SUMMARY:

• Confidential is a highly - motivated, results-driven professional with over 20 years of proven experience managing large-scale enterprise business transformation. For more than 10 years, he has worked as an independent consultant, assisting senior client leadership with business-critical programs and projects.
• Prior to that, he held leadership roles with the former Big 5 consulting firms, where he worked mainly with Fortune 100 companies.
• Confidential specializes in packaged ERP solutions and contiguous activities; such as project and change management, business process reengineering, training and communications.
• He has performed assessments, systems selections and implementations with most of the leading vendors, including SAP, PeopleSoft, Oracle, Microsoft, and others.
• With this experience, Confidential has been able to help his clients reduce operational costs, streamline processes and align workforces.
• In total, he has managed the full lifecycle of well over 25 large-scale, complex and global efforts. The following provides more detail.

AREAS OF EXPERTISE:

• Global Program and Project Management
• Enterprise Systems Development and Deployment
• Enterprise Business Transformation
• Organizational Change Management
• Business Process Improvement and Reengineering
• Training Program Development and Delivery
• Systems Selection and Strategy
• Data Warehousing and Business Intelligence

PROJECT MANAGEMENT SKILLS:

• Strategy and Planning
• Requirements Assessment
• Schedule and Timeline Management
• Resource Staffing and Performance Management
• Budget and Project Plan Development
• Verbal and Written Communications
• Risk and Issue Mitigation
• Procurement and Vendor Management
• Deliverable and Status Reporting
• Quality Assurance and Regulatory Requirements

SUMMARY OF PROGRAM MANAGEMENT EXPERIENCE:

• Served in Senior Program and Project Manager roles with responsibility for the development and implementation of large-scale, complex, web-based and global enterprise solutions.
• Experienced in all areas of program management:
• Program Management Office Development and Management
• Steering Committee, Sponsorship and Stakeholder Management
• Project Standards and Processes
• Resource Planning and Management
• Risk and Change Management
• Training and Communications
• Managed several software selection and implementation efforts
• Highly experienced with assessing the gap between current and future state needs
• Expertise with evaluating the delta between existing and future state processes
• Strong experience with long-term (12+ months), large global programs of 250+ consulting and client resources
• Developed solution that were delivered across 50+ countries globally
• Worked with several SAAS and web-based packaged and custom applications, including Customer Relationship Management, Financials, Procurement, Human Capital Management and other enterprise applications.
• Modules included:
• Retail Point-of-Service
• Retail Store Inventory Management
• Customer Service and Contact Center
• General Ledger
• Procurement
• Payables
• Billing and Accounts Receivable
• Inventory Management
• Asset Management
• Human Resources
• Benefits Administration
• Payroll
• Time and Attendance
• Performance Management
• Manager and Employee Self-Service Portals
• Recruiting and Talent Management
• Business Intelligence
• Reporting
• Strong understanding of the related business processes in all of the above areas
• Significant experience with and formal training in the change and program management methodologies used to develop and implement large-scale enterprise systems solutions. Used this experience to develop multiple global change programs for clients ranging in size from the Fortune 100 to mid-size enterprises $1-2 billion

PROFESSIONAL EXPERIENCE:

Global Program Manager

Confidential

Responsibilities:

• Served as Program Manager with overall responsibility for the implementation of the Oracle E-Business Suite and re-implementation of Salesforce.com for a global water utilities services company
• Scope included the design of Sales, Service, Order Management, Financial, Project Portfolio, Manufacturing, Supply Chain and Procurement solutions and a redesign of related business processes
• Responsible for oversight of external implementation partner and internal change management and business process reengineering
• Modules included General Ledger, Payables, Receivables, Payments, EB Tax, Purchasing, Inventory Management and Serialization, Cost Management, Bill of Materials, Work in Process, Order Management, Advanced Pricing, Shipping Execution, Install Base, Field Service, Advanced Scheduler, TeleService, Service Contracts, Sales Contracts, Project Management and Project Costing
• Conducted Business Process Review sessions to identify Key Processes targeted for redesign
• Redesigned a legacy 3rd party system and replaced it with Oracle Extensions to replicate functionality around Order Management
• Developed extensions to create Project Auto-creation, Project-to-Service integrations, Task Cascading, Order Management to Service Contracts integration, Billing Events Creation from Service Contracts, and Order Management to Service Contracts
• Redesigned Salesforce.com to accommodate key customer demographic, quote and asset data and developed two-way integration with the Oracle EBS modules
• Organized a group of 50 Super Users and conducted two (2) Conference Room Pilots to review solution functionality and identify required modifications and integrations
• Identified major change impacts and developed a network of Change Agents to assist with change management and communications
• Designed and developed a mobile iPad solution for the Field Service Centers
• Managed the Training and Communications Programs for Oracle and Salesforce.com
• Deployed solution in two (2) phases by major lines of business
• Responsible for monthly communication to Executive Steering Committee and Weekly Project Sponsor Updates
• Challenges included disparate lines of business, complex customizations requirements and legacy manual business processes
• Team comprised of 75 client and consulting resources

Program Manager

Confidential

Responsibilities:

• Assisted with the integration of the $4 billion acquisition of Dealertrack Technologies
• Worked on the Change Management effort across Stakeholders from IT, HR, Benefits, Global Training, Communications, and Senior Business Leadership across all of the acquired companies
• Developed and managed Integration Change Management Program Plans
• Helped to manage an Integration Network of Change Agents consisting of HR Business Partners (HRBP) to facilitate change management across the integrated companies
• Worked with the HRBP in each organization to develop effective change plans for each brand and geography
• Conducted Focus Groups and Surveys for each company to gauge change readiness and resistance
• Analyzed change measurement metrics and tools including HR Metrics related to Retention Rate, Compensation, Culture, etc.), Custom Survey
• Followed the Prosci ADKAR and CLARC methodologies for Leadership Alignment and Education
• Developed Prosci-based Change Management Education for Executive Leadership Team, Managers and Directors to gain leadership alignment
• Developed Change Management and Training Plan for Hyperion Smartview, Workspace and Essbase
• Assisted with the design and development of a Jive-based Employee Portal for access to integration information
• Assisted with the development of a Jive-based Mobile Application for employees without laptops/computers to access integration information
• Managed the development of a Integration Dashboard to track change management progress across the effort

Program Manager

Confidential

Responsibilities:

• Served as Program Manager for the implementation of Oracle Retail Store (Point-of-Sale and Store Inventory Management) and Corporate applications (Central Office and Returns Management) for the largest voice and data telecommunications provider in Canada
• Scope included the design, development and pilot deployment of Point-of-sale, Back Office, Central Office, Returns Management, Serialized and Non-Serialized Store Inventory Management and Mobile solutions for over 800 corporate and dealer-owned stores across Canada
• Conducted a Conference Room Pilot to review out-of-box functionality and identify required modifications and integrations
• Developed integrations with legacy Order Management, Bill Payment, and General Ledger systems, as well as replacement Warehouse and Item Management, Pricing, Commissions and other retail systems
• Deployed a Pilot solution to several stores and refined the solution requirements and business processes
• Challenges included an aggressive timeline, strong resistance to change and business process deeply-rooted in legacy systems functionality
• Team comprised of over 100 client and consulting resources

Program Manager

Confidential

Responsibilities:

• Served as Global Program Manager for the implementation of replacement Oracle Retail Store and Corporate applications for a large off-price retailer with over 3,500 stores
• Scope included the design and deployment of Point-of-sale, Back Office, Central Office and Returns Management solutions for over 3,500 stores across United States, Europe and Canada
• Successfully planned and successfully conducted workshops to review out-of-box system functionality and accelerate system design
• Program challenges included developing a harmonized solution across disparate legacy systems, business processes, geographies and legal requirements
• Global Program Team encompassed over 150 client and consulting resources across the US, Europe and Canada

Global Program Manager

Confidential

Responsibilities:

• Assisted CCR with the implementation of an SAP Enterprise Asset Management solution for the North American Fleet Management group
• Program challenges included significant change management, business process and user adoption challenges
• Developed and conducted business process workshops to redesign existing processes and align them with SAP Best Practices
• Managed the development and deployment of a training program for the SAP Enterprise Asset Management (EAM) implementation for Coca Cola Refreshments (CCR) Fleet Management group
• Solution encompassed serialized and non-serialized asset management, fleet management, procurement, order and inventory management and business warehouse and business intelligence reporting
• Training Program consisted of both train-the-trainer and end-user courses for Supervisors, Parts Planners, Parts Expeditors, and Mechanics
• Developed a blended program of web-based, computer- and instructor-led training and video simulations
• Deployed a mobile solution for use by Mechanics on iPad tablets
• Worked with resources across Fleet Management, Product Supply Systems, Finance and Information Technology organizations
• Coordinated project with overall change management effort conducted by the Business Transformation Office
• Developed the project workplan, organizational structure and resource staffing
• Solution served over 1,500 CCR Fleet Management employees

Program Manager

Confidential

Responsibilities:

• Managed the merger and integration program for the acquisition of Spherion Staffing Services (SFN Group)
• Responsible for a team of over 100 members across both companies; including 23 streams and managers
• Program scope includes change management, business process reengineering, analysis and development
• Developed the program organizational structure, phased approach, processes and timeline
• In the process of deploying the Pilot Solution
• Managed several complex issues related to customer billing and AP, payroll, systems architecture, change management and cultural differences to keep project on-track
• Systems included PeopleSoft Front Office, HR, Financials, CRM and Salesforce.com, JD Edwards and Hyperion
• Report to the Chief Information Officer

Program Manager

Confidential

Responsibilities:

• Managed the upgrade of the PeopleSoft Front Office system for over 700 branch offices nationwide
• Approach included JAD sessions with over 100 SMEs
• Designed a solution that replaced existing talent recruiting and onboarding business processes and systems
• Team structure included resources from Business Integration, Technical Development, Web and Database Architecture, Learning, Communications, Marketing and over departments
• Motivated the team and managed "scope creep" to complete the project on-time and within budget
• Reported to the Director of IT Applications

Program Manager

Confidential

Responsibilities:

• Assisted with the post-merger integration of business units in the United States and Canada for the creation of Coca-Cola Refreshments (CCR)
• New company consisted of bottling, customer service, juice and water beverages, food service, and supply chain operations
• Managed the redesign of cross-functional business processes, management routines, SLAs, and metrics across National Retail and Region Sales, Customer and Account Management, Product Supply Systems, Human Resources and Information Technology organizations
• Worked in the Business Transformation Office and assisted senior leadership in each of the business units
• Developed a workplan and tracked the identification and resolution of cross-functional issues
• Created the Communication, Training and Socialization Plans
• Assisted senior leadership in each business unit with implementation planning and deployment
• Solution served over 60,000 employees

Global Program Manager

Confidential

Responsibilities:

• Used the SAP ASAP Methodology to manage the entire program lifecycle of a large-scale, 15-month CRM implementation for a global Customer Support Center; from Business Blueprint design through Go-live and Support
• Performed a system selection of leading CRM solutions.
• Developed future state customer support business processes
• Evaluated CRM solutions against future state, developed a short-list of vendors and led the final selection
• Reengineered existing customer support business processes and procedures and developed the change program for implementation
• Solution included web-based applications for Customer Service Reps, Managers, Internet Customer Self-service, Customer Portals, and Business Objects for Reporting and Business Intelligence
• Project team encompassed over 200 client and consulting resources
• Solution served an end-user community of over 5,000 employees from Customer Service, Sales, Finance, Services, R&D and over 150,000 customers
• Used SharePoint 2007 as the content management solution for all project deliverables, updates and training documentation

Global Program Manager

Confidential

Responsibilities:

• Served as the Program Manager for the global deployment of a web-based financial consolidation and business intelligence solution
• Project was one component of a larger global SAP OpEx implementation
• Steering Committee included senior leadership from Global Finance, Regional Finance, Supply Chain/Logistics, Novartis Consumer Health Finance and Global Information Systems
• Set up the Project Management Office and managed a team of Work Stream Leads responsible for application development, legacy system data conversions, reporting, change management, training, communications and business process redesign
• Project team encompassed over 150 team members across 40 countries, including onshore and offshore development
• Evaluated stakeholder requirements globally and developed a change program that included light organizational redesign and a custom global training program
• Set up SharePoint to store all system documentation, training deliverables and communications updates
• Visited the production facilities in several countries to analyze detailed system and data issues
• Responsible for Quality Assurance; including SOX, GxP, accounting and technical standards

Program Manager

Confidential

Responsibilities:

• Developed the support and transition plan for HR systems (PeopleSoft) Payroll (ADP), Benefits, and other HR applications
• Managed a team of onshore and offshore resources
• Migrated data from legacy applications to replacement systems
• Constructed a change management, training and communications program to support the transition
• Implemented Manager and Self-service HR functionality
• Set up and maintained a SharePoint Portal to manage project deliverables, communications and other content
• Used Clarity to managed project financials, risks, issues, time reporting and resource utilization
• Program served 5,000 employees

Project Manager

Confidential

Responsibilities:

• Led the selection and implementation planning of replacement Human Resources and Financials applications
• Completed a comprehensive requirements gathering and gap analysis effort
• Performed a detailed evaluation and documentation of all HR and Financial business processes and workflows
• Compared business processes against the “vanilla” functionality of PeopleSoft and Oracle applications
• Identified gaps in process and system functionality
• Developed a plan for bridging gaps with revised business processes and system customizations
• Other project deliverables included projected implementation costs, future state process redesign, training and communications, software development and deployment, hardware platform and other technical architecture

Project Manager

Confidential

Responsibilities:

• Oversaw a large Human Capital Management and Financials systems implementation for the largest healthcare system in New Jersey
• Project scope encompassed a 50+ person project team, 20+ sites, 6 different project streams, and took place over a 12-month time period
• Project included almost all HR and Financial application modules; HR, Benefits, Payroll, Time and Labor, Leave Administration, Performance Management, Compensation, Recruiting, General Ledger, Accounts Payable, Accounts Receivable and Purchasing
• Work effort spanned the entire lifecycle of systems implementation; from the initial analysis of the current state through the development and implementation of the future state solution
• Conducted over 100 interviews to analyze the HR business processes and systems
• Developed a detailed documentation of the current state
• Designed a future state solution of systems and standard business processes for HR, Benefits, Payroll, General Ledger and Month End Close
• Developed a Help Desk to provide support during and after the implementation
• Managed an add-on engagement to assist in the development of a data warehousing solution for decision support

Project Manager

Confidential

Responsibilities:

• Led the client through a system selection that evaluated PeopleSoft, Oracle, SAP and Maximo ERP solutions.
• Assisted in developing the risk management strategy for a replacement of enterprise human resources, financial, maintenance and operational business processes and systems

Change Program Manager

Confidential

Responsibilities:

• Performed an organizational Training Effectiveness Assessment across all departments of the Authority; including Information Technology, Logistics, Operations, Finance, Sales and Marketing, Rail Maintenance, etc.
• Interviewed 200+ staff across organizational levels, Executives, Directors, Managers, Supervisors and Line Workers

Global Project Manager

Confidential

Responsibilities:

• Managed the global replacement of a store gift card solution for over 1,500 stores worldwide
• Managed a team of over 50 resources and partnered with Microsoft Consulting Services for testing effort

PROFESSIONAL EXPERIENCE:

Managing Principal

Confidential, Atlanta, GA

Responsibilities:

• Created a national management consulting and Information technology services firm specializing in business transformation and change related to enterprise systems implementations.
• Assisted clients across several industries with large-scale enterprise business transformation projects
• Successfully developed partnerships with several larger consulting firms

Director

Confidential, Atlanta, GA

Responsibilities:

• Oversaw a national practice specializing in information technology services. Responsible for selling and managing engagements, P&L management, staff utilization, and developing the annual budget. Reported directly to the Senior Vice-President of Global Services.
• Re-engineered business processes, developed and delivered management training for all consultants
• Developed standard methodologies for engagement bidding and systems implementation projects

Senior Manager

Confidential, Atlanta, GA

Responsibilities:

• Assumed lead roles in the sales and management of system implementation engagements for Fortune 500 firms.
• Member of the Financial Services Practice vertical
• Supervised several practice management activities, such as P&L management, sales proposals and presentations, resource coordination across business units, client relationship development, fee negotiations, utilization and staff development

Manager

Confidential, Atlanta, GA

Responsibilities:

• Served in a leadership role in the development of a new middle market consulting practice
• Developed middle market implementation methodologies.
• Sold and managed ERP system implementation engagements for several middle market companies

Information Systems Manager

Confidential, Atlanta, GA

Responsibilities:

• Managed a 20-person consulting resources group with responsibility for creating an enterprise data warehouse to support revenue reporting.
• Led the reporting team for the development of a physician practice management solution.
• Developed and marketed various IT services and solutions to large physician practices.
• Received a promotion to management within the first nine months of employment.

Consultant

Confidential, Atlanta, GA

Responsibilities:

• Provided ERP implementation consultation to clients within the healthcare information technology practice.
• Led a team through the implementation of financial systems for a large, multi-hospital healthcare system
• Project managed the implementation of a data warehouse and decision support system for a large hospital

Implementation Analyst

Confidential, San Mateo, CA

Responsibilities:

• Managed 20+ implementation projects of HBOC clinical and financial systems with healthcare systems and hospitals.
• Member of the national implementation team responsible for developing implementation strategies and best practices.
• Worked with the sales department to develop and deliver several proposals for large healthcare systems.

Staff Analyst and Business Office Coordinator

Confidential, Atlanta, GA

Responsibilities:

• Coordinated all Patient Accounting activities; billing, collection, cash posting, admissions, medical records, and statistical reporting
• Significantly improved accounts receivable days, cash flow, and staff productivity