IT Product and Project Management

Heidi Streeks

Keenesburg, Colorado ***** 720-***-**** ********@*****.*** linkedin.com/in/HeidiStreeks

IT Specialist

Seasoned IT professional with deep expertise in CRM product ownership, enterprise IT program management, and Agile transformation across both federal and private sectors. Proven leader in managing full system life cycles—from strategy and design to deployment and optimization—aligning innovative digital solutions with organizational and mission-critical goals. Skilled in leading cross-functional teams, fostering collaboration, and driving operational excellence through detailed analysis, risk mitigation, and strategic planning. Demonstrated success in modernizing systems, overseeing complex migrations and integrations, and delivering high-impact outcomes that improve efficiency, compliance, and business growth. Recognized for adaptability in remote environments, meticulous attention to detail, and a results-driven approach that enhances value across portfolios and stakeholder groups.

Skills

• CRM Management: Microsoft CRM, Salesforce, SalesLogix, SaaS

• IT Systems Administration Strategic Planning Agile Scrum Master Agile Project Management

• Data Governance Metadata Management Data Analysis & Reporting Executive Reporting

• JIRA Application Lifecycle management (ALM) VersionOne Change & Release Management

• Microsoft 365 Tableau Crystal Reports Advanced Excel & Power Query

• Scribe Migrate SQL SharePoint Microsoft Project Visio

• Remote Work ControlIt PcAnywhere Radmin Remote Desktop Virtual Desktop

Professional Experience

US International Development Finance Corporation, Remote Dec 2024 – Jun 2025

Full Time Hours

IT Specialist

Strategic and results-driven IT leader with expertise in federal program management, enterprise IT portfolio oversight, and mission-focused technology delivery. Proven ability to align IT solutions with agency objectives, manage multimillion-dollar projects, and lead high-performing teams in complex environments. Adept at Agile, SDLC, and compliance frameworks, with a strong track record of supporting executive leadership through data-informed insights, efficient governance, and innovative systems integration.

• Led end-to-end planning, execution, and oversight of DFC’s IT project portfolio, ensuring alignment with strategic goals, budget targets, and risk thresholds.

• Managed cross-functional teams and vendor relationships to deliver secure, compliant, and high-impact technology initiatives on schedule and within budget.

• Developed and implemented enterprise-wide policies for IT project management, including Agile adoption, SDLC governance, and quality assurance protocols.

• Served as principal advisor to CIO and senior executives on IT investments, contract strategy, and enterprise risk, influencing key decisions across the agency.

• Oversaw acquisition planning and managed COR functions to support complex technology procurements aligned with OMB, FedRAMP, and cybersecurity requirements.

• Built and maintained dashboards and communication tools to report performance metrics, track milestones, and support transparency to internal stakeholders.

• Championed business process improvement through technology, identifying opportunities to enhance customer experience, system efficiency, and data integrity.

• Recognized for fostering collaboration across IT, security, and functional business units to deliver integrated, future-ready solutions supporting global development finance missions.

Wells Fargo Bank, Denver, Colorado Apr 1991 – Mar 2024

Full Time Hours

Senior Scrum Master / VP Oct 2022 – Mar 2024

Certified Agile Scrum Master with expertise leading cross-functional teams and driving Agile transformations across enterprise-wide CRM, SaaS, and web applications. Proven in facilitating Agile ceremonies, coaching teams, and fostering a high-performing, collaborative culture. Skilled in project management, stakeholder communication, strategic planning, and problem-solving. Led Agile teams and coached cross-functional teams to increase productivity and maturity, improving team proficiency by 10% and doubling maturity ratings. Guided, coordinated, and facilitated cross-functional product development teams through strong communication skills. Passionate about delivering value to customers through iterative and incremental development.

• Led multiple Agile teams through the project lifecycle using Scrum and Kanban, facilitating Sprint Planning, Daily Stand-ups, Sprint Reviews, and Retrospectives, effectively managing product backlogs to align sprint goals with evolving customer needs and vision, and coaching teams on Agile methodologies.

• Led the development of IT products by collaborating with Product Owners, senior leadership, stakeholders, engineers, and end users, ensuring alignment with business strategy while incorporating UI/UX design for optimal product outcomes.

• Actively participated in Agile planning sessions, contributing insights and expertise to develop comprehensive roadmaps, sprint plans, and release schedules.

• Removed impediments and obstacles hindering team progress, enabling the team to deliver high-quality products on time.

• Implemented Agile metrics and digital product metrics to track team performance and project progress, using quantitative and qualitative data to drive decisions and improve services. Developed dashboards to provide visibility and transparency to stakeholders.

• Fostered a culture of continuous improvement within teams by encouraging experimentation and adaptation to change, while maintaining workflow integrity and integrating new technology, policies, and procedures.

• Led the development and maintenance of LAN, web, and cloud applications, overseeing the entire lifecycle from conception to deployment, including large-scale, critical deployments and releases.

• Led the development of testing frameworks and applied Test-Driven Development (TDD) methodologies, conducting unit tests and validating post-deployment software to ensure reliability, maintainability, scalability, and adherence to performance and brand standards throughout the development lifecycle.

• Managed cross-functional data products throughout the complete product lifecycle using Agile (Scrum and Kanban) methodologies implemented in Jira, Confluence, and Insight.

• Developed and implemented comprehensive release management processes, including checklist creation, issue tracking, and reporting, driving improvements in functionality, time-to-delivery, and overall quality.

• Generated complex custom reports from multiple systems, including SQL databases, SalesLogix and Salesforce, utilizing dashboards, Crystal Reports, SQL, JQL, and low-code systems to analyze and manage performance metrics, pipelines, trends, and variances at both individual and national levels.

• Conducted comprehensive data analysis using both structured and unstructured data to detect patterns, trends, and insights, enabling informed decision-making and strategic planning.

IT Professional / VP Oct 2012 – Oct 2022

Led and nurtured high-performing cross-functional teams in matrix environments, fostering trust and rapport among technical and non-technical members to drive success through the full project lifecycle—including planning, management, analysis, and prioritization—for multi-year, enterprise-wide IT initiatives, effectively managing budgets to ensure projects were delivered within financial constraints. Managed several large-scale IT projects comprised of multiple interrelated sub-projects, ensuring alignment with organizational objectives and key business needs. Developed and executed strategic plans and processes to accomplish program goals, coordinating teams and resources to drive success while cultivating strong internal and external business relationships to enhance collaboration and project outcomes.

• Streamlined reporting systems, reducing reporting time and aligning key metrics with business objectives. Delivered executive-level reports to senior leadership, ensuring that business goals were met with minimal disruption and optimal results.

• Enhanced documentation processes for Business Continuation Planning (BCP), Separation of Duties (SOD) customizations, and long-range plans by creating templates and comprehensive guidelines for program development, coding standards, and version control. Led training initiatives, reducing errors and ensuring seamless adoption of updated processes and system modifications.

• Successfully managed risk and vulnerability assessments aligned with the organization's strategic goals, collaborating with senior leadership to implement change control processes that reduced risks and enhanced business resilience. This approach reduced change-related incidents, improved risk ratings, minimized vulnerabilities, and ensured smooth integration and functionality of IT projects, even in complex, high-stakes environments, while providing greater flexibility in scheduling releases.

• Implemented data management strategies resulting in a decrease in data security incidents.

• Presented and resolved competing priorities, to obtain buy in from stakeholders and project managers (PO’s).

• Conducted training sessions for end-users and stakeholders to promote understanding and effective utilization of software tools.

• Facilitated the maintenance and support of hardware and software inventory ensuring optimal resource allocation and operational efficiency.

• Identified and documented business and customer requirements, maintaining dynamic, living documents for workflows, data mappings, imports/exports, wireframes, and other essential artifacts. This ensured the seamless integration of new features and the ongoing maintenance of application management, aligning with technical, business, and customer needs and enhancements.

• Diagnosed and resolved IT infrastructure issues and overall system performance problems. Evaluated and recommended solutions to enhance system efficiency and user security, including group management and access controls.

• Analyzed existing, new, and emerging IT policies and procedures to recommend changes to senior officials. Delivered presentations and briefings to executive leadership, effectively influencing high-level decision-making and ensuring alignment with organizational goals.

• Conducted sophisticated research to inform decision-making in large-scale projects, presenting findings to senior leadership to shape business strategy and drive key decisions. Led user groups and analyzed reported issues, pain points, workflow, and system connectivity and integrations to improve or correct application issues. Organized and facilitated training sessions to address identified challenges, ensuring effective solutions were implemented.

• Recommended and optimized the adoption of new technologies, including system interfaces and server upgrades, to enhance functionality and extend the lifespan of critical business applications.

• Optimized legacy systems and integrated emerging technologies to enhance functionality and extend the lifespan of critical business applications.

Applications Systems Engineer / Product Owner / Supervisor / VP Dec 1999 – Oct 2012

Set up and managed a best practices team while administering multiple CRM instances. Supervised a team responsible for technical support, project management (PO’s), and end-user assistance, acting as a liaison between executive management, marketing, legal, contracts, vendors, and the team to ensure seamless communication and efficient operations. Revamped training programs from basic reporting inputs to comprehensive software utilization, enabling end users to streamline their sales processes, resulting in a 50% increase in operational efficiencies and improved user adoption.

• Orchestrated complete SDLC of applications from concept to end, contributing to a reduction in delivery time.

• Developed and executed business continuation strategies, ensuring business continuity during disruptions.

• Created, implemented, and maintained detailed Standard Operating Procedures (SOPs), a comprehensive knowledge base, playbooks and security plans to ensure consistent and efficient operations, safeguard sensitive information, and mitigate risks for organizational assets. Regularly reviewed and updated these documents to reflect best practices and regulatory requirements.

• Coordinated with the Change Advisory Board and ensured compliance with structured change management frameworks while leading initiatives for the development and deployment of IT products across multiple business units.

• Enhanced business processes by analyzing and evaluating new technology, providing customized solutions to meet organizational requirements and increasing operational efficiency.

• Planned and coordinated the development of data elements for system use, optimizing performance and ensuring robust interface and storage solutions, including the integration of external D&B data for improved accuracy and insights.

• Applied comprehensive data management principles and tools, including modeling techniques, data backup, recovery, dictionaries, warehousing, mining, disposal, and standardization processes.

• Shaped IT and digital strategies by developing the interface between CRM databases, marketing systems, and the Do Not Solicit system, which increased the ability to reach more prospects and boosted sales by 20%.

• Created, advised on, and maintained policy standards to streamline targeted marketing efforts and mailings, aligning processes with broader business strategies. Trained associates on the new process, significantly enhancing operational efficiencies and providing leadership to ensure successful adoption across teams.

• Executed regular integrity checks and spearheaded system updates, software upgrades, vendor and security-related patches, hotfixes, migrations, and legacy system optimizations or integrations with new technologies to maintain database and information integrity while improving system performance and stability.

• Coordinated and maintained approved vendor list between line of businesses (LOB’s) creating cost savings and enterprise negotiation leverage.

• Monitored and evaluated contractor performance and deliverables to ensure conformance and compliance with established standards and agreements.

• Managed and improved software quality assurance processes, ensuring adherence to established software and data quality standards. Oversaw the full SDLC, including strategic approaches to release management, testing, and deployment, ensuring seamless application delivery and troubleshooting.

• Determined the functionality of unique organizational structures and coordinate among key stakeholders for the long-term planning and development of organizational strategies to achieve objectives and mission.

• Created detailed and comprehensive SOW documents outlining project scope, deliverables, timelines, and key milestones. Ensure clarity and alignment with client expectations and organizational objectives.

• Drafted and negotiate SLAs to define service expectations, performance metrics (KPIs), and accountability standards. Ensure SLAs are achievable, measurable, and aligned with overall service delivery goals.

Additional Relevant Experience

Business Systems Consultant / Business Systems Analyst / VP

Operations Data Analyst

Consistently demonstrated growth from 1999 to 2012 and advancement within the same position, reflecting evolving responsibilities and expertise. This progression led to several promotions and modifications in job titles, culminating in the role of Applications Systems Engineer/ Product Manager, reflecting expanded duties and increased classification within the organization.

Senior Management Administrative Assistant Feb 1999 – Dec 1999

Responsible for overseeing administrative tasks related to personnel management, departmental organization, documentation, reporting, and system support.

• Managed personnel records, training materials, equipment, and sensitive information such as salary and bonus data, ensuring efficient resource utilization for New Business Development Officers.

• Organized department files, including territories, financial data, sales records, compensation, and bonus information, while ensuring confidentiality.

• Streamlined onboarding and off-boarding processes, covering training, resource allocation, and security documentation.

• Coordinated meetings and travel arrangements for managers and teams.

• Generated custom reports from multiple system extracts to analyze KPIs, sales pipelines, territories, achievements, trends, and variances at individual, regional and national levels, while conducting data analysis to identify patterns and insights.

• Provided IT support and served as the CRM system's subject matter expert (SME), leading to a promotion to Operations Analyst.

• Delivered LAN administration support, including troubleshooting, configuration, imaging and reimaging, applying updates, maintaining security access, and managing hardware inventory.

• Managed complex administrative projects, facilitating seamless data integrations between software and HR systems for real-time decision-making.

• Analyzed workforce structures, assisted in policy formulation, and improved administrative operations, contributing to well-informed policies and procedures.

Employee Benefits Trust Associate May 1996 – Feb 1999

Ensured the accurate administration of employee benefit plans, regulatory compliance, and financial oversight, while delivering exceptional customer service and mentoring associates.

• Collaborated with administrators and plan sponsors to ensure compliance with plan documents, government regulations, and security protocols, while adhering to regional and national laws.

• Delivered excellent customer service to internal and external clients, resolving issues related to employee benefit products and services.

• Led and mentored a team of associates, managing account openings, closures, and providing ongoing training.

• Developed and maintained a contact database to optimize targeted marketing and mailings, increasing operational efficiency.

• Supervised daily cash flow activities, including investments and disbursements, and ensured accurate reporting of 1099 information to the IRS.

• Assisted in preparing 5500 forms and schedule P’s, and conducted audits to verify account documentation accuracy.

• Created and delivered presentations outlining plan features and benefits to new participants, aiming to increase plan participation.

• Managed loan processing, fee monitoring (including embedded and rebated fees), and fund transfers (stocks, bonds, cash), and handled monthly pension payroll audits for Wells Fargo investment accounts.

• Established and maintained relationships with government agencies and private organizations to facilitate information exchange.

Investment Management & Trust Reconcilement Balance Control Application Processor Aug 1995 – May 1996

Operated in a fast-paced, deadline-driven environment, balancing tasks with a strong focus on accuracy and customer service.

• Managed balancing and batching tasks, applying basic accounting principles.

• Collaborated with administrators to facilitate prompt fund transfers between trust and checking accounts.

• Processed incoming and outgoing wire transfers in compliance with audit and departmental procedures.

Corporate Trust Operations Application Processor Aug 1994 – Aug 1995

Oversaw the entire process from work verification to issue resolution, ensuring completeness and accuracy.

• Managed internal accounts, applying basic accounting principles.

• Resolved intricate customer and operational problems to deliver high-quality service.

• Assisted in closing the department due to corporate consolidation and relocation.

Bank Card Representative Jan 1993 – Aug 1994

Delivered prompt and efficient customer service to both internal and external customers while adhering to security procedures.

• Investigated and resolved problems and research requests.

• Processed bank card maintenance and requests in a timely manner.

• Conducted daily audits to enforce security procedures.

Funds Transfer Department Data Processor Apr 1991 – Jan 1993

Responsible for providing exceptional customer service to internal and external clients in a high-pressure environment governed by stringent deadlines.

• Processed all incoming wire transfer requests over the phone and at the counter.

• Collaborated with other bank areas and financial institutions to expedite wire processing.

• Operated in a high-accuracy environment, requiring rapid input, outstanding customer service, and strong multitasking abilities.

• Conducted system backups in adherence to record retention schedules and protocols.

Recognitions / Awards

• Celebrating Excellence

• Partner Award

• Shared Success Award

• Pinnacle Service Award

• 17 Best Shot Awards- Outstanding individual or team performance on a specific accomplishment.

• 6 Stagecoach Awards – Exceptional contributions to Wells Fargo Business Development

• 4 Service Excellence Nominations

• Business Development officer Team MVP

StrengthsFinder Top 5 Strengths

Analytical Restorative Achiever Learner Deliberative

Education

• Front Range Community College, Westminster, CO – Computer Science Courses

• New Horizons, Broomfield, CO – Computer Science Courses

Certifications

• Agile Project Management

• Agile Scrum Master

• Data Analysis

• Management Skills

• Successful Project Management

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