Six Sigma Sales

Jean Donnelly

Process Owner at EnerNOC

*****************@*****.***

Summary

Dynamic, highly accomplished business leader with extensive experience driving growth initiatives and

productivity. Proven accomplishments in operations management and process improvement efforts to increase

business performance, enhance quality, and increase customer satisfaction. Action oriented Lean Six Sigma

Leader with program management experience and 15 years proven success in multi-million dollar programs.

Strong experience in multiple Industries: Financial Services, Life Insurance, and Aerospace - both

manufacturing and services.

Strong Interest in Renewable Energy Markets and Wind Power

Specialties

Operations Management

Business Process Improvement & Reengineering

New Product Introduction, Product Development

Lean Six Sigma Methodology & Tools

Strategic Planning, Process & Organizational Redesign

Client Engagement/Relationship Management

Metrics, Benchmarking, & Balanced Scorecard Development

Program Management

Change Management Deployment

Experience

Process Owner at EnerNOC

March 2012 - Present (2 years 2 months)

EnerNOC is a leading provider of demand response and energy efficiency solutions As a Process Owner, I

am responsible for improving the overall health of EnerNOC’s core business processes in order to deliver

sustainable bottom-line business results.

Director of Operations at TEDx Somerville

December 2011 - Present (2 years 5 months)

Created in the spirit of TED’s "ideas worth spreading" mission, the TEDx program is designed to give

communities, organizations, and individuals the opportunity to stimulate dialogue through TED-like

experiences at the local level. Our theme this year is "Creative Economy...Sustainable Community" and will

feature innovative thinkers from Somerville speaking on issues and spreading interesting ideas.

1 recommendation available upon request

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Board Member at Youth Advocacy Foundation

2011 - 2012 (1 year)

Director of Operations at TEDx Somerville

2011 - 2012 (1 year)

Vice President Board Operations at Fidelity Investments

November 2008 - April 2011 (2 years 6 months)

Responsible for management and leadership (across 5 Fund Boards, over $1.4T AUM, >350 Funds) for all

Fidelity Asset Management Board processes, and formation and execution of strategic initiatives (technology,

workflow et al). Managed headcount, budget (both technology and operational) and strategic planning for

cost center. Ensured annual approval of management contracts and fund oversight. Developed 5 year strategy

development for Board and Product Development organizations. Led implementation of a next generation

Web Portal for Board members and conversion of old site. Conducted organizational analyses of Board

Group, Product Development team, and greater Asset Management Operations teams (over 500 employees)

for senior leadership.

VP, Process Innovation Consultant at Fidelity Investments

January 2007 - November 2008 (1 year 11 months)

Worked across asset management division to develop business plans and strategies as well as analyze and

solve critical business problems. Led development of a new NPI process for bringing new mutual funds to

market, which included working with sales channels, legal, finance, and product development teams. Led

regulatory filing process redesign for the Chief Compliance Officer. Led review of Proxy Voting

Workstation that initiated the design of a new software platform. Designed and executed process analyses for

Fund and Index set up, quality, distribution processes and resource planning that were the basis for the team

organizational, and technical strategies. Developed training comparing Lean concepts and Six Sigma. Key

player in the set up of the internal consulting group, developed metrics and pipeline processes. Led training

of all Investment Services employees on the concepts of Six Sigma and process improvement. Worked with

both internal and external clients of the asset manager to develop end-to-end processes.

Senior Director Program Management at Fidelity Investments

June 2005 - January 2007 (1 year 8 months)

Key player in selection and budgeting of new recordkeeping system for FILI’s System Modernization Efforts

($55M project); Managed the analysis, development, and UAT teams for the business. Led client services

teams in Business Process Re-design and requirements development through use of six sigma tools. Led

evaluation of processes and products for improvement and movement to new rules based technology.

Reported to Senior Management on initiative and updates. Drove business perspectives and requirements in

the formation of vision, strategy, implementation and maintenance of the new technology.

Director, Annuity Operations at Fidelity Investments

March 2003 - June 2006 (3 years 4 months)

Led team of customer service representatives for all annuity operations for Fidelity’s life insurance company,

approximately $12B annual sales. Implemented critical process improvements (including market timing, sales

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paperwork processing, and training) utilizing six sigma methodology. Led Company-wide initiatives to

improve business processing with diverse sales channels including IT enhancement and sales initiatives.

Presented to SEC regarding life insurance procedures around market timing, designed and implemented new

rules. Managed relationships with phone service, sales, and external partners.

Six Sigma Master BlackBelt at GE

2000 - 2001 (1 year)

Co-Located at one of GE’s largest stockholder’s insurance division to pilot At the Customer, For the

Customer activities. Initiated implementation of Six Sigma program at client, consisting of launch of 25

projects to improve internal and external processes. Presented to FILI’s senior teams on six sigma initiatives,

and training. Increased the breadth of the FILI/GE relationship from 1 product to 5 different products. Led

new product development process for new deferred annuity to market tailored to Fidelity’s need ($80M

production in 6 months). Led project to introduce FILI’s first private labeled immediate annuity to Fidelity’s

Market ($250M project). Led DMAIC projects to reduce cycle time on issuance of annuity contracts.

Assistant VP, Sales & Operations Leader at GE

1998 - 2000 (2 years)

Managed a team of 30 individuals including internal sales, audit, and customer engagement for sales and

production of $750M of structured settlement annuities annually. Initiated and led projects to improve

transaction processes and address customer concerns which included quote software re-engineering. Acted as

key contact with over 100 structured settlement brokers across the US. Quantified customer feedback and

initiated six sigma product and service improvements for the field. Created and delivered client

presentations, collected product development feedback, provided subject matter expertise for projects,

redesigned distribution channel strategy

Aircraft Engines - Six Sigma BlackBelt at GE

1996 - 1998 (2 years)

Chosen for first wave of black belts at GEAE. Educated and trained plant personnel on use of Six Sigma

tools as well as Lean Production. Led organizational change through education and projects. Successfully

completed multiple projects with an average DPU reduction of 80% and average project savings of over

$100K per project. Proposed process technology improvements, capital expenditures and led WorkOuts.

Designed New Facility layout for GE90 engine overhaul. Facilitated meetings between union workers and

senior management.

Process Engineer and Leadership Development Program at GE

1992 - 1996 (4 years)

Rotated through 4 assignments in manufacturing including: line supervisor, production control, engine

assembly and quality engineering

Skills & Expertise

Quality Management

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Product Development

Operations & Management experience

Consultancy

Program Management

Business Process Improvement

Lean Initiatives

Six Sigma

Team Management

Management

Lean Manufacturing

Cross-functional Team Leadership

Change Management

Project Planning

Strategy

Project Portfolio Management

Business Process

Process Improvement

Leadership

Analysis

Training

Business Planning

Strategic Planning

Education

The University of Edinburgh

MBA, Business, 2001 - 2002

Activities and Societies: Received John McFarlane Leadership Award

Rensselaer Polytechnic Institute

BS, Industrial Engineering, 1988 - 1992

Honors and Awards

Certified Six Sigma BlackBelt and Master BlackBelt from GE

Interests

Soccer, Hiking, and Travel

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Jean Donnelly

Process Owner at EnerNOC

*****************@*****.***

1 person has recommended Jean

"Jean was the behind-the-scenes hero of TEDxSomerville. Her efforts in managing a team of 30 volunteers as

well as handling all logistics and operations were absolutely crucial to the success of the inaugural event.

Most attendees did not notice the Herculean effort of her and her Operations team, and that was due to

near-perfect planning. Her approach is very collaborative, yet critical when necessary and can push-back in

areas to ensure a high quality outcome. Based on my experience working with her, she would be a huge asset

to any organization. I welcome the opportunity to work with her again."

C. Todd Lombardo, Founder and Executive Director, TEDxSomerville, worked directly with Jean at

TEDx Somerville

Contact Jean on LinkedIn

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Contact this candidate