Organizational Readiness and Training Strategist

Summary

• Senior change/transformation leader with over 18 years of experience in business transformation, technology integration and strategic planning
• Experience in global implementations spanning Europe, Latin America, Australia, South Africa and New Zealand for Enterprise Resource Planning (ERP) Systems including SAP, Oracle and PeopleSoft
• Outstanding leadership and team building strengths that generate optimum productivity and performance with proven history of delivering exceptional results
• Certified Project Manager by Project Management Institute (PMI) and IBM
• Certified Change Management by Association for Talent Development (ATD)

Career Progression

07/09 – Present: Independent Consultant - Organizational Readiness, S2L, LLC – Washington, DC

Senior Change/Project Manager:  Responsible for the management, development, and implementation of change management, training and consulting services for organizational transformation, change initiatives, communication strategies, (utilizing ADKAR / ATD methodology) executive messaging and content development.

ORACLE R12 Implementation Project: Telephonics, Farmingdale, NY
•Change and Training Lead for implementation of Oracle Release 12.1.3
•Developed and implemented change management strategy and plan
•Coordinated train-the-trainer for Oracle R12 course delivery in the following: Order Management, Procurement, Supply Chain, Agile, Quality, Payroll (Time and Labor), Production Scheduling, Bills of Material and Depot Repair
•Managed overall design, development and delivery of Employee and Manager Self-Service modules; delivered pilot training; managed training instance data load
•Responsible for all communication to management including Executive and Steering Committees, key stakeholders and general population
•Published monthly project newsletter and managed all project communication via the client’s internal website 

ORACLE R12 Upgrade Project: West Virginia University, Morgantown, WV
•Change and Training Lead for Oracle Upgrade to Release 12.1.3
•Developed and implemented change management strategy and plan
•Designed, developed and delivered train-the-trainer course materials for Oracle R12 Account Payables, Procurement and Oracle Business Intelligence Enterprise Edition (OBIEE)11g
•Responsible for all communication to management including Executive and Steering Committees, key stakeholders and general population
•Contributed to the design and development of internal website 
•Provided regular status reports to executive management
•Led Focus Group, Governance Board and Change Champions

ATLAS Project: McGraw-Hill, Inc., Hightstown, NJ
•Led detailed design review with client to determine training approach for Account Receivables department
•Designed and developed instructor-led training materials for Oracle R12 Account Receivables
•Provided regular status reports to management team

ORACLE R12 Upgrade Project: Kinetic Concepts, Inc., San Antonio, TX
•Change Management Lead for implementation of Oracle R12.1.3
•Created corporate-wide communication plan identifying key events and resources relative to the implementation schedule and roll out
•Assessed, tracked and communicated to senior leadership the impact of new changes to be implemented
•Worked in concert with business leaders, stream leads and change management champions to disseminate R12 upgrade program information
•Developed a stakeholder map for the project to help determine the dynamics that would influence the planned change

CORNERSTONE Project: Westinghouse Electric Company, Cranberry, PA
•Training Lead for implementation of training in SAP Enterprise Central Components (ECC) 6.0 for over 15,000 employees
•Responsible for the development of overall strategy for instructional design, delivery, training environment, data loading, and schedule of 23 courses for Finance, Human Capital Management, Business Warehouse, Supply Chain Management, Manufacturing, Procurement and Logistics 
•Developed and maintained the education project plan and used it as a tool to communicate all aspects of the training program
•Presented periodic Dashboard reports on the program and client issues
•Responsible for the overall scope, timeline, budget and resources of the project
•Identified and prioritized outstanding tasks and issues, resolved process issues, managed implementation risks, and developed the deployment strategy 

APEX Project: Hennepin County, Minneapolis, MN
•Responsible and accountable for the coordinated management of the change/training program for implementation of PeopleSoft Human Capital Management (HCM) 9.0 for over 7,000 employees
•Built credibility, established rapport, and maintained communication with stakeholders at multiple levels
•Managed overall design, development and delivery of Employee and Manager Self-Service modules; delivered pilot training; managed training instance data load

07/08 – 07/09:  Manager, Deloitte Consulting – Atlanta, GA

Organization readiness and training lead for the communication/change teams as part of Oracle implementation projects.    Managed and played an active role in the design and delivery of change initiatives, including: organizational readiness assessment, communication strategy, executive messaging and content development.  Additional contributions include:

• Partnering with executive sponsors to develop messages and communication vehicles for employees and managers that align to broader organizational transformation and culture change messages.
• Managing large teams of training developers as they developed instructional materials, end-user courseware and all other supporting components including a practice database.
• Management tasks for teams including interviewing/hiring instructional designers, work-planning, status reporting, issue resolution, and cross-team coordination.
• Played a leadership role in internal initiatives such as business development, tool kit development and building eminence.

Alticor Project: Grand Rapids, Michigan. Performed as the education lead for the business transformation project that was focused on creating operational efficiencies in finance, logistics and order management in back-office processes for global deployment over a five year period in 55 countries.

• Managed the end-user training development by facilitating all training activities for the Atlas Flagship Oracle applications rollout. 
• Executed, managed and controlled tasks, including work-planning, status reporting, cross-team integration/coordination, training environment strategic development, coaching, change control, template design and development. 

Technical Environment: Oracle R12 E-Business Suite and UPK 3.1.5  

California Department of General Services Project: Sacramento, California. Performed as the education lead for the installation and upgrade to the existing Oracle Financial Module from R11i to R12.

• Coordinated the development of training materials for upgrade to General Ledger, Accounts Payables, Accounts Receivable and Projects. 
• Provided the strategy for delivering the end user training program and managed the overall development and delivery of the Oracle Upgrade end-user training program using a blended approach incorporating both instructor led training and eLearning to support the roll-out. 
• Utilized UPK to implement eLearning development and delivery. 
• Provided UPK training to the client for the development of course materials. 

Technical Environment: Oracle R12 E-Business Suite and UPK 2.7  

03/06 – 07/08:  Principal Consultant, Solbourne, Inc – Boulder, CO

Primarily responsible for leading various projects in the implementation of organizational change for various clients in both public and private sectors.

• Worked closely with the client to develop trusted relationships among key decision-makers within each organization.  Engaged on large scaled ERP implementation projects.
• Provided oversight of teams in the development and implementation of training programs for PeopleSoft HR application and the following Oracle applications: General Ledger, Accounts Payable, Receivables, Fixed Assets, Cash Management, Treasury, Purchasing, i-Procurement, Inventory, Time and Labor, Projects, Human Resources, and Internal Controls Manager.
• Facilitated workshops and focus groups to determine the best strategy for implementing change transformation and effective training solutions.
• Developed and delivered customized train-the-trainer program for the client.
• Provided UPK training to the client for development of course materials.

Prince George County Public School Project: Performed as the education lead for the installation and upgrade of the Oracle (11i) Time and Labor Module for the K-12 School District.

• Worked extensively with the client on the implementation of Oracle Time and Labor (OTL) application module. 
• Provided guidance to the client's training department in the development of training materials for the roll out.
• Utilized an extensive knowledge of adult learning principals to quickly assess the targeted audience and design the OTL training program. 
• Assessed and analyzed the specific characteristics and job tasks for each targeted audience and mapped end users to job roles for delivery of role-based instruction.  The methodology employed enabled rapid learning on the new system. 
• Conducted train-the-trainer sessions to resources identified to deliver end user training. 
• Assisted the development team in running test scripts in the training instance prior to migration into production.

Technical Environment: Oracle R11i  E-Business Suite  

Noble Energy Project: Performed as the education lead for the organization and change service line. Responsible for managing a team charged with the design and development of education deliverables, including education needs assessment, education strategy, curriculum outline and additional supporting education materials for the following Oracle applications: General Ledger, Accounts Payable, Receivables, Fixed Assets, Cash Management, Treasury, Purchasing, I-Procurement, Inventory, Projects, Human Resources, and Internal Controls Manager. 

• Developed and maintained the education project plan and used it as a tool to communicate all aspects of the training and change management program.
• Responsible for the overall scope, timeline, and resources of the project.
• Identified and prioritized outstanding tasks and issues, resolved process issues, managed implementation risks, and developed the deployment strategy.  
• As part of the change leadership program, conducted workshops and train-the-trainer sessions.

Technical Environnent: Oracle R12 eBusiness Suite  

09/03 – 03/06:  Senior Manager, Convergys Corporation – Jacksonville, FL

• Specialized in the development, implementation, and management of training programs while focusing on specific business strategies and company goals.
• Demonstrated solid strategic and tactical experience in applying both Human Performance Improvement (HPI) and Instructional Systems Design (ISD) principles, while showcasing proven leadership and organizational skills.
• Conducted and performed negotiations to bring about a win-win; interfaced with both internal and external clients to make appropriate business decisions in order to define the customer's vision and strategy.
• Had the responsibility of leading global ERP implementations for the training of Human Resource Information Systems, such as PeopleSoft and SAP. Actively monitored and managed customer expectations.

07/02 – 08/03:  Senior Consultant, S2L Consulting – Atlanta, GA

Worked with small businesses on performance development solutions, including management accountabilities and bottom line impact

• Executed front-end analysis using define, measure, analyze; including audience analysis, skill gap analysis and performance objective formulation.
• Facilitated the delivery of performance development services and solutions; including learning events, process and strategic planning sessions.

07/98 – 06/02: Senior Project Manager, Learning Services, IBM Global Services – Atlanta, GA

Managed $12M training budget and directed the team efforts of Project Managers, Education Specialists, Scheduling Coordinators and Training Instructors. Coordinated front-end and gap analysis, defined target audiences/user groups, established training objectives/requirements, developed curricula, validated training and quality control of deliverables.

• As a Certified Senior Project Manager, provided training and mentoring to other Project Managers.
• Conducted classes for employees preparing for the Project Management Institute (PMI) exam.
• Initiated and executed project communication framework and ensured contractual compliance.
• Recruited and selected qualified instructors to deliver comprehensive training programs.
• Planned, scheduled and implemented training rollouts.
• Provided project performance reports to customers regarding project status, quality metrics, schedule and costs.

Education

Master’s Certificate in Project Management, George Washington University, Washington, DC

Master of Education, Educational Leadership, University of West Florida, Pensacola, FL

Bachelor of Arts, Criminal Justice, University of Florida, Gainesville, FL

Certifications

Association for Talent Development Change Management Certificate

IBM Certified Project Management Professional, IBM Global Services

Project Management Professional, Project Management Institute Certification

Strength Deployment Inventory (SDI), Certified Personal Strengths Facilitator

System Experience

Software / Products:    Oracle Financials (AP, AR, PO, GL, FA, Projects), Oracle Manufacturing (Inventory, Cost Management, Order Management, WIP, BOM), Oracle Procurement (Purchasing, iProcurement, iSupplier), PeopleSoft (HCM, Payroll, Time and Labor), SAP (HR and Payroll), iTutor, UPK, Websphere

General Tools:    Microsoft Excel, Microsoft Word, Microsoft Power Point, Microsoft Project, Microsoft Access, Various VPN access tools, Visio, Lotus Notes

Professional Organizations

Speaker:   America’s SAP User Group (ASUG) Annual Conference, May 2012

Member: Oracle Applications Users Group (OAUG)
                America SAP User Group (ASUG)
                Project Management Institute (PMI)
                Association for Talent Development
                   (Formerly known as ASTD – American Society for Training and Development)