Senior Project/Program Manager at New Advantage

Remote PM and Scrum Master for several large, global projects; worked closely with senior management and worldwide SMEs.  Coached contributors new to Agile.  Most projects also involved significant organizational change management, including business process engineering, changes to SOP, and ongoing communications and training in new policies and procedures.  (Contract ended early due to COVID-19 business impacts which put most newer projects on hold.)•	Case Management: Scrum-based redesign of customer service case management business processes and configuration for all departments world-wide using Salesforce.•	KPIs: Kanban-based development of improved KPI dashboards for over 300 management decision support use cases using Informatica, QlikView, and the global data warehouse.  Involved significant business process changes and frequent interaction with high-level management.•	Oracle Advanced Collections: Implementation of improved collections management platform for the 80% of customer base tracked via Oracle ERP system.•	Supply Chain Optimization: 4-phased project to modify and improve Oracle ERP supply chain system impacting all sites worldwide, including business process changes and integration with warehouse management systems, middleware, and 3 separate eCommerce platforms.•	Maintenance Calculator: Scrum-based new development of cloud-based (AWS) sales support tool to generate quotations for new maintenance packages to be sold with products.

Terex Corporation

Senior Project Manager

Business and construction projects for international consulting company, run using Agile Scrum:•	Conducted daily scrum meetings and participated in ongoing remote team communications.•	Extensive redesign of business processes to accommodate new tax changes.  Included contract reviews, vendor evaluations, business process re-engineering, retraining of team, and updates to instructional materials.•	Created new business processes for working with EB-5 investors wishing to relocate to the US, including identifying service providers, documenting new processes, and development of new full concierge customer packages.•	Met extensively with attorneys and financial advisors to learn about immigration law and the US EB-5 program.•	Initiated construction project for new hotel to be built as investment vehicle, creating business plan.•	Participated with international team in Zoom meetings with wealthy clients worldwide.

New Advantage LLC

Managed multiple Infor ERP implementations for client companies. Worked with hospital stakeholders, SMEs, and technical teams to accomplish all aspects of initial cutover and planning for future projects.  Project workstreams included:•	Infor implementations (HR, Payroll, Performance/Goals, Recruiting, EAM, AP, and Supply Chain).•	Requirements analysis, data conversion, interface development, testing, and cutover for ERP platform and all related / integrated platforms.•	Development of standard set of project deliverable documents for Infor migration projects, including projects plans, risk management plans, organizational change management plans, communication plans, and training plans.

CLARION ADVANTAGE, LLC

Management of acquisition, configuration, and integration of cloud-based, multi-tool, operational platform replacement for consumer lending company.  Reported directly to CFO and CEO as well as parent company executives.  Full SDLC activities included:•	Developed project charter and requirements for 4 major and 4 minor cloud-based workstreams.•	Coordinated RFP process and participated in vendor contract reviews.•	Developed multi-phased go-live strategy to maximize profitability and achieve business objectives.•	Managed all vendor and internal activities; cross-company and cross-department management involved integrating both Agile and Waterfall methodologies (3 workstreams were Scrum and 5 were Waterfall).•	Created and implemented change management plan, including re-engineering business processes, changes to SOPs, regular communications, and extensive training in new SOPs and P&Ps.•	Worked with business analysts and SMEs to develop detailed business and functional requirements.•	Evaluated vendor system architectures and disaster recovery plans.•	Managed complex ETL data conversion effort to migrate legacy AS/400 data to new system.•	Oversaw design and construction of new cloud based EDW to integrate multiple systems of record.•	Managed development work for many cross-vendor interfaces necessary for new platform functionality.•	Hired additional resources needed for project completion.•	Oversaw development and execution of end-to-end test plan.

Foundation Finance Company LLC

Project/Program Manager

Set up a new consulting firm using Agile methodology.•	Reported directly to key stakeholders and business owners.•	Established plan and timeline, and held all participants accountable for schedule.•	Worked with stakeholders to create business plan.•	Met with attorneys, CPAs, and other service providers as needed to execute plan and establish new business.•	Hired operational team, and designed team business processes.•	Selected and customized cloud-based CRM system for new team.

Project/Program Manager and Scrum Master

Reporting to CLS/GRC Client Executive, managed multiple initiatives for Legal business vertical, including:•	Responsible for creating and presenting weekly program reports to global CIO and his direct reports.•	Coordinated Organizational Change Management for multiple business groups.•	Projects directly managed: Office 365 Rollout, IT Metrics Analysis, Network Bandwidth Upgrades, ITSM Analysis, EUC Upgrades, among others.  •	Made extensive use of SharePoint, building project-specific sites.

Wolters Kluwer

Program/Project Manager

Oversaw a very high-profile segment of vendor work for large Affordable Care Act (ACA/Obamacare) Health Exchange (HIX) implementation, interfacing frequently with C-levels and other senior management, including:•	Integrated Agile vendor team with Anthem teams using LEAN and Waterfall methodologies.•	Worked very closely with SMEs and Business Analysts in gathering and documenting requirements for 6 State Exchanges as well as FFM Exchange, developing EDI interfaces for SHOP, Online, and manually entered enrollments, as well as business process re-engineering for business teams.•	Oversaw technical work, including development and testing, system integration via SOA architecture.•	Put structures in place for program management and status reporting for other major initiatives, using SharePoint for common file sharing.•	Recruited and onboarded new IT contract team members.

Anthem, Inc.

Managed large, complex business-facing data integration project for P&C Analytics team following BMO Harris acquisition of M&I Bank.  Worked extensively with geographically dispersed team, planning, managing, and coordinating:•	Data conversion and integration to produce sales performance reports and incentive calculations.•	Business process analysis and re-engineering.•	Planned and implemented change management plan to ensure a smooth transition with new P&Ps.•	Infrastructure architecture and disaster recovery evaluation.•	Vendor management, including software acquisition and contract negotiation.

BMO Harris Bank

Managed multiple large health insurance projects, some reporting directly to C-suite stakeholders and presenting regularly at executive steering meetings.  Projects included:•	CFO reporting workstream for HealthEdge payer claims system implementation.  •	Participation in extensive business process re-engineering and change management needed for organizational restructuring.•	Macess CRM system upgrade, managing both internal and vendor work.•	ROI and business case development for Provider Management system upgrade.•	RFQ process to determine ROI of replacing OptumInsights tools with Milliman’s MedInsight.•	Salesforce integration into custom applications.•	RFP process to select vendor for certified HEDIS solution.•	PMO procedure changes implementing Instantis EPM platform.

WEA Trust

Oversaw $10M program of Human Resources projects for Right on Q company initiative.  Aligned department to PMO, bringing projects and project managers up to company standards.  Coordinated activities for two project managers and four business leads:•	Worked with executives and initiative leaders to prioritize projects and set budgets.•	Managed PeopleSoft reporting changes project.•	Planned new PeopleSoft upgrade.

QBE the Americas

Program Manager

Served as primary contact for external health insurance clients, maintaining ongoing relationships with high level executives and product managers.  Managed multiple complex, cross-team projects for fast-paced web development group using Java-based technologies, coordinating Waterfall-based team with Agile-based partner company team:•	Added paperless billing statements and EOBs to beneficiary web portal.•	Enhanced provider portal, enabling comprehensive claims searches.•	Lead infrastructure effort to upgrade TAM and WebSphere versions.•	Managed many other medium and small web portal enhancements.

WPS Health Insurance

Project Manager

Madison, WI	Project ManagerBrought on board for very large initiative that was cancelled, then assisted with other projects:•	Debt Cancellation project: Supervised team of BAs documenting current and future state business processes as input into requirements.•	Farm Credit pilot project: Created project plan, coordinating with internal and external stakeholders.

CUNA Mutual Group

Served as project manager for the Enrollment team, managing multiple initiatives:•	Worked with Director and Department Managers to attain CMMI level 3.5 status, establishing new standards and procedures, developing integrated status reporting, and initiating a new change management process.•	Managed project to create Opus ASP front end for workflow management reporting.

Served as project manager on multiple high-profile B2B projects, coordinating with key stakeholders and monitoring all project activities, including overseeing releases with many cross-team dependencies:•	Implemented updated transactions to and from B2B portals.•	Set up SharePoint web document repository for B2B PMO, training PM team in use of new standards.

Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas

Led analysis, planning, testing and implementation for $3M project creating bonus calculation system.  Key activities included:•	Worked with Thomson Financials vendor to integrate application with SmartStation portal.  •	Liaised with high-level business users to create project plan and refine business requirements.  •	Created project documents, including SOW and project plan, use cases, functional requirements, test plans and user guide.  •	Supervised team throughout system test processes, coordinating problem resolution. •	Managed user acceptance test process and presented application to VP stakeholders.

Wachovia Securities Financial Network

Requirements analysis and documentation for many website enhancement projects.  Key accomplishments included:•	Worked on a number of projects to increase ROI and track customer traffic. •	Other, simultaneous projects included tool development, reporting and analytics, and back-end architecture redesign.•	Managed several RFP processes.•	Lead team in restructuring Product Owner, PM, and BA roles for next phase of company’s growth.  Created new job descriptions, processes, interdepartmental communications processes, and documentation standards•	Worked with VP of Technology to hire and establish a new team of Business Analysts.

ShopLocal

Senior Business Analyst

Managed local program for international non-profit organization, including hands-on management of multiple IT and business initiatives, coordinating a large team of employees and volunteers.  Accomplishments included:•	Oversight, requirements analysis, and technical coordination for customization of new CRM system, including conversion and migration of multiple types of legacy data.  •	Created and documented business policies and procedures for worldwide standardization.  •	Worked with multi-national team to create standards for content design and appearance of central organization’s web site.  •	Analyzed, documented, and streamlined local office processes.

Adidam

Implemented case management system integrating data from two independent legacy systems at multiple sites throughout five boroughs of New York City.  Key activities included:•	Documented system requirements for business end-users conducting many user meetings to analyze data elements needed for new system.  •	Maintained central data dictionary.  •	Created specifications for customized user workflows.  •	Created test strategy, and managed and coordinated user testing.  •	Designed, wrote specifications for, and supervised construction of error tracking and communications management system.

City of New York

Business Analyst/Project Manager

Created consolidated database system from multiple legacy and acquired systems, saving over $20K per month in maintenance costs.  Key activities included:•	Created project plan, monitored project issues, and lead weekly status meetings.  •	Hired IT contractor project team.•	Supervised development and testing effort.•	Gathered and documented all user requirements, creating design documents and specifications.  •	Created and maintained web-based data dictionary for new data warehouse.

MET LIFE

Managed and assisted in development of multiple enhancements for the <a href="http://Gifts.com">Gifts.com</a> eCommerce site.  •	Analyzed business requirements for tool selection and managed evaluation of tool purchase candidates.•	Worked with DBA to refine data model.  •	Designed analytical reports and wrote SQL Server stored procedures.

Reader's Digest

Technical Project Lead

Built Project Management Tool Suite, packaging all of IBM Global Services methodologies for development and risk management.  Key activities included:•	Created data models and information structures for knowledge management tools.  •	Served as BA/PM for 3 releases of Risk Analysis package for IBM Global Services.  •	Analyzed, defined, and documented requirements and specifications using Use Cases.  •	Created project schedules, including estimated effort.  •	Managed code development and testing, working closely with technical team.  •	Monitored project progress and evaluated design decisions, working with management teams.  •	Coordinated communications between Development and Deployment teams.

IBM Global Services

Managed and implemented multiple technical solutions for trading systems.  Analyzed and documented business requirements and system specifications, oversaw all work, and provided some hands-on development and testing for these key projects, among others:•	Created business-critical, cross-platform, intercontinental solution to link trade systems with real-time Internet reporting, maintaining constant contact with business unit management for continuous improvement of system fault tolerance.  •	Designed and implemented multi-tasking, web-enabled, alpha paging system using OLE servers and TCP/IP.

Daiwa Securities

Upgraded Visual Basic / Internet database application generating millions for the legal forms industry. •	Coordinated rollout of Phase I, working with national product manager on User Satisfaction and QA tests.  •	Developed and documented team development standards.  •	Modified data model to correct relational integrity and consistency problems.  •	Designed and created conversion utility to port to new structure.

CSC Networks

Database Developer

Provided expert-level instruction for Fortune 500 clients, traveling throughout the United States and in Japan.•	Presented to technical professionals, project managers and company executives, in groups of up to 25.  •	Subjects included GUI Design and Development, Relational Database and Client/Server.•	Developed an 8-day Visual Basic course, complete with manuals, demonstrations, hands-on exercises, and visual aids.

Computer Horizons

Technical Trainer

Designed module of commercial securities package for CMO analysis.  Worked with team of Human Factors engineers and subject matter experts to produce functional prototype.  Created and documented local Access data model accessing feeds from Sybase and legacy flat files.  Delivered CMO analysis front-end to Usability Testing team.

Reuters Analytics Group

Programmer/Analyst

Designed module of commercial securities package for CMO analysis:•	Worked with team of Human Factors engineers and subject matter experts to produce functional prototype.  •	Created and documented local Access data model accessing feeds from Sybase and legacy flat files.  •	Delivered CMO analysis front-end to Usability Testing team.

Reuters Analytics

Programming Analyst

Developed deal management system for investment banking industry.•	Worked with financial controllers to analyze business requirements and create design.  •	Designed front-end using iterative prototyping.  •	Wrote stored procedures and triggers, managed change control of working data model.  •	Designed database backup and recovery plan.

Donaldson, Lufkin & Jenrette

Designed, developed, and implemented several projects to serve wealthy private banking clients:•	Designed asset management system for fine art investments, creating iterative prototype as JAD tool. Documented requirements, created data model and data dictionary, and wrote user specifications and user training materials.  •	Designed, developed, and managed multi-site LAN rollout of in-house Visual Basic/Access accounting tool.

Citibank

Worked on several technical projects for legal information product:•	Programmed using SGML to structure legal text for use in custom content management tool.•	Designed Visual Basic workflow tracking tool for data conversion team use.

MATTHEW BENDER & COMPANY, INC.

Engineered QA, regression, and unit testing for product responsible for 25% of MCI’s annual revenue.•	Created, performed, and documented departmental testing procedures and standards.  •	Served as liaison between different production teams.

Angela Brookman, PMP, CSM

Angela Brookman, PMP, CSM