TD Bank EETS and CTS, Toronto, ON June 2015 - May 2017
Program Manager/Senior Project Manager
Specific accomplishments included:
Channels Technology Services (CTS) Accomplishments
Initiated, executed and deployed, via Agile methodologies, the first product in a new suite of Digital Discovery (customer facing) tools. The product was integrated with the primary retail systems, deployed nationwide (1100+ branches) and is in use in the Personal Savings & Investments group.
Initiated and brought to charter, an Aeroplan Infinite Privilege credit card refresh project.
Managed QA execution & deployment of a new 3rd party hosted US Credit Card selector tool.
Enterprise Enabling Technology Services (EETS) Accomplishments
Managed the Group’s $45MM annual spend on application currency.
Refined and updated a suite of monthly reports delivered to our CIO’s that identify application currency remediation progress, actual/forecasted spending patterns, and overall currency scores of their portfolios.er faster, more robust enhancements, support tablets, etc.
RBC Wealth/Dominion Securities, Toronto, ON May 2014 – June 2015
Senior Project Manager
Specific accomplishments included:
Accomplishments
Initiation and charter delivery for a project that will replace the Investment Advisor’s Prudential based Wealth Management System with a solution provided by Envestnet.
Working with Capital Markets executives, led the Initiation, project estimation, and initial execution of a project that delivered a Capital Markets US dollar based Equity Linked Note product via Broadridge, FIS and RBC internal systems.
Primary liaison between the bank’s technology/business groups and a vendor that was contracted to create a 5-year architectural roadmap for WebBroker, the outcome of which was to position WebBroker to be able to deliver faster, more robust enhancements, support tablets, etc.
TD Bank, Direct Channels Technology Solutions, Toronto, ON May 2011 – May 2014
Senior Project Manager
Specific Direct/Digital Channels accomplishments during my 3 years at TD include:
Accomplishments
Managed a series of projects on the bank’s WebBroker discount brokerage product from initiation to deployment. Projects had $9 million in total expenditure and were primarily focused on a graphical refresh of primary pages, integration of new web services, interstitial/targeted messaging capabilities, and a hardware infrastructure capacity uplift.
Created initiation and charter estimates for a project to enable US dollar based RSP transactions in the bank’s Mobile/Tablet, WebBroker, and online banking tools, and oversaw project execution.
Primary liaison between the bank’s technology/business groups and a vendor that was contracted to create a 5-year architectural roadmap for WebBroker, the outcome of which was to position WebBroker to be able to deliver faster, more robust enhancements, support tablets, etc.
Completed a rescue on a project to upgrade the bank’s multifaceted authentication toolset.
Managed the charter estimation process for the ATM cheque imaging transformation program and initiated and delivered project initiation and charter level estimates for a targeted marketing program in the ATM channel.
Managed the requirements creation and charter estimation process on a Pega based secure messaging Oracle 11G and WAS 7 upgrade.
Greater Toronto Airport Authority, Toronto, ON March 2010 - March 2011
Senior Project Manager
Recruited to manage several projects while the authority completed an outsource to IBM. Initial contact was for 6 months after which there were 3 extensions. Specific accomplishments included:
Accomplishments
Oversaw the final design and delivery of a strategic upgrade to the GTAA’s financial systems utilizing web services, message broker flows and PL SQL to capture, calculate and load the information required to offer the airlines billing based on services consumed.
Created the project planning processes for and oversaw the execution of the airport’s 2011 initiatives and 3 year strategic roadmap.
Rescued the airport operations master dispatch communications project that was more than a year behind schedule and significantly over budget.
Jones Brown Insurance Brokers and Consultants, Toronto, ON April 2009 - Jan 2010
Risk Management Consultant
Recruited to oversee the firm’s entry into the high technology marketplace.
Accomplishments
Developed the insurance products and marketing materials to support the entry into the high technology risk management marketplace.
Created a pipeline of 300+ potential customers and sold products and services to them via cold calls, industry networking, and needs analysis.
Identified and built relationships with the leading local/international suppliers of insurance capacity.
TRMPG Incorporated, Toronto, ON June 2008 - April 2009
Consultant
Accomplishments
ERP Project Management consulting for www.tgo.ca, overseeing the implementation of Microsoft Dynamics GP within the Hi Tech Manufacturing and Real Estate verticals. Various freelance consulting roles focused on project management, business analysis and process improvement within the property casualty industry.
NCP/Allstate Insurance Canada, Markham, ON June 2006 - June 2008
Senior Program Manager
Initially Recruited to manage the Project Control Office for a program overseeing the customization of claims and policy packages for Allstate Insurance Canada. After five months assumed a leadership role of a team of program/project managers responsible for requirements creation, parameterization and development of the SOA based policy, billing, finance, reports, interface and documentation programs.
Accomplishments
Managed a team of program and project managers and over saw the creation and ongoing maintenance of an integrated project plan.
Oversaw the final phases of the creation and user acceptance of 50 plus design documents ensuring they met business and architectural requirements for the first phase of the program.
Devised and executed a re-organization of the program structure with the primary goal of positioning the organization to be self-sufficient as we moved from the first phase of a SOA web based fully bilingual system to the 14 remaining phases.
Recruited a team of cobol/java developers and business analysts to allow us to undertake maintenance and future enhancements of the system from the vendor, much earlier than planned.
Recognized the need for, designed, and oversaw the creation of a suite of automated testing tools to assist with the rapid deployment of the program.
Participated and or directed the discussions related to the short and long term resource allocation of the program’s 120+ resources.
Revised the program’s requirements documentation templates to contain all the necessary information in one document. Added a requirements traceability matrix and conducted the business analysis for and authored the Umbrella requirements to test the completeness of the new process.
Implemented a program wide collaboration tool (Sharepoint) to manage the documentation and a time tracking tool (Replicon) to assist with the estimation process.
Completed the analysis of and re-stated the program’s past financial expense capitalization and future direction of the same.
Interacted daily with Allstate’s executive team, providing consultation on a wide range of topics including vendor and scope management, quality control, program direction and team building.
Centtric Marketing Systems, Markham, ON April 2005 - June 2006
Director of Project Management
Hired to create a formal project management process within the corporation; oversee planning and execution of projects undertaken by the organization; and build/mentor the Business Analysis team.
Accomplishments
Developed and executed an adaptive project planning approach based on an Agile Development methodology, to deliver a full suite of creditor and direct based life insurance systems for TD Bank, designed to position them for the potential forthcoming bank act changes.
Primary client relationship manager contact for the day-to-day execution of a Domino/Java/DB2 development project with a budget in excess of $5 M, and co-authored the Statement of Work.
Conducted initial round of business analysis for the underwriting module for a creditor based life insurance system.
Oversaw hiring of all staff (business analysts, developers, production support and quality assurance) as the organization executed a significant expansion.
Envision IT, Mississauga, ON August 2004 - March 2005
PROJECT MANAGER (Contract Role)
Oversee all aspects of development projects based on ASP.net/SQL and Server 2000 including contract negotiation, functional design, actual development, testing and implementation, for a Microsoft Gold Partner.
Accomplishments
The implementation of an e-catalogue for a large wholesale organization which included scripted automation with Adobe InDesign, daily products inventory import from a Unix data warehouse, and storage of the final catalogue pages with extended meta data in SharePoint.
Developed a business plan for a SOA web service based address validation tool including a SWOT analysis and competitive marketplace review, and drafted a legal contract for its usage.
Coordinated the firm’s efforts with respect to winning Microsoft Competencies, and Gold Partner re-certification.
Consulted on various projects and co-presented seminars on business score carding and team collaboration.
PROJECT MANAGER (Contract Role)
Spearheaded several projects for Provincial Taxing Authority encompassing sales, property, and fuel taxes as well as land registration with the ultimate goal of delivering enterprise data to the web.
Increased automation resulted in a significant decrease in data entry mistakes resulting in six digit financial savings, and a measurable improvement in customer service.
Accomplishments
Oversaw all aspects of the rewrite of the province’s PowerBuilder based land registration environment replacing it with a web based J2EE/Oracle platform used to register in excess of 20 000 mortgages, conveyances and deeds a year.
Implemented an image repository based on a J2EE-Oracle 9IAS/database platform, currently annually scanning 100 000+ pages of mortgages, conveyances and deeds, all of which are available to be viewed by the general public via a web browser.
Successfully headed the rapid deployment of a province-wide strong matrix based VB6/Oracle Property Assessment/Taxation System which assessed and taxed 108 000 parcels of land and generated annual revenue of $110 M, resulting in a new customer focused and efficient system.
Synchronized thinking skills with strong technical background to develop specifications for the province’s first electronic land survey index mitigating the province’s liability from having only a single paper copy of surveys. Once implemented, the images were available via a web browser.
Provided consulting expertise to the Tax Commissioner on overall strategy spanning customer management, systems integration, and sales tax collection while architecting a CRM based single point of entry to all taxation systems for the general public.
GLOBAL AEROSPACE UNDERWRITING, Toronto May 2000 - Oct.
2002
IT, Marketing & Communications Manager
Positioned the Corporation to be able to take a proactive approach managing
the overall profitability of the book of business in what has traditionally
been a reactive market.
Increased automation resulted in a significant decrease in data entry
mistakes resulting in six digit financial savings, and a measurable
improvement in customer service.
Provided the Corporation with an unparalleled industry
leading risk-profiling tool, via a custom designed Management Information
environment.
Accomplishments
Recruited to manage the complete replacement of a Dbase III system with a custom built Underwriting, Claims Management and Finance environment. Successful completion of this role required conducting vendor research, complete contract negotiations, development of requirements via workflow gap analysis, creation of Visual Basic screen mock-ups, and the development and management of the project plan.
Updated the technology infrastructure to a Microsoft
Advanced Server, XP/2000 Professional, Exchange/SQL 2000 and Great Plains
Dynamics to support the new environment.
ROYAL & SUNALLIANCE January 1990 – May 2000
Systems Manager, H.O. Commercial Division, Toronto Dec. 1999 - May 2000
Managed a staff of fourteen, responsibilities included all aspects of the divisional technology and management information requirements, and the allocation of the resources assigned to complete work on the division’s behalf.
Member of the Senior Management team charged with the development and execution of divisional strategy.
Accomplishments
Architected a web-based simplified Commercial Property Casualty Insurance product.
Project Manager, H.O. Commercial Division, Toronto March 1998 - Nov. 1999
Responsibility extended to cover most aspects of IT development and user testing/deployment, and process re-engineering.
Coordinated the efforts of the multi-function team including Legal, IT, Finance and Human Resources on a potential acquisition with a Mutual Insurance Corporation.
Accomplishments
Devised an innovative approach to Automobile Fleet rating, leading to a HUON implementation several years ahead of schedule.
Altered the direction of the initial release of the HUON development project to where the largest impact, with respect to expenses and customer service, could be achieved.
Commercial Marketing Manager, Central Canada, Ottawa Oct. 1996 – March 1998
Managed a team of five geographically dispersed marketing representatives and twelve commercial property casualty and automobile underwriters.
Accomplishments
Developed the management information processes and marketing programs required for develop commercial property casualty business.
Managed the transition of the regional portfolio of small commercial business to a centralized call centre facility.
Marketing Representative, Calgary Dec. 1994 – Oct. 1996
Requested and was granted a two year secondment to the Western Canada office. Completed a customized Commercial Property Casualty Underwriting program.
Accomplishments
Re-introduced marketing presence in Southern Alberta and British Columbia. Developed approach to manage profitability and growth of small commercial business.
Copernicus Strategic Initiative, Toronto May 1994 – Dec. 1994
Completed a six-month secondment focused in the impacts of empowering a traditional white-collar workforce and creating the groundwork for a new culture.
Asst. Manager, LAN & Mainframe Security Groups, Toronto Jan. 1990 – May 1994
Overall responsibility for the 1000 plus desktop computers and corporate security.
TRIATHALON LEASING, Office Automation Analyst June 1988–Dec.1989
Responsible for desktop support, Novell LAN Admin and AS 400 security.
MIDLAND BANK CANADA, Office Automation Analyst March 1986-June 1988
Responsible for desktop support and AS/400 RPG III/Cobol and Dbase III systems.
THE ANSWER COMPUTER CENTRE, Service Manager June 1984-June 1986
Co-coordinated the day-to-day service activities of an IBM and Compaq reseller.
BATTERIES INCLUDED, Service Manager Sept. 1982-June 1984
Service Manager and a manufacturer's representative for a Commodore reseller.