OVERVIEW:

• Accomplished senior business, technology and management consultant with over 19 years of experience facilitating successful development and deployment of strategic and tactical plans 'for' and 'on - behalf' of commercial, businesses, government and technology solution firms. I specialize in managing large complex system development projects in excess of 15 million dollars and possess substantial experience in Legal, Government, Healthcare, Insurance, Mortgage, Banking, Financial Services and Judicial industry business processes.
• Senior Project and Program Management Consultant with Global, Multi - Industry, and PMO operational experience; managing hi-risk, hi-profile, critical initiatives; within highly fragmented and fast-paced (chaotic) environments.
• Well versed in the management of multiple on-going projects, resources (1 - 20M Portfolio) and client-facing activities with Senior Management - to include, vendors, 3 rd party, and offshore team activities.
• Experienced in the creation and management of project document (artifacts) pertinent to the governance of all project phases and cycles; (e.g. Project Charter, Business Case, Feasibility Study, Project Plan, Communication Plan, Acceptance Plan, Financial Plan, Resource Plan, etc. ). Experienced i n 4-areas of SDLC methodologies (Agile, RUP, RAD, and Waterfall) - and various Project, Program and Portfolio tools/applications ( MS Project / Server, Clarity, Method 1, SDP 21). Veteran of multiple end-to-end and specialized project initiatives - including project resolution and triage engagements; strategic planning and tactical execution; project assessment, merger and acquisitions, transition, system integration, reengineering, vendor bid process management, documentation, business transformation, compliance and certification.
• Highly skilled and experienced in business process and relationship management activities - to include: facilitation of multi-departmental and one-on-one activities; project resolution management initiatives, JAD sessions, strategic and financial planning; contract/SLA negotiations, arbitration, process reengineering and risk management.

SKILLS:

System Application Experience: Well versed and experienced in the drafting and leading strategic and tactical plans - for the building, purchasing, visioning, integration, deployment, customization, reengineering, uprooting, procurement, replacement and testing of both home-grown and Custom-Off-The-Shelve Systems (COTS).

Project Management & Collaboration Systems : SharePoint, MS Project Server, Lotus Notes

Other Systems: Banking / Financial, SAP, PeopleSoft

Document & Content Management: FileNet, IBM, OpenText, Documentum, Kofax, Captiva, Ascent Capture, SharePoint, RightFax, Lotus Notes. Imaging, Document Capture, Meta data tagging, Indexing, Versioning, Checkin/Checkout, Security Access Layering and Grouping, OCR/ICR. Manual and Automated Workflow, Business Process Redesign, Archiving, Records Management.

Project, Program & Portfolio Management Tools (PPM): Clarity, MSP, SDP21, Various Client Proprietary Tools

Quality Assurance Testing: HP Quality Center (Win & Load Runner) Static testing, Dynamic testing, Automated testing, Software verification and validation, Software Quality Assurance (SQA), Black box testing, System Testing, Alpha testing, Beta testing, Non Functional Software Testing, Software performance testing and load testing, Stability testing, Usability testing, Security testing, Destructive testing, Automated testing, Measuring software. 

Technology Knowledge / Engagements: Database Conversion & Migration, Data Warehouse, Data Analysis, Business Transformation, Release Management, System/Software Development, Modification, Customization, Integration/Deployment, Front/Middle/Back Office Operations, Change Management, Business Process Documentation, Modeling & Re/Engineering, Full Lifecycle Application Development, Data Storage and Management, Project Outsourcing (On & Offshore), Business Continuity & Resource Planning (Disaster Recovery), Managed Network & Technology Services, Web Technologies; Procurement Operations and Management Services, System Integration, .NET, Visual Basic, PowerBuilder, API, MS Project Server, Crystal Reports, Enterprise Collaboration, Risk Management, Security Compliance, Information Assurance (e.g. Sarbanes Oxley), Information Security.

EXPERIENCE:

Confidential, Stamford, CT

Program Manager

Responsibilities:

As program manager I am responsible for approximately 26 IT development projects ranging in size from small to very large. The Confidential - AIS division is part of the Global Asset Management group and focuses on multi-manager hedge funds with offices located in New York, Stamford, London, Hong Kong and Tokyo. My initial focus was to set up a PMO to improve and standardize IT process and procedures. I was responsible for developing a better mechanism for reporting project progress to upper management and to prioritize projects using limited IT development resources. The IT projects centered on investment related functions such as Operational Due Diligence, Investment Rights and Client Advocacy, and Client Interfacing.

Confidential, Chicago, IL

Senior Project Manager

This engagement consists of a series of 6 small and medium sized projects involving decommissioning the use of Lotus Notes across the Grainger enterprise. Similar or improved functionality to Lotus Notes must be provided in other applications such as SharePoint or document management systems. Several of the new applications must interface with DMS in Grainger’s SAP system. One of the new applications involve a web interface to sign up local and state government agencies into co-operatives enabling preferred pricing. The application allows local and state agencies (48,000 in total) to be grouped to ensure appropriate signing authority has been captured and retained for compliance purposes.

Confidential, Chicago, IL

Senior Project Manager

As Senior Project Manager I was responsible for the full development life cycle, including requirements gathering, design, development, testing and roll-out of a new Open Text document management system. This system includes imaging, review and approval workflows, document management including metadata, records management, email management and reporting. This system serves 1,300+ users geographically dispersed across 10 states.

Confidential, Charlotte, NC

Senior Project Manager

As Senior Project Manager I was responsible for providing a content management system that housed all summary prospectus’s for over 200 mutual funds. The content management system allowed easy authoring updates to ensure compliance with federal regulations. Enhancements to the system included various reports, as well as easy-to-use workflows. Summary prospectus information was made available to customers through a web portal and allowed customers to track their mutual funds’ performance

Confidential, Detroit, MI

Senior Project Manager

As Senior Project Manager I was responsible for business process mapping for all Confidential business units including international. The main goal of the project was to close gaps for GMAC as they transitioned to a bank holding company. The project also included analysis and selection of an enterprise content management system to house all policy and process maps. As part of the project we worked closely with Federal Regulators to ensure compliance with bank holding guidelines. Used Clarity and SDP-21 Project Management Methodology. This project has a $2 million budget.

Confidential, Buffalo, NY

Senior Project Manager

I worked with M & T Bank in the capacity of Senior Project Manager/Business Analyst/Consultant. In this role I was responsible for functional specifications, test script creation and the initial testing of the imaging and workflow system used for eCommerce. I worked with the business users to help them develop business requirements for departmental imaging and workflow needs. In addition, I contributed strategic input for enterprise direction of imaging and workflow projects. Coordinated off-shore resources during the development and testing cycles using CMMI level 5 processes. This company utilizes COTS FileNet P8 for storage, retrieval and approval workflow, as well as Kofax Ascent Capture 7.5 software for capture of scanned documents, fax and email and dashboard reporting. This project involved gathering key data elements and used data mining to produce on-the-fly reports for key management and operations groups. This engagement involved multiple projects ranging from $100,000 to $4 million

Confidential, Cincinnati, OH

Senior Project Manager

I worked as a Senior Project Manager and Consultant to Confidential to develop and establish best practices for their imaging and workflow program. Developed streamlined project management procedures specific to imaging and workflow to improve project cycle delivery times. Deliverables for this project included an operations assessment, a technical assessment, as well as specific templates and methodologies using FileNet and Kofax software. In addition, we developed an improved delivery model using offshore resources from India including a recognized CMMI level 5 delivery methodology. I helped establish on-boarding procedures and expectations of the offshore resources working onsite for three months at a time. Developed Business Process Model of Operations Departments to better understand how imaging and workflow technologies could benefit the organization.

Confidential, Novato, CA

Senior Project Manager

I served as Senior Project Manager for a new installation of Kofax Indicius. The forms recognition component was used to classify, separate and index mortgage documents. This project required coordination with the infrastructure group as well as several business units. This project also developed several methods by which documents could be accepted by the mortgage company. Programming included the ability to receive documents by fax, electronic web upload, scanning, email and direct transfer from the Empower mainframe system. Documents that were received fed into a customized workflow system. Programming for this project used Java, .NET, Oracle and SQL. This project had a budget of $5 million

Confidential, Richmond, VA

Program Manager

I served as Program Manager for a large installation of commercial off-the-shelf workflow software. This project required integration with COTS FileNet, Kofax Ascent Capture and several Oracle and SQL databases. I managed several teams during the SDLC including Requirements Gathering, Design, Development, Testing and Roll Out phases of the project. I was responsible for the implementation of SEI processes and procedures to ensure efficient delivery of all projects. This project had a budget of 6 million dollars and will result in a total reduction of over $20 million of reduced overhead expense during the next 5 years. During this project the utilization of Sarbanes Oxley (SOX) was introduced and became mandatory in all PMO based projects. Programming for this project included VB, Java, Oracle and SQL. This engagement involved an initial investment of $6 million but also involved several additional projects over a 2 year period that totaled $15 million.

Confidential, Rancho Cordova, CA

Senior Project Manager

I served as Senior Project Manager to design and implement custom software to improve the underwriting process at PMI. Installed FileNet, PLX (workflow software), and Kofax Ascent Capture software. This project allowed for a 50 percent improvement in underwriting efficiencies and the client was able to reduce contract underwriting by 50 percent. This system was distributed across the US and allowed distributed scanning and centralized indexing of documents. This project had a budget of $1.5 million.

Confidential, Nashville, TN

Senior Project Manager

I served in the capacity of Senior Project Manager for the Imaging component of this engagement. This system provided electronic document access to all Department of Safety users throughout the entire state of Tennessee. The imaging system is directly integrated into the existing Department of Safety mainframe system, allowing users a common interface to retrieve and view images. Phases of this project included the gathering of requirements through the completion of the application including support. The primary software used this engagement included FileNet (Image Services and Capture Professional) using an Oracle database and uses customized VB screens and used CMMI level 5 processes throughout this project. Project dashboard reports tracked progress throughout the project allowing State of Tennessee stakeholders to quickly view project progress, action items, and next steps. The project budget for this engagement was $3.5 million - the project was completed successfully on time and within budget.

Confidential, Augusta, ME

Project Manager

I served in the capacity of Project Manager for this engagement. This system provides electronic document access to 132 users for a State Retirement System. A signific a nt back file conversion was completed transforming microfiche to the Imaging system to allow access to archived documents. Phases of this project included the gathering of requirements through the completion of the application including support. The primary software used this engagement included COTS FileNet (Image Services and Capture Professional) using an Oracle database. This project had a budget of $2.6 million - the project was completed successfully on time and with budget.

Confidential, Chicago, IL

Project Manager

As Project Manager I was responsible for the creation of a system that would allow the centrally located Customer Service branch of the bank to streamline workflow operations for processing customer requests. A Capture system was also designed and implemented to allow capture of paper documents received by the Customer Service department. This system allows scanning of documents in multiple locations with all documents routing to the Central Office for processing located in Wisconsin. All documents are stored in California and available for use by all properly authorized divisions of the company. This application utilizes FileNet’s Capture and eProcess products, as well as Crystal Reports. The system was initially designed for 250 users and will eventually roll out to more than 1,000 users throughout the US. The initial project budget was $1.2 million with additional enterprise-wide licenses purchased for $12 million.

Confidential, Seattle, WA

Project Manager

As Project Manager I worked to design and develop an electronic filing system to allow legal firms, and eventually the public, to file law suits electronically to the superior court system. The existing system allowed only manual paper filing at the courthouse site. The designed website included a variety of functionality, including compatibility with Netscape, Internet Explorer and ADA compliant Lynx browsers. Other features included conversion utilities to PDF format, Microsoft load balancing, clustered database protection, encryption for sealed court filings, and use of legal XML court filing standard 1.1. The pilot system was developed using FileNet software and initially served 200-300 users and will eventually roll out to become available for public use by more than 1.5 million people. The total cost of the project was $3.6 million.

Confidential, Cleveland, OH

Senior Manager

I served as the Senior Manager responsible for assessing the viability of a document management system. This assessment included gathering requirements and interviewing users in three separate locations around the United States. Assessment goals were to select the appropriate document management vendor, determine total project cost, and to develop a thorough business case to confirm project viability. FileNet software was chosen by the client to be implemented in a multi-phased project spanning 12 months for the banking and mortgage portions of the company.

Confidential, New York, NY

Senior Project Manager

As the Senior Project Manager, I worked to develop requirements and design a document management system to replace the Client’s Central File Room. The designed system provided a powerful infrastructure to allow future expansion, and used Documentum content management capabilities that involved integration with six existing

systems. Elements of Imaging, Content Management, Workflow and COLD were all used to maximize the system’s efficiency to provide thin client access to more than 1,000 users.

Confidential, Olympia, WA

Senior Project Manager

In the capacity of Senior Project Manager I was integral in installing an online reference system that combined FileNet content management capabilities and Enigma’s Insight publication software. The system eliminated the need for reference manuals used by more than 1,200State of Washington employees by storing manuals centrally on the FileNet system, allowing employee access through the Client’s intranet portal. Users can “personalize” their version of the manuals with their own highlights, sticky notes and bookmarks. Security in the application allows for public and private mark-ups. This engagement was a compilation of several small projects totaling $2.6 million and was completed ahead of schedule and below budget.

Confidential, Chicago, IL

Senior Project Manager

For this client, I acted as both the Senior Project Manager and the Technical Project Manager for this healthcare project involving 20 - 40 resources. Healthcare forms utilized Input Accel software for the capture piece and COTS FileNet software for the workflow, storage, and retrieval portion; initially involved 1,100 users in Nebraska and Illinois. This system served as a template for eventual rollout across the enterprise. For the client, I created Business Requirements, and was integral in developing Business Requirements Analysis, Design, Development, Testing and Rollout. The team used Method 1 project management methodology throughout the initiative. The project spanned a two-and-a-half-year period and had a $12.8 million dollar budget.

Confidential, Mountain View, CA

Project Manager

As Project Manager I was responsible for the product selection, scope, design, testing, and implementation phases of a project combining e-commerce with document management and workflow. Additionally, I was involved in the final selection of Documentum to provide versioning and workflow. Documentum was used to store more than 1,000 web pages served to users by Dynamo’s profiling software. Workflow was used during the web page editorial process and submission to the repository via the intranet for Ecommerce use in selling low cost personal computers. The website received more than one million hits per day. This project had a budget of $4 million.

Confidential, Hackettstown, NJ

Project Manager

As Project Manager for this client, I was responsible for product selection of a workflow product used by the Deduction Management Department, eventually rolling out to more than 28,000 employees. I worked closely with the client to develop a Vendor Request for Information document; was responsible for client and status meetings; taught basic imaging and workflow fundamentals to client staff; and worked with the client to select 10 vendors to receive the completed RFI. Additionally, I provided the Client with the final solution recommendation and documentations. The FileNet suite of products was chosen as best suited to fulfill this client’s objectives.

Confidential, New York, NY

Senior Consultant

As Senior Consultant, I was responsible for product selection for a collaborative workflow product to serve 32,000 employees in 140 countries. I reviewed existing in-house imaging and workflow application developed using Image Basic and Visual Basic. Additionally, I created a Request for Proposal that was sent out to 12 vendors and provided the final solution recommendation to roll out worldwide.

Confidential, Mountain View, CA

Senior Consultant

As Senior Consultant, I conducted document management and workflow requirements analysis. I selected 28 document management vendors to be considered for the client’s final solution, and managed the Client and status meetings, acting as the liaison between vendors and the Client. Additionally, I developed real life scenarios to allow vendors to demonstrate their software. I efficiently worked with the Client to reach final vendor recommendations and delivered final documentation

Confidential, Mexico City, Mexico

Senior Consultant

In the capacity of Senior Consultant I provided workflow domain expertise for the scope and design phases of this project. I was also involved in selecting a workflow package to help the Marketing Department track marketing expenses across several countries and multiple mainframe systems. Additionally, I managed client meetings, status updates, and documentation; participated in the workflow design; and provided Client recommendations.

Confidential

Project Manager

As Project Manager I was responsible for facilitating sessions with the Client’s staff to determine requirements for workflow functionality. I conducted detailed a comparison and demonstration of vendors’ software; was instrumental in the Company winning a $5 million services contract; and designed the workflow system. The FileNet suite of products was chosen as the eventual winner of this product selection.

Confidential, Schaumburg, IL

Project Manager

As Project Manager I defined business systems, requirements, procedures and practices; performed advanced planning necessary to define business system project objectives and prepare project plan; coordinated Client staff to assure resources were available; managed project objectives; and evaluated the team’s performance, reporting his observations to management. The FileNet suite of products was used at this company. The primary focus involved processing healthcare forms for the Alexander Hamilton division of the company.

Confidential, Elmhurst, IL

Project Manager

As Project Manager I provided consultation and assistance to business unit departments during the preparation of system project plans. In this role, I provided technical leadership and consultation to business system project team members; was integral in assisting transfers from microfilm to electronic imaging; developed system database management and quality control standards; and saved the Company $5 million annually by improving efficiency through the use of imaging workflow. The FileNet suite of products was used at this company.