Client Success Manager/ Program Manager Resume
Portland, ME
SUMMARY
- Over 15 years of significant IT and Business Operations Project Management and Program Management experience leading the development of client/server applications, quality assurance, business process improvement and business program solutions.
- Strong utilization of Agile/Scrum, LEAN, RUP, Waterfall, and PMBoK Framework throughout the SDLC
- Significant experience working with IT teams to gather business requirements, create technical and functional specs, establish detailed project plans, develop budget guidelines, and establish timelines while managing the client and vendor expectations
- Complete project oversight for projects developed in Visual Basic, Java, JSP, J2EE and .NET on SQL Server and Oracle databases in UNIX, Linux, and Windows environments
TECHNICAL SKILLS
Program/Project Management: Project Plans, Status Reports, Requirements Gathering, Establishing Critical Paths, Resource Allocation and Planning
Business Process Redesign: Workflow Diagrams, Business Process Review, Synergy Evaluations, Business Analysis
Project Management Methodologies: Agile/Scrum, Waterfall, RUP, LEAN, and various hybrid methodologies
Executive Leadership Communication: Status Reports, PowerPoint Presentations, SharePoint Setup & Management, Leadership Meetings, Report Development including financial reporting
Software Technology: MS Project, MS Office, MS Access, MS Visio, SharePoint, Salesforce, Crystal Reports, NIKU/Clarity MS Office - MS Word, Excel, PowerPoint, Publisher, Access
Healthcare Software: QNXT, MZI/EZ-CAP, Facets, Various EMR applications, HealthEdge, McKesson, EPIC
PROFESSIONAL EXPERIENCE
Confidential, Portland, ME
Client Success Manager/ Program Manager
Responsibilities:
- Reviewed RFP’s to determine what components of the Citra product line match requirement and created responses to RFP’s while working with the Sales Team
- Worked with the Sales team to write responses to critical RFP’s ensuring features and functionality of the EZ-CAP product matched with RFP requirements
- Provided demos and responded to client’s questions during the sales cycle
- Managed the discovery and implementation of Citra’s largest and most complex client to date during a 2-year process that included discovery, requirements documentation, development, testing, training, and implementation
- Created a project portal using SharePoint to track key deliverables, document management, and a single source for communications
- Created and presented daily, weekly, and monthly executive leadership status reports to ensure leadership was informed on the progress of the project
- Provided guidance to the LA County project team consisting of over 60 county employees while managing a team of 16 Citra employees
- Re-designed the County’s provider database to create a single source for Provider Data as part of the implementation
Confidential, Harford, CT
Business Project/ Program Manager
Responsibilities:
- Created the Business Requirements for the market level EPDB Reconciliation Reports and worked with the Reporting Data Analysis team to create, modify, test, and roll-out the reports to the 17 markets
- Created a collaborative SharePoint RAID log tool used to track our Risks, Assumptions, Issues, and Dependencies
- Responsible for the oversight of the Reporting Team’s creation of numerous reports supporting the 17 markets. This included pulling data from various sources to ensure each market had reasonable data for decision making
- Managed the overall market tasks for the LA, GA, FL, and Carolina markets including the creation of Project Plans, weekly check in calls, meeting minutes, action item follow-up, weekly status reports, monthly status reports for Executive Leadership, and escalation of issues and risks to the Executive Leadership team
- Worked with the Program Manager to developed the Project Business Requirements Documents and the Business Project Guide Book for the 17 markets
- Developed implementation strategies for the overall project as well as detailed modifications for each market to meet the individual requirements identified for each market.
- Worked with each market to develop a data clean-up strategy for both the Provider Demographic data and the Provider Contract/Fee Schedule data
- Collaborated with PDS to develop a strategy for Fee Schedule migration and SCM configuration using the Rate Wizard and Carve Out tab for fee schedule rate deviations. This process included the use of the ATERI tool, Monarch fee schedule migration tool, ARS process, and fee schedule conversion process
Business Project/ Program Manager
ConfidentialResponsibilities:
- Managed the Provider requirements discovery sessions working with Accenture to create Process Flow Diagrams, document existing business processes and supporting documentation, identify current systems and the downstream impacts, and discuss future system requirements and their downstream impacts for each of the seven work streams
- Collaborated with Accenture to create the NextGen Business Process Redesign documentation pulling together the seven provider work streams. This documented the current processes and identified the potential future design that lead to the Epic/Feature List
- Identified the Provider work stream Milestones, Epic/Feature Lists, Use Cases and created the dependency list and critical path for the NextGen project. These deliverables were entered into the project Train 2 SharePoint site
- Worked with the seven Provider work streams and the SME’s to prioritize the Epic/Feature list and create an inventory of the detailed Stories/Use Cases for each Epic
- Managed the Provider work stream SharePoint site updates, document upload process, and EPIC management tool developed within the SharePoint site
- Provided weekly Project Status updates to the Executive Leadership team
Confidential
Program Manager
Responsibilities:
- Established the Project Management structure, documentation, oversight, and collaborative approach for CareMore’s new line of business
- Created the collaborative SharePoint site including the interactive RAID log, Issues log, Document Repository, and structure for the 9 business units
- Created the rolled-up Project Plan for all nine of the business units as well as the detailed project plans for the Finance, Compliance, Reporting, and Provider Network business units
- Identified and documented the high level business requirements mapped against the various client contracts
- Lead the requirements gathering and documented the business requirements for the Finance, Reporting, Compliance, EMR Clinical Pathways, and Provider Network business units
- Worked closely with IT to establish the Technical requirements for the Finance and Reporting business units while establishing an Enterprise Data Warehouse and a Shared Data Layer for the business reporting and analytic needs
- Created weekly Status Reports for the Executive Team highlighting the accomplishments, future tasks, risks and escalated issues
Confidential, Long Beach, CA
Business Implementation Program Director
Responsibilities:
- Managed all aspects of FL State Medicaid Expansion Implementation project throughout the development project lifecycle including project scope, scheduling, resources assignment, quality assurance, cost and change management
- Reviewed the FL State contract and developed requirements documents, compliance issues and project timelines based upon contract requirements and obligations with AHCA
- Utilized SharePoint to create an Integrated Project Plan in collaboration with various departmental project plans
- Updated the corporate QNXT system to ensure Providers were tied to the contract in accordance to the FL Medicaid Expansion contract
- Utilized MS Project and SharePoint to establish a central document archive and communication tool for all team members and project shareholders
- Established a SharePoint risk and issues log identifying critical risks and key issues as well as the associated contingency plans and assignments
- Interfaced with Claims, Provider Network, Clinical Operations, Pharmacy, IT, Corporate Operations, and Healthcare Services ensuring engagement in accordance to the FL Medicaid Expansion contract and the project requirements while engaging internal subject matter experts, external corporate departments, and Health Plans to develop operational and systematic solutions meeting the state contractual requirements
- Defined and guided the definition of solutions to meet the business needs within constraints of time, resources and cost
Confidential, Scottsdale, AZ
Prod & Serv. Development Program Manager
Responsibilities:
- Managed the development of the Transition of Care EMR (TOC) technical solution designed to better position Matrix for the implementation of the Affordable Care Act
- Created a clinical TOC and Health Risk Assessment (HRA) tool utilizing Android Tablets, Adobe Lifecycle, FileBound, and JetTrac BYOD middleware for data initiation and backend repository
- Created the Business Requirements Documents and the Technical Specifications Documents highlighting the business needs matched up with the technical capabilities
- Managed the development process and created a proof of concept within the $200,000 budget
- Worked with the Executive Team to establish the development priorities for the roll out of the proof of concept and the beta release
- Met daily with the Business Units to establish both the operational and technical business processes associated with the new TOC product line and document the solutions
- Managed the project budget, created the project plan, and provided weekly status reports for the Executive Team and all Business Stakeholders
- Worked with the VP of IT to establish the Network and hardware requirements for the application as well as establishing the testing and development environment
- Manage all SDLC phases associated with the Requirements Gathering, Development, Testing and Implementation of the TOC project
- Managed the tight timelines associated with the project
Confidential
Project Manager - IT/PMO
Responsibilities:
- Worked with various business units to gather and document the business requirements associated with each IT project
- Worked with stakeholders communicating details related to tasks, timelines, issues, and risks associated with IT projects
- Managed the development of various software application including MZI/EZ-CAP, SharePoint, SalesForce.com, McKesson, and Dynamic Healthcare Systems
- Managed medium to large scale projects in a matrix environment comprised of 6-35 team members based upon the project complexity
- Worked with release management to coordinate the production release schedule for all project
- Documented various Policies and Procedures surrounding IT and Development related tasks
- Managed all SDLC phases associated with the Requirements Gathering, Development, Testing and Implementation of projects
- Created various project artifact templates used by PMO, IT, and Development teams
- Provided a weekly status report to the Executive Management team on the health of all projects managed by PMO
Confidential
Sr. Business Consultant - Sr. Project Manager
Responsibilities:
- Developed strong business relationships with leading Medicare providers to ensure all of their business needs were met our customized Plan Compare tool and Online Enrollment tool would meet all CMS marketing guidelines for 2010
- Managed the development of a web based Plan Compare application and a Medicare Online Enrollment tool for various Medicare Providers for MAPD, MA, PD, and Med Sup plans.
- Worked with carriers to acquire their Provider Contract files associated with the contract plans. These files were used in the customization of our Plan Compare tool
- Established strategic business plans identifying the critical projects based upon client needs, corporate strategies, and changes anticipated within CMS and Medicare.gov
- Created Project Plans based upon the strategic goals for each client while working with the development team to ensure resources were available and timelines would be met
- Managed weekly client meetings to prioritize issues and future development needs. These meetings also reassessed the short term priorities as well as legal issues as they related to Medicare regulations
- Worked closely with the Release team and the QA team to ensure the development and testing was meeting the client and corporate priorities
- Gathered and documented business requirements, change requests, work items, and quality assurance documents for multiple clients and projects
Confidential
Kaiser Permanente
Responsibilities:
- Established unified reporting program for all regions reporting up to the National Office
- Reviewed test cases and associated defects to determine priorities and overall scope changes
- Worked with various groups throughout Kaiser to ensure completion of all test cases and proper close out of testing before code was dropped into production
- Worked directly with the Program Director to create weekly status reports for the executive team ensuring all regions identified their issues, risks, and resources required to accomplish all the program goals
- Analyzed daily reports to identify potential issues and risks associated with testing and the execution of overall testing plan
- Managed the overall testing plan through Quality Control software, Niku/Clarity, and MS Project while creating metrics and reports for each regions testing program
Confidential
Sr. Consultant - IT Program Manager
Responsibilities:
- Re-defined the business processes to ensure a viable business model for a startup company developing community based web-sites/software applications. The new business model was approved by the shareholders and is responsible for the continued success of Vootage.com
- Managed a development team in India using Ruby on Rails development tools for a fast paced startup video streaming community based application/web-site
- Worked directly with and reported to the CTO developing a modular based software application using Enterprise Architecture software for modeling and Ruby on Rails for the development tools
- Established the timelines and priorities for the project development, while focusing the development team on essential development tasks necessary to meet timelines for product releases
- Documented Use Cases, business rules, UI’s, and business process flows for the project while working directly with the CTO to ensure the application was meeting the business needs of Vootage.com
- Tested all new releases on the Beta site before releasing to the “live” site
Confidential
Sr. Consultant - IT Program Manager
Responsibilities:
- Developed project plans for the development of an award winning 1.5 billion dollar In-flight Entertainment System for the Boeing 777 and Airbus A380 planes.
- Wrote and established the Requirements documents for the Interactive In-Flight Entertainment System
- Matched iteration requirements to create multiple UAT plans executed on a monthly release cycle. As requirements changed the documentation of those requirements would then flow through to the UAT plans
- Managed the development of the In-flight Entertainment System in a matrix environment establishing the priorities for the program while working with the executive management for resource planning
- Interfaced with hardware group to ensure the In-Flight Entertainment System was developed within the guidelines and limitation associated with the hardware installed on the planes
- Migrated existing UNIX application to the current environment on the new Boeing 777 plan.
- Held weekly status meetings with Confidential Avionics executive management identifying the potential risks and contingency plans for the project
- Managed a third party software development team of 12 developers in India, working with the onsite team lead to ensure all deadlines were met and on time.
Confidential
Sr. Consultant - IT Project Manager
Responsibilities:
- Developed detailed project plans for a CMM Level III health care corporation in the areas of Software Development, Implementation, and Maintenance
- Managed developers, technical leads, analysts, and subject matter experts during the entire Software Development Life Cycle
- Produced estimates and Statements of Work for each project while documenting deliverables and expectations of project timelines
- Utilized Niku/Clarity for MS Project interface and all project financials ensuring all projects were on time and on budget
- Documented the development and implementation process using Keane Project Management Methodology ensuring all implementations meet the Sarbanes-Oxley (SOX) audit requirements
- Worked with stakeholders to develop a UAT plan matching the existing requirements with a testing methodology
- Established best practices within the Project Management Office
- Responsible for maintaining the budget and deliverables associated with each project including weekly reports utilizing the Niku/Clarity application detailing the status of each project and ensuring all timelines are met according to the Statement of Work
