thomas pfeiffer resume 2017

THOMAS PFEIFFER414.651.7931

tpfeiffer@berkshire-consulting.com

CAREER SUMMARY

A versatile information technology management professional with experience delivering quality business and technology solutions in a variety of industries and environments. Performed in many roles including Project Management Consultant, Information Systems Director, Service Delivery Manager, and Enterprise Application Architect. Experienced in driving the implementation of Internet, client/server, mainframe, network / infrastructure and multi-platform technologies. Expertise in a wide a variety of methodologies ranging from Waterfall to Agile Scrum.

Project Initiation, Planning, Execution, Control, and Conclusion

Technology Portfolio Governance Planning and Budgeting Service Delivery Management Software Package Selection and Implementation Requests for Information and Proposals

Enterprise Application Architecture Application Development Management Third Party Services and Processing Client Management and Conversions Network / Infrastructure Management Business Continuity Planning Vendor Management Communication and Change Management

INDUSTRY APPLICATION EXPERIENCE

Consulting Services Project and Program Management, Service Delivery & Engagement Management, Practice Development, Resource Management, Business Development Support

Insurance Client Online Experience, Life, Annuity & Investment Products, Property and Casualty, Guidewire Policy Center 7.0, Agent Portal, Enterprise Data Warehouse & Real Time Data Services

Securities Industry DOL Fiduciary Rule, Correspondent Clearing Services, Trading & Order Management, Broker Workstation, Business Continuity Planning, Data Center & Facilities, Managed Accounts Operations Planning, BETA Systems, Eagle PACE / Portal, Mutual Fund Services

Manufacturing Global M&A Conversion / ERP Systems Cutover, ERP Evaluation and Selection

Banking Customer Relationship Management, Call Center, Branch Automation, Lending, Credit Collections, Foreign Exchange, Mortgage Fulfillment, Enterprise Application Architecture & Integration, FIS Applications

Distribution Shipping & Receiving, Inventory Control, Order Processing, Warehouse Management, EDI, Freight Manifest

Human Resources Payroll, Benefits Administration, Flexible Spending, Ultipro HR / Payroll, Kronos Time & Attendance, Lawson Employee Self-Service

Healthcare Supply Chain, Distribution, Group Purchasing, Human ResourcesPublic Accounting Audit Tools and Technology, Caseware Working Papers, Clarity

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PROFESSIONAL EXPERIENCE

Berkshire Consulting, LLC 9/2005 – PresentSr. Project Management Consultant

Northwestern Mutual 4/2016 – 12/2016

Program Manager leading an effort to ensure the client's Brokerage, Advisory and Wealth Management divisions comply with a recent Department of Labor ruling. The ruling expands the definition of what constitutes "investment advice" and addresses potential conflicts of interest by financial fiduciaries. Role consists of driving Solution Delivery Planning across the client’s Brokerage, Advisory, Retirement Plans, Annuities and Life Employee Benefits products. Identifying impacts and solutions to product design, planning and sales operations and compliance functions.

Johnson Controls International 4/2015 – 2/2016

Successfully delivered as Global Conversion and Cutover Manager to complete a joint venture / divestiture of Automotive Interiors division. Led planning, execution and stabilization for legal entity restructuring of over 30 manufacturing sites in U.S., Canada, Mexico, Europe and Asia. Led wave conversion planning of legal entity separation activities as part of the company’s $22 billion Automotive Experience Division spin-off.

Northwestern Mutual 6/2012 – 4/2015

As Sr. Project Manager on an initiative to modernize the client’s Internet presence, drove definition and delivery of product features across core teams, brokered teams and external vendors. Specific areas included investment product strategy and site integration, business application architecture, client service and support model. Led an effort with investments technology, data warehousing and an external vendor to drive 2 days of latency out of reporting and client-facing site information.

Sentry Insurance 12/2009 – 6/2012

As Sr. Project Manager, drove teams engaged in the client’s legacy systems replacement initiatives across two major releases. For the client’s Transportation division, directed the team responsible for the client’s proprietary rating engine, as well as the integration to Guidewire Policy Center 4.0. Directed 2 onshore, and 2 offshore teams supporting planning and migration of the client’s Standard Business Products and Dealer Operations divisions to Guidewire Policy Center 7.0.

Northwestern Mutual 11/2009 – 12/2010

As Sr. Project Manager, led project teams in the Enterprise Data Shared Services group. As a group we brokered services to enterprise projects providing data warehousing and data mart solutions, and real-time data access services to core applications.

CUNA Mutual Group 8/2009 – 11/2009

As a consultant, performed high-level project assessments and developed business cases for the client’s 2010 planning and prioritization.

Northwestern Mutual 3/2008 – 6/2009

As Sr. Project Manager, completed all business process change activities for the mutual company’s home office migration from PeopleSoft to Ultipro for their Human Resources and Payroll functions. Led the team responsible for business process definition and documentation, software application configuration and customization, payroll parallel processing, end-user training, and enterprise-wide change management.

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RSM McGladrey, Inc. 9/2005 – 3/2008

As Program Manager, successfully completed the integration activities resulting from the acquisition of a public accounting firm. The project covered integration of internal business systems, audit and tax technologies, communications networks and physical locations. The resulting company has over 9,000 professionals.

As Sr. Project Manager, successfully led the transition of the methodology and tools used by over 4,000 audit professionals in the firm. The migration included automation of risk-based audit planning steps, and movement of the technology platform from Lotus Notes to a Web-based enterprise platform that integrates with Caseware Working Papers. We were the Beta client with Caseware as they enhanced the architecture of their product to match Lotus Notes replication capabilities.

US Bancorp 6/2004 – 9/2005Development ManagerResponsible for a team implementing and supporting applications used by the US Bancorp’s Mutual Fund Services Division. Business areas supported included Fund Accounting, Fund Administration and Transfer Agency. US Bank provides these services as a third-party to approximately 150 mutual fund family clients. Applications are distributed across multiple platforms and technologies.

Berkshire Consulting, LLC 10/2000 – 6/2004Sr. Project Management Consultant

Bank of New York Clearing Services 10/2000 – 3/2003

As Program Manager, successfully led completion of the acquisition and conversion of a correspondent-clearing firm. The client acquired a clearing firm servicing approximately 80 broker / dealer correspondent customers representing over 100 office locations. The project required back-end systems conversions, migration of the correspondent network and infrastructure, and integration of front-end Web based and client/server applications into the client’s technology environment. The project required coordination across four corporations. Responsibilities included establishing and implementing the overall project management methodology and ongoing project execution. Reported to the Executive Steering Committee chaired by the CEO and made up of the top-level executives from the five corporations involved.

Completed a systems consolidation effort involving evaluation of various trading and order management platforms. Project resulted in the elimination of an internally supported system at a significant annual cost savings to the client.

Directed a coordinated Business Continuity Planning project including Business Impact Analysis, Business Facilities analysis and Data Center co-location. Managed internal teams and vendor relationships to develop a combined strategy and plan for a client in the securities industry

ProHealth Care 6/2003 – 2/2004

As Program Manager, completed an enterprise-wide implementation of the Kronos Workforce Central Time and Attendance platform for a regional healthcare organization with multiple hospitals and clinics.

Led the planning and initial implementation stages for a Lawson Human Resources Self-Service application for a regional healthcare organization.

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Stratagem Consulting, Inc. 7/1997 – 10/2000

Service Delivery Manager

As eBusiness Solutions Manager for a regional mid-western consulting company, led business solutions formation, subject matter sales support, hiring, resource management, service delivery management and profit / loss at the practice level.

Engagement Manager

Managed high visibility consulting engagements for a regional Midwestern-consulting firm. Accountable for the overall management and success of solutions based consulting engagements. Additional duties included staff resource management and subject matter sales support.

Consorta

As Engagement Manager, completed a technology infrastructure and business application development project for a heath care group purchasing organization. Responsible for overall budget of approximately $3 million reporting directly to the client’s Executive Steering Committee. A major percentage of the project was dedicated to development of Internet applications to support the client’s eBusiness direction.

Milwaukee Public Schools

Performed Management Quality Assurance over a PeopleSoft HR / Payroll / Benefits Administration implementation for this large government organization with over 18,000 employees. The project had an overall budget of approximately $8.5 million. Participated on the client’s Policy Committee to review and make recommendations related to major project deliverables and decisions.

Northwestern Mutual

Performed as Lead Architect to complete the design of an enterprise client information solution. Key aspects of the design centered on the “two-phase commit” requirements of multi-platform business update transactions.

Schwaab Stamp

As Consultant, completed an overall systems and technology assessment. Delivered presentations to executives describing the current environment, key issues and business requirements, with recommendations for both short and longer-term technology initiatives. The recommendations led to the selection and implementation of a new technology infrastructure and the purchase of an ERP application suite.

The Berrington Group

As Project Manager, completed a package selection project for this third-party administrator of flexible benefits plans. Led the RFI / RFP process to identify vendor short-list. Directed consultants and client staff through the vendor solicitation, package evaluation and selection, and final procurement. The platform and software was chosen to replace the core applications used to administer flexible benefit plans on behalf of their clients. DDN Pharmaceutical Logistics 3/1996 – 7/1997

Director of Information Systems

As Director, drove technology-related initiatives for a provider of third-party distribution services to the pharmaceutical manufacturing industry. In-house systems provided order processing, inventory control, warehouse management, and distribution processing. Data synchronization with manufacturer’s systems was supported through Electronic Data Interchange.

Led the implementation and support of a Wide Area Network spanning three locations including the implementation of office productivity software and electronic mail across the company.

Completed the implementation of company-wide Internet connectivity for electronic mail and Internet access.

Documented and implemented methodologies for managing and aligning the IT project portfolio with business priorities.

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Directed the RFI / RFP process for selection of a mid-market ERP application.

M&I Data Services (FIS) 7/1988 – 3/1996Sr. Project Manager

Completed the initial development phases of a Financial Banker Insight product, a universal desktop for financial institution customer service call centers and branch sales automation.

Led the design, development, implementation and support of a Message Broker product. The software acted as an object request broker for integrating business applications with multiple platforms based on “message oriented middleware” architecture.

Completed the definition, design, development, implementation, and support of an Inquiry Generator product that enabled end-user development of custom screens without programming intervention.

Directed the definition, design and development of a Relationship Packaging System. The product was developed to enable banks to dynamically configure and maintain pricing based upon a customer’s total account relationship with the institution.

Led the development, implementation, and support of a Credit Collections System. The product was targeted at high-volume collections call center operations, and included interfaces to telephony products for automated outbound call management.

Computer Task Group 11/1987 – 7/1988

Systems Engineering Consultant

As Consultant, completed analysis, design and development projects for an agricultural information services company and a large packaged goods manufacturer.

M&I Data Services (Metavante Corporation) 1/1985 – 11/1987

Systems Analyst and Developer

As Lead Analyst, completed the definition, design and development of a Foreign Exchange System for the bank’s international division. Performed as lead support person for a Payroll System that was run as a service for over 1000 corporate customers of the bank.

EDUCATION

Bachelor of Business Administration – Management Computer Systems

University of Wisconsin, Whitewater (1984)