Project Manager

KEY STRENGTHS

Managing complex project schedules, tasks, deadlines and budgets

Managing User and System testing execution

Issue resolution

Facilitating communication and presentations

Client requirements gathering and definition

Driving value added process improvement

Training development and delivery

Managing cross functional teams, local and abroad

Implementing Change Management strategy

EDUCATION

Master of Business Administration, Finance / Decision Sciences, Clark Atlanta University

Bachelor of Arts, Business Administration / Accounting, University of the Virgin Islands

SAMPLE CLIENTS SERVED

LCMC Hospital System

Grady Health System

University of Georgia

State of Georgia

State of Florida

Commonwealth of Virginia

State of Connecticut

State of Texas

Georgia Department of Technical and Adult Education

United Healthcare

Work Experience Detail

Tamara Morton, MBA

Executive Summary

Ms. Morton is a senior ERP expert with 20 plus years in the areas of Finance, Accounting and Information Technology. She specializes in project management, ERP implementations and upgrades, system design, training and production support. Ms. Morton has significant experience leading financial system strategy and selection, proposal writing, as well as business process analysis, design and re-engineering. She consistently provides clients with exceptional value by offering innovative solutions to challenging operational goals. Her industry experience includes 10 years of Big 4 ERP Consulting with clients in State and local Government, Healthcare and Higher Education. She has independently contracted with Government, Retail, Staffing, Hospitality and Legal clients for system selection, ERP upgrades and implementations as well as business process engineering, change management, training, risk analysis and non-ERP systems development projects.

Experience Highlights

Lead public sector, healthcare and higher education projects in system selection, feasibility, risk, business process re-engineering as well as ERP implementations and upgrades.

Inter-organizational relationship development and team building.

Plan, develop, implement and operate in ERP post-production support teams

Assist in development of complex general accounting structures

Management of large teams consisting of client, 3rd party integrators, off-shore subcontracted developers, testing teams and business analysts

Assist in the facilitating and management of the client Governance and Selection team’s selection of software/data platforms to implement Cloud based & ERP systems for Finance, HCM, and SCM

Devise strategies for gathering required details to determine data which will be used in business cases with both on-site and remote teams

Formulate presentations and facilitate workshops with client Selection teams in order to provide guidance on standard software selection criteria as well as engage teams in remote brainstorming sessions for including criteria unique to their business

Assist with development and formatting of scoring criteria for vendor demonstrations and proposal responses

Assist in analyzing, consolidating and summarizing client data scoring vendor demonstrations and proposal responses

Assist in the development of Return on Investment financial models at various intervals pre and post go-live

Develop and/or enhance supporting methodologies and tools to assist clients in the software selection process

Provide subject matter expertise in the Change Management, Finance and SCM areas based on previous experience as a Finance ERP Project Manager, Production Support Lead, and Implementation and Upgrade Consultant

Understand and document client processes and requirements, strategic initiatives, scope, and key success factors

Facilitate client workshops focused on designing future state business processes that would fit Cloud based technology and methodology transforming from traditional ERP Platforms

Develop Business Cases and recommendations for traditional ERP and Cloud Software solutions of choice

Professional Background

Avaap, Senior Consultant, 2016 – Present

Optum / United Healthcare Group, Application Development Consultant, 2010 – 2016

Deloitte, Senior Consultant, 2005 – 2010

Accenture, Senior Consultant, 2000-2004

KPMG Peat Marwick, Consultant, 1997-1999

Certifications

Certified Oracle Implementation Specialist

Prosci Certified Change Management Professional

Navigator Management Partners, LLC, Senior Consultant, 2016 - Present

LCMC Health, February 2020 – June 2020

Subject Matter Expert for Cloud Finance, HCM and SCM Software Selection

Achievements:

Assist in the facilitating and management of the client Governance and Selection team’s selection of a software/data platform to implement a Cloud based ERP system for Finance, HCM, and SCM

Devise strategies for gathering required details to determine data which will be used in the business case

Formulate presentations and facilitate workshops with client Selection team to provide guidance on standard software selection criteria as well as engage team in brainstorming sessions for including criteria unique to their business

Assist with development and formatting of scoring criteria for vendor demonstrations and proposal responses

Assist in analyzing, consolidating, and summarizing client data scoring vendor demonstrations and proposal responses

Assist in the development of Return on Investment financial models at various intervals pre and post go-live

Develop and/or enhance supporting methodologies and tools to assist client in the software selection process

Provide subject matter expertise in the Change Management, Finance and SCM areas based on previous experience as a Finance ERP Project Manager, Production Support Lead, and Implementation and Upgrade Consultant

Understand and document client processes and requirements, strategic initiatives, scope, and key success factors

Facilitate client workshops focused on designing future state business processes that would fit Cloud based technology and methodology

Develop Business Case and recommendation for the ERP Cloud Software of choice

Grady Health System, July 2019 – August 2019

Testing Lead for Implementation of Commitment Control and Project Costing in a production environment

Achievements:

Lead the development of a detailed test plan for all modules affected by the implementation of new functionality for Project Costing and Commitment Control including all Procure to Pay processes

Lead the development of detailed test scripts for all modules affected by the implementation of new functionality for Project Costing and Commitment Control including all Procure to Pay processes

Provided detailed analysis of all downstream processes being affected by the introduction of the new functionality being implemented to control project budgets which included all Procure to P ay business processes

Ensured that 3rd party systems used for scanning Vendor Invoices which are subsequently interfaced to PeopleSoft were included in the testing process as part of the Procure to Pay business process

Tracking and reporting project progress through the use of status reports, metrics, and effective project controls

Lead User Acceptance Testing Status meetings

University of Georgia – OneSource, 2016-2019

Project Manager for OneSource PeopleSoft Financials Implementation of 9.2 from the University of Georgia’s legacy systems.

Achievements:

Lead the development of a detailed project schedule that incorporates all major project activities across functional, technical and 3rd party external software provider teams with interfaces to the Financials system

Tracking and reporting project progress through the use of status reports, metrics, and effective project controls

Identifying risks to the successful project completion of the project and coordinating the development of recommendations to the project team to mitigate and prevent risks

Creating structures and practices that enable issues to be quickly identified, researched and resolved

Design and establish Change Control process for use in development of RICE objects

Analyze, document and socialize Project Scope and Quality Management standards

Identify areas which require guidance to stay on the project timeline critical path and provide necessary assistance to resolve issues causing timeline slippage

Work collaboratively across all project teams to ensure project guiding principles are adhered to

Ensure that auditable work products are delivered and posted in the standard project repository

Create and deliver training on various project management tools for project team use

Assist client in development of project charter, issue and risk management plans and project management methodology

Schedule and facilitate meetings across teams for all phases of the SLDC ensuring proper follow up meetings are facilitated to resolve issues and risks for all impacted groups

Schedule and facilitate design discussions

Schedule and facilitate meetings to ensure shifting project priorities are properly assessed at various intervals to ensure project success

Assess individual project team training needs and make recommendations for course curriculum

Provide recommendations to Executive Leadership on Post Go-Live activities and strategy for Operations phase

Conduct QA reviews for all deliverables

Establish necessary work methods and project communication methods to enable all members of the project team (UGA staff, implementation consultants, and contractors) to work effectively as a single team.

Ensure smooth and complete knowledge transfer from Implementation Partner to Client

Assist in providing strategic context and direction for the project

Advise the UGA Project Director on all aspects of the project implementation strategy including process change, technology, implementation, and change management

Implement methods and tools to support the tracking of all aspects of project status including costs, time to complete,

resource allocation, and issue resolution

Facilitate meetings of the project’s day to day leaders including the implementation partner and UGA team leaders

Help craft project communications and other change management strategies

Advise and support the configuration, testing and deployment of all relevant PeopleSoft modules and related 3rd party products in scope

Recommend methods and strategies to configure the PeopleSoft system to support effective processes

Provide recommendations on development of data conversion and integration strategies

Optum / United Healthcare Group, Application Development Consultant, 2010 – 2016

Member of Optum’s Technology Solutions Division and a specialist in PeopleSoft Financials 8.8 and 9.2. Effectively liaised with Executives, financial system user base, as well as outside corporate services personnel to effectuate the seamless provision of services to manage the ongoing production support as well as process improvement initiatives across different client, platform, and operating verticals. Successfully and simultaneously managed and delivered on multi-project enterprise efforts. Relied upon for excellence in delivery, financial management, risk management, master project plan management, communications, and delivery management of any task related to the PeopleSoft system.

Achievements:

Project Management of PeopleSoft upgrade from 8.8 to 9.2 with on-time go live (9-month project)

Worked as a lead for the Order to Cash modules and acted in an advisory role for all other Financials modules for the PeopleSoft 8.8 to 9.2 upgrade

Lead the design and delivery of UPK training for all 9.2 training courses

Acted as communications lead for the 9.2 upgrade

Managed project schedule tasks and resources of internal consultants, user-based SMEs, subsidiary company SMEs as well as the integration consulting firm using on and off-shore resources

Provided support to PeopleSoft Financials user base for modules GL, AR, BI, CA, PC, AM, AP, EX, ePro, PO in a production environment

Innovated and introduced business process changes to create efficiencies of scale across all financials modules

Managed projects to integrate 3rd party billing related data, including confidential HIPPA information with PeopleSoft Billing and Revenue Management processes

Interfaced with internal and external audit teams, accounting and finance team and executive leadership in order to develop required reports for use in audits

Lead requirements gathering sessions and created functional design documents to deliver enhancements, reports, and interfaces

Interfaced with on and offshore development team to ensure desired business goals are met for enhancements and fixes

Developed pioneering approaches to business strategy to accomplish business objectives

Deloitte (BearingPoint employee acquired by Deloitte), Senior Consultant, 2006 – 2010

Member of Deloitte’s PeopleSoft Group and a specialist in PeopleSoft Order to Cash and Procurement assigned to State and local Government clients. Lead teams of PeopleSoft full SDLC implementations in versions 9 and 9.2 as well as upgrades and business process analysis / readiness efforts. Book boss for State Government and Higher Education RFP responses. Developed master templates for use across project teams.

Achievements:

Lead CRP (conference room pilots) and requirements gathering sessions and created functional design for implementations and upgrades

Assisted clients in writing RFPs in order to solicit responses for ERP software solutions

Interfaced with Government operational department leads to understand and document organizational as well as State and Federal level financial system requirements

Developed functional design documents and ensured technical delivery of requirements

Provided viable, low-cost alternatives for gaps in ERP system to requirements

Developed project plans

Invoiced clients per contract scope of work and project plan

Developed proposals for public sector clients including being the book boss as well as contributing to writing sections within the proposal response

Created report specs and develop reports using Crystal Reports as well as SQR and PS Query

Lead proposal teams and contribute to responses to RFPs for Federal and State Government

Created detailed financial estimates and performed analysis for deal review

Created scenarios and developed databases to be used in conjunction with RFP responses

Designed work arounds to offer solution to client needs when vanilla system did not

Designed and implemented test plans (plan through execution)

Created test scripts in Mercury Test Director

Set up test lab for system and user acceptance testing

Executed tests using Mercury Test Director and QTP

Configured banks, bank accounts, credit cards, drafts to be used in conjunction with AR and Billing modules

Created functional and technical design documents

Designed and develop project templates and standards (PMO and project team)

Designed training plans and developed UPKs

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