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SAFe 4.6 SPC, CSP, CSM, CSPO, PMP - SAFe Professional Consultant, Certified Scrum Professional, Scrum Master, Product Owner, Project Management Professional• $2M - Turned around a troubled global multi-vendor system implementation, regaining client confidence• $2.3M - Redesigned a system’s architecture due to multi-vendor solution integration issues, Agile for Dev, UI and UX• $150M - Increase in AR collection by analyzing order-to-cash and by coding Data Warehouse apps for account reconciliation• $6.4B - Merger & Acquisition Lead Agile PM, 1 year ahead of schedule
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Sr. AssociatePoint B Mar 2019 - PresentSeattle, Wa, UsScrum Master / Agile Coach
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Scrum Master / Agile CoachSplunk Sep 2018 - Nov 2018San Francisco, California, Us• Transitioned an IT SysOps Splunk-Infrastructure team from ad-hoc tasks to Agile frameworks and metrics - Analyzed current break / fix pipeline and ServiceNow usage with the team and stakeholders. - Consolidated task intake from 5 pipelines to 2 with stakeholder change-management. - Created a capacity-driven ScrumBan tracked in Jira and SNow. - Coached team, management and stakeholders to collaborate using Agile processes. • Member of Agile Transition Team developing Agile frameworks and Jira stack. -
Sr. Agile Project ManagerAllscripts Feb 2018 - Aug 2018• Healthcare multi-tenancy SaaS product; Lead teams for HIPPA, PII, security compliance, Cust Srvc, Operations process.• Agile Project Manager, Scrum Master; 3 global teams, QA, DevOps process. AWS migration.• Jira-Confluence Administrator, QMetry, AWS integration.
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Agile Coach, Project Manager At Answer FinancialAnswer Financial Feb 2017 - Nov 2017Valley Village, Ca - California, Us• Created the system design and integration of a partner company with AFI systems. Cross departmental: SysOps, Telco, Dev, BI, Sales Ops.• Agile Coach for teams transitioning to Agile, using Scrum, Kanban and Iterative Task Management as appropriate to their workstream.• IT infrastructure hands-on: System Architecture, Software Dev; Networking, Server 2012, SQL 2012 App migration to Azure.• Jira Admin integrating infrastructure and QA teams, with Scrum Dev teams, as a first step to DevOps and rolling releases. -
Financial Bsa, Erp, Project Manager, Agile CoachContractor - Benhamou Global Ventures / Others Feb 2015 - Jan 2017• Yardi ERP: - Scrum Master for dev team and Product Owner/BSA with Finance team. - Fixed Asset and Tax Entity Property Reconciliation project (BSA, Scrum Master). - Integrated Yardi’s Purchase Order module with a vendor’s Sales and Use tax system (BSA).• Replaced Excel VBA app with a Data Warehouse SSRS web interface for field operations (BSA, Software Dev).• Venture Capital firm: Provided year-end and quarterly Financial Reports, Investment Portfolio Analysis, and bookkeeping audits.
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Agile Coach, Technical Project ManagerGranite Construction Company May 2014 - Dec 2014• Agile Coach for Finance and developer teams transitioning to Agile.• Financial SaaS / ERP integration application (BSA, Agile Coach).• Finance process automation integrating SharePoint and ERP (Systems Architect and Agile Coach).• Legal Matter Content Management system migration to SaaS provider reporting to CLO; (ETL SQL database analyst, PM).• Hybrid on-premises/cloud Office 365,Exchange, SharePoint 2013 SaaS migration (BSA, PM) -
Technical Project Manager, Agile Coach, BsaFiducia Partners Llc Sep 2013 - May 2014• Deployed and configured SaaS tax system, UltraTax CS: migrated client records.• Deployed Office 365 Enterprise SaaS: Exchange, DNS, Users, IMAP and PST migration.• Configured SharePoint 2013 online; firm and client portals for records management.• QuickBooks setup: standard Chart of Accounts and reports, Property and Business tax, asset management.
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Project Manager, Business Systems Analyst, Agile CoachTechnicalprojects Sep 2012 - Sep 2013• Scrum and PMP used for business process automation, software dev. Quickbooks setup• Developed a Legal contract app to automate creating contracts with interdependent legal clauses• Provided quarterly reports, investment portfolio analysis and bookkeeping audits for a VC firm
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Client-Facing Agile Technical Pm, Solution Architect; Professional ServicesRicoh Jan 2011 - Sep 2012Exton, Pa, Us• $2.3M – PM, Scrum Master and Systems Architect: California State government, document management process automation- Redesigned the integration of a multi-vendor solution with the legacy system. - Partnered with client IT for implementation and UAT functional testing. Managed vendors; core team 14, extn 24.• $2M – Managed a challenged global document management project, regaining client confidence. - Worked with the client’s Operations, Security, IT and Change Management teams; and the vendor’s developers and management.- Agile implementation and deployment of layered features, testing, UAT and global roll-out in release iterations. - Wrote analytics and reporting software for management. Testing, QA and UAT with Change Management; core team 10, extnd 19.• Content Management implementation ahead of schedule, below budget. Managed vendor integration of document management and Financial systems. Core team 8; extn 15• Developed SharePoint 2007 project management sites and wrote software to integrate SharePoint with Excel. -
Client-Facing Agile Pm, Bsa, Software DevConsultant & Contractor For Smbs. Aug 2008 - Jan 2011• Wrote software for automated processing of reports for a semiconductor manufacturer’s systems, reducing 10 days a month to 10 hrs.• Managed an Office '03 to '07 upgrade; wrote software converting 300+ Excel apps with 5000+ links. Provided Office 2007 training.• Architected ISO 9001 Document management system integration with manufacturing operations.• Deployed SharePoint 2007; Developed sites for Finance process automation, collaboration; provided staff training.
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Program ManagerHewlett-Packard Jan 2008 - Jul 2008Houston, Texas, Us• $100M – Consumer software integrated with 3rd party partner’s applications. Direct reports 10, extended team 25.• Managed Marketing, Sales Ops and 3rd party stakeholders using Agile prioritization and release schedules. (US, India and Brazil)• Managed and coded tools for localizing the software across EFIGS and APJ.• Key contributor in resolving a $x00M lawsuit, restoring confidence thru our new Agile team delivering on commitments.• Team attained highest quality metrics to date on the app installed on 10M+ PCs per year.
Daniel Bols Skills
Daniel Bols Education Details
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University Of MichiganElectrical And Computer Engineering -
University Of MichiganManagement Information Systems And Services
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Massachusetts Institute Of Technology2 Yr Independent Study Program By Invitation
Frequently Asked Questions about Daniel Bols
What company does Daniel Bols work for?
Daniel Bols works for Point B
What is Daniel Bols's role at the current company?
Daniel Bols's current role is Sr. Associate at Point B.
What is Daniel Bols's email address?
Daniel Bols's email address is db****@****att.net
What is Daniel Bols's direct phone number?
Daniel Bols's direct phone number is +140883*****
What schools did Daniel Bols attend?
Daniel Bols attended University Of Michigan, University Of Michigan, Massachusetts Institute Of Technology.
What are some of Daniel Bols's interests?
Daniel Bols has interest in Christianity, Investing, Electronics, Reading, Sports, Family Values.
What skills is Daniel Bols known for?
Daniel Bols has skills like Integration, Agile Methodologies, Management, Project Management, Business Process, Pmp, Agile Project Management, Enterprise Software, Program Management, Business Process Improvement, Sharepoint, Vendor Management.
Who are Daniel Bols's colleagues?
Daniel Bols's colleagues are Pam Mcpherson, Scott Watson, Ted Retecki, Rosleidys Oliveros, John Taylor Sheeran, Leah Montgomery, Scott Freeborn.
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