Management Consulting Expertise

• 40 years of Project/Corporate Portfolio Management and Governance experience
• Broad range of Management Consulting engagements at over 135 clients in 12 industries
• US Federal Management Consulting experience at 12 agencies 8 prime contractors
• CIO, CTO and COO management experience in small, medium and large organizations
• Engagement Management experience at 12 global regional consulting organizations

SOLUTION STRATEGY

• PPM CA Clarity Maturity Assessments
• ROI/Opportunity Analysis Architecture
• Deployment Roadmap Implementation
• Policy Procedure Development

FUNCTIONAL

• Portfolio Management
• Program Management
• Project Management
• Demand Management
• Resource Management
• Financial Management
• Capacity Planning Resource Allocation

TECHNICAL

• Upgrade assessment implementation
• Reporting Strategy Customization
• Portlet Portlet Page Configuration
• Custom Object Design Implementation
• Integration / XML Open Gateway
• OBS / Group / Security Analysis Creation
• Process Design Implementation
• Template Analysis Creation
• Time Entry Design Enterprise Integration
• Financial HR Systems Integration
• Installation, Configuration Upgrade
• Program Management Office Automation
• Program Management Office Procedures

CA CLARITY PPM Solution Architect Consulting Engagements

Confidential

• Project Portfolio Management Advisor/Mentor/Coach/Administrator
• Assist Information Technology staff in the adoption, use and leveraging of a highly customized implementation of CA Clarity PPM
• Advise Information Technology Stakeholder on efficiency, effectiveness and adoption of customized processes and objects
• Work with Administration and Development teams to identify, assess, characterize refine functional and technical enhancements
• Work with Stakeholders, Program Management Office and Development Team to assess and plan for move from CA Clarity PPM Version 12 to Version 13

Confidential

• Assessed effectiveness and efficiency of Program Management Office strategies, policies, tactics, and procedures as supported by CA Clarity PPM
• Developed a refined deployment roadmap to define, vet, implement and deploy ease of use enhancements to minimize administrative overhead while enhancing effective decision making, risk minimization, collaboration, business process alignment, data quality, forecast confidence, business process compliance, perceived value, and user acceptance, including eventual move to CA Clarity PPM Version 13

Confidential

• Assist the Global Program Management Office and the CA Clarity PPM Execution team in the enhancement of benefits, value, effectiveness and efficiency of Project Portfolio Management methodologies, processes, procedures and tools
• Champion a solution strategy that moved from the current qualitative project status reporting methods to Best Practice quantitative, activity-based project planning and status reporting techniques
• Develop a solution approach that leverages Financial Management functionality as a foundation for deployment of real-time Business Case Analysis and formal Project Portfolio Management
• Identify suboptimalities and enhanced solutions for holistic enterprise-wide Resource Management
• Evaluate enhancements to be available in CA Clarity PPM Version 13 and initiate planning for upgrade from Version 13

Confidential

• Assist the Information Technology for Information Technology Department in developing an enhanced Portfolio, Project, Resource and Budget Forecasting Business Process that leverages the advanced features of CA Clarity PPM Release 12.1
• Advise on how CA Clarity's Process facilities could be leveraged to enhance Planning Process Governance authority, reviews, approvals and Quality consistency, completeness, level of detail, achievement of mandated confidence levels, comparison with best practice norms, etc.

Confidential

Evaluate Program Management Support requirements, and add new functionality to existing custom forecasting Portlets to meet advanced needs under a part-time retainer.

Confidential

Assist the Program Management Office in evaluating how an existing New Product Development process could leverage CA Clarity PPM's Portfolio Management and Release Management functionality by examining the current spreadsheet-based solution, and mapping it into corresponding CA Clarity PPM features

Confidential

• Assess the implementation of Supply/Demand Resource Management Percent Time Capture extensions to CA Clarity PPM to support unique Engineering management challenges
• Enhance the maturity of the packaged software delivery policies and procedures
• Architect, configure, integrate, train deploy CA Clarity Resource Financial Management for use by the IT organization

Confidential

• Specification of Financial Management Requirements for a 500 million Program Management Office
• Development of a custom Cost Modeling technique that takes into account the unique Incentives and Penalties of the healthcare initiatives under the American Recovery and Reinvestment Action of 2009
• Support of the Program Management Office's initial setup configuration of CA Clarity PPM and Financial Organization Structure

Confidential

Perform an Independent Project Risk Assessment of a refreshed initiative to deploy CA Clarity PPM beyond basic timesheets to full Resource Forecasting and Management

Confidential

Define Policies and Procedures for the management and documentation of the CA Clarity PPM operating environment in development, test, staging, QA production

Confidential

Reassess custom timesheet process and reporting implementation to address evolving requirements and provide additional visibility and transparency

Confidential

Conduct a Best Practices Program Management Office PMO Strategy Workshop for a large multi-year, multi-disciplinary, matrix-managed project

Prepare and deliver customized Project Management training sessions based on the PMO Strategy Workshop goals and objectives

Confidential

• Develop and pursue a CA Clarity Solution Architecture Consulting Practice.
• Conduct Project Portfolio Management Return On Investment PPM/ROI Enhancement Opportunity Reviews for Rabo Support Services, Mutual of Omaha, Baker Hughes, Asurion, Emerging Health IT

Confidential

• Assess current NIKU 6 usage, customizations and the potential benefits of upgrading to Clarity Version 8.1.1 and R12
• Evaluate the technical risks and probable duration of the standard product upgrade path requiring 6 sequential upgrades
• Devise and validate a two-phase migration alternative: move closed projects in advance of system downtime needed for final migration
• Implement the migration of 3,500 projects and 600 users from NIKU 6.1.5 to Clarity 8.1.1 while re-architecting the use of the Financial Module in conjunction with a custom data warehouse.
• Evaluate the use of Lightweight Directory Access Protocol LDAP interface for user account security synchronization, custom resource maintenance forms and custom timesheet approval processes

Confidential

• Assess current Clarity usage and the potential benefits of upgrading to Clarity version 8.1
• Identify opportunities to leverage Clarity's Out of the Box functionality including advanced reporting and process automation facilities to improve overall effectiveness and Prince2 Governance compliance
• Help to establish the Program Management Office for a 3,000,000 Euro Clarity ROI Enhancement project
• Develop a two year Clarity Deployment Roadmap detailing opportunities, benefits activities to achieve
• Evaluate the transition from custom budgets approvals to standard Financial Management functionality

Confidential

• Evaluate the transition from custom project budgets approvals structures to the standard Clarity data model
• Document the benefits of and the transition process to the use standard Clarity structures and reports

Confidential

• Provide technical and functional support for a 3,400 user / 1,600 project Clarity environment supporting over 320 major programs
• Assess current usage and identify additional opportunities to leverage Clarity's advanced reporting and process automation facilities to improve overall effectiveness
• Enhance and develop customized Actuate reports to support external reporting and program/project team presentation requirements
• Configure and create custom portlets to meet ever-changing operations analysis and display requirements
• Meet even more demanding operational assessment requirements by integrating custom Excel analysis spreadsheets with the Clarity database via the Open Data Base Connectivity ODBC integration facilities
• Interface Clarity's timekeeping sub-system to an external Vendor Management service provider, support planning for integration with internal HR system
• Create custom Excel-based data entry forms that a validate data with extracts from the Clarity database via ODBC and b automate input into Clarity via the XML Open Gateway XOG integration facility
• Enhance Clarity performance through configuration analysis and fine tuning
• Create a User Acceptance Testing environment to facilitate best practice modification and test policies
• Upgrade Production, User Acceptance Test and Development environments from Clarity 7.5.1.FP01 to 7.5.3.FP05
• Contribute to the planning for upgrade to Clarity Version 8.1