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ERP-PM-Workday/SAP/Oracle /Salesforce / CRM/Kronos

Detroit, MI
May 12, 2020

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Dale Roth 727-***-****

Senior Program Executive: Information, Administration, Operations & Finance


Workday certified-(33) HCM Modules & Financials / Advanced Compensation & Benefits Implementations;

M & A activities and 3PL integrations into health care space.

SAP Success Factors certified HCM Integration Financial Cutover & Scheduling/Supply Chain & P2P

Service Now 7.5/Cyber & Network Security

ERP Integration – HRIS /HCM Cloud Infrastructure

Oracle 11i & R12 Financials and HR Systems

PeopleSoft 9.1 & 9.2 HCM/Financials RFQ/RFI/RFP

FCM Implementations Change Management

Hyperion/EPM Planning & FCM Migration

Oracle NetSuite & Core HR Workday Implementations

Lawson M3; Financials & HCM Migrations

ERP Global Implementations & Migrations

SDLC/Agile Project Management Global Procurement

Disaster Recovery Business Continuity Planning

Risk & Audit Management Data Center Build/Relocation

Concur/COUPA Salesforce/Cloud-based Solutions

Summit/Calypso Trading Implementations

Kronos/ADP e-Time Suite Implementations

Microsoft Dynamics Project Planning ERP & CRM

Pricing and Performance/Employee Analytics

Global PM & business leader with years of experience leading technology operations, promoting client relationships and new business growth and achieving project goals on time and within budget. Known for leadership abilities, technical troubleshooting skills and network oversight capabilities. Knowledgeable of migrating platforms from Hyperion/JD Edwards to Global Core HR Workday platform, implementing HRIS systems to Workday/cloud-based time and attendance reporting systems, and launching SAP MM and supply chain/logistics solutions for medical devices and supplies for the health care industry and hospitals.

Accomplished program & project manager skilled in overseeing the planning, budgeting, design, development and delivery of cost-effective, customized, high-performance solutions to business demands. Experienced in managing corporate moves within existing buildings and different floor footprints and partnering with key vendors. Background includes managing and implementing SAP supply chain for healthcare and outside clinics. Managed multiple projects in Microsoft Dynamics and MS program to deliver on time and under budget large enterprise programs.

Cushman Wakefield State of South Carolina Memorial Hospital Essilor TJX Corp. AIG Pfizer Wyeth

Royal Bank of Scotland Thomson Reuters New York Mercantile Exchange Citigroup

Fox Entertainment Group National Australian Bank JP Morgan EDS GM


CUSHMAN WAKEFIELD, New York, NY 6/2016–Present

Global Program Manager: CRM-Salesforce/Workday Global HCM & Financial rollout and Implementation Across 3 Regions; Approximately 38,000 plus employees.

Developed global Cutover plan for all regions, Workday-Salesforce solution for multi-region deployment using MS Dynamics & CRM.

Implemented Workday to enable global management of benefits, payroll, advanced compensation and talent acquisition.

Configured Workday Advanced Compensation for merit-based process using shared participation functionality and developed schedule for rollout across the regions.

Managed and configured core compensation components, including compensation eligibility rules, methods of defaulting compensation and advanced features.

Delivered capabilities to manage the full worker lifecycle—from staffing to compensation—using Workday’s single intuitive human capital management system.

Developed project plans in agile methodology and designed communication plans to senior leadership.

Worked with global marketing head to align project activities to the regional business heads.

Developed and finalized go-live plans for each region and scheduled each release around resource availability.

Implemented plan and worked with technical teams and vendor on Salesforce licensing.

Implemented Service Now 7.5 to track open tickets for open workday issues.

Developed work plans and schedule for manager and employee self-service solutions for core HR functionality.

Developed and implemented security measure around Salesforce users on the system platform.

Provided steps and managed the M&A processes to implement cloud-based security steps from different entities.

Developed and proposed recommendations on change management on future processes to senior executives.

Engaged with key leadership and key stakeholders to fully understand organizational structure, business processes, and roles and responsibilities in order to identify change potential and created efficiencies where needed.

GRANT THORNTON, Columbia, SC 1/2015–6/2016

Program Manager: SAP and Workday/Success Factors Implementation, Independent Validation & Verification (IV&V), State of South Carolina Treasury Office

Managed scope, schedule and cost for portfolio of technology projects to implement JDE to Workday, SAP, NVEST and DEBT platform.

Developed cutover plan and schedule for Workday HCM implementation across state capital projects.

Organized the projects into manageable deliverables or phases and determined an effective program approach to complete projects in appropriate sequence to meet objectives.

Analyzed risks, prioritized contingency plans and identified trigger events and responsibility for mitigating action plans.

Managed relationships with project stakeholders, and M&A Finance, accounting systems within technology business partners.

Developed plans in agile methodology and tracked migration from PeopleSoft 9.1 core HR to Workday benefits and payroll module.

Managed issues and open tickets thru Service Now 7.5 for all SAP success factor generated by users.

Established and published clear priorities among program and project activities. Resolved conflicts and removed obstacles to ensure the project teams made progress to keep the program on schedule.

Managed financial aspects of project including budgeting, estimating to actual variance, resources and day-to-day initiatives.

Developed and maintained all project agile methodology using SharePoint and MS Dynamics CRM methodology.

Effectively coordinated the activities of the team to meet program and project milestones and corporate mandates.

Proactively managed change to baseline scope, schedule and cost variables, communicating impacts and facilitating decisions throughout the program initiative.

Developed a cutover plan to implement a security for SAP capital projects sign-on and system credentials.

Managed a team of 65 people, which consisted of internal/external staff as well as vendors on site.

Implemented Virtual Desktop Infrastructure, this allowed resources in different parts of the state to login into the platform.

Developed and proposed recommendations and future processes to senior executives and staff.-

Managed risks throughout the change initiative by conducting risk analysis and developing mitigation plans for each workstream.

Created change management communication plans and strategies that reaches all levels of the business.

Managed a budget and workstreams that were 18 million dollars.

MEMORIAL HOSPITAL, Gulfport, MS 10/2013–1/2015

Program Manager: PeopleSoft 9.1 Migration, Core HR, TAM, Workday/Success Factors Payroll, Benefits, Supply Chain

Managed a team of 75 resources and a budget of $14 million.

Worked with business teams and PeopleSoft functional/technical experts to develop a detailed cutover plan for deliverables, activities, activity sequence, Work Break-down Structure (WBS) and work estimates to create framework for project plan and schedule.

Finalized project plans and developed resource plans, cost estimates and budgets utilizing internal project management tools.

Coordinated with project resources—including third-party PeopleSoft consultants, internal teams, stakeholders and vendors—on all aspects of project progression and status reporting.

Project managed software enhancements for new medical devices for upgrades in the NICU department.

Managed the gap analysis for a fully integrated process for Investment and Debt functionality in the SAP module.

Prepared a M&A plan to fully integrate outside clinics and integrate into the General Ledger.

Developed a plan in agile methodology & customize the SAP module to fully integrate Treasury Management SW.

Developed plans and managed execution of all data conversion and cleansing activities from HCM legacy systems to Workday.

Managed cutover plan for implementation of Salesforce/CRM and data conversion runs for outside sales teams.

Worked directly with HR to implement Workday benefits and Success Factors as a core functional product.

Managed a implementation of Virtual Desktop technology to off-site clinics, this allowed health care staff to enter patient data.

Negotiated with Cerner a MDM, Mobile Data Management plan for enhanced health care platform for outside clinics.

Managed the scope and planned a scheduled rollout of devices for a Mobile Data Management for the hospital.

Implemented Service Now 7.5 to track all open workday issues and tracked thru the 24/7 help desk center.

Ensured timely communication to relevant business, support groups and management stakeholders around change management issues, regulatory changes, and process changes.

Identifyed the risks and provided mitigation and efficiency opportunities in the day to day activities and ensuring that changes and the solutions are implemented consistently.

ESSILOR CORPORATION, Dallas, TX 1/2013–10/2013

Project Manager: Oracle R12 Financials and Workday and Success Factors Implementation

Managed a cutover project team and lead a team of 90 resources and a budget of $22 million.

Managed project plans and all deliverables for Global Oracle R12 solution for multi-country rollout of new General Ledger system.

Partnered with business subject matter experts (SMEs) and global/regional IT leads to deliver on strategic initiatives .

Oversaw cost estimates, critical path activities, phase-based milestones and resource requirements for the successful completion of each phase of the R12 financial project.

Held day-to-day accountability for maintaining project/quality plans, tracking activities against milestones, monitoring costs and proactively shifting resources to drive project to on-time and on-budget completion.

Managed scope for all M&A processes including Payroll, Benefits, Time and Entry, Organizational Management, Personnel Administration, e-Recruitment, Talent Management and Rewards.

Implemented COUPA for new T&E platform and Workday for full cloud-based employee system for corporate HR.

Managed transition from Hyperion to PeopleSoft 9.2 and worked with accounting to set up sub-G/L accounts and cost centers.

Implemented Workday and Success Factors as part as a global initiative.

AIG, New York, NY and Dallas, TX 2012–2013

Program Manager: PeopleSoft 9.2 and Workday HR-Global Implementation Multi-region

Developed a blueprint for Oracle G/L, Oracle Purchasing, Fixed assets, Payables and Purchasing, and initiated blueprint for Oracle R12 for global business entities for corporate finance and accounting.

Integrated Summit trading and reporting for new process for compliance.

Integrated core HCM with Success Factors for a two-tier based HCM central reporting system.

Provided a project plan for COUPA to the VP for PMO and CIO for the different regions in central and South America.

Provided executive oversight and financial (FICO) controls to 5 regions; captured information and generated reports to CIO.

Managed a M&A plan to fully integrate central America into N. America HR reporting.

TJX COMPANIES, Framingham, MA 2010–2011

Program Manager: New Corporate Technology Data Center and PeopleSoft 9.1 Implementation

Developed master project plan in Microsoft Dynamics to build tier 4 data center and schedule transfer of 3,100+ applications and hardware. Developed project plans using the Solution Delivery Process (SDP) and PRINCE 2 methodology.

Facilitated vendor meetings and drafted RFPs for bid packages using HP’s DDMa and DDMi network tools for discovery process.

Implemented PeopleSoft HCM 9.1 global payroll to multiple regions; facilitated gap analysis and blueprinting sessions.

Provided dashboard reports and project status to senior leaders, including SVP Human Resources, VP Global Finance, EVP Finance and SVP Store Facilities.


Program Manager: Client Acquisition and PeopleSoft 9.1 HR Upgrade-Global-Migration

Following acquisition of Broadridge institutional clients, managed delivery and tracked all new correspondents to new Oracle G/L platform. Managed project risks and facilitated status meetings across the functional teams with 65 total resources.

Defined requirements with the business and presented a new scope and approach for PeopleSoft 9.1 upgrade.

Migrated KRONOS to JDE Enterprise One E1 9.1. Led team through project RFQ, gap analysis, blueprinting, testing and go-live.

Developed project plans and worked with vendor for new product launch: Actimize 3.2-AML (Anti Money Laundering).

Managed team of business analysts through transition to new billing system for vendor correspondents, Procure Pay


Project Manager: Global Program Delivery PMO/SAP Sales Force, CRM/HCM/Infrastructure

Managed delivery of enterprise planning project and developed schedules and budgets for PeopleSoft implementation. Partnered with HR to implement a full automated PeopleSoft 9.1-time entry and tracking system. Migrated two HP 9000 servers and applications to new data center in Boston. Managed cutover migration of source module to newer version ECC 6.0 target system and migrated master data where applicable. Tracked all critical programs using PRINCE2 project methodology and used Agile/SDLC for application migrations.


Project Manager: SAP Financials and HCM and Infrastructure implementation

Project managed finance migration for 6 workstreams and provided cutover plans for new loan IQ system. Developed detailed project plan to migrate Rapid to Prism with finance teams. Performed gap analysis on new HR tracking system to fully implement with PMO. Managed plan to switch Catalina accounts to Loan IQ. Mapped 50 accounts to new reconciliation process and fees.

THOMSON REUTERS, New York, NY 2005–2006

Project Manager: Investment & Advisory Group and Infrastructure Implementation

Managed 70 internal staff within Product, Engineering, Operations, QA and Development teams. Developed detailed project plans for various Reuters Knowledge Direct (RKD) projects within I&A group. Generated detailed budget/expense reports for finance departments for all project initiatives and resources. Provided cutover plans during the RKD transition to the core team members.


Program Manager: Implementation PMO Office/MUREX Trading Platform/Commodities

Led implementation of MUREX MX 3.1 Trading system within Fixed Income/Commodities/SOFT products trading floor environment. Implemented formal change management request process using MEGA Process and tier 1 approval platform. Managed implementation schedule with business stakeholders in commodities trading and across the NYMEX organization.

CITIGROUP, New York, NY 2003–2004

Program Manager: PMO Office

Project managed PMO migration from Legg Mason to Smith Barney affecting 145 branch locations, ensuring use of appropriate SDLC testing tools for application migrations. Managed configuration that addressed financial, human resources and SAP MM purchasing for North America. Led all FICO development by providing day-to-day planning across functional teams. Managed regulatory and compliance reporting for SOX 404/SAS 70 for audits with respect to SAP implementation using BASEL II.


Project Manager: SAP and HCM Implementation, Fox News & Entertainment Group (2002–2003): Managed Hyperion System planning and JDE Migrations to ensure data integrity across all financial systems. Led implementation of new Quantum Treasury application and GAP analysis with SunGard vendor.

Project Manager: SAP SD/HCM & Sales Forces Implementation, Pfizer Pharmaceutical (2001–2002): Project managed and tracked the implementation of new SAP SD/CRM module for North America administration group. Developed project plans and deliverables. Provided weekly status via scorecards and dashboards to PMO and senior management.

Project Manager: SAP HCM/FICO, National Australian Bank (2000–2001): Prepared project plans and release schedule for SAP HCM/HR global payroll system. Developed project scope and SOW for FICO module rollout for FI administration. Project managed implementation of consolidated ERP system.

Disaster Recovery Project Manager, Credit Suisse First Boston (1998–2000): Planned and managed critical applications for validating/activating NT redundancy system in Princeton Data Center. Consulted with SEC and internal auditors on DR audit points/requirements. Documented policies and procedures. Project managed move/refresh of 300 monitors.

Disaster Recovery Project Manager, JP Morgan (1997–1998): Managed offshore team of 50 developers and 15 UNIX systems analysts. Developed project plans for pre-production testing cycles and hardware installation for 1,600-seat DR facility in New Jersey. Devised contingency plan to transfer 40 applications to new DR site.

Infrastructure Project Manager, Cantor Fitzgerald (1996–1997): Directed system enhancements, upgrades and additions for Fixed Income Trading floor. Provided Level 1/2 helpdesk support. Purchased hardware/equipment for trading floor operations.

Project Manager, Electronic Data Systems/GM (1987–1996) FTE: Managed corporate move and physical relocation of 1,600 PCs and 400 devices for large production site. Worked closely with suppliers on cabling for new footprint of data center.


Bachelor of Science in Computer Science & Economics COLUMBIA UNIVERSITY, New York, NY.,1988


Workday HCM and Financials; Oracle R12; SAP SuccessFactors; Project Management Professional (PMP), PMI Scheduling Professional (PMI-SP), PMI Risk Management Professional (PMI-Practitioner), Microsoft Dynamics, Six Sigma Black Belt, PRINCE 2, ITIL v3


IBM/Dell/HP PCs & laptops, IBM/Dell Blade Servers, Data Center Equipment, Dell/IBM Racks, HVAC/Perimeter Security


Microsoft Project Professional 2017, Project, Word, Excel: vlook up/pivot tables, PowerPoint, Microsoft Dynamics, SharePoint 2016; Tableau, Plain View/Primavera, PRINCE 2; CCAR Regulatory BASEL II; Service Now, Remedy 7.1 & 7.5; Oracle Financials R.12, PeopleSoft 8.7 to 9.2, SAP FICO/CRM/PP/AR/AP/MM/CS/SD/GL and CRM-Salesforce

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