Executive Summary

Senior technology project manager with a reputation for building and managing high-performance, cohesive teams that delivered multi-million-dollar successful consulting and technology programs on time and on budget with 30 years’ experience. Experience project manager with heavy budget responsibility, Agile and scrum master experience, and with strong business analyst and project planning experience for banking card and CRM applications. Expertise in implementation of software packages, re-engineering of companies’ business process, planning and technology enablement; improving customer service; decreasing financials costs; improving infrastructure support. Continuously implemented ERP and management systems and processes, which also improved analytic and data quality systems. Traveled extensively as a respected leader in Strategy, Sales and Operations with domestic and international experience in South America, and Europe. Over 20 years of implementing supply chain, Sourcing and Procurement, CRM, ERP, warehouse management, e-procurement, and transportation solutions. Bilingual in English and Spanish.

•Supply Chain Management Process, Manufacturing, Transportation, Warehouse management systems, Healthcare (Revenue cycle), Retail, Financial institutions

•Strategic Sourcing

•Financial Planning and Budgeting

•Data Warehouse Management, Business intelligent (Pentaho products)

•Process Re-engineering

•Profit and Loss responsibility

•Project Management & Product management

•ERP Implementations (Oracle), Oracle/SQL DB, SAP Hana and IQ DB, JD Edwards

•Inventory and Asset Management

•Implementation of the Applications software development, data center, infrastructure and cloud, Citrix, DRP, SharePoint, Oracle cloud EPM

•Banking cards domain, CRM (Eclipse CRM MS Dynamics CRM, Salesforce training for System Admin), Sales and marketing domain

•Waterfall, Agile and Fast Forward methodology, Scrum, Kanban, Change and release the management, SDLC, ALM, KPI, Proof of Concept, Service Now, Kanban boards, Jira & Confluence, Visio, Coaching Agile

Professional Experience

Project Manager – Citi 5/2021- Present

Responsible for the implementation of projects for CDW team where the requests are coming from TTS and the implementation includes the integration with Mantas and E2E AML. Supporting all projects for Latam.

Scrum Master/ Project Manager- Consultant @ Royal Caribbean (Miramar, FL) 2/2019 - 3/2020

Responsible for the integration of the shared services systems for Royal Caribbean and Silversea. Managing a $100 million and over 30 team members. program to integrate the Financials systems, Supply chain, Payroll and Human Resources. In addition, managing the integration of all the operation systems such as Fidelio, Crunch time, MXP, Cashbooks, and others into the JD Enterprise systems. Working closing with the product teams and using Agile methodology using Jira and confluence as key product tools. Coached the JDE product team, business and accounting team on Scrum, agile and Kanban. Worked on data governance project.

Implemented Oracle EPM cloud solution to replace the current ESSBASE. Worked with IT and finance team to implement the business process transformation, program and change management for capital planning division. Worked on the vision, proof of concept, and implementation of the cloud solution using agile methodology with Kanban boards for reporting.

Senior Technology Project Manager – Com Resource, Inc (Deerfield Bach, FL) 6/2016 – 12/2018

Responsible for multiple concurrent SAN/Storage hardware/data centers and application software projects with multiple large Hitachi Data Systems clients. Consolidated 23 data centers for a global insurance company into 2 data centers, and migrated a number of their applications into a private cloud environment, improving the service level to 99% and reducing the cost by over 10 million dollars. Implement application development software such as MS Dynamics and integrating it to the banking card application where I was responsible for managing the infrastructure team, application and database team.

Also responsible for the implementations of the portfolio of Financial institutions (BB&T, BBVA, TD Bank, SunTrust, & Bank of Montreal). Those implementations included full tech refresh of SAP HANA, upgrade of the infrastructure, or data migrations.

Key responsibilities include project management, weekly meeting with stakeholders, delivery of the application implementation and on-going support, forecasts, manages, and reports on project financials, planned and actual project schedule, and resources utilization, uses established scheduling techniques to derive the project schedules, identifies the critical path and potential risks, identifies resources needed to complete work and collaborates with resource manager(s) to assemble appropriate skills/teams and resources, manages issues, risks, and changes and manages project expenditures. Works directly with clients to ensure that system business requirements are defined, and that the final system meets the requirements. Works directly with various Hitachi technical support groups to assemble the correct team for a successful design and implementation. Builds and manages the project plan to ensure successful implementation. Works directly with and oversees the assigned resources in order to monitor progress, identify issues, assist with the resolution, and seek additional support, as needed. Communicates the status of the projects with appropriate HDS and client leaders. Used as an expert to assist other PMs in Latin American market. Manage implementation of infrastructure, data center consolidation, and implementation of Hitachi cloud solution for large Latin American accounts. Implemented agile methodology for scrum and Kanban using Jira software as the preferred tool. Kanban was used on the infrastructure engagements and scrum for application implementation

From a product management, implemented business intelligence tools and big data solution called Pentaho product, and also implemented a Hitachi content management solution for transformation and digitalization.

Assisted the implementation of Salesforce CRM to a Latin American customer.

Senior Technology Project Manager & Scrum Master, Citi Group, Deerfield Beach, FL 7/ 2011-6/2016

Overall project manager for the successful implementation of electronic card system and Eclipse CRM COPS Mexico and Salesforce, and Scrum Master for Advanced Loan System-Mexico. Key responsibilities included project management, weekly meeting with stakeholders, delivery of the cards and CRM application implementation and on-going support, forecasts, manages, and reports on project financials, planned and actual project schedule, and resources utilization, uses established scheduling techniques to derive the project schedules, identifies the critical path and potential risks, identifies resources needed to complete work and collaborates with resource manager(s) to assemble appropriate skills/teams and resources, manages issues, risks, and changes and manages project expenditures. Responsible for:

•Defining the scope of the project which was to implement customer relationship management as part of a transformation of back-end system and integrate it with digital portals such as interactive voice response, ATM, and mobile and e-commerce technology. This project had a budget of 5 million dollars and it was to implement a standalone customer relations management system as a phase 1 and 2. I managed an off-shore team of 10 developers and a local team in Mexico of 10 business analyst and testers. The implementation was successful one and as part of the continuous improvement, it was merged with the electronic card system and a portal called eclipse. Worked with the sales and marketing and campaign management teams during the implementation of the project. Led the functional and technical workshop to document the functional requirement as well as the technical and infrastructure requirements, and presented to the C level team. Created the project plans and integrated with the release management plan. Additional, ran the sprint calls and submitted daily the sprint progress report.

•Defining the scope of the advance loan systems and the integration to their collection modules and their bank banking systems and integrate it with digital portals such as interactive voice response, ATM, and mobile and e-commerce technology. Planned the Sprint backlog with the Global and local development leads. Executed the daily scrum calls and updated the status of the delivery. Ensured roadblocks reported in the scrum call are acted upon, and escalated those that are on critical path for better traction and closure. Updated and reported the sprint progress to all key stake holders. Ensured sprints are adequately resourced with dedicated team members. Participated in the technical discussions and solution, and guided the team to ensure the solution was accurate for Mexico. Facilitated the team to support the environment build for the sprint execution. One of the key roles was scrum master. Automated process for credit initiation using Robotics process automation (RPA).

•From product management, implemented Fidelity Advance loan system and Customer relationship management solution for transformation and digitalization. In addition, worked on the roadmap to integrate the new products with the legacy systems both from architecture and application solution.

• Managed a global team of 50+ developers from our offshore facility and over 20 developers in our near shore facility; managed a $400-million-dollar budget for labor. Managed our global infrastructure team and 50 million-dollar budget.

Use management mentoring to the team to ensure all team members understood the business value and implementation cost. Was the point of contact for all internal and external communication? The outcome of this project was that it was a successful project as it allowed the bank shut down about 10 legacy systems and replace it with this application. The application composed of loan application, collections, automated clearing house, customer system, credit initiation, and reporting. Implemented the strategy of the big data at Banamex to replace the current data warehouse.

Adjunct Instructor at Embry Riddle Aeronautical University, Fort Lauderdale, FL 3/2008-10/2015

Responsible for preparing the supply chain management program at Embry Riddle Aeronautical University.

Responsible for teaching supply chain classes to students in the aeronautical industry. Key focus was on transportation, warehouse management systems and its integration for online solutions.

Supply Chain Project Manager/BA - UPS Supply Chain Solutions, Miami, Fl 8/2008-3/2011

Key responsibilities included project management, weekly meeting with stakeholders, delivery of the application implementation and on-going support, forecasts, manages, and reports on project financials, planned and actual project schedule, and resources utilization, uses established scheduling techniques to derive the project schedules, identifies the critical path and potential risks, identifies resources needed to complete work and collaborates with resource manager(s) to assemble appropriate skills/teams and resources, manages issues, risks, and changes and manages project expenditures

Responsible for:

•Implemented Manhattan WMS and integrated with a number of legacy systems with multiple touch points (order management, inventory management, transportation, purchasing and financial systems. Partner with multiple carries such as DHL, FedEx, Schneider to improve the service delivery from 96% to 99% on time. Solutions included B2B and B2C, with a guarantee delivery of 99% on time.

•The implementation of manufacturing systems, warehouse management systems, and transportation management systems and integrating the solution with e-commerce. Integrated IT solutions with other software partners such as GT Nexus, SAP, Red Prairie, and Oracle ERP, JDA/I2 among others.

•Work effectively with clients, staff, and vendor.

•Managing projects, project teams ranging from 5 to 30 off-shore developers, the project plan, tracking costs, budget, and completing projects on time and within budget. Managing and implementing transportation (ocean), warehousing and brokerage projects for fortune 500 accounts. Provide daily contact with the customer as a liaison, and manager all project resources to ensure on-time, on budget delivery of the IT solution. Track the desired value areas of the solution against the implementation plan.

•Managed an average of $2-5 million budgets for the implementation of both (labor and infrastructure). I

Logistics Project Manager/BA — Harte-Hanks, Deerfield Beach, FL 2/2007-5/2008

Responsible for supporting transportation programs and activities designed to ensure effective service level, cost and customer service. Key responsibilities include:

•Implementing Standard Operating Processes for project implementation

•Accurately reconcile invoices to manifests. Prepare audit reports and assists the Vice President of Finance with special projects as assigned. Analyze the negotiated pricing

•Integrated business functions such as Fulfillment, Order Management, customer service, and integration with key ocean partner.

•Research and coordinate development projects focusing on new markets and product introductions

•Manage the budget of $1 million and Profit-and-Loss for all new product introductions

•Manage the import and export process, documentation for large automotive customer - $5-million-dollar revenue with thousands of inbound and outbound containers

•Develop a product offering and pricing strategies

•Additionally, responsibilities included project management, weekly meeting with stakeholders, delivery of the application implementation and on-going support, forecasts, manages, and reports on project financials, planned and actual project schedule, and resources utilization, uses established scheduling techniques to derive the project schedules, identifies the critical path and potential risks, identifies resources needed to complete work and collaborates with resource manager(s) to assemble appropriate skills/teams and resources, manages issues, risks, and changes and manages project expenditures

Logistics Project Manager/BA, DVA Lab Services, Fort Lauderdale, 1/2003-11/2006

Responsible for supporting transportation programs and activities designed to ensure effective service level, cost and customer service. Key responsibilities include:

•Directing and coordinating global manufacturing and transportation programs and activities designed to ensure effective and economical support for the laboratory by analyzing contractual commitments, customer specifications, design changes, and other data to plan and develop global logistic program activities. Key responsibilities include:

•Ensure materials, samples, boxes, goods, equipment, supplies, specimens, and other requirements are delivered in good order at an optimum time and cost.

•Managed a budget of $4 million dollars and the transportation team of 10 drivers to transport product in Florida. Additionally, managed the transportation carriers (DHL and commercial airline carriers) across the USA

•Ensure packaging of boxes meets FAA, DOT, ICAO, OSHA, and/or WHO guidelines as required while maintaining quality assurance standards.

• Supported the operations and financial processes employing Six Sigma methodology to drive service level agreements to 99.3% for on time delivery. Responsibilities included process improvements for operations and financial (compliance, validate project savings, managing transportation expense budget, variance analysis, forecasts, and cost benefit analysis).

•Oversee the daily activities performed by inventory control and materials management team members.

•Develop and implement global program activities, coordinates efforts of subcontractors, suppliers, production departments and field service personnel, while resolving problems in area of logistics to ensure meeting of commitments. Responsible for planning and managing the processes required for the effective and profitable operation of an inbound and outbound shipments, while reducing cost management and on-time delivery.

•Negotiate pricing with both current organizations approved and potential new distributors where the distributor is able to utilize their existing transportation network to move product into the supply chain. Maintain a knowledge base of compliance requirements and related processes in order to identify potential risks or gaps when interacting with DVA Health Care Laboratory Services customers.

•Identify potential risks or gaps to the appropriate Compliance Department Staff.

•Coordinate with DVA, Inc.’s Compliance Department, as necessary, in order to support DVA’s LCCU Plan. Accomplished 99.3% of on-time delivery for all overnight shipments and saved the company $2 million in 3 years reducing the logistics cost to less than $5.00 per shipment. Partnership was with DHL

•Manage multi-million-dollar freight budget

Previous Experience

Supply Chain Project Manager, Independent Consultant, Deerfield Beach, FL 1/2000-12/2002

ERP Project Manager, Oracle, Miami, FL 8/1998-10/1999

Project Manager Consultant, Andersen Consulting, Cleveland, OH 7/1996-8/1998

Management Consultant, Ernst & Young, Los Angeles, CA 1/1995-12/1995

Management Consultant, Andersen Consulting Logistics Practice, Cleveland, OH 61992-1/1995

Distribution System Analyst Limited Express, Columbus, OH 4/1991-4/1992

Distribution Systems Analyst, Cleveland Clinic Foundation, Cleveland, OH 4/1989-12/1990

Systems Analyst, Threshold Data Technology, Cleveland, OH 10/1986-4/1989

Education

Master of Business Administration, Management, University of Kansas 05/1986

Bachelor of Science Management Information Systems, Seton Hall University 05/1984

PMP Certified

LinkedIn: https://www.linkedin.com/in/frank-woolcott-8249682/

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