SUMMARY:

• Seasoned professional with expertise managing cross - functional business and technical products, programs, and projects with strategic and tactical enterprise-wide impacts affecting internal and external stakeholders, including members, vendors and business partners.
• Experience in a variety of industries, including eBusiness, Financial Services including FinTech (financial technology), Insurance, Health Care, and Membership Organizations.
• Proficiency working with and in PMO (Program Management Office) following Lean/Agile, Scaled Agile, Agile-Hybrid, Iterative and Waterfall SDLC (System Development Life Cycle).
• Proficiency working with and in Product Development and Marketing following PLC (Product Life Cycle), including Business Case development with ROI (Return on Investment), Concept Validation, Business Analytics, Beta and Marketability Tests.
• Prior experience with enterprise level cloud based automated tools for management of workflow and digital assets (DAM), and for decisioning using business rules engines.
• Experience in full Product Development Life Cycle from research to launch for products, including technology and FinTech products, for instance,
• A device agnostic responsive web application tool, eTicketing (electronic ticketing) Program pilots with innovative business policy and process (reservations, sales, ticket collection, revenue recognition, etc.) changes,
• New mobile messaging service and handset families, with new mobile functionality including next generation Packet Data Service, new handset functionality and mobile User Interface (UI), web UI and messaging platform, new web portal for third party content, prepaid and postpaid billing interfaces, and infrastructure,
• Approximately 300 mortgage and security products, and
• 30 new individual and group VUL (Variable Universal Life) products.
• Identify, track, report and resolve key decisions, risks, issues and action items.
• Manage matrixed program and project teams with hundreds, and sometimes thousands, of members.
• Manage and track multi-million dollar budgets, often in excess of $30 million.
• Servant leadership style in coaching teams and addressing risks, impediments, dependencies, and assumptions.
• Experience with enterprise level conversions and technology upgrades.
• Prior experience with new vendor and vendor personnel onboarding, and ongoing vendor monitoring and relationship management.

EMPLOYMENT HISTORY:

DIRECTOR OF PRODUCT, PROGRAM AND PROJECT MANAGEMENT, AGILE COACH, SCRUM MASTER

Confidential

Responsibilities:

• Act as Agile Product Owner, Agile Coach and Scrum Master, as needed.
• Conduct Sprint Planning,
• Draft and refine (e.g., vertically slice) User Stories and Epics with Acceptance Criteria,
• Facilitate Backlog Refinement (Grooming), and prioritize Backlog,
• Participate in Sprint Reviews and Demos,
• Use online Kanban Board for communication,
• Track Metrics, and
• Coach offshore team on Lean/Agile Scrum methodologies and tools.
• Working with offshore development teams to design and build MVP.
• Prepare and review business and technical documentation, including develop, and vertically slice, user stories and epics, system architecture and data dictionary.
• Working jointly with Founder on product vision and roadmap, product design using a modified Lean/Agile methodology, managing product research, discovery, use of personas, journey maps, mockups, and product experimentation approaches (MVPs, betas, prototyping, simulation), product and feature road mapping, value stream mapping, story mapping, release planning.
• Planning for Beta and Launch.
• Developing marketing strategy, including proposed social media marketingcampaigns, product branding and positioning, style guide, consistent UI/UX look and feel, marketingmaterials, pricing models and options. Assess growth optionsandevaluate viability, budget, and sales forecasts withrespect to target markets and growth goals forcurrent and potential market segments.
• Collaborate on market and competitive analysis, feature analysis/design, idea generation, business case development and refinement, prioritization of future development opportunities related to existing business model.
• Select and manage vendor, including develop RFP (Request for Proposal), review responses, create and finalize Contracts, SOWs (Statements of Work) and Change Requests.

Technical Environment: Lean/Agile Scrum SDLC, MS Office, cloud based, device-agnostic responsive web site and application tool, Twitter, Linode.com, DreamHost, WordPress, Linux, PHP, MySQL database, Stripe (payment processing), Dropbox, Asana, Mantis Bug Tracker, ZOOM, SKYPE, UberConferenceSENIOR PROJECT MANAGER, Consultant

Confidential

Responsibilities:

• Work with enterprise-wide, geographically dispersed, cross-functional business and technical onshore and offshore teams, and with multiple vendors.
• Facilitate interactions between multiple business stakeholders and IT technical teams.
• Manage full SDLC through deployment and support following both Lean/Agile Scrum Sprint and Waterfall methodologies.
• For multiple concurrent Development, System and User Test Sprints, facilitate and participate in
• Sprint Planning,
• Backlog Refinement (Grooming),
• Multiple Daily Stand Ups, capturing and resolving impediments, and
• Various Scrum of Scrums.
• Identify and manage risks and issues, implement mitigation strategies, and measure progress.
• Prepare, review and present various project management reports, e.g., burn-down, burn-up charts.
• Track and report on schedule and budget. Follow established change management process. Work with Procurement to create and finalize SOWs (Statements of Work).
• Ensure timeliness and adequacy of communication and training.
• Work with internal IT teams and external service providers to manage use of environments, resolve complex technical issues, and coordinate integration of releases, infrastructure and network changes.
• Manage upgrade of Oracle BIP (Business Intelligence Publisher) from 10g (32 bit) to 11g (64 bit), including installation of many new virtual servers, clustered for development, test, training, pre-production and production. BIP produces an average of 22,000 customer-facing and internal reports per day from Siebel CRM.
• Work with an offshore development and system test team of about 20, and several onshore teams focused on marketing communication and training, as well as architecture and infrastructure teams required to implement new clustered virtual servers in each environment.
• Support global property management program changes that impact Confidential ’s CTAC (Centralized Travel Agency Commission) system, which processes approximately $500M in commissions per year; modifications include maintenance enhancements, but major focus is integration, conversion and regression testing, and production implementation.

Technical Environment: SDLC, Lean/Agile Scrum, MS Project, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, MS SharePoint, JIRA, HP’s PPM (Project Portfolio Management), Oracle BIP (Business Intelligence Publisher) 11g, WebLogic, Oracle/MICROS OPERA Property Management ( Confidential ’s GPMS), Confidential ’s CTAC (Centralized Travel Agency Commission system), MARSHA, FS-PMS (Full Service Property Management System), BTR, Linux, Rational ClearCase/ClearQuest …

PROGRAM MANAGER, Consultant

Confidential

Responsibilities:

• Responsible for enterprise level implementation and operation of Teradata Marketing Operations (aka Aprimo Marketing Studio) cloud based, externally hosted automated applications for workflow management, with DAM (Digital Asset Management) and DAL (Digital Asset Library) interfaces; these tools are used to manage planning and execution of multi-media informational outreach and campaigns at the national, state and local level that target current and prospective members. Goal is to create a seamless automated workflow for the entire organization, including a subsidiary. Each department’s implementation treated as a separate project, with a project manager assigned. Project managers addressed internal departmental issues associated with each project.
• Establish and maintain program roadmap and governance, including data governance.
• Set up CAB (Change Advisory Board) and facilitate CAB meetings.
• Monitor status of each project under program. Ensure project needs with program implications are addressed at the enterprise level. Develop program level metrics and reports. Prepare and deliver presentations and status briefings. Manage licensing.
• Prepare and update program policies and guidelines.
• Act as liaison and point of escalation, both internally and with external service providers.
• As program manager, participate in Sprint Planning and Backlog Refinement (Grooming) meetings for each project. Identify, track and resolve project risks, impediments, dependencies, and assumptions with program implications.
• Facilitate change management and issue resolution with all program stakeholders. Identify, report on, and facilitate resolution of, key decisions, risks and issues.
• Work with external service providers to manage use of environments, resolve complex technical issues, and coordinate integration of vendor maintenance releases, infrastructure and network changes. Facilitate resolution of production incidents, e.g., SAML SSO incompatibilities.
• Develop and implement effective Help Desk scripts and procedures. Manage transition of program’s change management tracking from Unisys’ BMC Remedy Action Request System to HCL’s Service Now (SNOW) System.

Technical Environment: SDLC, Lean/Agile Scrum, MS Project, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, MS SharePoint, PlanView, Teradata Marketing Operations (aka Aprimo Marketing Studio) B2B (Business to Business) and B2C (Business to Consumer) marketing workflow management applications, North Plains Telescope DAM (Digital Asset Management), Adobe Acrobat, Unisys’ BMC Remedy Action Request System, HCL’s Service Now (SNOW) System …

CHIEF OF STAFF/PROJECT MANAGER/THIRD PARTY VENDOR MANAGER, Consultant

Confidential

Responsibilities:

• Ensure collaboration among groups. Track multi-million dollar departmental budget. Prepare and consolidate briefings, such as executive dashboards and risk mitigation strategy updates.
• Manage enterprise-wide, geographically dispersed, cross-functional business and technical team to develop and deliver complete and accurate new financial reports to government monitoring agency (SEC) within required timeframe to comply with regulatory policy changes.
• Evaluate, document and track business processes and procedures to address regulatory compliance requirements and internal policies in preparation for internal and external audits.
• Develop and monitor project plans, and business process documentation. Document and troubleshoot issues and risks.
• Manage third party vendor relationships, including vendor selection RFP (Request for Proposal) process, information assurance risk assessments and remediation efforts, coordination of contract negotiation, and ongoing vendor monitoring.
• Support suspicious activity investigation related to residential real estate new loan originations.
• Introduce Lean/Agile tools, such as Kanban board, as appropriate to support business processes.

Technical Environment: SDLC, Lean/Agile, MS Project, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, MS SharePoint, proprietary applications, third party subscription services …

SENIOR PROJECT MANAGER, Consultant

Confidential

Responsibilities:

• Provide project and program management expertise to both business and PMO management, as needed.
• Coach 4-6 managers while supporting 2-3 directors under 1 VP. 30-60 projects and research efforts per manager at various stages in the pipeline at any time. Weekly status updates and schedule adjustments required for all.
• Coach managers and leads on standard SDLC for both Lean/Agile Scrum and standard Waterfall, since different teams involved in same release follow different methodologies, as appropriate, impacting individual releases, products and processes, and the program as a whole.
• Negotiate with PMO and PQO (Program Quality Office) to adapt Lean/Agile Scrum and standard Waterfall SDLC and deliverables to follow an iterative, collaborative modified Agile methodology.
• Work with executive team and client to package releases, to onboard new integration partners and servicers, implement new programs for distressed borrowers, and support outreach and onboarding for the same.
• Plan and track incremental, overlapping phases and releases. Prepare high level release plan. Work with approximately 30 other project managers to prepare and finalize detailed plan, set implementation date for each release, and ensure all activities necessary to support each release were completed.
• Prepare status updates and dashboards. Identify, track, and resolve key decisions, risks, issues and action items impacting individual releases, products and processes, and the program as a whole.
• Support processes for external communication to both integration partners and general public.
• Track document versions, obtain final approvals from key stakeholders, and store final records.
• Obtain, track and store performance metric information and evidence to confirm compliance with FAA.

Technical Environment: SDLC, iterative, modified Lean/Agile Scrum methodology, MS Project, MS SharePoint, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, Rational ClearCase/ClearQuest, DOORS (Dynamic Object-Oriented Requirements System), SAS, Business Objects, BOXI, WEBI …

SENIOR PROJECT MANAGER, Consultant

Confidential

Responsibilities:

• Work with enterprise-wide, geographically dispersed, cross-functional business and technical teams, and with multiple vendors, to develop and launch pilots.
• Facilitate project relationships between internal business stakeholders and technical teams (representing Marketing, IT, Engineering, Operations, Finance and Training), state partners, and vendors (mobile handset, digital data service and content providers).
• Manage full SDLC from requirements through deployment and support.
• Identify and manage risks and issues, implement mitigation strategies, and measure progress.
• Ensure timeliness and adequacy of communication and training.
• As part of management team, establish, implement and maintain program standards and processes for project management, requirements, QA and testing, and MS SharePoint project document repositories.
• Pilots represented iterative incremental proofs of concept for innovative business policy and process (reservations, sales, ticket collection, revenue recognition, etc.) changes, and technical solutions integrating customized COTS and proprietary applications. For instance,
• Use cloud based SOA (Service-Oriented Architecture) to exchange digital data over the web between a central and a distributed database,
• Use a cellular data connection to exchange digital data with a handheld mobile scanner, and
• Enhance website to allow passenger to purchase and print a ticket with a 2-d barcode with embedded ticket data.

Technical Environment: SDLC, iterative methodology, MS Project, MS SharePoint, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, Oracle, HTML, JAVA, XML, cloud based SOA, WebMethods, COBOL, IBM TPF and other Utilities, Motorola MC70 Handheld Mobile Computer (with touch screen and scanner) and performance tools, COTS packages, including Gateway Ticketing’s Galaxy Ticketing System....

PROGRAM MANAGER/SYSTEMS ANALYST, Consultant

Confidential

Responsibilities:

• Coordinated inter-divisional collaboration between Sr. Director of Systems Analysis and Sr. Vice President of Education and Training (E&T) Division to develop training program using novel Agile format and delivery methods.
• Surveyed stakeholders nationwide. Assessed scope and range of needs, topic priorities, size and diversity of student population, and viability of alternative delivery methods. Proposed and championed innovative eLearning solution using web based training to meet needs efficiently, within time and cost constraints, and promote a common understanding.
• Identified delivery mechanism, i.e., using WebEx interactive training center, with multiple single-topic modules, to maximize training availability and attendance, minimize cost, and meet target timeframes. Defined basic curriculum and identified modules (13 delivered, at least 3 additional under development, and more proposed). Module topics were organized into increments of two hours or less to maximize participation.
• Collaborated with instructional designer and SMEs (Subject Matter Experts) to develop training materials (instructor and participant guides, slides and assorted interactive exercises and polls). Drew from existing current documentation to create training materials that promoted common (vs. jurisdiction specific) terminology and concepts. Where documentation was outdated or incomplete, organized training materials as baseline for future documentation updates. To maintain accuracy and relevance, updated training materials prior to each session.
• In each physical location, identified training coordinators responsible for local technical logistics, registration and enrollment of participants, and facilitation of interactive activities during sessions.
• Developed manual registration, enrollment and attendance processes to capture information for future automated LMS (Learning Management System), and worked with E&T to identify LMS requirements.
• Estimated and tracked costs. Tracked progress and planned for future needs.
• Transitioned responsibility for continuation of training program to training specialists in order to increase availability for systems analysis efforts.
• Followed classic Yourdon methodology, to identify and document current automated and manual business processes and procedures, common processes with shared logic, and requirements to improve flexibility, update security, add functionality and make future updates more manageable.
• Worked with federal agencies to document changes in federal regulations and interpretations of existing regulations. Revised existing documentation to support resulting modifications to automated and manual business processes and procedures.

Technical Environment: MS Project, MS SharePoint, MS Word, MS Excel, MS PowerPoint, MS Visio, MS Outlook, COBOL, WebEx Training Center, Adobe Acrobat Reader, SDLC, Yourdon Structured Analysis, Pacbase, FMCSA’s CDLIS and NHTSA’s PDPS....