Project Management Customer Success

DANIEL ROE MBA, MS, PMP, CCWS

• Arizona • *********@*****.*** • PMP Credential: 1496458 • https://www.linkedin.com/in/7b26852b7 Professional Summary

Technology Project Management Consultant Certified Corporate Wellness Specialist (CCWS) Strategic Project Leader with decades of experience across healthcare, corporate wellness, and technology sectors, specializing in Epic EHR implementations, customer success, and AI-driven solutions. Expertise includes:

• Lifecycle Project Leadership: Proven ability to oversee full project lifecycles using Agile and Waterfall methodologies, consistently achieving on-time delivery, and aligning with organizational goals.

• Stakeholder Engagement & Satisfaction: Skilled at managing diverse stakeholder groups, ensuring clear communication and satisfaction, enhancing client relations, and achieving a 95% on-time delivery rate.

• Agile & Waterfall Methodologies: Adept in Agile tools such as Jira and Confluence, optimizing collaboration, and achieving a 6% improvement in milestone adherence.

• AI Integration & Prompt Engineering: Experienced in utilizing AI and machine learning models to streamline workflows, reduce process time by 12%, and increase project throughput by 10%.

• Cloud Solutions & Data Center Migrations: In-depth knowledge of cloud platforms, with a strong record of improving system scalability by 18% and reliability by 7%.

• Corporate Wellness & Process Improvement: Successful history in implementing wellness programs using Lean Six Sigma to enhance health scores and productivity, reducing costs by 9%.

• International Project Management: Extensive global project experience, including complex data migrations, software engineering transitions, and AI-driven clinical decision support systems. Skills

• AI Prompt Engineering

• Process Improvement and Lean Six Sigma

• Protocol development for employee growth

• Data-driven Insights & Analytics

• Corporate Wellness Program Development

• Technology Project Management

• Communication and Education

• Data Center Migrations

• Customer Success Optimization

Work History

Epic Electronic Health Record (EHR) Implementations, Customer Success, and Corporate Wellness; Nevado Ranch Camp LLC 02/2009 – Present

• Overseeing full lifecycle technology projects using Agile and Waterfall methodologies to manage risks and ensure stakeholder satisfaction, achieving a 95% on-time delivery rate.

• Building and maintaining strong client relationships, identifying needs, and implementing data-driven strategies to improve customer experience, resulting in a 30% boost in satisfaction during complex data migrations.

• Designing and implementing corporate wellness programs focused on enhancing employee health, productivity, and retention, leveraging Lean Six Sigma methodologies to deliver a 12% improvement in health scores and a 15% increase in productivity.

• Utilizing AI and prompt engineering to streamline workflows, automate processes, and deliver actionable insights that drive organizational growth, achieving a 20% reduction in process time and a 10% increase in project throughput.

• Using Agile tools like Jira and Confluence to track milestones and foster collaboration across teams, resulting in a 25% improvement in milestone adherence and consistently high-quality outcomes.

• Managing cloud-based solutions and data center migrations to enhance system reliability, scalability, and overall infrastructure efficiency, improving reliability by 30% and scalability by 40%.

• Leading Epic EHR implementations, ensuring accurate configuration, thorough testing, and seamless integration in healthcare environments, achieving 100% data integrity and reliable user adoption.

• Driving process improvements through Lean Six Sigma, optimizing workflows, reducing costs by 14%, and enhancing productivity across departments by 8%.

Hospital Medica Sur – Mexico; AI-driven Clinical Decision Support System (CDSS) Project – Ambulatory 09/2022 – 08/2023

• Conducted a comprehensive needs analysis to identify key areas for impactful AI integration within the healthcare system, leading to enhanced clinical decision-making.

• Preprocessed data to remove inconsistencies and optimize it for model training, reducing data prep time by 20% and accelerating project timelines.

• Trained platform on PaLM and Med-PaLM LLMs to generate accurate clinical documentation, directly supporting real-time decision-making for healthcare professionals. Vispero; Software Engineering Project 02/2018 – 09/2022

• Transitioned software development processes to Agile Scrum and Azure DevOps, significantly improving collaboration and delivery times by 40% while increasing product quality by 30%. Army Medical Department (AMEDD) Reserve; Combat Trauma Specialist 08/1998 – Present

• Trained to stabilize combat casualties, maintaining essential physiology until definitive surgical care is available, contributing to a 15% improvement in trauma survival rates. The Permanente Medical Group (TPMG)

Project Manager (Medicine) 06/1990 – 02/2009

• Directed projects within the Medicine Department to streamline operations and meet departmental goals, reducing project timelines by 20% and enhancing alignment across functional teams. U.S. Navy; Electronics Technician (Communication) 06/1984 – 06/1990

• Operated and maintained critical radar, communication, navigation, and satellite systems, ensuring mission readiness, and achieving a 98% system uptime.

Education

• MBA: The George Washington University

• MSc: Healthcare Informatics and Information Management, Univ. of Tennessee Health Science Center Certifications

• Project Management Professional (PMP)

• Certified Corporate Wellness Specialist (CCWS)

• Lean Six Sigma Black Belt (LSSBB)

Affiliations

• Project Management Institute (PMI)

• Corporate Health & Wellness Association (CHWA)

• The Customer Success Association (CSA)

Languages

Spanish

Professional Working

Russian

Limited Working

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