Project of
Recent Projects
* Project
planning & implementation consultant for the outsourcing conversion of a major client’s legacy fund accounting processing
and custody systems, including application development, testing, and data conversion.
* Information Technology Relationship Manager for eight client conversions representing $49.5B of assets under custody.
* Defined and implemented a project management methodology
for converting client facing technology deliverables (data reporting extracts, transaction messaging, client data access via
the internet) from one bank to another bank's systems.
* Development analysis and implementation planning for web-based
client information delivery reporting upgrades.
* Analyzed information
technology product introduction and change management processes to identify opportunities for reducing change related risk
to production processing and client reporting. Initiated risk management improvement project.
* Business
process analysis and functionality documentation (current baseline and future state) for a business critical end-to-end human
resources/payroll information management system.
* Developed and implemented an integrated change management approach
for controlling, evaluating, developing and implementing manual workarounds required due to loss of legacy system functionality
during the implementation of a human resources/payroll system.
* Planned and managed customer software platform migration
programs for an educational software services provider.
* Developed and implemented an information change management
control system for a food products manufacturer.
* Advised a medical school technology licensing office on developing
and implementing project based portfolio management and business development processes to increase pipeline visibility &
revenue, while reducing case workloads.
* Prepared and presented a patent marketing & sales plan to a technology
licensing office for a skin care treatment product.
* Advised a bioengineering technology institute on establishing
an operational methodology to facilitate managing day-to-day activities, business planning & development, technology transfer
and partnership management.
* Prepared and presented a model partnership development, marketing & sales plan to
a bioengineering technology institute.
* Prepared curriculum and instructional materials for comprehensive courses
in Operations & Project Management. Presented content for eight (8) on-campus and distance learning (on-line) sessions
to over one hundred (100) students.
* Prepared and presented a revenue generating seminar series proposal for a professional
organization.
* Organizational alignment project & project management methodology
for a premier high tech information technology (IT) organization.
* Corporate software introduction projects for a multi-billion
dollar high tech company.
* Corporate software program management process methodology for a multi-billion dollar high
tech company.
Summary of Professional Project Portfolio
INFORMATION TECHNOLOGY
* IT Project Management for business systems
application upgrade.
* Initiated IT Risk assessment and management program.
* Business process analysis and functionality documentation for a HR/Payroll information
management system.
* Change management process for controlling, evaluating,
developing and implementing manual workarounds.
* Customer software platform
migration programs.
* Information change management control system for an ERP system.
* IT enterprise applications
architecture strategic planning in ERP development & implementation environment.
* Three-year IT applications roadmap.
* Customer Relationship Management (CRM) project plan.
* E-Commerce
& Business-to-Business enterprise requirements.
* IT project business process & requirements specification, business
cases.
BUSINESS PROCESS DEVELOPMENT
* IT product lifecycle solution delivery process methodology.
* Integrated project lifecycle process with portfolio & resource management, funding & approval processes.
*
Global IT organization operating model, supporting organizational structure.
* Defined, documented & implemented
a corporate software product lifecycle process.
* Directed corporate program management team consistency, continuous
improvement initiatives.
SOFTWARE PROGRAM MANAGEMENT
* Corporate program management for a multi-million
dollar product line.
* 10-20 concurrent product releases, averaging one major release per month.
* Worldwide new
product introduction readiness & cradle to grave product lifecycle management.
NEW PRODUCT INTRODUCTION
* Project based portfolio management and business development process.
* Skin care treatment product patent marketing
& sales plan.
* Operational methodology for a technology institute – day-to-day activities, business planning
& development, tech transfer & partnership management.
* Partnership development, marketing & sales plan
for a technology institute.
* Worldwide manufacturing introduction of new computer systems products from development
to volume production.
* Hardware & software product management.
* Product concept definition, architecture,
project planning, development & introduction of computer systems.
CUSTOMER SERVICE
* Worldwide
product planning & support for network storage products.
* Worldwide product support plans & rollout readiness
coordination.
* Product serviceability, maintainability & reliability technical requirements.
* Technical training
curriculum & requirements.
* Start-up product technical support planning for product & services resellers.
EDUCATION
* Graduate level project management course curriculum & instructional materials.
* Delivered
instruction in classroom & on-line formats.
* Network storage product technical support curriculum & logistics.
* Corporate PM seminar curriculum, instructional materials & logistics.
