Charlie Yi Email & Phone Number

Boston, Massachusetts, United States

Burlington, Ma

Responsible for building and leading a world class service delivery practice which implements and supports a multi-tenant, SaaS based health insurance product and plan management platform ensuring all client implementations generate the highest levels of customer satisfaction, retention, and referenceability.Established the Project Management Office (PMO) and Agile Center of Excellence. This group has established practical and adaptable standards (Work Intake, Estimation & Pricing, Staffing), provided governance (Statements of Work), enforced accountability, and established project discipline (Planning, Change Management) increasing the delivery of projects with predictable consistency, efficiency, and success leveraging both Waterfall and Agile/Lean frameworks.

Leader of Operations Management department which consists of the Project Management Office, Technical Documentation, Operational Reporting, and Training. This shared services group is critical in establishing best practices, policies & procedures, strategic planning, and supporting client implementations which have increased the efficiency and delivery of Visiant’s overall strategic goals.

Framingham, Ma

Drove all facets of complex implementation, software, and IT projects to a successful conclusion through effective planning and management utilizing Agile/Scrum Frameworks and traditional Waterfall based methodologies.

Led management of project lifecycle from initiation to closure for anchor clients' (company investors) projects representing $1.5 million in revenue and drove strategic planning resulting in a 2 year project roadmap resulting in $3.5 million in billable Statements of Work.

Boston, Massachusetts, United States

Led the implementation and day-to-day operational management of Mass General Brigham's Grants Management application which administered a research portfolio of over $3 billion to over 5500+ users at all management levels.

Driver for product requirements and daily program oversight of the Collaboration and Research Strategies products, two of four knowledge management product lines in the OGCKO.