Management Manager

WALTER MCFARLAND

**** ******** **. **** ***** PAUL, MN 55118

PHONE: 612-***-****(CELL)

E-MAIL: ********@*****.***

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

Management Background

In my career I have continued providing each of my internal, external, and executive leaders, a deeper understanding of needs to transform technology organization. As an executive customer experience leader; through channel management, organizational design, and superior relationship management skills to achieve business clarity. My ability to facilitate with and through training and development of tools and talent has created a platform for Global Sales functional and technical leadership to help maintain a balance towards business objectives. In the use and usability of tools like: CRM/BI, Knowledge Management, and Change Management solutions technical formats become consistent.

The ability to innovate still requires experiment and analysis of solutions; to prepare better training offerings and create matrices that will be a return on information assets. Acting as the senior relationship manager across the business, to implement strategy and improve business process. Leading the examination of customer strategy to innovate, attract, and retain new /current customers. Lead the internal communications and strategy consulting function to assist in performance management and technology initiatives. Developed executive strategic plans for enterprise-wide implementation which required the ability to ideate and capture business line requirements. I have created frameworks for both front line employees and executives to have an information bridge, and act as a “trusted advisor” to help manage change. The ability Managing the development of new systems and retirement of legacy and under-performing systems and processes, this allows performance management to be incorporated throughout the process. My experience has given me the opportunity to act as the information bridge between executive leader and all enterprise partners.

Technical Management

I lead team of professionals including 9 FTE and 6 HTE employees, plus variable staff that supported 77 National offices. This group provided guidance and management of the business process for training, business development, compliance, requirements for new tools development. Responsible for defining and creating Sales Process platforms, and administration for CRM/BI platforms supporting 15T of data and information, including over 100 servers and 1700 desktops, support and development of the executive management data platforms and sales management platforms. (e.g. UNICA, SQL Server, .NET, Oracle/Peoplesoft HR systems, ETL process, Salesforce.com, Saleslogix, MS SharePoint, EDW, OLAP, Business Objects, PSF Systems).

Selected Achievements

Created and implemented company-wide data management tool that returned in excess of $65MM in revenue to the organization (applied for patent)

Advance team for M&A mapping and designed strategic plans for acquisition securing retaining confidentiality during process for compliance and regulatory, market expansion, balancing resource management to national and international partnerships. (Resulting in 25 new offices)

Creating and development of organization training from Vendors and partner feedback (D&B, Greenwich, Executive Advisory Board, Third Party vendors etc…)

Implemented data quality/governance standards allowing the sales organization to realize a 35% increase in efficiencies, improve D&B integration with current marketing efforts for large customer information and CRM delivery

Successfully serves as the senior relationship and process manager between technology partners and business line organizations, innovation and MDM strategy integration to increase performance

Create new executive management dashboard for human capital and sales pipeline performance, providing business systems consulting across the enterprise

Lead all change management efforts by created new data management practices for regional partners to exchange/examine enterprise intelligence to deliver knowledge solutions. Lead diversity recruitment and HCM strategies for talent acquisition partners.

Created an executive management tool to monitor sales force productivity that increased cross-sale from 6.2 PPC to over 8.5 PPC

Bi-directional integration of sales process information and change management incorporation to improve system performance.

Professional Responsibilities

Manage technical acquisition, retention, and department development process

Manage department technology budget process and human resources compensation/career development (recruit, select, retain, train, termination process)

Liaison between technical and functional business groups in sales knowledge acquisition process. Taking product through development phases, including patent process.

Lead program manager for large market expansion modeling and territory development

Provide overall Business Intelligence Strategy which includes CRM/KM/MDM strategy development

Monitor and secure high levels of corporate information (Data and intellectual property)

Manage customer engagement process and cross marketing of services

Built overall informational technology department from the ground up including management and professional staff

Participate in requirements gathering, selection committees, and strategic department planning

Professional History

Management Consultant Patina Solutions 2015

Providing organizational change leadership and supporting corporate technology culture development, assisting CXO’s for technology strategy (organization design, training, CRM, BI, and Sales Systems). Consult with clients assisting the technology and business leadership in reengineering business process and developing CRM culture. Creating Master Data Management strategy, and giving business leadership a voice in technology process. Leadership of cross functional teams for process development(Social Media, WEB Customer Experience leadership creating and reviewing process readiness strategies to implement enterprise CRM and BI. Leading process development for the integration of culture change and human capital development; through facilitation of training to meet internal business engagement, as well as evaluation of organizational ability to change.

CRM Leader, MNHS 2013- 2015

Lead the creation of new department to examine organizational readiness for CRM activities and facilitating new business processes across multiple business lines within the enterprise. In this role I also provided relationship management services to partner with other state and local agencies. Implemented data governance and talent development strategies to support enterprise, and development of policy and procedures related to new information security standards.

Management Consultant, Self Employed 2009- 2013

Independent Management consultant supporting CXO’s for CRM and BI implementation strategy. Consult with clients assisting the technology and business leadership in reengineering business process and developing CRM culture. Creating Master Data Management strategy, and giving business leadership a voice in technology process. (Created review process and readiness strategies to implement enterprise CRM and BI. Leading process development for Market and Channel optimization through integration of system and human capital development)

Vice President/Director, Business Intelligence/CRM Wells Fargo CMBG 2001 - 2009

CRM/ BI “thought leader” for the commercial banking division creating and implanting strategic business information initiatives that increase revenue, productivity and compliance results through technology solutions. Managing efforts that provided channel and partner integration strategies to reengineer sales process, including cross sell/cross serve strategies. This shift created improvements in reporting and clear definition of pipeline management Created new tools for CRM and provided real time demonstration community for employees external to the division for Partner Program initiative. These tools allowed real training consortium for knowledge exchange. Coordinate management resources to identify strategic needs to deliver long-term value. Provide executive leadership for shared service model acting as senior relationship manager for program and project management. Provide training and support for internal team members, for national and regional process implementation. Create strategies and metrics for measurement of program effectiveness for budget recommendation. (Setting and implementation of strategic process roadmap, new programs and bundling of services, KPI segmentation strategy, and consulting with executive leadership across all business groups)

Senior Consultant, ADR Group 2000-2001

I served as consultant for various projects that applied technology solutions which provided staff augmentation, and allowed businesses to develop business applications faster. Ongoing program and project documentation including statement of work, business requirements, and project plans which was critical to every engagement. Evaluated new technologies/software and made appropriate recommendations. Communicated ongoing project status, change control and budget update for all project stakeholders. Provided functional facilitation throughout development process, including kickoff meetings, scheduled project meetings and project close out. (Provided technology consulting to health care vertical, manager coaching programs)

IT Staffing Manager Children’s Hospital 1998-2000

Designed and implemented IT department's talent acquisition process, creating and managing budget process, salary management, and recruiting policies, and procedures. Acted as vendor manager for various service providers, and provided management support to contract employees. PeopleSoft training services were provided to non-technical business groups. Managed professional training programs for department, as well as creating individual development plans for employees. (Provided full spectrum of HR process, and created new IT department)

Consultant Manager, Active Software 1996-1998

Assisted recruitment services with talent acquisition of new consultants, and provided management support to remote consultants in the field. Acted as liaison for clients to help manage consultant performance issues, and helped identify future strategic relationships and technological partners. Managed the career development process for consultants to enhance their abilities to be remarketed, reducing time between client engagements. Supplied ongoing project management support to client organizations as needed. (Coaching and creating new team to increase performance through and with client feedback)

Community and Philanthropic 1990-2017

During my professional and philanthropic career; I have help shaped organizations for future growth, and help create roadmaps for internal and external partner integration. This community related work has included paid consulting engagements; as well as help to drive hard dollar resources to start-up organizations, and legacy groups that are pursuing hard dollar resources to reorganize their efforts to better serve their constituents.

Local organizations include:

• Sabathani Community Center

• Saint Paul Foundation

• Wells Fargo Foundation

• Local Fortune 500 companies and their employee teams

• Local community athletic programs

• Minneapolis Federal Reserve

• RBC Foundation

• Native American People OIAC

• Employment enrichment programs

National organizations Include:

• Urban Financial Service Coalition (Financial Literacy, Global Conference Co-Chair: 2008)

• National Sales Network (Marketing, and Communications)

• Federal Reserve Banks

• Oakland Port Authority

• Omega Psi Phi Foundation (College preparatory, Talent Management, Revenue Generation)

Services and consulting provided includes:

• Executive talent search for hiring

• Organizational Development and Process Roadmaps

• Training and Development for the engagement

• Communication and Public Relations Management and Implementation

• Strategic Transition Management

• Client and Technology Management, Feedback, Process, and Problem management

• Strategy Consulting

Duties for engagement as employee or Board Member included:

• Presentation of Block Club statistics and trends, growth and inclusion strategies

• Create partnerships with other local organization groups and efforts (Churches, CDA)

• Help support local government outreach efforts (Police, Fire, Schools)

• Act as communication touch point to help community residents, access and understand services

• Create systems and tools for presentation of information to clients

• Presentation to senior leadership (Mayor’s Office, Parks, Public Works, Foundation Chairs)

EDUCATION

Bachelor of Arts, University of St. Thomas

Reference available on request

Contact this candidate