Supply Chain Asset Management

Tryphena Jason CPSM®

Toronto, ON- 647-***-****/ **************@*****.***

SKILLED FULLCYCLE SUPPLY CHAIN PROFESSIONAL

CAREER PROFILE & OBJECTIVE

Supply Chain and Software asset management professional with 17+ years of experience, working with fortune 500 companies (JP Morgan Chase, UnitedHealth Group, HSBC, UBS AG, GE Capital) across various domains IT, Healthcare, Banking and Financial Services, with demonstrated expertise in all aspects of SCM functions - Procurement, Sourcing, Vendor Management, Inventory Management, Resource and Contract Management.

CORE COMPETENCIES & KEY TRANSFERABLE SOFT SKILLS

Sound Knowledge of Software License Metrics and Licensing Models

Excellent Written, Verbal Communication and Making Effective Presentations

Analytical Ability / Troubleshooting Compliance Reports

Strong Analytical, Problem Identification and Conflict Resolution -:” Highly Proactive”

Full-Cycle Asset Management & Process Streamlining

Demand Planning & Organizational skills

with “A never say no attitude”

Vendor & Stakeholder Management

Staff Recruitment, Training and Motivation

Contract Negotiation/ Reporting & Documentation

Business Acumen & Multi Tasking

End User License Agreement Reviews (EULA)

Exceptionally professionalism

RELEVANT EXPERIENCE

RBC Bank (Canada)https://www.rbc.com Oct 2023 – May 2024 IT Contract Manager - Procurement & Contract management

Facilitating vendor and stakeholder discussions to capture contract treatment decisions.

Developed and Maintained the Central Database of all the contracts within the bank for various Portfolios / Line of Business

Coordinating with stakeholders to determine the Contract Treatment Decision

Reviewing Software contracts to analyze the Entitlement and maintain accurate asset repository for contract treatment decisions.

Collaborating with various LOB from contract management perspective and coordinating with legal as required

Reviewing and renewing existing Global vendor contracts for various Line of Business under corporate functions

Reviewing vendor drafts (SOW’s, Schedules, MSA, Sub agreements) on all aspects to avoid any financial and operational risk from contract execution perspective.

Key Achievement: Creation of Centralized Contracts Database (Repository)

Tools Used: Coupa, SAP Ariba SharePoint and MS Office

BMO Bank (Canada)https://www.bmo.com Feb 2023 – Oct 2023 IT Supplier Relationship Manager – Vendor Management Team

● Reviewing and renewing existing Global vendor contracts for various Line of Business under corporate functions

● Facilitating vendor and stakeholder discussions to capture the project / net new engagement requirements and initiate next

steps for contract execution through due diligence.

● Executing contracts approval and signoff process to curb the operational and financial risks post contract redlining, funding

checks and validating that the Forecast is aligned with the Working Plan

● Evaluate any performance related incidents from a service standpoint (SLA) and address the same through vendor

discussions and curb through issue management process and drive change to enhance vendor performance.

● Review each funding item, with respective funding category and corresponding PR to understand the forecast.

● For any funding roadblocks, coordinate with respective Funding item Owners and seek relevant approvals to execute

contract by being aligned with F23 and F24 Budget to retain financial health.

● Actively Managing Central Database of all Vendor Contracts and associated vendor related information.

● Markup contracts to determine appropriate contract type for better cost saving opportunities and to identify potential risk.

● Processing Purchase orders and resolving Invoice discrepancy relating to the respective PO

● Performing invoice reconciliations by collaborating with finance teams, resource managers, Technology Offices to analyze

the discrepancies related to rates, billing hours, Tax calculations, clarity records, cost center, contract value etc.

● Track actively all upcoming renewals, and other contract related notifications to action and execute prior to the due date to

be compliant in all aspects and avoid potential risks.

● Record and assess all Vendor risks resulting from internal audit and discuss with vendor and respective LTO/STO to

address against agreed SLA’s.

● Capturing all critical contract related details and creating respective Jira records for future correspondence and

negotiations.

● Ensuring all the approvals and signing are carried within the timeframes to meet the project timelines and coordinate with

vendor for Counter signature and record the final copy.

● Extracting and sharing vendor contract reports weekly with teams to review upcoming renewals and follow up with

relevant stakeholders to determine next steps.

● Reviewing vendor drafts (SOW’s, Schedules, MSA, Sub agreements) on all aspects to avoid any financial and operational

risk from contract execution standpoint and initiating necessary paperwork for the same.

● Processing SharePoint intake requests for engagements with funding approval

● Leading sourcing initiatives for all vendor engagements in corporate functions.

Key Achievement: cost savings

Tools Used: SAP Ariba, Jira, Tableau, Coupa, Power BI and MS office.

TD Bank https://www.td.com July 2021 – Dec 2022 IT Vendor Manager III – Content Enablement & IT Asset Mgmt.

Reviewing and negotiating software and professional services contracts for renewals and net new engagements

Managing Central asset database of all software and hardware and actively managing inventory.

Coordinate with Suppliers/vendors for Master agreement Change Request, renewals, sub agreements, PCR and SOW

Working with cross functional teams across project managers, IT, Finance, Purchasing, legal to be aligned with streamlined processes and develop necessary swim lanes for any improvements arising out of Brainstorming sessions.

Ensuring compliance through software asset management governance by ensuring that we are compliant in usage per entitlement laid out in License agreements thus managing inventory accurately throughout its lifecycle.

Repository cleanup to reflect the active Contracts to ensure invoicing accuracy, address any potential financial.

risks and drive process efficiency.

Help in streamlining procurement and sourcing processes by rolling out RFI

Initiate RFQ to existing vendors portfolio depending on the requirements laid out by LOB, to seek best price and on time delivery.

In scenarios where a vendor has performance issues assist in RFP for determining the vendor who could address an issue through solutions and support, coordinating meeting with LOB to assess vendor presentations.

Reviewing work engagements of various vendor accounts with inherent Risk rating and coordinating with

internal stakeholders to capture insights for Contract Compliance setup in SAP Ariba and execution.

Ensuring to review weekly reports for tracking all upcoming renewals of vendor contracts.

Coordinating on the internal approval and signoff of Contracts and Counter signoff by Supplier

Perform internal audits of Assets entitlements vs utilization to track the usage on regular intervals.

Reviewing and deriving critical details from various Contracts such as MSA, SOW, Sub Agreements etc. for

Contract Renewals and Negotiations

Identifying consolidation opportunities for vendor contracts leveraged across LOB’s and thereby set up in Ariba.

Sharing any process improvement ideas with senior leadership for all areas of work contract negotiation, templates usage methodologies, asset reporting and utilization etc thus drive process efficiencies and reduce overall cost staying compliant.

Work with Finance teams for invoice validation against the respective Purchase orders processed and associated requisitions.

Resolving vendor disputes and coordinating catalogue integration process with IT Technical teams to ensure effectiveness.

Implementation to streamline processes for appropriate asset lifecycle management.

Extracting the CWS Report for Flight Plan Analysis and determine suppliers who are in scope and Out of Scope

for Enablement

Resolving and addressing pain points with vendors to be aligned with the SLA and thus monitor the vendor performance against KPI’s.

Working with Platform Technical and development teams from integration perspective and execute the testing of use cases in testing environment prior to executing in production environment.

Coordinating with Change Managers to capture details surrounding Invoice Mapping Current-Future state to

streamline the spend channel by gaining alignment from all the relevant stakeholders.

Discussing Account related roadblocks with peers and leadership to brainstorm and drive to a solution, report on weekly basis for out of process issues and address the same to be aligned for proper invoice processing per usage.

Setting up the Contract Terms document in Ariba for Future Transactions as determined by stakeholders.

Coordinate with Change Managers, LOB, and other teams to capture detailed information on Terms, Values,

products & Services and determine the Contract Compliance Owner who could monitor the spend and actively.

manage Contract notifications.

Escalating on matters resulting out of post contract compliance enablement.

Key Achievement: Played a vital role in the Legacy Contract Migration to new platform (SAP Ariba)

Tools Used: SAP ARIBA, Coupa, MS Office, Service Now

Symcor Inc, https://www.symcor.ca Dec 2019 – July 2021 IT Vendor Manager – Project Management, Vendor management & Procurement Processes

Collaborating with Portfolio managers and Project Managers in establishing efficient workflow processes, monitoring, and implementing methodologies to improve overall reporting effectiveness for 96 projects.

Actively executing and maintaining all the OTL extracts, Expense reports, CR reports & Importing actuals to Access Database on ad hoc, weekly, daily & monthly basis and thereby addressing audit artifacts requirement when needed by audit officer.

Managing data accuracy across all platforms ORACLE, ACCESS Database and IBM for all vendor engagements to ensure that invoices are processed in a timely manner with no financial risks.

As a SPOC managing various engagements comprising of requisition creation, scheduling, tracking, Auditing, BGC, invoicing of all project-related sourcing initiatives for all Vendor accounts within Technology Division

Actively managing the VMS’s system for successful vendor engagements and to ensure compliance through timely renewals.

Capturing Addressing and analyzing vendor risks by working with internal teams Legal, Infosec teams

Building Roadmaps for engagements, by capturing insights and tracking the advancement against the agreed Milestones and defining solution for addressing any roadblocks

Executing CR for various requirements from Resource management and project management perspective.

Performing UAT testing from Tool enhancement perspective as part of shared services

Designed Process swim-lanes and user guides to drive process efficiency and to emphasize accountability for all Line of Business and strengthen internal and external relations with Stakeholders.

Working with the Finance and business leads on addressing any queries pertaining to invoicing reconciliation and addressing resource management invoice discrepancies to be aligned with the terms as laid out in Vendor Contracts

Review specifications and examine new contracts to ensure thorough understanding and adherence to desired contract terms and conditions in aspects related to statement of Work and rate card.

Proactively working with relationship managers, technical teams, and businesses in addressing various roadblocks.

Ensuring the delivery and cost parameters of SOW/Professional services agreements stay within the financial parameters and in case of any deviations report to impacted stakeholders.

Support External and internal audits conducted by Enterprise Procurement Team and Internal Audit teams by working closely with the Senior Auditors and formulating artifacts for the Audit findings.

Maintaining successful vendor relationships with vendor contacts through vendor governance

Managing all Onboarding, Offboarding & Contract Extension activities relating to vendor representatives and agency contractors for IT sector

Coordinating with Agencies for processing the Reliability status requests for all IT resources deployed within various projects to adhere to compliance requirements.

Training and supporting operational groups within ITVM with regards to procurement activities in line with corporate procurement framework and processes

Developing a robust training module for KT, dispute resolution and addressing escalations

Key Achievement: Recognised by CEO’s office for “Reporting Accuracy

Tools Used: IBM Lotus Notes (Domino), Oracle, Dayforce, Access Database, MS Office, ServiceNow

CIBC, http://www.CIBC.com Jul 2019 – Dec 2019 Procurement Analyst– Software & Hardware Procurement, Asset Management

Responsible for processing of Purchase Order for Software and Hardware components to meet the Business requirements and eliminate delays which could result in operational risk.

Processing Requirement Tickets (Laptop, Monitors, Desktop, Laptop Case, Port Replicators/ Docking Station, Printer Cards, Cabinet Keys etc.) for all the Line of Business across the Bank, to abide to meet operational deadlines.

Co-ordinate with the End users, Management and Suppliers for Order execution

Assist in developing relevant documents for Executing RFQ/ RFP for various software products to seek competitive price.

Manage and implement supply chain initiatives for assigned categories for operational effectiveness and effectively execute and driven continuous improvement for IT Change Management

Established policy, procedures, and standards to ensure consistent, high-quality delivery of service management and follow the steps of CIBC Bank "procurement process" utilizing all required/designated forms, tools, ERP system, historical savings metrics, analytical resources, and robust CIBC reports.

Demonstrate unpreceded people resources, supplier contracts and unique capabilities meet identified needs and ensure they are enabler for success.

Build results-focused relationships with stakeholders. Set annual goals to achieve that align with CIBC goals.

Working with Suppliers on Day-to-Day basis, to Eliminate Production obstacles and meeting SLA.

Daily interactions with leadership for sharing usage reports, analyzing data, and validating with vendor payments.

Driving Best Practices through process improvement ideas

Key Achievement: Consistent Performer

Tools Used: ServiceNow, PeopleSoft

JP Morgan Chase & Co, https://www.jpmorganchase.com Dec 2016 - July 2018

Procurement and Asset Manager- Technology Operations

Responsible for IT Asset Optimization and Maintenance, Contract Renewal to maintain Contract Compliance and contribute to organizational goals through Cost Savings

Was instrumental in Planning and implementing IT Service Management processes to optimize IT service delivery and reduce costs.

Implemented and led IT outsourcing contracts and managed additional responsibilities comprising of business partners and vendor coordination’s, budget analysis for ongoing and net new projects, asset management, and contract negotiations.

Tracking software license entitlements based on software orders. Conducting data cleanup and initiating decommissioning activity as required

Created and maintained standard operating procedures (SOP’s), guidelines and documentation for all related Asset Management processes.

Was responsible for coordinating software license purchases, handling ticket for software installation request, checking database for available licenses and coordinating for license purchases with the appropriate Procurement teams.

Managed large software portfolios such as Adobe, IBM, Informatica, SAS

Researched and evaluated acquired software assets to ensure that software compliance is maintained at all stages of the asset lifecycle across the Enterprise.

Processed software request maintaining high level of service quality meeting all SLA targets.

Interfaced with all end users concerning license management and software fulfillment issues.

Managing the “Order to Pay” Cycle of all software components for the assigned categories and to working closely with legal, finance and stakeholders.

Key Achievement - Financial Savings 40,000 USD through software contract renewal

Tools Used: Ariba (P2P), PeopleSoft (contract management), Emptoris (contract management), Concur (invoice processing)

Optum, https://www.optum.co.in June 2011 - Dec 2016

ITAM Manager - Software Contract License Administration

Analyzing enterprise and divisional software assets, license type, discovery data, and platform on which the software is installed, monitoring compliance, and performing reconciliations against various agreements and contracts including software licenses, support agreements, vendor documentation, and producing software usage reports to ensure compliance to reduce costs.

Handing maintenance and support renewals, addendums and amendments for existing contracts, monitoring and recording software deployments and enforcing license entitlement compliance for the organization.

Responding to user inquiries, investigating, and analyzing problems as well as developing resolutions and/or action plans.

Key Achievement – Delivered 1, 22,000 USD savings through Software Contract Renewal

Tools Used: Ariba (P2P), PeopleSoft Concur (Invoice Processing)

HSBC Bank, https://www.hsbc.co.in Dec 2009 - Nov 2010

Assistant Manager - SMO (Contracts Entitlement & Reconciliation)

Assisting and supporting planning, assessment, procurement, deployment and disposal of enterprise and divisional software to ensure that the information is recorded appropriately in the ITAM system.

Assisting IT commodity management with comprehensive market analysis & negotiations of effective contractual agreements.

Tools Used: MS Access, SharePoint, MS Office

UBS AG, https://www.ubs.com Jan 2008 - May 2009

IT Asset Manager- Software Contracts & License Management

Ensuring the centralization of software license asset management by building the global

Inventory of UBS software asset through contract renewals

Tracking, monitoring/updating software asset records to ensure compliance with vendor contracts.

Processing deployment tickets for software license through Remedy

Facilitating and processing software maintenance renewals or true ups for key publisher contracts

Maintaining and updating the contract repository system for assigned software portfolios.

Key Achievement: 1MM USD saved on re-utilization of software licenses.

Tools Used: MS Access Database, SharePoint, MS Office, Remedy Tool, PRISM, Snow

Genpact (GE Capital), https://www.genpact.co.in Oct 2001 – May 2007

Senior Buyer- IT Procurement

Processing Purchase orders for procurement of software components

Dealing with the OEM, Distributors, and Brokers etc by creating a 2-way communication channel to continually identify and assess current and future requirements.

Monitor the supplier ordering process and recommend changes to increase efficiency.

Liaising with Engineering & other departments pertaining to the agreement and RFP, RFQ etc

Extracting supplier legal agreements & establish the quantities & measure of usage entitlement.

Key Achievement: Average Handling Time (AHT) Reduction resulting in Process Automation

Tools Used: SAP (Material Management- MM), Concur (Invoice processing)

EDUCATION

Bachelor’s degree in commerce – Osmania University, – 2001 Certified Professional in Supply Management® (CPSM®) Institute for Supply Chan Management

EXCELLENT PROFESSIONAL REFERENCES AVAILABLE UPON REQUEST

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