Cathy Shea Email and Phone Number

Direct a team of Portfolio Managers and Business/Data Analysts responsible for project portfolio management, portfolio planning and analysis, demand management, and project pipeline managementPartner and consult with senior leadership to achieve strategic objectives of the enterpriseManage strategic prioritization and expectations, present critical information to senior leadership and key stakeholdersDevelop and implement data governance to ensure correct and actionable reporting, and enable data-driven decision makingProvide regular, on-going feedback on the development of core processes and areas for improvementEnhance team performance and cohesiveness by leading, mentoring, training, motivating and coaching, and driving continuous innovation and experimentation

Hire, train and mentor portfolio management staff. Communicate job expectations and plan, monitor and appraise job results. Coach, counsel, and proactively identify training opportunities. Implement and provide guidance related to PMO processes and policies and develop, manage and lead continuous process improvement strategies and initiatives. Manage strategic alignment of portfolio categories through evaluation, selection and prioritization. Execute, track and measure achieved business outcomes and benefits. Partner and consult with senior management and leadership stakeholders to manage program/project demand and create prioritized project portfolio reporting. Promote methods and techniques (both qualitative and quantitative) to analyze data to generate portfolio dashboards and reports, enabling objective evaluation of IT investment scenarios.

Portfolio Manager for Engineering, Enterprise Architecture, and IT Risk & Security domains. Services provided include Project Portfolio Management, Portfolio Planning, Demand Management, and Project Pipeline Management.Manage strategic alignment of portfolio categories through evaluation, selection and prioritization. Execute, track and measure achieved business outcomes and benefits.Partner and consult with senior management and leadership stakeholders to manage program/project demand and create prioritized project portfolio reporting.Manage strategic prioritization and expectations and present critical information to senior leadership, key stakeholders, and project and program managers.Promote methods and techniques (both qualitative and quantitative) to analyze data to generate portfolio dashboards and reports, enabling objective evaluation of IT investment scenarios.

Primary SME liaison between business users/BAs and IT project teamManage user expectations and requirements scopeGather, analyze, document, and manage business and/or functional requirements for various initiativesLead functional documentation design - use cases, functional specifications, reports, screen prototypesCreate user guides, reference manuals, training material, and code release artifacts as appropriateCreate and present business and/or functional requirements specification documents

Manage software development projects including a predictive modeling system and a pharmacy locator application: Prepare project documentation (including budgets and timelines), manage the Quality Assurance (QA) and User Acceptance Testing (UAT) process and document results, create client training materials.Facilitate Hospital System Population Health Readiness Assessments: Create pre-site visit questionnaires, perform interviews, analyze responses, prepare documentation for presentation, and create final Assessment report.Create Functional Specification documents for software development projects.Create Statements of Work, Work Orders and Master Services Agreements for various clients.Create investor presentations for senior leadership.

Managed the client experience and helped ensure customer satisfaction for six mid/large clients in the Northeast regionPerformed business analysis - research, reporting, decision support, budget impacts, and requirements developmentFacilitated rapid resolution of client issues using direct feedback, critical thinking, and cross-functional collaborationActed as client’s single-point-of-contact and trusted advisor for problem reporting, mitigation, and resolutionCoordinated internal efforts to resolve client issues with a cross-functional support team - IT Development, Product Management, Customer Service, Sales, Client Advocates, Technical Support, and 3rd party vendorsCoordinated on-site client software upgrades to ensure user enablement, problem resolution, and full functionalitySenior Business Analyst – Solutions Development Organization (SDO) February 2013 – May 2013Assisted in the creation of the Critical Account Program to support clients with mission critical issuesElicited and analyzed information provided by Client Operations, Solutions Development, and Sales to assess business challenges, determine budget impacts, and propose solutionsCoordinated with internal team members to expedite internal and external stakeholder requestsDesigned reports and dashboards within Salesforce.com to expedite critical account client case resolutionDeveloped/managed tools to analyze issues related to current/prospective clients; present findings at Sales and SDO leadership meetingsDeveloped/managed processes, tools, and reports conveying client expectations and outcomes to SDO and Sales leadership

Assisted in the creation of the Critical Account Program to support clients with mission critical issuesElicited and analyzed information provided by Client Operations, Solutions Development, and Sales to assess business challenges, determine budget impacts, and propose solutionsCoordinated with internal team members to expedite internal and external stakeholder requestsDesigned reports and dashboards within Salesforce.com to expedite critical account client case resolutionDeveloped/managed tools to analyze issues related to current/prospective clients; present findings at Sales and SDO leadership meetingsDeveloped/managed processes, tools, and reports conveying client expectations and outcomes to SDO and Sales leadership

Business Process Change Consultant – PMO, Jul 2012 – Feb 2013Led change initiatives during a time of rapid transition to ensure stakeholder satisfaction, cultural adoption of new processes, continuous improvements, and alignment with corporate strategiesUsed Agile/Scrum and Lean methodologies to streamline and improve the effectiveness of highly complex interdepartmental and enterprise change initiatives Led collaborative efforts to define, improve, and ensure adoption of standard BCBSNC practices for managing waterfall and Agile projectsActed as content expert and Change Agent for PMO process change management, governance, and communication

Created, facilitated, and governed the Gate Review Process that identified project and portfolio risksManaged organizational metrics identification, collection and reporting processes for governance and compliance; reports and analytics used by PMO and IS leadership to make strategic business decisions Collaborated with Sr. Leaders, PMs, and stakeholders to identify problems and improve project deliver processes

Researched and evaluated information needs to proactively collaborate with external/internal customersCreated, populated, and maintained UAT intranet site and various SharePoint sites. Co-creator of the “Blues Testing Forum”, an informational program that collaborated with BCBS Plans throughout the United Stated to discuss shared issues and best practices related to Quality Assurance and UAT

Tracked COO Goals / Initiatives status, gathered data, prepared results reports, and distributed to stakeholders. Designed customer feedback mechanism to gather COO meeting improvement suggestions. Identified process improvement opportunities and implemented process changes.Developed requirements specifications and collaborated with subject matter experts to analyze trade-offs between usability and performance needs. Created and maintained computerized reporting mechanisms. Coordinated COO Management meetings including procuring speakers and meeting logistics. Acted as Executive Liaison for the 2008 Project Management Organization Summit. Responsible for all contact with executives, coordination of schedules and ground transportation, personalized portfolios, ancillary non-Summit meeting set-up, and on-site logistics.Created, designed and populated Enterprise Business Process intraweb site

Responsible for all aspects of support relating to a senior executive including scheduling meetings, maintaining business and personal calendars, coordinating domestic and international travel, preparation of expense reports, creating and maintaining contact database, preparation of presentations, screening calls and correspondence and responding as appropriate. Liaison between the SVP and all direct reports, corporate officers and board members. Coordinated all aspects of numerous off-site meetings including quarterly Management meetings and Future State meetings. Coordinated and attended staff meetings, compiled agenda, prepared appropriate information and materials, and produced minutes.

Responsible for all aspects of support relating to a senior executive in a not-for-profit organization including scheduling meetings, maintaining business calendar, coordinating travel, preparation of expense reports, compiling and maintaining contact database, preparation of presentations, screening calls and correspondence and responding as appropriate. Liaison between the President and all direct reports, other hospital staff, board members, patients, and community leaders. Developed and tracked management action plans based on corporate strategic plan, goals and mission, providing regular updates to President. Conducted research on key topics and issues using on-line databases, journal searches and other resources, and composed and prepared reports and summaries. Planned and coordinated events sponsored by the President including major donor events. Coordinated and attended executive staff and other senior level meetings, prepared appropriate information and materials, compiled agenda and produced minutes.

Responsible for all aspects of support relating to a senior executive.Identified business needs and developed processes to address them through the facilitation of work sessions, documentation of requirements and development of required specifications. Recommended and developed new procedures as appropriate. Worked with management and staff to implement changes. Managed executive office personnel, conducted performance evaluations and salary reviews, initiated programs to increase productivity and efficiency.Prepared various analytical reports for process meetings, participated in the budget process for the executive office, worked closely with Finance department to track available mark-up and profit for sales, recruiting and operations personnel. Created and coordinated President’s Club, a program designed to reward high-level achievement.Coordinated all aspects of 13 annual incentive trips with between 40 and 75 attendees, held in various locations within the US and internationally. Responsible for site inspection, selection and rate negotiation, air travel, ground transportation, on-site outings, award dinners and employee meetings, selection and purchase of awards and gifts, all within budget parameters of between $250,000 and $400,000. Assistant Secretary to the Board of Directors (May 1990 – Apr 2004)Responsible for corporate reporting and record-keeping. Worked with outside legal counsel and Finance department to file all SEC-required financial statements through Edgar. Distributed all press releases via PR Newswire and MarketWire, and compiled and maintained e-mail and fax distribution databases. Primary contact with NASDAQ Market Surveillance to ensure requlatory compliance. Coordinated Stock Option and Preferred Stock programs, including record-keeping and issuance of agreements and stock certificates.Primary contact with Transfer Agent. Coordinated all aspects of corporate Annual Meetings and quarterly Board of Directors meetings.