JIM DAVIS
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SENIOR PROGRAM / PMO MANAGER
Expertise in Technical / Financial Leadership and Project Management
Dynamic Information Systems Leader with proven customer service, program management, team building and leadership skills.
Technical knowledge and experience in Project and Program management including SDLC, e-commerce, enterprise support,
PMBOK Project Management Methodologies, business applications and system development. Ex pert in all aspects of Microsoft
Office, including Power Point and Microsoft Project. B.Sc. from the University of Waterloo in Computer Science, 1980
Highlights of Qualifications:
Repeated success and accumulated experience in leading projects, departments or services to better address the needs of
the organization, increase productivity and reflect industry best practices.
Senior Program, PMO & Project manager with experience running multimillion dollar, multiyear projects.
Detailed knowledge of IT project management specializing in project and program governance, project process
implementation and improvement, metrics, Service Level Agreements (SLA) and work flow improvements.
Budgeting, financial and business acumen.
Strong customer quality service focus.
Earned reputation as an agent of change; and as a mentor, leader and facilitator.
Proven negotiating skills in ensuring vendor services / contracts congruent with organization’s needs.
Proven excellent written, presentation and verbal communications sk ills.
EMPLOYMENT HISTORY:
2008 – Present
ARIUS SOFTWARE, Waterloo
Program Director (2008 – Present)
As Senior Program Manager am directly responsible for all aspects of Project Management and solution delivery for the
company. This includes initial RFI/RFP responses, through to delivery and handover to support. Responsible for implementing
project management processes, procedures, training, project health reporting, financial controls, resource management and
governance in an SDLC environment.
Reporting to the President, directly accountable for all client delivery, staff and financial management. Implemented new
procedures to track, monitor and adjust financial margins to ensure stable profitability. Implement new support process
models and SLAs to meet the needs of individual clients.
2006 – 2008
CGI, Waterloo / Markham / Halifax
Senior Project Consultant CGI Project Management Office (2007 – 2008)
As a Senior Member of the Project Management Office for the GTA Division of CGI; manage the monthly Engagement Service
Project reporting for a total of $73 million in client initiatives. Accountable for ensuring that Project Director reporting and plans
are accurate, plans are concise and that any “move to green” mitigation plans are supported and attainable.
Directly responsible for the implementation of a standard SDLC methodology across the Division includes common processes,
procedures, documentation and templates. Also included is the over all training, governance and audit of the methodo logy. with the intent
to decrease project costs, increase capability of project health checks / audits, protect CGI interests through the existence of
standardized client project documentation, support ISO and CMMI (Capability Management Model, IT) compli ance and enhance ability to
effectively utilize a truly global delivery mechanism
Senior Project Consultant, Economical Insurance, Personal Lines Re-Hosting (PLR) Property Project (2007)
As the Program Manager for the Property Project within Economical’s PLR initiative, managed 27 CGI and 6 Economical staff during the
Business Requirements, System Design and Test Case Definition phases.
Developed and presented an optimization process which streamlined and expedited delivery of the enterprise application. T hese changes
were incorporated by the client, shortening this phase of the project by six months.
Program / PMO Manager, Manulife HealthPro, Benefit and Claims Administration System (2006 - 2007)
As Program Manager of Manulife’s HealthPro Project Managemen t Office, lead and support various aspects of the project to ensure the
Maritime Life application is at operation readiness, and functionally enhanced to accept the Manulife Financial Group Benefit s’ block of
business. This includes acting as Project and P rogram Manager during project start up, and in support of staff transition.
Accountable for initiating a PMO in Waterloo, including staff recruiting, processes, procedures and governance models in supp ort of the
program.
Responsible for resource managemen t of 62 application development and support staff in Waterloo, Halifax and Bangalore, India.
Developed detailed release plan, including Program Plan, schedule, detailed WBS and resource plan for all staff in Waterloo, Halifax and
Bangalore, India.
2004 – 2006
SUN LIFE FINANCIAL, Waterloo / Toronto
Director IT Organizational Effectiveness / Program Manager E-Business, Group Benefits (2005 - 2006)
As Director of OE for Group Benefits IT Division, managed, and was accountable for, best practices in su pport of Project
Management, Systems Quality Assurance, Baseline Support, Business Systems Analysis and Project Portfolio Management;
managed teams of senior ASP and Java developers; was responsible for Group Benefits Plan Sponsor Services Program (PSS)
e-business system enhancements and initiatives; and directly accountable for all project budgets.
Initiated and project managed the implementation of a Project Portfolio Management System that tracks and manages all aspects of
Project Management in GBIT for 176 separate projects, totaling over 45 Million dollars P.A. in internal effort.
Manage staff and projects related to the administration systems for Group Benefits e -business systems’ development life cycle (SDLC),
including: business partner relationship ; business requirements gathering; Technical and User Acceptance Testing (TAT / UAT);
implementation and knowledge transfer to steady state support.
Senior Program Consultant (2004)
Responsible for project development and management of the Sun Life Finan cial Canadian Division Business Continuity Project. A multi -
year project, this included all aspects of Business Continuity from initial response through to return to normal, including g ap analysis and
situational readiness.
Successfully managed and implem ented the Integrated Health Marketing Plan for Individual Life Division, including all advertising, sales
conference integration and WEB enhancements.
2001 – 2004
WORKPLACE SAFETY & INSURANCE BOARD OF ONTARIO, Toronto
Director, IS Customer Care & Vendor Relations Practice Lead (2003 - 2004)
Managed four senior team leaders, 93 staff. Directly accountable for the department’s budget, totaling $13 million in annual expenditures.
Successfully developed and implemented a strategy that brought together services to form a customer advocacy group in Information
Services, comprising Customer Relationship Management, Service Level Management, Call Centre Management, SDLC, Change
Management, Incident Management, Metrics, and Vendor Management.
Instrumental in combining above-mentioned departments in the creation and support of Service Level Agreements (SLA) between IS,
vendors and the business community including, balanced scorecard. This included stewardship of all contractual agreements and audits
via monthly reports with supporting financial, incident and transaction metrics.
Manager & Practice Leader, IS Vendor Relations (2001-2003)
Managed five senior subject matter experts and 65 staff, for such services as Call Centre, break -fix, desk side support, image build, software
distribution and other vendor supplied strategic services. Directly accountable for the department’s budget, totaling $ 11 .5 million in annual
expenditures, and for managing the IS contract portfolio, totaling $400 million in face value.
Created a department within Information Services to manage all out -sourced IT services and document Service Level Agreements (SLA)
to attain maximum strategic value.
Initiated the implementation of vendor service audits, SDLC standards on vendor builds. vendor scorecard, metrics and monitors,
ensuring contractual compliance. Also initiated a change in vendor -delivered services from one of contractual compliance to that of
service delivery where appropriate.
Instrumental in increasing customer satisfaction index for vendor-delivered services (IBM) from 65 to 95 (results based on statistics from
an independent external auditing firm).
MANULIFE FINANCIAL, Waterloo / Toronto 1987-2001
Senior Project Manager & Manager Desk Top Solutions (2001)
Managed Desk Top Solutions Department responsible for all Lotus Notes, MS Access and MS Office development, achieving first -ever
development standards (SDLC) including those applications for Client Relationship Management systems (CRM), vendor partnersh ip with
Metafore, SQA, application support, documentation and engagement procedure.
Successfully managed various projects, including Product Implementation Team, Manuscript Volumes Project, ESI Conversion and shut-
down of Pay Direct Drug System.
Director, IS Contract and Vendor Management (1998-2001)
Created a new vendor relations department within Information Services to negotiate all contracts, document Service Level Agre ements
(SLAs) and support and foster the use of vendor -delivered solutions, ensuring they maximized Manulife Financial’s global IS purchasing
power and included all legal protections. Directly accountable for the department’s budget, totaling $1.2 million in annual expenditures;
ensured that costs reflected a favorable ROI on savings and / or services rendered by vendor community.
Redesigned the IS invoice payment process, eliminating late payment charges of $170,000 p.a., reducing head count by three an d
increasing knowledge of vendor spending patterns.
Drove the implementation of a contract database for vendor service consolidation, to realize maximum benefit from vendor expenditure
and proactive contract negotiation.
Negotiated savings in 2000 in excess of $4.8 million.
North American Distribution Services Director (1992-1998)
Planned and created a seamless and cost-effective document management and distribution network, comprising records management,
imaging services, Electronic Print On Demand (EPOD), mainframe print, reprographics, forms inventory and travel services, to meet the
diverse needs of users across North America. Managed 125 staff, in seven departments in four locations, including Toronto. Directly
accountable for the department’s two budgets, totaling $18 million in annual expenditures, keeping costs flat despite increas ing volumes.
Managed five AMX travel service staff and 18 Xerox staff.
Kept abreast of new products, services and technologies offered by the vendor community to ensure their optimum competitive u se within
the organization.
Negotiated, implemented and maintained all vendor contracts and RFP processes relative to the department’s functions, maximizing
service deliverables and controlling costs.
Introduced metrics, productivity initiatives and process re -engineering, which resulted in flat costs during a time of unprecedented growth
and merger activity.
Manulife Financial, Manager, Technical Facilities Support 1987-1992
DIGITAL BUSINESS COMPUTERS, Manager, Customer Care 1986-1987
J.M. SCHNEIDERS INC., Information Centre Manager 1984-1986
CONESTOGA COLLEGE, Teacher 1984-1990
J.M. SCHNEIDERS INC., Supervisor, Computer Operations 1981-1984
EDUCATION & PROFESSIONAL DEVELOPMENT
B.Sc. Computer Science, University Of Waterloo Management Training Program Various PMI PM courses
Advanced Project Management E-Commerce Concepts Effective Performance Appraisals
Effective Business Writing Advanced Budgeting All OH&S Programs