JOSEPH D. COHEN

*** * ***** ****** ****

Bountiful, UT 84010

801-***-****, ad1bm8@r.postjobfree.com

EXPERIENCE SUMMARY

I have more than twenty years of specialized experience and demonstrated expertise in building a PMO, managing a large staff (as many as 130) and multiple complex concurrent projects. Recent positions include Program Manager at All Native Services Group, Rio Tinto, American Express and the State of Utah as IT Director for Application Development for six State agencies, and as IT Director at Utah Department of Health, responsible for all IT initiatives. Prior to employment with the State of Utah I served as Senior Project Manager and Asset Manager for the Managed Services Program for the Government of the District of Columbia, and managed multiple IT initiatives for the Montgomery County Department of Health and Human Services. I have initiated and actively led efforts in: project management, portfolio management, IT investment prioritization, resource planning and management, managed services, business process reengineering, business systems analysis, gap analysis, applications design, requirements analysis, data governance, corporate management, strategic planning, software development (both agile and waterfall), performance and dashboard reporting, finance, risk identification and mitigation, vendor management, EHR (electronic health records), auditing, procurement, cloud computing, technical debt reduction, agile methodologies (Kanban and Scrum) and change management. I have successfully interacted with officials at all levels of government and industry, possess strong written and oral communication capabilities and exceptional interpersonal skills, enabling the successful management of both a large staff and customer/stakeholder interactions. I have held a Top Secret clearance on two separate occasions.

SKILLS SUMMARY

SKILLS – Project Management, Agile Management/Coaching/Training, Risk Management, Communications, Software Development, Budgeting, Finance, Change Management, Resource Planning, Strategic Planning, PMO Development, PMO Planning, Performance Reporting, SDLC, Scrum Master, Product Owner, Roadmaps, Application Development, Software Delivery, UX

SOFTWARE – Jira, Confluence, Salesforce, Microsoft Project, Clarity, Smartsheet, Rally, Microsoft Office products, Google Suite

METHODOLOGIES – Waterfall, Agile (Scrum, Kanban, SAFe), Prince2

CERTIFICATIONS – Project Management Certification, Scrum Master Certification, Product Manager, HIPAA Certification

REPORTING – Dashboards, Status Reports, Project Plans, Sprint Planning, Communications Plan, KPIs, OKRs, RAID log

SPECIALIZED EXPERIENCE – PMO, Medicare, healthcare, insurance, retail, financial, EMR, EHR, best practices, Scrum Master, Product Owner, Cloud Computing, Data Governance, Service Now, Agile Coaching, Analytics, vendor and relationship management

EMPLOYMENT HISTORY

March 2022-December 2022, Senior Project Manager, Early Warning Services. Senior Project Manager at Early Warning, (an identity, risk and payment solutions provider for financial institutions) hired for short term engagement to assist in moving developed applications from an on-premise environment to an AWS cloud environment. Developed applications would serve as a prototype for applications developed for the cloud and/or transformation of existing software from an on-premise environment to a cloud environment. Adapted to Early Warning phase tollgates and enterprise risk management policies. Used Jira, Confluence, Microsoft Project, Planview, Okta, and Microsoft Office products.

May 2021-September 2021, Senior Project Manager/Delivery Manager, Young Living Essential Oils. Senior Project Manager at Young Living, a global organization, for the development and implementation of multiple initiatives relating to security and organizational transition from an onsite infrastructure to a cloud-based infrastructure. Major efforts included increasing security levels as recommended by AWS, reduction of organizational technical debt, updates impacting the user experience in a global market, mobile application development, and resource planning. Worked closely with global teams and international resources. Used Jira, Confluence, and Microsoft Office products. Approach was largely Agile with additional Young Living internal requirements.

January 2020-September 2020, Senior Project Manager, Emids Corporation. Senior Project Manager at Cotiviti for multiple major efforts to include rewrite and replatform of existing software to upgrade the technology stack, implement single sign on using Okta, and allow for increased levels of authorization and authentication and improved levels of support and the development of multiple dashboards to provide improved levels of management and operational oversight. Trained staff in agile application development and use of Scrum and Kanban approaches. Projects included data analytics, build of data warehouse, data governance, UX, HIPAA compliance, and transformation and scheduled refresh of data from existing sources to data warehouse in a different domain/environment. Directed efforts of geographically dispersed staffs during Covid-19 pandemic. Implemented use of OKRs and KPIs to evaluate performance. Worked closely with PMO, and both onshore and offshore resources. Used Jira, Confluence, Microsoft Office products, Tableau and Smartsheets.

February 2019-May 2019, Senior Project Manager. Engaged by the US Forest Service as Senior Project Manager to develop the project plan and direct efforts in the migration from the existing data center in Salt Lake City to five alternative landing zones in disparate locations (including cloud migration). Oversaw the development of solution architecture diagrams, process workflows, strategic planning, API development, establishment of credentials, and agreements with landing zone partners. Managed project timelines, scope, and resources. Identified and mitigated potential project risks. Liaison to the CIO project team. MS Project and Microsoft Office Tools.

December 2017-January 2019, Senior Program Manager, All Native Services Group. Oversees all aspects of projects, leading teams on large scale and complex initiatives. Analyzes new and complex project-related problems and creates innovative solutions to maintain or adjust schedule, methodology, tools, technology, solution components, UX, change management, and financial management. Trains current staff in agile development and implementation of agile (Kanban and Scrum) principles. PMO development. Provides application systems analysis and long and short-range plans for application selection, systems development, system maintenance, EHR implementation, HIPAA compliance, and production support. Current projects address a major replatform effort, development and implementation of a major system to replace multiple existing applications, implementation of single sign on methodology, and directing an initiative to move to cloud computing (AWS and Azure) for the Federal Occupational Health division of the U.S. Department of Health and Human Services. Evaluated agency use and implementation of Salesforce. Used Jira, Confluence, Smartsheet, Microsoft Project, Microsoft Office.

September 2014-November 2017, Senior Project Manager, Software Technology Group.

Senior Project Manager at Rio Tinto for the deployment of the Symantec VIP Remote Access solution across a globally dispersed workforce of 60,000 users. The Symantec solution provided Rio Tinto with an enhanced level of security (including dual factor authentication) at a reduced cost. Managed all aspects of project within the constraints of security concerns for remote access during the G20 conference in Brisbane, sensitivities of executive staff and a tight schedule with an end of calendar year fixed deadline. Project Management methodology used was Prince2 and financial tracking was accomplished using Clarity Additional completed and in flight projects utilizing varying methodologies and change management principles, include: Rio Tinto Exploration Server Optimization, Security Upgrade for Process Control Systems, Underground Mine Infrastructure Upgrade, Data Center Migration, project auditing, Microsoft Office 365 implementation, migration to Cloud computing (AWS), implementation of Bentley Document Management System, single sign on solutions, work group divestments, and Rio Tinto Mineral Occurrences System development. Introduced OKRs for performance measurement. Senior Project Manager/Scrum Master/Product Owner at Willis Towers Watson for modification of Medicare enrollment system. Required detailed knowledge of HIPAA requirements, Medicare enrollment regulations, agile development methodology and close interaction with internal WTW teams (UX, QA, database, etc.). Served as Scrum Master and Product Owner and introduced Kanban principles to development team. Led internal agile meetings with team to facilitate daily standups, Sprint Planning, Sprint Retrospective, and Sprint Review meetings. Led external meetings with UX team, database team, and stakeholders. Used Jira, Confluence, Microsoft Project, Microsoft Office, Azure, AWS, Google products. Project approaches included scrum and Kanban.

October 2012-May 2014, Project Manager-Senior Level, American Express. Project Manager at American Express Service Center, US Banking Technology. Responsible for management of the scope, schedule, cost, risk mitigation, measures of success, and resource management for projects supporting American Express using standard American Express tools (Clarity, SharePoint, Rally). Directed a team of Technical Architects and Business Systems Analysts. Responsible for the development of detailed project plans, PMO interactions, tracking of key milestones, accurate reflection of project budgets and communication with key stakeholders and cross functional technical teams (both within the US and offshore). Monitors and communicates progress of project delivery in terms of cost, forecast, schedule, risk/mitigation, and measures of success. Ensures current processes, future processes, user requirements, and acceptance criteria are accurately delineated and approved by the customer. Ensures effective change control procedures and processes are used to maintain project control in a highly regulated environment to produce auditable results. Directed efforts to report on vendor performance. Facilitates post implementation reviews and ensures lessons learned are carried forward appropriately. Developed applications require knowledge of financial services, credit card usage, conformance with Federal regulations and associated required Federal reporting, proper handling of Personally Identifiable Information, data governance, and experience managing agile (Kanban and Scrum) and waterfall projects within the guidelines of the AEXP SDLC methodology. Worked closely with both onshore and offshore resources.

November 2010-June 2012, IT Director, Application Development, Department of Technology Services (DTS), State of Utah. Internal DTS reorganization altered my primary responsibilities to a focus on application development (using multiple methodologies), project/portfolio management, and system maintenance and budgetary and investment management for all application software for six of the Executive Agencies in the Utah State Government; Department of Health, Department of Human Services, Utah State Tax Commission, Department of Environmental Quality, Department of Natural Resources, and Department of Agriculture and Food. Responsible for supervision and performance of 130 State staff consisting of project managers, team leads, business systems analysts, application developers and database analysts and 25 contract staff. Established internal Project Management Office (PMO) for oversight and management of scope, schedule, resource allocation and planning, executive level dashboard reporting, measures of success, change management, and risk/mitigation for a portfolio consisting of as many as 50 concurrent projects; many of which were high visibility, complex projects supporting major state initiatives such as the Medicare program, Human Services programs, and the Tax Commission. Regularly met with Agency Executive Management and key stakeholders to define complex requirements, identify data governance opportunities, provide briefings and project updates; including identification of project issues and proposed solutions and progress towards achieving major milestones. Review and approve all Change Management Requests for the six agencies under my supervision. Expected revenue of the internal service organization I managed was projected to be over $16,000,000 for the upcoming fiscal year.

December 2007-November 2010, IT Director at Utah Department of Health, Department of Technology Services, State of Utah. Total responsibility for all IT functions at the Utah Department of Health (DOH). Acts as single point of contact to resolve all DOH IT issues, manage initiatives, and deliver operational excellence. Main focus is on the delivery of quality service in the areas of application development and system maintenance, server administration (over 175 servers), desktop support, and vendor contract management. Regularly meets with DOH Executive Management to review summary dashboard, report project status, ensure designed solution meets the business system requirements, regulatory requirements, and business case objectives, and evaluate customer service satisfaction and lead post-implementation reviews and project audits. Works in conjunction with Agency Executive Management to develop yearly Strategic Plans (including portfolio investment planning), Service Level Agreements, and Continuity of Operations Planning. Additional responsibilities include Application Inventory Management, Infrastructure/Server Inventory Management, Change Management (for both application development and infrastructure), Emergency Medical Services and Preparedness, Process Improvement (Six Sigma methodology), Tool Assessment, Systems Analysis, interfacing with local health departments, solution design, CMS Reporting, and Incident Management as well as supervision and performance of 55 State staff. Established internal DOH PMO for prioritization, oversight and management of the scope, schedule, resource allocation, executive level dashboard reporting, measures of success, EHR implementation, and risk/mitigation for DOH portfolio. Worked with Medicare team to develop RFP and evaluate bids for replatform and modernization of legacy Medicare system. Major initiatives, using various development methodologies (waterfall, agile), include support of the State Medicare Management Information System (MMIS), development of an electronic health record with the University of Utah (EHR), development of electronic laboratory reporting (ELR), data warehouse analytics and reporting, and support of State programs that include but are not limited to Immunizations, WIC, Vital Records, Epidemiology, Licensing, Grants Management, Laboratory Testing, Medical Examiner, and Emergency Preparedness.

July 2007-December 2007, Project Manager, Department of Technology Services, State of Utah. As a project manager in the State Project Management Office (PMO) I was responsible for the on time and on budget delivery of multiple, enterprise level IT projects through management of project scope, schedule, resources, risk, and change requests. Developed and led the execution of detailed project plans designed to meet business and technical requirements. Managed project scope, schedule, and resources in alignment with PMI best practices to ensure the realization of expected value. Led regular meetings with business leaders to ensure timely and accurate communication of project status and capture of complete business requirements. Led regular meetings with project teams to evaluate project status, track project milestones, determine critical path, identify issues, and propose solutions, and create Project Plans and Statements of Work.

August 1996-June 2007. Program Manager. Automated Business Systems and Services, Inc.

U.S. Department of Housing and Urban Development (HUD). A key member of the PMO responsible for managing HUD’s Y2K efforts. Program and Contract Manager for all ABSS activities at HUD; technical, administrative, and business development. Responsibilities included the management of Compliance Testing, Independent Verification and Validation (IV&V) and auditing for over 278 major HUD Programs; implementation of compliance testing process and standards; establishment and maintenance of Y2K test environment for PC applications; and management of Y2K databases to track progress and provide data for Y2K scorecard yielding auditable results. Testing included the reverification of modified programs or converted migrated systems to ensure compliance for both Y2K and functional performance. Developed and implemented a HUD IV&V checklist to standardize change control processes and to install a configuration management policy. Served as Y2K technical representative on the Change Management Review Board. Additional responsibilities included management of processes and procedures to upgrade all required software on HUD laptops to ensure Y2K compliance. Grew business from an initial staffing level of eight to a staff of 50 analysts, programmers, test engineers, and administrative personnel.

EDUCATION CERTIFICATIONS

B.A., State University of New York at Binghamton Project Management Certification

Scrum Master Certification

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