Freelance Sr Client Engagement Consultant Seeks FTE or CtH

Linna C. Kuo

US CITIZEN 978-***-**** *****.***@*****.***

PROFESSIONAL PROFILE

Seasoned Freelance Client Engagement Consultant with 18+ years in identifying, designing, and execution of solutions and services directly for clients seeks FTE or Contract-to-Hire role.

Strategic execution of consulting solutions and services to a vast and varied list of business industries:

Government (State/Municipal); Fortune 100, 500, & 1000; Clinical Healthcare; Financial Services (Brokerage/Mutual

Funds/Cash Management Accounts/Front and Back Office Operations); Retail Banking & Operations (Investment & Lending Instruments); Insurance (P&C; Healthcare Providers; Commercial Real Estate); Supply Chain Management; Customer Communication Technologies (Marketing); Public Education; Public Healthcare; Public Safety (1st Responders); WiBB/WiFi.

Portfolio management and delivery of multiple, concurrent, and complex (integrated/contingent) program/projects from inception to implementation/deployment and ranging in variety and various sizes (applications and infrastructure).

Exceptional analytical skills and highly-organized with global view and keen ability to quickly assess and proactively strategize and develop creative solutions to mitigate any potential risks or issues, to include re-engineering.

AREAS OF EXPERTISE

Global, Matrix, and Cross-Functional Resource Management and Capacity Planning (IT, business, outsourced IT, and 3rd party vendors).

Relationship Management: Clients (Business/IT Stakeholders; Steering Committees; C-Level Executives); 3rd-party Vendors.

Program/Project Management Deliverables: Project Charter; Project Plan; Communication Reports; Test Plans & Schedules; Risks; Go-Live Plans; Change Control/Management; Training; Release Notes; Lessons Learned; etc.

Program/Project Methodologies: CMMI Level IV (via Peregrine, Remedy, and ITIL v2); Agile/Iterative; Waterfall. SCRUM Framework: product backlog, sprint release planning, daily scrum meetings, etc.

Business and Systems Analysis; Business Processes and Systems Diagrams; Business Re-Engineering.

Application Development and Delivery: Full SDLC (custom and COTS/SaaS); Product Development LifeCycle (PDLM)

Statement of Work (SOW): Resources (types and skill levels/sets); LOEs; Timeline/Duration; Budgets.

Author and Execute Government Procurements: State & Municipal RFP, RFI, RFQ.

Regulated environments: SOX, HIPAA, CMMI Level IV, JCAHO.

Tools: SharePoint; MS Office Suite; MS Visio; Project 2007, 2010, E-Server 2010; CA Clarity; Jira; Peregrine; Remedy.

TECHNOLOGY KNOWLEDGE and EXPOSURE

Enterprise Application Software (EAS); ERP; COTS; SaaS; .NET; Web Services; Java; J2EE; B2B eCommerce; eCRM-BPM; full SAP Suite platform; Oracle Siebel; proprietary applications; Mainframe/Legacy Systems; Client-Servers; RDBMS; mobile applications and devices; Enterprise BI/DW; VM cloud storage.

EDUCATION

University of Wisconsin-Madison Bachelors of Science in Economics

CONSULTING EXPERIENCE 2003 to PRESENT

Harvard University Medical School - Continuing Medical Education Program (2014 – 2015)

Advisor to the Assistant Professor, Harvard Medical School, on the creation of an e-Education curriculum tool “The Structural

Acupuncture Course for Physicians” for use by the public and Harvard medical students and physicians.

Partners Healthcare (2013 – 2014)

Manager of concurrent complex Windows 7 Upgrade Program for NorthShore Medical Center (a Partners’ entity); HIPAA, JCAHO.

oManaged Agile implementation build of Partners’ first-ever two redundant RedHat Linux OS (hosted in Salem Hospital’s 24x7 data center) and upgraded Sunquest Lab application SaaS products: Application Manager (SAM) and Instrument Manager (SIM) at Salem Hospital’s Clinical Lab 24x7, for upcoming and subsequent LIS/LIMS Upgrade of Sunquest Lab7.1 and addressing severe InfoSEC security vulnerability issues. Enterprise e2e testing to include internal and external POC sites, as well as potential MU2 requirements and deployment(s) of new instrument(s). Identified discrepancy with contract for SIM/SAM Upgrade project. Matrix managed cross-functional resources. Presented quarterly reviews to Stakeholders, Head of Lab, and CIO.

oExpedited completion of long-standing data migration project involving newly installed VMWare (hosted in Salem Hospital’s 24x7 datacenter) for NorthShore Physicians Group (NSPG); completed last phase of GEHC COGNOS upgrade involving NSPG and other POC sites, to include decommissioning of old server. Matrix managed cross-functional resources.

oHeld vendor accountable to meet deliverable dates for UAT phase of Danvers ACC Revenue Billing project, in order to remain on Partners’ overall EPIC EMR Revenue Billing Program timeline. Oversaw Sunquest CoPath upgrade initiative.

oArchitected and expedited project kick-off and assessment of Siemens syngo Workflow upgrade project for Radiology and Cardiology and Sunquest Lab7.1 (LIMS Upgrade) along with MU2, to include VMWare builds (new environments), either Citrix farm build or automatic push-out for application e-deployments, and enterprise e2e testing with internal external POC sites and equipments. Identified change management requirements and training due to application upgrade(s); resource capacity planning.

Pitney Bowes (2012 – 2012)

SCRUM Master of weekly sprints and concurrent builds of pbSmart portfolio of global marketing [commercial email, QR Code (interactive and promotional), mobile marketing tools] and consumer software products [EOM; e-purchases via credit card, debit card, etc] via Jira and Excel on full SAP suite platform, MW (TSYS and Tandem), and Web APIs with globally-based delivery team and outsourced technical WIPRO and 3rd-Party resources.

oImplemented company’s first Single-Sign On mobile (Android) product and expeditiously implemented many enhancements to existing pbSmart global products on a weekly basis. Managed and drastically reduced product backlog.

oExpedited revival of one year-old dormant global financial annual revenue recognition tool project involving US, Canada, and Europe to UAT stage, to include identifying missing requirements, necessary resources, and VAT.

oEscalation manager of pbSmart portfolio of global products’ performance (to include network security) issues involving PING Identity’s SSO (Single-Sign-On), as well as other production and QA environments issues.

Commonwealth of Massachusetts Executive Office of Education (via NTT Data) (2011 – 2011)

Program/Project Manager of eight concurrent Federal grant programs/projects (LDS2/RTTT: enterprise BI/DW). MS Project Server 2010, PWA (Project Web Application), and Agile/Iterative methodology. Matrix management of cross-functional resources.

oQuickly captured the Business’ requirements to address EOE’s goals for a transparent public dashboard (.NET).

oAdvisor and executor of RFQ procurement for statewide e-Learning data project; Vendor selection within two months.

oMEPIDs Program Manager: Successfully identified missing and required contingent infrastructure and data/applications solutions (generated new SOWs: types of resources, skill sets, duration/timeline, budget) involving other Commonwealth education agencies for successful execution of program (e-ETL to ELAR’s Oracle RDBMS; licensure application database). Quickly addressed existing project (s) of program that was/were not currently feasible. Direct management of BAs and Tester.

Philips Healthcare (via CapGemini) (2010 – 2011)

SAP Project Manager of a scalable ERP field mobility (Smartphones and laptops) Order and Inventory Warehouse Management application flagship product ($10M+) for use by 5000+ field service engineers for servicing medical devices. Application built on .NET framework, SAP R/3, and SAP/SUP MW environment and with 40-60 globally-based resource delivery team (US, Netherlands, Canada, and India).

oSuccessfully scheduled and managed deployments of EBFs of SAP/SUP MW to existing product build with whole project team.

oIdentified new methods and processes of streamlining end-to-end testing and releases of builds via Agile/SCRUM and matrix managed cross-functional resources (to include SAP/Sybase IT resources), thus drastically minimizing testing errors.

oAccountable for quickly and successfully executing project’s first Stress and Volume Testing (SVT).

City of Boston-MIS (2008 – 2009)

Program Manager of Public Safety

oCreate project deliverables (requirements for establishing NOC, use of/upgrade of fixed capital assets and mobile data systems, vendor evaluation criteria, etc.) to author and execute PS WiBB (Wireless Broadband) Mesh Network RFI ($10M+) involving WMDN (Wireless Mobile Data Network) for use by First Responders; Establish procurement deliverables and logistics to obtain bids, RF designs, and vendor deployment plans. Reached vendor selection within six weeks of RFI release, while following City’s procurement policies and procedures and other Public WiFi projects. Utilized CA Clarity and WBS; Sharepoint.

oAuthored RFP for the evaluation and selection of consulting firm to write RFP procurement and implementation of an integrated CAD/Police Records Management System solution(s) for the City of Boston ($25M+).

oMatrix managed cross-functional resources; IT Steering Committee, Stakeholders (City, BPD, BFD, and BEMS), and constituents.

Noted Accomplishment: Per Public Safety CIO: "worked tirelessly to move forward our Public Safety Projects….attention to detail and meticulous planning and execution skills have kept us all moving forward at record speed." Successfully navigated within Boston’s City Hall culture.

Massachusetts Executive Office of Health and Human Services (EOHHS) (2008)

Re-engineered and streamlined Dept of Public Health-Birth Defects’ case tracking program from paper and manually-intensive process to electronic and more automated process (via internet) that involved a multi-system infrastructure, multi-databases (e.g., CDC and state RDBMS) and warehouses, and enterprise data management (ICD-9/10 and state birth defects codes) environment. Successfully met deliverables’ dates and within EOHHS’s RUP framework, Virtual Gateway guideline, and state and federal privacy rules, and HIPAA; Deliverables were used for COTS product application selection (J2EE or XML) and implementation.

AMEC Earth & Environmental, Inc. (2008)

Advisor on establishing foundation of SDLC best practices, MS SharePoint architecture and document controls, and standard project deliverable templates.

Raytheon (2007)

Assessed needs and generated requirements to initiate project kick-off and fast-track restructuring (infrastructure-Oracle DB and applications) of inventory maintenance and billing system for Saudi Arabian office within Six Sigma framework.

WEX, Inc. (2007)

Project Manager/Analyst of supply chain management Java-based ERP web applications projects (fleet services credit cards and POS, to include PCI) involving multiple operating systems (3rd-party billing credit adjudication; Canadian-based owned fleet companies; government state agencies); Oracle Siebel CRM platform. Provided guidance to PMO on implementing SDLC within company.

Ecora Corporation (2006 – 2007)

Created new product Wizard to increase customer retention using Russian offshore resources.

Noted Accomplishment: Author of iNote (Integration Note) “Ecora Auditor Connector for BMC Atrium CMDB” that opened a new revenue path for company.

American International Group, Inc. (AIG) (2006)

Introduced SDLC deliverables to internal business clients and 3rd-party software vendor (Duck Creek) for improving releases of multi-versions of commercial insurance applications. Quickly conducted assessment of BI reporting tools (Cognos, Business Object, etc.).

Liberty Mutual Group (2005 – 2006)

Strategically identified gaps, issues, and needs for enterprise project involving multi-systems: DMV, claims, MW, underwriting, etc. on a SOA-based ESB infrastructure. Helped identify and create internet insurance product for soliciting customers.

American International Group, Inc. (AIG) (2004 – 2005)

Project Manager of multiple implementations of concurrent EAS projects (30-60+) involving Lexington Insurance MGA system ($MM revenue generator) for several business units in a CMMI Level IV model via ITSM: Peregrine (incident, change, and releases); Remedy (issues); CR for Change Request; complied with SOX requirements and schedules and Change Management Board. Matrix managed cross-functional resources (Offshore and onsite resources, several business vertical BAs) and also managed production issues.

Noted Accomplishment: Per manager: “Displayed willingness to ‘take the ball and run with it.’”

Medical Mutual Insurance Company of Maine (via Keane, Inc.) (2003 – 2004)

Quickly conducted complex, multi-functional analysis and re-engineered business processes to deliver impact assessments, artifacts and processes maps for implementing a 3rd-party enterprise COTS EAS for use by the company’s users in the Tri-State (ME, NH, and VT), as well as for training and change management. Conducted workshops with and presented deliverables to tech lead, Sr. VPs, and CTO.

Pfizer (2003)

Analyze current business workflows for clinical studies and testing phases and re-engineer for streamlining and efficiency.

University of MA Medical School (2002)

Opened communication channels amongst COO, management, and union members thru conducting workshops for a Phase1 EAS implementation project for the school’s Facility Management Department that supports both school and hospital. Identified and addressed inefficient business critical processes and misallocation of resources with the new business process model. Assessed current warehouse facility and operations and identified possible relocation for new facility and changes in operations; JCAHO.

PRIOR

CGI

Application developer and co-QA Manager of Pegasystems’ AOL/TimeWarner CTI projects (deployment of Pegasystems’ e-CRM BPM application to US and Europe). UI architect/designer for wealth management firm’s first new URL website.

Politzer & Haney B2B eCommerce

Professional Services Product Manager of new financial product solutions (eWeb Cash Manager and client-server) for Fortune 500 financial institutions (JPMorgan Chase, etc.) Established PMO SDLC-Waterfall methodology within PS department.

Oxford Global Resources

Trio role: QA Manger/Analyst/Trainer. Dramatically improved quality of proprietary marketing eCRM tool releases by 99%.

SunGard Brokerage Systems

Expedited completion of a critical, high-profile SMA project (from 25% to 95%) involving equity options and SunGuard Phase3 Trade Order System, while also managing delivery of other concurrent PS enterprise-wide Phase3 Trader Order System projects for Fortune 500 financial institutions.

Commonwealth of Massachusetts – Division of Banks and MetroWest Bank

Bank Examiner: reviewed and assessed investment and lending instruments, policies, bank operations, etc. of state regulated banks and reported findings and/or violations to senior-level executives; Identified a personal insider loan missed previously by FDIC’s audit; gained solid knowledge of investment and lending instruments.

Fidelity Investments and National Financial Clearinghouse

Managed Fidelity’s mutual funds house accounts and their operations. Successfully managed customers’ investment portfolios, transfer of assets, debit and credit cards, borrowing power, margin and bond interest posting discrepancies, etc.

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