SUMMARY:

• 20 years of Portfolio/Project Management experience within CPG, Insurance, Financial Services, Retail, Utility, Real - Estate companies.
• PMO Development and Deployment.
• Project Management Institute-PMP Trained.
• LEAN Service Trained
• Six Sigma Green Belt

TECHNICAL SKILLS:

Specialty in Customer: Centric Quality Management Significant experience representing corporate leadership including Chief Executive Officers, Chief Information Officers, Chief Financial Officers, Chief Marketing Officers and Chief Operating Officers

PROFESSIONAL EXPERIENCE:

Management Consultant

Confidential, Dallas, TX

Responsibilities:

• Manage $40MM Portfolio for Consumer/Commercial Banking
• Train/Manage 10 OCM Project Managers
• Governance via OCM Metrics and Financial-Management (Prosci ADKAR Based)
• Manage $25MM Portfolio for Business Systems Analytics
• Train/Manage 20+ IT Project Managers
• Manage 5 Global Organizational Change Management Leads
• Establish Center of Excellence for Organizational Change Management (Prosci ADKAR Based)
• U.S. Banking, Finance, Insurance Outsourcing Lead
• Full Change-Lifecycle Management
• Financial Modeling, Risk Assessment, Resource Management

Confidential, Chicago, IL

Program Management / Change Management Lead

Responsibilities:

• Manage post-merger Enterprise-Application integration
• Organization Change Management, Stakeholder management, Executive Reporting
• Development, approval, resourcing, execution
• Risk assessment, IT SDLC Liaison. Financial and assessment. Procurement / Vendor Management
• Planview Deployment (SAP Environment)
• Organization Change Management for 1,000+ users (IT, Business, Operations)
• Strategy, Sponsorship, resourcing, ROI Presentation
• Integration with Project Management Office quality management. Vendor Management (Communications, Invoicing, Project Management)

Confidential, Chicago, IL

Change Management / Training / Communications Lead (SAP Environment)

Responsibilities:

• Managed $40MM Outage Management System replacement.
• Developed ADKAR-based Change Management and Training Strategy
• Developed internal/external Communications processes and delivery vehicles (SharePoint, Weekly Reports/ Intranet Site). Managed liaison with Human Resources, IT and Business Leadership.
• Procurement / Vendor Management (Invoicing, Resource Management, Project Management)
• Managed project resources, timeline and deliverables for national rollout of operational changes.
• Communications, Training curriculum, success metrics.
• SAP Integration, Solutions development/deployment (reporting). data validation (financial/operational).

Confidential, Chicago, IL

Project Management / Change Management Lead

Responsibilities:

• Business Process Simplification
• Idea Management / IT Cost Reduction. Communications Management (SharePoint, Leadership Reports)
• SAP Deployment Management (Skillset Review)

Confidential, Chicago, IL

Change Management Lead (Channel Operations)

Responsibilities:

• OCM Strategy Development. Training, Communications, Stakeholder Management, Reporting, Governance
• Solution deployment coordination (SAP Integration, Requirements Management, Validation).
• Change Management IT Portfolio
• System Process re-engineering (As-Is and Cutover Plan). Procurement, Materials Management, Invoicing
• Enterprise planning for $100MM enablement program to enact Affordable Care Act
• Change management planning, execution and measurement (SAP Environment)
• EPMO liaison (risk management, Executive communications).
• Vendor management (Portfolio Planning, KPI Management)
• Communications management, stakeholder management

Confidential Client (Bloomington, IL

Change Management Lead

Responsibilities:

• Enterprise Change Management (SAP Environment)
• Stakeholder management, Communications, SharePoint, Reporting
• Solution deployment liaison (requirements management, end-user testing, data archival, quality control).
• Vendor/Procurement Management (Quality Control, Process Management)
• Software Development Lifecycle Committee management (SAP Environment)
• Coordinated SDLC stakeholder meetings
• Managed stakeholder surveys, reporting.
• SDLC Issue identification, solution requirements documentation, deployment management.
• Developed communication strategy including:
• Stakeholder management, Intranet management, Reporting, Quality Management.
• Documented business-case including:
• Risks/benefits of system financial controls/reporting.
• Operational impact of accurate issue tracking/resolution
• Documentation of software technical specifications.
• System/process deployment management, user training.
• Performance reporting (budget, user acceptance).
• Drafted/deployed Quality Management communications plan based on ADKAR.
• SharePoint development/management for status reports/training.
• SCM Solution configuration/installation/deployment management.
• Quality Management business process improvement, Internal knowledge-share.
• Managed customer participation/satisfaction index.
• In-store surveys for Wal-Mart, FedEx Kinkos, Dreyers Ice-Cream, Chapstick.
• In-store restaurant customer satisfaction surveys based on SERVQUAL instrument.
• Direct-Mail/Online campaign management and analytics (PC Hardware client)

Confidential, Houston, Texas

Senior Manager, Strategy and Planning

Responsibilities:

• Corporate governance
• Developed Change Management program to oversee $40MM annual internal IT enhancement plan.
• Chaired cross-functional project management team and process.
• Systems/Process integration (SAP, PMO, Marketing)
• Performance Metrics development
• Developed cycle-time metrics for gauging success of Change Management program.
• Developed post-implementation audit to measure success of release.
• Customer Analytics
• Coordinated Executive forums to solicit input on needed enhancements.

Confidential, Houston, Texas

Senior Manager

Responsibilities:

• Project manager: New product development
• Launched an online Energy Management, Bill-Pay tool via 3rd party vendor to 2MM customers.
• Managed research, testing and operational rollout of PowerDetector outage notification device.
• Managed the research and rollout of first Residential customer retention and lifecycle management program.
• Market research, competitive analysis.
• Developed competitive matrix for SMB Retail Electric providers.
• SAP Change management
• Change Management program manager
• Enterprise change request (ENTCR) system manager. Communications manager. Cross functional lead.
• SAP Project Management: Cleared 80,000 customer issues in 90 days via 40-person team.

Confidential, Houston, Texas

Contract Competitive Analyst

Responsibilities:

• Competitive analysis (secondary research / products / messaging)
• New product development (IPaq).
• Knowledge share, Internal communications

Confidential, Houston, Texas

Director, Gulf Coast Business Incentives Practice

Responsibilities:

• Client relations / business development within Gulf Coast region (TX, LA, MS). City/County and State lobbyist
• Business process management, Marketing strategy/planning, Media relations.

Confidential Houston, Texas

Marketing Executive, Economic Development.

Responsibilities:

• Elected official Orientation. Advisor to City/County and State on tax incentive/business recruitment policy.
• Marketing strategy/planning. Manage trade shows and awards luncheons. Media relations (print, Radio/TV, online).
• Chair - Real-Estate Advisory Committee. Executive counsel of 12 regional real-estate development firms (Advocacy, Issues Management, Tax Strategy)