Patrick Wann, MBA, PMP, CSM

Power Platform Developer / Solution Architect at MALIN - A Raymond Company
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Contact Information
us****@****om
(386) 825-5501
Location
Tomball, US

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Experience

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 200 - 300 Employee
    • Power Platform Developer / Solution Architect
      • Oct 2021 - Sep 2023

      Houston, Texas, United States Developed a Fleet Vehicle Management App with an accident reporting module supported with dataverse. This tool replaced an InfoPath process in which vehicles are assigned, returned, and traded out, but I also added onboarding, disposal, and automations in Power Automate triggered by Web hooks. This tool has helped streamline document management and process lead times by weeks. I built a custom connector to utilize the Samsara GPS API in order to track mileage, safety data, and change GPS… Show more Developed a Fleet Vehicle Management App with an accident reporting module supported with dataverse. This tool replaced an InfoPath process in which vehicles are assigned, returned, and traded out, but I also added onboarding, disposal, and automations in Power Automate triggered by Web hooks. This tool has helped streamline document management and process lead times by weeks. I built a custom connector to utilize the Samsara GPS API in order to track mileage, safety data, and change GPS data through the app. I made another API connector to look up VIN info from the NHSTA. -Created a custom connector for the DocuSign API for use in an app for quoting customer training. The PowerApps app edits a Word Template, converts to PDF, creates a DocuSign envelope, sends to recipients, and Power Automate listens for web hooks of the response. The connector is used for recipient editing, tag manipulation, envelope management, and page image retrieval as well.

    • PowerApps Developer
      • Apr 2021 - Oct 2021

      Houston, Texas, United States Create and design value adding and ergonomic applications for process improvement and increased business velocity using the power platform. - Replaced the need for salesforce with an in-house CRM PowerApp with SharePoint style left navigation component, power BI tiles, and MS office and SQL connectivity to track sales operations and lead generation. The over $200k in savings make this a very valuable tool being implementing currently. - Improved a change request process and earned a… Show more Create and design value adding and ergonomic applications for process improvement and increased business velocity using the power platform. - Replaced the need for salesforce with an in-house CRM PowerApp with SharePoint style left navigation component, power BI tiles, and MS office and SQL connectivity to track sales operations and lead generation. The over $200k in savings make this a very valuable tool being implementing currently. - Improved a change request process and earned a kaizen by replacing InfoPath setups with a streamlined approval flow with an app that uses message card Http calls, SQL integration, pdf previews, and attachment handling with the file system connector. - Saved 12hrs a day and earned a kaizen for $100k a year savings via my power automate flow that created over 400 pdf work orders for corresponding invoices and loading them to a file. This saved the team from having to do this manually, I used Power BI connecters, Graph API calls, and excel office java script to complete this action.

    • Unemployed - COVID
      • Apr 2020 - Apr 2021

      Full time parent and job seeker during the pandemic. I earned my data analyst associate and certified scrum master certifications during that time.

    • United States
    • Oil and Gas
    • 700 & Above Employee
    • Project Coordinator - Power BI Developer
      • Mar 2020 - Apr 2020

      Houston, Texas, United States I provided analytics for the IT PMO by developing a system of tracking PMO assistance requests and operations using Power Automate, Power BI, and ServiceNow. COVID-19 layoff

    • United States
    • Oil and Gas
    • 700 & Above Employee
    • Project Controls Coordinator - Power BI Developer
      • Dec 2017 - Mar 2020

      Houston, Texas I act as the project controls admin, tasked with monitoring spending to include budget and forecasts of several departments. While tracking project spend, I serve as a gatekeeper to prevent overspend on capital appropriations and conduct appropriate document and process management. I also coordinate financial reporting and annual planning for budget spend.  Another role I assume is of an inside sales/b2b customer service rep for several multi-million dollar accounts. I work with mostly… Show more I act as the project controls admin, tasked with monitoring spending to include budget and forecasts of several departments. While tracking project spend, I serve as a gatekeeper to prevent overspend on capital appropriations and conduct appropriate document and process management. I also coordinate financial reporting and annual planning for budget spend.  Another role I assume is of an inside sales/b2b customer service rep for several multi-million dollar accounts. I work with mostly international customers to properly coordinate billing, shipping, and other logistical functions. Most Noteworthy Accomplishments: o Using a reporting software, which pulls info from our ERP (JD Edwards) data warehouse, I use excel VBA code to breakdown costs per project, project anticipated spend, display project/budget analytics in a dashboard, and distribute reports through Outlook automatically. By doing so, I saved several hours of work each week by creating and automating spending reports that otherwise needed constant excel pivoting, organization, and mailing. My reporting has also helped the engineering team gain deeper insight to the progress of their projects. o I created auto-updated excel user forms to help streamline approvals, complex purchasing requests, and quoting for external customers. These forms would compile information from various drives into easy to view financial breakdowns that help make critical financial decisions. o While using Power BI, I’ve created a new interface for our engineering team to view their project’s financials from mobile and desktop dashboards with the help of DAX measures and drill-throughs. o Via Microsoft flow, I have created automated approval processes with actionable email message cards that can send HTTP requests to post info to sharepoint and help the project team communicate and track operations. I also use Graph API with an Azure App to pull info from excel reports in sharepoint to post in emails via HTML tables. Show less

    • Finance Specialist
      • Aug 2015 - Nov 2017

      Houston, Texas Area This position was taken during the downturn. Performed process improvement operations for a small auto shop by mapping and streamlining admin processes such as financial transactions, payroll, and procuring parts. Set up an ERP system to save vehicle and customer info and calculate profit electronically. o Saved 8 hours a week in administrative duties. o Organized a part repository to reduce waste in unused parts. Procured and sourced new sources of aftermarket parts to help drive down… Show more This position was taken during the downturn. Performed process improvement operations for a small auto shop by mapping and streamlining admin processes such as financial transactions, payroll, and procuring parts. Set up an ERP system to save vehicle and customer info and calculate profit electronically. o Saved 8 hours a week in administrative duties. o Organized a part repository to reduce waste in unused parts. Procured and sourced new sources of aftermarket parts to help drive down costs of what current vendors offer. Show less

    • United States
    • Oil and Gas
    • 700 & Above Employee
    • Project Contract Coordinator
      • Dec 2014 - Aug 2015

      Houston, Texas  Ensured both NOV and suppliers fulfilled their contractual duties and obligations for over 50 projects and capital equipment orders worth over $100 million. Worked closely with members across multiple functional areas and domestic/international NOV manufacturing facilities to ensure all contracts terms were met. o Defined clear contract parameters twice a week through contract reviews, document management, ERP order entry, and process monitoring for multi-million dollar equipment purchase… Show more  Ensured both NOV and suppliers fulfilled their contractual duties and obligations for over 50 projects and capital equipment orders worth over $100 million. Worked closely with members across multiple functional areas and domestic/international NOV manufacturing facilities to ensure all contracts terms were met. o Defined clear contract parameters twice a week through contract reviews, document management, ERP order entry, and process monitoring for multi-million dollar equipment purchase orders, resulting in a streamlined process that allowed orders to be quoted and processed within 24 hours reducing bottlenecking by half. o Saved countless man-hours and many thousands of dollars in facility resource, legal, and shipping costs by ensuring clear communication and clarification of the contract terms. Uncovered several instances on the front end in which the customer PO did not reflect the final destination designated on the quote.  Led the implementation of new software used to catalogue department information on a wiki site. Incorporated all processes and procedures in an intuitive organization of webpages and links. o Saved at least half an hour each day for all members of the offshore contract coordination group by organizing the contract coordination team wiki into a user-friendly central depository for all applicable resources. o Self-taught on Confluence software to design and build the contract coordination team wiki, saving the company hundreds of man-hours and hundreds of dollars in IT support. o Collaborated with other team members to contribute all useful knowledge and give feedback, making the site optimal in time efficiency, ease of use, and aesthetic appeal. Show less

    • United States
    • Advertising Services
    • 700 & Above Employee
    • Account Coordinator
      • Jun 2012 - Dec 2014

      Houston, Texas Area  Liaised for various Business -to-Business accounts. Coordinated multi-facility production and account management across the world. Led the operations of pricing, quotes, purchasing, quality certification, and sales order entry for brokering packaging material to be shipped directly from our vendor to the customer. Expedited the production material shipments and product approvals. Processed and managed $6 million dollars in sales annually of production and tooling charges. o Initiated and… Show more  Liaised for various Business -to-Business accounts. Coordinated multi-facility production and account management across the world. Led the operations of pricing, quotes, purchasing, quality certification, and sales order entry for brokering packaging material to be shipped directly from our vendor to the customer. Expedited the production material shipments and product approvals. Processed and managed $6 million dollars in sales annually of production and tooling charges. o Initiated and led cross-functional coordination with 10 other personnel with positions in sales and purchasing to manage procurement activities and supplier price negotiation, saving over a $100,000 dollars in freight charges and supplier margins. o Maintained constant communication with the customer, enabling improved transparency and shipment monitoring. The customer was always able to meet the demands of AT&T’s stringent 4-week timelines.  Coordinated across 38 departments across 15 locations to develop new business models. o Led collaborative effort to use the JD Edwards software in new ways for direct ship transactions, driving a new value stream for my division. Created a process that allowed my facility to transact inventory that never physically passed through our shipping department. o Created standard work instructions and operating procedures for several processes, decreasing weeks of time to train new employees on manufacturing forecast deduction, blanket order creation, and the direct ship model.  Managed accounts for several customers. Solved time sensitive issues to include immediate phone reprogramming, pallet number reassignment, and short timelines for product introduction, ensuring the customer met the strict requirements of the cell phone industry o Created sales orders and assigned work orders in the most cost effective sequence; matched the customers assigned forecast manufacturing schedule and reduced overtime by over half. o Physically shipped 100% on time. Show less

    • United States
    • Restaurants
    • 1 - 100 Employee
    • Shift Manager
      • Aug 2008 - Jun 2012

      Houston, Texas Area Cash handling and personnel management

    • United States
    • Higher Education
    • 700 & Above Employee
    • Full Time Student
      • May 2006 - Aug 2008

      Nacogdoches TX Place holder to account for gap in employment

    • United States
    • Armed Forces
    • 700 & Above Employee
    • Fire Support Specialist, 13F
      • May 2004 - May 2006

      Fayetteville, North Carolina, United States  Observe and adjust long range fire support. Directed field artillery, aiming and adjusting gun fire to hit the target using map coordinates, distance and direction, or reference point guidance. Operate military vehicles in both combat and garrison environments. Support military intelligence activities as needed. o Led multiple convoys as the lead vehicle driver in Camp Victory, Iraq for a one-year deployment. Memorized key routes and maintained safe protocols for roadside bomb avoidance… Show more  Observe and adjust long range fire support. Directed field artillery, aiming and adjusting gun fire to hit the target using map coordinates, distance and direction, or reference point guidance. Operate military vehicles in both combat and garrison environments. Support military intelligence activities as needed. o Led multiple convoys as the lead vehicle driver in Camp Victory, Iraq for a one-year deployment. Memorized key routes and maintained safe protocols for roadside bomb avoidance. Resulted in over 100 safely conducted convoys o Called and adjusted over 300 artillery rounds in training exercises; all rounds delivered safely and adjusted successfully onto target with no firing incidents. o Supported a Brigade Headquarters intelligence unit; ensured over 30 people adhered to security protocols for sensitive documents and equipment. Show less

Education

  • Stephen F. Austin State University
    MBA, General Business
    2008 - 2009
  • Stephen F. Austin State University
    BBA, Management
    2003 - 2008
  • Syracuse University
    VCTP Program, Project Management
    2016 - 2017
  • Texas A&M University
    n/a, Aerospace Engineering
    2001 - 2002
  • Nacogdoches High School
    Highschool Diploma, Basic HS curriculum
    1998 - 2001

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