Dan Shreve, Mba, Pmp Email & Phone Number

Denver, Colorado, Us

• Project Management: Owns the scope, timeline, and budget of 15-25 concurrent customer-facing projects in an enterprise SaaS environment. Manages detailed project plans, issue lists, and other supporting documents throughout the project to achieve and exceed client expectations and project milestones. Leads customer project kickoff calls, team introductions, defines project cadence, and develops ongoing customer communication plans. Facilitates customer status calls, workshops, and planning meetings, as well as project discovery sessions with all client business representatives and Wurk project team members. Communicates and publishes project status to the client and project team.• Engagement Management: Builds strong relationships and high customer satisfaction via quality verbal and written communication across clients, vendors, and stakeholders. Operates effectively by managing internal and external expectations, using judgment and experience to balance business objectives with client goals. Spends time understanding clients’ objectives and delivers programs that support their goals. Liaisons with Wurk and customer team members to resolve project and process issues in a timely manner. Creatively problem solves when difficult situations arise and collaborates with clients and internal team members resolve delivery challenges.• Operations Management: Schedules and coordinates all project resources and activities. Analyzes critical path of projects to ensure deadlines and milestones are achieved. Prepares assigned project resources with necessary project-related information, ensuring proper understanding of requirements, roles & responsibilities, work processes, and success criteria. Identifies and assesses project risks, develops risk mitigation strategies and contingency plans. Maximizes customer value as well as Wurk revenue by designing outstanding client experiences and achieving critical project success factors.

Santa Monica, Ca, Us

• Strategic Project Management: Led strategic implementation projects, including new Gainsight CRM system, including reimagining existing Excel-based system from the ground up to better address implementation tracking, issue documentation and escalation, project health assessment, and leadership reporting. • SaaS Project Management: Oversaw 4-5 concurrent client implementation projects for Cornerstone’s learning portal. Consulted with clients to define requirements, develop project collateral, and manage project schedule. Conducted weekly calls and communicated current status and next steps to project team, customer, corporate partners, and project sponsors. Ensured alignment to implementation best practices. • Operations Management | Partner Management: Managed staffing for 100% of North America and Latin America implementation projects. Monitored and reported on closing deals in the sales pipeline. Coordinated project staffing between leadership, internal consultants, and 10+ third-party implementation partners to ensure that projects were quickly assigned the appropriate consulting resources. • Executive Reporting: Developed monthly client implementation report for senior leadership to share information on new clients launching in the Americas, EMEA, and Asia Pacific divisions. • Dashboarding: Evolved project dashboard to add real-time monitoring of active implementation project status. • Collaborative Leadership: Coordinated three internal teams to design process for automatically assigning administrator training to newly signed clients. • Compliance Reporting: Designed, built, and now distribute a bi-monthly report showing past due project milestones for 10+ North American implementation partners. • Process Design: Combined the principles of Getting Things Done by David Allen and Two Awesome Hours by Josh Davis to create a unified seven-step process for maximizing personal effectiveness and efficiency.

Santa Monica, Ca, Us

• Program Management: Provided oversight for both client and Cornerstone implementation partners for 10+ concurrent projects. Collaborated with executive sponsor and project management team to define overall program framing and execute cohesive operation of multi-project implementation portfolios• Dashboarding | Leadership: Architected project dashboard for tracking contracts nearing close and assigning appropriate project personnel to their implementation projects. Leveraged dashboard data to calculate projects assigned and completed by each consultant (KPI). • Continuous Improvement: Innovated new Delivery Assurance workbook tool to improve the effectiveness of DA checkpoint meetings as well as client-facing checkpoint reports. • Operations Management: Created and distributed weekly project pipeline report to leadership. Exported and evaluating raw sales opportunity data and performed additional research as necessary. • Business Analysis: Researched highly effective written communication and human attention span to create a status report that successfully delivered critical information more quickly.• Strategic Agility: Created and presented on the importance of leveraging the unique perspective of the Delivery Assurance team. Presentation focused on identifying where team has unique and valuable perspective and the importance of sharing that perspective with clients

Santa Monica, Ca, Us

• Project Management: Managed portfolio of 10+ simultaneous multi-phase implementation projects of Cornerstone's Learning, HR, Recruiting, Onboarding, and Succession platforms. Coordinated remote teams comprised of both outside partners and Cornerstone staff to ensure compliance with contracted scope, budget, deadlines, and quality checkpoints. Integrated with HRIS platforms including ADP and Workday.• Business Analysis: Created tool for expediting and tracking the Latin America backlog of stalled projects. Using this focused methodology had a significant positive impact on recognizable project revenue.• Operations Management | Compliance: Acted as Forecast Owner for Latin America Region (consisting of 400+ implementation projects). Leveraged existing North America processes and tools to smooth project variance and decrease overall client implementation time.

• Project Management: Led multi-phased and multi-site implementations of Curaspan patient transition software as a service application for large hospital systems. Established relationships with key strategic customers through superior relationship management, coordination, and support. Major accounts included Johns Hopkins Medical and Providence Medical Group. • Process Optimization: Collaborated with other Senior PMs to evaluate existing implementation process from top to bottom, eliminate unnecessary tasks, combine tasks where possible, minimize waste, and optimize task order. By condensing the existing project methodology from 8 to 4 phases, streamlining implementation projects dramatically.

New York, Ny, Us

• Project Management: Annually managed 15+ remote enterprise SaaS implementations with 6-8 projects ongoing concurrently. Coordinated all necessary project meetings and communications, created and maintained project plans, issues logs, status reports, financial metrics, and technical specifications. Led major enterprise implementations for a variety of Fortune 500 clients, including FedEx, Nordstrom, and Sony America. • Continuous Improvement: Created or revised 20+ items in team project document repository in addition to contributing 30+ knowledge base articles. Dedication to standardizing and improving process documentation and methodology enabled entire team to be more efficient and effective.

Bellevue, Wa, Us

• Project Management: Annually led 20-25 enterprise implementations of SaaS expense management portal with 10-12 concurrent projects. Fulfilled senior project management responsibilities, including mentoring new hires and acting as an escalation point for the implementation team. • Process Optimization: Management challenged the implementation division to decrease average days to implement a portal from 115 days to 100. Applied Lean principles to minimize delays, waste, errors, and redundancies in standard implementation methodology. Resulted in client launch time being reduced from 115 to 85 days, twice the improvement that leadership was hoping to see. The decrease of implementation time by 26% was complimented by a 21% improvement in project forecast accuracy. Shorter project duration led to quicker revenue recognition of recurring monthly services, resulting in implementation team revenue exceeded top-line guidance by 14%.

Bellevue, Wa, Us

Bellevue, Wa, Us

Seattle, Wa, Us

Masters Of Business Administration, Technology Management

Bachelors Of Philosophy