• Assist the Program Management Office in evaluating how an existing "New Product Development" process could leverage CA Clarity PPM's Portfolio Management and Release Management functionality by examining the current spreadsheet-based solution, and mapping it into corresponding CA Clarity PPM features

Confidential, Austin, TX

Responsibilities:

• Assess the implementation of Supply/Demand Resource Management & Percent Time Capture extensions to CA Clarity PPM to support unique Engineering management challenges
• Enhance the maturity of the packaged software delivery policies and procedures
• Architect, configure, integrate, train & deploy CA Clarity Resource & Financial Management for use by the IT organization

Confidential, Dallas, TX

Responsibilities:

• Specification of Financial Management Requirements for a $500 million Program Management Office
• Development of a custom Cost Modeling technique that takes into account the unique Incentives and Penalties of the healthcare initiatives under the " Confidential of 2009"
• Support of the Program Management Office's initial setup & configuration of CA Clarity PPM and Financial Organization Structure
• Perform an Independent Project Risk Assessment of a refreshed initiative to deploy CA Clarity PPM beyond basic timesheets to full Resource Forecasting and Management
• Define Policies and Procedures for the management and documentation of the CA Clarity PPM operating environment in development, test, staging, QA & production

Confidential, Jersey City, New Jersey

Responsibilities:

• Reassess custom timesheet process and reporting implementation to address evolving requirements and provide additional visibility and transparency

Confidential, Jacksonville, Florida

Responsibilities:

• Conduct a “Best Practices” Program Management Office (PMO) Strategy Workshop for a large multi-year, multi-disciplinary, matrix-managed project
• Prepare and deliver customized Project Management training sessions based on the PMO Strategy Workshop goals and objectives

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• Assess current Confidential 6 usage, customizations and the potential benefits of upgrading to Clarity Version 8.1.1 and R12
• Evaluate the technical risks and probable duration of the standard product upgrade path requiring 6 sequential upgrades
• Devise and validate a two-phase “migration” alternative: move “closed” projects in advance of system downtime needed for final migration
• Implement the migration of 3,500 projects and 600 users from Confidential 6.1.5 to Clarity 8.1.1 while re-architecting the use of the Financial Module in conjunction with a custom data warehouse.
• Evaluate the use of Lightweight Directory Access Protocol (LDAP) interface for user account security synchronization, custom resource maintenance forms and custom timesheet approval processes

Confidential

Responsibilities:

• Assess current Clarity usage and the potential benefits of upgrading to Clarity version 8.1
• Identify opportunities to leverage Clarity s Out of the Box functionality including advanced reporting and process automation facilities to improve overall effectiveness and Prince2 Governance compliance
• Help to establish the Program Management Office for a 3,000,000 Euro Clarity ROI Enhancement project
• Develop a two year Clarity Deployment Roadmap detailing opportunities, benefits & activities to achieve
• Evaluate the transition from custom budgets & approvals to standard Financial Management functionality

Confidential

Responsibilities:

• Evaluate the transition from custom project budgets & approvals structures to the standard Clarity data model
• Document the benefits of and the transition process to the use standard Clarity structures and reports
• Provide technical and functional support for a 3,400 user / 1,600 project Clarity environment supporting over 320 major programs
• Assess current usage and identify additional opportunities to leverage Clarity s advanced reporting and process automation facilities to improve overall effectiveness
• Enhance and develop customized Actuate reports to support external reporting and program/project team presentation requirements
• Configure and create custom portlets to meet ever - changing operations analysis and display requirements
• Meet even more demanding operational assessment requirements by integrating custom Excel analysis spreadsheets with the Clarity database via the Open Data Base Connectivity (ODBC) integration facilities
• Interface Clarity s timekeeping sub-system to an external Vendor Management service provider, support planning for integration with internal HR system
• Create custom Excel-based data entry forms that (a) validate data with extracts from the Clarity database (via ODBC) and (b) automate input into Clarity via the XML Open Gateway (XOG) integration facility
• Enhance Clarity performance through configuration analysis and fine tuning
• Create a User Acceptance Testing environment to facilitate best practice modification and test policies
• Upgrade Production, User Acceptance Test and Development environments from Clarity 7.5.1.FP01 to 7.5.3.FP05
• Contribute to the planning for upgrade to Clarity Version 8.1
• Respond to and resolve bugs in cooperation with CA Clarity Support