Management Document Control

Education & Associations

M.B.A., Business Administration, Texas Woman’s University, Houston, Texas, 2008 [GPA: 4.0]

B.A., Business Administration, LeTourneau University, Houston, Texas, 2006 [GPA: 3.93]

A.S., Accounting, Bunker Hill Community College, Boston, Massachusetts, 1993 [GPA: 3.52]

Association of Legal Administrators – National, Member 2016

Association of Legal Administrators – Houston, Member 2016

ARMA International, Member, 2014-2015

State Bar of Texas, Member, 1996-2011

HMPA [Houston Metropolitan Paralegal Association], Member, 1996-2011

Experience

Smyser Kaplan & Veselka, LLP, Houston, Texas 10/2015 – 11/2016

Assistant Administrator/Paralegal

Oversee administrative functions of Litigation Law Firm

Supervise all attorney and office personnel

Implement HIPAA requirements and policies

Oversee the 401K administration conversion

Interface with attorneys regularly regarding assignments and staffing needs

Screen, interview and hire secretaries and support staff

Supervise secretaries and support staff and oversee workflow

Oversee the operation of the third-party office services/facilities management vendor

Work closely with the Firm’s Finance, IT and Marketing Departments to ensure conformity with all policies and procedures

Responsible for overall space planning and design, maintenance, service contracts, office systems, inventory, and equipment procurement

Serve as a liaison with building property management in matters relating to the firm’s lease, security, emergency response, and parking

Gulf Coast Waste Disposal Authority, Houston, Texas 2/2015 – 10/2015

Records Information Officer

Implement software modules covering all aspects of companywide projects.

Developed and implemented the Records Information Management (RIM) strategy and associated projects or initiatives

Managed the RIM functions and staff to ensure consistent delivery of services including:

oRecords Retention Schedule maintenance

oRIM policy and procedure maintenance

oStorage management of physical records

oInformation preservation support activities for litigation, audit and investigation

oLifecycle management of information and records, including disposition

Worked with IT to develop or enhance the information architecture to support the management of physical and electronic content across the company Document Control Interface with clients and third parties

Advocated for the value of RIM policies, practices, and services to management and employees to ensure their understanding of the interrelationship of records and information assets and business processes and reviewing and recommending revisions to the company’s policies related to RIM requirements

Identified RIM roles and responsibilities based on the company’s needs and facilitating the development and maintenance of support networks, communities of practice, and processes to support learning and performance improvement

Defined current and future staffing requirements for the RIM functions

Maintained an in-depth understanding of both corporate and industry principles, practices and trends, including emerging enterprise products, methods and techniques, and assessing their relevance and potential value to the company

Water Standard, Houston, Texas 9/2012 – 10/2014

Document Control Lead

Implement software modules covering all aspects of worldwide projects.

Lead implementation of project management software suite (EDMS) and training of same

Ensured EDMS adequately support operations team's access to and tracking of documents, track documents that require review or response, security to view or edit based on project roles both domestically and internationally

Developed Document Control Procedures and Best Practices; update documents ad hoc

Document Control Interface with clients and third parties

Developed new Document Control work processes

Supervised Document Control Department

Processed all incoming/outgoing Project Technical Documentation accurately and timely into EDMS

Maintain MDR and DDM

Prepare and send routings, transmittals and distributions as needed

Understood and applied the requirements of the Project Information Management

Supported the sustainment of all Project Document Control Processes, Workflows, and Procedures

Adhered to all Company policies and procedures

Trained Engineering Group on process flow and commenting and reviewing tools

Interfaced with Project Team and Project Manager to identify process improvements

Ensured compliance with policies, guidelines, and standards regarding Information Management

Performed Quality Assurance on outgoing transmittals and documents against PEQP requirements

Supported Quality Management in the performance of quality reviews and audits

Implemented Project Lessons Learned and subsequent Action Items for improvement

Assisted ISO 9001 certification

Maintained a high degree of security, version, visibility, availability and reliable audit trail

Actively participated in the review, evaluation and implementation of new processes in support of the Company’s Continual Improvement efforts

Wison Offshore & Marine (USA), Houston, Texas 9/2010 – 9/2012

Document Controls Manager

Member of Global Project Management Team charged with selecting and implementing software modules covering all aspects of worldwide projects.

Led research and implementation team in assessing company needs for EMDS

Led implementation of project management software suite and provision of training for all modules

Ensured Document Control tools adequately support team's access to documents, tracking of documents that required review or response, security to view or edit based on project roles, and capturing of metadata required during the project and at project turnover

Coordinated the evaluation, selection, configuration and implementation of Document Control applications to meet project team objectives

Developed Best Practices

Supervised Document Control Department

Trained and maintained Document Control Interface with clients and third parties

Served as the SharePoint Administrator for QMS

Evaluated Document Control work processes, edited and developed new processes as required

Interfaced with Project Team and Project Manager to identify process improvements

Processed all incoming/outgoing Project Technical Documentation accurately and timely into EDMS

Prepared and sent routings, transmittals and distributions as needed

Ensured compliance with policies, guidelines, and standards regarding Information Management

Performed Quality Assurance on incoming transmittals, RFIs, and memos, against project Information Management requirements

Schlumberger, Houston, Texas 10/2006 – 9/2010

Senior Intellectual Property Litigation Paralegal/Matter Management Administrator

Provided support to General Counsel; Senior Counsel Licensing and Litigation; and Managing IP Counsel.

Researched legal matter management needs for worldwide use

Researched most appropriate legal matter management database, made recommendation [eCounsel]

Served as SharePoint Administrator for the IP Section of the Legal Department

Implemented and customized worldwide matter management database

Served as liaison with database vendor

Developed Best Practices

Assisted with contract negotiation

Drafted and distributed discovery hold letters

Participated in review of legal hold service providers

Trained end users at outside counsel in use of Document Interface

Liaised with project team on matters pertaining to document control

Anticipated information management needs

Maintained document register

Prepared document and project status reports

Prepared lessons learned demonstrations

Implemented electronic billing and budgeting from outside counsel

Assisted in worldwide training of legal matter management database

Served as the Lead of three administrators for worldwide legal matter management database

Assisted in development of reports for worldwide legal department

Finalized IP outside counsel list and published to legal department

Porter & Hedges, L.L.P., Houston, Texas 9/1996 – 10/2006

Senior Paralegal

Provided support to Managing Partner, Partners, and Associates specializing in contracts, commercial litigation, intellectual property and construction law.

Conducted monthly in-house paralegal CLEs

Maintained and controlled filing system

Created and maintained databases

Managed large document production

Managed large e-discovery databases

Developed e-discovery protocols and best practices

Standardized document control procedures for all projects

Determined best way to electronically store and use documents for trial

Maintained effective working relationship with document management/storage vendors

Performed electronic court records research at the Federal and State levels

Drafted memos, correspondence and reports

Drafted pleadings for both Federal Court and State Court; processed wide variety of court documents

Assisted with all aspects of trial preparation and attended trial

Coordinated and supervised set-up and operation of satellite office for a six-month trial held in south Texas, including office equipment and telephone lines. Oversaw scheduling of witnesses, graphic presentations, document control of over 3,000 exhibits

Skills

Microsoft Word, Excel, Access, PowerPoint, Coreworx, ProjecTools, eCounsel, iPro, Sharepoint, ShareFile, FileNet,

Legal Research, Lexis-Nexis, Westlaw, Concordance, Relativity, Ringtail, Summation, Webex

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