MAX B. ZAPSON, PMP, MBA, CSM, *Sigma, IAPP linkedin.com/in/mzapson-pmp-mba

ad4z7a@r.postjobfree.com Guilford, CT 203-***-****

Program and Project Management, Customer Experience

Technology - Interactive Media - Life Sciences - Financial Services – Insurance

Program & Project Management / PMO Implementation & Management / Scrum Master Training

Regulatory-Security-Risk Assessment / CX Analysis / IT Planning & Development

Strong SDLC knowledge / EVM and Cost Containment Expertise / Re-engineering & Innovation

MBA / PMP with over 15 years of experience using information and technology to enhance customer value, increase profitability and provide process improvement. Sound planning and controlled change management mitigates risk and drives project delivery on time, within budget and without surprises.

PROFESSIONAL EXPERIENCE

Senior Project Manager 11/2023 to present

Business Integrators

Managing technology audit and transformation for Waterfall Asset Management and The Clark Estates family office hedge fund.

Senior Project Manager / Scrum Master / Director Customer Experience (CX) 02/2012 to 11/2023

Pitney Bowes

CX, Scrum Backlog Feeding and Grooming - Successfully created an innovative process for using customer feedback as a driver for change. Customer Experience feedback is interpreted through Generative AI and in turn feeds the scrum backlog. (Qualtrics, Confirmit, Mural)

Program Management ROI – Orchestrated web initiatives across a team of project managers with focus on ROI. Focus on cost benefit analysis KPIs for:

oeCommerce Platform (cart, payment, configuration – Websphere Commerce)

oGlobal “Your Account” (authenticated customer)

oRegulatory Compliance (GDPR, PCI, eMail and Cookie Compliance in 14 countries)

oWeb Self-service Product Guidance and Support (Aha!)

oCRM – Sales Force (case management, “chat” routing to sme’s, email management)

oFinancial Management (ERP EngageOne Suite)

PMO Agile Transformation – Implemented the 1st successful, effective and operational Agile methodology for IT, Marketing, Martech and Marketing organizations with a full program onboarding. (Jira, EngageOne, SAP, Sharepoint, Luma, Aha!).

oAgile Constructs: Roles Definition, POD Structure, Inception, Ceremonies, Reporting, Governance and How to work best with Designers (Luma, Mural, Miro)

Developed training materials: “Agile Guide”, “A Day in the Life of a Scrum Master”, “Inception the Design Approach to Backlog Definition”

oTraining: Set up and delivered training sessions for over 400 team members

oStructure: Created a multiple Agile POD structure

Authenticated Client (4 pods), Ecommerce (3 pods), Marketing and Support (1 pod), Marketing Financial & Corporate (1 pod)

VP (Program Manager) 09/2005 to 02/2012

PFIZER

Global Pharmaceutical Privacy Initiative and PMO Wyeth Integration – Lead the Pfizer Global Information Security and Privacy Initiative, managing a team of Project Managers across 8 stakeholder working groups (spanning all Pfizer business verticals).

R&D DataWarehouse & Business Intelligence – Lead the Pfizer Program initiatives for the consolidation of data into the Development data-warehouse.

R&D PMO Development - Instrumental in creating the Worldwide Technology R&D PMO.

Clinical Trial Data Warehouse Migration - Successfully managed the migration and consolidation of Pfizer’s clinical trial data ware-house. Even though this is a “regulated” system, and involved very demanding testing and documentation, completed ahead of schedule and under budget.

Off-Shore Model a Success - Spear-headed the 1st large scale off-shore development effort at Pfizer (“The Application Factory”). Technologies of Note: MS Project Server, SAS, SharePoint, Oracle, Informatica, Crystal Reports, Hyperion/Brio

MANAGING PARTNER (CTO & Program Manager)

COMPSURE

Founder of professional services company achieving profitability in 14 months.

Set up PMO’s for clients and have provided structure around reporting and best practices in Project and Program Management.

Guided businesses in “Make vs. Buy” decisions and managed multiple successful packaged software implementations.

Developed and managed marketing, sales and service delivery to create consistent revenue growth.

Carried out the implementation of Customer Value Management systems to discover growth opportunities through data mining and analysis

Continually developed new service offerings for small businesses solving issues of data integrity, information security, application selection, project management and information analysis.

Representative Client List: Power Securities, Fordham University, SS&C Technologies, Juvenile Diabetes Research Foundation, Winick Realty

Industry Verticals: Financial Services, Law, Health Care, Publishing, Not For Profit and Retail

Technologies of Note: CAMRA, Hedgeware, Total Return, Advisorware, Weblogic, Business Objects, Banner,

PC Law, ClinicGate, FileOn, .NET, Project, Clarity, Powerpoint, Oracle, Visio, Project

VP ENGINEERING and PRODUCTION (CTO & PROGRAM MANAGEMENT)

MODEM MEDIA

Led a team of almost 100 systems engineers and project managers in the development of web-based initiatives for Fortune 500 firms, representing more than $30 million of interactive development.

Set up the PMO and developed methodology for the systems development project life cycle. This effort helped to transform the organization from a functional structure to a strong matrix structure.

Successfully, introduced the Program Manager function and issued procedures for dealing with issues such as “Quality Delivery”, “Risk Mitigation” and resource development.

Introduced 6Sigma constructs to require a “Quality Vision”. This vision in tandem with outputs from Mercury and Owl produced process improvements that increased delivery quality by as much as 50%..

Joined Modem as part of the management team responsible for building the NY office and tripling revenue in the course of one year

Industry Verticals: Financial Services (Insurance), Travel/Entertainment, Pharmaceutical, Consumer Product,

Not-For-Profit

Technologies of Note: ATG, WebLogic, Broadvision, Websphere, Interwoven, Documentum, Vignette, Oracle,

Project

EDUCATION

M.B.A., International Finance, Pace University

B.A., Economics, State University of New York at Buffalo.

B.S., Chemical Engineering, State University of New York at Buffalo

PMP certification and member of the Project Management Institute (PMI)

CSM certification and member of the Scrum Alliance

SixSigma GB and DFSS certifications

IAPP member of the International Association of Privacy Professionals

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