PROFESSIONAL ASSETS

19 years records and information management experience for Public / Fortune 10, 500, 1000 / Government / Private / Start-ups.

• Expert in content, records and information management practices and concepts and lifecycle management—hardcopy and electronic.
• Expert in the methods and tools used for identifying and structuring corporate information—hardcopy and electronic.
• File inventories, data mapping, corporate taxonomies and classifications schemes, file plans, metadata models, and retention schedules.(SharePoint 2010 Managed Metadata Services Application)
• Expert in inactive records management and document storage systems.
• Records inventorying, cataloging and indexing, storage and retrieval systems, document destruction, authorization and approval, staff and resource requirements, facilities and space requirements, cost and budget requirements.
• Expert in records management program development - planning to implementation, roles and governance, costs and budgeting, maintenance and change control.
• Email management strategic planning and tactical implementation.
• AIIM Certified Email Management Specialist.
• Email Technology, Email File Plans, Email Archiving.
• Extensive program governance experience; framework, policy & procedure, training, program quality assurance, compliance adherence, audits and assessments, change management and corrective action planning.
• Enterprise-wide content management and electronic document management strategic planning and tactical implementation.
• Systems and application analysis, development and implementation.
• MS SharePoint (2003 – 2010),Documentum, Open Text LiveLink, FileNet, Oracle, Stellent UCM,
• Software/application development lifecycle; planning to implementation; Waterfall, Agile, Scrum, Custom.
• Participated in and lead the development of records management and enterprise-wide content management programs.Used as criteria and applied DoD 5015 as application standards
• Extensive systems administration and maintenance experience with records management applications.
• Managed the ongoing development, budget, administration, table maintenance, security and user permissions of records management tracking databases and content management systems.

Sample Accomplishments:

• As the proprietor of a start-up document storagecompany, managed more than 125,000 cubic feet of business records, for nearly 150 clients, stored in 60,000 square feet of facilities.
• As an employee, implemented a global records management program for a Top 2 pharmaceutical company and lead the implementation of a global record tracking database, and an enterprise content and document management system using DoD 5015 as functional and technical criteria.
• Oversaw systems/applications management, database administration & maintenance and the ongoing development of several applications. IT budgets in excess of $1mm.
• As a consultant, engaged a large city government to assess and reconfigure a records management program and electronic document management application. The work improved the manageability and findability of more than 1mm public records.
• As a consultant, engaged a Fortune 100 Oil and Gas Exploration and Production Company to manage a project with budget in excess of $600K. Performed a records inventory and file relocationof more than 15,000 cubic feet of active/inactive business records from New Orleans to Houston. Conducted a file disposition analysis that successfully reduced the records inventory by more than 50% before the relocation. Led the design and build-out of 4 file rooms and the implementation of a records tracking database.Assessed client readiness for global ECM implementation.
• As an employee, consultant, and business owner, assisted with vendor solicitations, RFP development, and procurement for multiple vendor services including off-site storage, document destruction, technology, and contracted services and personnel.

CERTIFICATIONS
AIIM Email Management Specialist

TECHNICAL EXPERIENCE

MS Office Suite, Adobe, Oracle UCM, Stellent,Documentum, Peachtree, O’neil, OmniRim, IBM FileNet, FileSurf, OpentextLiveLink, Accutrac, SQL, Crystal Reports, MS SharePoint2003, 2007, 2010

PROFESSIONAL EXPERIENCE

Confidential, Baton Rouge, LA March 2011 – Present
Contract Consultant:Records, Information and Content Management

• Project: Global Records Management Foundation Repositioning, Project Manager, Fortune 10 Oil and Gas Exploration and Production Company
• Project: Federal Government Contract – SharePoint 2010: Information Architect, RM Business Analyst

Confidential, Houston, TX – Baton Rouge, LA Jul 2010 – March 2011
Manager, Strategic Technology Solutions:Information and Content Management

• Project: Global Microsoft SharePoint 2010 Implementation and Deployment
• Role:Information Architect and Enterprise Content Management Specialist

Confidential, Baton Rouge, LA Mar 2009 –Jun 2010
Contract Consultant:Records, Information and Content Management

• Performed in the role of project manager, business and systems analyst, and subject matter expert on several enterprise content and records and information management projects.
• Responsible for engaging clients to perform assessments, analyze data and business requirements, and then design, build, and implement both technical and process based solutions.
• Client: Global medical device manufacturer. Responsibilities included the design and development of a physical records inventory and data mapping protocol with supporting policy and procurers for the effective roll-out of the company’s newly published records retention schedule and policy.

Confidential, Houston, TX Dec 2006 – Mar 2009
Managing Consultant: Enterprise Content and Records & Information Management

• Reported to Vice President of Client Services. As Managing Consultant, responsible for coordinating, motivating and leading team members to engage client stakeholders, gather data, determine client business needs and requirements, and offer solutions.
• Core services offered were enterprise content management, email management and eDiscovery, and records and information management.
• Assisted clients in the design and implementation of process and technical based solutions for enterprise-wide content and records and information management related initiatives. Projects included;
• A records and information data mapping and records inventory project for a Fortune 500 Oil and Gas Exploration and Production Company.
• Performed an assessment and developed the scope and requirements to implement a regional electronic document management program with scanning operation for a state-wide technical and community college school system with nine locations.
• Participated in the configuration and implementation of an OpenText LiveLink physical objects and electronic document management pilot program for a Fortune 1000 utilities company by analyzing legacy systems information structures and developing departmental data maps and file plans

Confidential, New Hope, NJ Jun 2006 – Dec 2006
Managing Consultant: Records & Information Management

• Projects: As a senior consultant, performed records and information management related tasks under extreme pressure and tight deadlines in a fast-past work environment. Clients consisted of one of the worlds largest private investment banks and a major university located on the west coast. Played a key role in several engagements in multiple locations including, Paris, Frankfurt, California and New York.

Confidential.,MorrisPlains, NJ Mar 2005 – Jun 2006
Sr. Archives and Records Management Specialist

• Reported to divisional director and was responsible for approximately 30 Records Coordinators located throughout the US, Canada, Europe, Australia, and South Africa.
• Primary responsibility was ensuring the successful implementation and ongoing maintenance of the organization’s global records and information management program at both the corporate and divisional levels. Included an on-site library and document center, off-site storage vendors, and the on-going development, maintenance and budgeting for a global records tracking database and anenterprise content and technical document management application with document workflow and global scanning capabilities.
• Required to work seamlessly with IT, stakeholders, business unit managers and end-users to continually assess business needs and program effectiveness to identify areas for improvement and to make required changes.

Confidential,Princeton Junction, NJ Nov 2004 – Feb 2005
Consultant: Records Management
Client: Confidential

• Project: Corporate wide records management assessments and policy and procedure audits for 21 divisions and 2500 employees (auditing a randomly selected 10% or 250 associates).
• Worked with Internal Quality Assurance and Corporate Configuration Management to develop a comprehensive and objective ISO 15489 assessment and internal audit plan.
• Determined baseline and identified standards and internal policy and procedure from which to measure program. Engaged stakeholders, managers and end users to conduct interviews, gather data and observe current practices. Then analyzed data to identify program strengths, weaknesses, opportunities and threats. Compiled a comprehensive final assessment and audit report.
• Developed recommendations, offered solutions and issued corrective action plans. Held executive level discussion to present findings and offered solutions.

Confidential, Baton Rouge, LA Apr 1998 – Oct 2004
Principal/Owner: Records Manager

• In 7 years became the region’s largest independently owned Document Storage company
• Motivated team members to carry out the day-to-day operations of running a large, regional document storage company.
• Performed in the role of principal consultant advising clients on the best practices and standards for document storage and archiving, active/inactive records management systems, active/inactive filing systems, document retrieval, issuance and release of information, disposition and destruction, emergency preparedness and disaster recovery.
• Successfully initiated, negotiated, and navigated the sale of company to the worlds largest, global and publically traded document storage and records and information management company

Confidential,Watertown, CT Mar 1991 – Jul 1993
Account Manager / Customer Service Specialist

• On a daily basis assisted a widely diverse customer base in document storage and records and information management related services.
• Responsibilities included: customer interfacing, project management, storage and retrieval systems, document lifecycle management, database development, maintenance and administration.

Training / Applicable Knowledge

HIPAA Privacy Essentials; Privacy Basics – The Series, Legislation and Enforcement, Privacy Acts in the US, EUR, CAN; Electronic Records Issues, Approaches and eDiscovery; Records Management – The Basic Elements; Vital Records – Preparing for the Unexpected; The Truth About Taxonomies; Litigation Readiness Made Easier; Email Management; Sarbanes Oxley, FOIA, ISO 15489, GxP, cGxP, CFR 21, 11, DoD 5015

AFFILIATIONS
ARMA International, Baton Rouge / Lafayette, Louisiana Chapter; AIIM, Houston Chapter