Project Management Risk

Velvee C. Morell, MBA, PMP

**** **** ******** *** 512-***-**** 512-***-****

Round Rock, Texas 78665 E-MAIL: ********@*****.***

“If you want to manage somebody, manage yourself.

Do that well and you'll be ready to stop managing, and start LEADING.”

PROFESSIONAL CAPABILITIES

Leadership

Project Management

Management

Team Building and Mentoring; Integrity with an Open door policy

Project Management Professional (PMP) Certification (Cert. # 221518) with Project Management Institute (PMI)

Internal Lead Auditor Certification (Cert. # 0104556) with International Organization for Standardization (ISO)

Total Quality Management

Lean Manufacturing:

Kaizen & 5S Applications

Six Sigma (Yellow Belt Certified)

Project Charter, WBS, and Project Plan Development, Planning and Contract review, Statements of Work, Project Plans, Project Status Reports

Behavior Justification Investigation Root Cause Analysis (RCA) Certification (Bobby Jones

Developing and Setting SMART Goals and Objectives

Scope, Cost, Time, and Quality Management (The Triple Constraints)

Recognized Management Skills; team building/development

Change Agent, and Change Management

Project Risk Management Mitigation;

Risk Model; Effective management of Project bottlenecks

Excellent leadership reputation; Project Facilitator; (no hidden agenda)

Certified Trainer

Bi-Directional communication of team goals, expectations, and objectives

Subcontracting and Consultant Management; Communication and Relationship Management

and Facilitator

Risk Management; QC; Project Life Cycle Methodology Execution/Costing; Earned Value Methodology; Network Diagrams

Forward thinking (Innovative)

Creative problem solution; Outsourcing and

In-sourcing

Precursor (not afraid to tackle any extraordinary challenge)

Entrepreneurial Spirit

Process Improvement

Staffing / Talent Mgmt

Effective Negotiator; Effective communicator; Contract dispute resolution; RFPs

Capability Maturity Model (CMM);

Software Development Life Cycle (SDLC)

Business development utilizing Earned Value methodology, Network diagrams, Parametric and analogous estimating

Built-to-Last Leader

Win/Win negotiation skills

PMO Office Development and Project Portfolio Management

Sarbanes Oxley (SOX) compliance & current trends toward accountability

Unique Traits:

Known as a results-oriented, self-motivated achiever with a reputation for excellence and a strong work ethic

Highly adept in communications - internal and external; clear and concise executive program reviews, on target budgeting and financial accountability;

Known for client/customer focus, ability to deliver to expectations and strong customer relationships;

High level of integrity and trust;

Focus on team management, resource planning and staffing to project needs, while ensuring the provision of superior customer service and satisfaction levels.

Establish and meet revenue and profit commitments

Able to manage people to attain business goals while maintaining cost controls and meeting deadlines

Proven professional in planning, budgeting, coordinating, scheduling and implementing

Proven ability to build and manage highly energized, creative and focused teams

Strong negotiating, leadership and relationship management skills

“To the optimist, the glass is half full. To the pessimist, the glass is half empty.”

“To the Project Manager, the glass is twice as big as it needs to be.”

VELVEE C. MORELL, MBA, PMP Page Two

Technical Toolbox

(Applications, software, concepts, development tools currently used or used by teams managed)

MS Office Suite & Access

Oracle – Material Requirements Planning (MRP)

SAP –, ECC 6.0

Agile PLM-9.0.4

MS Project & SMARTSHEET+

SharePoint

Oracle - Customer Care and Billing Utility System(CC&B) 2.6

SAP & Oracle - Enterprise Resource Planning Systems (ERP)

MS PowerPoint, Visio

Electronic Data Interchange (EDI)

LAN, WAN, SAN

Datazeo – Meter Reading Software

Artificial Intelligence (AI) & Robotic Process Automation (RPA) Implementation Methodology

Motorola Harmony Wireless Radio Communication System

Document Management System - Interwoven

Acumatica ERP system 2022-R1 & SalesForce

ITIL V3 Foundation

SAP-Project Systems

Clarity-Project Portfolio Management (PPM) Tool 8.1.1

HP Service Manager

Advanced Metering Infrastructure (AMI)- remote connect/disconnect

Meter Data Management (MDM)

Data Raker – data extrapolation

Mobility Workforce Management

EDUCATION

Webster University, San Antonio, TX

Masters of Business Administration (MBA)

Huston-Tillotson University, Austin, TX

Bachelors of Arts in Business Marketing

PROFESSIONAL DEVELOPMENT and CERTIFICATIONS

Project Management Professional Certification (PMP) PMI National Member

National Association of Purchasing Managers (NAPM) …National Member

Project Management Institute (PMI) National Member

ISO 9001:2015 Lead Auditor Certification Exemplar Global -International Organization for Standardization

Behavior Justification Investigation Root Cause Analysis (RCA) Certification (Bobby Jones) Exemplar Global

Six Sigma Yellow Belt Certification International Institute for Learning (IIL)

Certified Trainer Appreciation At Work

Business Relationship Management Professional Certification (BRMP) In Process)

Business Relationship Management Institute BRM National Member

Robotic Process Automation Awareness Training Certificate UI Path

Robotic Process Automation Business Analyst Training Certificate UI Path

Robotic Process Automation Implementation Methodology Training Certificate UI Path

Certified Advanced RPA Professional Training Automaton Anywhere

Advanced Robotic Process Automation Professional Certification (In Process)

PROFESSIONAL EXPERIENCE

Hypercore Network Austin, TX 2017-December 2022

Director of Commissions

Providing Financial Planning, Analysis, and Commissions support and having significant interaction with Executives & Senior Leadership.

Reviewed Analysis results, developed insightful suggestions for investments, sourcing, cost reduction, and lead strategic business decisions.

Develops budgets/policies/procedures to support the financial infrastructure.

Managed all Sales Commissions with Resolution Management

Developed and implemented the Commission's Strategic Plan

Prepared required internal financial reports, Executives materials, financial package, presentations, and ad hoc analysis for the organization.

Assisted in development of financial forecasts and annual operating plan/budget.

Lead projects related to financial planning & analysis.

Developed strategies meant to assist the organization in meeting its long-term financial objectives.

Analyzed monthly and quarterly variances and explained significant variances in financial statement accounts, utilizing input from the respective account owners.

Prepared quarterly and annual disclosures.

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Coordinated with business operations and other departments to obtain financial information for management.

Assisted in the development and implementation of process initiatives including SOX controls related to the financial reporting process.

Maintained current understanding of GAAP and SEC guidelines; researched technical accounting issues and presented findings.

Advised Executive Management team in defining and identifying key measures and performance targets

Conducted Risk Analysis and management planning in an effort to taking a more proactive approach to potential issues.

Conducted Root Cause Analysis to provide corrective actions for undesired outcomes.

Prepared or reviewed accounting policies and memos, as necessary.

Supervised subordinate processes with an aim toward continuous improvement.

Exercised good judgement and positively influences others.

Based on the business need, I did business traveling and worked a flexible schedule, including some evenings and weekends as needed

AUSTIN ENERGY, Austin, TX 2010-2020

Sr. Consultant – Customer Care, Quality Compliance Management-2016-Present

Provided support and had significant interaction with Executives & Senior Managers.

Develop solutions to critical business issues and presented alternatives to executive leadership team

Lead multiple, cross-functional, large enterprise projects, initiatives and teams

Conduct benchmarking, research and development activities, and cross-functional issue recognition and resolution

Coordinate cross functional customer billing system efforts (issue resolution, enhancements, projects, etc.…) in an operational and or customer service capacity

Advise Executive Management team in defining and identifying key measures and performance targets

Develop business processes and process workflows

Conduct Risk Analysis and management planning in an effort to taking a more proactive approach to potential issues.

Conduct Root Cause Analysis to provide corrective actions for undesired outcomes.

Director- Customer Care, Revenue Measurement & Control Office RMC-2010-2016

Designed, developed, and implemented strategic plans that met business goals and objectives created in partnership with the executive team. Devised strategies that ensured growth of programs enterprise-wide identified and implemented process improvements that maximized output and minimized costs. Worked closely with executives to strategize and develop long-term plans that ushered in new levels of productivity and success at Austin Energy. Was responsible for managing and maintaining a $10M dollar portfolio of large critical service contracts.

Directed, led, managed, and oversaw multiple operational departments (Meter Services, Investigators, Vendor Management team, and Meter Maintenance team)

Developed and maintained a profitable and scalable service infrastructure portfolio that meets the market demands and strengthens the overall Customer Care portfolio in alignment with utility market’s Best Practice.

Responsible for electric and water meter reading services for all customers in the Austin Energy service territory, including contracted services, and the transfer of data into the billing system.

Investigated incidents of meter tampering and illegal energy diversion.

Implemented and monitored alternate metering strategies and meter reading provisions

Oversaw audits of utility billings that verified accuracy and corrected errors

Implemented a Vendor Management automated solution to ensure and improve vendor relationship management, contract management, and performance management.

Developed and monitored O&M and CIP department budgets and communicated any deviations from the approved cost/time line projections.

Negotiated and managed multi-million dollar contracts with Smart Technology vendors.

Implemented an upgrade to our automated metering reading system to an Advanced Meter Infrastructure (Command Center).

Implemented a Meter Maintenance team and schedule to proactively maintain our meter population.

Also utilized this team to execute the new Meter Exchange project where we replaced 100,000 1-way meters with 2-way meters in an expedited fashion ahead of expected completion date.

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CPS ENERGY, San Antonio, TX 2006-2010

Manager-Program Management Office (PMO) - ICS Program Management Office (PMO)

Developed and implemented a PMO responsible for governance, policy, procedure and guidelines including methodologies, standard contract language, and financial controls to structure and guide the development/implementation of large, complex enterprise applications, reduce contract risks and identify projects going over budget or beyond scope. Managed a project portfolio budget of over $575M.

Developed a blueprint and an execution plan for creating and implementing a successful Program Management Office (PMO) to oversee a Stage-Gate product development process, project management best practices, and numerous business and strategic process improvement efforts that would reduce time-to-market for new projects from 18+ months to 6-12 months.

Currently Implementing Advanced Metering Infrastructure & Meter Data Management systems (AMI/MDM) $135M Project.

Improved the division’s number of projects meeting expected schedule by 52% and budget metrics by 68%.

Helped improve the entire divisional capital project budget in less than 18 months.

Improved the entire project portfolio metrics with implementation of new project management processes.

Received Award for PMO Finalist of the year 2008 after just 2 years after inception.

Obtained a Level 2.8 Capability Maturity Model (CMM) in 2 years.

Implemented a Portfolio Management system for planning, scheduling, and managing projects and deliverables. Created a dashboard for use by project, business, and executive management teams

Wrote and Developed the curriculum for six project management training courses

Developed All project management tools and templates for managing projects.

Developed and implemented three project methodologies for managing ALL projects. (IT Project Lifecycle, IT Project Lite lifecycle, and IT Iterative project lifecycle)

Developed all project metrics for measuring project budgets, schedules, and quality.

Led the implementation and daily management of a $1.75 M Project Portfolio Management Solution (PPM).

Sr. Project Manager- ICS Program Management Office (PMO)

Implemented a Program Management Office

Led and mentored project teams in application of project management techniques system delivery life cycles and other standard IT processes. This enabled process education and achieved increased competencies and effectiveness.

Coordinated technical resources from supporting application infrastructure, architecture, and software organizations.

Responsible for oversight of performance metrics and benefits realization at the Project level.

Responsible for the successful implementation of over forty software development projects within the ICS Division

Managing successful completion of software development lifecycle milestone requirements.

Coordinated integration of the front-end components with Middleware and the Back-end/Legacy applications via an Enterprise Infrastructure Architecture (EIA).

Understand, manage and report on current state baseline and gap assessment.

Successfully implemented $4M SAP Upgrade Project to ECC 6.0.

Successfully implemented $17M Motorola Harmony Wireless Radio System Project.

Successfully implemented $1.3M CA Clarity Project Portfolio Management (PPM) Project.

Establish project portfolio, roadmap and release schedules for given areas of responsibility.

Took an active role, within and outside the company, in understanding the market needs and trends.

Participated with senior management in the development of strategies and provide business intelligence/direction to the organization in order to achieve corporate objectives.

Managed client expectations while executing on a mutually agreed upon plan.

DELL INC., Austin, TX 2006

Sr. Project Manager- DELL Enterprise Systems Solutions-OEM Division- Working on a ROHS Compliant Project

Worked with Dell to enable SKUs and Mods necessary to meet the European Union ("EU") Directive on restricting use of certain Hazardous Substances (RoHS); act restricts use of cadmium, hexavalentchromium, lead, mercury and certain halogenated flame retardants (PBBs and PBDEs) in electronic products; directive was mandated to be implemented in the EU in 6/06. Dell recruited me to help implement changes required to meet the mandate in an accelerated schedule (6/06) for their OEM outbound team.

Developed and managed project plans and schedules using MS Project Defined

Managed mid to large projects and specific activities related to projects within given constraints of time, budget, and quality

Ensured the scope, schedule, and costs were reasonable and achievable

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Conducted periodic reviews to ensure project was on track and conducted post-project reviews, Allocated work among team members and provided guidance on a regular basis.

Coordinated strategies and proposals throughout the organization to achieve deliveries and meet customer commitments

Organized cross functional work teams, applied professional project mgmt skills and provided team leadership to obtain project goals and objectives

APPLIED MATERIALS, Austin, TX 2004-2005

Sr. Project Manager - Production Control Buyer / Planner

Buyer of OEM parts with the additional roles as Engineering Change Order (ECO) buyer of Printed Circuit Board Assemblies (PCBAs) and Cables and Harnesses.

Responsible for production buying and inventory control, MRP, purchase orders, Request for Quotes (RFQ’s), Excess/Zero demand inventory controls, variant material discrepancies, database management, ability to read and analyze technical instructions and drawings in supply chain environment.

IMT Consulting, LLC, Austin, TX 2001-2004

Consulting firm providing professional services in project management, process re-engineering, and marketing consultation. Managed the 2002 acquisition of Minuteman Press Commercial Printing Company; gross sales in 1st 18 mo $1.2 million.

Sr. Project Manager

As the Sr. Project Manager of all commercial printing projects, obtained quotes, hired photographers, illustrators and graphic artists, got copy and layouts approved, and managed the distribution process.

Produced and executed project charter, WBS, and project plans. Ensured projects met established time, cost, scope, and quality (Triple Constraints) of all stakeholders, especially customer’s expectations.

Director of Business Development

Guided all business development and operations management for this graphic design and printing firm, including accounting, forecasting, project management, purchasing, sales, and distribution.

Successfully contracted bids with major clients including the Texas Book Festival, Goodwill Industries of Central Texas, Texas Workers Compensation Insurance Fund, American Heart Association, Big Brothers Big Sisters of Central Texas, Huston-Tillotson University, Grande Communications Inc., and Shell Oil Corporation.

Identified opportunities to expand product lines developing new applications in solving customer problems

Established market based pricing to maximize the profit potential of each sale.

Negotiated major contracts with the focus on profit maximization.

Coordinated strategies and proposals throughout the organization to achieve deliveries and meet customer commitments

APPLIED MATERIALS, Austin, TX 2000-2003

Sr. Project Manager/Contract Specialist - New Product Implementation (NPI)

Managed new product transitions ($1.8-8.0 million worth of systems) from pilot mode into full manufacturing mode.

Purchased OEM parts with the additional roles as Engineering Change Order (ECO) buyer of Printed Circuit Board Assemblies (PCBAs) and Cables and Harnesses.

Responsible for production buying and inventory control, MRP, purchase orders, Request for Quotes (RFQ’s), Excess/Zero demand inventory controls, variant material discrepancies, database management, ability to read and analyze technical instructions and drawings in supply chain environment. Project’s change control process.

Produced project plans using MS Project and executed Project Charter, WBS, and using Global PM Methodology.

Identified project goals, created an implementation plan, and worked with sense of urgency to achieve them.

Managed all outsourced and third party supplier contracts; outsourced an entire line of product to multiple suppliers.

Ensured projects met time, cost, technical (Triple Constraints) of all stakeholders, especially customer’s expectations.

Conducted project progress reviews with customer and project team personnel, providing contingency and problem resolution plans as required.

Calculated Earned Value, SPI and CPI and reports High Impact Project financial information.

LONESTAR INFOSYSTEMS, Austin, TX 1999-2000

Sr. Project Manager/ Business Development - Implemented Project Management Office and PMIS

Managed $500k-$1M software releases for National Instruments, Pervasive Software, and Dell Computer Corp. accounts. Interfaced with marketing, engineering, sales, Sr. Management and shipping, selected vendors and negotiated pricing, vendor contracts, and lead times; developed and managed the project’s change control process, all acceptance criteria.

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Tracked and forecast inventories and produced sales, warehousing and vendor rating reports. Produced project plans using MS Project for Both National Instruments and Pervasive Software accounts.

Developed and executed the Project Charter, WBS, and Project Plans using Global PM Methodology.

Managed all outsourced and third party supplier contracts. Identified, managed, and mitigated project risk.

H.T.E., INC., Orlando, FL 1997-1999

Sr. Project Manager - Utility Billing Software Project Implementation - Complex Contract Implementations

Manage multiple project implementations simultaneously of large enterprise software applications, resources and budgets of $25M – $175M per project with all objectives and deliverables met on time, and or under budget.

Managed all outsourced contracts, third party supplier contracts and “Not to Exceed” government contracts.

Primary point of contact for municipalities and multiple implementation teams; directed and coordinated the following: Conversion analysts, Programmers, Legal, Finance, Marketing, Sales team, On-site training team and teleconferencing, Contracted services

Managed post-contract sales of systems previously introduced to clients by sales and marketing, but not purchased first time around. Demonstrating the complimentary ways that our systems support each other, we succeed in adding to sales totals while providing improved services to the clients..

H.E.B. FOOD STORES, Austin, TX 1980-1997

Service Manager (1989-1997

Responsible for multiple departments to include merchandising, product mix, product costs, and the supervision of employees via department managers in Food Service Departments.

Managed forecasting, sales scheduling, resources, budgeting, preparing financial reports, and meeting a variety of deadlines. Managed large number of employees (up to 150).

Received the H.E.Butt Central Texas District Honor for “Outstanding Corporate Image “Award

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