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PROJECTS

Below are a few samples of projects I've lead highlighting the professional skills used.

Business Meeting

RFP Response

My role: 

  • Project Leader assigned by Executive Project Sponsor - COO/CTO

  • The key point of contact for Customer’s Project Team and for the Internal Project Team

 

Project Scope:

The RFP (Request for Proposal) included support of a combined forward and reverse logistics (US) ecommerce fulfillment program.

  • Requirements included:

    • Ability to meet and exceed SLA (service level agreements) and KPIs (key performance indicators).

    • Development of proposal that includes network design, systems capabilities, inventory management, proposed order flow supporting a flexible model (spikes due to promotions), carrier integration, customer care, and quality system process.

Recap:

This project required working with a cross functional team of VP and Director level SME’s,(Operations, Legal, Finance, Procurement, Quality, IT, Logistics) in a tight timeline to complete company submission to Customer  and included:

  • Assigning tasks

  • Reviewing work in progress

  • Gathering and maintain Q&A logs and representing company in Customer Q&A meetings.

  • Leading design meetings

  • Assembling final response drafts

  • Review and redline MSA and SOW

  • Leading QA meetings pre final response submission. 

  • After receiving Customer's notification they would like to proceed to second round of RFP selection I worked with the executive sponsor in preparing our presentation for the Customers on site visit to review and discuss our proposal submission and any final negotiations.

  • After receiving the award of business I worked to complete the final agreement of MSA and SOW with our legal team and executive team as well as Customer’s team in parallel with launching the new business On Boarding Plan.

 

My organization skills, communication skills, project management skills, proactive mediation skills, problem solving skills, and end to end business unit leadership skills all supported the achievement of this project.

Reflection of Palm Trees

OPEN

New Business Startup

My role: 

  • Project Leader assigned by Executive Project Sponsor – Company President

 

Project Scope:

Assist new business owner in the set-up of their business

  • Requirements included:

    • Complete legal, financial, and office tasks to launch fully functional business

 

Recap:

This project required study of small business requirements, research of options, evaluation and presentation of findings along with recommendations of selections.

  • Legal – State LLC paperwork completion and submission; Federal EIN application, Local Business license application.

  • Financial – Bank account set-up, Payment acceptance option set-up, Accounting software set-up (Estimates, Invoices, AR/AP, Reports, Charts, P&L)

  • Internal Business Tools – Email, Shared Documents Drive,

  • Marketing – Domain set-up, Website design, Referral Program, Email blast tool, marketing collateral.

 

Post Go-Live I support as executive assistant on average 20 hours per month

 

My project management skills, research skills, analytical skills, organization skills, communication skills, creativity skills, and end to end business management skills all supported the achievement of this project.

Calculate Savings

Cost Saving Initiative

My role: 

Project Leader assigned by Executive Project Sponsor – VP of Operations

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Project Scope:

  • Meet Cost Saving goal of $200K annually

  • Requirements included:

Identify, design, present, implement to achieve saving while maintain quality metrics.

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Recap:

For this project I started with reviewing the end to end process (process inputs and outputs, tools, SLAs and KPIs maps) identifying and focusing on those areas where work was intermittent yet full time resources were in place. 

  • How could we a. increase the work; b. consolidate the responsibility, c. automate the work.

  • Next I reviewed the actual current business requirement (vs perceptions); met with IT for review of their roadmap of ISS upgrades.

  • Once targets were identified, analysis was completed, (cost saving, effort, impact, risks, investment), new process designs and new tools market research completed, a proposal was drafted and presented to executive sponsor and then stakeholders.

  • Post approval implementation project started collaborating with HR, IT/ISS, Engineering, and Operations. 

​

Actual cost savings $225K annually

 

My operations leadership skills, analytical skills, design skills, project management skills, research skills, organization skills, communication skills and end to end business unit management skills all supported the achievement of this project.

Business Team

Quality Audits - Lead PM

My role: 

Project Leader assigned by Executive Project Sponsor –VP of CC

​

Project Scope:

  • Prepare to pass Customer Audit Requirement performed by their Global Audit team who access internal controls systems, compliance to corporate policies and ethics, review operational efficiencies and best practices.

  • Requirements included:

    • Key point of contact for Customer Audit Team and my company’s team.

    • Prepare for successful audit identifying risks and leading mitigation efforts.

 

Recap:

This project required leading a team of internal auditors assigned by their department leader.  Different business skills, experience levels, and general business knowledge levels made this an interesting and fun project. 

  • We started with an “Intro to Audits” training session and proceeded with process maps review, or creation if required, followed by performing first round internal audits.

  • Documenting all finding (CARs & PARs) as well as assigning effort, impact, investment, and risk levels to each finding was critical.

  • Full team training of the “what and why” internal audits were performed along with scheduled reoccurring training was used to insure everyone understood the importance as well as the value.  This was a continued improvement model and not a “assign blame model”.

  • I built a dashboard to be able to keep the executive sponsor and stakeholders informed of overall status as well as any potential risks, root causes, and resolutions in real time. I also included a success chart to continue the positive flow of the audits.

 

We passed the Customer Internal audit with a few minor findings.

 

My operations leadership skills, teambuilding skills, training skills, design skills, project management skills, organization skills and communication skills, problem solving skills, flexibility and calmness, along with end to end business unit management skills all supported the achievement of this project.

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