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Work Background
Director Project Management Office
Simplex GroupDirector Project Management Office
Oct. 2022 - Dec. 2023Carlsbad, California, United States · RemoteSimplex Group, Inc. has more than 20 years of experience supporting transportation entrepreneurs! Offering premier services for America's trucking industry. Simplex experts take care of DOT compliance and safety management, as well as truck permits and tax reporting. You can also trust our Freight4U division with freight planning and factoring services, and the Insurance division handles coverage on any unexpected circumstances you may face. • Led and mentored a diverse team of 6 (Business Analyst, System Analyst, Project Manager, and Adoption Specialists) in developing and implementing complex projects. • Notable Achievements: o Instituted PMO Standard Operating Procedures and strategically organized team and tools, leading to the successful completion of 40 CRM projects and 175+ CRM system enhancements within 15 months with minimal rework, attributed to well-defined requirements. o Significantly improved the completion and deployment rate of User Stories without the need for subsequent rework or bug fixes, streamlining the development process. o Achieved a marked increase in maintenance enhancements deployed within 2-week Agile Sprints, optimizing efficiency. o Initiated a Change Management Process in collaboration with Business Resources, facilitating smoother implementations. o Developed a JIRA Story Factory for Business & System Analysts, allowing for thorough Business approval before moving User Stories to the Development Team’s Agile WIP Queue, enhancing project workflow.
National Delivery Lead (Senior Director)
RSM US LLPNational Delivery Lead (Senior Director)
Aug. 2021 - Aug. 2022San Diego, California, United States• Spearheaded comprehensive CRM implementation projects, including system integrations with financial, portal, and other third-party systems, showcasing technical leadership. • Partnered with Leadership and Business Development to cultivate opportunities, ensuring the successful execution of customer engagements across various domains, while fostering the growth and mentoring of delivery team members. • Oversaw a portfolio of client engagements with a combined value of $3M+. • Worked with the Corporate PMO to instill and train Delivery Management practices, enhancing Revenue and Consultant Utilization. • Managed diverse Delivery Teams ranging from 3 to 15 professionals. • Conducted Cost-Benefit Analysis for project phases, aligning financial planning with project goals. • Communicated project updates, risks, and issues to both the Practice Lead and client stakeholders. • Directed project planning efforts, including team assembly, assignment of deliverables, and development of project plans, schedules, and budgets, aligning with strategic goals. • Led comprehensive project planning, execution, and management, adhering to various SDLC methodologies like Waterfall, Agile, and hybrid approaches, ensuring project success from inception to completion. • Managed project execution against approved objectives, maintaining budget oversight, schedule, resources, and deliverables. • Applied Project Governance Protocols to navigate scope, budget, and timeline adjustments in response to evolving needs. • Notable Achievements: o Led the establishment of Standard Operating Procedures for the National CE Practice, supported the development and delivery of training materials, ensuring uniform Delivery Management practices across the national CE staff. o Mentored more than 20 professionals into promotions within the company, aiding in their career development in multiple stages. o Promoted from CRM Manager due to delivered results, project management expertise, & leadership prowess.
Project Delivery Manager, D365 CE
RSM US LLPProject Delivery Manager, D365 CE
Jan. 2019 - Aug. 2021San Diego, CA
Delivery Manager, D365 CE
DXC TechnologyDelivery Manager, D365 CE
Mar. 2018 - Jan. 2019Greater San Diego Area · RemoteTribridge was acquired by DXC Technology in June, 2018. • Played a pivotal role in the MS Dynamics CRM Health and Public Sector Division project team, focusing on the delivery of Offender 360 Jail Management System. • Provided support during the Test Phase as well as spearheaded the Report Design & Development Workstream.
Project Delivery Manager, D365 CE
TribridgeProject Delivery Manager, D365 CE
Oct. 2015 - Sep. 2017Chandler AZ · Remote• Played a key role on the MS Dynamics CRM VA Project Team, overseeing the VA Medical Center Call Center Project Workstream. • Directed a delivery team in crafting documentation and designing standalone CRM solutions, employing JavaScript and CRM Plugins, along with web service integration with the Veteran’s Administration legacy systems. • Employed Agile Development methodology for CRM implementations and a combination of Agile/Waterfall methodologies for extensive integration aspects of the project, demonstrating versatility in project management approaches.
Solutions Architect
Armanino LLPSolutions Architect
Apr. 2014 - Jun. 2015California, United States · RemoteAs a member of the Company’s Microsoft Dynamics CRM Team, I gathered and documented business process requirements used to perform system analysis of Microsoft Dynamics CRM 2013 and 2015 implementations. These requirements also included documentation and design of CRM functionality as well as Scribe Integration to AX (Dynamics’ Accounting ERP). While CRM implementations follow an Agile Development methodology, larger integration projects were more Water-Scrum-fall in nature. Managed a portfolio of projects valued at $1 million.
Systems Analyst
EDMCSystems Analyst
Feb. 2013 - Apr. 2014Chandler AZ · On-siteConducted system analysis for MS Dynamics CRM 2011 and 2013 implementations across the organization, skillfully capturing and converting customer business requirements into User Stories, facilitating the Agile development process.
Owner/Operator
Brown Dog CRM ConsultingOwner/Operator
Mar. 2006 - Dec. 2013Delivered IT and marketing services to small and mid-sized companies with annual revenues spanning from $2K to $26M.

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