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Work experience


Project Manager

eDocument Resources

Project Manager for an Electronic Document Management System/Workflow reseller. Projects utilized Hyland OnBase EDMS/Workflow, Northwoods Compass Forms/Capture, and Kofax technologies.

  • Managed projects with up to 25 team members for each project, 9 – 18 month timelines, and budgets totaling $4,600,000.
  • Created corporate project management methodology based on the Project Management Institute’s (PMI) Project Management Body of Knowledge (PMBOK) standards.
  • Used Waterfall software development model for small projects and custom iterative model for large projects.  Regularly used prototyping for most complex portions of the development. Project management phases included project initiation, project planning, project management execution, monitoring and controlling, and project closure. Software development phases included discover, define, design, develop, test, train, deploy, and support. 
  • Managed portfolios of electronic document management, workflow, and forms projects across various industries including healthcare, insurance, and government.
  • Benefits to clients included improved efficiency, processing time, communication, collaboration, quality, training, compliance, auditing, and security.The resultant standardized business process significantly improved the ability to manage the business process, train new employees, and manage employees.
  • Started Project Management Office (PMO) and developed project management methodology.
  • Managed rollout of Microsoft Project Server 2007and was Project Server administrator.Customized document library and issues log in Project SharePoint site template.Worked with vendor to create Project Server billing report and scorecard report with unlimited billing rates.
  • Created project plan templates and task activity plan checklists.
  • Tracked and managed entire portfolio of projects.

Made the following improvements to the project management process groups:

  • Initiating Process – defined and documented scope, project risks, assumptions, constraints, and project charter/statement of work.
    • Streamlined business process by creating document templates for project initiation.
  • Planning Process – documented requirements, identified project team, defined roles and responsibilities, created work breakdown structure (project plan), and conducted project kickoff meetings. Created communication, financial, procurement, installation, implementation, training, quality, and control plans.
    • Streamlined business process by creating document templates for planning process. Built Project Server project plan templates to create efficiencies for creation of project plan, time estimation for tasks, and assigning tasks to resources. Created activity checklists for tasks to structure business process across the enterprise. Created Project Server SharePoint library for each project so team members could share project documents.Installed Microsoft Groove to sync copies of SharePoint document library files to team member notebook computers to be used at client sites if internet access was not available.Project Server made it possible to forecast resource usage to assist in determining hiring needs.
  • Executing Process – managed execution of project resource procurement/allocation, tasks, and approved changes.Executed communication, financial, procurement, installation, implementation, training, and quality plans.
    • Set up Project Server to help manage forecasting of resources, timesheets, and billing. Project team members logged hours against project tasks for billing and monitoring purposes.
  • Monitoring and Controlling Process – created and updated status reports, scorecard reports, budget reports, issues logs, and change orders.Monitored risks and implemented risk mitigation strategies where appropriate.
    • Set up Project Server to monitor changes to project baseline (Gantt tracking charts) and view current usage of resources.  Built custom Project Server SharePoint site template where project team logged issues and alerts were automatically sent to other teammembers for high priority issues.
  • Closing Process – created and distributed final project reports.Obtained final acceptance for the project.Archived project documentation in Project Server SharePoint library.Identified, documented, and communicated lessons learned.
    • Made appropriate changes to project management process based on lessons learned.

Director of Information Technology

Director of Information Technology and member of the Management Committee for a financial planning firm.Supervised Information Technology employees and managed policies, procedures, budgets, and projects.

Portfolio Management and Database Development

  • Project Manger, Technical Lead, and Systems Analyst for portfolio management software and client statement program. Project members included IT, Operations, Sales, Portfolio Management, Marketing, and Finance managers, as well as staff. Led project team through Business Process Modeling, Process Improvement, software selection, budgeting, Quality Control, and statement design.
  • Managed design and development of quality control, fee generation, statement, and billing databases, which were Access and SQL Server databases that integrated with portfolio management database.
  • Reduced consolidated statement generation costs by 80% due to efficiencies from creating above databases. Eliminated 7 positions, saving $390,000 per year, while at the same time the number of accounts in the program and revenue tripled. Quality control audit programs reduced errors by 95%.Achieved additional savings of $150,000 per year by moving portfolio management database in-house.

Electronic Document Management

  • Managed Electronic Document Management Steering Committee and acted as Project Manager, Technical Lead, and Systems Analyst for electronic document management project.
  • Gathered business requirements and created business process models to incorporate into DM system.
  • Worked with departments to create document types, forms, workflow, retention schedules, security, migration strategy, and test rollout.
  • Managed installation of Hummingbird Docs document management software.

Customer Relationship Management

  • Project Manager for CRM project.Selected, installed, and managed CRM database to track customers through sales cycle and implement marketing campaigns.Worked with project team to map business processes and customer sales cycle.Designed reporting tools for sales teams to track customers.
  • Designed marketing campaign database which integrated into CRM database, including email campaigns. Developed and supervised employee training program for CRM software.

WAN, Network, and Desktop Management

  • IT Lead and System Analyst - designed, installed, and managed network.
  • Supervised and trained IT helpdesk employees and network administrators, who took on the day to day maintenance of network, servers and workstations.
  • Managed and installed 8 servers with Windows Server 2003.
  • Managed, and installed, and supported Terminal Server and Citrix Metaframe Server on a WAN with Cisco routers and Cisco Pix firewalls.
  • Systems Management Server – Installed SMS and Managed 110 desktops at 6 locations across a WAN in a mixed operating system environment including Windows XP, 2000, and 98.
  • Designed and deployed security plan including user security, virus protection, Internet VPN, and firewalls.

Project Manager for Corporate Headquarters and 12 other office openings or relocations

  • Managed Move Committee where employees from 3 locations were moved to new headquarters.
  • Managed and designed server room, telecommunications, DS3 fiber, telephone / data / electrical wiring, fire suppression, HVAC, security system, and facilities build-out.
  • Company project manager for construction contractors.

Information Systems Manager

Information Systems Manager for a manufacturer of live-scan electronic fingerprinting systems.Managed IS systems, policies, procedures, and budgets.Member of Process Improvement Group, which focused on documenting and improving company processes, especially interdepartmental processes.

  • Created IS strategy and managed IS Steering Committee.
  • Installed, administered, and supported new accounting, inventory system, and helpdesk software.
  • Installed and administrated Novell Netware, Microsoft Windows, and SCO UnixWare servers and Windows and UNIX workstations. Installed and supported Oracle SQL Server.


Technical Background
Developed broad technical knowledge base over 22 year period including OnBase Electronic Document Management System/workflow, Project Server, SQL Server, Access, Windows Server, Systems Management Server, Terminal Services, Citrix Metaframe, Cisco Routers, and Telephony.
Project Management
Very knowledgeable about software commonly used for projects including Microsoft Project Server, Project Professional, Word, Excel, Visio, and PowerPoint. Strong financial background and years of experience with creating and managing budgets. Exceptional documentation skills for system analysis, system design, process modeling, and business analysis. Extensive experience in documenting and improving business processes in a variety of industries. Excel at team building, leadership, and strategic management in a collaborative environment.





Sample Documents

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Information Technology project management professional with 22 years experience in IT projects at all levels including Project Manager, IT Director, Consultant, Systems Analyst, Technology Lead, Database Developer, and Network Administrator.Team oriented leader who synthesizes facts, concepts, strategies, and technologies to build realistic plans and budgets that successfully produce deliverables that meet the company’s key objectives.  Member of the Project Management Institute (PMI).

Technical Courses

  • Microsoft Project Server 2007 Course.Milestone Consulting.Eagan, MN, 2007
  • OnBase Administrator and OnBase Workflow Admin Classes.Hyland, Inc. Cleveland, Ohio, 2004
  • Microsoft and Citrix Courses including MS Systems Management Server, MS SQL Server, and Citrix Metaframe XP courses at Benchmark Learning, Bloomington, Minnesota, 2000 - 2002
  • Oracle SQL Training for system modeling, design, security, views, queries, and SQL programming. Oracle Education, Bloomington, Minnesota, 1994

Project Documents

The sample project documents and templates provided below will help show the project methodology I use when managing projects.  It is based on a combination of the Project Management Body of Knowledge (PMBOK), from the Project Management Institute (PMI), and the Waterfall software development model.