Providing consulting and coaching in project management

Established the framework to project manage the development and implementation of a comprehensive education curriculum to support more than 14,000 professionals

Providing consulting and coaching in project management

Provided project management consulting, support and services to the Aon PMO• Successfully managed the mail migration from Lotus Notes to Microsoft Outlook 2010 for about 3000 staff across Canada

Provided consulting and coaching in project management

Provided project management consulting, support and services to the Aon PMO• planned and scheduled the infrastructure and application migration from Edmonton datacentre to the TELUS datacentre in Toronto• successfully managed the resolution of Sarbanes-Oxley (SOX) compliance issues of a key business application• successfully completed physical and technology migrations and relocations during and after office construction (office move/relocation)

Provided consulting and coaching in project management

Provided project management consulting, support and services to the Aon PMO• successfully managed the implementation of HST with technology teams in different geographic locations• provided coaching and support to project managers

Member of PMO supporting company strategic initiatives• executed comprehensive market and customer assessment of specific training needs and the re-structuring of CSI’s Financial Planning courseware and accreditations• program managed the product development, product support, product implementation and transition of the suite of Financial Planning courses (PFP Program) using cross-functional teams

Responsible for managing the consolidation of back office functions from across Canada into one site• successfully completed physical and technology migrations and relocations, application re-configurations and telephony setup (office move)• completed migration and assisted in the consolidation of Personal Lines back office processes into one location

Provided management consulting to RBC Dexia through the Balardo Group• successfully delivered a project framework that enabled shorter project duration, quicker time to market, and reduced costs of projects• conducted interviews with over 25 senior staff and facilitated workshops to create and vet “straw model” of project framework• final project framework included agreement by major stakeholders (business, EPMO and IT) on gating criteria, process flows, roles and responsibilities, and information exchange requirements

Responsible for program managing the centralization and realignment of Wealth Management Operations (1200 staff)• successfully delivered the relocation of over 300 staff to a centralized location, the functional realignment of five lines of business, and migration of over 450 staff to new cost centres with over 50 project personnel• implemented extensive governance (including executives) to enable support and focus for the program• managed cross-functional team including Operations, Technology, Human Resources, Corporate Real Estate, and external vendors • used TD’s enterprise-wide project standards and guidelines

Responsible for delivering learning/training component of Financial Analysis Strategy for Retail Sales and Service• successfully delivered 15 major deliverables (includes 11 two-day courses and 10 video productions) with over 50 personnel• implemented quality management that enabled effective translation of 11 courses (averaging 8,000 words)• managed cross-functional team including Retail Sales and Service, Learning & Development, and external vendors• negotiated with vendor with respect to change management and contract• used TD’s enterprise-wide project standards and guidelines

Responsible for delivering customer implementations of internet-based business-to-business electronic commerce solutions• successfully delivered customer solutions on-time through effective project planning, execution, and control• successfully managed cross-functional teams composed of customers, external vendors, and internal management and staff• negotiated with vendor with respect to change management and contract• managed the design of payment options• solutions included internet and EDI technologies

Responsible for delivering Distance Capability (information sharing and distance learning) Business Strategy• delivered business strategy that included recommendations and an implementation plan • successfully managed cross-functional team that included Stores, Public Affairs, Human Resources, I.T., and external vendors

Member of the eCommerce practice within Business Consulting• successfully assessed online banking websites of major Canadian financial institutions• organized and managed Knowledge Management function for eCommerce practice

As a member of the Interactive Commerce Practice, provided management consulting services in electronic commerce, internet, intranet, and information technology environments• successfully facilitated Strategic Planning Sessions that led to the Electronic Commerce Business Strategy for the Ontario Government• coordinated the implementation of financial EDI for Ministry of Finance, Ontario Government• consulted on an internet/intranet implementation for an international transportation company• managed project to install mapping and EDI translation software for a national printing company• managed project to provide Lotus Notes and Windows training for a major manufacturer• effectively managed pilot customer survey for RBC as part of their Year 2000 Project• seminar speaker - “Developing an Electronic Commerce Business Strategy”