Change Management Project

Joseph J. H. Holliman III / **** Bryden Road, Columbus OH 43205

614-***-**** / *******@*******.***

EXPERIENCE SUMMARY:

Joseph’s 20+ years of Organizational Change Management (OCM) and Training Lead consulting capabilities stretch across multiple industries. He has globally supported multiple ERP, Cloud, and/or Enterprise transformation implementations through development and execution of proven OCM strategies, impacting a million+ stakeholders worldwide throughout his career thus far. Joseph offers extensive Stakeholder and Executive Leadership alignment capabilities. He has developed/implemented Global Communication Strategies/Plans, and developed/facilitated Global Change Readiness Networks/Workshops. Additionally, he has designed, developed, and implemented Training Programs benefiting over 900,000 combined end users. Joseph brings proven OCM expertise, supported by a rigorous Project Management discipline, that seamlessly integrates change management readiness as an enabler to business transformation and adoption.

Organizational Change Management Expertise

OCM Strategy/Program Design, Development, and Implementation; Pursuit/Discovery Management; Program Management; Stakeholder Engagement and Agency Readiness Management; Business Impact Assessment; Gap and Stakeholder Analysis; Communication Strategy/Plan Design and Development; Training Needs Analysis; Training/Ed. Curriculum Design, Train-the-Trainer Design/Delivery; Integrated Change Network Program Design and Implementation; Organizational Design; Full Scale OCM Workshop and Site Readiness Developer; Workforce Development Implementer and Coordinator; Staff Coaching and Mentoring; Self-starter, Extremely organized and thrives within a complex team environment.

SOLUTION PROFILE:

Expert in Prosci / ADKAR Methodologies (20+yrs)

Expert in Large to Small Scale Full Life Cycle ERP/Transformation OCM Program Implementations (20+yrs)

Advanced user of various Training Development and Learning Management System (LMS) solutions (20+yrs)

Skilled User of Workday HCM and Financials, including Ariba and Adaptive (5+yrs)

Advanced PeopleSoft / Oracle User (Financials, SCM and Demand Planning) (18+yrs)

Other solutions include SAP PLM, Salesforce CRM Customer and Service Clouds, Success Factor and Service Now User, Concur Travel and Expense, COUPA, and various other CRM

Proficient user of all Microsoft Office Suite products, including custom IT software solutions (35+yrs)

Procurement and Contract Management (35+yrs)

RELEVANT EXPERIENCE:

Cleveland Brothers NAXT Transformation (Huron Consulting Group) Feb 2025 – Present

OCM / Training Lead

Onboarded to do what was referred to as” the impossible”. Project had failed two previous times to bring together a training curriculum, largely because the project had no official system design documents. Working with the testing team and designated Business Leads, developed a functional training curriculum. This was viewed as a massive accomplishment in the absence of traditional instructional design tools and inputs.

Managed a team of 8 developers to deliver End User training to 1500+ across 35 locations.

Designed and facilitated Train-the-Trainer Program impacting over 60 Trainers.

Managed desperate training logistics, including acquisition of alternative training locations. This required vendor coordination for equipment and training sites across Pennsylvania and West Virginia.

Worked extensively with CB Leadership to establish Talent Management standards for NAXT, assuring security roles were established to achieve separation of duties to meet industry compliance standards.

Worked extensively with CB Leadership to establish internal Change Management and Training Teams.

Developed special task force of Trainer and Subject Matter Experts to support training and work with End Users post training to increase readiness and serve as first line of support upon go-live. This group functions much like a Change Network, with a focus of supporting End User readiness and success post go-live.

Changing Solutions (Oracle Cloud and CRM Inplementation – Florida Client) Jan 2024 – Dec 2024

Senior Director of Change Management and Program Management

PMO Lead for new Florida based software development company.

oPMO/OCM Lead for requirements gathering discovery phase leading to the selection of Oracle and Salesforce.

oDesigned and developed comprehensive Program Management strategy.

oDeveloped new business processes and procedures.

Led Change Management initiatives, ensuring smooth transitions and adoption of new processes, technologies, and organizational changes.

oDeveloped and implemented change management strategies and plans that minimized resistance and maximized employee engagement and acceptance.

oDeveloped and Implemented Communication and Readiness strategies and plans.

Provided strategic leadership and direction to department heads and teams.

oFostered a culture of excellence, collaboration, and continuous improvement.

oMentored and developed staff to build a high-performing, motivated, and engaged workforce.

oFacilitated daily team stand up and IT scrum.

oOversaw the successful implementation of key operational departments, including Sales and Marketing, Operations, Human Resources, and IT Management.

Successfully implemented Oracle Financials and Sales Force Customer Relationship Management solution.

oProvided comprehensive training and support to staff.

oConducted regular assessments to refine and enhance processes and performance.

North Carolina Financial System (NCFS) Oracle Implemtation Nov 2022 – Nov 2023

OCM Manager – Office of State Controllers

Implemented statewide OCM and Agency Readiness program.

Coordination and Management of Cross Team Agency Readiness activities.

Facilitated Agency Readiness and Adoption Strategies.

Facilitated Agency Leadership Alignment activities.

Identified Stakeholder Group gap, implementing monthly Spotlight on Managers and Supervisor Town Hall, which significantly increased state readiness and sustainment during go live.

McDonald’s Global Technologies Risk Management (GTRM) May 2022 – Nov 2022

Global OCM Manager – Information Risk Management (IRM) and Governance

Manager of OCM Program support needs for Global IRM Platform.

Successfully designed, developed and Implemented Change program supporting IRM platform.

Change Management & Communication Strategies and Plans.

Stakeholder Assessment & Change Impact Analysis.

Readiness and Adoption Strategies and Plans.

Work in tandem with the Global Strategic Change & Transformation Team.

Planning Team Lead, GTRM Coordinator for the annual International Cyber Security Summit (200+ international attendees).

Worked within corporate Learning Management System (LMS).

Changing Soultions Dec 2021 – Apr 2022

OCM Lead – SalesForce CRM (Discovery) Client

Pursuit Team Lead for Customer Relationship Management (CRM) Discovery/Requirements.

Lead developer of needed RFI and RFP documentation.

Conducted Stakeholder Assessment and Impact Analysis.

Developed Change Management Strategy, including Readiness and Adoption Strategies.

Crown Castle – Deloitte Sub Contractor Jun 2021 – Dec 2021

OCM & Training Lead – Procurement & Supply Chain Management (Demand Planning) Cloud Transformation

Developed / Implemented:

Comprehensive OCM Strategy and Plan for COUPA Transformation Project.

Training, Communications, and Readiness and Adoption Strategies and Plans.

COUPA Train-the-Trainer End User Training.

Leadership Alignment Workshops.

MS Project plan for OCM/Training.

Federal Reserve Bank of Chicago – Revolution Technologies Contractor Dec 2020 – Jun 2021

District OCM / Training Lead – Workday Orion Program

Extensive Stakeholder Engagement and client leadership alignment activities.

Incorporate district needs into program level Change and Communication strategies/plans.

Design and develop Training Strategy and Workday End User Training District Curriculum.

Conduct Training Needs Analysis and develop district level course materials.

Facilitate District Educational Sessions and End User Training delivery.

NiSource – Blue Star Partner Contractor Jan 2020 – Dec 2020

Training Lead – Workday HCM Program, Including Cloud Migration

Active member of Blue Star Discovery and Requirements Team leading to the selection of Workday and awarded Solution Integrators.

Design and develop Training Strategy and Workday End User Training Curriculum.

Conduct Training Needs Analysis and develop detailed course materials.

Facilitate Train-the-Trainer, Workday Education Workshops and Roadshow events.

Extensive Stakeholder Engagement and Client Leadership Alignment activities.

Worked within corporate Learning Management System (LMS).

Ohio State University – Proteam Solutions Inc Contractor Feb 2019 – Nov 2019

OCM /Training – Workday Transformation – Financials (Procurement, Grants, Projects)

Developed and facilitated:

Education/training events, including development of supporting training materials.

Reorganization and business process change activities.

Business process owner transformation activities.

Designed and implemented Engagement and Communication activities.

Extensive Stakeholder Engagement and client leadership alignment activities.

NiSource – Blue Star Partner Contractor Dec 2017 – Dec 2018

OCM Lead – Power Plan Software Upgrade & Treasury Management System Implementation (Financials)

Designed and developed Change and Communication strategy/plan.

Extensive Stakeholder Engagement and client leadership alignment activities.

Designed, developed, and delivered training and communications.

State of Maryland – Foster Knowledge Contractor Jan 2017 – Nov 2017

OCM / Training Lead – Budget Analysis and Reporting System (BARS) Implementation (Financials)

Extensive Stakeholder Engagement and client leadership alignment activities.

Designed and developed Education and Training Strategy/Plan for new State Budgeting solution.

Analyzed, designed, developed, and delivered BARS End User Training Curriculum.

Designed, developed, delivered Train-the-Trainer program.

Worked within state Learning Management System (LMS).

Lbrands – Modis Contractor May 2016 – Jan 2017

OCM Lead – Victoria’s Secret (VS) Global Operating Model / Concur Global Implementation (Global Transformation)

Facilitated OCM Discovery efforts leading to development of the new VS Global Operating Model.

Designed and developed Change Enablement strategy/plan for global roll out.

Extensive Stakeholder Engagement and Client Leadership Alignment activities.

Designed, developed, and delivered training and communications.

Developed Organizational Redesign for Demand Planning Global Operating Model roll out.

Worked extensively with offsite / offshore teams.

Accenture – Health and Public Services Group Jul 2014 – Apr 2016

Process Excellence and Change Enablement Manager (Financials and Business Process Improvement)

Active member of five Pursuit Teams, completing RFI, RFP, Requirements, and Discovery Phases.

Designed and developed Change Enablement ERP strategies and plans for various Fortune 500 Clients at the Program and Project level, impacting Global and Regional clients.

Extensive Stakeholder Engagement and Client Leadership Alignment activities.

Developed Organizational Design Strategies and Plans.

Conducted/Facilitated Impact Assessments, Site Readiness activities, and Change Network coordination.

Designed, developed, and deployed Train-the-Trainer and End User Training curriculums.

Worked extensively with offsite / offshore teams.

Projects: State of Virginia PeopleSoft Transformation / State of Wisconsin Financial Transformation / State of Connecticut Retirement Services Transformation

Avery Denison – FIN/SCM Transformation - Capgemini May 2013 – Apr 2014

OCM Project Lead (Globla Oracle Financials, Procurement, and Buinsess Process)

OCM Pursuit Team Lead, winning the project and actively facilitating client through discovery.

Designed, developed, and implemented Global OCM ERP strategy, framework, plan, impacting over 5000 resources within 10 locations, across 4 countries.

Extensive Stakeholder Engagement and Leadership Alignment activities.

Designed and managed all stages of OCM Communication.

Completed detailed Business Impact Assessment, Global Organizational Design, and Site Readiness Preparations.

Coordinated and implemented Change Agent Network and worked extensively with offsite / offshore teams.

Oshkosh, Inc. – Procurement & Supply Chain Transformation – Capgemini Jan 2013 – May 2013

Change Management / Communications Project Lead (Global JDE Financials)

Developed Global Template OCM approach, strategy, and plan, impacting the warranty servicing of over eight global brands across all business segments.

Designed, developed, and implemented Global Template Communications Strategy/Plan for Oshkosh (OSK) Global JDE ERP design phase.

Extensive Executive Steering Committee Stakeholder Engagement and Leadership Alignment.

Developed all stages of OCM Communications.

Documented deliverables, updated overall project plan, provided weekly status reporting.

American Greetings – SAP PLM Transformation - Capgemini Jul 2012 – Dec 2012

Change Management Training Lead (SAP PLM)

Rolled on to make corrections and move forward stalled Training Strategy and Plan.

Created and Conducted Curriculum Harmonization Workshops (massive correction of existing curriculum)

Designed and Developed:

PLM curriculum for American Greetings SAP roll out.

Course outlines, materials, and classroom exercises (uPerform).

Documented deliverables updated overall project plan.

Bimbo Bakeries USA PeopleSoft Upgrade/Transformation - Capgemini Jan 2012 – Jun 2012

OCM Lead, Program Management Lead (PeopleSoft Finanicals)

Designed, developed, and implemented OCM ERP strategy, framework, plan, and program for Bimbo Bakeries USA (BBU) Oracle implementation, impacting over 125,000 resources, 400+ organizational locations, and over 50,000 bakery routes and customers.

Extensive Executive Steering Committee Stakeholder Engagement; Leadership Alignment.

Designed and managed all stages of OCM Communication, Training Development/Delivery, Workforce Transitional Development, and End User Readiness for Change.

Implemented and managed project plan and workforce variance reporting.

Designed, coordinated, and implemented Change Agent Network Program.

Managed and facilitated OCM transfer to a Sustainment State for Client.

Documented deliverables, updated overall project plan, provided weekly status reporting.

Peidmont Hospitals and Health Care Systems ERP Upgrade Oct 2011 – Jan 2012

Change Management Training Team Senior Lead (PeopleSoft Finanicals)

Extensive Stakeholder engagement at the Project and Executive Level, including supervision of Junior Developers.

Coordinated all stages of training material development for the PeopleSoft 9.1 HCM, FIN, and Supply Chain modular packages, including instructor-led, web-based and self-study courseware applications and learning diagnostics and development, impacting over 8,500 End Users.

Completed collaborative review and editing of Training Strategy Plan.

Exclusively developed all Supply Chain training materials using the UPK development tool, supporting remaining effort.

Designed and developed Test Case documentation (using UPK), supporting Test Team effort.

US Departemnt of Defense, US Airforce – Global Logistics Transformation May 2009 – Oct 2011

Change Management Lead / Program Management Project Planner

Extensive Executive Level Stakeholder engagement.

Project Wide Lead Designer, Developer and Implementer/Coordinator for Global Change Management Site Readiness Workshop, impacting worldwide staff of client-based Organizational Change and Change Readiness Leads and Managers, developed and managed workshop planning and delivery. Facilitated agenda and material design/development, logistical management, and coordination, including coordination of workshop support staff.

Solution Integrator Fielding (Deployment) Team Contract Authorization Manager (CAM), project planner: managed project plans for a budget of 35.4 million, including work breakdown structure analysis, development of project schedules, identification of project risk, program status reporting, resource management/planning, budget variance reporting.

US Departemnt of Defense, US Airforce – Global Logistics Transformation Apr 2008 – May 2009

OCM Project Lead of End User Education (Global Business Process Improvements)

Designed and developed ECSS Change Plan / Educational Content, impacting over 400,000 End Users.

Designed and developed Global End User Education Curriculum.

Extensive Executive Level Stakeholder engagement, including Change Agent Network implementation.

OCM Representative Workshop Coordinator, impacting client Organizational Change Leads.

State of Ohio, State Government – HR/FIN/SCM Transformation Aug 2005 – Apr 2008

OCM-Training and Development Project Lead / Train-the-Trainer Project Lead (HCM and Finance)

Managed all stages of training curriculum and material development for the PeopleSoft HCM and FIN/Supply Chain modules, including instructor-led, web-based, and self-study courseware applications and learning diagnostics and development.

Designed/Developed/Managed statewide instructor preparation program, impacting over 365 instructors and training delivery and change readiness for over 45,000 End Users.

Authored, conducted, and organized workshops on instructional format, facilitation, and presentation skills, and change management training.

Developed/documented OCM Deliverables, updated overall project plan, provided weekly status reporting.

Managed and facilitated transfer of all training materials to client sustainment training teams.

Extensive Stakeholder engagement at the Project Management and Steering Committee Executive Level.

OTHER EXPERIENCE:

State of Ohio, Administrative Services July 2000 – September 2005

State Payroll Accountant

Administered the purchase of service credit programs for all State retirement plans offered to over 104 state agencies, boards, and commissions, including bi-weekly, monthly, and annual reporting.

Solely responsible for all municipality and school district income tax withholding, bi-weekly and annual reporting, including annual reconciliation for over 850 different taxing entities.

Additional Professional Experience and Expertise

Financial Controller; Accounting Management; Payroll Accounting and Administration.

International Procurement Management; Production and Inventory Management.

Combined Human Resources Administration and Policy Development.

oDetails available on request for above referenced experience/employment from 1993-2000

EDUCATION:

DeVry University, Ohio: June 2007 - Master’s of Business Administration – Concentration in Human Resources

DeVry University, Ohio: April 2004 - Bachelor of Business Administration – Concentration in Information Systems

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