Summary

An accomplished business and management leader with diversified project management and solutions experience spanning various customer domains, vendor and product development environments. A strong capability in delivering business lead technology driven solutions to solve business needs utilizing the integration of COTS products with a clear understanding of requirements and needs, what product meets those requirements, when to build and when to buy based on an understanding of costs, business and technical requirements Organized and detailed oriented with the ability to quickly adjust and adapt to new ideas, platforms, domains and industries Strong analytical skills in understanding business needs and application of technology to meet those objectives. A hardworking, team player works independently or collaboratively with a strong commitment to focus and delivery on time and within budget.

Key Qualifications

• Experienced in managing project and organizational P L's
• Team player experienced in building, developing and mentoring staff
• Ability to effectively manage geographically dispersed teams, matrixed staff, contractors and vendors
• Experience in product/vendor evaluation, due diligence, selection and negotiation
• Experience in estimating, costing and resourcing
• Experience in risk management, risk mitigation, scope control and change order process
• Proficient in SDLC and have utilized various project management methodologies waterfall, iterative, agile, hybrid in delivering complex projects
• Familiarity with Six Sigma and CMMI
• Strong facilitator with the ability to create and deliver presentations to users, stakeholders, clients and executives
• Implemented, managed and delivered large scale complex solutions as well as smaller less complex departmental solutions, upgrades and migrations

PROFESSIONAL EXPERIENCE

Confidential

BPM/ECM Consultant

• Advised business on the capabilities of Business Process Management and Discovery in satisfying their vision.
• Led the efforts in performing due diligence on vendor products
• Managed the effort in the development and release of an RFI. Developed the evaluation criteria, weighting which led to the selection of top vendors/products.
• Managed the development of an RFP in support of the business vision.

Confidential

Senior Consultant

Knowledgent is a purpose-built Industry Information Consultancy that provides advanced Information Management and Analytical IM A solutions with industry-specific specialization in Financial Services, Life Sciences, Healthcare and Commercial markets.

Confidential

Project Manager/BA

• Proposed a new architecture to streamline the process and expedite the availability of legacy contracts. The process creates text documents from the images, using text analytics natural language processing and classification machine learning identifies clauses, name entities and extracts specific information of interest.
• Led an agile effort to analyze the existing process for the onboarding of image based legacy contracts for clause identification and data extraction resulting in full search capabilities.
• Successfully demonstrated the capabilities of natural language processing, machine learning and search in a small proof of concept solution.
• Initiated a product search based on the client requirements which included natural language processing, machine learning and search. Conducted the product evaluations and presented the findings and a recommendation to the clients Decision Authority.

Confidential

Vice President, Solutions Document Process Outsourcing

• Scan-Optics is transitioning from a hardware manufacturing company to a product and outsourcing process centric company. The position included the overall responsibility of leading the product development, delivery of overdue client solutions and to assume the responsibility for the document process outsourcing DPO center.
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• Led an SDLC/agile product development effort while utilizing a waterfall delivery del for of client solutions. Responsible for the overall day to day operations of a document process outsourcing DPO center with excess of 200 data entry operators.
• Downsized and restructured the product/delivery organization retaining the best resources.
• Successfully delivered two tax processing solutions for KY Department of Revenue and US Virgin Islands. Each valued at 1M. Also managed multiple smaller efforts 75K to 200K for product upgrades and change orders.
• Began productizing the overall solution for reuse at other existing contracted clients.
• Improved overall DPO processing utilizing Six Sigma methodology.
• Developed an organizational structure to better support the DPO.
• Developed in-house resources to lead and drive the transition of the business.
• Researched products to make the business more efficient and profitable. Areas included advanced data capture for un-structured and semi-structured forms, work flow/business process management, document management, and content management.

Confidential

Enterprise Content Management Architecture and Strategy Consultant

• For the mortgage and loans line of businesses created an ECM strategy to be utilized for an overall architecture to support MetLife Bank. All efforts were governed by the corporate PMO strictly adhering to the MetLife SDLC.
• For the mortgage and loans line of businesses created an ECM strategy to be utilized for an overall architecture.
• Analyzed existing imaging and content environments both electronic and paper based.
• Researched federated aggregation in support of disparate content stores.
• Analyzed leading electronic signature products for the feasibility of usage for mortgage brokers.
• Explored pure play BPM vs. content centric BPM.
• Evaluated various electronic forms packages.
• Analyzed records management needs retention and destruction to accommodate both physical and electronic records for the dissolving of the Bank

Confidential

Practice Lead Imaging and Workflow for Microsoft SharePoint

• For this system integration Company developed a go-to-market strategy for document imaging and workflow utilizing Microsoft SharePoint.
• Established and managed partner relationships for software providers KnowledgeLake, Nintex and K2.
• Managed 2 smaller delivery efforts valued at 100K each utilizing a hybrid waterfall/agile approach.

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Confidential

Practice/Project Director

For services and solutions delivery managed architects, project managers and consultants with varied project team sizes from 15 to more than 50 people. Direct responsibility for both pre and post sales managing multiple large-scale efforts concurrently. Projects included enterprise application integration, data migration, back file conversions, email management, document and records management and workflow. Established a strong working relationship with sub-contractors both on-shore and near-shore to augment specific client needs lacking within the staff capabilities. Had overall responsibility for the full project life cycle of all projects from requirements through acceptance.

Practice Director

• For services and solutions managed Architects, Project Managers and consultants with varied project team sizes from 15 to over 50 people.
• Direct responsibility for both pre and post sales managing multiple large-scale efforts concurrently.
• Projects included enterprise application integration, data migration, back file conversions, email management, document and records management and workflow. Projects varied from 250K to 20M utilizing waterfall methodology with some iterative methodology in the build phase.
• Established a strong working relationship with sub-contractors both on-shore and near-shore to augment specific client needs lacking within the staff capabilities.
• Overall responsibility for the full project life cycle of all projects from requirements through acceptance.

Project Director

• Accountability for identifying, responding, and delivering ECM and BPM solutions in North America Public Sector including vendor and personnel management, financial P L for all projects, prioritization and staffing.
• Total project responsibilities for several concurrent multi-million dollar projects utilizing more than 75 full time resources 8 Project Managers, 7 architects and 60 consultants , 25 sub-contractors and multiple vendors.
• Developed and maintained strategic relationships with FileNet, Documentum, Captiva, Kofax, Microsoft, Alero Technology, Tower Software, ibmL, Scan-Optics, HCL Technologies and Hexaware.
• Modernization of a 1978 mainframe based case tracking system into a FileNet P8 based solution.
• Consolidated and migrated 52 case tracking databases including a mainframe hierarchical database and various MS SQL, MS Access et al into a single store.
• Provided the data capture and imaging components for an integrated MMIS solution. The solution included complete OCR of HCFA forms, data validation and document imaging of all claims.
• An integrated electronic imaging solution in support of a new Criminal History Records System. This solution also included the total back file conversion of all criminal history jackets into a new imaging archive.
• High Level Government office electronic email records management solution to preserve all email and email history.

Solutions Manager

• Imaging and Workflow Center of Excellence managed 22 pre-sales resources
• Responsible for responding to RFI, RFP, RFQ and change orders related to Imaging and Workflow utilizing Unisys InfoImage product
• Overall win rate of 65 resulting in excess of 30M in sales.

Confidential

• Project/Program Manager - Professional Services
• Advanced data capture software company, now EMC/Captiva
• Responsible for the delivery of multiple integrated tax processing systems to process multiple tax types including sales tax, employer tax and personal income taxes, transforming unstructured data to structured data using advanced OCR/ICR technologies. Overall project was in excess of 3M and utilized SDLC/waterfall methodology.
• Improve overall process by standardizing methodology and developing reporting metrics.
• Direct responsibility for the overall management for the delivery of a fully integrated end-to-end tax processing system including requirements, detail design, custom integration, custom applications, all testing unit, SIT and UAT , acceptance and roll-out.

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Confidential

Project Manager - Integration Services

• Responsible for overall delivery including requirements gathering, solution development, integration testing and delivery of a complete state personal income tax filing solution valued at 1.5M utilizing waterfall methodology.
• Responsible for the management and the delivery of the tax processing system utilizing document imaging, bar-code and ICR/OCR technologies integrated with the MASS tax master and Unisys imaging and workflow product.

Confidential

Director of Operations

• Performed all day-to-day functions related to business operations in bringing the product to market.
• Managed in-house support including the network, hardware, software, maintenance, upgrades and physical space.
• Established organization and procedures for technical support of pre and post sales installation.

Confidential

Director/Image Consulting Services

• Established a professional services department for a workflow and imaging product providing all phases of pre post-sales, including business re-engineering.
• Developed an SDLC delivery methodology using waterfall approach to project planning.

Confidential

Vice President Engineering

• As a key member of the management team, assisted in the development and transition of the company from a systems integrator to a product development company.
• Total responsibility for the development, stabilization and maintenance of a windowed based open system client/server architecture imaging product.
• Managed a stabilization effort, with a strong emphasis on focus and done , resulting in the product being marketed under the IBM Cooperative Software Program.
• Responsible for the management of a staff of 90 full time employees 25 contractors for development, quality assurance, system test and documentation.
• Developed an early litigation support solution which was implemented in support of a major anti-trust suit.
• Delivered 12M in client delivery projects utilizing waterfall project methodology.