Project Manager Training

Highly motivated professional with strong analytical and interpersonal skills. Experienced trainer and technical writer able to document procedures and produce user-friendly training materials. Demonstrate superb customer relations skills, with the ability to quickly identify customer needs and deliver relevant solutions, process improvement, leading to increased customer satisfaction.

SKILLS:

Expert Level: Planview, Business Objects, Microsoft Project, Excel, Word, Access, PowerPoint, Adobe, Visio, Snag-It

Proficiencies: SQL, TOAD, AQT

PROFESSIONAL EXPERIENCE

Planview Architect/Administrator – 4/2012 – Present contract position

KPMG, Montvale, NJ

Designed and configured screens, scripted dialogs, and lifecycles for version 10.2 and 10.4; trained in house admin on all aspects of Planview functionality. Set up all project plans for PMs, alternate structures and column sets for work and resource features. Built out the Strategy structure and linked all projects to programs for rolling up to strategic objectives. Configured version 10.4 for upgrade to SaaS environment, developed custom user guides, developed training curriculum for project managers and resource managers.

Planview Administrator – 5/2011 – 6/2012 – contract position

Catalyst Rx, Philadelphia, PA

Configured and implemented v10.2 for Catalyst, creating and populating all structures for work, strategy, resources and alternate structures. Created configured screens and lifecycles for adding work, creating new fields for reporting new pieces of data. Updated the request and work lifecycles, configured screens, alternate structures and scripted dialogs for new lifecycles. Created all user documentation specific to Catalyst’s processes. Developed Business Objects reports for senior management; handled all user questions and issues (400 users currently) as well as all vendor related issues. Worked with a member of the server team to ensure database updates and Planview progression are running as scheduled. Develop SQL queries when needed to update database structures and cleanup.

Planview Administrator – 3/2011 – 5/2011 – contract position

AARP, Washington, DC

Planview Administrator implemented v10.1 for AARP; building structures, configured screens, developed training materials, and delivered training to PMO reps. Worked extensively with their financial team to develop budgets for project plans, configured financial versions and models. Teamed up with AARP’s business units to determine requirements for management reporting. (This was a short term project)

Project Manager/Planview Administrator – 12/2008 – 2/2011

Excellus BlueCross BlueShield, Rochester, NY

As project manager for the upgrade of Planview, my responsibilities included leading the upgrade to Version 10.1; configuration of all system options, creating new structures and keying in all user and resource attributes for approximately 1,500 active users. Also responsible for leading daily discussions with business sponsors and vendor, providing direction to the project sponsor, and working with the vendor on installation.

Current responsibilities also include keeping Version 9 up and running until all projects are considered complete. My Business Objects experience has allowed me to train other super users in the creation of BO reports and publishing them to the Planview interface.

Developing role based training curriculum and easy to read User Guides with step by step instructions is another area of responsibility and expertise that I have brought to Excellus. As a result, Excellus has stopped purchasing vendor reference material, saving the corporation several thousands of dollars. Developed many e-learning modules using Captivate for use where instructor-led training was not feasible.

National Software Trainer - 6/2008-11/2008

Planview Inc., Austin, TX

National trainer for Planview, delivering training specific to client’s current version and business processes.

Deliver variety of Portfolio Management training to various audiences including core teams, project managers and resource managers. Topics include Project Portfolio Management, System Administrator, and Business Objects training.

• Deliver instructor led classroom training of Project Portfolio Management

• Maintain strong customer relationship between Planview and client

• Communicate technical issues from client back to Product Support for timely resolution

• Develop custom reports using Business Objects

Planview System Administrator – 4/2001-5/2008

Program Management Office

Excellus BlueCross BlueShield, Rochester, NY

Lead the Planview Team to drive the implementation of a new process to manage IT projects across the organization. Work closely with various business units and claims division to create and improve data reporting against corporate projects. Administer the Planview system, develop training curriculum, and deliver training.

• Configure and maintain Planview system; apply all hot fixes and upgrades

• Develop training curriculum for all roles

• Deliver instructor-led classroom training, Webinar training to all user levels while keeping students attentive and engaged using skill building exercises and content mirrored instruction

• Develop custom reports for senior management and project managers using Business Objects

• Maintain strong customer focus and management of user expectations; establish high level of user trust and confidence

• Tactically communicate with senior level executives as well as IT and end users

• Perform audits on data to ensure data quality and integrity

• Assist project managers with project plan maintenance

• Interface with users to resolve system related questions and issues in a timely manner

• Develop relationships with Planview technical staff and Excellus infrastructure team to resolve system issues and incidents

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