Streamline Customization for Reduced Costs and Expansion
Conducted an in-depth Salesforce environment analysis to increase end-user satisfaction and decrease administrative complexities. The analysis included detailed application/interface diagrams, Salesforce object models, security audits, and Salesforce associated cost review. The environment improvements included a 70% reduction in custom objects and significant yearly cost savings.
Implementing A Program Management Office
Project manager for a large-scale Program Management Office redesign. Redesigned project intake and activation processes and controls, defined department roles and responsibilities, and designed and facilitated the launch of an executive management steering committee to align and prioritize projects with the company’s strategic objectives and growth plan. Also conducted a clean-up and re-prioritization of the […]
Post-Merger and Acquisition Program Management
Led post-merger and acquisition integration for a publicly traded health care client following its purchase of another publicly traded solution provider. Responsible for managing multiple teams through the consolidation of financial, CRM, human resources, and other technical solutions.
Operational Assessment for Scalability
Project manager for a company-wide operational assessment to identify inefficiencies, quality issues, scalability barriers, and business frustrations for a two-year-old technology start-up. Developed actionable recommendations to address these pain points and position the company for future growth.
Strategic Account Management with Product Development
Successfully managed the efforts to prevent the loss of the client’s premier customer. Retention efforts included implementing custom system enhancements to address product issues, conducting a successful international roll-out and training program, and managing customer expectations. Managed resources across the US, Canada, UK, Poland, India, and Hong Kong.
Post-Merger and Acquisition Financial System Consolidation
Responsible for the consolidation of four different financial systems associated with prior acquisitions. Managed multiple internal and external vendor resources through the clean-up and transition to a single general ledger, accounts payable, accounts receivable, automated invoicing, time tracking, and asset management solution. Also assisted with outsourcing certain finance activities to increase efficiencies and cost savings.
Program Management for HR Initiatives
Project manager for parallel human resources initiatives at a disease management company, including implementation of a more robust compensation structure, applicant tracking system, and high deductible health plan, as well as the necessary employee training and communication activities. Established project plans, tracked progress, uncovered and addressed issues, ensured cross-team communications occurred, and facilitated weekly status […]
Strategic Planning for Growth
Co-authored a five-year strategic plan for a technology company that outlined the company’s value proposition, product development approach, marketing and business development plan, and contingency options if certain key milestones were not obtained. Also created board-level messages to support the strategic plan and address potential roadblocks to board approval.
Program Implementation for Key Accounts
Served as project manager to implement a health and wellness solution for the client’s key customer accounts. Coordinated efforts across 10+ functional teams, including data intake, application configuration, testing, call center operations, telephony setup, biometric screenings, and fulfillment.
Post-Merger and Acquisition Customer Migration
Led post-merger and acquisition integration program to migrate customers of the acquired company onto the client’s core platform. Led twenty-four cross-functional team members through new product development, software development, phased client migrations, system consolidations, vendor contract negotiations/terminations, facility moves, and human capital decisions
