Dale Heath (Mba, Csm) Email & Phone Number

Marlborough, Ma, Us

Business Analyst researching, documenting and developing the Commercial Portal and associated Admin Tool.

Migrating on-premise apps to the Azure cloud.Agile Scrum Master and Delivery Lead for the Investment Management IT team.

Technology Project Manager on the Information Technology Services team. Delivered the Impact Monitoring and Student Progress Monitoring reports on the PowerBI and Azure Data Mart architecture. Researched, documented and delivered Assessment requirements. Delivered the TargetX 2019-2020 Applications and Decision Modules.Training: EDX Data Visualization with Power BI, Trailhead Salesforce Administration

Boston, Ma, Us

Product/Project manager for Fidelity Brokerage Technology’s New Client Onboarding Replatforming (NCOR) program, running an Agile project to streamline and automate the new client onboarding data analysis process. Designed and implemented an integrated Oracle, Informatica and Business Objects environment to automate onboarding analysis reporting. Through our Proof of Concept, we reduced the manual reporting process for a typical event from 50 days to approximately 30 minutes.

Boston, Ma, Us

Project manager on Fidelity Customer Protection Services’ 4-year, $45M, Next Generation program to simplify and streamline the delivery of centralized security services for Fidelity customer-facing applications. Implemented Agile development using JIRA for story creation, estimation, sprints and team stand ups, delivering project status through Confluence and directly to management through weekly meetings.Tools and Environment Build Out, Governance and Operations (January 2015 – June 2015) Worked directly with the principal architect to manage the design and implementation of a new development environment to facilitate Continuous Integration and Delivery and Test Driven Development. Managed Test Data Library Services development, ODM Business Rule Governance, Oracle DB relationship.Content Management (December 2013 – December 2014) Managed the $2M content management budget with cross-organization resources and ramping plans. Managed the web, responsive design and widget development for each security capability. Organized and facilitated the 2-week, Tridion fusion in Salt Lake City to validate and develop project goals, guiding principles, strategy and approach.

Norwell, Ma, Us

Reporting directly to the CIO in an extremely fast-paced environment, managed the application development teams responsible for the Waste Information Network (WIN) application suite, including all order to cash processes utilized by 13,800 employees. Monitored SDLC compliance, implemented process improvements and matured MIS organizational processes. Coordinated with Business Partners, Architecture, Database, Technology Infrastructure and Quality Assurance teams to deliver successful MIS projects. Nominated by the CIO for the Management Development Program. Wrote the requirements and managed the development of the Sharepoint Portfolio Management System to centralize all project status reporting. Facilitated the MIS Steering Committee Meeting, reviewing and prioritizing the MIS portfolio of nearly 500 projects with the CEO and Senior Management team. Implemented process improvements within MIS for Systems Overview education, Staff Onboarding, Technical Debt, Domain Documentation.  Worked organizationally to develop, standardize and maintain the WIN Release Calendar, facilitating monthly business close, infrastructure and database team requirements through proactive yearly planning.  Directly managed a staff of project managers, business analysts and software developers while facilitating Accenture and Vertex technology associates, delivering 593 WIN releases in 2012.

Norwell, Ma, Us

Domain manager for Payroll, Purchasing Card (PCard) and Worksheets. Managed requirements, sprint definition, development, requirements changes, issue tracking and resolution, and production support. Managed the Web and Mobile (Motorola Handhelds) components of these domains. Performed end-to-end testing through these domain applications. • Worked directly with the CEO and business sponsors on a PCard Operational Excellence program, writing the requirements for new dashboards and applications to substantially increase oversight of the $60M annual PCard activity for all Branch Managers and executives.• Implemented a new user group to identify necessary usability improvements while working with the technical lead to architecturally redesign the applications to implement extensive performance improvements. • Utilized Balsamiq to redesign the PCard Reconciliation pages, reducing data input time by 75%.• Created and published end-to-end documentation for my domains.• Wrote requirements and designed the PCard Mobile application for iPhone and Blackberry implementation.• Quickly became versed with Team Foundation Server (TFS), .NET, Silverlight, handheld development, Balsamiq.

Boston, Ma, Us

Managed business and technology programs, establishing standards, improving efficiencies and reducing technology-related challenges for a Brokerage Trading Portal supporting $709 billion in assets for 320 brokerage clients with a user base of 85,000 investment professionals and 1.2 million consumer users. Designed and administered a secure, configurable, entitlement-driven system that delivers client-approved, user-specific functions.Strategy Development Led development of a comprehensive, multi-category, multi-year, technology delivery strategy that consolidated and categorized hundreds of technology projects from dozens of internal and external technology providers. Program and Project Management Increased efficiency and reduced costs by implementing the Browser/ Operating System program.  Re-engineered Client Service Level Agreement (SLA) Reporting. Directed the program and delivered contractual, client-specific and generic SLA reporting showing operational and technical performance against existing client SLAs. Continually improved data collection and reporting methods.

Boston, Ma, Us

Led development and implementation of a new Vendor Management program, unifying performance and availability SLA. Identified and rectified an annual $1.2 million loss-gap between client and technology SLAs.

Boston, Ma, Us

Managed several technology teams and implemented process improvement. Recruited to manage the Web Quality team of 10 associates. Personally delivered the monthly Web Executive Report to the two presidents of Fidelity Technology, presenting availability, performance, and quality metrics for six key, client-facing, web applications including Fidelity.com and Streetscape enabling senior management to prioritize and finance identified technology improvements. Automated the Web Executive Report, providing a push-button, automated process. Reduced an outdated, 65-page report with a three week production time to a real-time, 18-page, comprehensive Executive Report.

Boston, Ma, Us

Built the TechOps team of eight associates, assuring 24/7 availability of the IBG portal and release management for all monthly and off-cycle installs. Managed the Internet Operations Center and Gomez relationships, establishing availability and performance monitoring, data collection and reporting for the Streetscape and myStreetscape applications and infrastructure.

Boston, Ma, Us

Project Manager for the Brokerage Trading Portal Common Administration System (CASY) to administer security, entitlements and site customization for hundreds of client-specific trading sites.Analyst for Streetscape User Interface Redesign, Project Manager for View Matrix and View Migration

Boston, Ma, Us

Business Analyst and Development Manager: 401(k) retirement proposal system, client/server aspect of Year2000, developed mainframe component of the FIIS Voice Response Unit

Us

Network Application ServicesNAS was responsible for the entire Bank of Boston electronic mail infrastructure and all process and procedure around its implementation and support. I managed several NAS projects: Privacy Policy, Directory Synchronization, Bulletin Board Synchronization, Account Maintenance and Clean Up, Storage Management System (SMS) Renaming, Contingency TestCash ManagementResearched and documented PEP+ batch job dependencies and led the rewrite of the ACH nightly cycle’s JCL, reducing the nightly processing time by several hours. Assisted in the consolidation of affiliate ACH systems and operations into the Bank of Boston's Common Software PEP+ 3.0 environment.Mutual FundsMainframe developer for their Mutual Fund Transfer agency. Integrated new tax withholding logic into batch, online and batch-post programs for BKB, Pioneer and Colonial, in order to bring the Eagle System into compliance with IRS tax withholding regulations

Mainframe programmer on the COIN system, reporting profitability and building collection schedules for the pay telephones.

Masters, High Tech Mba

Bs, Computer Information Systems