Manager Project

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Posted:

November 13, 2019

Resume:

MANAGER – Engagement . Portfolio . Program . Project . Agile . Compliance

Pat is a manager with 10+ years focused on IT solutions for the business. This experience includes more than 8 years in professional services for Fortune 100 companies. Pat specializes in providing enterprise IT solutions including custom and packaged software, compliance – information security, cyber security, recovery planning, and infrastructure.

Pat has a proven track record in private industry (health, specialized, and life insurance; travel & hospitality (including casinos); health care; transportation (air and rail); publishing and magazine; technology; financial services; telecomm; utility; aerospace; automotive; insurance; legal; manufacturing; education and eLearning; retail; oil & gas), Big 4, and international consulting organizations including management of offshore and distributed resources in the US, Canada, Europe, the Caribbean, Mexico, Australia, India, South America, and Asia Pacific with budget responsibility exceeding $100K (project), $50M (program / engagement) and $100M (portfolio).

Experience includes defining and implementing strategies to enhance the enterprise and enable excellence through planning, risk management, software, process engineering, automation, compliance, quality assurance, and continuity. Pat is able to build and sustain effective relationships, develop innovative enterprise risk management strategies, and implement state of the art infrastructure solutions. Key achievements include:

Manage multi-dimensional programs and projects including integrated solutions with responsibilities using geographically dispersed teams of 5-200+ professionals. This includes vendors and vendor contracts, SOWs, and other contractual documents.

Serve as the primary interface with functional, project, and program management for functional or site specific projects categorized as a normal change or minor project.

Committed to practice and deliver project management processes defined within the IT project management processes.

Provide project management reporting and status updates to all stakeholders and project sponsors.

Collect and summarize current project information and milestone status.

Coordinate the efforts of other functional team members to develop a project plan for functional related tasks.

Drive and complete functional tasks to completion as defined in the project schedule.

Identify and communicate risks associated with tasks and the overall project plan / approach.

Identify alternative solutions to minimize risk and present to management.

Identify best cost solutions for the project and make recommendations based on the analysis.

Participate in information exchanges with other departments, within the team, and with other external entities.

Strive for continuous improvement by anticipating needs or required changes to approach, meeting and exceeding the client’s expectations, and making the client a priority when issues arise.

Confirm with all managers re: complex or unique situations.

Ensure adherence to all company policies and procedures including quality, security, change management, and others.

Maintain discretion and confidentiality in all areas pertaining to data, proprietary information, and IT systems.

Understand and embrace the business and IT strategic direction.

Led planning, execution, and completion of a business transformation program to convert health insurance policies and Life/Annuity policies from multiple Policy Administration Systems (PAS) to one target system and to transition policy servicing. Included managing inter-project dependencies which were a critical aspect of this transformation. These dependencies were part of design considerations and integration testing with all users involved in the final integrated user acceptance test.

Work with minimal direction supporting multiple initiatives across functional areas; define strategy appropriate to the situation; manage P&L; work across divisions; and work with remote teams and vendors, project managers, managers and executives to prioritize requirements as well as program and portfolio management.

Implement all aspects of program / project management including project scheduling, status reporting, gate reviews, executive presentations, and application of the client’s life cycle methodologies.

Define and implement creative solutions to address organization’s requirements leading to improved budget control, on time delivery, enhanced deliverables, and exceeding expectations.

Incorporate Rational Unified Processes, Agile, Scrum, Kanban, SAFe, iOS, and collaboration techniques to facilitate solution development and remove barriers that impact team’s ability to meet goals and objectives and ensure cooperation across organizational boundaries.

Ensure teams include business and technical resources formulating product, infrastructure and compliance solutions delivering results that are consistent with the needs of the organization and that meet the planned schedule 90% of the time.

Complete post-implementation reviews for all projects.

Define and implement PMO functions including identification of skills, tools & methodologies, training requirements, performance improvements, use of Earned Value Management as a control system – baseline planned state as target, measure using controls systems and status reporting, compare current state as baseline and variances, and correct any variances outside allowable limits taking corrective action.

Manage Software Solutions including content management; mobile with handheld devices and tablets including organizational change management – eLearning solutions, corporate communications, POS, mobile devices, customer web portals; Oracle – Financial & Manufacturing and SAP – Financial & HR; transformations from SDLC to Agile / Scrum and Kanban; and others.

Improve organization’s preparation, response and ratings related to federal and state compliance audits for CCPA / GDPR (Privacy); Federal Banking Regulations; HIPAA; JACHO; and others.

Ensure IT and business leaders understand the strategy to ensure business requirements are addressed.

Deliver on time, within budget, with effective use of resources and management of change required due to change in client’s direction or requirements.

Move ratings from Unacceptable to Acceptable or Exceeds Expectations for AICPA SSAE 16 – SOC2 Type II Type 2 audits, ITIL certification, SOX, ISO certification, and others. Solutions include enhanced security, availability and privacy policies, processes and tools.

Manage infrastructure solutions including high availability, server consolidations, internet data center solutions, implementation of production monitoring tools, firewall implementation, disaster recovery, security, network solutions, database upgrades, and others.

Utilize tools such as Clarity and / or Jira for new projects from inception through project close. This includes WBS, schedule, resource assignments, tracking time, billing (if needed), and pulling data for executive presentations to show progress, concerns, and successes.

Ensure effective organizational change management is in place and is a key component of the engagement.

Mentor internal resources to position them for new opportunities and promotions.

AREAS OF EXPERTISE

Engagement / Portfolio / Program Management / PMO / Scrum Master / Risk Management / Compliance

Agile / Scrum / Kanban / SAFe / Earned Value Management / Agile Coach / Life Cycle Engagements

Complex Solutions / Encryption / CCPA / GDPR

Industry Verticals

Financial Services; Food & Beverage; Health Care - Billing, Hospitals, Practice Admin; Hospitality - Hotel, Casino; Utility; Legal; Telecommunications (US; Australia); Transportation (Air; Rail); Technology – Software; Technology – Service Provider; Publishing; Retail; Insurance; Aerospace; Automotive; Legal; Manufacturing; Oil and Gas; Education (K-12, Higher Ed); Government (Local, State, Federal)

EDUCATION, CERTIFICATION AND PROFESSIONAL AFFILIATION

DEGREES -

Masters – Project Management, Keller Graduate School of Management, Atlanta, GA

MS – Computer Science (Operating Systems), Pratt Institute, Brooklyn, NY

BA – Math & English, Mercyhurst University, Erie, PA

CERTIFICATIONS -

Certified Scrum Master (CSM - # 64128)

PMP (#40940)

Six Sigma – Green Belt

DRII, Certified Business Continuity Professional (CBCP - # 13867)

Certified Information Systems Auditor (CISA - # 16129044)

Certified Records Manager

One Trust (Privacy - CCPA / GDPR)

PROFESSIONAL AFFILIATIONS -

PMI – Central & South Florida Chapters

ISACA – South and Central Florida Chapters

Women in Agile

PMI – Mentor

PMI – Scholarship Recipient

SCRUM Users Group

Dev Ops Users Group

Association of Contingency Planners (ACP) – Board of Directors

Southeast Continuity Planners Association (SCPA) – Board of Directors

FEMA Liaison for SCPA

PROFESSIONAL EXPERIENCE

Blue Cat Enterprises, June 2019 – Present, Engagement / Senior Manager / Agile Coach & Scrum Master (Orlando, FL; Atlanta, GA)

Focus on leading compliance (e.g., CCPA; Privacy; AICIPA SOC2 Type2; One Trust) and technology programs and projects. Representative engagements include:

-Led CCPA (Privacy) compliance review and enhancements to processes, procedures, use of APIs, identification of data sources; introduction of new processes and procedures to interact with customers; and other initiatives with various members of the organization from IT, Security, and the business;

-Define approach for conduct of compliance reviews for CCPA and other compliance initiatives. This is for use on client engagements to document status of compliance initiatives, planned remediation including target dates, identification of acceptance of risk if decision is to “not remediate”, and other pertinent information.

-Work with other consulting firms, audit teams, and vendors to identify options for remediation specific to CCPA using One Trust and other tools.

-Use of project management tools and methodologies including SDLC and Agile / Scrum / Kanban with MS Project; JIRA; VersionOne; Clarity; and Rally.

-Other tools include the MS Enterprise Suite - MS Project, Word, Excel, and PowerPoint.

CapGemini, May 2018 - June 2019, Engagement Manager / Scrum Master / Agile Coach (Atlanta, GA; Orlando, FL; Richmond, VA)

Manage and deliver engagements working at all levels of client and vendor management. Focus on software development - Agile / Scrum / Kanban / SAFe with JIRA (Confluence; GreenHopper); data transformations; compliance; and infrastructure. Representative projects include:

-Product development for transformation of contracts management system to ensure aligned with current requirements from the business units and the clients, to provide broader functionality, to enhance the data available to internal and external users of the system, to provide clients with access to their information using a web portal, to allow users to make reservations online, and other user-friendly features. Client anticipated that the requirements had remained stagnant for several years. After working with the user community, there were 500+ additional requirements. Significant areas such as roll-out plan and funding were critical to moving forward with the initiative.

-Develop effective partnerships with technology product owners, business stakeholders, and technical & business team members serving as a servant / consultant to the client’s teams to identify change management opportunities including executive presentations using MS PowerPoint, training to enhance the transition to enhanced technology and new business processes and procedures, and to frequently communicate to the enterprise to keep them informed of these changes using daily information blasts, eMail status updates, and newsletters for example. The effective use of Organizational Change Management is critical to the success of all transformations.

-Product development initiatives include iOS, C++ and JAVA

-Product development focused on security software includes resolution of problems and any resulting changes.

-Transformation from SQL to Azure Cloud including four teams for each of the different data sources and schedules. Teams included onshore and offshore resources who were FTEs and contractors. The work was performed onsite to ensure integration of the business team into the overall completion of the transformation. Each team was led by a Scrum Master and included BA and data SMEs.

-Served as the Agile Coach for a transformation from traditional SDLC to an Agile framework. This included using JIRA, establishing the initial product backlog, initiating all Agile ceremonies and delivering artifacts, defining the overall schedule, and reporting to management. This engagement was part of a sales initiative to add value to the current outsourcing in place.

-Use of data analytics as part of data analytics leading to identification of alternative solutions.

-Address CCPA guidelines as they apply to privacy of information to be included in any new development efforts to ensure compliance. This includes the use of One Trust.

-Conduct Vulnerability and Threat Analysis as part of oversight and governance responsibilities.

-Key Results: Projects on time (90%); Add-On Business (95%)

-Use of project management tools and methodologies including SDLC and Agile / Scrum / Kanban with MS Project; JIRA; VersionOne; Clarity; and Rally.

-Other tools include the MS Enterprise Suite - MS Project, Word, Excel, and PowerPoint.

-Technical environments include: Cisco; networking; JIRA (Confluence; GreenHopper); Version One

Cognizant, October 2015 – May 2018, Consulting Manager (Houston, TX; Jupiter, FL)

Manage and deliver projects working at all levels of client and vendor management. Focus on software development - Agile / Scrum / Kanban / SAFe with JIRA (Confluence; GreenHopper); compliance; and infrastructure. Representative projects include:

-Product development for transformation programs to convert health insurance policies and Life/Annuity policies from multiple Policy Administration Systems (PAS) to one target system including the transition of policy servicing. A critical aspect of this was the management of inter-project dependencies. These dependencies were part of design considerations and integration testing with all users involved in the final user acceptance testing component. (iOS; Agile / Scrum; Compliance; Custom Software Development)

-Product development for the automation of all processes, calculations, and BOBJ reporting for imputed interest in SAP - Finance. The calculation of Imputed Interest is a critical business process which produces results ranging between $25MM-$30MM per month. The current calculation is performed using Excel using data provided from various sources. This includes acceptance test, parallel processing, and IT SOX Compliance. (Agile / Scrum / SAFe; Compliance)

-Product development for the automation of all processes, calculations, and BOBJ reporting for qualified expenses in SAP - Finance. Qualified Expenditures is one of the major components in the calculation of capitalized interest. Currently, the calculation of Qualified Expenditures is performed manually using data pulled from SAP. This includes IT SOX Compliance. (Agile / Scrum / SAFe; Compliance)

-Product development for the automation of all processes, calculations, and BOBJ reporting for all corporate projects including design and building of new products and facilities in the US and Canada. (Agile / Scrum / SAFe)

-Vendor and contract negotiations, product implementation including vendor management, EDI, MDM, Corporate Communications, and interface with SAP - Payroll for implementation of a product solution where employees can use their corporate IDs to purchase at the corporate cafeteria and coffee shop using QuickCharge. The Pilot included executives and other FTEs for a period of 6-pay periods. (Kanban)

-SAP Interfaces to SAP – Payroll and reporting for all divisions of the organization, regulated and non-regulated, for the implementation of a state-of-the-art expense reporting system hosted at Chrome River for employee expenses and corporate purchases. This includes acceptance testing and IT SOX Compliance. (Compliance; Kanban)

-Robotic process automation processes and procedures for product development using UiPath and SOX compliance across all divisions of the organization. All process automation is completed following Agile / Scrum best practices. (Compliance; Scrum)

-Manage solutions development for multiple health insurance lines for their annual enrollment including production of cards and booklets, associated infrastructure projects including the mirrored production environment for testing (Kanban).

-Convert from Cisco phones to MS Skype for Business for calls and meetings with the goal to reduce desk space usage in an Agile / Scrum work environment. Interfaced with the client’s internal team to determine license needs; projected costs including licenses and headsets; addition of phone numbers for new employees without incurring the costs associated with the Cisco phone set. Pilot the solution with a small team and moving to a larger group. (Kanban)

-Provide ongoing customer support for the integrated multi-day test of client’s hosted facility, following move from Philadelphia to Atlanta, for critical products including multiple business functions, customers and vendors to ensure compliance with BAAs and federal regulations. (Compliance)

-Define and document practice project plan templates for project management, impact analysis and ISO 22301; Annual Training Plan; and internal campaign collateral including introductory mailing, presentation documentation, and meetings with account management teams – Retail Practice. (Practice)

-Project Management - EMV implementation for Food and Beverage and upgrades for Front Desk for major resorts enterprise – Hospitality. (Compliance)

-Technical environments include: Cisco; networking; JIRA; Rally; Version One

-Other tools include the MS Enterprise Suite - MS Project, Word, Excel, and PowerPoint.

-Use of project management tools and methodologies including SDLC and Agile / Scrum / Kanban with MS Project; JIRA; VersionOne; and Rally.

-Key Results: Projects on time (80%); enhanced product development thru innovative use of technology and improved profitability (50%)

Blue Cat Enterprises, November 2010 – October 2015, Senior Manager (Atlanta, GA; Houston, TX)

Representative engagements include:

-Manage software development and release management using Rally, MS CRM, iOS, and MS Team Foundation Server (TFS) for product development of a comprehensive health insurance software solution used by providers and their agents during annual renewal. 85% of enhancements were implemented as scheduled.

-Manage design and implementation of an integrated admissions, enrollment and registration, student demographics, grades, attendance, and other for students in advanced education at colleges and grad schools. This included data and the portals for educators, parents, and students.

-Work on engagements for one of the largest community of health care clients to ensure information requested during the bid process was availability re: compliance with AICPA SOC 2 Type 2 and HIPAA. This included conduct of the initial assessment and remediation based on the findings working with one of the Big 4 and internal audit during the first phase which was limited to Security and Availability. Subsequent phases addressed responses for Security, Availability, and Privacy.

-Design and implementation of enhanced casino management system to include tracking all comps based on use of slot machines and other gambling events using “credit card” for room and / or restaurants/bar charges.The design included ensuring that Nevada Gaming Regulations were addressed and complied with.

-Manage content management engagements for a BI firm to provide them a better analysis tool when working with their clients to ensure required support is in place and to determine opportunities for additional sales. This effort included requirements gathering, defining project schedule, and identifying specific products available to be used, and coordinating vendors responses to the RFP and for demos.

-Direct the implementation of an electronic records management program. Focus on planning, requirements, and design of a comprehensive SharePoint solution using Records Manager and other add-on tools for a more robust solution. Team included both technology and business resources distributed throughout the US. Focus on identifying and classifying the records, documenting the associated process flows, and recommending improvements in those processes. The engagement was completed on time and under budget.

-Manage program of software solutions development for a records management organization from concept thru UAT using Agile/Scrum for rapid product development. Projects included a global capability to enable sales to enhance their ability to identify new opportunities and mobile technologies including tablet PCs and handheld scanning devices for chain of custody and compliance solutions. Technical environment included Microsoft development tools, .Net, MS Silverlight (admin portal), SSRS (SQL Server Reporting Services), JAVA, WEB, Oracle, BI data and reporting, Visual SourceSafe, and master data management (MDM). Use of Agile / Scrum techniques reduced the development time by 50%. Customer satisfaction improved 25% based on survey results.

-Manage Product Life Cycle engagement including conducting facilitated sessions with key constituents to define requirements, identification of packaged solutions options, rapid vendor response leading to product recommendations and decision.

-Manage content management system requirements, design, customization, and implementation. This included all aspects of the development and project life cycles. Documentum was the content management solution in place.

-Design and manage onboarding processes, executive scorecard, service and contract management, SLAs, change and problem management as the single point of contact across service lines. Manage process adherence, improvements, and KPIs. Overall responsibility for service improvements for the critical roll-out of a new product to service providers.

-Manage SOC2 Type II compliance initiatives focused on software enhancements, process improvements, and enhanced security, continuity, availability, and privacy of protected data (PHI). 90% of the enhancements were implemented on time reducing the exceptions by 80%.

-Work with a client to facilitate decisions regarding how to better manage the product life cycle including conduct of facilitated meetings to determine gaps, identification and selection of packaged solutions to support the changes to the life cycle, product life cycle revisions, and plan to integrate those solutions.

-Manage project focused on enhancing the customer and associate experience for an eRetail organization including project initiation, requirements and design through implementation. Utilized MS Project Web Access and Enterprise to assign resources and track time and Financial Management System for forecasting and tracking costs. Solution includes interfaces with SAP-CRM, Siebel CRM, SalesForce.com and SharePoint.

-Manage implementation of state of the art encryption and de-identification solution to ensure PCI compliance for a card services organization. Utilized CA Clarity as part of the portfolio management process to track resources, availability of resources, and financials – forecast and actual.

-Use of project management tools and methodologies including SDLC and Agile / Scrum / Kanban with MS Project; JIRA; VersionOne; and Rally.

-Other tools include the MS Enterprise Suite - MS Project, Word, Excel, and PowerPoint.

-Technical environments include: Cisco; networking; C++; .net; and others

-Key Results: Projects on time (85%); enhanced product development thru innovative use of technology; high client satisfaction ratings (50-80%); and improved profitability (30-45%).

SunGard Consulting, January 2009 – November 2010, Senior Project Manager (Atlanta, GA)

Representative engagements include project manager responsibilities for:

-Lead Strategy definition and implementation related to the overall approach, rollout of key functionality and software enhancements and upgrades to ensure that the information was 99.9% accurate leading to overall enhancements in the production as well as the continuity environments for major health care provider.

-Lead critical compliance initiative for a major health care provider including assessment of risks, gap analysis related to compliance with various health care regulations and standards, incident management planning, security, and recovery management with vendors and outsource vendors including EHR, hosted medical software, and financial systems. Implemented PMO to better manage concurrent projects at 35 locations. Overall ratings improved 80%.

-Design and implement training and change management strategies to ensure that employee adoption and usage is maximized as well as minimizing resistance. This may include the use of conference room pilots to familiarize the business teams with capabilities so that they can identify enhancements to ensure their business needs are met. The approach here is especially important to ensure that team members who will be under extreme stress during a recovery are adequately trained and able to be agile when it comes to actually performing effectively during recovery.

-Lead Capability Maturity Assessment of hospital’s corporate business continuity program to determine gaps requiring corrective action in order to meet regulatory compliance, document high priority elements, and project budget requirements.

-Work with 34 hospitals to enhance their business continuity strategies and plans; design and implement incident management plans; test plans to ensure effectiveness and understanding of the approach; document a comprehensive approach for managing and coordinating business continuity program efforts; and work with teams and vendors focusing on technology plans for critical Windows 2003, Windows SAP, LINUX and MAC servers and web solutions for retail (corp to corp) and publishing organizations.

-Conduct overall risk management program to ensure JSOX compliance including design, implementation, and testing of overall program for key business functions and processes; analysis and recommendations for enhancing strategy to ensure business resilience; identification of areas to restructure for process improvement; and vulnerability assessment of the critical information technology infrastructure for manufacturing and technology industries.

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