Experience

MVP Advisory Group, A Davies Company

• Business Consulting and Services
• 1 - 100 Employee

• IT Consultant (Principal)

  • Nov 2021 - Present

  Tucson, Arizona, United States Contracted by MVP to provide an expert evaluation of CFG’s Model Office and IT test automation processes, practices, tools and personnel with the goal to implement recommendations. Delivered a comprehensive assessment, recommendations, a roadmap and detailed plan to transform CFG’s Model Office and IT test automation practices.



PK

• United States
• Information Technology & Services
• 700 & Above Employee

• Project Manager III

  • Nov 2020 - Nov 2021

  Omaha, Nebraska, United States Assigned to Union Pacific as a senior project manager / scrum master, providing project management and process improvement leadership as part of an SOA program to revamp the company's railroad equipment management systems.



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Information Technology Quality Assurance Manager and Sr. IT Project Manager

  • Oct 2016 - Mar 2020

  Summary: Provided decisive, inspiring management for the TCoE Sales and IVR teams. Commissioned to oversee and transform the on and offshore teams into QA and Test Automation Engineers and establish test automation systems for both Salesforce and IVR applications. Trusted advisor to upper management, business partners and peers. Provided recommendations to management on how to improve quality and increase ROI through IT QA and Testing. Key Responsibilities: Developed and managed the… Show more Summary: Provided decisive, inspiring management for the TCoE Sales and IVR teams. Commissioned to oversee and transform the on and offshore teams into QA and Test Automation Engineers and establish test automation systems for both Salesforce and IVR applications. Trusted advisor to upper management, business partners and peers. Provided recommendations to management on how to improve quality and increase ROI through IT QA and Testing. Key Responsibilities: Developed and managed the project plans, scope, budget, resource plans, risk and issue logs, metrics and communication status to stakeholders. Key Successes • Test Automation for Salesforce and Test Automation for Customer Support Services. Realized an annual ROI of $1.2M in automated tests developed for IVR and Salesforce applications. Provided the leadership and expertise through every step of the projects; from developing the strategy and acquisition to deployment. o Negotiated product sourcing and approval of contracts with test automation tool vendors and facilitated reviews with Legal and Procurement. o Evaluated and replaced unprofitable test tools and processes with tools compatible with Salesforce and IVR. • Project Rescues o Provided project rescues to multiple projects lacking proper leadership and organization for Merchant On-Boarding and Customer Issue enhancement projects that involved many complex, interdependent but highly siloed systems. • Fraud Alert Projects o Oversaw the implementation of Fraud Alert applications for multiple customers and coordinated services required from multiple third-party vendors and teams. Facilitated the assessment of the Fraud Alert systems process, identifying impediments and opportunities for improvement. • Agile / Scrum Best Practices o Introduced Agile practices to the test automation teams. o Trained the CSS Project Managers in Agile and Scrum Master practices **Contact me through LinkedIn for a full list of accomplishments and my full resume. Show less



Mutual of Omaha

• United States
• Financial Services
• 700 & Above Employee

• Sr. Information Systems Project Manager, Sr. QA Analyst

  • Apr 2008 - Sep 2016

  Omaha, Nebraska, United States Summary: Provided both program and project level leadership and change management to numerous programs and projects that were on the cutting edge of transformation for Mutual of Omaha. Provided both project, process and technical partnership to teams touching the entire Enterprise. Key Responsibilities: Scrum Master leadership leveraging Agile / Scrum practices on projects. Facilitating scoping, sprint planning, development of and coaching on epics, user stories, tasks, story point… Show more Summary: Provided both program and project level leadership and change management to numerous programs and projects that were on the cutting edge of transformation for Mutual of Omaha. Provided both project, process and technical partnership to teams touching the entire Enterprise. Key Responsibilities: Scrum Master leadership leveraging Agile / Scrum practices on projects. Facilitating scoping, sprint planning, development of and coaching on epics, user stories, tasks, story point estimating, tracking via Velocity, Burn Up, Burn Down reports, managing backlogs, impediments, product owner, stakeholders. Managed vendor relationships with HP, Vericode, Sogeti, Capstone, Orasi, Turnkey Solutions, and others. Key Successes: IS QA Transformation Program Provided project management leadership for the program to transform software quality throughout the Enterprise. Key Projects within the Program o QA and Testing Transformation Strategy o Contributed to the team sanctioned to develop and rollout the new QA processes, framework, project metrics and roadmap for the Enterprise-wide initiative. o PM / Scrum Master for Test Automation Projects o Test Automation Project for Group Claims Systems. 270 of manual FTE hours required to execute tests for Group Claims was reduced to 8 scheduled hours per test cycle. o Mutual of Omaha Bank / Condo Certs Project. QA of weekly deployments for the Bank could not be consistently completed. Delivered a suite of easily-maintained, data-driven automated tests to meet the need. o Mutual of Omaha Bank / Fiserv Deployments. Oversaw transition from manual to automated practices, tests and tools to quickly vet Fiserv software version and fix upgrades. Before, the team had limited insight and time to vet resulting unforeseen impacts. **Contact me through LinkedIn for a full list of accomplishments and my full resume. Show less



Lincoln Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Senior Information Technology Project Manager

  • Mar 2005 - Mar 2008

  Omaha, Nebraska, United States Summary: Provided both software project management and infrastructure project management (Oracle DBA Team) to deliver value-added, new and enhanced applications and systems. Developed and managed project estimating, scope, plans, ROI, risk, resources, communication, change management and activities throughout the SDLC. Responsible for sponsor, stakeholder and vendor relationships. Managed multiple projects simultaneously. Key Successes: Lincoln Financial IT Systems Integration… Show more Summary: Provided both software project management and infrastructure project management (Oracle DBA Team) to deliver value-added, new and enhanced applications and systems. Developed and managed project estimating, scope, plans, ROI, risk, resources, communication, change management and activities throughout the SDLC. Responsible for sponsor, stakeholder and vendor relationships. Managed multiple projects simultaneously. Key Successes: Lincoln Financial IT Systems Integration Program The $20M+ program integrated, merged and reduced redundancy between the IT systems inherited via 5 different company acquisitions. The objective was to increase revenue and customer retention by providing cross-divisional business intelligence that would facilitate cross-selling between insurance, group insurance, annuity, brokerage, asset management and retirement business units. Lead a team of 60+ associates and consultants as the project manager entrusted to initiate the program. Additional Key Successes: Transformation to Iterative and OOAD Development o Assisted to define the Enterprise’s project management practices when Jefferson Pilot merged with Lincoln Financial. Taught and established practices for project managers in Omaha, Philadelphia, Ft. Wayne and Chicago. o Instrumental in the adoption of Object-Oriented Analysis and Design. Taught analysts and lead developers on the techniques to elicit and formulate user needs into OOAD visually based models. Rewrite of the IVR / Genesys Call Center System - Improved the stability and performance of the Call Center applications providing leadership and guidance to the project team members and guidance to stakeholders. Immediate pre-pickup information on callers reduced call time, improved customer service and provided opportunities to cross sell. **Contact me through LinkedIn for a full list of accomplishments and my full resume. Show less



Physicians Mutual

• United States
• Insurance
• 700 & Above Employee

• Technical Services Manager (a.k.a. PMO Manager)

  • Aug 2004 - Feb 2005

  Omaha, Nebraska, United States Summary: Managed a team that provided support to the Greenfield Program’s project managers. Greenfield was a multi-million dollar, 7-year program to replace legacy systems with best practice processes and new software systems and supporting infrastructure. Key Successes: • Led and supported the implementation of Greenfield’s software development lifecycle, IBM’s Rational Unified Process and supporting tools, ClearCase, DOORS, Clear Quest, Rational Rose. • Support for upgrades… Show more Summary: Managed a team that provided support to the Greenfield Program’s project managers. Greenfield was a multi-million dollar, 7-year program to replace legacy systems with best practice processes and new software systems and supporting infrastructure. Key Successes: • Led and supported the implementation of Greenfield’s software development lifecycle, IBM’s Rational Unified Process and supporting tools, ClearCase, DOORS, Clear Quest, Rational Rose. • Support for upgrades, configuration and on-call issues for the project management tool Primavera. • Provided reporting consistency and controls through implementation of PMBOK project management methods, governance and metrics. **Contact me through LinkedIn for a full list of accomplishments and my full resume. Show less



Cross Collaboration, Inc.

• Information Technology Consultant

  • Sep 2002 - Aug 2004

  Gladstone, Missouri, United States Provider of Project Management, Business Analysis and QA expertise to IT organizations. Specialized in projects requiring on-the-job and training expertise in iterative development, OOAD techniques and business process improvement. Key Successes: • Physicians Mutual (as a Cross Collaboration customer) – Provided Rational Unified Process and UML expertise to the Greenfield program. Implemented the PMO governance procedures and criteria, metrics, resource and portfolio management… Show more Provider of Project Management, Business Analysis and QA expertise to IT organizations. Specialized in projects requiring on-the-job and training expertise in iterative development, OOAD techniques and business process improvement. Key Successes: • Physicians Mutual (as a Cross Collaboration customer) – Provided Rational Unified Process and UML expertise to the Greenfield program. Implemented the PMO governance procedures and criteria, metrics, resource and portfolio management practices. • Overland Solutions, Inc. – Facilitated the effort to merge Overland Solutions business processes and systems with their acquisition, Serve Com America. Established the strategic direction and cultural image for the combined companies. Collaboratively defined consolidated, improved business process. Jointly designed the new system, in form of requirements and UML based deliverables. • ESI International, Inc. – Partnered with ESI as one of 7 national trainers for ESI’s new OOAD-based business analysis curriculum. ESI works in conjunction with George Washington University to provide training, certification and master’s programs in project management and business analysis for a world-wide client base. Show less



Cerner Corporation

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Sr. Application Architect

  • Feb 2002 - Aug 2002

  Kansas City, Missouri, United States Summary: A leader and subject matter expert on the Cerner Methodology and Development Tools Support Team. Trainer and consultant to IT Teams in Cerner’s RUP bootcamp to immerse and kickoff IT teams starting projects using the RUP and supporting tools. Provided post session project consultation and coaching. Developed supporting materials and aids. Reviewed team member’s training materials. Key Successes: • Led efforts to review IT projects utilizing the Cerner’s software… Show more Summary: A leader and subject matter expert on the Cerner Methodology and Development Tools Support Team. Trainer and consultant to IT Teams in Cerner’s RUP bootcamp to immerse and kickoff IT teams starting projects using the RUP and supporting tools. Provided post session project consultation and coaching. Developed supporting materials and aids. Reviewed team member’s training materials. Key Successes: • Led efforts to review IT projects utilizing the Cerner’s software development methodology. The goals were to examine use of the processes and to identify opportunities to assure the quality of Cerner’s medical record software products. • Trained multiple IT staff in various analysis topics from the Rational Unified Process (RUP) and Unified Modeling Language (UML). • Supported the IBM tools supporting RUP and UML including Rational’s ClearCase, ClearQuest, DOORS, Rose. Show less



American Century Services, LLC

• United States
• Investment Management

• IT QA Specialist, IT Project Mgr, Programmer/Analyst, IT Facilitator (Business Analyst)

  • Nov 1992 - Jan 2002

  Kansas City, Missouri, United States Key Successes: QA Specialist, Enterprise QA Team o Provided expertise to and facilitated process improvement for various IT teams. o Developed processes and delivered training on Level 2 processes of the Capability Maturity Model. o Coordinated reviews of IT projects for compliance with the R.U.P. process and the processes of Level 2 of the Capability Maturity Model. Project Manager, Headline Program – New Brokerage System Project. A… Show more Key Successes: QA Specialist, Enterprise QA Team o Provided expertise to and facilitated process improvement for various IT teams. o Developed processes and delivered training on Level 2 processes of the Capability Maturity Model. o Coordinated reviews of IT projects for compliance with the R.U.P. process and the processes of Level 2 of the Capability Maturity Model. Project Manager, Headline Program – New Brokerage System Project. A multimillion-dollar program to gain competitive advantage through process improvement, new product offerings, technological improvements and new, efficient software systems. • Headline Program – New Brokerage System Project. o A project leader as a part of a multimillion-dollar program to gain competitive advantage through process improvement, new product offerings, technological improvements and new, efficient software systems. This provided full brokerage services for American Century investors. This established an entirely new business unit. • Headline Program – Viador Project. o Capitalized on the implementation of a third-party product to optimize RDBMS’ performance and modernize the process for providing marketing analysis, data mining and campaign development. Managed plans, milestones, issues, risks, and resources. Facilitated the definition of schemas and views to optimize performance of the warehouse and data marts. Programmer-Systems Analyst • Supported Transaction Processing System. Provided programming, analysis and design support on various projects. Included support for Y2k, Statements Rewrite, MVS Partitioning Design, SEC Regulatory Changes to Customer Correspondence, Nightly Batch Reduction projects. TQM Team Leader, Systems Analyst & Facilitator • Facilitated the development of I.T.’s Software Development Methodology. • Led multiple strategic planning, project scoping, analysis and design sessions. Facilitated 171 sessions in one 12-month span. Show less