jeffrey j thomson resume dec 2014

JEFFREY J. THOMSON, PMP466 Ashby Court

Waterloo, Ontario N2T 1H1Phone: 519-576-4168 jeffreythomson@sympatico.ca

Executive Summary

PROGRAM MANAGEMENT AND MANAGEMENT CONSULTING

- Business Management Consultant leading the transitional integration of Clarica and Sun Life Financial Real Estate Division Management Teams through the development and implementation of new Policies, Operating Guidelines and Business Processes. Consulting leadership gained through critical problem solving and root cause identification skills, coupled with a strong analytic and decision making abilities.

- Organizational Environments - Working with Executive leaders and Senior stakeholders with organizational change management and process change management. Organizations environments include multi facet organizations from unionized operations with collective bargaining, large institutional financial organization, Federal Governments, to first to market organizations. Work locations have included operations throughout North America, South America and Europe as well as remote locations in Northern Ontario. Environments included the traditional functional models to full matrix organizations.

- Communication Skills - exceptional written and active listening, influence and verbal communication skills. These have been gained through 25 years of leading diverse teams through complex projects and business initiatives.

- Transitional Integration Management at Great West Life, London Life and Canada Life in the Distribute Computing and Logistics departments, Sun Life Financial and international Telecoms

- Change Management - deep knowledge and understanding of organizational change management principles and methodologies and organizational effectiveness methods and tools as developed through client projects in both technology and business environments globally.

- Management Consulting and Program Management at Research In Motion on various Customer Support Operation (CSO) support readiness projects for the CSO Shared Services organization, including the original launch of the CSO Language and Localization Program, Web 14, BlackBerry Business Cloud Services (Contrail) and the BB10 Tools, Systems and Portals stream within the CSO BB10 Support Readiness Program. Ontario Pension Board consulting with the delivery of a critical Board and CEO initiative to change the Service Delivery Model.

Web Customer Support and Banking initiatives Web Development Programs included the Customer Support applications for RIM Playbook, BlackBerry Cloud Services, BB10 Support systems including portal entries into different segments of the customer support channels. Vendor and Project Manager for Canada Post ePost Web Banking systems. (Bill Presentment and Payment). Canada Trust Web Banking, Vendor Management, negotiations for first successful client facing Web Banking application. Sun Life Financial Project Manager for multiple Web frontended solutions for customer support, including benefit submissions and claims processing. Ontario Pension Board vendor selection to development of Backend Web Application for employees and eventually customer access to Pension benefit and calculators

-- Senior Program Director for HRIS integration and outsourcing management including, payroll, benefits

administration, resource management and annual taxation management.

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PERSONAL ATTRIBUTES

“As a Leader, I am able to focus on the big picture, while managing the smaller components. I understand the skills required for each component, when to turn to the experts, and how to skillfully pull it all together with excellent results.”

Motivated and directed creative and innovative teams through many significant strategic projects and planning for over 25 years

Gained team respect by being a leader and then managing the team efforts according to skills and talents and then holding each team member accountable.

Chief Negotiator for several significant strategic alliances, partnerships and technology transfer agreements world wide

JEFFREY J. THOMSON, PMP466 Ashby Court

Waterloo, Ontario N2T 1H1Phone: 519-576-4168 jeffreythomson@sympatico.ca

- Senior Project/Program Director responsible for all aspects of the a project Life Cycle (PMBOK, Bates) and SDLC for the development and deployment of a multi-million dollar data provisioning software application and integration projects with multi-disciplinary teams which included Engineering, Professional Services Consultants, 3rd Party Developers, 3rd Party System Integrators, and client team members.

- Senior Project Director leading Professional Service Data Network Team members at multi-national Telecommunications companies in Argentina, Brazil, Canada, Italy, and the USA.

- Project Manager for numerous automation/integration projects in HRIS, Payroll administration Financial Administration, Manufacturing and Distribution environments. Responsibilities included; scope management, cost management, quality controls, issue, risks and change management as well as project resourcing

- PMO Director championing the documentation and implementation of a corporate Project Life Cycle and Project Managers’ Methodology Handbook Competency Centre for Syndesis Ltd. PM Handbook utilized and incorporated the PMI PMBOK practices and guidelines.

- Senior Programme Director for E-Commerce projects including Government to Business Internet E-Commerce Solution (MERX™); Business to Business Internet E-Commerce Product Development (VP I™ and Total Trade).

- Operations Supervisor for a critical RSP Management System.

RELATIONSHIP MANAGEMENT - Strong relationship management, team building skills, and able to work well with and through others across all levels

- Senior Partner during 8 acquisition / merge “due diligence" reviews, examining external technical liabilities (vendor agreements, IP limitations).

- Coached various teams in understanding Intellectual Property Management, Contract Negotiations during strategy planning and development stages of various projects

- Chief Negotiator for several international technology and strategic alliance negotiations ranging from $2.5M to $150M

CONTRACT MANAGEMENT - Authored and introduced a “Controlled Acquisition Program” (CAP) for 2 financial organizations, which exceeded their

internal risk management audits and met ISO 9000 elements 4.3, 4.6 and 4.1.

- Designed and facilitated over 25, multi-million dollar RFI/RFP, SOW projects including:- Government to Business Internet E-Commerce Solution (MERX™); Business to Business Internet E-Commerce

Product Development (VP I™ and Total Trade ™); Desktop Lifecycle Outsourcing and Business Recovery Services

INTELLECTUAL ASSET MANAGEMENT - Developed and managed the Knowledge Management Competency Centres at Syndesis to document internal processes

to improved communication and knowledge transfer and assisted with the protection of Intellectual Property

- Designed an “Intellectual Asset Management” process for Syndesis, Cebra and Canada Trust that aids in the identification and protection of corporate intellectual property, reuse modeling, knowledge management

Problem solving and root cause identification skills.

g) Strong analytic and decision making abilities.

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JEFFREY J. THOMSON, PMP466 Ashby Court

Waterloo, Ontario N2T 1H1Phone: 519-576-4168 jeffreythomson@sympatico.ca

CAREER HISTORY

TD Canada Trust – Sr Project Manager Consultant (Contract) July 2013 – Current

- Provided Project Management consulting services to 50+ million dollar program for FATCA compliance.- Working with Lines of Business (Wealth, Retail, Business Banking, and Securities) to create a central application to

consolidate and associate the client accounts and entities.

- Managing resource team of +50 onshore and offshore 3rd party Business Analysts, Developers, Testers as well as combination of TD employees.

- Transferred to the TD Wealth division to provide Project Management to this line of business (most complex) to successfully deliver the FATCA Release 1 solution on time and within approved Scope.

Ontario Pension Board (OPB) – Sr Project Manager Consultant (Contract) Oct 2012 – July 2013

- Management and Program Consulting for a Board initiative (PMA&P) which reported directly to the C Level Executives to operationalize an organizational service delivery program. This program entailed significant changes to the organization, people, technology and processes.

- Consulting to OPB involved aiding the organization strategically while also operating within the projects at a tactical level.

- Co-ordinating the evolution of Change Management within the organization to be a proactive initiative, especially within the collective agreement branches.

- Managing the government procurement process RFQ, RFI, RFP and RFQ for an open source web application and managed services contract to host the internal employee portal.

- Project Management consulting to upgrade the corporate ECM (Open Text) from an out dated version to the current vendor supported version.

- Management consulting to aid the organization's technology road map and strategy.

- Project Management consulting to initiate a HRIS design and planning

Research In Motion (RIM) Senior Program Management Business Consultant (Contract) Nov 2009 – July 2012- Business Support Management Consultant to RIM to assist with various Customer Support Operation (CSO)

projects and department design and developments.- Program Management of new initiatives including the integration, training, support programs of new product

releases with RIM Global Phone Channel Call Centres. Developed new Call Centre metrics to analyze implementation successes. Working with 3rd party vendors who supported the Call Centres.

- Consulting to the Shared Services Leaders in the design and initiation of the CSO Language and Localization Team - Consulting and Project Management of the Language and Localization of self service support (Web and

Electronic) and voice support for PlayBook into 23 languages.- Sr Business Program Management of CSO support for BlackBerry Cloud Services (BBCS) designed and

implemented the Program model for CSO BBCS projects initiatives- Consulting to the Shared Services Leaders in the design and initiation of the (Customer Network Operation Centre)

CNOC which enables internal coordination between CSO and BB Operations.- Consulting to the Shared Services Leaders in the integration of Global Learning Services and CSO Program

initiatives such as PlayBook , BBCS, BB10 and third party support partners. - Project management of the NFC Communications for banking operations and payment from the BlackBerry

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JEFFREY J. THOMSON, PMP466 Ashby Court

Waterloo, Ontario N2T 1H1Phone: 519-576-4168 jeffreythomson@sympatico.ca

phones (9900 and upward models)

Royal Bank of Canada (RBC) – Senior Project Management Business and IT Consultant (Contract) June 2008 – Oct 2009- Senior Project Manager within the Anti Money Laundering (AML) division initiatives included, Case Management,

Politically Empowered Persons (PEP) (+$5M), CDD for Thin Client and System Infrastructure, Transaction Monitoring Reporting (TMR).

- This role required the Sr PM to support the Business Unit, Compliance as well as IT. The focus was BU and Compliance.

- On the IT component led core teams of developers, Business System Analysts, and QA both on-shore and off-shore contractual resources, vendor resources as well as full time permanent employees in the development of operational applications.

- Responsible for the day to day operations of the Project team’s performance and the project analytics and communication reports.

SUN LIFE FINANCIAL Director Project Management, EPMO June, 2007 – April 2008

- Senior Leader on the Enterprise Project Management Office (EPMO) Leader Team responsible for Project Management delivery to all Enterprise Services Clients.

- Leading a core team of Sr. Project Managers to ensure that large projects ($1M – $40M) were managed professionally.

- Member of the management team introducing ITIL v3 program into SLF.- Responsible for directing, coaching, motivating, developing and managing performance of the Project

Management team and key employees. Fostering a consistent Information Technology identity, which sees the bigger picture and acts like one team.

SUN LIFE FINANCIAL IBAS, Director Business Management and Projects Jan 03, 2006 – June 2007

- Leader on the IBAS Leader Team responsible for Project Management and Business Management reporting to VP of Canadian Operations as well as Canadian CFO and HR VP.

- Directing the delivery of projects for Investments and Business Application Services (IBAS). Including HRIS (Cyborg HR conversion payroll administration ) JD Edwards benefits administration and taxation. Projects ranged from <1M to +25M. Ensuring that projects comply with the CNO Information Technology, Information Security, Business Continuity, and Project Management policies, procedures, and methodologies. Ensuring that project work is managed professionally, are on budget, and delivered on time.

- Developed the IBAS Resource Management processes utilizing the Changepoint functionality- Re-align and refocus the Project Management team to become more efficient and effective by targeting value-

add, customer/business partner focused services. - Actively managing expenses to provide cost effectiveness to the business partners. Providing transparency of

IBAS projects to business partners. Establishing and maintaining good working relationships with internal business partners

- Directing, coaching, motivating, developing and managing performance of the Project Management team and key employees. Fostering a consistent Business and Information Technology identity, which sees the bigger picture and acts like one team.

- Leading the Business Continuity (Red Team Leader), Crisis Management, and SOX (IBAS SOX Compliance Officer) efforts for Finance, HR, Business Support Services, and Investments to ensure the stability and recovery of the business through any business interruption.

- Ensuring that Investments and Business Application Services have Business Continuity and Disaster Recovery plans, that they are maintained and updated for all levels of application and processes.

- Leading the Investments and Business Application Service's Sox processes are maintained and are adhered to.

- Direct interact with the architect and baseline manager who have responsibility for specific technical, functional and operational areas.

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JEFFREY J. THOMSON, PMP466 Ashby Court

Waterloo, Ontario N2T 1H1Phone: 519-576-4168 jeffreythomson@sympatico.ca

SUN LIFE FINANCIAL Project and Program Management Consultant Aug 2004 – Dec 31, 2005- Provided Project Management and Program Management consulting services to SLF IBAS team for the

following projects; BAS SOX Phase 1, BAS BCP Project, BAS AR Phase 1 Project, IBAS 24/72 Project, IBAS AR Team Management Phase 2 Project, IBAS Nov. DR Exercise Project, IBAS GCC Compliance Project

- Provided Project Management consulting services to SLF ICE IT teams for a number of Web and Desktop development projects.

- Responsible for leading several teams of senior technical leaders and specialists in ICE through various new Marketing initiatives as well as IT system upgrade initiatives. Project initiatives spanned multiple Intersystem groups such RIDS, DCS, Life, SAS, HRIS JD Edwards to Cyborg customizations with integration to EDS and other 3rd party integrations.

- Responsible for employing and managing all phases and aspects of SLF PLC Methodology and development life cycle during projects under my management.

- Responsibilities also included Program Management reporting to Business leaders in Marketing and to the ICE IT PMO.

GREAT WEST LIFE/CANADA LIFE Project Management Consultant Dec. 2003 – May 2004

- Provided Project Management consulting services to Great West Life during the transitional integration of Canada Life into the Great West Life group.

- Responsible for leading several teams of senior technical and architectural specialists through various integration and conversion projects such VPN Implementation between Canada (Toronto, Winnipeg), UK (Isle of Man) Ireland and US. Anti-Virus, email and content filtering; inter-company connectivity, Lotus Notes conversion; DNS Architecture and Implementation.

- Integration matrix was complex spanning 5 companies in 4 countries (Canada, US, UK, Ireland)- Responsible for employing and managing all phases and aspects of Great West Life’s Project Management

Methodology and SDLC Methodology (Business Req’s, System Architecture, Implementation Strategies, Acceptance Criteria, Functional Integration Testing, User Acceptance Testing, Rollout and Transition to Production) during the integration projects.

SUN LIFE FINANCIAL Business Management Consultant 2003 – Dec. 2003

- Provided Management Consulting services to Sun Life Financial – Real Estate Department during their transitional integration program. (Clarica to Sun Life Financial)

- Responsible for leading a team of 9 “Project Managers” located in 3 separate regions across Canada in the development and implementation of integrated Best Practices for the 9 different function units

- Designed and managed the development of new Policies, Operating Guidelines and Business Processes for the Real Estate functional units, using a “bottom up” methodology.

- Led the Senior Management Leadership Team through the review and approval process.- Integration effort was completed on-time and within the forecasted budget.

SYNDESIS LIMITED Senior Project Director - Global Professional Services 2000 – Dec. 2002

- Senior Project/Programme Director responsible for delivery to International Telecommunication companies a Level 1 Critical Data Network application and service. Directly responsible for all aspects of the Project Life Cycle and Software Development Life Cycle for the development and deployment of a multi-million dollar data provisioning software application (NPA , CPC) projects for multi-national and multi-site (Tier 1 and Tier 2) Telecommunication companies (Argentina, Brazil, Canada, Italy, and the USA.). Including leading change management exercises with clients to understand the impacts of the projects to people, technology and processes.

- Senior Project Director responsible for the integration of NPA into other client core applications and planning the decommissioning of legacy provisioning applications. This included the managing the re-distribution of corporate assets and other resources, as well as re-defining other legacy financial management applications (billing, asset management tracking applications).

- NPA implementations required asset management skills in order to aid the client in the re-distribution of

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JEFFREY J. THOMSON, PMP466 Ashby Court

Waterloo, Ontario N2T 1H1Phone: 519-576-4168 jeffreythomson@sympatico.ca

assets and resources across multi-site locations, by identifying over/under asset allocations across the entire network (100’s of Central Offices).

- Responsible for managing multi-disciplinary and cross-functional teams (from 20-50) that included Engineering, Professional Services Consultants, 3rd Party Developers, 3rd Party System Integrators, and Client team members, Unionized employees and Union Representatives.

- Responsible for managing cohesive on-site and off-site development and implementation teams.- Responsible for training Telecom’s Call Center support staff with the LDS teams. - Responsible for managing the Network Operation Centre (Provisioning) for Telecom clients in a full delivery

outsourcing arrangement model. - Responsible for designing and conducting the transition of service delivery to the clients and/or their

representatives.- Responsible for managing Proof of Concept Sales Initiative teams for strategic clients.- Responsible to C Level Management and project Sponsors for managing the Scope, Timelines, Budget, Risk and

Issue Management and Escalation for the deliverables on individual as well as multiple projects.- Responsible for providing Senior Management and Project Sponsors with weekly Progress Status Reports, Budget

Analysis, and Resource Planning for the deliverables on individual as well as multiple projects.- The application projects were deemed strategic by the client's senior management for the product managed the

extremely complex data networks (ADSL, ATM, Frame Relay< Optical, IP VPN, etc.) and equipment modules supporting Nortel, Lucent, Cisco Routers, DSLAMs, Marconi, Junipter, etc.

- Project Management Office Director champion for the documentation and implementation of a corporate Project Life Cycle and Project Managers’ Methodology Handbook Competency Centre. Managing scope management, cost management, quality controls, issue, risks and change management as well as project resourcing and statements of work for multiple projects. PM Handbook followed the PMBOK practices and guidelines.

- Developed and managed the Knowledge Management Competency Centres at Syndesis to document internal processes to improved communication and knowledge transfer between development and deployment teams.

- Created Statements of Work for Professional Services and Requests for Proposals for products and services

CEBRA INC. Programme Director - Vendor Relations 1998 – 2000

- Responsible for developing and maintain relationships with 3rd party developers, consultants, system integrators.- Responsible for all Risk and Issue Management as related to 3rd party development and consulting. - Provided senior management for E-Commerce project related Escalations from junior Project Managers.- Primary negotiator and manager for all technology transfer licenses, strategic alliances and development

arrangements.- Responsible for the design and management of all RFI and RFP's as issued by Cebra including; Government to

Business Internet E-Commerce Solution (MERX™); Business to Business Internet E-Commerce Product Development (VP I™ and Total Trade ™); Desktop Lifecycle Outsourcing and Business Recovery Services

- Developed an Intellectual Asset Management Program and managed vendor relations for 100+. - Member of company’s Management Team for ISO 9001 Certification and responsible for designing and

documenting the policies and procedures with respect to 3rd party vendor interactions (ISO elements 4.3, 4.1, 4.6).- Performed the role of Internal ISO Auditor.- Developed and managed the Y2K Vendor (Technology Vendors) Certification Programme.- Project Management of the ePOST bill presentment Web program to enable banking operations through Canada

Post.

CANADA TRUST FINANCIAL SERVICES Senior Manager - Contracts Management 1995 – 1998

- Developed the Contract Management Department for the Banking and Information Services Division. Responsible for Departments Budget Planning and management.

- Designed and developed the Standard Contracts for all technology acquisitions, licensing, consulting arrangements.

- Primary Negotiator for all technology negotiations ranging from $3 - 100 million, reported to senior management from all divisions within the Canada Trust Financial company during negotiations.

- Interacted with both in-house Legal and external Law Firms.- Manager of the Contracts Management Team with responsibility for managing 6500+ technology transfer licenses

and other intellectual assets.- Provided Negotiation Training seminars for managers on Negotiation Strategies and also for Corporate Intellectual

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JEFFREY J. THOMSON, PMP466 Ashby Court

Waterloo, Ontario N2T 1H1Phone: 519-576-4168 jeffreythomson@sympatico.ca

Property Protection.- Developed and managed the Y2K Vendor (Technology Vendors) Certification Programme.

EMI MUSIC CANADA Information Technology Manager 1990 – 1995

- Responsible for the architecture, development and implementation of the technical infrastructure processes procedures to automate cost-efficient internal programs for the Canadian Manufacturing, Distribution and Administration Operations.

- Project Manager for the design and implementation of various automation projects including; Intelligent Distribution System (JD Edwards Carousel); CD Manufacturing Operations (hardware/software and installation),;Special Imports Systems (SIS); Intelligent Shipping system to determine best shipping routes (ROI was 2 months); International Graphics File Transfer System (Project Rainbow) using ISDN.

- Senior member of International Corporate LAN Standards, Policies and Procedures Committee- Appointed EMI’s representative to the Canadian Recording Industry Association’s EDI Committee

THOMAS COOKE Project Manager / Consultant (Contract) 1990 – 1990

- Managed systems and operation integration of Thomas Cooke and Drake Foreign Exchange after hostile takeover- Completed contract in 5 months integrating various platforms on time and under budget- Integration include physical inventorying of assets between both organizations and the integration of trading

applications.

MANULIFE FINANCIAL Consultant (Contract) 1988 – 1990

- Managed 5-person systems operations team for 150 user PC LAN application with interconnectivity to IBM 3090 Mainframes for RSP season sensitive products on a 24/6 run cycle

- Created Operations Policies and Procedures, liaising with development, test staff and primary end-users- Managed the conversion project of the operations of SMS from PC LAN platform to the corporate mainframe.

NCR CANADA Ltd. Buyer /Materials Planner 1984-1985- Non-production Buyer Analyst responsible for all R&D sourcing, negotiations and final purchase arrangements. - Sourcing activities required direct contact with R&D engineers and numerous vendors around the world. - Contracts negotiated ranged from Hardware, Software, Commodities, Consulting, Maintenance and Facilities

Management

PROFESSIONAL DEVELOPMENT

UNIVERSITY OF WATERLOO - 1987 - Environmental Studies: Geography

- PMI, PMP Certified 290960 Sept 19, 2005- American Management Association’s Project Management Courses - ISO 9000 Internal Auditor Course- Bell Canada Seminars (ISDN, MicroLink, Internet Servicing, etc.) - IBM A51400 Management Course- 5 Life Office Management Association Courses - Various Project Management software apps.- Northern Telecom Telecommunications PBX Development Course Meridian Systems Options 11 & 21- Seneca College DSL, Broadband courses.

Professional Memberships: Project Management Institute (PMI), Canadian Information Processing Society * Licensing Executive Society International * Invited to speak at conferences on “Licensing In the Net Economy; Issues Effecting Internet E-commerce Trading” in Edinburgh, Scotland (1998); Melbourne, Australia (1999) and Amsterdam, and The Netherlands (May 2000) .

Incorporation – JT Project Management Consulting Inc. – 2003

REFERENCES FURNISHED UPON REQUEST

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