Bob Wheatley

Bob Wheatley Email and Phone Number

Senior Project and Program Manager @ Perficient
Charlotte, NC, US
Bob Wheatley's Location
Charlotte, North Carolina, United States, United States
Bob Wheatley's Contact Details

Bob Wheatley personal email

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Bob Wheatley phone numbers

About Bob Wheatley

“Well done is better than well said.” – B. FranklinAs an accomplished project management executive, I’ve built a career as a trusted leader of multimillion-dollar project portfolios. Engaging with diverse teams, processes, and businesses, I relish the continuous challenge of project management — both professionally and creatively—it allows me to lead and support others and receive the same in return. A life-long and curious learner, I believe personal experiences and collaboration enable us all to achieve more and that these experiences and collaborations are the very essence of our project-driven world.Fortunate to travel early in my life, I still enjoy it today. Through travel, I have cultivated an expertise in building relationships quickly, seeing different ways to achieve results, and communicating diplomatically and effectively with others no matter their background.I also love music and played the trumpet, even securing a university scholarship to become a teacher, which later became a business degree. Music taught me discipline in perfecting my craft, collaborating with others to execute a vision, while allowing for delivery interpretation.Working several jobs simultaneously to help offset my education costs, my favorite job was as a chef, where I learned to phase activities, understand status, adjust in-process, multitask to deliver, and receive immediate customer feedback. I honed skills in quick decision making and calm response to unexpected occurrences. (Kitchen fires put things in perspective quickly!)These experiences, and others, have shaped my career and will continue to do so.I now possess a track record of serving as a strategic advisor to clients across various sectors. I help plan, coordinate, and direct large-scale projects; develop, staff, and direct enterprise project offices; and support the generation of hundreds of millions of dollars in contract sales and revenue as a solution architect from origination through implementation.Always ready for new challenges and experiences, I’d welcome connections with other professionals in the project management space.Core competencies: Project/Program/Portfolio Management | Strategic Planning | Process Review | Workflow DevelopmentProcess Improvements | Business Requirements Documentation and Analysis | Forecasting and Business Plan DevelopmentSDLC/Waterfall/Agile | Requests for Information/Proposal (RFIs/RFPs) | Estimation | Visualized/Systems Thinking

Bob Wheatley's Current Company Details
Perficient

Perficient

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Senior Project and Program Manager
Charlotte, NC, US
Website:
perficient.com
Employees:
4261
Bob Wheatley Work Experience Details
  • Perficient
    Senior Project And Program Manager
    Perficient
    Charlotte, Nc, Us
    View
  • Tmg Health, A Cognizant Company
    Deputy General Manager/Solution Architect
    Tmg Health, A Cognizant Company Oct 2018 - Present
    Redwood City, California, United States
    Lead/contribute to 10 business development/sales proposals for new start-ups and major client conversions, from RFP/RFI initiation, response processing, solution construction, client presentation, and pricing/negotiations through contract execution and on-boarding.• Selected as finalist in all opportunities for solution presentation and final pricing in excess of $400M in total contract value.• Completed contract negotiation reviews and created project planning and tracking mechanism to support state review process for $40M client conversion, resulting in letter of agreement and revenue recognition.• Prepared and reviewed contract schedules and statement of work for client approval for $135M implementation.• Performed new client assessment across all business functions and service offerings, generating $450K in revenue and securing ongoing 5-year, $100M+ contract.• Reviewed existing RFP/RFI toolsets and processing capabilities to improve throughput, capacity, and material quality by ~20%+ on average. - Authored workflow and timing alignment recommendations presented to and adopted by senior leadership. - Analyzed alternative toolsets with CTO for future integration and cost effectiveness, securing demonstrations.
  • Prescription Advisory Services & Technology (P.A.S.T.)
    Vice President/Portfolio Executive – Client Services
    Prescription Advisory Services & Technology (P.A.S.T.) Apr 2018 - Oct 2018
    Jenkintown, Pa
    Developed multiple standard implementation methodologies (cloud, API, web services) for healthcare entities (hospitals, practices, pharmacies) and electronic health record platforms in compliance with individual state regulation and operating models. Acted as primary client liaison for overall servicing agreements and in support of business retention and expansion.• Applied on-boarding methodologies for retail client representing 1,000+ independent pharmacies across US/US territories.- Improved compliance to more than 99% and increased productivity 25% on average across installed client base.• Acted as subject matter expert in support of sales and marketing efforts via direct sales and in development of sales-oriented implementation process tools and collateral, thereby helping increase closure rates by ~30% in first 3 months.
  • Tmg Health, A Cognizant Company
    Portfolio Director
    Tmg Health, A Cognizant Company Oct 2015 - Apr 2018
    Jessup, Pa
    Oversaw, monitored, controlled intake; prioritized and resourced all ideas, investments, projects, and programs for largest client generating $120M+ in annual contract revenue. Prepared, tracked, and reported financial budgets and performance metrics for portfolio projects.• Facilitated steering committee meetings and reporting, generating appropriate gate packages for executive leadership to evaluate investment requests and appropriate return on investment (ROI) achievement.• Established governance process to continuously review, update, and optimize portfolio of projects and programs.• Improved portfolio management process by developing templates, policies, procedures, and work instructions for use by 40+ project staff as well as account executives, corporate development, and sales support personnel.
  • Optimity Advisors
    Senior Program Manager
    Optimity Advisors Jul 2014 - Oct 2015
    Washington D.C. Metro Area
    Oversaw delivery and governance functions for large healthcare provider in creating and operationalizing capabilities for public insurance exchange across multiple state jurisdictions, internal business units, and cross-functional stakeholders.• Developed and managed $55M+ budget, encompassing 8 work streams and 100+ resources through open enrollment, customer support, and warranty period while meeting compliance with appropriate mandates/timelines and delivering under total budget.• Secured $42M in program funding through 2015 and ensured smooth transition of delivered functionality to operations.
  • Mlp Consultants, Llc
    Managing Partner/Delivery Executive
    Mlp Consultants, Llc Jan 2011 - Jul 2014
    Clarks Summit, Pa
    Sold, scoped, designed, and implemented strategic and tactical projects, programs, and portfolios for clients on consultative basis that improved enterprise performance.• Engaged as program director/strategic advisor in creation of new organizational structure and business model for population health management company that increased targeted lives under management 400% within first full year of operation, with revenues exceeding $8M.• Served as project manager on high-level corporate initiative to decrease out-of-area network utilization rates for health plan members. Exceeded corporate expectations by 19%, saving millions of dollars annually.• Realized ~$3M in savings for not-for-profit healthcare system by creating assessment approach, providing project planning/oversight, and authoring 1-year transformational roadmap in support of ICD-10 assessment project.• Increased throughput/completion rates 70%+ in 1 year for healthcare insurer by developing/implementing portfolio management, governance, and reporting process across 3 business lines within 300+ person division with 60+ projects.• Provided program management, oversight, and execution for joint venture between healthcare payer and key regional strategic business provider partner.- Final recommendations adopted and included phased implementation plan stretching over 18-month period with savings in excess of $15M over 3-year period.
  • Tmg Health, A Cognizant Company
    Executive Director – Professional Services
    Tmg Health, A Cognizant Company May 2006 - 2011
    King Of Prussia, Pa/Scranton, Pa
    Conceptualized and implemented professional service offerings. Coordinated, staffed, and executed entire collection of projects and programs.• Increased completion rate of projects to 80%+ annually and achieved client satisfaction rates of 90%+.• Saved average 25%+ in implementation expenses by creating, documenting, and implementing comprehensive methodologies that provided end-to-end view of implementation process.• Coordinated development of comprehensive business continuity and disaster recovery best practice that saved more than 6 months of external development effort and $780K in consultant fees.
  • Eloyalty Incorporated
    Senior Principal
    Eloyalty Incorporated 1998 - 2006
    Lake Forest, Il
    A leading management consulting, system integration, and managed services company to the Fortune 1000 focused on optimizing customer interactions. Responsible for the development, coordination and implementation of multi-million dollar consulting contracts at client sites. Establish the standards and oversee the development of statements of work, requests for proposals and project extension requests. Lead business case design, determine metrics and provide the appropriate project planning to deliver client business objectives and insure desired benefits attainment. Create the appropriate infrastructure, governance forum and staffing composition needed to effectively support projects. Serve as a focal point for project leadership, coaching and support for project teams. Provide risk management expertise, oversee issue resolution and insure proper quality assurance targets are met.
  • Alltel Information Services Incorporated
    Senior Business Analyst
    Alltel Information Services Incorporated 1997 - 1998
    Wilkes-Barre, Pa
    An information technology company that provides information processing, outsourced services and application software. Responsible for serving as a liaison between multi-million dollar business clients and programming personnel. Provided client support for primary applications, oversaw requirements gathering, assisted with the development, implementation, and maintenance of existing, enhanced, or new computerized systems. Managed application related projects.
  • Fleet Bank, Incorporated/ Natwest Bank, N.A.
    Assistant Vice President (Process Innovation Group)
    Fleet Bank, Incorporated/ Natwest Bank, N.A. 1993 - 1997
    Boston,Ma/New York, Ny/Scranton, Pa
    A global diversified financial services company acquired/merged with Bank of America. Responsible for conceptualizing, designing and implementing a variety of critical projects on an internal consultative basis. Developed and executed a 5-year business plan consisting of budgeting in excess of $100 Million Dollars. Conceptualized, designed and implemented a cross-functional marketing and distribution model utilized company-wide. Reengineered business flows, process and design functions generating annual cost savings in excess $5 Million Dollars.

Bob Wheatley Skills

Program Management Process Improvement Strategy Management Consulting Strategic Planning Business Analysis Change Management Management Business Strategy Leadership Cross Functional Team Leadership Integration Project Management Team Building Outsourcing Business Process Improvement Workshop Facilitation Vendor Management Development And Delivery Of Training Business Requirements Facilitation And Documentation Software Applications Development And Development Lifecycle Work Process Development And Optimization Systems Thinking Telecommunications Overview And Ivr Scripting Business Case Production Quality Management And Continuous Improvement Customer Contact Center Implementation And Operations

Bob Wheatley Education Details

Frequently Asked Questions about Bob Wheatley

What company does Bob Wheatley work for?

Bob Wheatley works for Perficient

What is Bob Wheatley's role at the current company?

Bob Wheatley's current role is Senior Project and Program Manager.

What is Bob Wheatley's email address?

Bob Wheatley's email address is bo****@****ors.com

What is Bob Wheatley's direct phone number?

Bob Wheatley's direct phone number is (570)-344*****

What schools did Bob Wheatley attend?

Bob Wheatley attended Marywood University, Misericordia University.

What skills is Bob Wheatley known for?

Bob Wheatley has skills like Program Management, Process Improvement, Strategy, Management Consulting, Strategic Planning, Business Analysis, Change Management, Management, Business Strategy, Leadership, Cross Functional Team Leadership, Integration.

Who are Bob Wheatley's colleagues?

Bob Wheatley's colleagues are Raj S., Ramya Perficient, Chad Babineaux, Richa Kapur, Angela Ochoa Botero, Pallavi Koramkar, Adam Sheppard.

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