brian durkin resume - july 2016

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Brian Durkin PMP, I.S.P, C.I.M, ITCP [email protected] +1 780-499-4733 INTP Consultants Inc. Page 1 June 2016 PROFILE Brian Durkin PMP, I.S.P, C.I.M, ITCP Brian's focus is to assist his clients attain their desired outcomes from the initiatives they undertake. He contributes to enabling the actual benefits from operating the solution over a period of time, not just the successful implementation of the solution. Brian Durkin is a cofounder and partner of INTP Consultants. He has many years of experience in: Procurement consulting; Project management; Business analysis and consulting; Business process design and improvement; and Information systems development and implementation. Brian has been involved in all stages of project delivery, business analysis, and procurement projects. He has led and managed projects of various sizes for a variety of public and private organizations. Brian has excellent communication skills (verbal, written and facilitation). He is experienced and comfortable working with front-line workers, managers and executives. Brian typically employs a team approach to enable smooth project progress using techniques such as focus groups. Brian has extensive experience in managing and leading selected large and strategic consulting assignments, such as: Direction, coordination, leadership of multiple product/service vendor activities on behalf of clients to successfully achieve project goals; Provision of innovative, workable strategies and solutions to meet business needs and outcomes; Developing procurement strategies and vendor management operating guidelines; Management, coordination and guidance of procurement processes for successful selection and contracting (in a number of some cases, long term support contracts); Supervision and participation in product assessments, evaluations, selections and implementation; Preparation of detailed project plans and definition of methodological approaches to give clients a realistic roadmap to attain their business goals; Facilitation of group sessions to effectively use senior work teams in the definition of their business needs or the resolution of outstanding issues; Management, coordination and guidance of system development life cycle phases for system integration projects; Supervision and oversight of team members and stakeholders working together through projects to produce business results. Brian has demonstrated his commitment and dedication to his profession by attaining the following designations: Project Management Professional (PMP) Information Systems Professional (I.S.P.) Canadian Institute of Management (C.I.M.) Information Technology Certified Professional (ITCP)

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Brian Durkin PMP, I.S.P, C.I.M, ITCP

[email protected] +1 780-499-4733

INTP Consultants Inc. Page 1 June 2016

PROFILE – Brian Durkin PMP, I.S.P, C.I.M, ITCP

Brian's focus is to assist his clients attain their desired outcomes from the initiatives they undertake. He contributes to enabling the actual benefits from operating the solution over a period of time, not just the successful implementation of the solution.

Brian Durkin is a cofounder and partner of INTP Consultants. He has many years of experience in:

Procurement consulting;

Project management;

Business analysis and consulting;

Business process design and improvement; and

Information systems development and implementation.

Brian has been involved in all stages of project delivery, business analysis, and procurement projects. He has led and managed projects of various sizes for a variety of public and private organizations.

Brian has excellent communication skills (verbal, written and facilitation). He is experienced and comfortable working with front-line workers, managers and executives. Brian typically employs a team approach to enable smooth project progress using techniques such as focus groups.

Brian has extensive experience in managing and leading selected large and strategic consulting assignments, such as:

Direction, coordination, leadership of multiple product/service vendor activities on behalf of clients to successfully achieve project goals;

Provision of innovative, workable strategies and solutions to meet business needs and outcomes;

Developing procurement strategies and vendor management operating guidelines;

Management, coordination and guidance of procurement processes for successful selection and contracting (in a number of some cases, long term support contracts);

Supervision and participation in product assessments, evaluations, selections and implementation;

Preparation of detailed project plans and definition of methodological approaches to give clients a realistic roadmap to attain their business goals;

Facilitation of group sessions to effectively use senior work teams in the definition of their business needs or the resolution of outstanding issues;

Management, coordination and guidance of system development life cycle phases for system integration projects;

Supervision and oversight of team members and stakeholders working together through projects to produce business results.

Brian has demonstrated his commitment and dedication to his profession by attaining the following designations:

Project Management Professional (PMP)

Information Systems Professional (I.S.P.)

Canadian Institute of Management (C.I.M.)

Information Technology Certified Professional (ITCP)

Project Experience

INTP Consultants Inc. Page 2 June 2016

Alberta Human Services Sep 2015 – current Reference 82 Project Manager/Procurement Specialist/Research and Business Analyst

Procurement Specialist (PS): Manage/refine/complete Application Maintenance Services (AMS) procurement (RFP/evaluation plan development; facilitate evaluation/selection; documentation).

PS: Created an IT Sourcing Strategy document to address Audit comments. Included: Objectives, Principles, Measurements, Options, Governance, Evaluation steps, tools and templates.

PS: Manage/draft Infrastructure Operation Services (IO) procurement (RFP/evaluation plan development; documentation) until external forces changed the approach.

Business Analyst (BA): Assisted in defining solutions to address new factors, conducted gap analysis, closed gaps with appropriate solutions including procurement where necessary.

BA: Research into various IO approaches (e.g. IaaS, PaaS, DRaaS, SaaS type service options) including appropriate contracting (responsibilities, scope, service levels, payment schedules/options).

Alberta Municipal Affairs – Alberta Emergency Management Agency Jul 2013 – Mar 2015 Reference 81 Project Manager/Procurement Specialist/Research and Business Analyst

BA: Defined operational aspects to assigning work items to the pre-qualified contractors through a Statement of Work process as part of the agreements.

BA: Involved in developing the strategy to repatriate case documentation. Researched options for case management and document repository capabilities. Included a degree of SWOT analysis.

PS: Provided strategic sourcing and procurement facilitation and advice to develop (inception through publication and evaluation to selection/contract) a number of RFPs and PQRs for specialist services and resources. These resources will be invoked quickly on declaration of a disaster event.

BA: Required requirements definition and establishing procurement strategies to address the needs. BA: Proposed and documented process and templates for statement of work steps. Project Manager (PM): Developed plans, schedules, monitored progress, reported status/progress,

managed scope/changes, documented project results. BA: Wrote, or contributed, to numerous briefing notes.

Alberta Human Services Jan 2014 – Jul 2014 Reference #80 Project Manager/ Procurement Specialist

PM: Client-based programs require the implementation of information accountability (IA) roles and responsibilities to enable business and support stakeholders to ensure information is trustworthy and supports service excellence. The Information Management (IM) Program of the Ministry is assisting both programs and the CSA Initiative in implementing these accountabilities through the development and implementation of an appropriate information governance model.

PM: Project manage, consult and direct processes to procure services through RFP and procurement documents, for this IM/IA governance.

PS: Liaised with Business Finance Representatives for requirements, evaluation criteria and distinguishing characteristics.

PS: Liaised with Common Service Access, Corporate Finance and Legal Services, coordinate approvals from business representatives and any revisions required.

Service Alberta Jul 2013 – Jul 2014 Reference #79 Procurement Specialist/Business Analyst/Facilitation

BA: Instrumental in developing the Strategic Services Integrator functions, for oversight of multiple contracts/vendors to ensure consistency and continuity of processes and relationship building. Assisted senior levels derive appropriate vision/strategy.

BA: Instrumental in developing Outcomes, associated Service Levels and Payment Schedules. BA: Performed research through an environmental scan of Alternative Sourcing Delivery used by

other provinces. Included a degree of SWOT Analysis as they pertain to application to the GoA, PS: Provided procurement specialist services, related to large Outcome Based procurement suite of

RFPs. Drafted RFPs, Responsibility Matrices, Evaluation Plan and Evaluation Criteria.

Project Experience

INTP Consultants Inc. Page 3 June 2016

Facilitation (Fac): Facilitated the development with Procurement Services, Legal, CIO, IT, Risk Management, Information Management and Security.

BA: Involved in the strategic visioning of possible alternative MOVES Renewal Modernization solutions (replatform, rewrite, COTS solution, complete outsourcing).

PS: Drafted an RFP for MOVES Renewal Modernization initiative, current assessment. This involved understanding the directional intent, issues, risks, options in order to adequately describe the requirements. Also drafted the evaluation criteria and evaluation plan.

BA: Wrote, or contributed, to numerous briefing notes.

Alberta Municipal Affairs – Southern Alberta Flood Recovery Task Force 2013 Reference #78 Procurement Specialist/Facilitation

PS: Provided strategic sourcing and procurement advice to the task force. Facilitation (Fac): Facilitated use of Transportation’s PQR for the Task Force purposes, to save

time/effort/money.

Alberta Municipal Affairs – Alberta Emergency Management Agency Jul 2012 – Mar 2013 Reference #77 Project Manager/Procurement Specialist/Research and Business Analyst

BA: Involved in developing the strategy to change the Disaster Recovery Program operations. BA/Fac: Performed and facilitated a full jurisdictional research (from organizations across Canada

and around the world) to identify the best target operational model, operation processes and tools for case management and information management, plus procurement strategy, based from conducting an RFI where the responses were limited. Included a SWOT analysis.

BA: Outline current operations and gaps along with potential resolutions. PM: Part of the procurement and review and strategy was for the IT component with various options

to provision the required IT and IM services. BA: This research and associated facilitation, consultant and advice were focussed on eventual

operational outcomes. The results were used at the DM and Minister levels. PM: Oversight on a performance measurement and outcomes identification and requirements. PS: Provided procurement specialist services, conducted 2 RFPs through to selection/contract. PM: Developed plans, schedules, monitored progress, reported status/progress, managed

scope/changes, documented project results. PM/BA: Wrote, or contributed, to briefing notes.

Alberta Human Services Jan 2012 – Nov 2013 Reference #76 Project Manager

PM: Oversight of multiple projects, and the combining into one, by an INTP project manager for Occupational Health and Safety (at the time part of Human Services). Included setting the strategy for, the implementation of, and the launch of additional compliance

tools to be used with the public (individuals and corporations). Public consultation and information sessions were conducted.

Included the IT strategy for support for ticketing, with the resulting solution being an extension to another system and associated interfaces with contract models and Justice’s JOIN application.

Included the oversight of development and implementation of the IT enablement. Included the related instruction of processes, changes to processes, additional “peace officer”

training, training to address different conflict situation caused by the launch and use. PM: Member of the Steering Committee, including ADM. To provide advice, to the vision and to

ensure the project met the overall needs and outcomes.

Alberta Human Services (Common Service Transformation Office) Sep 2011 – Sep 2012 Reference #75 Project Manager/Procurement Specialist/Business Analyst

PM: Provided advice and assistance to senior levels within the group and with the business stakeholders regarding the vision, strategy and operational implementation impacts.

PM/PS: Project manager and procurement specialist for 4 separate Requests For Proposals (RFPs).

Project Experience

INTP Consultants Inc. Page 4 June 2016

PM: Developed the project plans, communication plans, RFPs, respective evaluation plans and evaluation criterion with appropriate scoring mechanisms.

PS/Fac: Coordinated the Evaluation Team consensus and documented the results. Performed reference checks and attended debriefs.

PM: Managed and led a project/procurement (1 of the RFPs) to engage a service provider from the market place to perform an IMT System Review of current application supporting the business programs and propose an appropriate framework and IT Strategy. Led members of the CSTO team to strategize various IM/IT options for possible solutions to enable a well defined RFP and evaluation criteria.

PM: Project manager for the financial and workforce analysis project. Developed the RFP (another 1 of the RFPs) to engage the service provider. Oversaw the consultant company team and connect with consulting project manager and business stakeholder governance levels, attended and represented the results at the ADM Committee. A SWOT analysis was included. PM: Needed involvement in the business function/process harmonization to procure for the

correct scope and manage the analysis according to the direction of the initiative. PS: Provided procurement specialist and project management services to develop the first Results

Based Budgeting RFP to be published by the GoA (another 1 of the RFPs). Coordinated and documented the evaluation and selection, through an evaluation team. Reported to and advised the ADMs.

PS: Provided procurement specialist and project management services to develop the RFP for Outcomes/Performance Management (the other 1 of the RFPs). Coordinated and documented the evaluation and selection, through an evaluation team. Reported to and advised the ADM.

PM: Project manager for the development of a critical consolidated results reports to present the results of the initiative and formulate future implementation activities.

BA: Gathered requirements for all procurement requirements with varied and diverse stakeholders. PM/BA: Wrote, or contributed, to numerous briefing notes.

ATB Financial Jun 2010 – Sep 2011 Reference #74 Project Management Consultant/Facilitation

PM/Fac: Project management and resourcing management consulting and facilitation to the members of the large project to implement new ERP financial components GL, AP, FA and interfaces from banking system to the GL.

PM: Assisted/mentored in development of business plans, program plans, strategic plans, tactical plans, operational plans, communication plans and road-maps

PM: Provided advice to the senior finance department executive and service providers via suggestions & recommendations on approaches to accomplish various project elements.

Alberta Appeals Commission Feb 2010 – Nov 2012 Reference #73 Project Director

PM: IT Strategy(izing) to determine possibilities and potential requirements, costs, benefits, impacts and risks in the business case and for the RFP.

PM: Member of the Steering Committee, including Commissioner to provide advice to the vision, initiative and to ensure the overall needs and outcomes were met. Reported to the Commissioner.

PM: Oversight (Project Director) for the project to identify requirements, SWOT Analysis and implementation strategy for a new Case Management system, including components to cover the total business of the commission.

PM: Oversee the development of business functions/processes in a new way to bring together the offices, stakeholders and case managers to formulate an ICT design for the cases, scheduling and document management.

PM: Included current assessment, future state description, strategic plan, business case, RFP development, vendor management and implementation.

Project Experience

INTP Consultants Inc. Page 5 June 2016

Alberta Employment and Immigration Apr 2010 – Aug 2010 Reference #72 Project Manager

PM: Technical Project Manager (developing plans and roadmaps) for a project to collect health and safety data.

The data would be collected from industry through a 3rd party. The ministry would glean aggregate data from the details collected.

PM: Created an outline for the 3rd party to follow when submitting an application for the funds. The ministry provided funding to the 3rd party to cover some development and support costs.

PM: Managed the pilot testing and implementation to prove the first modules so that further funding was released.

Alberta Employment and Immigration Oct 2009 – Feb 2010 Reference #71 Project Manager/Procurement Specialist/Business Analyst

PM: Project managed the procurement of Redaction Software for the Information and Privacy Office. BA: Gathered requirements for the solution, and incorporated into the RFP for the Redaction

Software. PM: Included IT strategy for addressing redaction and FOIP requests. PM: Ensured that strategy was covered and provided in the selected product and implementation.

PS: Developed the evaluation plan and evaluation criteria with the business area. PS/Fac: Facilitated and coordinated the development of the evaluation criteria, and the evaluation by

the evaluation team, and document the results. PM: Connected with, and reported to, the Ministry’s Information Privacy Officer.

Alberta Justice Sep 2009 – Apr 2010 Reference #70 Project Manager/Procurement Specialist/Business Analyst

PM/PS: Project management and procurement specialist to design an ICT procurement strategy for JIMS, reporting to the Executive Director.

BA: Reviewed JIMS documentation (vision, mission, business case, etc.) to outline the required outcomes, with SWOT analysis of those alternatives. Provided advice, validation and sought clarification to vision, mission, objectives, ICT Strategies, outcomes and possible impacts/risks.

The initiative was to maintain the multiple COTS software that delivered harmonized and optimized business processes for Alberta Justice and the Courts. It was to deliver improved access to justice for all citizens of Alberta and external stakeholders in support of fair and accessible civil and criminal justice system.

PS: Created a Request for Pre-Qualification, with associated evaluation criteria and evaluation plan, published the RFQ and reviewed responses.

Project postponed due to review of governance and future directions.

Alberta Employment and Immigration Jun 2009 – Aug 2010 Reference #69 Project Manager/Procurement Specialist/Business Analyst

PM: Managed the development of, and wrote the RFP, evaluation plan and the evaluation criteria for the next (see reference #37 below) Application Maintenance and Development Service contract.

BA: Gathered and understood changes to business requirements and business support needs. PM: Confirmed the IT Strategy and revised it where necessary, for the contract term PM; Outlined how the contract roles/responsibilities and operational management worked to

implement the IT Strategy across the services. PS/Fac: Facilitated and coordinated the evaluation by the evaluation team (multiple business areas

involved), and document the results. PM: Reported to the CIO.

Project Experience

INTP Consultants Inc. Page 6 June 2016

Alberta Children and Youth Services Feb 2009 – Mar 2009 Reference #68 Project Manager/Procurement Specialist/Facilitation

PM: Project managed the “expedited” development of, and wrote the, RFP for a major application development using the Cúram Case Management product.

Included adjusted plans, communication plans, roadmaps for all stakeholders as this expedited procurement project completed in 2 months, normally 6+ months to undertake one of these projects.

PS/Fac: Facilitated and coordinated the development of the evaluation criteria, and the evaluation by the evaluation team (multiple areas), and documented the results. Senior cross ministry management were part of the evaluation team (ADM, CIOs).

PM/Fac: Expedited procurement project, requiring expressed participation and contribution from Procurement Services and Legal to review and approve the publication, in a much shorter time than usual.

Alberta Sustainable Resource Development Jan 2009 – Aug 2009 Reference #67 Project Manager/Business Analyst

PM/Fac: Facilitated and designed a revised IT Governance structure with strategic and tactical elements with current directions and current major initiative deliverables plans and funding profiles/needs, (reviewed documentation including business cases). Including vision and mission of the new approach.

Presented to the ADM/CIO and other senior management. BA/Fac: Facilitated the design of the IT strategic planning and funding request activities to address

requirements for major business application needs across the diverse business areas of the ministry and with other ministries.

BA: Documented the recommended submission and approval processes. PM: Provided oversight and management support to the transition of application maintenance

services from one service provider to another.

Alberta Sustainable Resource Development Jan 2008 – Dec 2009 Reference #66 Procurement Specialist

PS: Provided guidance, expertise and direction to the business and information technology representatives and teams for a major procurement project.

PS: Provided consulting support, RFP development and evaluation criteria to ASRD’s outsourcing initiatives (Application Maintenance/Development, Strategic Alliance partner and Enterprise Content Management strategic partner). In some cases, actually developed RFP components.

ATB Financial Apr 2008 – Mar 2009 Reference #65 Facilitation, Strategic Direction

Fac/PM: Provided strategic quality assurance, consulting and facilitation to assist and direct a Senior Executive stay on track with the strategic initiative whilst handling operational activities and day-to-day issues.

ATB Financial Jan 2007 – Dec 2007 Reference #64 Facilitation, Strategic Direction

Fac/PM: Provided strategic facilitation services and consulting to assist and direct the project team (senior executive and management from various lines of business) to outline the parameters (vision, mission, objectives, SWOT analysis, outcomes) of a major corporate initiative regarding the IT Strategy for a new ERP and Banking system.

Fac/PM: Outlined the input required for the business case and the related Requests For Proposals (RFPs) and evaluations.

Project Experience

INTP Consultants Inc. Page 7 June 2016

Alberta Health and Wellness Dec 2006 – May 2007 Reference #63 Project Manager/Procurement Specialist

PS: Oversight and quality assurance for a number of resource based Request For Proposal (RFP) development, along with associated evaluation plans.

Agriculture Financial Services Corporation Nov 2006 – Jan 2007 Reference #62 Project Manager/Procurement Specialist

BA: Gathered and understood the requirements, needs and direction for the organization. PS: Provided advice and consulting support for the IT strategy and the development of a Request For

Proposal (RFP) and evaluation criteria to pre-qualify application development and maintenance vendors for a multi-year arrangement.

BA/Fac: Educated and recommended options to the President and Managing Director level and CIO.

Alberta Children’s Services Sep 2006 – Dec 2010 Reference #61 Project Director/Project Manager/Business Analyst/Change Manager

PM: Assumed the Project Director role for the Electronic Information Management Initiative to assist the initiative sponsor(s). Assisted in vision, mission, objectives, outcomes, strategy and direction.

PM: Required the understanding and direction provided by the initiative documentation (including business case, etc.). Reported to the CIO.

PM: Included the IT Strategy as it related to administrative & operational records storage, retrieval, retention, security and access across the ministry and regions, plus accessible internally and remotely.

PM: Included overseeing the Administrative and Operational Records project, the implementation of strategy through the ERM software, a number of other technologies & related projects resulting in a successful initiative.

BA/CM: Included the processes/workflows for records/document/version handling, security/access administration, retention policies, disposal approvals processes and other important processes.

PM: Managed the system integration vendors. PM: Managed and coordinated the “Systrust Audit” on Managed Operation (MO) processes/services,

conducted by an eternal auditor and required interaction with the service provider.

PM: In 2010, provided oversight to review the technical details and requirements of Designated First Nations Agencies (DFNA) offices computer equipment, develop options and recommendations for upgrades to the equipment and connectivity to access the new ISIS application, which changed the processes significantly. The connectivity requirements/solutions were recommended for upgrade.

PM: In 2007, provided oversight for an INTP contractor to review connectivity and develop scenarios for Designated First Nations Agencies (DFNA) offices to connect into the ministry systems from their remote locations across the province. Included broadband, satellite, Supernet, mobile, air card options.

Alberta Human Resources and Employment Aug 2006 – Mar 2007 Reference #60 Project Manager

PM: Conducted a Project Review on project structure, roles, processes and outcomes to identify “lessons learned” and recommend strengths and improvements areas for future projects, for the CIO.

PM: Involved the review of all documentation (business case, project charter, project status reports, change requests, decision requests, etc.).

Alberta Children’s Services Jul 2006 – Sep 2006 Reference #59 Project Manager/Procurement Specialist/Business Analyst

BA: Gathered and understood the requirements and issues surrounding past vendor services. Confirmed and revised IT Strategy as related to provisioning support, maintenance and development.

BA: Researched, investigated, analysed sourcing approaches for Application Development and Integration Services and Managed Operations.

Project Experience

INTP Consultants Inc. Page 8 June 2016

PS: Recommended approach with appropriate impacts, risks and operational processes, service levels and checkpoints.

PM: Developed the project plans, communication plans, RFPs, respective evaluation plans and evaluation criterion with appropriate scoring mechanisms.

PM/Fac: Managed/facilitated/coordinated the implementation of the strategy and selection process.

Alberta Human Resources and Employment Mar 2006 – Aug 2006 Reference #58 Procurement Specialist

PS: Assisted in the writing of an RFP and evaluation model for a packaged solution for mission critical functionality for Alberta Works.

Alberta Children’s Services Nov 2005 – Jan 2006 Reference #57 Project Manager/Procurement Specialist

PS: Wrote the RFP and evaluation criteria and evaluation plan for an application development project to create a new financial system.

PM: Developed the project plans, communication plans, RFPs, respective evaluation plans and evaluation criterion with appropriate scoring mechanisms.

BA/Fac: Gathered the requirements for the system, the service provider and the gaps between the current and future states.

Alberta Human Resources and Employment & Children’s Services Sep 2005 – Mar 2009 Reference #56 Project Manager/Procurement Specialist

PS: Represented the two Ministries on the GoA ICT Initiative, (Managed Operation services bundles). Participated in working group meetings to establish the vision, IT Support Strategy, review the business cases, plan, design the initiatives services models and resourcing; assist in the preparation of RFPs; created and fulfilled the required data collection.

BA: Understood the overall requirements of the ministries, the service provider and the gaps between the current and future states. Included the formal application of ITIL and COBIT to the project, requirements and deliverables; Continued to update the assessment of GoA Domain and SA Shared services transition.

PM: Reported back to the CIOs of each Ministry.

Alberta Human Resources and Employment Sep 2005 – Mar 2006 Reference #55 Project Manager/Procurement Specialist/Business Analyst

PM: Provided project management (plans, roadmaps, communications, direction) and coordination services for the development of a Request For Proposal (RFP) to solicit Service Provider proposals to provide Managed Operation services. Included a review and assessment of transitions to GoA Domain and SA ICT shared services.

BA: Involved in the vendor management services of requirements gathering and definition, gathered the requirements for the service provisioning, services, service levels and the gaps between the current and future states.

PS/Fac: Created the Request for Proposal and Contract, plus create the evaluation criteria and plan, followed by coordination of evaluation and selection activities.

Alberta Children’s Services Jul 2005 – Sep 2006 Reference #54 Project Manager/Procurement Specialist/Business Analyst

PM: Provided project management (plans, roadmaps, communications, direction) and coordination services for the development of Requests For Proposal (RFPs) to solicit Service Provider proposals to provide i) full Application Maintenance and Development Services and ii) Managed Operation services. Reported to the CIO.

BA: Involved in the IT support strategy and requirements definition. PS/Fac: Created the Request for Proposal and Contract, plus created the evaluation criteria and plan,

followed by coordination of evaluation and selection activities.

Project Experience

INTP Consultants Inc. Page 9 June 2016

Alberta Children’s Services Apr 2005 – Jul 2005 Reference #53 Project Manager/Procurement Specialist/Business Analyst

PM/BA: Created a business case, reviewed alternatives and recommended a new strategic sourcing/procurement model for Project Management Delivery Resourcing to meet business/ project/stakeholder requirements.

Fac: Facilitated workshops to identify the requirements and mapped those to alternative models and created the business case and implementation plan for the recommended model.

PM: Gained approval through the PMO to the CIO,

ATB Financial Mar 2005 – Apr 2005 Reference #52 Project Manager/Business Analyst

BA/Fac: Identified and defined a corporate scorecard, through SWOT Analysis, to make the items consistent across reports. Included current practices and future requirements.

BA: Defined/created corporate level scorecards for the Lines of Business. Presented to the Senior VP.

Alberta Health and Wellness Nov 2004 – Feb 2005 Reference #51 Project Manager/Business Analyst

PM/BA: Developed an Overall Strategy Issues document for Executive decision regarding the logging of individual identifying health information disclosures.

BA: Developed the Data Disclosure Log Requirements (both business and technical) for FOIP and HIA information privacy and disclosure.

BA/Fac: Developed an Implementation Strategy to close the gaps between the requirements and the current logging capabilities, including related SWOT analysis.

BA: Developed and implemented the Operational Model (policies, practices) to log/track and report on the occurrences of individual’s health information disclosed external to Health and Wellness by electronic means.

University of Alberta Sep 2004 – Nov 2004 Reference #50 Project Manager

PM/Fac: Conducted a mid-point Success Assurance Review on a multi-phase PeopleSoft Grants Management module deployment and integration. Analyzed the project to-date from business case, process, team and management standpoints and recommended appropriate corrections to the project organization and processes to increase the chances of overall success.

PM: Presented findings and recommendations to senior levels of Finance and Grants.

Alberta Human Resources and Employment Jun 2004 – Nov 2004 Reference #49 Project Manager/Business Analyst

BA/Fac: Facilitated the development an Information Technology/Information Management (IT/IM) Tactical Plan, with representative of different business areas. The tactical plan provided the project components (potential schedule and budget) based on the business cases documentation, plus business requirements and business priorities gathered through focus group sessions with the business areas.

BA/Fac: Worked with the senior representative regarding vision, mission, objectives and plans to determine proprieties for the planned initiatives/projects.

PM/Fac: Tactical Plan presented to, implemented for, and used by, the Information Strategic Committee (cross ministry business area senior management) and the CIO.

ATB Financial Jun 2004 – Jul 2004 Reference #48 Project Manager/Business Analyst

BA: Business Analyst to document the requirements and mechanics for the Credit Risk Rating Model assessments of companies seeking over $1million loans. Utilized a scorecard approach.

Project Experience

INTP Consultants Inc. Page 10 June 2016

COMPRU – Canadian Medical Modelling Institute May 2004 – Jun 2004 Reference #47 Project Manager/Business Analyst

BA: Project Manager on a project to define the vision/strategy of CMMI, present the vision/strategy to high profile partners and prepare a funding application to Western Diversification and the provincial government.

BA/Fac: Assist in defining requirements, funding needs, benefits, impacts, risks.

PM: Developed and managed the project, plan, and participation by a number of participants, (both internal and external).

Alberta Health and Wellness Apr 2004 – Jul 2004 Reference #46 Project Manager/Business Analyst

PM: Project Manager on a project to perform a Post Implementation Review on a high profile project implementation and public launch.

BA: Reviewed the initiative documentation (Business cases, project charter, project status reports, change requests, decision requests, etc.).

Alberta Human Resources and Employment Aug 2003 – Nov 2004 Reference #45 Project Manager/Business Analyst/Procurement Specialist

BA/Fac: Prepared Strategy documents, SWOT Analysis, and Business Cases for the department to compare: i) in-house application support to central initiative; ii) in-house infrastructure MO support to central initiative; and iii) need to extend in-house infrastructure (MO) support through central initiative delays.

PS: Represented the ministry on a cross government initiative working teams regarding a major IT outsourcing MO venture (initial ICT-SC initiative). Reported to the CIO.

BA: Assisted AHRE’s Information Management and Application Support (IMAS) group to analyze and resolve a number of long standing issues.

BA: One major activity was the review of the value provided by the Strategic Information Environment (SIE) business intelligence environment providing management and strategic reporting for AHRE business using internal and external data sources.

Alberta Health and Wellness Oct 2003 - Mar 2004 Reference #44 Project Manager/Procurement Specialist

PS/Fac: Provided consultation, knowledge and experience to facilitate an internal team to develop a Request For Proposal (RFP), Master Agreement and Evaluation plan/criteria for a major outsourcing initiative to pre-qualify application development service providers for a multi-year, multi-sourcing arrangement.

PM: Implemented strategy created in Ref 43. Worked with senior management and senior resources to provide a plan, schedule and monitor progress through the plan. Identified risks and issues and assisted in the resolution of those issues.

Alberta Health and Wellness Aug 2003 - Sep 2003 Reference #43 Project Manager/Procurement Specialist/Business Analyst

PS/Fac: Created a Sourcing Strategy for IT, IM and Wellnet sourcing (internal, managed operations, application development and application maintenance).

BA: Involved requirements definition, contracting arrangements, operational tactics, overall roles/responsibilities and implementation strategy and SWOT analysis.

PM/Fac: Presented the plan to the Executive for endorsement and approval. Reported to the ADM/CIO.

PM: Implemented in the next engagement (see Ref 44).

Project Experience

INTP Consultants Inc. Page 11 June 2016

Grant MacEwan College (now MacEwan University) Jun 2003 – Sep 2003 Reference #42 Project Manager/Procurement Specialist/Business Analyst

PM/Fac/PS/BA: Project managed (plans, roadmaps, communications, direction), facilitated, employed procurement and vendor management knowledge, plus business analytical and writing skills, to assist the College through the selection process (EOI, RFQ, RFP) to procure a builder to Design-Build-Operate the Student Residence facility (possibly under a P3 solution). First one of its kind for the College.

BA: Gathered requirements from a number of diverse engineering specialists and disciplines to formulate all requirements into the procurement documents and evaluation criteria.

PM: Reported to members of the board.

Alberta Pension Administration Corporation Dec 2002 – Sep 2003 Reference #41 Project Manager/Business Analyst/Procurement Specialist

PM/BA: Managed and facilitated a team of analysts to: Conducted a study into the current state of the information management, document management

and workflow for the organization, including gaps from current to future; Outlined a future state picture (vision) to manage the operational and support information; Analysed strength, weaknesses, opportunities, threats (SWOT) for the alternatives. Created an IT Strategy and Business Case along with business and technical requirements to

implement that future state; Created an implementation strategy for the overall implementation; Included the requirements in an RFP to select the appropriate vendor and software products.

PM/Fac: Presented to the executive management group. PM/Fac: Assisted the senior management with respect to vision, mission, objectives and outcomes.

Worker’s Compensation Board Nov 2002 – Dec 2002 Reference #40 Project Manager/Business Analyst

BA: Reviewed and revised the WCB’s IT security standards document based on input from subject matter experts as to the changes over the past 12-18 months.

BA: Clarified the use of the standards through better structure and presentation of the information. BA: Recommended an approach to coordinate the various levels of the standards from high level

policies to detailed “how-tos”.

ATB Financial Oct 2002 Reference #39 Project Manager/Business Analyst

BA: Conducted a Requirements Definition for the inclusion of the content components of a new line of business onto their corporation’s web site.

BA: The requirements targeted short, intermediate and long term requirements and opportunities. PM: Presented to the VP.

Alberta Human Resources and Employment (AHRE) Jun 2002 – Sep 2002 Reference #38 Project Manager

PM: Client Project Manager (plans, roadmaps, communications, direction) for the successful transition of Application Maintenance and Development Services from existing service providers to one service provider.

PM/Fac: Facilitated, managed, coordinated and worked with the two Vendors’ Project Managers to monitor and ensure a cooperative and acceptable resolution to issues.

PM: Upper level management from both the vendors and the ministry were very interested stakeholders.

Project Experience

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Alberta Human Resources and Employment (AHRE) Aug 2001 – May 2002 Reference #37 Project Manager/Procurement Specialist/Business Analyst

PM/BA/Fac: Visioning, Strategy and operational requirements developed, as previous applications supported by multiple service providers and needed a major adjustment to one service provider.

PM: Provided project management, facilitation and coordination services for the selection of a Service Provider to provide full Application Maintenance and Development Services across applications used by multiple business areas across the ministry.

PM/PS: Developed AMS/ADS RFP to replace 12 contracts with 1 contract/service provider and divide the previous AMS/ADS/MO into separate AMS/ADS and MO contracts.

PS: Implemented the Strategy. Created the RFP and Contracts, created evaluation criteria, coordinated answers to vendor questions, coordinated the evaluation and selection, documented the evaluation results, and participated in vendor de-briefings.

BA: Involved the vendor management services of requirements definition. PM: Reported to the CIO.

Virtual Project Office (VPO) Product Mar 2002 – Jan 2004 Reference #36 Product Manager

PM: Project/product manager for a Virtual Project Office (VPO) product. This product was web-based and client/server based which provided a secure and controlled document repository for project documentation and a means for collaboration between project team members, especially useful for virtual project teams.

PM: Project manager for the development, enhancements and operations of the VPO. PM: Led resources in the requirement definitions, development, testing, documentation and

integration of the product into various situations.

Dublin City Council (Ireland) Jun 2001 – Jul 2001 Reference #35 Project Manager

PM: Addressed the need for PMI certified Project Management training for the Housing department. Fac: Facilitated and coordinated Project Management training offerings (multiple times during 2001

and into 2002) to the municipality’s Housing department.

Esat (Ireland) Jan 2001 – Jul 2001 Reference #34 Project Manager

PM/Fac: Conducted Project Management training multiple times for the organization.

Chorus (Ireland) Jan 2001 – May 2001 Reference #33 Project Manager/Change Manager

PM: Project Manager for Chorus to facilitate and oversee the implementation (by a major service provider) of a COTS Interconnect Billing system for Chorus’ new telephony business. Involved tracking the project team, and oversight of the acceptance testing.

PM: Worked closely with the PM of the related project for the new hardware, infrastructure and support (telephony and IT technology equipment).

Change Management (CM)/Fac: Facilitated and coordinated the change management for Chorus staff’s readiness, training and redesign of processes in order to accept and implement the system.

PM: Provided visionary and directional overview to the executive for the future further development of the telephony business needs (IT Strategy).

PM: It was a very successful implementation. Interaction with the executive level was necessary, Reported to VP and CEO directly.

PS: Involved in contract negotiation with the company legal representative and the software company and the software integrator company.

Project Experience

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Alberta Workers Compensation Board (WCB) Aug 2000 – Nov 2000 Reference #32 Project Manager/Business Analyst

PM: Managed and conducted a “Proof of Concept” to define and validate a “new” human resource management model.

BA: The proposed model was required to provide support for “planning” and “fulfilling” the commitments of resources to functional and project work.

BA/Fac: Incorporated business case attributes, and analysis of strengths, weaknesses, risks, opportunities and impact.

PM: Reported to the CIO.

Alberta Workers Compensation Board (WCB) Aug 2000 – Nov 2000 Reference #31 Project Manager/Documentation Specialist/Business Analyst

PM: Managed and completed the documentation of PMO guides for the board. Documentation Specialist (DS): A Business Initiative Guide, a Project Guide and a Production

Guide were created to lead business area representatives, vendors and supporting staff/resources through the approach to initiating and delivering projects and deliverables.

BA/DS/Fac: Incorporated business case templates, charter templates, change request and decision request processes.

Alberta Workers Compensation Board (WCB) Jun 2000 – Dec 2000 Reference #30 Project Manager/Business Analyst

PM: Managed a team (plans, roadmaps, communications, direction) to select Help Desk call tracking and call management software. The team defined evaluation criteria, researched potential solutions, evaluated the solutions, compiled a shortlist and recommended a software package for purchase and installation.

BA: Identified changed processes and activities to perform the support activities with the new tool.

Alberta Treasury Branches Jan 2000 – Jan 2005 Reference #29 Project Manager/Change Manager

PM: Led short, complete projects to gather requirements, create designs, develop system functions, design processes, test, pilot and implement in multiple departments.

CM: Provided training, guidance and quality assurance to other analysts in performing tasks and activities to complete these projects.

Alberta Department of Resource Development Jan 2000 - Mar 2000 Reference #28 Project Manager

PM: Led a project (plans, roadmaps, communications, direction) to review and analyze the commonality and divergence of Client Support (Help Desk) provided by previously two separate organizations now re-organized under the same Ministry.

PM: Led another senior analyst to produce the deliverables on time and in budget.

Alberta School Employee Benefit Plan (ASEBP) Jan 1999 – Aug 2000 Reference #27 Project Manager/Change Manager

PM: Implemented another part of the IT Strategy created in Ref 19. Provided client project management and coordination (plans, roadmaps, communications, direction) for the development and implementation of software to support the Accounts Receivable and Invoicing business processes and requirements.

Fac: Facilitated group sessions to define business specifications and processes. PM: Provided project management and coordination for the development and implementation of the

interfaces/conversion to the new General Ledger module of the new Financial software package PM: Supervised the user acceptance testing and general technical application enhancements for the

complete Y2K upgrade. Implemented successfully.

Project Experience

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PM/CM: Planned and managed the change management process to prepare, train and transition, the staff, for the revised processes, policies and system capabilities.

Telus PLAnet Sep 1999 - Dec 1999 Reference #26 Project Manager/Change Manager/Business Analyst/Documentation Specialist

PM/CM: Planned and managed (plans, roadmaps, communications, direction) the change management process to prepare, train and transition, the staff from many business and technical areas, for the new processes, policies and system capabilities.

BA/DS: Led a team (and provided quality assurance) to document processes for the initial launch and the subsequent automated interfaces for a new Unified Messaging service.

BA/Fac: Facilitated client areas to define and develop Service Delivery processes for the new service. BA/Fac: Facilitated group sessions to identify risks, issues and mitigation response processes. DS: Documented the processes for initial launch and the subsequent automated interfaces.

Alberta Human Resources and Employment (AHRE) Jul 1999 - Sep 1999 Reference #25 Project Manager/Business Analyst

PM: Led a project (plans, roadmaps, communications, direction) to document high level processes and data structures of two similar IT business applications systems from two separate departments now re-organized together.

BA/Fac: The systems were analyzed for commonality and divergence. PM: The challenge in this project was that the two systems were supported by different external,

outsource vendors.

Heart & Stroke Foundation Dec 1998 - Mar 1999 Reference #24 Project Manager/Business Analyst

PM: Implemented first priority of the IT Strategy created in Ref 23. PM: Project Manager (plans, roadmaps, communications, direction) to lead clients and other analysts

in performing tasks and activities BA/Fac: Conducted a Business Area Analysis of the complete foundation business. Incorporated

business case attributes and SWOT analysis. BA/Fac: Created selection criteria, and Evaluated/Analyzed software package alternatives. PM: Presented the report to the Executive Committee and to the Board.

Telus PLAnet Jul 1998 - Jan 1999 Reference #23 Project Manager/Business Analyst

PM: Planned and managed the change management process to prepare, train and transition, the staff from many business and technical areas, for the new processes, policies and system capabilities.

PM: Led a team (and provided quality assurance) to document processes for the initial launch and the subsequent automated interfaces for a new Internet Call Manager service.

BA/Fac: Facilitated client areas to define and develop Service Delivery processes for the new service. BA/Fac: Facilitated group sessions to identify risks, issues and mitigation and response processes. DS: Documented the processes for initial launch and the subsequent automated interfaces.

Heart & Stroke Foundation Feb 1998 - Jun 1998 Reference #22 Strategic Planner/Project Manager

PM: Facilitated and conducted an Information Technology Strategic Plan for the full operation, including all components, research, alignment to business, costs, benefits, impacts, risks

PM/Fac: Presented the plan to the Executive Committee and to the Board to assist them with the vision and mission.

Project Experience

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Alberta Distance Learning Centre (ADLC) Dec 1996 - Feb 1997 Reference #21 Project Manager/Business Analyst

PM: Project Managed (plans, roadmaps, communications, direction), led and conducted the development of a Needs Assessment of ADLC’s student administration system. As this system is mission critical and handles all aspects of the “school” business, it constituted a full IT Strategic Plan.

BA/Fac: Incorporated business case attributes and analysis of impacts, risk, benefits, costs. BA: Outlined and modeled (high level) the processes and data entities. BA: Conducted a preliminary search of potential solutions to identify major issues and costs. BA/DS: Documented the findings. PM/DS: Presented a well-received report, providing a preliminary recommendation to the senior

management team to assist them with the vision and mission. BA: Conducted an assessment of a possible package solution to meet the business needs. PM: Reviewed Work Plan and Project Management Approach for the major enhancement and

implementation project.

Alberta School Employee Benefit Plan (ASEBP) Jul 1996 - May 1998 Reference #20 Project Manager/Business Analyst/Change Manager

PM: Implemented first priority of the IT Strategy created in Ref 19. PM: Project Manager (plans, roadmaps, communications, direction) for the entire project from: initial

business requirements, SWOT Analysis; through Business Area Analysis; into software package evaluation and selection and then installation, interface development, testing, acceptance testing, conversion and implementation. The development team consisted of in-house staff and four (4) vendors. PM: Planned and oversaw the activities for the successful implementation of the solution,

comprising package acquisitions; multi-vendor enhancements and interfaces to legacy applications; restructuring and conversion of file/image storage; implementation of required controls; upgrades to hardware and software.

PM: Planned and managed the change management to prepare, train and transition, the staff from many business and technical areas, for the new processes, policies and system capabilities.

BA/Fac: Developed a Business Area Analysis for the Coordinated Case Management function. Facilitated (JAD) sessions to prepare Entity Relationship, Process Definitions, Process Decomposition diagrams and Entity/Process Matrix, in order to develop a Business Systems Design (BSD). Incorporated business case attributes.

PM/BA: Managed, coordinated and conducted the system testing of custom developed application/package interfaces and conversion processes. Managed the acceptance testing efforts for the complete system.

CM/Fac: Instituted a change approach to use “super users” (a subset of business resources) to define new elements, events, processes, and then lead them through configuration, acceptance testing so they could be the ton-going trainers, process owners and system administrators.

PM/Fac: Negotiated, facilitated and managed the contracts, activities and interactions between all team members (internal and external).

Alberta School Employee Benefit Plan (ASEBP) May 1996 - Jul 1996 Reference #19 Strategic Planner/Project Manager/Business Analyst

PM: Provided management consulting and facilitation services to develop a 3 year Information Technology Plan for all the business units and operations.

BA/Fac: Incorporated high level requirements across initiatives and associated business case attributes.

Project Experience

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Alberta Transportation and Utilities Jan 1996 – Dec 1996 Reference #18 Project Manager /Trainer/Facilitator

PM/Fac: Developed a training seminar to emphasize the new and changing user roles and responsibilities required through application development phases in the new outsourced environment.

PM/Fac: Conducted the seminar numerous times during the year.

Canadian Utilities (CU Services) – now ATCO Jun 1995 - Mar 1996 Reference #17 Project Manager/Service Level Agreement Specialist/Business Analyst

BA/Fac: Provided consulting, facilitation and negotiation services (plans, roadmaps, communications, collaboration, direction) to develop a new, strategic Service Level Agreement for all the services and service level requirements to the Operating Companies.

BA: Documented the roles, responsibilities and practices required from the internal groups to support the services and the service levels.

BA: Analysed impacts and risks, opportunities, threats, strengths and weaknesses of each level setting, with stakeholders.

BA: Documented the roles, responsibilities and practices required from the internal groups to support the services and the service levels.

PM: Managed the project through various requirements gathering from diverse business stakeholders and senior management and through various reviews and refinements (legal, finance, senior levels).

Alberta Economic Development and Tourism May 1995 Reference #16 Documentation Specialist

DS: Composed User Documentation (On-line Help Text) for the Small Business area’s Business Attraction Information System (BAIS).

Alberta Justice Jan 1995 - Mar 1995 Reference #15 Project Manager/Business Analyst

BA/Fac: Provided facilitation and management consulting services (plans, roadmaps, communications, direction) to develop an analysis of the Motor Vehicle Accident Claims function. Facilitated group sessions to prepare entity relationships, process definitions and process design, in order to develop a systems design.

BA: Recommended a technical architecture, identified future phases, work plans/estimates, cost/benefits.

Alberta Economic Development and Tourism May 1994 - Jan 1995 Reference #14 Project Manager/Business Analyst

PM: Created plans and roadmaps, delivered communications and direction. Established, resourced, organized, formalized and monitored a Help Desk operation to support a "roll out" of an updated network environment running Microsoft Office, cc: Mail and applications.

BA: Defined operating principles, roles, service levels, processes and job descriptions. PM: Recruited to the roles. BA: Evaluated and selected Help Desk software.

Alberta Justice Feb 1994 - May 1994 Reference #13 Project Manager/Technical Analyst

Technical Analyst (TA): Conducted a review and assessment of the impact of running multiple applications under a shared Novell local area network configuration.

PM: Developed plans, roadmaps, communications, direction). TA/Fac: Prepared recommendations for which application components required upgrades and

indicated potential network related "bottlenecks" that required optimization and fine-tuning. PM: Key contact was the Chief Medical Officer.

Project Experience

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Alberta Energy, Mineral Revenues Division Dec 1992 – Jul 1993 Reference #12 Project Manager/Business Analyst

PM: Established the "Roles and Responsibilities", service levels and processes for the Technical Support group. Managed the set-up of personnel and responsibilities associated with LAN installation and support.

PM: Responsible for and coordinated the computer acquisitions for the division. BA: Determined requirements related to available budget funds. PM: Defined purchase and implementation plans. PM: Reported to the ADM.

Alberta Energy, Energy Systems Branch 1992 Reference #11 Business Analyst

BA/Fac: Performed a Proposal for Solution to computerize the Enhanced Oil Recovery Royalty Relief operation regarding the tracking of industry submissions.

BA: Advisor for JAD sessions due to overall knowledge of the Mineral Revenues business.

Alberta Energy, Energy Systems Branch Jun 1990 - Dec 1992 Reference #10 Project Manager/Documentation Specialist

PM/Fac: Managed and facilitated a major project to develop technical and user documentation for a large financial and data tracking application (the Mineral Revenues System).

PM: The team consisted of multiple client business analysts, technical systems analysts and documentation experts. The application consisted of multiple subsystems, which were documented individually. Petroleum Royalty, Gas Royalty, Common Data, Accounts Management, and Incentives.

DS: Established documentation requirements, layout and format. BA: Established roles and responsibilities for updating the extensive documentation. BA/Fac: Included the review and investigation into the business processes, user procedures and

forms, along with the programs, database structure and processes, modules and dialogs.

Northern Alberta Institute of Technology (NAIT) Nov 1989 - Apr 1990 Reference #9 Trainer/Facilitator

Fac: Conducted computer courses at the Northern Alberta Institute of Technology for Marketing students.

Alberta Attorney General Dec 1989 - Apr 1990 Reference #8 Project Manager/Business Analyst

BA/Fac: Reviewed an operation, and designed a strategy and solution, which prompted the transfer of the project to another ministry. Facilitated and participated in high-level management meetings to affect this strategy and transfer.

BA: Performed a study and documented alternatives for an enhanced mini-computer configuration to increase performance and reduce annual costs. The user representative was the Public Trustee.

BA: Developed and documented Change Control and Technical Support procedures.

Services provided to small and medium size business clients 1987– 2001 Reference #7 Project Manager/Business Analyst/Developer/Change Manager

Application Development: o PM: Led a project to re-platform an application. o BA: Installed and upgraded software in an organized manner. o CM: Established user procedures to gain benefits from computer use. Trained client staff. o BA: Identified computing options and software to meet business needs.

Application Development and Maintenance:

Project Experience

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o BA: Developed and maintained an Alberta Health Care Billing system employed by doctors’ offices, clinics and Billing Service providers. The system accepted and maintained patient information, patient visits and related billing data, plus the assessment files from AHC.

o CM: Installed in multiple office with appropriate change management approaches

Northern Alberta Institute of Technology (NAIT) Jan 1985 - Oct 1989 Reference #6 Project Manager/Business Analyst/Procurement Specialist

BA: Performed an assessment concerning the current and future issues related to the mission critical Student Records System and Registrar processes. Conducted an analysis into all aspects (manual, procedural, computerized) of the central Student Records operation. Developed a strategic vision and outline (documentation) for the Registrar and overall institute.

PM: Project manager for a major reorganization of the data and access to the Student Records system, a major project to upgrade the Student Information System which included course registrations, student grades and related financial issues (assessing fees and receiving funds through cashiers). The project team peaked at eight analysts. The upgrade consisted of a major change in philosophy affecting the processing and the database file structures. Development, interfaces, testing and implementation were involved. Processes and procedures for staff were developed and presented.

PM: Managed a team of analysts to perform the activities, on time and in budget. Reported to the Sponsors (Deans and Vice Presidents). Managed the group of seven analysts (employees), plus consultants and students, from recruitment to termination.

PS: Managed contracts (including negotiating terms) with a number of software manufacturers and distributors, regarding educational pricing and services.

PM/PS/BA/Fac: Managed a project to purchase $700,000 worth of microcomputer and microcomputer peripherals. Included the RFP, evaluation, selection, purchase and installation.

Fac: Negotiated contract terms with manufacturer. PM: Managed projects for academic and instructional programs and staff, using microcomputers,

Vax, and IBM mainframe software. PM: Provided input to strategic plans and established operating plans for the division. Fac: Conducted presentations to senior level management. Spoke to two groups of 60 students

concerning interviews. Spoke to 100+ Computer Systems Technology students on “User Interaction”.

PM: Developed an overall strategy plan and a high-level database structure of a Corporate Information Service. o BA: Identified requirements, directions and solutions to various computer applications.

Public Works, Supply and Services Sep 1982 - Jan 1985 Reference #5 Project Manager/Business Analyst/Procurement Specialist

PM: Responsible for meeting the training requirements of the Government departments. Managed a team to define and conduct courses as per a pre-defined calendar. The team also identified new course structures, upgraded content and promoted increased attendance.

PM: Developed strategic/tactical plans and roadmaps, delivered communications and direction, facilitated collaboration.

PS: Contracted with and coordinated vendor and private sector and internal professionals to prepare and deliver training courses.

PS/Fac: Negotiated, administered and monitored vendor contracts for self study, multi-media delivery. Managed contracts (including negotiating terms) with educational vendors, regarding educational pricing, government pricing and services.

BA/Fac: Involved in the introduction of leading edge technologies to the Government departments. PM/Fac: Coordinated the standard development methodology throughout the Government. Acted as

central support for methodologies within the Government departments. Initial introduction Methodologies and CASE tools.

Project Experience

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BA: Co-wrote an introduction and comparison to new development approaches (requirements, design, development, testing, implementation) – including prototyping, iterative development, evolutionary development – precursors to agile/scrum etc. Compared them with the waterfall method. Outlined advantages, concerns, when to use, risks, transition points, etc.

PS: Implemented a full year RFP process to reduce administration costs.

Public Works, Supply and Services Apr 1981 - Sep 1982 Reference #4 Project Manager/Business Analyst

PM/BA: Coordinated business areas and IT teams in implementing "common" application software package solutions.

PM: Developed strategic/tactical plans and roadmaps, delivered communications and direction to facilitate collaboration.

BA: Investigated and assessed application software, with respect to: user requirements; hardware; database environment; and vendor reputation (support, documentation, and training).

BA: Performed development and testing tasks from both user and IT perspectives during the installation and use of government wide, common application software.

Alberta Government Services, New Projects Jun 1979 – Dec 1979 Reference #3b Business Analyst

BA/Fac: Systems Analysis to define and design a Loans Management solution for Rural Electrical Association (REA) implementation of loans to residents for electrical service over the final distance.

Alberta Government Services, New Projects Nov 1977 - Apr 1981 Reference #3a Project Manager/Business Analyst/Change Manager

PM: Involved in developing the vision and strategy to transform the financial operations from large manual processes to a comprehensive integrated automated system.

PM: Project Leader (plans and roadmaps, delivered communications and direction, facilitated collaboration) role for the testing, implementation and support for a large financial system.

PM: Planned/organized user requirements, project team responsibilities, task assignments, estimates and budgets.

PM: Responsible for year-end processing with extensive contact with users, Auditors, and Treasury. PM: Reported to the Executive Director and Chief Accountant (SFO). PM: Led a team of 8-10 analysts working on tasks coordinated with 5 main business representatives. PM: Led and initiated the design, development, testing and successful implementation of a major

enhancement to correct a response time problem. CM/Fac: Change management was considerable, adjusting long standing employee transition to the

computer environment and the new system. CM/BA/Fac: Seconded to the user area for a period of time to assist in the users’ understanding and

establish operational procedures around the computer system. BA: Participated in the design, construction, testing and implementation phases of the Accounts

Receivable system for Energy and Natural Resources (including Energy Royalty revenues). BA: Major involvement in the Database design and on-line update considerations (security, multi-

updates, audit trails). BA/Fac: Initiated, designed and implemented a major enhancement to correct a response time

problem. Testing was a major activity.

Alberta Government Telephones Jan 1977 - Nov 1977 Reference #2 Project Manager/Business Analyst

PM/Fac: Project Leader (plans and roadmaps, delivered communications and direction, facilitated collaboration) for a major rate change project, requiring the design, development and testing of a new rate structure file and processing crossing multiple applications.

BA: Application maintenance for the billing system.

Project Experience

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Ciba-Geigy (UK) Ltd. Jun 1972 - Jan 1977 Reference #1 Analyst/Programmer

Various tasks and projects through the programming ranks.

Education

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---- EDUCATION ----

Salford College of Technology - ‘A’ (Advanced) Level-Computer Science,

‘A’ (Advanced) Level-Mathematics, ‘A’ (Advanced) Level-Physics. – 1970-1972

National 4 year program “Canadian Institute of Management” comprising

(Organizational Behaviour, Management Practices, Business Law,

Accounting, Marketing, Information Technology, Strategic Planning, Financial Management) – 1986-1989

---- PROFESSIONAL DEVELOPMENT ----

Project Management Professional (PMP) – 2004 (#191026)

Information Systems Professional (I.S.P.) - 1990

Canadian Institute of Management (C.I.M.) - 1989

Information Technology Certified Professional (ITCP)

Product Management

Leadership and Management Organizational Dynamics Various IT related courses

---- PROFESSIONAL AFFILIATIONS----

Project Management Institute (PMI)

Canadian Information Processing Society (CIPS)

Alberta Institute Purchasing Management Association of Canada (AIPMAC)

Edmonton Chamber of Commerce