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Manager Project

Draper, Utah, United States
May 28, 2018

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*** *. ******** ***** ******, UT Phone: 801-***-**** Functional Project Manager/PMO / Ops Analyst

Award-winning professional with expertise leading programs and projects in the software, process and commercial sector, financial services, oil and gas, and medical systems.

Proven ability to combine vision, creativity, and business acumen in leading project teams in product implementations, project tracking, change management, ISO, customer service/CRM.

Effective communicators with well-developed project management and SDLC methodologies to ensure projects are delivered on time using effective stakeholder communications, quality, and budget controls.

Business-savvy consultant with a rich mix of market research and analysis, product development, relationship building, and operations management. PMO (contractor) seeking a contract or FTE position in the SLC area. Skills

Project management

User Group Facilitation

CRM/ERP team leadership

Experience with large data sets

Software methodology/timelines/budgets

Portfolio Management PPM

Product roadmaps for tech partners

AdvanceMD® integration

Vendor Coordination

IT/Software team mgmt.

KPI, risk, measurement tracking

ISO 9001/QMS/Use Case design


MS Office, office 365

SharePoint, SAP, ERP, NAV, Visio, JIRA

Agile/Scrum/JIRA, Six Sigma/Lean


Great Plains, Tableau BI, Power Point




Dynamics CRM/GP


National Product Awards

SADIE TM for innovation in sales tool web design: EPRIworksTM

INVISION TM for innovation in SaaS software: Powerserve TM Work Experience

PMO/Project Manager-Morgan Stanley Wealth Management Operations Contractor-August 2017-March 2018 (cancelled early)

Served as PMO/ manager for a multi-stage implementation project at MS Wealth Management Operations. Primary responsibilities include general management of implementation planning, software sprints, testing, QA, and vendor coordination. 2

General oversight on project execution to post-production; mitigate team conflicts, and ensure successful completion on-time and within budget

Regional Manager- Mobile App Service Company Contractor –June 2016 – Aug 2017

Regional Manager-enablement for start-up blue tooth beacon mobile app service provider expanding into Utah merchant market. Working with stakeholders in developing product roadmaps, recruitment of sales teams for western US including Utah, Idaho, and Nevada.

Developed functional requirements, power point presentations, and coordinated with in other regional managers for data gathering and trend analysis. MicroFocus/SUSE–Linux Enterprise Software Company (formerly Novell) Functional Analyst/PM SUSE operations 3/2015 to 6/2016

Conducted analysis and operations improvements in support of IHV/ISV Alliance sales operations. Major clients include HP, IBM, SAP, and GE Healthcare. This included risk assessment, ROI, contract data analysis, and business process reengineering with development teams. Developed dashboards for KPI reporting and trend analysis.

Responsible for overall project management and coordination of schedules for projects including discovery sessions, documenting technical upgrade requirements with architects and developers, and RFP creation.

A key objective was implementation of a branded customer portal and back office CRM infrastructure to enhance customer engagements and product sales. Final assignment was working with our Technology Partners DELL, CISCO, and GE Healthcare to develop enablement infrastructure and programs. Executed user workshops and data gathering to formulate functional specifications and use- testing procedures. These were AGILE/SCRUM/JIRA projects using SDLC guidelines.

Served as a liaison with business units, IT, to define scope, priorities, scrum sprints, and schedules to meet expectations for a Salesforce to PivotalTM CRM implementation. Provided management reports and end user testing schedule to ensure user acceptance and training. Energyourway LLC –Private Consulting Company, Process and Commercial Sector Project Manager and Consultant 6/2011 to 3/2015

Implemented a management system to perform ongoing customer/market research and demographic profiling on Oil&Gas industry vendors to identify and capitalize on unmet market needs and opportunities. This included Peoplesoft and SAP procurement system implementations and design.

Another contract included defining equipment requirements, development of marketing plan, product launch, trade shows, and vendor coordination for IR sterilization technology for the Kaiser Hospital network in California. This included integration with AdvancedMD®

Established benchmarks and convinced stakeholder to deploy a web portal to transform previously archaic intranet into a dynamic website improving communication flow and adding an effective data tool for project managers and field service representatives.

Drove software development strategy to align with program goals, and developed ISO guidelines and ERP training programs that enhanced client understanding of product features, costs, and deliverable schedules. This improved confidence in products and increased sales by 20%.

Conducted industry surveys focused on vendor prescreening, service benchmarks, and capitalization. Developed functional requirements and coordinated with internal business units for data gathering and analysis.


Curtiss Wright Oil & Gas Division/Deltavalve-Industrial Manufacturing, Process Sector Operations Analyst, Project Manager, 7/2003 to 6/2011

Conducted industry research and managed installation projects for Deltavalve customers, vendors, and suppliers. ($1-10M), and served as a Project Manager for in-house CRM/ field service support systems using Microsoft Dynamics CRM to enhance mid-term growth objectives and improve customer service. I have a solid understanding of PMI principles and their execution in commercial and industrial applications including in house certification of AGILE/SCRUM, Six Sigma/LEAN, PMP.

Spearheaded rebranding initiative and messaging platform that elevated DeltaValve’s profile as a standalone brand, internally and among industry clients. Grew client base in industrial valve (delayed coking) market by 20% in five years, exceeding performance KPI’s, through promotional events, marcom programs, ISO/QA programs, and user workshops.

Implemented on-going communication, training, and support strategies to nurture trust with key accounts, field support staff, and on-site vendors. This included compliance with state and local safety and on-site operational requirements. This effort cemented long term relationships and encouraged inquiries for follow-on products and services by 30%.

Directed a work team of six in executing all CRM/ERP/NAV enhancements, field service, help desk support, and user workshops. Defined specific team metrics through step-by-step AGILE/SCRUM planning and personally oversaw implementation resulting in better team morale, trust, and communication division wide.

Implemented enterprise tools and processes to monitor and ensure milestones are aligned with project scope. This includes ISO 9001, MSCRM, NAV, AX, Syteline ERP, and Customer Service QA troubleshooting methodologies. .

Earned commendations from internal stakeholders for implementing CRM and business support systems that supported mission goals and enhanced outreach of CW products and services to customers.

CIMdata Inc.-Independent Consulting/Project Management Senior Consultant, Project Manager, 1/1999 to 7/2003

Assumed a lead role in pitch-team meetings due to strengths in presentation and negotiation skills, and helped close major client accounts ($500K to $1M+ initial contracts).

At AMD semiconductor, I negotiated with HR, marketing, engineering, and manufacturing to facilitate the installation of new business (SAP) processes for their manufacturing facilities in US and Asia. This was a $2M, 18 month project involving training sessions, change management, and documentation. Executed programs to align with client KPI’s and developed trust and confidence project deliverables would be completed within scope.

Team member on several AX implementation projects for other commercial clients. Our team was able to reduce expected client costs by more than 50% through business analysis, cohesive documentation, training, and seamless communication between stakeholders. Earlier work experience

Electric Power Research Institute (EPRI)

Project Manager, Marketing Manager, Manager of EPRI Software Center, Assistant to Director R&D Education

Bachelor of Science-Industrial Engineering/Admin, San Jose State University, Ca

Master of Business Administration-Marketing, University of Santa Clara, Ca.

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