Experience

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  Calpine

  • Houston, Texas Area

  • Records and Information Manager

    • Aug 2012 - Present
    • Houston, Texas Area

    Develop, implement, and enforce Calpine policies on records management, retention and storage. Ensure procedures are in place for appropriate document control and compliance. Develop record management programs to optimize approaches in safe and secure record-keeping across the organization. • Reviewed current retention schedule and updated with additional functional categories and document types. • In conjunction with HR developed a process to electronically capture(prep, scan, qc, index and load) employee files• Supply chain services process developed to merge contracts and ensure most current versions are available in Documentum. • Provide guidance on Records Retention schedule, and develop a parallel taxonomy.• Assist the legal department with legal hold strategies, eDiscovery solutions and data collection.• Dodd Frank legislation. Developed a process to capture, and manage required electronic records for reporting purposes.• Provide bi-weekly reports and projects updates.• Provide training to new hires and records representatives.• Implemented measurement dashboard to ensure customer service level agreements are being met.• Develop policies and procedures related to records management (currently developing an e-mail policy and imaging standards)• Provide strategic advice and tactical support across the enterprise.• Manage large-scale projects/activities or a very closely related set of projects/activities. Current project is a records review of over 3000 boxes that are stored at off-site locations.o Saved $47,750 in document review costso $27,000 saved in storage costs(over 5 years)• Manage multiple vendorso Consolidated off-site storage accounts to reduce costs of services• Lead and mentor team members (3 in Houston and 1 in California), through feedback, communication, and performance goals. Provide regular communications to Calpine Records Representatives(97)

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  Swift Worldwide Resources

  • Houston, Texas Area

  • Senior Document Controller

    • Jun 2012 - Aug 2012
    • Houston, Texas Area

    As part of the Upstream Developments Document Management team in Houston I developed a process to manage incoming well file data to support the activities on the Eagle Ford Asset Team. Responsibilities include:Interaction with many other asset and project personnel including project management, 3rd party owners, engineering contractors, vendors and construction contractorsProvide coordination and support for all asset document management activities.

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  Infosys BPO

  • Senior Analyst

    • Sep 2010 - Jun 2012

    Data Control Lead Lead a data control team to implement a large scale scanning project. This includes working with multiple groups to ensure data is correctly identified and loaded into a document management system (GIS and Sharepoint user interface with a Documentum database). Additional responsibilities include providing training, identifying additional data sources for integration, working with an off-shore team to provide system enhancements and developing processes and procedures for the data control group.Review multiple content type taxonomies and consolidate, recommend changes and develop processes for updating. The taxonomy is in use throughout North American Gas to identify and classify well related data.As team lead I am responsible for managing three people to ensure the data quality of well files:Identification of content typesWell Header data to create a single source repository(data is reviewed from several sources, bested, then published).Training team members and consumers on a data management tool. This includes a GIS and document management user interfaces.

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  The Response Group

  • IAP Planning Specialist

    • Apr 2010 - Sep 2010

    I provided technical specialist support to BP during the Deepwater Horizon Response. A primary responsibility within the Planning section was to compile and generate the Incident Action Plan(IAP). This is a written plan containing general strategic objectives for managing daily operational activities. It included the identification of operational resources and assignments and it also included several attachments that provided direction and critical information for managing the incident during each operational period.Other Responsibilities included but not limited to:Identified and executed several areas for process improvementsInterfaced with federal, state, local agencies and stakeholdersProvided expert IAP software technical support

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  BHP Billiton

  • Record Manager

    • Jun 2009 - Apr 2010

    Provide strategic and tactical expertise in Records and Information Management.HighlightsDeveloped records and information management policies and procedures.Developed a document control standard. This project consisted of developing a current state assessment, future state recommendation and a gap analysis for the document control process worldwide and included working with multiple subject matter experts. Provided subject matter knowledge in the development of the records retention schedule. The retention schedule received approval from the CEO, CFO and Legal and was published.Developed core control processes to align with corporate directives to demonstrate RIM compliance and best practices and provided regular reports on progress.Managed the company's first destruction of information process and included review, approval sign-off, and destruction of records eligible for destruction.

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  Swift Worldwide Resources

  • Consultant - Document Manager/Data Steward

    • Jan 2008 - Jun 2009

    On-site at BPManage the collection, normalization and uploading of borehole data.Develop processes and procedures for document control within companies information management and operation parametersAssist the global project team and mentor new team members during development and implementation phasesManaged the scanning process including document prep, scanning, quality control, indexing and re-prep of documents during a phase 1 scanning projectTraining an off-shore indexing team to index scanned documents (Created an indexing Playbook with examples and properties needed for each document type)As part of the project team assisted in the design of component parts including ARC GIS and SharePoint to integrate with the Documentum repository; importing share drive dataNormalize well data across platforms including Well Names, Fields, API'sProvided user training in the use of the system (GIS and MOSS) user interface Validated record types with corporate retention schedule to determine retention requirementsProvided RFP documentation to assist in vendor selection through supply change managementDevelop data management process flows for well information (such as well logs and drilling and completion files)

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  CenterPoint Energy

  • Record and Information Manager

    • Apr 2007 - Jan 2008

    Manager of Corporate Records and InformationLead the development of the corporate record and information management program.HighlightsReviewed and updated corporate retention schedules, maintenance procedures, developed training and monthly corporate communicationsAssist SharePoint team in developing SharePoint as the corporate records repositoryCoordinated the destruction (vendor selection) of rate case files allowing office space to be repurposed for employees and completed the project 20 days prior to delivery dateAssisted the legal department in developing a legal hold strategy for electronic and hard copy information that was responsive to legal holds.

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  Chevron

  • Global Records Consultant

    • Jun 2004 - Apr 2007

    Lead information analyst in conversion of FileNet document management system to DocumentumDeveloped load strategy for documents using McLaren DocloaderDeveloped share drive clean up strategyProvided Documentum (WebTop) user training (reduced the training time by 75%) Implemented a scanning solution to convert accounting documents and load into DocumentumProvided training for indexing, scanning and system useDeveloped indexing templates using EMC's Captiva softwareImplemented improvement to the scanning process and increased volume scanned by 50%;Assessed system issues and worked with offshore team to implement fixes Provided guidance for record management program in VenezuelaAssessed the current state, developed a roadmap and worked with team to implement programDeveloped Requests for Proposals for vendor selection in implementing DocumentumProvided subject matter expertise on several initiatives including X1 search tool, Electronic Information Management project, resulting in selection of Microsoft SharePoint as solutionDeveloped a process for reviewing electronic data that provided a 30 to 40% reduction of electronic files.Created a spreadsheet allowing the assessment of vital records and the costs to convert the records to digital Coached document coordinators on importing, and adding meta data to documents within Documentum Presented information management sessions on Record Management basics, and data cleanup at Chevron sponsored Information Management conferences.

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  Petrolera Ameriven

  • Venezuela

  • Consultant

    • Sep 2005 - Dec 2005
    • Venezuela

    Provided guidance establishing a records management program.

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  Koch Industries

  • Wichita, Kansas Area

  • Records Manager

    • Feb 1997 - Jun 2004
    • Wichita, Kansas Area

    Koch Pipeline Leadership role in developing a corporate record and information management program:Implemented iManage (EDMS) solution for technical writing teamAssessed the current state of information and hired staff to implement programDeveloped and provided guidelines and training to departmentsReviewed corporate retention schedule and updated, allowing legal destruction of information resulting in approximately 25,000 records destroyedDeveloped a training package and provided training to employeesActive member of Koch Record Management networkManaged multiple projects including inventory, assessments and guideline developmentRecords Manager, Koch Business Solutions Manage the corporate record center, vendors and supported record management software:Managed and marketed PC/Docs and iManage (two document management solutions). Developed document templates, provided support, training and importing of contentProvided input on the corporate record retention schedule and assisted outside counsel with the schedule developmentLed a conversion of bTrieve system to SQL platform, including assessment, design, rollout and user training. Utilizing existing technology resulted in saving purchasing, development, configuration and training costsSupervised record center and reduced storage costs by 30%;Managed key vendor relationships for storage of records and reduced costs for materials by 20%;Managed a product sales material and improved processes in the order fulfillment group, reduced headcount by 50%, implemented technology solution for inventory control and provided product reports to internal customers.Koch LegalProvided technology and litigation support to the corporate legal department:Implemented PC/Docs document management solution for the corporate legal department:Provided data migration, training, and support for the corporate legal department (120 people)

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  Lyondell Petrochemical Co.

  • Legal System Support Coordinator

    • Jan 1991 - Feb 1997

    Assisted in joint project with ARCO to develop an electronic litigation support system, reducing annual costs for litigation from $2MM annually to $150KLead project to create an electronic legal matter management system. From development to rollout in five monthsDeveloped a system to create pre-authorized contracts for the marketing department. System allowed sales force to create authorized contracts reducing the need for attorney review Provided statistical analysis of legal costs to benchmark peer companiesAdministrator for corporate legal departments Novell NetwareProvided networking, hardware and software support

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  Analytical Consultants

  • Senior Network Supervisor

    • Nov 1988 - Dec 1991

    Provided technical support to clients with Novell networks:Provided support on Novell NetwareManaged support personnel to support client computer needsHired technicians and trained in problem resolution. Provided training and mentoring in problem resolution with networks, hardware and softwareDeployed over 600 computers including configuration, data migration and trainingCommunicated with hardware and software vendors to resolve technical issues.