Project Manager Management

GLENN WALLACE, PMP

PROFESSIONAL PROFILE

Highly skilled and innovative Program/Project Manager and Business Analyst with 20 years of experience

in varied industries: IT, Financial Services, Retail and Management Consulting. Possesses a

comprehensive understanding of key, cross functional business drivers and presents expertise in building

and supporting relationships within organizations, functioning as an executive liaison. Extensive experience

in managing changing environments, and adept at working with all levels of internal and external clients.

Energetic leader able to effectively bridge the gap between IT and Business stakeholders and to foster

positive interaction with all levels of team members, from users to executive decision makers. Operates

strategically on full life cycle projects, functioning in many diverse roles to ensure successful delivery.

Strong communicator with a consultative style, instilling confidence with clients and employers alike by

seeing a project’s progress both from a strategic perspective, as well as detailed, day to day standpoint.

Accomplishments include:

• Successfully managing and delivering major projects entailing cross functional teams and multi

million dollar budgets

• Consulting with Sr. level management, acting as a trusted advisor in giving project

recommendations and oversight

• Functioning as a hiring manager and team manager, leading groups of Business Analysts, PMs and

QA Analysts

• Managing projects hands on, performing several simultaneous roles to ensure successful delivery

and client satisfaction

AREAS OF IMPACT

Program/Project Management, Project Recovery/Remediation, Package Selection, Vendor Management, Project

Estimating, Status Reporting, Risk Management, Issue Management, Change Manage, Scope Management, Business

Case Development, Project Financials, Resource Management, Communications Management, Training and

Mentoring, Working with Off-Shore Resources, Business Analysis with Use Cases, Business Analysis using a variety

of tools including Rational, Facilitating JAD and RAD Sessions, Introducing RUP Tools and Process to Project Teams,

Development of Business and Data Analysis Standards, Systems and Application Architecture Role on Large Systems

Development Projects

SKILLS, TOOLS & METHODOLOGIES

.Net, LDAP/Active Directory, Oracle DB, SQL Server, Rational/RUP (ClearQuest, etc.), MS Project/Open

Workbench (Niku), Clarity, AQMS, Websphere, Cold Fusion, Unix, Business Use Cases, Waterfall, JAD, RAD,

BPWin/ERWin, LBMS SE, Retail/Distribution, Sun Identity Manager (IdM), Life Insurance, Annuities, Banking,

Financial Services. Brokerage, Packaged Systems, Imaging/OCR, Computer Infrastructure, Customer Loyalty

Applications, Call Center Management (Avaya)

PROFESSIONAL EXPERIENCE

Wells Fargo (Technisource)

June 2009 – November 2009

Program Manager

• Hired as the program manager for $10 million program. Goal of program is to replace all web sites for

Shareowner Services (b2b, b2c and internal) with new .Net-based applications affecting 400K users

• Worked directly with vendors to hire new team to replace existing project team

• Brought the program back in to compliance with budget and schedule

• In addition to having accountability for the program, also managed team of PMs, BAs and QAs directly

• Brought tools (Planview) and project management processes to a group not used to having formal project

management processes

• Managed own projects in addition to program management activities

• Worked closely with off-shore development teams

SuperValu (SafeNet Consulting)

April 2008 – March 2009

Senior Project Manager

• Worked as a Sr. Project Manager for customer’s multi million dollar program to implement Sun’s

Identity Management system (IdM) including Identity Manager, Access Manager (Open SSO) and

Directory Manager

• Able to remediate a project in danger of failing by working closely with key sponsors to refocus the

project team and reprioritize deliverables

• Worked with specialists to develop extensive communication plans and materials required for large,

diverse, and geographically dispersed user base (230,000 users, with a wide range of computer skills

spread across numerous stores and distribution centers)

• Managed large team of on shore and off shore resources in multiple locations

• Successfully delivered the project into production

• Managed additional projects within overall IdM program to incorporate adapters (interfaces) for

Oracle Merchandising and Oracle Financials into Identity Management

• Managed extensive load/performance testing, including vendor and middleware specialists to obtain

sponsor and stakeholder acceptance for a business critical application

• Managed day to day relationship with Sun and other vendor resources including status reporting,

issue tracking and resolution, and contract negotiation

• Worked with in house and vendor resources to define and build new application functionality

Carlson Marketing Group (TEKSystems)

February 2008 – March 2008

Senior Project Manager

• Worked as a project manager on PCI remediation activities

• Responsible for infrastructure projects required to meet PCI compliance

Ameriprise Financial (Tech Pro)

December 2006 – September 2007

Senior Project Manager

• Worked as a project manager within the Advisor Technology Systems (ATS) PMO

• Responsible for ensuring the delivery of infrastructure for the whole ATS program

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• Worked closely with IBM program and project managers, and Ameriprise PMs to provide hardware

and related infrastructure to project teams using IBM’s virtualized server environment (AIX,

Websphere, UDB, P570)

• Tracked and reviewed infrastructure delivery schedule and escalated issues as necessary

• Led daily issues meetings to track and resolve issues between Ameriprise and IBM

• Involved in regular conference calls to coordinate activities between Ameriprise and IBM

• Provided education and materials for PMs related to infrastructure engagement

• Reviewed project plans to ensure infrastructure tasks included and realistically scheduled

• Developed training materials for educating project teams on infrastructure procurement process

• Worked on a new process to speed up provisioning of infrastructure

• Reviewed contractual documentation to ensure vendor support met required SLAs and to assess

changes required to support on and off shore resources 24/7

Client project (Genesis 10)

August 2006 – September 2006

Senior Project Manager/Business Analyst

• Short assignment to document project and develop a project plan for an in flight project

• Worked as a business analyst and project manager on a major new web initiative for a financial

services company aimed at helping people plan for retirement

• Documented requirements using a variety of techniques to facilitate user acceptance

• Developed project plans to support strategic goals and dates

Northwest Airlines

February 2006 – July 2006

Senior Project Manager/Business Analyst

• PM for the Reservations division on behalf of NWA’s PMO

• Managed a project to install an upgraded workforce management package (eWFM from Aspect),

which is used to manage and forecast the workload for the 1,900 reservation agents in NWA’s five

domestic reservation call centers

• Developed a number of new applications and interfaces using VB.Net

• Implemented a new server infrastructure for the package involving the installation of new

application, web and SQL servers in production and test environments

• Worked with ACD provider Avaya to obtain the “historical feed” data

• Mentored the SME, who was assigned to the project as the BA, to complete the required

documentation Worked closely with the SME to gather requirements for gap analysis, create data

models for the new interfaces and write test requirements

Carlson Marketing Group

August 2005 – January 2006

Program Manager/Project Manager

• Hired as a PM within the Rewards and Recognition area of Carlson Marketing

• Supported the programs and projects of ten major clients (Typically Fortune 500 organizations)

• Led development team that supported and enhanced web sites and other systems that were used by

clients and their customers

• Responsible for all project management deliverables, and resource allocation for his dedicated

development team (BA, designers, developers, and QA)

• Transitioned team from a traditional waterfall methodology process to a RUP based process using

the Rational toolset

• Responsible for financial control of projects as required by CMG’s funding model

Ameriprise Financial

February 2005 – July 2005

Senior Project Manager

• Acted as PM within the Insurance & Annuities division of American Express Technologies (AET)

• Projects involved significant changes to AET’s policy administration systems (Vantage, RPS and in

house systems)

• Managed a team of on shore and off shore resources and coordinated the participation of over 20

different technology groups throughout AET when requirements necessitated making and testing

changes to their systems

• Largest project was estimated at $1.7 million for the technology effort The first phase was

delivered successfully, but future funding was disrupted by changing financial priorities caused by the

spin off of AEFA from American Express

• AET used Method/1 as its project management methodology as customized by American Express

• Used MS Project and Project and Team Workbench (ABT), as well as several in house project

management tools

Allianz Life Insurance

April 2003 – November 2004

Senior Project Manager/Business Analyst

• Worked as a PM within the project management office (PMO), managing two to four projects

simultaneously

• Team sizes varied from five to twenty people managed projects with budgets in excess of $1

million

• Responsible for taking assigned projects from initial approval through to implementation and

worked closely with project sponsors to ensure that the projects met their needs

• Allianz’s project management methodology was independent of the development approach

(Waterfall, RUP or Package) with documented variations for each project’s unique situation

Responsible for project plan creation and maintenance, budgeting, project time tracking, all regular

status reporting, issue logging and follow up, change management and risk management

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• Projects included imaging and workflow for life insurance processing, the use of OCR for insurance

application form processing, and multiple infrastructure projects involving anti SPAM appliances and

desktop upgrades

• Managed the relationships with all vendors during the project life cycle through project completion

• Acted as BA when one was not assigned to projects Involved working on requirements gathering,

RFI and RFP preparation, vendor selection and project proposals

Allianz Life Insurance

December 1999 – March 2003

Team Manager

• Managed a number of different teams (typically with 10 15 team members) incorporating a variety

of skill sets including project management, business analysis, data analysis and database

administration within the life insurance division of Allianz

• Led teams that supported in house and packaged systems administering Allianz’s life and annuity

products

• Had direct and indirect involvement in many of Allianz’s critical projects during this period

including package selection of an insurance system for all of Allianz’s new business going forward

and porting of Allianz’s previous insurance systems to AS/400 technology (i series)

• Spearheaded the use of CASE tools for business, systems and data analysis Oversaw the creation

and implementation of business and data analysis handbooks

• Interacted with business users and management, from a wide variety of different departments and

specialties, in order to ensure that the team and their associated projects were closely aligned with

business goals and objectives This involved communicating with several levels of the business, from

resource and team managers to executive management

• Managed a cost center of over $1 million and performed related budgeting and variance reporting

• Responsible for interviewing, hiring, terminations, performance management, career planning and

development, and day to day work assignments and monitoring for team

Allianz Life Insurance

January 1999 – November 1999

Business/Systems Analyst

• Worked as a business/systems analyst on a number of projects for Allianz

• Responsible for gathering business requirements and producing process models for a repetitive

payment system to handle annuities in payout

• Learned Allianz’s complex settlement options Reviewed packages before working with a vendor to

build a new system

US Bank

February 1998 – December 1998

Release Manager (Program Manager)/Analyst/Team Manager

• Program Manager responsible for the quarterly release process for the Payment Systems division of

the bank Responsibilities included monitoring all of the projects and components that were

scheduled for the current and next release to ensure progress was being made and deadlines were

being met

• Held weekly status meetings with PMs and other key resources from many different areas of the

bank Produced weekly and monthly reporting for senior management

• Following a reorganization, during which the release management role was decentralized to the

individual departments, worked on a number of process reviews, including making recommendations

for changes, on behalf of the senior vice president of Payment Systems

• Defined and negotiated Service Level Agreements (SLAs) for Payment Systems with the bank’s

technology center

• Transferred with the senior vice president (at the VP’s request) to the bank’s technology group

• Managed a team of BAs and QAs on US Bank’s main data warehousing system

Allianz Life (LifeUSA)

April 1996 – January 1998

System (Application) Architect/Business Systems Analyst

• Hired by Allianz to be the system architect on a project to replace their life insurance system

• Worked on a number of projects relating to Allianz’s life and agent management systems including

a complex agent hierarchy maintenance project and changes to agent licensing, contracting and

continuing education support on Allianz’s insurance systems

• Developed a Y2K analysis tool with the result that Allianz did not have to use an external vendor for

the Y2K remediation, saving the company in excess of $500,000

Prudential Preferred Financial Services (PPFS)

May 1995 – March 1996

System (Application) Architect/Business Systems Analyst/Project Manager

• A senior member of a geographically dispersed project team engaged by PPFS to design and build a

new client/server agency system As the System Architect for the project, reviewed the client’s

hardware and software inventories and devised an architecture that made best use of the existing

components

• Reviewed the project development methodology and identified how the required project (business

and systems analysis) artifacts would be stored in the LBMS SE CASE tool

• Project manager for a “proof of concept” project to implement a selected function from business

analysis through to system testing, thereby validating the approach from business user and technical

perspective

• Managed a team of technical specialists (DB2, DBA and methodology consultant) and COBOL and

PowerBuilder programmers

• First point of contact for all discussions on physical and logical data models

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• Worked closely with business representatives to produce ERDs. Provided internal consultancy for

all aspects of business and systems analysis and systems design

Save & Prosper Group Limited

May 1986 – April 1995

Project Manager/System Architect/Chief Programmer/Business Systems Analyst

• System Architect for 5 year, 350 person year development which involved all aspects of analysis,

design an implementation

• Responsible for the corporate data and process models that underpinned the system

• PM for the implementation of a large scale life insurance package, requiring large scale data

conversions and replacement of existing systems Managed subsequent projects to amend legacy

systems to interface with the new relational system holding customer and agent data

• Performed structured business and systems analysis to identify client and agency system

requirements This project involved significant user interaction across the multiple divisions of Save

& Prosper

• Led a package selection and evaluation process for a new enterprise wide life insurance system,

culminating in a recommendation approved by the Board of Directors

• Responsible for all programming and design as Chief Programmer

• Supported systems written in COBOL (using Command and Macro level CICS), Assembler and

Ideal

• Implemented structured programming, design and analysis standards throughout the organization

ADDITIONAL EXPERIENCE

The Continuum Company

Lead Programmer

Save & Prosper Group Limited

Programmer

Schroder Life Group

Programmer

IBM UK Laboratories Limited

Programmer

EDUCATION & TRAINING SUMMARY

PMP certification

Coventry University, England

FLMI (Fellow, Life Management Institute) – LOMA

PCS (Professional, Customer Service) – LOMA

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