Scope of Work: Managed the M&A project for Vertex, a tax management software company, by defining how the new Taxamo products acquired needed to be included into the next version release of their website & managed recurring website feature updates thereafter through multiple release sprints.
- Managed all Client communication with Vertex including weekly project status meetings, feature & future project planning meetings, feature update demonstrations in staging environments, & UAT testing instructions.
- Defined, planned & implemented the 30/60/90 day plan to restructure the Project Management System by reconfiguring the JIRA, Confluence, Harvest & basecamp spaces including setup of DevOps release sprint boards, workflows, swimlanes, quick filters, custom fields, budget burn rate, sprint velocity, resource allocation forecasting, project dashboards, scrum ceremony cadence & agenda for each sprint, & Client status report templates for each Client account to ensure operational excellence & visibility into resource capacity across multiple Client accounts & Client projects.
- Trained O3 world’s project management & development teams on the new PMO system’s operational workflows & sprint meeting agendas, including the expectations on how they are to search & pull data, communicate, and log & track their work for each Client’s project within JIRA, Github & Confluence.
Systems Used: Drupal, AWS, Docker, Patheon, Salesforce, ServiceNow, Netsuite, Github, JSON, SQL, Google Analytics/AdWords, Microsoft Dynamics, Harvest, Forecast, JIRA, Confluence, Basecamp, Notion, Visio, Slack.
Scope of Work: Temporary fill-in for a COVID employee while they were sick to get the Rolex features into the PGA Tour’s website & mobile app and all of the maintenance updates in time for the Open Championships that summer.
- Successfully managed the new Rolex product feature implementation into the PGA Tour applications by Providing account & project management with Rolex, resource management with PGA Tour & Rolex’s dedicated development teams for the project, & CAPEX budget execution for the 698,000 contract.
- Delivered the features in the next version release of the website & mobile application ahead of the project schedule by 3.5 weeks and 24,283.75 under budget.
- Reported sprint progress & required asset deliverables needed from Rolex in order to successfully launch them in the mobile application.
Systems used: ReactNative, SQL, Smartsheets, Jira, Microsoft Excel, Microsoft Powerpoint, Cisco, Visio, AzureDevops, Microsoft Teams
Scope of Work: Conducted a technical program management process audit in order to find the current process improvement opportunities for the digital sales department.
- Created a new program management process for leadership with project spaces, confluence spaces set up to store key information about how each department within the program supports project, product & user data within the Company as they expand their EIM software in order to track day-to-day operational data across multiple online marketplace channels for both wholesale and direct-to-consumer orders.
- Established better reporting dashboards & scrum ceremony agenda framework for the digital sales program to quantify work expenditure across multiple projects for the department.
- Rolled-out new documentation governance & cyber security infrastructure layering security methods (ie. disaster recovery plan, endpoint vulnerability tests, automated phishing scam tests).
Systems Used: Drupal, SAP, ServiceNow, JIRA, Confluence, JSON, JAVA, AWS, AzureDevOps, Okta, Planview, Netsuite
Scope of Work: Led the project management strategy for redesigning the Company’s user interfaces in their EIM banking software portals for each product: checking, savings, investment banking, mortgage & Collection.
Managed each project from start to finish including the delivery/release rollout plan for the new system by global region.
- Managed the budget of 1.23 million by creating each project’s level of effort, project timelines & release roll-out plan, resource allocation & helped hire the right contracted resources for the project if the internal resources were already at full capacity with other internal projects. Came in 25,563 under budget and was ready to deploy the new system GUI updates 2 weeks before the original projected delivery date for 4 of 6 project rollouts.
- Led the project planning meetings with HSBC’s product managers & designers to formulate the best redesign strategy for each project & to break down the new system's interface requirements by each product department & staffing role. Helped make updates to the CSS component guides to reflect the new updates so I could write out the requirements better for the development team.
- Calculated & managed all sprint cycles & ceremonies for each project. Organized the tasks for each project into their own development sprint boards in order of priority & level of effort for the development team to make changes to the CRM fields, buttons, colors & overall system modules according to the new component style guidelines.
Systems Used: SQL, PHP, Azure DevOps, JIRA, Confluence, Oracle ERP, Workday, Microsoft Teams
*ROIstrategies is the name of my contract LLC for contact-to-contract work partnerships only.
By employing me as a contractor or full-time recurring hire you will be getting the following services:
1) Proven success in managing multi-million-dollar technical, digital and marketing program projects relating to:
-Managing brand expansion through digital marketing campaign and creating/auditing the marketing operational process to include: digital marketing ad revenue & spenditure module in the software system of choice, create a marketing analysis plan on how to drive profitability using a lean marketing budget using a blend of different digital marketing strategies & paid marketing advertisement vendors to achieve business goal
-Lead Product & Business Operational Software Implementation that can track and measure products, resources, & customers digitally & securely
2) Superlative, interpersonal communicator, presenter, and negotiator: Over 9+ years managing multiple technical program software product projects with versatile categories of spend, thus required to communicate those updates on progress & changes to Executive Management, Vendors & Customers efficiently with the right wordplay.
Feel free to look at my portfolio site which showcases the services I can provide and work I’ve done in the past including website, mobile apps & architectural UI/UX design protoypes: www.ROIstrategies.org
*Available for part-time to full-time work up to 40h/week on C2C, C2H, or Direct Hire.
*Rates are dependent on scope of work and contract type - do not go by the rates listed on my website.
*Out of all the contract and non-contract work I’ve provided over the years, these Client’s listed below are the ones with the greatest scope of work, highest amount of resource planning, management & communication in various time zones with various vendors, suppliers, tech teams, executive management, etc. and had the highest budgets needing to be allocated & managed properly.
- Led the project development effort on enhancing the BioMed department's staff scheduling System by replacing the 3rd-party vendor Hemasphere with Skedulo.
- Led the discovery phase of the project with the dedicated program managers in order to define the right system requirements so that the program managers could properly reflect the right data relating to contracts management, resource management, budget management, risk & impact assessment management.
- Implemented the cybersecurity tasks for VPN access to new contracted staff through Cisco, while minimizing vulnerabilities and strengthening the business information technology stacks.
- Managed all facets of each phase of the new system rollout: system architectural requirement planning, UI/UX design, development, QA, UAT & deployment by ensuring the requirements were accurate with enough information to not only develop but also write test cases, in addition to ensuring JIRA had the right workflows & triaging processes to track all efforts against this particular project, as well as assigning the right resources for the effort involved during all phases.
- Set up & led internal sprint ceremonies like daily standups, planning, backlog & retrospective meetings. - Led all additional meetings including feature planning meetings, interface design meetings, development demos, & test planning meetings with key stakeholders.
- Communicated status for each development & test cycle for what had passed, failed, was blocked, and backlogged (removed from scope) along with the status of how many were triaged to which internal teams for resolve while maintaining all change updates to the project roadmap.
- Reported all statistics against the project including burndown, velocity & resource capacity reports to the project stakeholders.
Scope of Work: Migrated an old proprietary back-office system into a new Oracle back-office system that integrated with all websites & 3rd party manufacturer's logistics inventory systems to automatically show warehouse locations & inventory availability in live time for drop-shipping inventory updates across all customer-facing websites & company-facing product management system.
- Redeveloped their website and integrated (API) with Oracle for backend traceability & automated inventory count adjustments (ie. out of stock). Trained product & sales team managers on how to manage the website CMS & marketing tools from the backend to make changes to existing products listed on the site and to upload new products onto the site.
- Researched, sourced, analyzed, and negotiated resource/material contracts with 3rd party vendors.
- Built out custom modules in Oracle & so that the sales team managers could manage the sales team's progress with tracking government RFP progress digitally in the CRM.
- Created, hired, trained & managed a technical team from start to finish for the systems integration project in order to migrate data from the old proprietary software to the new customized VOIP/CRM/ERP/Inventory Management & transitioned the company from on-premise servers to AWS secured cloud-based servers.
Systems Used: Eloqua, Shopify, Google Analytics/Adwords/Site SEO, Trello, AWS, SAP Inventory/Order Fulfillment/ERP Management System Modules, Oracle ERP & Inventory, Ebay, Amazon Marketplace, Pennsylvania State Government Bid & Proposal Websites for API integration
Scope of Work: Help transition the company to a new warehouse location & improve their business operations model to become more technologically efficient with less long-term OPEX expenditure.
- Learned the old business operations model for each department: logistics, sales, administrative; learn the new prospective business model and scope out a 30, 60, 90, 120, 6 month, 1 year transition plan. Responsible for owning this plan and keeping each milestone on schedule with the target start & end dates, providing status updates to the executive team when there were changes to the plan or any deliverables needed in order to achieve each milestone.
- Helped the Company move into a new business location by scheduling site inspections, scheduling contract work to build out the building according to local building codes, map out & schedule contractors & manage them to set up all technical infrastructure inside the building including on-site network servers, security cameras, computers in the warehouse, sales rooms & executive/administrative areas.
Scope of Work: Hired to help the business connect all of the Company's EIM systems together with automated workflows since they were opening up 2 new office locations and needed the data from all 3 locations to connect & be stored in the cloud not on-premise servers anymore. Systems integrated: AutoCad, Billquick, Quickbooks, and government procurement sites with Salesforce, created a custom-built digital archival database for all construction project archives.
- Helped establish the scope of work & requirements analysis with the technology program manager: Gathered requirements for technology needs from each department within the company, defined systems backend architectural diagrams, and identified gaps in requirements that needed subject matter experts to weigh in on what requirements needed to be accounted for & gathered estimates from local technology firms to help assist in the development & execution of the project plan.
- Assisted the technology program manager with carrying out the new systems release & post-release maintenance support by managing the development team for each sprint, leading sprint meetings & status meetings with the technology program manager to report on the project plan milestone updates, development progress, risks, dependencies, budget burndown & velocity.
Systems Used: PHP, JSON, JAVA, SQL, Salesforce, trello, Billquick, Quickbooks, AutoCAD, On-Prem server
Scope of work:
- Overall assistant to the neuroscience Center’s executive departments to help with anything that the Center needed but did not have a dedicated resource for each daily task that was top priority.
- Oversaw the maintenance of all Tesla fMRI machines by scheduling maintenance, and expensing invoices in the right GL account in the ERP, assigning the invoices for review to be paid.
- Gathered and analyzed research data results, ensuring they reflected accurately under each research study in the management system.
- Helped strategize the website's participant sign-up & pre-screen forms workflow for each study. Including HIPAA web-approval e-signature forms set up.
- Redesigned, developed & maintained the landing pages & web-forms of that part of the school's website.
- Created research campaigns on Facebook, Instagram & Google Ads based on Research Study Keywords that correlated with the user's keywords & location data within the search algorithms.
- Helped write grant proposals: gathered requirements and deliverables, got approvals & sent them out within the grant deadlines.
- Reported on research study procurement status each week to program managers with the user engagement & scheduling metrics along with how many more participants we would need for each study, potential blockers, liability concerns for certain potential participants with pre-existing health issues.
- Documented & emailed all meeting minutes to the board members.