Ileen Uhle Uliano

Ileen Uhle Uliano

Project Management Work Summary - Transfer Tracking

Tracking the transfers of IRA's, ERA, Retirement Plans, mutual funds, annuities, and publicly traded securities and the monies.  We were given this already ongoing project because the outside consultants that were originally contracted were exceeding the contractual time requirements and our internal clients did not want to continue using them.  The consultants had just "completed coding".

I treated this as a new project with the preliminary scope stating that our objective was to go through what was already coded and see what need to be changed to fit the specifications. 

As a group we reviewed the applications and created a statement of work.  From there we did the usual by creating an activity list, network diagram, resource requirement (which always includes role and responsibilities), schedule and budget plan, communication plan and risk identification document.  Along with the developers and QC the detailed design and testing requirements were created and managed.  We had weekly status meetings and I weekly monitored and reported schedule and budget.  The outcome was we completed the project within time and budget.




* Expertise in leading technology development efforts using Agile, RAD, and Microsoft Solutions Framework Methodologies in .Net, midrange, and client/server environment. Skilled user of MS Project.

* Project management experience encompasses development of sophisticated

software tools automated fund distribution, high-volume transactional

applications, security protocols controlling real-time account access to

authorized parties, as well as implementation of quality control applications.

* Versed in assessing, assigning, and optimizing project resources, leading and inspiring cross-functional project team members to peak productivity through clear goals and well-developed project documentation.

* Adept management of schedules and budgets, anticipating and avoiding

bottlenecks, flexibly changing gears in demanding environments with rapidly changing priorities.

* Highly analytical and methodical, anticipating and mitigating project risks and dependencies, identifying and resolving gaps in functionality, processes, and requirements documentation.

* Collaborative team-building approach, eliciting stakeholder contribution, facilitating consensus, communicating project status, and resolving conflict among diverse, geographically distributed teams. Articulate, accurate written and verbal communication skills.

* Recognized as a focused, tenacious, and constructive problem-solver,

proactively resolving scheduling and resource issues.

* Experienced in Local Government (13 years), researched, designed, analyzed, developed, and managed city IT applications.

* Practices in Technical writing provided concise summaries of activities and explanations of complex technical documentation collaborating with multifunction technical services for analysis, detailed requirements, training, and procurement.


My Leadership Philosophy

My leadership philosophy is based on my academic, professional, and personal experience. It is same in project management as it is in life; trust and respect all team members, being ethical, openly communicate, be flexible and open-minded, appreciate others, be passionate, learn from my mistakes, take responsibility, and have fun.

My key emphasis is communication.Keeping the line open for all to discuss.

Project Management Work Summary - Fee and Billing

A quarterly invoicing system for Internal and external clients - encompassing account information, multiple fee schedules, fee types and linked accounts.

After the preliminary scope, we started working with our internal clients to thrash out the statement of work and requirements analysis. The first problem is there were many exceptions given to brokers in terms of discounts so our business analysis and myself spent many hours interviewing end users to create a matrix and a high level design. At that point, I created a resource allocation to request all of the necessary resource (data base designer, developers, testers).

As a group, and with me facilitating, we got together and created a work breakdown structure. From there, an activity list, network diagram, schedule (including critical path), risks, and procurements documents were created.

The major problem with the Fee and Billing project was we did not have our own testing box.  So at every quarter we had to run our invoices against live data and wait for our clients and quality control to check the accuracy of the invoices; inevitably there would be more exceptions found.  In the mean time, while waiting for the testing to be done I would lose my development resources.  I ended up treating every quarter like a new project with an new work breakdown structure and detail design etc.  From my development background, I was able to structure the detail design by functions in such a way that the learning curve was minimized.

Work History

Work History
Nov 2010 - Present


Investors Realty LLC

* Directed and managed the development of their Property Management system.

* Managed the evaluation, selection, and implementation of an online payment software system.

* Coordinated the efforts of third-party contractors in order to deliver projects according to plan.

Jan 2010 - Mar 2010

Project Management Consultant


* Facilitated efforts in implementation of an Alternative Investments Remediation area.

* Wrote status documents for distribution outside the company.

* Expedited logistics operations amongst employees to enhance efficiency of product delivery.

Jan 2007 - Jan 2010

Project Consultant


* Manage evaluation, selection, and implementation of a commercial back office software system (PropertyWare), integrating with existing business systems. * Assisted in the design and implementation of an affiliated web-based real estate academy. * Formulated web marketing tactics driving significant increases in web site traffic

Jan 2005 - Jan 2007

Project Manager/Lead Developer

Fiserv ISS
* Promoted to lead an eight-member team of I.T. and business professionals leading to the successful development of a new software product, automating fund transfer among financial institutions. System improved speed and accuracy of transactions, reducing trade execution windows from days to minutes while improving accuracy 90%, significantly approving key account retention. * Recognized for achieving all project milestones against the challenge of shifting priorities.
Jan 2003 - Jan 2005

Project Manager, Software Development | Software Engineer

Fiserv ISS
Project Manager, Software Development | Software Engineer (2001- 2005) * Managed a team of 3-9, including consultants and internal development resources in next-generation development of an automated fund distribution system, converting from an AS/400-based application to client/server, ASP/HTML, and .Net platforms. Leveraged Microsoft Solutions Framework methodology throughout the SDLC. * Oversaw on-target implementation of all design specifications. Coordinated project meetings and activities with the business unit and development staff. Prepared technical documentation. * Ensured compliance of systems with federal regulations by analyzing functionality and identifying solutions to design flaws. Integrated the Automated Distribution software package into our existing system and transitioned it to our in-house development team.
Jan 1997 - Jan 2003

Project Leader/Client Server Developer

First Trust Corp
Project Lead | Client / Server Developer (1998 - 2001) * Led design and development of a Fee and Billing invoice system to deliver timely, accurate invoices for the internal and external client base with account information and encompassed fee schedules, fee types and linked accounts. * Performed project planning, resource estimating, prioritizing, team supervision and daily status meetings with stakeholders and team members. * Leveraged RAD and Solutions Framework software development methodologies * Streamlined parallel testing, unit testing, and QC analysis of roduct. * Produced user requirements, specifications, scenarios, flowcharts, and prototypes including the design of user interfaces. Avoided project costs and ensured timeliness by defining project scope and deliverables, creating project plans, and calculating time estimates.
May 1994 - Jan 1997

Project Leader/Software Developer

First Trust Corp
Project Lead | Software Developer (1994 - 1998) * Resolved several integration issues and performed targeted fixes to key departments at First Trust by providing accurate estimation for various unexpected projects and problems.




Mountain States Employers Council
Coaching Skills for Managers and Supervisors, Developing Interpersonal Communication kills, Interviewing for Success I: A Structure Approach, Legal Issues in Managing Employees, Leadership Practices Inventory, Leadership through Influence, Management Excellence: It Begins With You, Performance Management Skills, Leading Teams, Group Facilitation Skills.


Microsoft Corp.,
Microsoft Solutions Framework Certification, MSF 2000; Project Management discipline as it relates to IT.
2009 - Present

Certified Scrum Master

Agile University
2007 - 2008


New Horizons
Classes include: Project Management Professional, IT Scope and Requirement Management, Project Schedule and Cost Control, Project Risk Management, Project Quality Management
1986 - 1990


Tulane University
1979 - 1982




Deborah Delzell

I have had the pleasure of working with Ileen to establish the Caffeinated Career Club South meeting -- a supportive, positive job seeker group. Ileen stepped up to lead our workshop series, which included recruiting speakers and scheduling speakers as well as ensuring they have what they need. Through this venture, I've seen Ileen use many of the skills that I believe are keys to an effective ScrumMaster or PM. Ileen is organized, thoughtful in her approach to addressing issues or concerns, works well with a variety of individuals, supportive and dependable. The CCC South meeting would not be a reality without Ileen's help. Ileen is a leader, and will be a great addition to the next team that is wise enough to hire her!

Greg Bakke

“Ileen is a very talented and conscientious technical worker. She is extremely adept at performing systems analysis on complex technology projects. She also has worked effectively leading project teams through all phases of software development projects. Ileen has impeccable integrity and is a highly trustworthy employee. She is a valued member of any technology team.”

Bill Longaker

“It is with confidence and sincerity that I recommend to you Ileen Uhle Uliano as a former team member and employee of mine. While employed together at Fiserv I had the opportunity to work with her for ten years. When we began working together she was a fellow developer and later she joined my team as a lead developer. We worked on many of our organizations first Internet based applications and together we changed much of how our customers received and reviewed their investment statements from that point forward. While at Fiserv Ileen fulfilled many positions over her tenure but it was her skill as a developer and project leader that stood out. As a lead on my team she had a keen insight as to what state a project was in and where the project needed to go to progress. Her development talents combined with this creative insight made her contributions to the team very valuable. Ileen is very organized and highly creative and likes applying these talents to anything she is challenged with. She strives to establish project and team goals and works diligently to achieve them. Ileen's accountability and integrity are her strongest assets. She is an outstanding team player and demonstrates solid personal and professional ethics! She is confident and capable of anything she puts her mind to! I could continue with many more accounts of her accomplishments but will instead finish by saying I feel she would be a tremendous asset to any organization.”

Kim Knuth

“Ileen is professional, detail oriented, self-motivated, and self-directed. She interacts well with all coworkers and provides innovative solutions to difficult challenges. She owns issues and drives them to completion. Ileen is a true pleasure to work with”

Les Kaplan

“Ileen and I worked together for almost 6 years. Ileen is highly driven and a conscientious individual. She is always in 5th gear moving forward. Her pears respect her and enjoy her contribution to any project. I would highly recommend Ileen.”