Management Manager

JOHN E. BORTZ, JR.

** ******** *** **. ***********, MA 01950 508-***-**** *******@*******.***

SUMMARY

Dynamic Information Technology leader with over fifteen years of progressive management experience. Accomplished at

building and directing multidisciplinary teams through complete IT lifecycles. Significant experience in developing and

implementing IT strategies and enterprise architectures to optimize IT investments. Full P&L and staff responsibility.

QUALIFICATIONS

LEADERSHIP:

Strong team building, team organizing, and team retention skills.

Expert in the formation and execution of Information Technology strategies – Decisive IT leader.

Excellent communication, relationship management, negotiation, and vendor management capabilities.

APPLIED TECHNOLOGY: Accountable for the selection, implementation, and support of complex IT solutions.

Business Intelligence tools (Business Objects, Actuate, and COGNOS).

Data warehousing (SQL Server, Oracle, and Eagle/PACE).

Content Management (Interwoven) CRM packages (Siebel, ONYX/Consona, and Salesforce.com).

Web-based (IBM WebSphere Portal).

APPLIED APPROACHES/METHODS:

Enterprise Architecture (EA): Zachman, TOGAF, and custom developed EA frameworks.

Program/Project/Process: ITIL-ITSM, CMMI (SEI’s Capability Maturity Model Integration), PMI/PMM, Six Sigma.

SDLC: Agile (Scrum), Rapid Application Development (RAD), Rational Unified Process (RUP), and Waterfall.

PROFESSIONAL EXPERIENCE

SENIOR DIRECTOR OF IMPLEMENTATION SERVICES 2009-Present

Bottomline Technologies, Portsmouth, NH

Full accountability across all client software implementations for large corporate clients including business development,

architecture and planning, execution and delivery, relationship management, and P&L responsibility.

SENIOR DIRECTOR OF TECHNOLOGY & OPERATIONS INTEGRATION 2007-2008

Bank of New York Mellon Corporation – BNY Mellon Wealth Management, Boston, MA

OBJECTIVE: Integrate the Technology and Operations platforms of two large Wealth Management businesses to enable

their merging (Mellon Financial and Bank of New York) into a single $180B Wealth Management business.

RESPONSIBILITY: Led a Program Team of 200 Technology and Operations professionals. Owned and managed a

Merger & Integration budget of $53MM. Led the architecture planning and selection of all target “end-state” technology

and operations platforms, and the decommissioning planning for all targeted “sunset” applications. Owned the execution

of all integration and conversion projects (50+ projects). Led all key program communications.

RESULT: The integration program and all key projects were delivered on time (hit all key milestone dates) and under

budget (favorable variance subsidized additional IT initiatives). All sunset applications were retired as scheduled

resulting in the successful capture of forecast cost synergies. No Client attrition – retention was 100%.

CHIEF TECHNOLOGY OFFICER – FIRST VICE PRESIDENT 2003-2007

Bank of New York Mellon (Mellon Financial) – Mellon Private Wealth Management, Boston, MA

Efficiently managed annual technology budgets in excess of $35MM, and developed and led staff of 100+ FTE.

Recruited and formed an Enterprise Architecture & IT Planning Team to develop and manage a comprehensive multi-

year technology strategy and roadmap that was approved, funded, and executed.

Maintained program ownership/sponsorship of all capital technology projects in the strategic roadmap for example:

Delivered a multi-million dollar industry leading Wealth Management portal for Mellon’s Family Office business.

Successfully delivered a consolidated data strategy through the use of Data Warehouse and Business Intelligence tools.

Successfully lead the implementation and deployment of a national CRM platform (1,200 sales officers and advisors).

Successfully lead the conversion of PWM’s performance and analytics platform to an outsourced solution.

Infrastructure planning – developed and implemented a national server consolidation and network/WAN optimization

strategy to more effectively deliver applications, data, and services to a national footprint of regional offices.

Developed strong offshore partnerships to effectively increase capacity without quality compromise, and lower cost.

Effectively managed and successfully completed all corporate and regulatory technology audits (e.g., Sarbanes-Oxley).

Awarded 2005 Information Week Top 150 Technology Organizations.

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PROFESSIONAL EXPERIENCE – CONTINUED

CLIENT PARTNER 2001-2003

netNumina Solutions Inc., Cambridge, MA

Developed an early-stage consulting practice (FS, Healthcare, Insurance, Bio-Pharma) into $15MM/year line of business.

Developed “go-to-market” service offerings around technology strategy, enterprise architecture and planning, systems

integration, business process transformation, and large-scale IT program/project management.

Responsible for the execution of large consulting engagements delivering technology strategies, enterprise architectures,

business and technology roadmaps, and IT program/project management solutions.

SENIOR MANAGER – SYSTEMS INTEGRATION 1997-2001

KPMG Consulting, Boston, MA

Successfully led multiple large-scale systems integration projects for large public and private sector organizations (e.g.,

Web/Portal, Business Intelligence, Data Warehouse, CRM, BPM(S), trading systems, securities processing) for example:

Led multiple work teams responsible for aggregating disparate product web sites into a single integrated benefits portal

for a major Insurance firm’s institutional line of business. Effectively applied OOAD principles to define system

requirements and design specifications. Managed portal projects through entire system development lifecycles.

Led the development of an enterprise workflow automation solution for a large non-profit health plan.

Successfully managed an enterprise Business Process Management (BPM) engagement for a large Insurance firm.

Delivered “reengineered” processes (with enabling BPMS technology) on time and on budget.

Directed a comprehensive MIS architecture assessment for a large Insurance firm’s retail operations. Formulated a

new technology architecture enabling the following strategic initiatives: advisory-based product choice, Straight-

Through-Processing and superior retail distribution capabilities. Provided detailed delivery estimates and project plans

for all technology initiatives. The approved assessment resulted in the award of key delivery contracts.

Managed the design and development of a web-based revenue and compensation system for a global investment

management firm. The system integrated directly with the firm's main transaction processing and accounting systems.

Retired all of the firm's legacy revenue and incentive compensation systems.

PROGRAM MANAGER 1994-1997

BankBoston, Boston, MA

Managed process improvement and technology automation projects for the bank’s corporate services division.

TECHNOLOGY/OPERATIONS CONSULTANT 1992-1993

Trans Ocean Ltd. (MBA Co-Op), San Bruno, CA

Managed the design and development of a global tracking system for an international lessor of shipping equipment.

REPRESENTATIVE CONSULTING CLIENT LISTING 1997-2003

From NetNumina and KPMG Consulting Engagements

GE, Goldman Sachs, Morgan Stanley, Johnson & Johnson, GlaxoSmithKline, Kaiser Permanente, FleetBoston Financial,

Prudential, MetLife, Fidelity Investments, Nationwide Financial, American National, State Government Agencies.

EDUCATION

NORTHEASTERN UNIVERSITY, Boston, MA 1994

Master of Business Administration

SYRACUSE UNIVERSITY, Syracuse, NY 1991

Bachelor of Science

COMMUNITY SERVICE

NEWBURYPORT EDUCATION FOUNDATION, Newburyport, MA 2008-Present

Fundraising Committee Chairman

BOSTON CHILDREN’S HOSPITAL, Boston, MA 2008

Miles for Miracles Team Member (Runner) New York City Marathon

NATIONAL MS SOCIETY, Central New England Chapter 2006

Marathon Strides Against MS Team Member (Runner) Boston Marathon

UNITED WAY / MELLON FINANCIAL, Boston, MA 2005-2006

Campaign Coordinator

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