Mainframe: IBM 3090

Independent Consultant specializing in system integration, project and program management for large scale, complex IT projects. Consulting expertise includes business and process analysis, design and implementation of financial management systems, CRM systems, HR systems, document management/imaging/workflow systems, reengineering, QA, testing, rollout and training of quality processes for application development, risk analysis and mitigation strategies.

Director/Sr. Consultant for an international ISO 9001 certified provider of information technology, system integration and project management consulting services.

Sr. Consultant/Manager for an international software development and consulting services organization, providing client/server based financial software, workflow/imaging software, COLD technology software and associated consulting services. Software applications and consulting services assist clients in transforming their business processes into business assets, and their information processing into knowledge-based, value-added activities. Software applications include GL, AP, AR, FA, PO, Time and Billing, Financial Reporting, Workflow/Imaging, COOL/Imaging. Managed the implementation, conversion, enhancement, and on-going maintenance of financial systems, workflow/imaging systems and COLD technology systems for over 50 clients in a variety of vertical markets and hardware platforms. Responsibilities included development of functional and detail requirements (including definition of multi-currency and inter-company trade and FX transactions), project scheduling, documentation standards, issue management (tracking & resolving issues), risk identification and management, and definition & management of internal and external dependencies.

5/01 to 9/01 LTI NYC/NJ

Siebel Sales Project Manager for LTI, a leading IT consulting organization. Responsible for managing the development and implementation of an enterprise-wide Sales Force Automation system, expected to provide LTI Sr. Management and Sales Executives the ability to more effectively and efficiently plan and execute the tasks that comprise their sales process. Key goals were to enhance the communication process and to standardize the sales process across the organization.

Sr. Siebel (Call Center) Project Manager for Honeywell, one of the world's premier companies. A $24 billion global, progressive organization, with a vast range of products and services, from high-tech components to computers and cell phones, from state-of-the-art industrial plants to products used in your home or business.

Sr. Software Engineering Manager for Digex, Incorporated, an organization that provides Web and application hosting solutions designed exclusively for businesses that have Internet requirements tied to critical business objectives. Managed a department of 12 IT professionals responsible for creating and defining specifications for complex object oriented programming applications, and modifying and maintaining existing applications. Clarify CRM modules supported included ClearSupport, ClearLogistics, ClearContracts, ClearSales. Also responsible for documenting ‘To-Be’ business processes for implementation of Siebel CRM system that eventually replaced Clarify system. Responsible for:

Sr. Systems Engineer for NYC Mayor’s Office of Operations Year 2000 Project Office. Managed a team of analysts responsible for an Independent Verification and Validation (IV&V) and QA of mission critical IT systems for city agencies. Agencies included: Fire Dept., Dept. of Correction, Dept. of Probation, Dept. of Consumer Affairs, Taxi & Limousine Commission, Dept. of Environmental Protection, Dept. of Labor Relations, & Office of the Mayor. IV&V & QA assessments were performed to determine the quality of Y2K code remediation and testing efforts for those critical systems. Objective to verify agency readiness, identify risk exposure and recommend risk mitigation strategies was achieved by reviewing agency strategic plans, test plans, test strategies, test scripts, test results, problem logs, change management procedures, and by interviewing agency commissioners and MIS staff. Compliance was measured against NYC processes, federal guidelines and industry standards. Results and findings were documented and presented to the agencies. Participated in the organization, development and design of ‘playbooks’ for use by agencies and the EOC (Emergency Operations Center). ‘Playbooks’ were the key vehicles used for the communication and tracking of agency progress throughout the Y2K rollover weekend. The project was heralded a resounding success; there were no Y2K failures on NYC mission critical systems during the Y2K rollover.

Program Manager-EURO Conversion Member of management team responsible for EMU (European Monetary Union) conversion project for the Global Institutional Services division of a large investment bank. GIS is the financial processing arm of the bank and includes Global Custody, Retirement Services, Securities Lending, US Performance Measurement, Cash & Trade, Corporate Trust, & Investment Management.

Project/Program Manager-SEI/CMM Managed a team of 25 application development quality consultants chartered with developing and maintaining quality processes, templates, metrics, and reporting mechanisms to support CMM level 2 & progress toward level 3. Directly responsible for quality processes supporting application development for Equities and Derivatives business lines (equity finance, swaps, analytics, credit, and other core processing systems).

Sr. Consultant-Y2K Program Office As a member of the Y2K program office, I was responsible for the development of a global performance scorecard system to manage & report on Y2K renovation, testing & implementation activities, and participated in activities which: accelerated the implementation of multiple Scorecards across mainframe, mid-range, and client server platforms, assisted in planning and implementation of Y2K renovation and testing approaches, assisted in the review & validation of project plans for Y2K renovation, created project structures to facilitate communication and delivery during the engagement, including the posting & maintenance of relevant documents to the internal knowledge management systems, assisted in the creation of strategic plans to replace aging systems and migration of those systems to new platforms.

Practice Director - Financial & Workflow/Imaging Systems Consulting

Project Manager-ERP-Financial Systems & Workflow/Imaging Managed a $4.0 million multi-company financial software upgrade project for a client in the transportation industry. The upgrade was designed to yield benefits of $5.3 million in the areas of General Ledger, Accounts Receivable, Accounts Payable, Fixed Assets, Billing, Purchasing, COLD/Imaging, and Workflow. Developed business specifications for processing inter-company transactions. (Client/Server HP9000, AIX, GUI interface).

Project Manager Workflow/Imaging, COLD

Project Manager-Workflow/Imaging, Reengineering Provided workflow consulting expertise to project team responsible for the design and implementation of Lockbox Exception Processing for the bank’s Lockbox Processing Department. Project provided image viewing, check scanning and automated indexing utilizing the microcode on each check. Interfaced with fax gateways for automatic fax notifications to lockbox clients to alert them to log into their client queues to resolve lockbox exception transactions. (Client/Server ATT, GUI Interface).

Project Manager-Workflow/Imaging, COLD Managed development and implementation of workflow systems for nationally known garment manufacturer. Workflows were developed in order to increase client satisfaction and to reduce processing time and expense. Individual workflows were required for each of three areas, Credit, Accounts Receivable & Sales and Transit. (Client/Server DEC VAX, GUI interface).

Project Manager-Workflow/Imaging, Reengineering Managed the implementation of a workflow system for this International Transportation Company, which resulted in the enterprise wide consolidation of their Bill of Lading Processing operations. The workflow provided image scanning, indexing and viewing of bills of lading and other affiliated documents. Ninety percent of documents were received via fax from remote port locations, and interfaced into workflow via fax gateways. Reengineering and consolidation of operations was expected to substantially decrease the time and expense to process bills of ladings and increase client satisfaction by elimination of lost documents. Responsibilities included full life-cycle application development; analysis, design, risk assessment, planning, testing, quality assurance, change management, and deployment. (Client/Server DEC VAX, GUI interface).

Project Manager-Workflow/Imaging, Reengineering Managed a workflow project which automated the Underwriting Process for a medium sized insurance company. The reengineered process was designed to cut processing by thirty percent and substantially increase client satisfaction. Additionally, the new process was expected to eliminate nine positions in the records department. Remaining clerks were re-trained to perform scanning and indexing. (Client/Server Wang, character cell screen interface).

Project Manager-Workflow/Imaging, COLD, Reengineering Managed projects with responsibilities that included full life-cycle application development; needs analysis, design, functional and detail specifications, risk assessment, planning, testing, quality assurance, change management, training, and roll-out to production environment. Clients included:

Project Manager-ERP/Financials (GL, AP, AR, FA, Time & Billing, Financial Report Writers) Managed the conversion, design and implementation of enterprise wide financial systems, supporting multi-company, multi-currency financial environments rolling up and consolidating at the corporate level. Responsibilities included:

TARGET MARKETS: eCommerce, Call Center, Help Desk, Sales Automation, Mobile Work Force, Financial Services, Banking, Insurance, City Government, Federal Government, Consulting, Chemical, Transportation, Communications, Manufacturing, Health Care, Retail, ASP, ISP, Publishing