Fortune 500 Consulting Company
– Rescued resource management and cost management operations for the PMO of a $150 million program to implement and integrate Salesforce.
Medicaid Agency –Led multiple governance and collaboration activities for a 3-year, $200 million transformation program to replace a Medicaid mainframe with a multi-module, multi-vendor architecture called MES (Medicaid EnterpriseSystem).
Regional Utility– Improved governance and processes for the EPMO, including a Microsoft Project effectiveness assessment. Trained staff on Microsoft Project best practices.
Fortune 500 Financial Institution– Managed an $85M set of multi-year programs to upgrade and simplify financial functions. These included the way clients and Financial Advisors manage wealth as well as trade execution.
Fortune 500 Business Services Provider
- Designed and mobilized a PMO for a 3-year business transformation that included innovations in transparency and reporting.
Fortune 50 Retailer
– Accelerated PMO definition and mobilization, introducing performance enhancing processes and tools.
Regional Retailer
– Transformed portfolio management processes and tools to include intake, selection, and prioritization that made investment decisions more objective than subjective and brought cohesion to the management team.
Major Airline
– Led PMO for a BI (Business Intelligence) transformation program that provided client with many operational and competitive insights.
Fortune 50 Insurer
– Designed a global dependency management capability for the client who wanted to expand globally through acquisition.
Fortune 50 Insurer
– Organized a two-day post-acquisition planning workshop that included C-level executives and their staff from Europe and the US.
Fortune 100 Healthcare Provider
- Designed and built a shared services model that centralized administration, support and management of all SFDC (Salesforce) activity across 24 businesses.
Fortune 500 Business Services Provider
- Designed a program controls framework for a 5-year business transformation program that would support 8 initiatives, managed by 8 initiative teams, executed by 24 business units, from worldwide locations, utilizing an estimated 800 projects.
Fortune 200 Financial Institution
- Conducted PMO operations for a $70 million program to consolidate and integrate processes and systems across three acquired banks, including CRM, risk management, underwriting, and loan accounting.
Fortune 200 Financial Institution
– Led initiative to replace the Travel Services provider of the loyalty program. This impacted client facing websites, phone voice response units, customer service reps, and electronic funds transfers.
Fortune 200 Financial Institution
- Member of the Enterprise PMO team for a $500M program to replace core systems and infrastructure. This replacement impacted almost all systems throughout the enterprise.
Fortune 200 Financial Institution
- Established and ran a global sourcing office for one of five business units. My business unit (Securities) achieved a faster rate of growth in both headcount and savings per person than all others and accomplished this without layoffs or early contract termination.
Global Options Trading
– managed the creation and introduction of a new options trading system with many innovative features. This system tripled client accounts and revenue in the first two months of operation.