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Date Created: 12/22/15
Di Schwartz 408.504.1181 email@example.com Engagement Manager Professional Profile Engage clients, advocate adoption of new technologies and re-engineered processes and procedures; lead full lifecycle enterprise software, product and business process re-engineering project implementations that fulfill compliance and post- implementation support and training requirements and overcome adoption resistance and risk. Essential skills include: project management, design and oversight of data governing standards, product marketing, risk planning, business process (re)engineering and technical roadmap designs of e- commerce, web portal and software solutions for Fortune 500s, startups and non-profits. Accomplishments include: o Presenter and trainer speaking on emerging technology, product features and benefits and change adoption o Tailor application of the methodologies and principles of change management to the needs of the organization and successfully implement tools and training to stimulate adoption of new business processes, lifecycles and compliance roadmaps o Established business strategy, accountability criteria and re-engineered operational and business processes with supporting training and templates for American Legion that increased attendance 30% and sustained profits 300% over undocumented processes o Assess motivators of combat Vets to adopt change and guide transition of military leadership skills to manage volunteer tasks and projects to support other Vets, their families and the community o Implement project management tools (templates and applications) that mirror industry standard lifecycle processes for internal hardware and software deployment, financial reporting, and partner product launches o Facilitate decisive business decisions based on assessed risk to current processes, regulator control, financial status and impact on staff at all levels of the organization o Drove business process definition and technical functionality requirements to reduce software customization costs for third-party self-service fulfillment solution for financial service client o Engaged 12 project managers to integration the 25 individual software upgrade and data center move projects into a program with global insight to schedules and risks and effective, consistent communicate of status, issues and risks to client and internal team members o Managed team of 25+ employees, contractors and vendors in the implementation of the IT process and compliance roadmap for VMware including PM training, SOX control, SDLC definition, HP PPM and SharePoint implementations for change control (Change Requests, Issue Management, Risk Management and Decision Tracking) and content management o Worked with Dell & mortgage brokers to simplified technology acquisition process and launched fully supported self-service computer selection solution through the LoanCity member-broker portal o Collaborated with software partner, product development, sales and customer advisors to define, develop and release a partner product that increased quarterly revenue 10% o Effectively applied decision making and business judgment skills to bridge client, business and technology teams to ensure client satisfaction. Within 30 days of newly enacted FCC requirement, suggested and facilitated collaborative development of mandated functionality without violating ISO software development quality controls and met the client’s international launch schedule o Mentored combat Vets to transition military leadership skills to manage tasks and projects that support other Vets, their families and the community, including production of Veteran’s Day, Memorial Day and Christmas in August car show for inpatient Vets o Established a community service program to manage court workers required to complete volunteer hours, built relationships with volunteers and court staff Education: Keller School of Management CA Post-grad Certification in Health Services Management OICW CA Data Modeling, SQL, PLSQL; Business Law & Contracts University of Phoenix CA Executive MBA Loma Linda University CA BA, Speech Communications, with Pre-med Sciences, Ed. Credential Certifications: CTEC California Certified Tax Preparer (inactive) CGEIT ISACA Certified Governance Enterprise IT (inactive) Internal Certification Mortgage Loan Consultant (inactive) CBC Certified Business Communicator (inactive) Life &Health Insurance License California Insurance Sales (License # 0E55522 (inactive)) Jr. College Credential Lifetime Basic Education, ESL Instructor (active) Professional Experience Dico (Sole Proprietor), Foster City, CA Jan. 2001 – present Business & Operations Change Management Consultant-Marketing, Governance, Process & Compliance Leadership Key Results Delivered Process Change | Community Liaison Consultant (American Legion Post 105) Dec. 2008 to Present Demonstrated revenue increase gained from revamping business processes and marketing strategy for hall, bar and commercial kitchen rentals Recommended process and reporting changes for tracking BINGO revenue that increased gross profits 300% Engaged volunteers in membership data management process changes including training to use MSOffice tools for list creation, mail merge and newsletter production that generated 100% membership renewal Mentoring Commander on behavior motivators and change adoption within a volunteer organization based on current scholarly research Mentored teams of Veterans & Community on volunteer management and event production to produce annual programs for Veterans Validated volunteer value through recognition in organization newsletter, media coverage and Blog for Patch.com Sr. Project Manager-Change Guidance (contract Oakland Unified School District) Jan. 2009 to June 2009 Analyzed research and wrote the Adult Ed. Business Case & Implementation Plan to launch a new Adult learning model Trained Program Manager on readiness communications, marketing and training techniques to reduce change resistance Sr. Project Manager-Change, SOX, Data Management (Taos @ various clients) Aug. 2004 to Dec. 2008 Reduced number of controls and costs associated with external testing by empowering business and IT task performers to assess risk and present recommendations for process change that introduced corporate-wide understanding and willingness to perform tasks according to the defined process and report on schedule Interviewed users & IT data storage teams to identify root cause to data loss; facilitated discussion between teams on data backup and recovery that lead to users self-identifying and peer-to-peer evangelizing the importance of the users’ role in following the checkout, save and storage processes for data management Successfully engaged leaders from different business groups to discuss how the various current “tactical” management processes could integrate into a single enhancement change process acceptable across Cisco Acting Director of Process & Compliance (Taos @ VMware) Apr. 2007 – Jan. 2008 Implemented and achieved acceptance of IT governance roadmap, adoption of change management SDLC process and support applications--HPPPM & SharePoint, and SOX compliance based on situational awareness of the details of the changes and the groups being impacted by the change Implemented brown-bag lunches as a forum to recognize contributions and work toward an acceptable single-minded approach to documentation of change Sr. Project Manager-AP Process Redesign (MRI @ Calpine) Feb. 2006 – Mar. 2006 Working with AP clerks modeled an easy to follow process and spreadsheet based report to monitor payments to pre- and post-bankruptcy protect creditors acceptable to management; AP clerks accepted the change, and learned the skills required and took over produce the report for the Controller Marketing Director-Change and Compliance Process Design (Spherion @ E*Trade) May 2003 – Aug. 2004 Restructured manual processes in preparation to integrate into CRM and ERP systems with focus on benefits and ease of adoption by product marketing, procurement, finance & IT Translated business and technical terminology between organizations to improve adoption by reducing ambiguity Mortgage Consultant, Health Insurance Agent Jan. 2001- May 2003 Helped colleagues understand how to use the sales tools provided LoanCity.com Dec 1999 – Jan. 2001 Director of Partner Product Marketing, Technology Acquisition, Implementation & Adoption Collaborated with CTO to define and launch PMO Negotiated and built trusted partner relationships, product management strategies and implemented integrated marketing programs Lead technology acquisition and change adoption to new business processes, internal software solutions for CRM, Sales & back office operations to increase sales and expedite clearance of warehouse line of credit Defined requirements and prototyped “supply chain” mortgage solution with Lending Tree that leveraged mobile, Internet and database technologies to bring buyers, sellers, Realtors, Brokers and support businesses together in a B2B2C e-commerce environment Implemented technology portal in collaboration with Dell to facilitate Broker technology adoption and acquisition, including all marketing and training materials required for product launch and ongoing technical support Identified and implemented a quick-fix “integration” solution for Siebel/Rubric that saved $250,000 Awards, Recognitions, Certifications & Credentials: Recipient of multiple recognition awards for customer service and major contribution to a company or organization Member of the EBRPD 1000-hour Volunteer Hall of Fame
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