Management Manager

Director ? Senior Manager

Area of Focus: Records and Information Management

QUALIFICATIONS PROFILE

Technically sophisticated, multifaceted, and accomplished Electronic

Records Management Executive powered with more than 20 years of broad-based

experience in project management, programming, analysis and practical

records management expertise. Possess stellar qualifications in all facets

of Records and Information Management solutions and development coupled

with comprehensive knowledge of technology value proposition controlling

the improvement of strategic high profile, critical missions. Excel at

delivering and creating strategic Enterprise document and record management

solutions for various industries, such as oil and gas, engineering, energy,

mortgage service, transportation, construction, and legal. Proven

effectiveness in a competitive, team-oriented, and fast-paced environment.

CORE STRENGTHS

Active and Inactive Record Systems Electronic Record System

Document Control Procedures Workflow and Risk Management Analysis

Record Appraisals Enterprise Content Management

Solutions

Retention and Disposition Schedules Project Management

Policies and Procedures Enterprise Content Management (ECMS)

Training and Development Electronic Record Management Systems

Relational Database Development (ERMP)

(System Migration) Strategic Planning

Contacts Management E-mail Management

TECHNICAL EXPERTISE

Policies and Procedures Development and Implementation ? Document Control

Strategies ? IManage and DOCS Open ? Access 5.0 ? Microsoft Excel 5.0 ?

Microsoft Project 2000 ? Documentum ? Legal Key ? Oracle Database ? Open

Text ? Visual Basics ? Versatile Software ? IBM

RELATED EXPERIENCE

Records and Information Systems Director 2007-Present

Calpine Corporation ( Houston, TX

Assume full accountability for the improvement and administration of

corporate records and information management program along with the

Enterprise content management system. Proactively perform the distribution

and administration of strategies that control the optimal capture,

delivery, use, retention, and disposition of official records in document

and electronic format. Provide expert advice and guidance on operational

management and support for overall business units on record requirements.

Execute the operation of RIM policies for both structured and unstructured

data. Support the migration efforts for deployment of application/ system

to supervise electronic records. Work hand-in-hand with IT professionals to

construct an enterprise-wide electronic document management approach.

Conduct training for the advancement of corporate training programs on

record management. Mandate the unification of company's Enterprise Content

Management System combined with ERP system. Effectively initiated and

conducted training programs on how to execute the Records Retention

Schedule in the near future.

Notable Accomplishments:

. Participated and coordinated in the Enterprise Content Management (ECM)

Project and in charge for the distribution of implemented and improved

strategies.

. Conceptualized and designed standard Record Management Programs practices

and procedures for physical and electronic records.

. Meticulously formulated new electronic records management solutions,

procedures, and methodologies to maximize quality document process

efficiencies like compliance.

. Played an integral role in the creation of new systems to guarantee that

record and information management requirements were included.

. Primarily held responsible for identifying standard workflows for

electronic document management / imaging requirements.

. Anticipated and developed procedures for offsite storage, retrieval, and

disposition of inactive records.

. Constituted departmental responsibility and business ownership of records

in e-format.

. Exemplified talent in the development of business continuity/disaster

recovery program for the organization along with strategies for the

cleanup of Legacy records throughout the company.

Senior Records Manager 2005-2007

Pitney Bowes (Lord, Bissell, and Brook LLP) ( Chicago, IL

Accustomed in building rapport with Sales and Operations Team to secure

overall customer's demands. Recognized performance in delivering and

implementing a change management program. Monitored the operation of

records for offsite storage and archiving. Collaborated closely with legal

practice teams on automated records management application and built proper

software recommendation as necessary. Oversaw records maintenance and

disposition schedules for the firm. Constructed, managed, and distributed

an education strategy to support and mitigate the firm's exposure to

risk/compliance issues. Assessed company's required records and implemented

programs that corresponded to those requirements. Communicated and

interfaced with the Sales and Operations team to meet client satisfaction.

Managed and resolved disaster recovery efforts for the firm at the same

time optimized a change management program.

Notable Accomplishments:

. Conceptualized and designed standard Record Management Programs practices

and procedures for physical and electronic records.

. Remarkably showed talent and received Achievement Award in year 2006.

. Instrumental in customizing the filing standards in alignment with

records management criteria and best practices.

. Pivotal in designing and building the firm's communication relating to

training programs on record management policies and procedures.

. Efficiently retrieved all major documents and information as mandated for

e-discovery.

. Determined and recommended installation of records management software.

. Played a vital role in conceiving alternative way to assist client using

new software tools in relation to system integration.

. Significantly launched an indexing system for an offsite storage program.

. Successfully conceptualized an authorization process for overall records

transferred to external company.

Project Record Manager 2002-2005

Varco Drilling Equipment ( Houston, TX

Partook in analyzing, creating, and arranging a document management system

for tracking, storing, and retrieval of electronic records. Effectively

authored standard operating procedures and improvised process to manage a

companywide record management projects. Trained and mentored employees on

the use and procedures or records management systems, and observed the

production to assure accurate implementation of procedures. Mainly liable

for the overall reconstruction and update of document management system.

Systematically organized the training program for managers and employees,

and controlled the training and change management techniques concerning RIM

practices and procedures. Utilized client's relationship for the company

relating to records management along with the supervision of the entire

functions concerning to the closeout process and documentation for the

whole proposals.

Notable Accomplishments:

. Conceptualized and designed standard Record Management Programs practices

and procedures for physical and electronic records.

. Examined manual and automated records systems, and processed

recommendations to upper management and end-users.

. Diligently handled and administered 11 staff across the organizations.

. Planned and organized Records Management Training Programs for managers

and employees.

. Ensured and maintained operational efficiency of the Records Management

Department by assuring accuracy and completeness of information from all

media.

. Spearheaded and applied comprehensive knowledge to analyze manual and

automated records systems, which includes processing recommendations to

upper management and end-users.

Records Manager 1999-2002

Shook, Hardy and Bacon LLP ( Houston, TX

Proactively ran a broad-based centralized Records Center containing product

liability, business litigation, tort, intellectual property, employment,

pharmaceuticals, real estate, and environmental records. Exemplified

supervisory skills in the development, execution, and monitoring of current

strategic plans to avoid risk and manage quality for Records Management.

Anticipated and implemented training programs for the Record Center staff,

secretaries, and legal counsel to comply with the company's standards.

Negotiated and performed internal audit compliance.

Notable Accomplishments:

. Conceptualized and designed standard Record Management Programs practices

and procedures for physical and electronic records.

. Classified vital records and cultivated appropriate disaster protection

and recovery plans.

. Carried out and delivered activity and statistical reports mandated by

the firm for the overall aspects of the record retention program.

. Recommended and programmed hardware, software, and system to increase

efficiency.

EARLIER CAREER

Records Manager ( Nabors Industries, Houston, TX: 1996-1999

Records Supervisor ( Ontra, Incorporated, Austin, TX: 1993-1996

Senior Records Coordinator ( First Gibraltar Mortgage, Houston, TX: 1989-

1993

EDUCATION

Studying for Certified Records Manager Examination (2009-Present)

Health Information Management Major in Computer Science ( Davenport, IA

(2010)

Pursuing Degree in Computer Science ( University of Phoenix, Phoenix, AZ

(2004-2005)

Certificate of Certification in Records Management ( Texas Tech University,

Austin, TX (1998)

Diploma in Applied Computer Science ( MTI/College, Houston, TX (1992-1993)

Certificate in Database System ( PBS/Vocational School, Houston, TX (1990-

1991)

PROFESSIONAL AFFILIATIONS

Association of Records Managers and Administrators (ARMA) or now known as

Association for Information Management Professionals

Association of Information and Image Management (AIIM)

Activities

Licensed -Stat Bonded

Notary Public

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