Patrick Phalen
Summary
Successful Information Technology Leader who can be described as business
process focused, relationship builder, action oriented, expeditor, and
driven for success. Professional Services experience derived from
performing Software Development throughout all Life Cycle phases, using
structured development practices such as PMI Principles, Six Sigma, and
other client specific methodologies. Proven leadership managing cross-
functional, concurrent projects. Experience with Proposal Generation,
Client Engagement Management, and people management
Qualifications Profile
> Provide strategic leadership to business and IT organizations,
partnering with client business stakeholders to deliver Business
Intelligence Solutions, across Sales, Marketing, and Market Research
organizations.
> Strengths include client engagement leadership, providing Portfolio,
Program and Project management guidance across full software life cycle
development.
> Successful Professional Services implementation leader, responsible the
entire client engagement life cycle including business development,
proposal generation, project implementation, Provide creative solutions
to time sensitive customer issues to ensure success of the business.
> Adept at anticipating and identifying project and process risks and
issues, determining root causes of problems, negotiating mitigating
actions, and resolving issues without loss.
> Maximize business efficiencies by measuring Service Level Agreement
(SLA) and other necessary project metrics, leveraging successful change
management and driving cost minimization through the implementation of
the process and quality improvements, utilizing Six Sigma and standard
Project Management methodology.
Selected Achievements
> Led the technology team on a cross-functional RFP for Johnson &
Johnson, resulting in a 5 year, $110MM engagement with increased
company margin at the account. Served as the Engagement Manager for
the account, leading the cross-functional team in implementing the new
contractual deliverables.
> Led the Engagement Management team across a diverse portfolio of
Healthcare and Consumer Packaged Goods (CPG) companies, including
Johnson & Johnson, Novartis OTC, Pfizer Consumer Healthcare, M&M Mars,
Wyeth Consumer Healthcare, Bayer Consumer Healthcare, Pinnacle Foods,
Cadbury Adams, Diageo Spirits, Welch's, and others.
> Professional Services Implementation Lead, delivering Advantage
Solutions to Tyson Foods, Dannone Group, USA, and Florida's Natural
with a high degree of quality, on time, and within project budgets.
Maintained close client relationships during initial roll-out, leading
end-user technology support
> Managed and participated in multiple Six Sigma initiatives, which
resulted in increased resource utilization, better project timeliness,
increased quality, and increased client satisfaction, leading to an
average yearly revenue growth of $3.5MM over a 5 year span.
Professional Experience
Express Scripts - Integration Project Manager
September 2012 to November 2012
Responsible for Client Data Exchange migration from Express Scripts "West"
to Legacy "East" (Medco) systems and infrastructure. Project entails
migration of historical client data, client business rules, and porting a
business user interface to facilitate client set-up and ongoing system
maintenance. The current project budget is approximately $10MM dollars,
using local and off-site resources, including on shore subject matter
experts, as well as off-shore Business Analysts and Developers across
multiple functional areas.
General responsibilities:
. Creating Project Plans and gaining alignment among cross-functional
stakeholders
. Maintaining Project Status Reports, Risk and Issue logs to Executive
Leadership
. Creating phase funding request documents, and tacking actual spend versus
budgeted forecast
. Maintaining cross project dependencies among Project Managers and the PMO
Symphony IRI Group(Formally Information Resources, INC.) - Fairfield, NJ
1998 to August 2012
Vice President, Professional Services
Served as a VP for the Professional Services Implementation team,
responsible for delivering Advantage, IMPACT and other Web-based
business intelligence solutions to Consumer Package Goods (CPG) and OTC
Pharmaceutical clients. Primary responsibilities included:
. Served as the client-facing liaison working with client and internal
stakeholders, holding cross-functional IT and business resources
accountable for Project milestones and meeting delivery and support SLAs
to meet client business needs.
. Provided implementation strategy, including user acceptance and end-user
support, risk management and mitigation, change management, and ongoing
process improvement.
. Typical engagements included implementation durations of 9 - 18 months,
with ongoing support lasting two to three years. Lead project teams of
five to seven area leaders, responsible for both on and off-shore
resources, to overall project budgets of between $1 and $2.5MM.
. Successfully delivered Point of Sale (POS) and Consumer Data (Panel)
solutions to Tyson Foods, Dannon Yogurt, Florida's Natural, Butterball
Foods, and Smithfield Foods on time, within project budget and with a high
degree of client satisfaction.
Client Engagement and Program Management Functions:
. Directed the Project Management and Software Development organization
across SIG's entire OTC client portfolio. Created desktop and web-based
data visualization tools for Marketing and Sales users across a variety of
OTC and CPG clients. Partnered with client IT departments and their third-
party consultants on various Data Integration and Data Warehousing
initiatives actively managed multiple concurrent projects across multiple
clients.
. Strategic Planning: Partnered with client business leaders to serve as a
liaison between the business unit and IT stakeholders to ensure alignment
with company capabilities and developing strategic technology migration
plans. Fostered Client Partnerships by acting as the primary client
interface and advising clients on strategic business/technical issues.
. Responsible for ongoing client deliverables and monthly operations,
including change management. Performed Business Needs assessments and
generated Client proposals, including scheduling, project scoping and cost
information. Participated in client renewal and new business RFPs
. Lead client stakeholder meetings, including project metric tracking and
client satisfaction surveys.
. Develop strategic alliances and ensure that client expectations are set
in the sales and delivery process.
. Keep senior management and customers apprised of Program Status and
escalated issues as needed.
Process Development and Process Improvement projects.
. Led a Six Sigma project to reduce variability in project resource
estimates, resulting in an increase in resource billable utilization,
leading to increased revenue and profitability for the group.
. Developed cross-area resource sharing and create processes for off-
shoring development, including the creation of SLAs and the associated
tracking metrics.
. Led an internal effort to standardize PM Processes and practices,
including the creation of standard Scope, Change Management documents and
processes. Tailored PMI processes to fit into SIG's internal development
policies.
. Added the RACI model to the standard processes to clearly identify
project roles and responsibilities. Trained the PM and development team
in the utilization of the documents and processes.
. Set up KPIs to track resource utilization and key Project metrics,
including timeliness and quality, as well setting up Alerts to help
Project Managers and Senior Management get an early indication of at risk
project delivery
Team Management Experience:
. Responsible for leading on and offshore teams, consisting of Software
Developers, Project Managers, Engagement Managers, and Operations Managers
. Provided leadership and identified the career development of staff by
establishing training needs and development opportunities. Fostered a
performance culture environment.
. Reviewed performance appraisals of staff and determined salary increases,
promotions, and bonuses for approximately 10 people
. Mentored staff to remain aligned to the high profile performance
expectations of the organization. Transitioned team through several
restructurings.
Client Specific Projects:
. Created a custom version of an SIG syndicated shelf-assortment tool for
Bayer Consumer Healthcare Sales Team.
. Consulted with the Wyeth Consumer Healthcare IT department and third
party vendors to integrate SIG data into their Siebel Post-Promotional
analysis system.
. Developed a custom, multi-data source integration engine for the M&M Mars
snack division, enabling a better sense of the business health to their
senior management.
. Delivered New Item trackers allowing clients such as Pinnacle Foods,
Welch's, and Wyeth Consumer Healthcare get an early read into the success
of new product initiatives
. Created a custom Out of Stock solution for the Cadbury Adams Gum business
allowing them to prioritize their supply chain management for the most
efficient production and re-tooling of their manufacturing lines.
ITT Avionics - Clifton, NJ 1998 to 1998
Senior System Engineer
Senior System Engineer in the Advanced System Engineering Section.
Responsible for proposing next generation Electronic Warfare systems.
Primary responsibilities include:
. Perform system Trade Studies of existing and proposed technologies.
. Manage design meetings with Analog, Digital, Mechanical, RF, and
Software design groups.
. Prepare and present system proposals, scheduling and budgets to
Customers and Company Management.
.
US Army, Picatinny Arsenal - Dover, NJ 1989 to 1998
Software Development and Simulation Project Manager
Project Manager for Software Development, Simulation Development, and
Simulation Verification and Validation efforts. Managed remote and
onsite Government and Contract employees. Responsible for managing 14
people to a $2M budget. Additional responsibilities included technical
issues resolution by serving as the Lead System Engineer.
. Management Responsibilities included project planning, scheduling,
budgeting, and milestone / resource tracking. Issue Escalation and
resolution.
. Held weekly status meetings with contractors to monitor status of
activities that occur on the project off-site. Held monthly or
quarterly in person project reviews. Kept Program Manager apprised of
project status on a weekly basis.
. Overall technical responsibilities included writing test plans,
scheduling tests, overseeing simulation runs, witnessing software QA
functions, analyzing test results, defining functional, performance
and system requirements.
. Managed remote vendor agreements that provided software integration,
and testing.
. Managed a Product Improvement Software Development effort. This
effort consisted of upgrading an existing software suite from embedded
Assembler Code and Analog ASIC logic into C Code. Responsibilities
included reviewing specifications and design documents, and performing
Software QA functions including witnessing Unit Test, Software Quality
Tests, System Performance Tests, and performing Code walk-through.
. Led Field Testing of smart weapon systems. Planned, staffed and
budgeted field tests; coordinated test support among Government and
contractor personnel.
. Performed data reduction and system performance analysis. Recommended
corrective actions and design modifications based upon analysis
results. Modified and debugged existing analysis code to meet
changing analysis requirements.
Technology
Platform/Programming: Oracle, Oracle Express, Java/JavaScript, HTML,
Visual Basic,/VBA, C/C++, Web Sphere, Active Directory (LDAP), SSO (SAML)
Office Tools: MS Project, Excel, Word, PowerPoint, Access, Visio
PM /Collaboration Tools: SharePoint, Confluence, Quickbase, Planview
Education
Master of Science in Information Systems Management, Stevens Institute of
Technology, Hoboken, NJ
Project Management Certification, Stevens Institute of Technology,
Hoboken, NJ
Bachelor of Science in Chemical Engineering, New Jersey Institute of
Technology, Newark, NJ
Principles of Modern Radar, Georgia Technical Research Institute
Personal
Boy Scout Leader
Certified Travel Soccer Coach
References furnished upon request
31 Sylvan Pine Brook, New Jersey 07058
*******@*****.*** ( 973-***-****