Software Development Data Center

KAREN MASSIE, CSM

Phone: 602-***-**** *******@**********.***

https://www.linkedin.com/in/karen-massie-csm-4704263

PROFESSIONAL SUMMARY

With over 20 years of experience, I have successfully led technical teams in the complete lifecycle of large-scale infrastructure and software development projects, including business case development, forecasting, funding, team assembly, and implementation. My project portfolio encompasses mergers and acquisitions, data center migrations, relocations, and maintenance, such as server storage upgrades, server decommissioning, server installations, and security patching. I am a highly competitive and persuasive communicator, adept at understanding C-level objectives and assembling technical teams to achieve business goals using both Waterfall and Agile methodologies.

Key achievements include:

Consistently motivating staff to reach peak performance.

A proven track record of success in infrastructure planning, disaster recovery center construction, and staffing.

Exceptional ability to collaborate with C-suite stakeholders, translating technical details into plain language and aligning business initiatives with technical teams.

CORE COMPETENCIES

Infrastructure Planning

Project/Program Management/PMO

SDLC/PMBOK

Agile and Waterfall Methodologies

Microsoft Project

Excellent presentation and communication skills

Resource Management

Risk Management

C suite communications

Sizing/Forecasting/Financial Reporting

Resource Management

Strategic Planning and Problem Solving

SharePoint, Confluence, JIRA, SQL, Java

Microsoft Teams

Clarity

Hogan

HIGHLIGHTED CAREER ACHIEVEMENTS

Infrastructure - Mergers and Acquisitions (Wells Fargo/Wachovia Bank) – Successfully managed $11 Million dollar budget, saving 3 million by control of budget and software vendor concessions. Executed Infrastructure and software compliance changes, storage expansion, table scrubbing, and testing prior to merging Wachovia data into Wells Fargo systems.

Transformational Project – Paramount Studios – successfully proposed transitioning systems from DOS to Windows environment facilitating millions in cost savings for transmission of contracts and other documents worldwide through email. Provided training and support to 400 employees.

Software Development (Centers for Disease Control) – Maintained a successful track record of project delivery in scope, on time, and in budget for 20 years for Wells Fargo. Successfully produced software application to improve workflow between four departments connecting them with one platform.

Revenue Generation (Wells Fargo) – Saved $3 million dollars from a four-year forecast on web portal software implementation at Wells Fargo by successfully proposing to CIO to eliminate redundant engineers and consolidating data center server and power to support new robust application.

Effective Presentation (American Express) – Secured $4 million dollar budget for a Disaster Recovery implementation at American Express by providing CIO with a detailed plan and budget on the construction, support, and equipment savings for offsite DR center. Implemented this plan, made vendor selections, conducted DR and BCP testing, and created documentation for SOX/COBIT compliance.

PROFESSIONAL EXPERIENCE

Genesa Technical Resources, Phoenix, AZ

Software Project Manager

June 2023 – Present

Evaluated and recommended two vendors for a software platform (JIRA, Confluence) that would serve as a centralized solution for project documentation that would be migrated from multiples SharePoint sites.

Created project plan for adding catalog items to ServiceNow software platform.

Seattle Children’s Hospital May 2022-August 2022

Infrastructure Project Manager

Conducted a vendor assessment for a software performance monitoring tool.

Assessed the company’s need over the next five years for file system storage for each department.

Managed the replacement of ETM card readers throughout the company’s locations, as well as documentation and training for employees.

Managed the replacement of end-of-life Netapp servers.

Capital One, Phoenix, AZ

Infrastructure Project Manager January 2022- March 2022

Project involved migration of SMS and email fraud alerts to a more efficient platform that will be shared by Bank Fraud and Card Fraud. Responsibility was to set up schedules, meetings, status reporting and complete project documentation for Agile teams.

Evaluated with team on finding a solution for consolidation of fraud alerts to be able to respond to customers more efficiently.

oAgile, Google, Bank and Card Fraud communications

Wells Fargo, Phoenix, AZ February 2006 – December 2021

Technology Project/Program Manager Contractor

Systems used: PMUWS, EPM, STAMP, CREST, WDATT, server requisition. sizing tools, EIT/GPMO, JIRA, CONFLUENCE, PAC2000, ERM Production Scheduling, Middleware Tools such as SOAP protocol, Java, REST

Infrastructure Projects

Managed migration to a more efficient customer phone number verification platform that will process verification in real time to ensure that customer information is up to date, reduce the number of fraud events, as well provide satisfaction for customers. This project was a high visibility project Involving 8 scrum teams and 8 applications.

Improved customer phone number verification platform that normally took 2 days to complete verification in real time.

Managed Wells Fargo/Wachovia merger across multiple business lines, and application integration and systems refresh and build out projects in relation to Wells. Application mergers included risk management, development, test plans, test scripts, IST and QA testing.

Managed multiple lines of business individual budgets which included all resources, vendor, and equipment expenses to roll up to one total budget of $11 million dollars. Kept budget within the 1% variance. Coordinated business stakeholders and translated needs to application and network teams. Followed EPM project management methodology for deliverables which mirrors PMI standards; throughout the project life cycle, meeting documentation requirements and change management procedures in accordance with the enterprise. Responsible for project status and monthly financial reporting.

Oversaw scope, budget forecast, business requirements, project planning, and execution of projects.

Managed the retirement and replacement of old infrastructure equipment.

Managed data migration projects; build out of servers and connectivity, telecom refresh, and business application integration projects.

Managed concurrent projects involved with migration of 8,300+ PVC-Frame Relay circuits (5300 sites) to new MPLS-PIP circuit environment at admin & retail locations.

Conducted discovery meetings to confirm business unit requests for firewall rule changes to meet security and risk compliance ordinances as well as managed upgrade implementations at multiple data centers (up to 23 projects). Budgets varied up to $500,000 to 1 million dollars. Managed monthly forecasting and reporting.

Maintained business continuity and disaster recovery procedures when implementing changes and ISO security risk assessments.

Adhered to change management procedures as required.

Provided an infrastructure to facilitate relocation of servers and data migration projects throughout the enterprise. This would include documenting proven methodologies and tools that would ensure repeatable migration results.

Responsible for interviewing vendors and deciding on migration tools for the enterprise. Conducted technical assessment with engineering to get approval of these migration tools.

Management of project team resources, scheduling meetings, providing supporting documentation, and following up on assigned tasks.

Provide slide presentations and communications for stakeholders.

Assuring migration projects have sufficient storage and BCP failovers in place and meet network security requirements prior to moves.

Assured security risk compliance policies were followed regarding data migration.

Assured disaster recovery and business continuity preventative measures were followed during upgrade process.

Managed budget up to 1.2 million dollars with monthly forecasting.

Software Development

Managed up to 9 enterprise-wide projects simultaneously under Wholesale for application compliance and enhancements with hybrid Agile and Waterfall project teams. Responsible for end-to-end project management including funding, resource management, business requirements, as well as project and financial plans. Coordination with CIOs across the enterprise, their respective development teams, test plans, test scripts, IST and UAT testing, financial and status reporting as well as vendor management. Multiple lines of business were involved in all projects. Identified risks, interdependencies between applications and other projects in flight. Scheduled quarterly releases and monitored deployments to support application teams to get application changes into production on time and on budget. Managed vendor SOWs, billing, and making sure they were on track for delivery. Excellent communications skills with stakeholders relaying technical terms in layman’s terms, and business understanding to technical teams.

Managed Agile and Waterfall hybrid teams and testing teams to implement and enhance applications that provided a means to detect and remediate code defects in applications more efficiently and meet security risk and compliance ordinances.

Responsible for overseeing the upgrade of functionality and backend system software for a web-based check verification application.

Managed build out of an application to integrate with Hogan and other core banking applications for sanctions screening.

Managed developers to ensure proper web application audit documentation was developed, including SLAs, Visio architectural diagrams, database scheme, programmer’s guide, test scripts, security plans.

Produced project plan, monitored developers upgrade progress, made reports to management.

Assisted with test cases scripts and end to end testing.

Assured disaster recovery and business continuity preventative measures were followed during upgrade process.

Responsible for maintaining resources, equipment, and vendor budgets. Managed budgets from $250,000 to 11 million with monthly forecasting.

Existing banking application upgrades and enhancements

Managed migration to a more efficient customer phone number verification platform that will process verification in real time to ensure that customer information is up to date, reduce the number of fraud events, as well provide satisfaction for customers. This project was a high visibility project Involving 8 scrum teams and 8 applications.

Currently we are using a customer phone number verification platform that takes 2 days to complete verification. During this time, customers may experience inability to do transactions, support calls increase, and we could lose customer trust. We are now migrating this data to a more efficient platform that will process verification in real time. This will ensure that customer information is up to date, and reduce the number of fraud events, as well as satisfy the customer.

Vendor Management

Developed requirements for statement of work, negotiate costs, and deliverable timelines. Monitored costs, and assured vendors adhere to the agreed upon scheduling, and coordinated with in-house teams to receive updates as available. Managed issues that may occur with vendors and mediated between in house teams and vendors should issues between them occur. Also managed Quality Control Reviews prior to release.

Other Achievements:

Notary Public (Part Time) April 2023 – Present

Certification and Training September 2022 – April 2023

Certified Scrum Master

Notary Public Training & Commission

Doctorial work

Technical Trainer, Hands on Phoenix – 2014-2015

Providing tech training on computers (Windows and MAC), and Smartphone applications to the elderly.

Adjunct Faculty, University of Phoenix – 2006-2015

Teaching information systems and technology processes, project management and Microsoft Project.

Education

Doctorate, IT Leadership – University of Phoenix, 2025

Masters, Information Technology – Network Security, AIU, 2005

Bachelors of English, Herbert Lehman College

Scrum Master Certification (CSM)

Notary Commission – State of Arizona

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