Managed Services Consultant
Current Helping client with data migration using importer and webservices (SOAP UI) on planview portfolios and Adaptivework. Utilized advanced configuration features to automate processes, such as task assignment, notifications, and approval workflows, within Clarizen and Planview. Worked closely with the IT team to integrate Clarizen and Planview with other software applications, leveraging API and integration capabilities for seamless data flow. Provided expert guidance on best… Show more Helping client with data migration using importer and webservices (SOAP UI) on planview portfolios and Adaptivework. Utilized advanced configuration features to automate processes, such as task assignment, notifications, and approval workflows, within Clarizen and Planview. Worked closely with the IT team to integrate Clarizen and Planview with other software applications, leveraging API and integration capabilities for seamless data flow. Provided expert guidance on best practices, user training, and strategies to clients, ensuring successful adoption and utilization of Clarizen and Planview tools. Achieved a flawless 0% issue rate post-configuration, accompanied by a remarkable 100% positive feedback from satisfied clients. Developed a comprehensive financial Power BI dashboard that enabled the team manager to gain real-time insights into financial performance, resulting in more informed budgeting and resource allocation decisions. The dashboard facilitated data-driven analysis of revenue, expenses, and cost drivers, contributing to the identification of cost-saving opportunities and revenue growth strategies. Created utilization and success dashboards, providing the team manager with valuable visibility into resource allocation and project performance. These dashboards played a pivotal role in identifying and addressing underutilized resources, optimizing project allocation, and monitoring key performance indicators (KPIs) for retention and churn rates, ultimately improving team efficiency and project success. Show less