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Work Background
EXOS TALENTProject Manager
Aug. 2024SOX Compliance Migrated intranet to Halo application and ensured the system and related systems were SOX compliant. This project was managed utilizing the Agile Framework. Managed onsite workforce as well as two vendors. Project duration was 6 months from initiation to close out.
Sondhi SolutionsSr Project Manager
Aug. 2024 - Aug. 2024
Raymond JamesSr. Project Manager
Jul. 2024 - Aug. 2024St Petersburg, Florida, United States
Sondhi SolutionsSr. Project Manager
Jul. 2022 - Jul. 2024Remote• PI TO AWD program
• Program budget 3.2M
• Leading concurrently, the migration of the 20 Retirement services departments from the legacy system Power Image to AWD, the integration of the Salesforce platform and the OMNI GVA administrative system. • The goal of this program:
o Migrate 367-work process from Power Image into AWD workflows. o Integration of the Salesforce platform into AWD. o Integration of OMNI GVA administrative system.
• Reduced overall process time by 20%. • Created a testing tool that included test defect templates, testing repository, and reports that broke down the testing by unit, LOB, and release, subcategories of SIT and UAT. • Created UAT procedure documentation that gave step by step instruction on how to UAT test, with links to the various templates and repository that I created for UAT. Initiated a UAT VRM (Virtual War Room) in MS Teams which staffed 8-5 daily during UAT testing by myself the Lead SQA and 2 BAs • Created a readiness grid that comprised of inputs from my project schedule, testing grid, to give stakeholders a clear view of the project holistically.
DXC TechnologyAdvisor Project Manager Transition Leader
Nov. 2021 - Jul. 2024• Acquisition of Alstate New York block by Wilton Re • Budget 35M
• Successfully lead the conversion and converting of the Alstate block of business administration system from three mainframe sub systems into one distributed system hosted at DXC for Wilton Re. • Managed ten workstreams which were comprised of a PM, BAs, SQA, and Developers. There was a 70 – 30 offshore vs onshore split.
• Created a single program schedule in MS project that all ten workstream fed into to give a holistic view of the overall program.
• Held morning meetings twice a week with the PMs to go over to discuss risks, issues, roadblocks, and ensure that they were on track to meet their milestones. That all risks, issues, and decisions were captured in the logs in SharePoint.
• Maintained resourcing tracking via a spread sheet workbook that was utilized by DXC at the time.
• Created a weekly PI status for DXC management to give them a clear view of where the program was and to point out any issues, risks, and resource constraints.
Tata Consultancy ServicesProgram Manager
Sep. 2018 - Nov. 2021Tampa/St. Petersburg, Florida Area• Created PMO documentation, flows and processes for execution of programs / projects within the TPA. • Created documentation, flows and processes for the hiring of external, contractors, and contract to FTE positions.
• Managed the overall project for enterprise wide project for the TPA side of TCS. Interfacing with vendors and clients; including multiple teams both on shore and offshore.
Including the following:
• 56M company merger consisting of 140 teams both on and offshore
• Enterprise wide regulatory projects
• Enterprise wide security projects
Consultant with Matrix ConsultingLead Project Manager
Mar. 2017 - Sep. 2018Remote• Merger
• Successfully managed the $56 million company merger consisting of 140 teams both on and offshore.
• Created PMO documentation, flows and processes for execution of programs / projects within the TPA.
• Continuous Improvements • Created documentation, flows and processes for the hiring of external, contractors, and contract to FTE positions. Onboarded and trained staff for the PMO.
• Interfaced with vendors and clients, including multiple teams both on shore and offshore.
• Managed enterprise-wide regulatory projects and enterprise-wide security projects.
TransamericaLead Project Manager
Feb. 2006 - Feb. 2017TransamericaDigital Enrollment Program
• Successfully managed the Transamerica Employee Benefits (TEB) digital enrollment program in a program management role utilizing resulting in a $2 million growth in revenue. Salesforce Implementations
• Led the full SDLC and implementation of Salesforce.com across multiple divisions resulting in increased productivity and tracking of the sales desks’ activities with producers. Claims System
• Implemented the claims project replacing the legacy claims system for Transamerica employee benefits. Improved productivity by 50%. While giving policy holders a mobile application for the initiating a claim and receiving updates. Billing System
• Led the Billing, Reconciliation, Allocation, Suspense System (BRASS) project replacing the federal billing system for Transamerica employee Benefits. Acquisitions
• Successfully led an Acquisition from initiation to closeout bringing back in-house a large block of business from an external TPA resulting in savings to the enterprise of $1.5 million.
Continuous Improvements
• Led the team creating the governance process, Stage Gates, around how projects are managed from initiation to execution.
• Created a timeline that provided a visual representation of the various project milestones and work efforts throughout the year across all projects for the division. • Analyzed the data to highlight any potential conflicts of resources and presented the information of upper management on a quarterly basis for the Transamerica Employee Benefit divisional project portfolio.
AcxiomProject Manager
Jan. 1999 - Feb. 2006Managed the scheduler project that coordinated all data campaigns utilizing main frame knowledge base. This resulted in increased throughout of campaigns to the knowledge and decreased turnaround time to the client by 95%.
Implemented the Primus knowledge base for the call desks and internal help desk. This allowed the desks to successfully close tickets in less time. The knowledge base portal was also opened to internal employees to be able to search for their own answers to issues.
Coordinated and reviewed usability studies of the Acxiom Data Network site, analyzed trending software data to better understand the end user behavior on the site. Implemented processes and code to optimize the site based on the findings.
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