Principal Consultant - PMO Lead - Program Manager

JEFFREY K. LAMBERT

309-***-**** www.linkedin.com/in/jklambert Northbrook, IL.

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PMO Leader / Program Management

SaaS Implementations Project Portfolio Mgt & Governance Digital Transformation Strategic, visionary PMO leader who has successfully built scaled program teams to deliver digital transformations for Mid-Cap and Fortune 500 companies enabling over two million users for business solutions and SaaS platforms. Tactical application of Project Portfolio Mgt (PPM), Agile Product Mgt (APM) and Organizational Change Mgt (OCM) engaging at all levels, building a framework for high performing, collaborative, cross-functional teams. Operational success with coordination, execution and delivery of solutions using disciplined Project Plans, Organizational Change Plans, Stakeholder Alignment, Change Control, and Risk Management. CORE SKILLS

Strategic Planning & Execution Project Portfolio Management Digital Transformation Customer Engagement Program Governance SaaS Implementations & Migrations Stakeholder Management Financial Governance Business Process Improvement Cross-Functional Team Leadership Risk Management & Mitigation Organizational Change Management Critical Thinking & Solutioning Agile Methodology & Iterative Dev. Regulatory Compliance BUSINESS SECTORS

Manufacturing – Industrial, Consumer Banking & Financial Services Medical – Devices & Pharma Insurance & Brokerage Services Retail, Wholesale, Distribution Centers Military – Defense - Federal ACHIEVEMENTS

2013 to 2025 - PMO Consultant / PMO Lead of Digital Transformation Programs Companies: Caterpillar, CF Industries, Abbvie, TE Connectivity, Scotiabank, Morningstar, Wendy’s, Options Clearing Corp. SaaS Platforms: SAP, Concur, Coupa, ServiceNow, Workday, ADP, Oracle HCM, Ovation (custom) PMO Consultant hired to establish PMO governance, integrate Organizational Change Mgt, cross-functional teams. Strategic planning, stakeholder alignment, project planning, portfolio backlog management, iterative development. Led 16 enterprise SaaS digital transformation programs; budgets from $2.7M to $64M, teams of 10 to 180 members. 2013 to 2015 - PMO Lead / Global Program Manager – Transformation Management Office (TMO) Company / Division: Caterpillar – Global Purchasing, Global Supply Network SaaS Platforms: Concur Travel & Expense, Assurance of Supply Chain Control Center PMO Lead for development and implementation PMO Governance Model and Transformation Framework. C-level strategy, operations, and communications, risk management, change control, and quality scorecard / gates. Led $18M Concur (SaaS) implementation aligned with travel compliance; $12M Assurance Supply Center portfolio. 2012 to 2013 - Senior Program Manager – Global Chemical Management / Regulatory Compliance Company / Division: Caterpillar – Product Development & Global Technology Deployed PMO methodology and OCM plan for data collection aligned to REACH, RoHS, Conflict Minerals Led strategic planning, project management for Caterpillar Intellectual Property, R&D, Safety Regulatory projects. Managed $11M global regulatory compliance program in EU, China, Korea, USA, including Dodd-Frank Act initiatives. 2009 to 2011 - Manager of Technical PMO, Manager of Software Development, Manager of Business Solutions Company / Division: Taylor Corp. – Progressive Impressions / e-Marketing & Conductor platform Custom SaaS Platforms for: AXA-Equitable, Blue Cross Blue Shield (Florida), Wells Fargo Built Project Management Office (PMO), implementing Team Svcs / Azure framework, process and tools. Chair of Software Development Committee, set technical policies and SDLC processes for 75+ seat team. Implemented client on-boarding model for pre-sales engagement, inclusive of sales & technical team alignment JEFFREY K. LAMBERT

309-***-**** www.linkedin.com/in/jklambert Northbrook, IL. ********@******************.***

PROFESSIONAL EXPERIENCE

Blue Fusion Partners, Inc. – Consulting / PMO Lead, Chicago, IL Jun 2020 to present Clients: Abbvie, Morningstar, Wendy’s, Options Clearing Corp. PMO Lead establishing PMO framework, governance, and integrated Organizational Change Management. Program & Portfolio Mgt of SaaS implementations, Post Merger Integrations, Business / Digital Transformations. Creation of IT Roadmaps, resource planning, financial forecasts, budgeting, change control, release management. Coordination, direction & facilitation of business process improvement, software development, and data migrations. Capgemini, Inc. – Engagement Manager, Chicago, IL Jul 2021 to May 2022 Clients : TE Connectivity, Scotia Bank

PMO Engagement Lead for international client implementations and augmentation of ServiceNow platforms. Established program governance, iterative development best practices, financial governance, regulatory compliance. Built global teams of functional and technical resources, aligned to product management schedules / backlogs. TEKsystems, Inc. – Sr. Program Manager, Chicago, IL Oct 2019 to Jun 2020 Client : CF Industries

PMO Lead establishing PMO framework, methodology, governance, and Organizational Change Management. Led planning and communication with CIO, senior IT, business leadership, and tactical managers. Program Mgt of $4M ServiceNow implementation (SaaS); Phased schedule deploying CMDB, ITSM, ITBM, ITAM. Strategic planning aligned to IT SOX Controls, Security, and Regulatory Compliance (US & UK). Reset troubled program, built cross-functional global teams with dependent workstreams. Caterpillar, Inc. - PMO Lead & Global Program Manager, Peoria, IL Apr 2015 to Oct 2019 Global Finance Services Division (GFSD) – Procurement Services PMO PMO Leader of 14 project managers for Business / Digital Transformation, functional & technical workstreams. Implemented and directed PMO governance for $47M global implementation of Coupa Procurement (SaaS). Facilitated strategic planning and communication cadences with CPO/VP, Directors of Finance, and IT. Program Lead for Data Governance, SOX/Audit compliance, Regulatory Compliance, M&A data migrations. Portfolio Mgr. of Data, Technology and Applications Portfolio (1 year, 7 programs, 42 projects, $11.5M) KForce, Inc. - Senior IT Project Manager at Johnson Controls, Milwaukee, WI Oct 2014 to Feb 2015 Setup PMO governance and improved vendor relations for $8M eRooms global migration to SharePoint/O365 Reset migration program by improving schedules, validation process, financial reconciliation, timeline gaps. Caterpillar, Inc. - Senior Program Manager, Peoria, IL Jan 2012 to Oct 2014 Global Supply Network Division (GSND) – Transformation Management Office (TMO) PMO Lead coordinating development of TMO Governance Framework for Transformation Mgt Office. Developed PMO Governance and Communications Model for C-Level Strategic, Tactical and Operations. Practicing advocate of TMO process, tools and governance including Risk Mgt, Change Control, QA gates. Program Mgr. of Enterprise Travel Compliance & Expense Mgt – $18M Concur implementation (SaaS) Program Mgr. of Assurance Supply Center – $12M program of data analytics, process & tools, job aids. Product Development & Global Technology Division (PDGT) – PMO Program Mgr. of Chemical & Materials Regulatory Compliance in EU, China, Korea, USA; Dodd-Frank Act Facilitated strategic planning and project mgt for Intellectual Property, R&D, Safety Regulatory projects. Deployed Caterpillar “Global Initiatives for Chemical Management” (REACH, RoHS, Conflict Minerals) Developed Global Deployment Methodology for Data Collection Toolkit and Processes, Org. Change Mgt. Program of 7 projects, 1-year schedules, $2.6M; 46 product groups, 7 pilots, aligned to 6Sigma governance. Large Power Systems Division (LPSD) – PMO

Project Portfolio Mgt – Five SAP implementations, 9 factory locations in USA, $64M budget, 80+ resources. Facilitated project planning workshops: SAP workstreams, gap analysis, implementation schedules. Five program schedules with integrated Organizational Change Mgt; 240+ interdependency projects. JEFFREY K. LAMBERT

309-***-**** www.linkedin.com/in/jklambert Northbrook, IL. ********@******************.***

METHODS – CERTIFICATIONS TOOLS

Project Management Institute Methodology (PMI)

Scaled Agile Framework – Agilist (SA), Prod Mgr. (POPM) Scaled Agile Framework – ScrumMaster (SSM)

Scrum Ready – Scrum Foundations Certification (SFC) Software Development Life Cycle (Waterfall, Hybrid, Agile) Atlassian Confluence, Jira

MS-Project, MS-Azure DevOps w/ Kanban

Oracle Primavera, Broadcom Clarity PPM

ServiceNow CMDB, ITSM, ITBM, ITAM

HP Application Lifecycle Mgt (HP-ALM, HP-QC)

EDUCATION & CONTINUED LEARNING

Northwestern University Professional Business Studies Certificate – Applied Technical Project Management University of Virginia Professional Business Studies Certificate – Project Planning and Management Shepherd University Bachelor of Science – Business Administration w/ Accounting Concentration PMP Training Project Management – PMI Courseware, 3 Iterations (2009, 2014, 2019) Scaled Agile Framework Certified – Agilist, Product Owner / Product Manager, Scrum Master (2018 – 2024) Capgemini University Engagement Manager – Level 1, Level 2 Caterpillar University Project Mgt – Info Security – Data Governance – Organizational Change Mgt Dale Carnegie Systems Human Relations Skills and Effective Public Speaking ADDITIONAL EXPERIENCE

Progressive Impressions International, Inc. (Taylor Corporation) Manager of Technical PMO & Implementations – Bloomington, IL Prior positions: Business Solutions Mgr., Applications Mgr., Data Mgr. Clients: AXA-Equitable, American Family, Blue Cross Blue Shield, Farmers Insurance, Abbott Labs, Wells Fargo PMO Manager established technical project management standards, agile funnel, client engagement model. Implemented hybrid SDLC model, process & tools for portal development and marketing teams. Mentored Project Managers & Business Analysts to lead cross functional teams for client marketing portals. Member of Enterprise IT Strategy Committee, Chair for Software Development Standards Audit Officer for audit response in software development, data management, security (ISO-9000, 9001) H2O Plus, LP

Director of Information Systems – Chicago, IL

Turnaround of significantly troubled IT department – helpdesk, network upgrades, manufacturing, retail operations. Developed and completed three-year IT strategy roadmap, inclusive technology modernization, web capabilities. Led digital transformation with implementations of MRP, EDI, Warehouse, Retail POS solutions SAIC / Unisys / Computer Data Systems, Inc.

Systems & Network Engineer, DBA & Database Applications Developer – Washington, DC Clients: US Navy, US Naval Intelligence, US Air Force, DOD, Royal Saudi Naval Forces, CIA Overseas Deployment for installation, training & support to Royal Saudi Navy in Riyadh and Jubail Saudi Arabia Database development, predictive analytics, network protocols and systems monitoring utilities. Security clearances: TS SCI, TS EBI and/or Q with DOD, DIA, DARPA, NSA, CIA, USNI and US Dept of Energy VOLUNTEER EXPERIENCE

Northbrook Chamber of Commerce – Board of Directors, Northbrook, IL Glenview Youth Services, Habitat for Humanity, Midwest Food Banks, Boy Scouts of America USATF & IHSA Certified: Track & Field Coach (Illinois) Lake Zurich JHS, Highland Park HS, Crystal Lake South HS Ducks Unlimited, Izaak Walton League, Primary & Secondary School Organizations – leadership roles

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