Project Management Professional with 25+ years of experience across diverse industries
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Experienced in client-facing roles, detail-oriented with strong analytical analysis leading large complex software implementation projects that enhance cross-functional collaboration. Customer-focused and skilled at multitasking to meet tight deadlines. Managed multiple support tickets efficiently while adhering to SLAs.
PMI Project Online course instructor that enjoys sharing his knowledge. Facilitating AI LinkedIn Learn roadmap courses for Project Portfolio team members. 10 years' experience implementing MS Project Online and MS Dynamics 365 ERP, CRM, Sales, Customer Service, Field Service and Project Operations including Finance & Operations.
SaaS and ITIL expertise to Financial, Configuration, Accounting, Performance and Cybersecurity applications & policies in diverse Business domains. Aligning cross-portfolio teams, managing competing priorities and ensuring seamless delivery of a variety of enterprise-wide technical and business projects. Leading large software transformation and IT infrastructure projects, guiding the design, development, vendor selection, procurement and implementation of strategic business solutions, emphasizing the integration of people, processes and technology.
Project Manager, Project & Portfolio Management, Office of the CIO - University of the Fraser Valley - Hybrid
(2024-03 - 2025-12)
Led the vendor selection, contract negotiation and performance evaluation for the university's LMS (Learning Management System) replacement project, ensuring compliance with contractual obligations and mitigating risks, resulting in a successful Student Information System (Banner/API) integration. All faculties, students and instructors were impacted. Managed the system configuration, faculty and student training activities and support provided by the LMS admins IT Services (ITS) and Teaching & Learning Center (TLC) teams.
Lead the design, implementation and training of the university's Non-Credit Lifelong Learning Extended Education project (Planning Phase). These large scale projects (2 biggest projects of the Office of the Chief Information Officer), involves managing the vendor companies SoW, legal requirements and contractual deliverables. Managed HECVAT and SOC Compliance.
Vendor Companies: D2L (LMS) and Modern Campus (NCORP / Destiny One). Cross-functional Business Units: Procurement, HR, Marketing, Office of the Registrar, Continuing Education, Trades and Industry Services, including all 7 Academic faculties.
Senior Project Portfolio Management Consultant - Advisicon - Remote
(2022-01 - 2023-11)
Reviewed and evaluated clients PMO governance and compliance to all stages of the program and project delivery lifecycle best practices. Led the implementation, training and support of the Microsoft Dynamics 365 ERP Ecosystem: CRM, Customer Service Hub, Field Service Project Operations, Business Central and Finance & Operations. Managed the QuickBooks integration and GoToAssist data migration to Dynamics 365.
Worked on the Diagnostics, Analysis and Recommendation process landing engagements for PPM consulting. Implementing or migrating from on premise Project Server to Online or migrating to the Microsoft Dynamics 365 ERP Ecosystem. Delivered several Project Online Administrator courses eligible for PMI PDUs.
Train the Trainer.
Client examples: Oregon Department of Transportation, University of Oregon, City of Oregon.
Senior Project Portfolio Manager - The Digital Task - Remote
(2017-02 - 2021-12)
Led a variety of projects implementing Microsoft Project Online solutions. Developed OData Power BI reports, end user stories and delivered end user training. Proven ability to analyze user requirements, created specifications, developed Test Cases in Azure DevOps.
Sprint demonstrations to clients, including Microsoft Dynamics CRM and 365 Accelerator implementations and integrations over Microsoft's diverse digital ecosystem. Led the integration between JDEdwards and Project Online using Power Automate Flow. Tracked customer requirements mapped to Processes, Features and System Capabilities.
Client examples: Alberta Blue Cross, Alberta Pensions, BC Assessment, BC Ferries, BC Pensions, Government of Alberta, Government of Prince Edward Island, Island Health (VIHA), Royal Canadian Mint, University of Guelph, York University, Royal Bank of Canada, Husky Energy, CP Railway, Manitoba Public Insurance.
Professional Services Project Manager - i-Open Technologies - On site
(2016-02 - 2017-01)
Responsible for the beginning-to-end project management of a variety of ERP and mobile application software application development projects. Led Dynamics 365 CRM configuration and ESRI's ArcGIS for Server web mapping and GIS/Geospatial data management implementation projects for several Municipalities. Tracked project progress (scheduling, budgets, timelines, accounting) and reported progress on project deliverables to Executive Management.
Conducted client needs analysis, defined the business rules for the software design and managed an Agile Software Development Life Cycle. Converted project scope into individual tasks and provided accurate time estimates for developers on Service Requests (Work Breakdown Structures) using Jira. Coordinated task assignments and timelines with software development staff and clients as related to service engagements on client/server and mobile phone applications.
Led SQL database integration with Cityworks, Dayforce and Tempest financial systems. Facilitated daily scrum meetings as scrum master, sprint planning, delivered software training and provided guidance to software developers as Technical Lead. Tested software in relation to clients' techn
Project Portfolio Manager - Western Principles - Remote
(2013-12 - 2015-09)
Compiled Business Functional Impact assessments, Fit/Gap Analysis and tracked change management strategies.
Business process definition and Business requirements analysis. Prepared project Statement of Work, response to Request for Proposals and wrote communication plans.
Indicator (KPI) Excel services reports and performed Power BI analyses, to develop budgets, forecast financials, track KPIs and ensure compliance with funding and reporting requirements. Delivered client presentations, Microsoft product demonstrations, provided post implementation support and tracked issue resolution.
Client examples: Langara College, Prospera Credit Union, Coast Capital Savings Credit Union.
Business Project Manager - HSBC BANK CANADA - On site
(2010-04 - 2013-11)
Provided support to the Senior Manager PMO with respect to establishing, managing and maintaining a project management office for HSBC Finance in Canada. Performed business requirement gathering from all financial divisions. Responsible for ERP applications and financial systems integration, testing and maintenance.
Ensured the annual project portfolio met the banking regulatory requirements and project alignment to business strategies. Managed and maintained the global reporting function of the Finance Transformation Platform project within Canada throughout various change management processes. Led the Hyperion database integration testing of the Finance Transformation Platform.
Coordinated business analyses and technical test efforts of the Finance Transformation Platform, Network Attached Storage, Group Service Requests, SharePoint and Windows7 upgrade projects to ensure proper communication and collaboration existed among multiple business units.
Enterprise Resource Planning (ERP) Project Assistant - City of Burnaby - On site
(2010-01 - 2010-03)
Provided support to the 50-person ERP Project Management and SAP Development Teams. Prepared minutes for the City Mayor and Executive Steering Committee, ERP Working Committee, Functional and weekly Project team meetings. Tracked daily SAP transports and assisted the QA/Change Control Manager managing change orders.
Wireless Product Manager - PLC Electronic Solutions LTD.
(2008-04 - 2009-09)
Improved production processes by implementing organizational methods and procedures for parts orders, product assembly, supply chain and stock inventory on wireless camera control and PLC systems.
PMO Project Coordinator - Sun Microsystems Canada Inc.
(2008-06 - 2008-12)
Contributed to the success of the Provincial Lab Information System (PLIS) Project.
