DONNA A. REED Senior Technical Program & Project Manager EMAIL: donna@AgilistaPM.com BLOG: www.AgilistaPM.com Orange County, CA --- (714) 656-2426 LINKEDIN: www.linkedin.com/in/DonnaReed High caliber Manager with a strategic background in FULL LIFECYCLE management of Software Development (SDLC), IT and Business Process type projects, managing Business Planning/Analyisis, Contracts, Requirement Gathering, Forecasting/Budgeting, Process & Resource planning, Implementation/Development, Monitoring, Release, Training, Support and more. 25+ years experience in working with large Fortune 100 companies top in their industry -- she thrives on leading and enabling teams to deliver business value quickly and predictably by leveraging the right project practices for the job (ie. ITIL, RUP, Waterfall, Agile, Lean, etc…) while working very closely and building client relations with both stakeholders and customers. Combining her strong “Can do” / “Get it done’ attitude, relationship building, process improvement, problem solving and “system thinking”, she easily executes all types of projects to customer satisfaction. Founder of The Agilista PM, she has been enabling project teams, organizations, & managers in becoming as Lean-Agile as possible — helping them determine HOW, WHEN and WHERE to utilize Lean-Agile practices along with their Traditional Waterfall methods of doing projects. AREAS OF EXPERTISE: Software Development, Maintenance & Support (SDLC) Product Development (hardware and software) Business Process Improvement Partnership Management Industry Compliance & Regulations Data center Migrations & Consolidations IT Infrastructure & Operations Relationship building & management Bridging the Technology and Business Gap Leading Matrixed & Distributed Teams Outsourced & Offshore Resource Management Leveraging the right practices for the job (ITIL, RUP, Agile/Scrum, Lean/Kanban, SDLC, Waterfall…or combinations SELECT ACCOMPLISHMENTS Product Development. Led a world-wide product team in the creation of a NEW web-based product that would involve the integration of some existing technology and solutions with NEW technology. Creating a proven #1 market solution using Agile and Waterfall practices combined. I owned the requirement gathering and documentation, contracts, protoyping, design selection, development, monitoring, pricing , release and product launch. Sub-teams were located all over the world involving over 40 people. Financial Application Upgrade - Led multiple nation-wide project teams along with an external development vendor in the planning, design, implementation and rollout of a SaaS-based financial solution, migrating from client-server architecture. Saving the company 25% of their normal operating cost. I gathered requirements from both internal and external customers – forecasted the project budget and timeline – identified the project resources – and led the implementation, test and support teams through the development of a SAAS application solution requiring new features, bug fixes and the migration of a database. (I leveraged a mix of Waterfall & Agile practices). Customers Service CRM Project. Led several nation-wide teams in the evaluation, piloting, recommendation and implementation of a CRM solution for customer services and integration with a financial claims processing solution at a Fortune 50 company. The solution also included the design and implementation of application and system monitoring for increased quality, uptime and customer service. I worked very closely with consulting vendors such as BMC, Oracle and IBM Global Services – using RUP, Agile and Lean practices to meet a very aggressive timeline and uncertain project scope. Teams involved 25+ people with members from the Business, IT, 3rd Party consultants, and outsourced services. And technology included mainframes, CA HP and IBM software solutions. “Donna’s ability to drive a major initiative to a timely implementation was inspiring to both my team and ASP / SAAS development vendor … Her ability to address and contain a number of challenges on such a large strategic project proved her management skills that enabled us to launch successfully .” -- National Manager “Donna’s team building approach … enabled her to successfully manage very complex, mission critical programs and projects for our organization. … Donna had to network through the company to identify all the people needed for successful project design and implantation without interrupting the business for 70 million members and business partners. While many SME’s were losing their jobs, Donna was able to keep the team fully engaged for timely completion. She is detailed-oriented, an excellent communicator, facilitator, planner and leader.” -- Risk & Compliancy Manager INDUSTRIES: Automotive Commercial Products Financial Government Healthcare Manufacturing Technology PROJECT PRACTICES USED: ITIL RUP (IBM Rational) PMP PMBok Waterfall Lean / Kanban / SixSigma Agile / Scrum / Scrumban / XP …Combinations of the above ! DEGREES / CERTIFICATIONS: MBA – marketing specialization PMP BS–Information & Computer Science Electrical Engineering (minor) Lean-Agile Project Manager ScrumMaster Agile Product Owner STRATEGIC LEADERSHIP • TEAM ENABLEMENT • QUICK DELIVERY OF BUSINESS VALUE Donna A Reed • Page 2 • (714) 656-2426 • donna@AgilistaPM.com PROFESSIONAL EXPERIENCE UNITEDHEALTH GROUP, largest USA healthcare provider with 70+ million members 2010-2011 Senior Project / Program Manager – Owned and led multiple program teams and 20+ project teams through release planning and software development SDLC process for product releases, migrations and upgrades for both internal and external customers. Owning the entire lifecycle from forecasting, scheduling, design, development, testing and deployment, with handover to customer support. Projects involved industry compliancy (ie. HIPPA, Medicare) for application enhancements, support & maintenance. Launched releases every 3 months ranging from $500,000 to multi million dollars Led world-wide – highly matrixed team members, including offshore resources Recommended and Implemented process and practice improvements with Business, enterprise & local PMO, DEV, QA, UAT teams (ie. Iteratively gathering requirements and developing feature by feature to release to customers as soon as possible. FORTUNE 500 HEALTHCARE COMPANY, confidential 2010 Senior Project Manager & Agile Coach - Led several software development project teams through the SDLC process for a new software product release for both internal & external users, while also teaching them to leverage Agile and Lean practices. I produced an assessment of the team and organization’s agility and was their Scrummaster for the first 2 releases of the product while teaching and coaching the group how to become Lean-Agile along the way, including (PMs, BAs, Developers, QA and Management). Assessed their ability to go Agile to Exec team – focusing them on areas they were best aligned for using Agile. Coached entire team in leveraging Scrum and Lean (Kanban) practices to improve their productivity. Enabled them to release multiple internal products using Lean-Agile techniques WELLPOINT, leading health benefits company serving 35 million members. 2009 - 2010 Senior Program / Project Manager - Led multiple nation-wide programs such as the evaluation and recommendation of a CRM solution for financial claims processing, and the design & implementation of full application monitoring from hardware to application transactions with full governance setup of all “critical” business and financial applications. Project management services included Gathering requirements, Design and Implementation of monitoring tools – with the use of many Agile-Lean approaches to meet very aggressive timelines and uncertain project scope. Teams involved 25+ people with members from the Business, IT, 3rd Party consultants (BMC, Computer Associates, and IBM), and outsourced services (IBM Global Services). Established a NEW process for the monitoring of mainframe applications and integration with their service center for improved stability of their “critical” financial and business applications. Significantly improved the Stability & Support of each application. Increased resource productivity & effectiveness in discovering issues before customers and partners called support. Enabled SLA compliance to customers (i.e. 99.6% uptime of application). Coached teams on leveraging Agile-Lean techniques in bringing quick results & value to the customer and business. HEALTHCARE PARTNERS, who manage and operate medical groups nationwide. 2009 Senior Program Consultant - Developed Data Center Migration and Consolidation design plans for 3 data centers & analyzed approaches to executing build –v- co-location options for the migration of applications. The need for close attention to physician groups in the development of IT applications and system migrations. TOYOTA, world's largest automotive maker. 2008 - 2009 Toyota Financial Services 2008 - 2009 Senior Project Manager - Led and managed multiple enterprise project teams and external vendor partners in planning, designing, implementing and rolling out financial application solutions. Trained PMO and other teams on Lean-Agile practices by piloting a financial application web-based product. Saved $10M by designing a NEW BI interface & presenting critical Automotive data for financial analysis. Saved over 40% by enhancing and migrating a data warehouse for motor sales and support applications. Saved 25% by migrating a Credit Financing Application & data warehouse from Client-Server to Cloud/SaaSmodel solution. Ensured 100% compliancy and allowed TFS business to continue by enhancing all TFS business applications to support NEW Compliancy rule for VIN Model-Year Recycling interpretation. Reduced costs by 20% by enhancing and on-boarding a new Cloud/SaaS-model call center application for collections STRATEGIC LEADERSHIP • TEAM ENABLEMENT • QUICK DELIVERY OF BUSINESS VALUE Donna A Reed • Page 3 • (714) 656-2426 • donna@AgilistaPM.com Toyota Motor Services 2008 - 2009 Senior Program & Project Manager - Led and managed multiple projects involving the analysis, design & implementation of Outsourcing & Virtualization of Application Development, Maintenance and Support for over 300 critical applications [geographically dispersed cross-functional teams of 50+ (including execs and vendors)] as well as the outsourcing of Support Operations for 2 very large data centers. Virtualized environment piloted, designed, & setup for the development support & maintenance of 300+ appls Support & operations for two (2) Data Centers was put out to RFP bid in 3 months. Outsourcing enabled for 100’s of applications & 1000’s of developers, support and testing staff by leveraging the virtualized environment created Saved 30% in operating & support costs by enabling outsourcing of App development and Data Center Support. Trained & Coached all NEW outsourced PM staff on how to on-board outsourced application vendors Improved over 50% of the support processes and improved quality of support and response time for customers. UNITEDHEALTH GROUP, largest healthcare provider of 70+ million members UnitedHealthcare Americhoice Pacificare Prescription Solutions 2006 - 2008 2007 - 2008 2007 - 2008 2006 - 2008 2006 – 2007 Senior IT Program Manager – Led several world-wide projects including: (1) Planning, design and implementation of their core financial claims processing application enhancement and upgrade from FileNet’s OSAR to MSAR storage and database management technology, (2) Planning, design and execution 8 data center migrations across the USA and Europe as UHG acquired companies. (3) Server reduction and migration for over 4000 servers, and (4) Application migration of 400 applications into a virtualized environment that was designed and implemented with full disaster recovery setup. All 24 x 7 SLAs were maintained for applications migrated – not a second of down time was experienced Reduced costs 20%+ by bringing support that was outsourced to IGS back “in-house” Reduced costs 20% by migrating 2 data center IT infrastructures and shutting down old data centers infrastructures and migrating applications into “virtualized” environments Developed & trained Management, SMEs, Support Staff, Business Application team & PMs on execution plans. 100’s of people were managed from world-wide cross-functional companies, departments & vendors CISCO, worldwide leader of networking equipment & management for the internet 2007 Senior Program / Project Manager & Business Liaison… Setup NEW PMO department for Cisco at their Linksys business unit to development, manage, monitor & track all IT and Business application development projects. Liaison to ensure Linksys would leverage Cisco’s IT infrastructure and well established project processes and methodologies. Enabled CISCO and Linksys to work together more effectively with better accountability for all projects. Empowered Linksys to leverage CISCO’s PMO processes and project engagement for global projects. Saved CISCO over 15% by ensuring all Linksys projects involving IT has business plans approved, resources assigned, procurement managed, and PM’s ensured projects were delivered on-time, on-budget, and in-scope. Designed & developed all procedures and templates for the engagement of IT. Created and delivered training to all PMs, BSAs, IT staff, Application Teams & Management on new processes. KOFAX, award winning provider of document capture & transformation solutions 2002 – 2006 Clients included: IBM FileNet Microsoft Adobe Systems Inc. HP Fujitsu Xerox EDS Oracle Bowë Bell & Howell SAIC Accenture Kodak CSC Deloitte Senior Product Manager & Business Development Program Manager… Directed product life cycle development (SDLC) and Prototyping of several product lines including “Market Research” to “end of life”. Led global teams for product development, manufacturing, integration, and OEM solutions development. Managed the #1 solution in the market for data capture Released over 25 products – NEW, Upgrades, Integrations & OEM solutions (including Prototyping) Generated over 50% of the companies revenue Expanded sales over 20% by expanding products into channel partners & OEM relationships Saved over 30% development costs by utilizing offshore development & testing resources Setup a NEW Business Development PM group to focus on OEM & Integration opportunities Setup and Created the 1st ROHS/WEE compliant solutions = 100% compliance STRATEGIC LEADERSHIP • TEAM ENABLEMENT • QUICK DELIVERY OF BUSINESS VALUE Donna A Reed • Page 4 • (714) 656-2426 • donna@AgilistaPM.com HEWLETT-PACKARD, a worldwide technology company for IT infrastructure 1994 – 2002 Senior Product Manager & Business Development / Channel Program Manager - Proposed, designed, & directed product development, Mergers & Acquisitions, and channel solutions for the OpenView product line. Build -v- Buy Analysis of IT solutions technology. Assisted partners in selling solutions to Fortune 50 companies world-wide such as: AT&T, Bank of America, Visa, Wells Fargo, AT&T, and State/Federal governments. Released over 20 products – NEW, Upgrades, OEM and Integration solutions (including Prototyping) Grew revenues over 100% into European and AAA regions Expanded channel sales by over 15% by developing channel programs Grew sales by over 15% with the acquisition & merger of new solutions & companies. Supported world-wide sales & business development staff Lead & managed world-wide virtual teams of 10 to 50+, including 3rd party vendors. FILENET, worldwide leader in document imaging and capture solutions 1989 - 1994 Financial Industry Specialist & Senior Market Planner – INBOUND MARKETING: Market analysis and research for product planning including: forecasting, revenue analysis, pricing analysis, resource analysis, strategic planning. Created MRDs (market research docs) for new products, including competitive analysis. Create prototype models and story boards for future products. Managed relationships with market research companies such as Gartner and IDC. Supported VP on special projects and speech creation for financial industry. Responded to RFP’s and RFI’s. OUTBOUND MARKETING: Created white papers, customer case studies, industry, and application presentations, success story brochures. Wrote analyst reviews, VP presentations and demoed products at trade shows. Trained sales teams on selling imaging solutions into the financial market. Speak at industry conferences, trade shows and user groups world-wide. PR interviews with publications and industry analysts. Gathered requirements for product development specifically for financial industry Created awareness to make FileNet #1 document image solution provider in the Financial industry Increased revenue over 30% with financial programs and awareness programs Accepted as one of the 1st vendor speakers at the American Banking Association (ABA) Trained 5 new partners in Europe and Japan to market and sell document imaging solutions world-wide VOLUNTEER WORK PMI, promoting development of innovative Project Managers 2009 - present Executed on visionary & innovative ways to enable the development of PM skills and help connect Agile and PMI community. Speaker, Teacher, write articles, host webinars, etc. √ PMI Agile Community of Practice Rep – connecting Agile and PMI communities √ PMI Chapter Speaker – Agile PM and BA topics √ Establish World-wide Chapter training of members √ Developed Webinar and Virtual Workshops for PMI members worldwide √ Writer for several Project Management, Business Analysis Publications and Blogs (e.g. ProjectTimes.com) √ Teaching / Coaching PM’s and BA’s how to manage projects using Lean-Agile practices PROFESSIONAL DEVELOPMENT MBA (Marketing Specialization) - University of Phoenix PMP (Project Management Professional) - Project Management Institute - Orange County Chapter Certified Lean-Agile Project Manager – Net Objectives Certified Scrum Master (CSM) and Product Owner - ScrumAlliance Member / Agile Alliance Member Leadership - Fuller College BS Information & Computer Science - Georgia Institute of Technology o Minor(s) - Electrical Engineering & Business Administration o Certification - Co-operative “work-study” program STRATEGIC LEADERSHIP • TEAM ENABLEMENT • QUICK DELIVERY OF BUSINESS VALUE