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Neeraj Sharma
neerajs13@gmail.com
408-205-7016
San Francisco CA 94114
EXPERTISE
• Skilled at leading large programs and global teams to higher levels of delivery. Proficient in stakeholder
management, IT Governance, portfolio management, Program/Project integration, Supply chain management,
Process management – creation, execution, training and adoption.
• Lead multiple projects with cross-functional technical and business global teams including but not limited to SMEs,
BAs, Architects, Communication specialists and project controllers.
• Proficient in Portfolio management, Dashboard maintenance, Metric reporting and tracking, Quality Control, IT
PMO governance life cycle, RFP, RFI business process reengineering, reporting, change management - creation,
execution, training and adoption.
• Experienced in multiple industry disciplines specifically financial, banking, Bond trading, Utilities, energy,
healthcare, Judicial- Legal, e-commerce and technology products.
• Managed complex vendor dependent projects with extended teams of more than 70 team members, adept at
resource allocation and management, compliance, vendor selection, agreements, contracts and client
management, communications, and business process consulting.
• Implemented effective process changes, identify and minimize risk, Processes for financial tracking and assessing
Business readiness.
• Delivered successful PMO management activities including roadmap & pipeline development, Product lifecycle
management, budgeting and forecasting, global team building, QA planning and implementation, client
relationship, shared services, process design, development and implementation-many portfolios have been
international in a global matrix environment with the largest budget exceeding $10 million.
• Managed high proficiency reporting and an expert with Project and Portfolio Management Center (PPMC) products
by HP , Sharepoint, MS Project, SAP financials, SRM, Remedy, Clarity, ServiceNow, Microsoft Office Suite, ,
Google Docs and other PC applications.
• Recognized for strategic thinking, ownership, technical expertise, implementation abilities, and innovation with a
roll up the sleeves attitude if needed while handling tough assignments and providing quality results.
• Open to extensive domestic and international travel.
EDUCATION AND CERTIFICATIONS
Bachelor of Science in Engineering, Electronics, Bhim Rao Ambedkar University, Aurangabad, India
Post Graduate Diploma in Computer Applications, CMC Ltd., New Delhi, India
EXPERIENCE AND SKILLS
MS Project, MS Visio, SharePoint, Windows XP/NT, MS Office Suite, PowerPoint, Excel, EKTRON, Remedy,
ServiceNow, Clarity-NIKU, PPMC Portfolio Management tool (HP), SAP financials, SAP-BPC ( Business planning and
consolidation) forecasting, SRM, SDLC,ITIL v3, Microsoft Operations Framework, Agile, Scrum, Waterfall.ASP.NET,
C#, VB.NET, MS Access, SQL Server, Oracle. HIPAA-Sarbanes Oxley (SOX)
PROJECT MANAGER
PG&E, San Francisco CA
Dec 2013 – Present (Contract)
• Responsible for leading IT governance for portfolios with ~180 projects for PG&E providing SCADA (System
Control and Data Analysis) automated solutions to remotely control energy distribution and transmission
regulated under CPUC.
• Managed portfolio economics and financial planning – Balance sheets, P&L calculation and reporting,
Capex fund planning and tracking, resource management, project planning, risk analysis, Metrics
management and reporting, Quality Control, implementation and closure in alliance with the teams, vendors
Shared Services and PMO teams.
• Managed all phases of the governance lifecycle from initial analysis to closure. Created and managed WBS,
Staffing Profile, Status reporting, Financial forecasting (Monthly, quarterly and yearly), financial
reports, vendor selection and contracts, invoicing, materials order and procurement, material and service
supply chain management. Responsible for project management services through the PPMC tool by HP to
complete the portfolio on time, within scope and on budget. Managed project finances through SAP
financials, Materials and Vendor management through SRM.
• Ensured that effective communication is in place between senior management, multiple stakeholders, vendors,
internal teams, clients with varying priorities and considerable ambiguity. Provided measurable performance
metrics to monitor progress. Validated that PG&E standards and government regulations are met for each
project, program, and/or portfolio.
• Selected vendors based on bids and proposals. Managed RFPs, Control Work Authorizations, Purchase
orders and materials management with procurement specialists.
• Total Managed Portfolio Budget: Up to $10M
• Team Size: 6 -20 project team members
• IT Governance and Lifecycle Management :
o Coordinated portfolio to minimize impact of change related incidents to the business.
o Ensured that the portfolio is prioritized as per maximum benefit business goals in accordance with
resource and budget availability.
o Ensured synchronization and synergy between IT governance and corporate governance processes
by defining decision rights and accountability framework.
o Established strategies, organizational structure and services provided by IT governance function.
o Ensured IT operations within governance-mandated requirements.
o Played a leadership role in developing, implementation and monitoring of standards and procedures
for organizational and functional areas.
o Lead portfolio meetings focused on deliverables, previous year’s portfolio results and analysis and
planning for future year prioritization.
o Gained thorough knowledge of PG&E as well as CPUC regulatory policies, practices and systems.
Applied PG&E project delivery life cycle, methodology phases/ processes, principles, concepts,
practices, and standards to all projects.
• Integration Management :
o (Charter, Scope, Project Management Plan, Direct and Manage Project Execution, Control Work and
Changes, Close Out)
o Contributed to the business plan and Client stakeholder portfolio objectives.
o Developed and executed the project plans and integrated into the portfolio
o Accountable for the success criteria, development, publication and updating of deliverables
o Managed close-out activities
o Provided post-implementation lessons learned, benefit analysis and customer satisfaction review
• Scope Management:
o (Scope planning, definition, WBS, scope verification, scope control)
o Balanced schedule, scope and budget, renegotiated with sponsor as needed.
o Worked with both business and technical teams comprising of SMEs, BAs, design teams and client
teams to finalize scope and requirements including stakeholder sign off and validation.
o Applied change management process on projects, especially the long term ones with ambiguous
conflicting drivers and/or potential for scope change.
• Time Management :
o (Detailed activity and resource planning, on time control)
o Responsible for accurate time reporting and financials for all resources (Materials, labor and contracts)
related to the portfolio.
o Managed the tracking of interdependencies within scope of responsibilities
o Responsible for measuring “on time” reporting for assigned scope.
• Cost Management :
o (Detailed activity and resource costing, on budget control, develop and manage forecasts)
o Completed the business case and forecasted financials.
o Negotiated agreement on schedule and budgets.
o Responsible for measuring “on budget” reporting for assigned scope.
o Responsible for monitoring cost reports and planning ahead for financial contingencies.
• Supply Chain management:
o Managed data to keep accurate product, contract, pricing and invoicing information.
o Negotiated contracts to reduce costs and achieve maximum efficiency.
o Provided accurate routing information to ensure that material delivery times and locations are
coordinated.
o Provided cost comparisons to management by calculating total supply chain costs in relation to
proposed new projects.
• Quality Management :
o (quality plan, perform quality assurance and control)
o Responsible for taking corrective action for known defects with support from quality assurance.
o Ensured quality criteria are met before Project is made operative.
• Human Resource Management :
o (HR Planning, Acquire, Develop, Manage Team)
o Managed the overall resource capacity (supply) and scheduled work (demand) through creation and
management of staffing profile. This included resource forecasting and impact assessment.
o Determined resource requirements and procured resources through support from resource managers.
o Assigned work, sets priorities, tracked completion of tasks and reviewed deliverables
o Provided project management mentoring for team members
o Participated in overseeing the transition of project team members to new projects.
• Communications Management/ reporting :
o (Communications Planning, Information Distribution, Performance Reporting, Stakeholder
Management).
o Provided financial reports (SAP cost reports), financial forecasting reports, Status reports. Made
presentations to senior management and stakeholders.
o Tracked and reported on project and deliverable status and managed variances
o Developed and managed issue escalation and the resolution process
o Prepared and made appropriate presentations, chaired status report meetings, Developed and
executed communications, including identifying stakeholders, appropriate communication channels,
and key messages for their portion of the project.
• Risk Management :
o (Risk planning, identification, analysis, response, and control)
o Facilitated risk management planning, identification planning and control for projects commensurate
with these portfolios.
• Procurement Management:
o (Plan purchases and acquisitions, select sellers, contract administration, contract closure)
o Helped evaluate business cases for vendor requirements, tracked materials ordered, evaluated and
awarded contracts, Validated SLAs, MSAs and SOWs.
o Selected vendors, reviewed RFPs, awarded contracts, purchase orders to vendors and tracked vendor
deliverables against verifiable SLA based metrics.
o Maintained vendor relationships to ensure contract commitments are met.
PORTFOLIO MANAGER
Intelliswift Software Inc., Fremont, CA
April 2012 – Sep 2013 (Contract)
• Managed client facing portfolios delivering web based SaaS solutions-team size included on/off shore
teams with 80-100 members.
• Owned complete PMO planning and operation, program financial disbursement and tracking, program
roadmap, resource planning, development, Quality Control and release management in alliance with
the Chief of Staff, Global Corporate Office, Shared Services and PMO teams. Maintained the overall
integrity and coherence of the portfolio. Developed and maintained the portfolio environment to support each
individual program and project within it.
• Implemented change management effort for creating, assessing, approving and implementing changes,
reengineering business processes for change management impact.
• Strategized and introduced the process for automated project intake request for all projects to govern
resource allocations, estimation, funding and pipeline segmentation for the entire enterprise
application group. Implemented the learning management system including training for all business units
using the new process.
• Owned financial forecasting, budgeting and expenditure reporting for projects heavily dependent on
contractor deliverables. Managed tracking, WBS, reporting, Product road mapping, planning, release
management and analytics. Monitored the expenditures and costs against delivered and realized benefits as
the program progresses.
• Provided complete leadership to cross-functional teams of managers, business analysts, offshore teams and
vendors. Planned and proactively monitored the program‘s overall progress, resolving issues and initiating
corrective action as appropriate. Ensured that the delivery of new products or services from the projects is to
the appropriate levels of quality, on time and within budget, in accordance with the Strategic Planning and
Architecture program plan and program governance compliance standards.
• Organized, developed and implemented the change management strategy including documenting change
management processes and training manuals.
• Collaborated with stakeholders and direct reports from other departments e.g. development, finance
and compliance for managing business readiness assessment including setting criteria for the same.
Developed processes for risk identification and mitigation.
• Managed third party contributions to the program and ensured that there is efficient allocation of common
resources and skills within the project portfolio. Oversaw program/project change requests.
• Chaired the change advisory board and governance board. Reported progress of the program at regular
intervals to stakeholders and upper management. Reengineered and implemented business process for
stakeholder acceptance and adoption.
PROGRAM MANAGER
US Bank, San Francisco, CA
April 2011 – Jan 2012 (Contract)
• Managed complete portfolio along with social media networking and communication planning of the
B2C and B2B focused retail online and Mobile Ecommerce banking platform. Also managed Money
movement and electronic bill payment enterprise level channel marketing products for bank wide Internet and
mobile channel. Owned and executed the entire portfolio and aligning it with the extended program
roadmap. Managed financial planning and reporting, pipeline development, monitoring and reporting
on program progress.
• Managed implementation of enterprise wide automated bill payment programs, Commercial marketing
products including but not limited to P2P ( ZashPay and Western Union) money transfer, Money Manager,
Spending Manager, Bill Pay, Cash Advance, Overnight Checks,. Reserve line Credit Cards, Mortgage account
manager, Student Loan Manager Etc. All Bill pay products and online enhancements were also made available
through the mobile app.
• Directed development of online Ecommerce based sales products (e.g., Bill Pay Giving) along with
interactive, direct marketing, media, creative, sales promotion and PR strategies for customer facing
campaigns including but not limited to social networking sites (Facebook, Twitter)
• Owned and executed successful on boarding of 6 million plus Retail, Online and Mobile US Bank
customers on to the new online banking platform including revamped US Bank website, multiple
programs and products affecting all merchant service lines of business.
• Managed development, launching and adoption of new mobile app for US Bank. Lead on site and off
site teams working for Quality assurance, compliance, vendors and technology, shared services, 24
Hour banking and call center, communications, Security, Risk management and retail branches.
• Managed RFP, RFI process, contract negotiations and procedural communications for vendors
(FiServ, Salesforce), Retail Branches, Corporate and Online marketing, Wealth Management, Private
Client Reserve.
• Managed and owned complete communication plan for on boarding of 6 million plus customers;
released PR for new products and initiatives. Ensured effective execution of communication training for
marketing teams in accordance with the business goals.
• Managed creation, management and distribution of stakeholder communication materials including but not
limited to Communications request form, Intranet site for stakeholder and PMO interaction, Intranet sites for
US bank employees to communicate upcoming changes , new products etc.
• Lead the Change management and Quality Control governance rebuild. This included program
governance, reengineering and formalizing business processes, training manuals, development
services, change readiness assessment, tracking enterprise application success, resource tracking
and allocation.
• Established security metrics in accordance with SLA, compliance, contracts & risk management.
• Reengineered & executed compliance driven change management process to standardize the
processes for changes to USB.com & provide postproduction product support across the banking
segments.
• Provided transparent reporting to executive management related to progress, resource consumption, risks and
issues.
• Reengineered and implemented process related to Business readiness assessment by business units
to determine the readiness, quality, and usability of products due for release.
• Coordinated meetings across cross-functional teams to ensure high-quality customer satisfaction.
PROGRAM MANAGER
Kaiser Permanente Pleasanton CA
November 2009 – March 2011 (Contract)
• Managed teams to deliver enterprise level online Kaiser Permanente Health Connect system for Kaiser
Permanente customers.
• Kaiser Permanente Health Connect (KPHC) is a web-based solution that allows a start to finish
connection between the patients and the medical team. The system allows online creation and
management of appointments, automated assignment of facilities, online ordering of tests, test results made
available online, prescriptions sent to the pharmacy online, online notification to patients to pick up
prescriptions and so on.
• Managed and tracked portfolio including financial management, planning of phased implementation
according to HIPAA-SOX regulations and enhancement forecast for budgeting-this ensured cost
effective pre planned upgrade of old systems saving revenues up to $5 Million.
• Managed life cycle for the entire portfolio, created plans, presentations for executive management,
Implemented processes and subsequent LMS (learning management systems) for teams involved in
business sign off, planning, charters, execution, QA and release.
• Lead cross-functional teams to ensure timely project delivery, prioritized projects and resource allocations in
accordance with the vision of senior executive team.
• Managed the full roadmap for multiple concurrent projects that integrated with the KPHC system. This
included QA, Environment and Infrastructure maintenance and upgrade, project tracking, status
reporting, readiness assessment, financial planning, tracking and reporting
• Acted as a liaison between clients, business, shared services, compliance and communication teams
along with Vendors/Affiliate partners.
• Coordinated all of the entities involved in infrastructure supply chain.
• Managed returns and rejections professionally & promptly with suppliers.
• Planned material procurement, production, inventory control, logistics and distribution.
• Reviewed and ensured that all the processes comply with all government regulatory requirements.
• Directed corporate meetings between PMO, technology, compliance, finance and IS engineering.
Sr. Manager
Judicial Council of California, San Francisco, CA
October 2007 – September 2009 (Contract)
• Managed Court case management system portfolio, business process flow, legislative directive
deployments, planning and management between vendors, Superior Courts, shared services, Finance
and Human Resources.
• Provided management and leadership to the project partners for the criminal/interface deployment.
• Managed change management including change design document creation and tracking of changes, Work
flow between technology vendors, trial courts, justice partners and management regarding deployment
strategies.
• Maintained enterprise criminal justice interface and change control procedures for Court systems as per
compliance standards. Implemented training for court personnel for using these processes.
• Managed, documented and approved MSA and SLA directives, SOW, RFP processes, compliance and
quality control, change management for projects as well as disaster recovery exercises as per the
contracts with vendors.
• Managed RFP, RFO and IBAs for disbursement of financial grants and funds from state budget for
individual development projects (IVR and IWR implementation) submitted by superior courts for fiscal
year.
• Coordinated business process reengineering for information flow between independent business units,
external vendors and PMO teams working cohesively between different court programs.
• Reviewed and approved invoices for compliance with contracts after project completion.
• Managed resources, schedule and expectations to establish and maintain alignment for enterprise
level statewide programs with independent entities like shared services, Infrastructure, legal,
compliance and vendors (Sustain, ATI, Siemens, SAIC, Deloitte) for more than 15 superior courts all
over the state of California.
• Established a proper link and chain of command between individual superior courts and vendors with the PMO
at the governing end.
• Managed reconciliation of resource demand with resource availability, identified capacity/resource bottlenecks,
and determined feasibility on account of base level capacity and organizational structures.
• Managed risks, communicated with contracted vendors, trial court personnel, justice partners &
management, identified issues and possible resolutions.
• Managed portfolio scorecard reporting, budgeting, forecasting, negotiations, change control and ad
hoc requests.
• Monitored scope, ensuring a smooth relationship between business and service providers.
• Facilitated relationship change management, guided procedural changes, and escalation and
prioritization efforts.
PROGRAM MANAGER
Wells Fargo Bank, San Francisco, CA
March 2006 – August 2007 (Contract)
• Managed a portfolio of enterprise B2B solutions for business units like Derivatives and Bonds Trading
and analysis, Asset, Equity and Trade Order management.
• Developed and implemented B2B solutions for Bond Trading, Documentation that had an adoption
rate of more than 80%. The product communicated with external financial entities like Bloomberg and
Calypso and was used for trading and analysis of Hedge funds, Municipal bonds and Derivatives.
• Managed CMS upgrade process for Wells Fargo Website in conjunction with the vendor – Ektron.
• Created automated document management system for derivatives trading desk for Wells Fargo Bank.
The system replaced the manual documentation system of creating folders and subfolders for
derivatives trading transactions. The conversion rate was more than 80% and had almost 100%
adoption by the derivatives trading business group.
• Facilitated stakeholder engagement and adoption to new process and products, created communication
materials for release management teams.
• Managed change management activities and engaged leadership in change management initiatives.
• Point of contact for business line, operations, technical teams, external financial entities like Calypso
and Bloomberg throughout the project cycle.
• Conducted review meetings, customer presentations and executive reporting.
• Created and reviewed Project Plans, communication plans and coordinate workflow.
PROGRAM MANAGER
FastFind LLC, (Currently Bankrate.com), San Francisco, CA
June 2004 – March 2006 (Contract)
• Managed PMO for a web portal that marketed financial retail products to customers for different
channels (automobiles/credit cards/mortgage/loans/insurance) and their associated financial vendors.
• Created communication plans and managed stakeholder communication materials including process
templates, Power point presentations, Policy manuals, change management process documentation.
• Introduced project management processes (PMI based) for information gathering, conflict resolution &
portfolio planning for aligning business goals with software pipeline roadmap.
• Defined and managed PMO processes, goals & compliance standards, created program/project plans,
policies, procedures and team priorities in conjunction with business goals.
• Managed teams for solutions development, testing and delivery, finance & channel marketing.
• Provided business strategy consulting, process re-engineering, project management office
implementations and web development including B2B and B2C products.
• Controlled agency divisions including general product advertising, direct marketing, interactive
marketing, print placement and Yellow Pages advertising.
• Managed successful online advertisement and marketing campaigns and web solutions for
participating vertical member management that increased ad based revenue by 70%.
• Research market for partnerships and sponsorships from retail vendor brands & products.
• Co-branded with dynamic and aggressive vendors like DeVry University, University of Phoenix, automobile
dealerships, and mortgage providers to push market visibility.
• Managed web based projects related to ad banners, co-brand monitoring with partners, internal
reporting and issue management through SharePoint portal website.
• Managed leadership engagement in change management and PMO engagement for development and
release of products catering each individual business vertical of the portal (Mortgage, Insurance,
Credit Card, Automobile, Education).
• Managed recruitment and subsequent resource allocation, staffing, reporting and documentation for multiple
projects.
PROJECT MANAGER
Verizon Data Services, Dallas, TX
January 2002 – May 2004
• Managed the web portal for Verizon website providing phone packages and associated retail products.
• Associated with Verizon store managers and manage projects for inventory management, sale and
tracking.
• Established processes for call support team and contingency plans for resource allocation and
delegation.
• Worked directly with the business owners, coordinated business analysis and requirement gathering for the
project.
• Set processes to monitor and report project/deliverables progress, assessed situations to determine
the importance, urgency and risks.
PROJECT MANAGER
Asyst Technologies, Fremont CA
May 2000 – November 2001
• Managed projects related to robotics for semiconductor wafer manufacturing.
• Completed owned planning, development and release of Smart–WIP system developed for 1st Silicon (a
Malaysia based semiconductor wafer manufacturer).
• Acted as the primary contact for offsite end user director to provide support and training.
• Traveled to Malaysia for solution deployment, training and client acceptance sign off.
• Established processes to facilitate call support team and contingency plans with regard to technical resource
allocation and delegation.
PROJECT LEAD
Adroit Control Engineers, New Delhi India
July 1996 – April 2000
Developed and managed applications dealing with quotations, invoices and inventory management.

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Neeraj Sharma

  • 1. Neeraj Sharma neerajs13@gmail.com 408-205-7016 San Francisco CA 94114 EXPERTISE • Skilled at leading large programs and global teams to higher levels of delivery. Proficient in stakeholder management, IT Governance, portfolio management, Program/Project integration, Supply chain management, Process management – creation, execution, training and adoption. • Lead multiple projects with cross-functional technical and business global teams including but not limited to SMEs, BAs, Architects, Communication specialists and project controllers. • Proficient in Portfolio management, Dashboard maintenance, Metric reporting and tracking, Quality Control, IT PMO governance life cycle, RFP, RFI business process reengineering, reporting, change management - creation, execution, training and adoption. • Experienced in multiple industry disciplines specifically financial, banking, Bond trading, Utilities, energy, healthcare, Judicial- Legal, e-commerce and technology products. • Managed complex vendor dependent projects with extended teams of more than 70 team members, adept at resource allocation and management, compliance, vendor selection, agreements, contracts and client management, communications, and business process consulting. • Implemented effective process changes, identify and minimize risk, Processes for financial tracking and assessing Business readiness. • Delivered successful PMO management activities including roadmap & pipeline development, Product lifecycle management, budgeting and forecasting, global team building, QA planning and implementation, client relationship, shared services, process design, development and implementation-many portfolios have been international in a global matrix environment with the largest budget exceeding $10 million. • Managed high proficiency reporting and an expert with Project and Portfolio Management Center (PPMC) products by HP , Sharepoint, MS Project, SAP financials, SRM, Remedy, Clarity, ServiceNow, Microsoft Office Suite, , Google Docs and other PC applications. • Recognized for strategic thinking, ownership, technical expertise, implementation abilities, and innovation with a roll up the sleeves attitude if needed while handling tough assignments and providing quality results. • Open to extensive domestic and international travel. EDUCATION AND CERTIFICATIONS Bachelor of Science in Engineering, Electronics, Bhim Rao Ambedkar University, Aurangabad, India Post Graduate Diploma in Computer Applications, CMC Ltd., New Delhi, India EXPERIENCE AND SKILLS MS Project, MS Visio, SharePoint, Windows XP/NT, MS Office Suite, PowerPoint, Excel, EKTRON, Remedy, ServiceNow, Clarity-NIKU, PPMC Portfolio Management tool (HP), SAP financials, SAP-BPC ( Business planning and consolidation) forecasting, SRM, SDLC,ITIL v3, Microsoft Operations Framework, Agile, Scrum, Waterfall.ASP.NET, C#, VB.NET, MS Access, SQL Server, Oracle. HIPAA-Sarbanes Oxley (SOX) PROJECT MANAGER PG&E, San Francisco CA Dec 2013 – Present (Contract) • Responsible for leading IT governance for portfolios with ~180 projects for PG&E providing SCADA (System Control and Data Analysis) automated solutions to remotely control energy distribution and transmission regulated under CPUC. • Managed portfolio economics and financial planning – Balance sheets, P&L calculation and reporting, Capex fund planning and tracking, resource management, project planning, risk analysis, Metrics management and reporting, Quality Control, implementation and closure in alliance with the teams, vendors Shared Services and PMO teams. • Managed all phases of the governance lifecycle from initial analysis to closure. Created and managed WBS, Staffing Profile, Status reporting, Financial forecasting (Monthly, quarterly and yearly), financial reports, vendor selection and contracts, invoicing, materials order and procurement, material and service supply chain management. Responsible for project management services through the PPMC tool by HP to complete the portfolio on time, within scope and on budget. Managed project finances through SAP financials, Materials and Vendor management through SRM.
  • 2. • Ensured that effective communication is in place between senior management, multiple stakeholders, vendors, internal teams, clients with varying priorities and considerable ambiguity. Provided measurable performance metrics to monitor progress. Validated that PG&E standards and government regulations are met for each project, program, and/or portfolio. • Selected vendors based on bids and proposals. Managed RFPs, Control Work Authorizations, Purchase orders and materials management with procurement specialists. • Total Managed Portfolio Budget: Up to $10M • Team Size: 6 -20 project team members • IT Governance and Lifecycle Management : o Coordinated portfolio to minimize impact of change related incidents to the business. o Ensured that the portfolio is prioritized as per maximum benefit business goals in accordance with resource and budget availability. o Ensured synchronization and synergy between IT governance and corporate governance processes by defining decision rights and accountability framework. o Established strategies, organizational structure and services provided by IT governance function. o Ensured IT operations within governance-mandated requirements. o Played a leadership role in developing, implementation and monitoring of standards and procedures for organizational and functional areas. o Lead portfolio meetings focused on deliverables, previous year’s portfolio results and analysis and planning for future year prioritization. o Gained thorough knowledge of PG&E as well as CPUC regulatory policies, practices and systems. Applied PG&E project delivery life cycle, methodology phases/ processes, principles, concepts, practices, and standards to all projects. • Integration Management : o (Charter, Scope, Project Management Plan, Direct and Manage Project Execution, Control Work and Changes, Close Out) o Contributed to the business plan and Client stakeholder portfolio objectives. o Developed and executed the project plans and integrated into the portfolio o Accountable for the success criteria, development, publication and updating of deliverables o Managed close-out activities o Provided post-implementation lessons learned, benefit analysis and customer satisfaction review • Scope Management: o (Scope planning, definition, WBS, scope verification, scope control) o Balanced schedule, scope and budget, renegotiated with sponsor as needed. o Worked with both business and technical teams comprising of SMEs, BAs, design teams and client teams to finalize scope and requirements including stakeholder sign off and validation. o Applied change management process on projects, especially the long term ones with ambiguous conflicting drivers and/or potential for scope change. • Time Management : o (Detailed activity and resource planning, on time control) o Responsible for accurate time reporting and financials for all resources (Materials, labor and contracts) related to the portfolio. o Managed the tracking of interdependencies within scope of responsibilities o Responsible for measuring “on time” reporting for assigned scope. • Cost Management : o (Detailed activity and resource costing, on budget control, develop and manage forecasts) o Completed the business case and forecasted financials. o Negotiated agreement on schedule and budgets. o Responsible for measuring “on budget” reporting for assigned scope. o Responsible for monitoring cost reports and planning ahead for financial contingencies. • Supply Chain management: o Managed data to keep accurate product, contract, pricing and invoicing information.
  • 3. o Negotiated contracts to reduce costs and achieve maximum efficiency. o Provided accurate routing information to ensure that material delivery times and locations are coordinated. o Provided cost comparisons to management by calculating total supply chain costs in relation to proposed new projects. • Quality Management : o (quality plan, perform quality assurance and control) o Responsible for taking corrective action for known defects with support from quality assurance. o Ensured quality criteria are met before Project is made operative. • Human Resource Management : o (HR Planning, Acquire, Develop, Manage Team) o Managed the overall resource capacity (supply) and scheduled work (demand) through creation and management of staffing profile. This included resource forecasting and impact assessment. o Determined resource requirements and procured resources through support from resource managers. o Assigned work, sets priorities, tracked completion of tasks and reviewed deliverables o Provided project management mentoring for team members o Participated in overseeing the transition of project team members to new projects. • Communications Management/ reporting : o (Communications Planning, Information Distribution, Performance Reporting, Stakeholder Management). o Provided financial reports (SAP cost reports), financial forecasting reports, Status reports. Made presentations to senior management and stakeholders. o Tracked and reported on project and deliverable status and managed variances o Developed and managed issue escalation and the resolution process o Prepared and made appropriate presentations, chaired status report meetings, Developed and executed communications, including identifying stakeholders, appropriate communication channels, and key messages for their portion of the project. • Risk Management : o (Risk planning, identification, analysis, response, and control) o Facilitated risk management planning, identification planning and control for projects commensurate with these portfolios. • Procurement Management: o (Plan purchases and acquisitions, select sellers, contract administration, contract closure) o Helped evaluate business cases for vendor requirements, tracked materials ordered, evaluated and awarded contracts, Validated SLAs, MSAs and SOWs. o Selected vendors, reviewed RFPs, awarded contracts, purchase orders to vendors and tracked vendor deliverables against verifiable SLA based metrics. o Maintained vendor relationships to ensure contract commitments are met. PORTFOLIO MANAGER Intelliswift Software Inc., Fremont, CA April 2012 – Sep 2013 (Contract) • Managed client facing portfolios delivering web based SaaS solutions-team size included on/off shore teams with 80-100 members. • Owned complete PMO planning and operation, program financial disbursement and tracking, program roadmap, resource planning, development, Quality Control and release management in alliance with the Chief of Staff, Global Corporate Office, Shared Services and PMO teams. Maintained the overall integrity and coherence of the portfolio. Developed and maintained the portfolio environment to support each individual program and project within it. • Implemented change management effort for creating, assessing, approving and implementing changes, reengineering business processes for change management impact. • Strategized and introduced the process for automated project intake request for all projects to govern resource allocations, estimation, funding and pipeline segmentation for the entire enterprise
  • 4. application group. Implemented the learning management system including training for all business units using the new process. • Owned financial forecasting, budgeting and expenditure reporting for projects heavily dependent on contractor deliverables. Managed tracking, WBS, reporting, Product road mapping, planning, release management and analytics. Monitored the expenditures and costs against delivered and realized benefits as the program progresses. • Provided complete leadership to cross-functional teams of managers, business analysts, offshore teams and vendors. Planned and proactively monitored the program‘s overall progress, resolving issues and initiating corrective action as appropriate. Ensured that the delivery of new products or services from the projects is to the appropriate levels of quality, on time and within budget, in accordance with the Strategic Planning and Architecture program plan and program governance compliance standards. • Organized, developed and implemented the change management strategy including documenting change management processes and training manuals. • Collaborated with stakeholders and direct reports from other departments e.g. development, finance and compliance for managing business readiness assessment including setting criteria for the same. Developed processes for risk identification and mitigation. • Managed third party contributions to the program and ensured that there is efficient allocation of common resources and skills within the project portfolio. Oversaw program/project change requests. • Chaired the change advisory board and governance board. Reported progress of the program at regular intervals to stakeholders and upper management. Reengineered and implemented business process for stakeholder acceptance and adoption. PROGRAM MANAGER US Bank, San Francisco, CA April 2011 – Jan 2012 (Contract) • Managed complete portfolio along with social media networking and communication planning of the B2C and B2B focused retail online and Mobile Ecommerce banking platform. Also managed Money movement and electronic bill payment enterprise level channel marketing products for bank wide Internet and mobile channel. Owned and executed the entire portfolio and aligning it with the extended program roadmap. Managed financial planning and reporting, pipeline development, monitoring and reporting on program progress. • Managed implementation of enterprise wide automated bill payment programs, Commercial marketing products including but not limited to P2P ( ZashPay and Western Union) money transfer, Money Manager, Spending Manager, Bill Pay, Cash Advance, Overnight Checks,. Reserve line Credit Cards, Mortgage account manager, Student Loan Manager Etc. All Bill pay products and online enhancements were also made available through the mobile app. • Directed development of online Ecommerce based sales products (e.g., Bill Pay Giving) along with interactive, direct marketing, media, creative, sales promotion and PR strategies for customer facing campaigns including but not limited to social networking sites (Facebook, Twitter) • Owned and executed successful on boarding of 6 million plus Retail, Online and Mobile US Bank customers on to the new online banking platform including revamped US Bank website, multiple programs and products affecting all merchant service lines of business. • Managed development, launching and adoption of new mobile app for US Bank. Lead on site and off site teams working for Quality assurance, compliance, vendors and technology, shared services, 24 Hour banking and call center, communications, Security, Risk management and retail branches. • Managed RFP, RFI process, contract negotiations and procedural communications for vendors (FiServ, Salesforce), Retail Branches, Corporate and Online marketing, Wealth Management, Private Client Reserve. • Managed and owned complete communication plan for on boarding of 6 million plus customers; released PR for new products and initiatives. Ensured effective execution of communication training for marketing teams in accordance with the business goals. • Managed creation, management and distribution of stakeholder communication materials including but not limited to Communications request form, Intranet site for stakeholder and PMO interaction, Intranet sites for US bank employees to communicate upcoming changes , new products etc. • Lead the Change management and Quality Control governance rebuild. This included program governance, reengineering and formalizing business processes, training manuals, development services, change readiness assessment, tracking enterprise application success, resource tracking and allocation. • Established security metrics in accordance with SLA, compliance, contracts & risk management.
  • 5. • Reengineered & executed compliance driven change management process to standardize the processes for changes to USB.com & provide postproduction product support across the banking segments. • Provided transparent reporting to executive management related to progress, resource consumption, risks and issues. • Reengineered and implemented process related to Business readiness assessment by business units to determine the readiness, quality, and usability of products due for release. • Coordinated meetings across cross-functional teams to ensure high-quality customer satisfaction. PROGRAM MANAGER Kaiser Permanente Pleasanton CA November 2009 – March 2011 (Contract) • Managed teams to deliver enterprise level online Kaiser Permanente Health Connect system for Kaiser Permanente customers. • Kaiser Permanente Health Connect (KPHC) is a web-based solution that allows a start to finish connection between the patients and the medical team. The system allows online creation and management of appointments, automated assignment of facilities, online ordering of tests, test results made available online, prescriptions sent to the pharmacy online, online notification to patients to pick up prescriptions and so on. • Managed and tracked portfolio including financial management, planning of phased implementation according to HIPAA-SOX regulations and enhancement forecast for budgeting-this ensured cost effective pre planned upgrade of old systems saving revenues up to $5 Million. • Managed life cycle for the entire portfolio, created plans, presentations for executive management, Implemented processes and subsequent LMS (learning management systems) for teams involved in business sign off, planning, charters, execution, QA and release. • Lead cross-functional teams to ensure timely project delivery, prioritized projects and resource allocations in accordance with the vision of senior executive team. • Managed the full roadmap for multiple concurrent projects that integrated with the KPHC system. This included QA, Environment and Infrastructure maintenance and upgrade, project tracking, status reporting, readiness assessment, financial planning, tracking and reporting • Acted as a liaison between clients, business, shared services, compliance and communication teams along with Vendors/Affiliate partners. • Coordinated all of the entities involved in infrastructure supply chain. • Managed returns and rejections professionally & promptly with suppliers. • Planned material procurement, production, inventory control, logistics and distribution. • Reviewed and ensured that all the processes comply with all government regulatory requirements. • Directed corporate meetings between PMO, technology, compliance, finance and IS engineering. Sr. Manager Judicial Council of California, San Francisco, CA October 2007 – September 2009 (Contract) • Managed Court case management system portfolio, business process flow, legislative directive deployments, planning and management between vendors, Superior Courts, shared services, Finance and Human Resources. • Provided management and leadership to the project partners for the criminal/interface deployment. • Managed change management including change design document creation and tracking of changes, Work flow between technology vendors, trial courts, justice partners and management regarding deployment strategies. • Maintained enterprise criminal justice interface and change control procedures for Court systems as per compliance standards. Implemented training for court personnel for using these processes. • Managed, documented and approved MSA and SLA directives, SOW, RFP processes, compliance and quality control, change management for projects as well as disaster recovery exercises as per the contracts with vendors.
  • 6. • Managed RFP, RFO and IBAs for disbursement of financial grants and funds from state budget for individual development projects (IVR and IWR implementation) submitted by superior courts for fiscal year. • Coordinated business process reengineering for information flow between independent business units, external vendors and PMO teams working cohesively between different court programs. • Reviewed and approved invoices for compliance with contracts after project completion. • Managed resources, schedule and expectations to establish and maintain alignment for enterprise level statewide programs with independent entities like shared services, Infrastructure, legal, compliance and vendors (Sustain, ATI, Siemens, SAIC, Deloitte) for more than 15 superior courts all over the state of California. • Established a proper link and chain of command between individual superior courts and vendors with the PMO at the governing end. • Managed reconciliation of resource demand with resource availability, identified capacity/resource bottlenecks, and determined feasibility on account of base level capacity and organizational structures. • Managed risks, communicated with contracted vendors, trial court personnel, justice partners & management, identified issues and possible resolutions. • Managed portfolio scorecard reporting, budgeting, forecasting, negotiations, change control and ad hoc requests. • Monitored scope, ensuring a smooth relationship between business and service providers. • Facilitated relationship change management, guided procedural changes, and escalation and prioritization efforts. PROGRAM MANAGER Wells Fargo Bank, San Francisco, CA March 2006 – August 2007 (Contract) • Managed a portfolio of enterprise B2B solutions for business units like Derivatives and Bonds Trading and analysis, Asset, Equity and Trade Order management. • Developed and implemented B2B solutions for Bond Trading, Documentation that had an adoption rate of more than 80%. The product communicated with external financial entities like Bloomberg and Calypso and was used for trading and analysis of Hedge funds, Municipal bonds and Derivatives. • Managed CMS upgrade process for Wells Fargo Website in conjunction with the vendor – Ektron. • Created automated document management system for derivatives trading desk for Wells Fargo Bank. The system replaced the manual documentation system of creating folders and subfolders for derivatives trading transactions. The conversion rate was more than 80% and had almost 100% adoption by the derivatives trading business group. • Facilitated stakeholder engagement and adoption to new process and products, created communication materials for release management teams. • Managed change management activities and engaged leadership in change management initiatives. • Point of contact for business line, operations, technical teams, external financial entities like Calypso and Bloomberg throughout the project cycle. • Conducted review meetings, customer presentations and executive reporting. • Created and reviewed Project Plans, communication plans and coordinate workflow. PROGRAM MANAGER FastFind LLC, (Currently Bankrate.com), San Francisco, CA June 2004 – March 2006 (Contract) • Managed PMO for a web portal that marketed financial retail products to customers for different channels (automobiles/credit cards/mortgage/loans/insurance) and their associated financial vendors. • Created communication plans and managed stakeholder communication materials including process templates, Power point presentations, Policy manuals, change management process documentation. • Introduced project management processes (PMI based) for information gathering, conflict resolution & portfolio planning for aligning business goals with software pipeline roadmap. • Defined and managed PMO processes, goals & compliance standards, created program/project plans, policies, procedures and team priorities in conjunction with business goals. • Managed teams for solutions development, testing and delivery, finance & channel marketing. • Provided business strategy consulting, process re-engineering, project management office implementations and web development including B2B and B2C products.
  • 7. • Controlled agency divisions including general product advertising, direct marketing, interactive marketing, print placement and Yellow Pages advertising. • Managed successful online advertisement and marketing campaigns and web solutions for participating vertical member management that increased ad based revenue by 70%. • Research market for partnerships and sponsorships from retail vendor brands & products. • Co-branded with dynamic and aggressive vendors like DeVry University, University of Phoenix, automobile dealerships, and mortgage providers to push market visibility. • Managed web based projects related to ad banners, co-brand monitoring with partners, internal reporting and issue management through SharePoint portal website. • Managed leadership engagement in change management and PMO engagement for development and release of products catering each individual business vertical of the portal (Mortgage, Insurance, Credit Card, Automobile, Education). • Managed recruitment and subsequent resource allocation, staffing, reporting and documentation for multiple projects. PROJECT MANAGER Verizon Data Services, Dallas, TX January 2002 – May 2004 • Managed the web portal for Verizon website providing phone packages and associated retail products. • Associated with Verizon store managers and manage projects for inventory management, sale and tracking. • Established processes for call support team and contingency plans for resource allocation and delegation. • Worked directly with the business owners, coordinated business analysis and requirement gathering for the project. • Set processes to monitor and report project/deliverables progress, assessed situations to determine the importance, urgency and risks. PROJECT MANAGER Asyst Technologies, Fremont CA May 2000 – November 2001 • Managed projects related to robotics for semiconductor wafer manufacturing. • Completed owned planning, development and release of Smart–WIP system developed for 1st Silicon (a Malaysia based semiconductor wafer manufacturer). • Acted as the primary contact for offsite end user director to provide support and training. • Traveled to Malaysia for solution deployment, training and client acceptance sign off. • Established processes to facilitate call support team and contingency plans with regard to technical resource allocation and delegation. PROJECT LEAD Adroit Control Engineers, New Delhi India July 1996 – April 2000 Developed and managed applications dealing with quotations, invoices and inventory management.