Project Manager Management

DAVID "KAM" SMITH, MBA

** *. **** ****** . ****** City, MO 64113

816-***-**** . *********@**.**.***

IT PROJECT MANAGER

IT Business Liaison . Project Management (Waterfall & Agile methodologies)

. Team Leadership /

Process Improvement . Problem Solving . Training / Development .

Performance Management

Technical Writing . Outsourcing . Logistics . Leadership . Critical

Thinking . Decision-Making

Proposal and Scope of Work Development . Multiple Simultaneous Project

Management . Communication

Waddell & Reed . Shawnee Mission, KS . 9/2012 - 9/2013

Senior Project Manager/Consultant

Led a successful Siebel CRM upgrade to support the Ivy Funds Wholesale

business branch. Managed a 3rd-party systems integrator and up to 15

internal project team members implementing upgrades for three related

technologies including Siebel, Trillium data cleansing and Verivo mobile

CRM applications.

Concurrently project managed an implementation effort to replace Email

archival and eDiscovery software solution (Autonomy / HP) for corporate

Compliance and Legal departments. Team tested enhancements and bug fixes in

base product and de-duplicated several thousand Email account records.

Published an RFP for the Email archival application listed above to 'vet'

other cloud-based solutions.

Kana Software . Overland Park, KS . 4/2011 - 7/2012

Project Manager/Senior Consultant

Project managed 12 UK-based upgrade projects simultaneously for customized

Lagan Enterprise case management products for public sector service

organizations.

Led several client implementation projects upgrading to new versions of

Kana IQ Knowledge-Base and Response automated email response applications.

JP Morgan Retirement Plan Services . Kansas City, MO . 9/2008 - 3/2011

Senior Project Manager/Consultant

Managed multiple distributed environment software maintenance, enhancement

projects and bug-fix releases for web-based financial retirement management

systems.

Facilitated quarterly software releases and multiple weekly meetings to

operations management and staff for reporting status.

Utilized Agile / SCRUM techniques and tools for managing software

enhancements and break-fix changes.

Insurance Company of the West . San Diego, CA . 7/2008 - 9/2008

Senior Project Manager/Consultant

Project managed and conducted business analysis activity for an insurance

client evaluating Enterprise Content Management systems including

requirements definition, RFP development and conducting weekly status

meetings to report progress, issues and action items.

Yellow-Roadway Corporation . Overland Park, KS . 5/2007 - 2/2008

Senior Project Manager/Consultant

Implemented large-scale IT data access system for a national trucking

corporation involving multiple project teams across multiple programs.

Oversaw critical back-end quality assurance processes including unit tests,

system integration tests and user acceptance testing.

Utilized structured project management methodologies and tools including

standard SDLC practices, Microsoft Project Server and Clarity.

Managed project scope, risks and issues. Project managed IT infrastructure

initiative to migrate Oracle databases between hardware platforms.

AMC Entertainment . Kansas City, MO . 4/2006 - 5/2007

Senior Project Manager/Consultant

Managed multiple IT data services projects, supported technical team

through analysis and documented process flow diagrams to support the

extraction of competitive pricing data. Managed data warehousing

initiatives including concession sales reporting, payroll and other

projects.

DAVID "KAM" SMITH, MBA . Page 2 . *********@**.**.***

KLREC, Inc. . Kansas City, MO . 9/2004 - 4/2006

President/CEO

Traded own asset portfolio using advanced trading techniques. Utilized

delta neutral/theta positive strategies and/or adjustments. Utilized high

probability Elliott Wave 4 and 5 setups for directional trading.

Global Manage, Inc. . Lenexa, KS . 6/2001 - 8/2005

IT Director/Project Manager

Performed IT Director and Project Management functions for local, mid-sized

corporations. Managed multiple clients / projects simultaneously. Served as

IT Director at Cohen-Esrey Real Estate, The Guidance Center (Leavenworth);

and Project Manager for Blue Cross-Blue Shield of Kansas City.

For BCBS-KC, presided over a cross-functional team that evaluated,

recommended and implemented a mission-critical, multi-million dollar

operations document imaging system

System implemented was DST AWD Document Imaging system on Microsoft Windows

network platform saving claims and customer service personnel hundreds of

hours per week by allowing immediate access to scanned images of all claims

and written correspondence during customer phone interaction. Replaced

microfilm and microfiche system resulting in a labor cost savings of more

than $1 million per month.

Organized and presented weekly project status updates to a cross-functional

steering committee comprised of operations and technology VP and Director-

level management staff.

Managed a HIPAA-compliant security system implementation.

Sprint PCS . Kansas City, MO . 3/2000 - 9/2000

Program Manager / Team Lead, Information Technology

Led a 10-12 person team of project managers preparing and facilitating the

deployment of wireless applications to Sprint PCS wireless phone. Worked

with top IT management, facilitated a cross-functional team in developing

an 18-month wireless data strategy.

Applebee's International . Overland Park, KS . 2/1994 - 3/2000

Manager of Franchise Technology Services 1/1997 - 2/2000

Project Manager, Information Technology Group 2/1994 - 12/1996

Served as primary liaison between internal IT group and 60 plus franchisees

nationally. Marketed restaurant operations software. Chartered Franchise

Technology Council recreating policies, standards and technology process

decisions. Hosted FTC annual Franchise Technology Convention.

As project manager, supervised cross-functional teams consisting of

operations and accounting management, training, purchasing, outside

vendors, programmers, quality assurance and implementation staff for

multiple restaurant systems implementations including enterprise food

costing and labor management software.

Deloitte and Touche . Kansas City, MO . 1/1989 - 2/1994

Manager, Senor Consultant, Management Consulting

Software Package Evaluation, Selection & Implementation

Published and evaluated multiple Request for Proposals for clients in

multiple industries (retail, manufacturing, public sector, education)

Selected and implemented full-suite JD Edwards financial applications on

IBM mid-range platforms utilizing D&T structured methodology.

Implemented and trained LAN-based school management software applications

leveraging D&T structured methodology.

Conducted client interviews and software feasibility analyses to develop

vendor recommendations for financial and operational applications.

Custom Software Design

Participated in Joint Application Design sessions, developed business and

data flow documentation, screen and report design and functional

requirements by utilizing structured methodology and tools.

Participated in preliminary and detailed design phases to replace a program

/ project management system for a state Department of Transportation.

Phases included Business requirements using JAD; Data / business flow

diagrams; Data model diagrams; Screen and report design; RFP development

for prospective vendors;

Recommendation and selection of vendor per public sector mandatory

guidelines.

DAVID "KAM" SMITH, MBA . Page 3 . *********@**.**.***

Software Procedures Development & User Training

Published numerous versions of user documentation and training materials

that incorporated user business procedures, user system processes, quick

reference guides, screen shots and report generation procedures.

Developed and conducted multiple training programs to client administration

personnel utilizing published documentation

Practice Development

Participated in several proposal development initiatives.

Attended numerous D&T methodology training programs that incorporate

standard Systems Development Life Cycle principles.

EDUCATION

Master of Business Administration in Information Systems

University of Missouri, Columbia, MO

Bachelor of Science in Management Science and Information Systems

Oklahoma State University, Stillwater, OK

Training Highlights

Participated in numerous proposal development initiatives

Attended D&T methodology training programs that incorporated standard

Systems Development Life Cycle principles

Business process diagramming utilizing swim lane techniques within software

tool

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