Gary Haley Email & Phone Number

Columbus, Ohio Area

Dedicated technologies Inc.(DTI)Through the final 6 years at DTI ,while serving full time at the client site I have, in the off hours, Interviewed Senior consulting candidates for positions with DTI, Participated in Sales Calls, Trained and on-boarded new DTI contractors at Nationwide and other locations. I have also served on software evaluation committees for DTI internal systems.PROJECT MANAGER FOR NATIONWIDE FINANCIAL (Client Assignment) January 2015- July2015Managing 3 projects in 2015: all are enhancing the sales data warehouse and Sales and Commissions reporting systems. These efforts spanned 4 Agile development teams with a core team of 5 and monthly releases. Total budget $1.58M forecast of 21K development hours.

Columbus, Ohio Area

Managed 5 projects in 2014: four were enhancing the sales data warehouse and Sales and Commissions reporting. These efforts spanned 4 Agile development teams with a core team of 5. Total budget $1.58mm 19,275 development hours. Negotiated a contract in bring in outside WebFocus 8 expertise to assist with design and development. Key Accomplishment:• Delivered current sales reporting graphically to tablets used by the sales force. This effort used WebFocus 8 technology• New data mart for life sales reporting.Managed a separate effort for Pensions Website a $1.5mm upgrade to implement a complex model to estimate personal portfolio value at retirement for pension plan participants $1.5MM, 17,479 hours enhancement for 400 plans in the Pension Plan Portfolio. Interfaced with 3 Agile development teams, core team of 5 leads. Key accomplishment:• Used Rapid Alignment process with business to accelerate the project initiation and scope defination• Responsive design of site • Developed user interface based upon formal user experience testing “Concept testing”, (Rapid Iterative Testing and Evaluation) “RITE testing”, and “Validation testing”. • Project implemented as scheduled and on budget.

Columbus, Ohio Area

Managed 6 projects total 29,943 hours $2.88M Development.1) Upgrades to existing sales and commissions data warehouse and reporting capabilities for sales management. 2) Rapid Development effort that took small business request for enhanced reporting or systems changes and push them to implementation in 8 weeks or less. ($420K) 3) Off shore build of a website to support Sales Goal Management.4) Standardize letters produced by financial applications to reduce mailing processing cost and meet Corporate Marketing look and feel standards. 5) Upgrade a pension website to include a new device responsive dashboard for 400+ pension plans6) Built the capability to enroll Pension Plan Participants on 20 tablets that are housed in a mobile cases for the pension sales staff to take to the client site . All projects implemented as scheduled and within budget.

Columbus, Ohio Area

Managed 2 projects’ total $1.5M: assumed responsibility for 2 projects mid year. The project’s reporting of monthly financials were not meeting the expectation of management. The situation was corrected in a two months; schedule built compliant to Nationwide’s standards, smoothed management and business customer relationships, and consistently delivered as schedule in the second month.PROJECT MANAGER FOR NATIONWIDE INSURANCE COMPANY (Client Assignment) Jan 2012 – July 2012Seamless Distribution strategy On Your Side Review, project budget 1.3mmThe Seamless Distribution Strategy (SDS) was an initiative under the Distribution Excellence (DE) Program that focused on driving multi-Channel improvements and capabilities to deliver a best in class customer experience as well as enhance the Agency/Channel experience. The SDS On Your Side Review effort consists of thirty-seven initially identified improvement opportunities. Project will touch 16 different applications; the core team consisted of 15 individual areas. The project was on an accelerated schedule and requirements have been defined. The project was transitioned to a Nationwide PM for Design, Development and Implementation.

Columbus, Ohio Area

PROJECT MANAGER FOR AN INSURANCE COMPANY (Client Assignment) CIM SVOC DC Direct project budget 1.5MM and interfaced 7 different application areas this project enabled the Single View of the Customer (SVOC) capability within Pension Plan Management system (DC Direct) by establishing the connection between DC Direct and ECIF (Enterprise Customer Information System) so that cleansed addresses for participants are consumed via event messages. NCOA (National Change of Address) events were also be consumed. As part of this effort Addressee lines were added to DC Direct all reports, Utilized Service Orientated Architecture (SOA) for all interfaces. Managed Project Team and Development teams utilized Agile or waterfall development methodologies, interfaced mainframe and Web. The project implemented on time under budget with no major defects, received an “exceeds” rating from the business for delivering business value.PROJECT MANAGER FOR NATIONWIDE INSURANCE (Client Assignment) Mary 2011 – Aug 2011Project purpose to upgrade to a new release of a web tool, external vendor supplied software. Budget $30K with 4 team members. Project implemented on time and returned $10K to the business.PROJECT MANAGER FOR NATIONWIDE INSURANCE ( Client Assignment) Feb 2011 – Nov 2012e-Confirms for Advisors $788k Transaction confirmation letters are currently mailed to Financial Advisors for their customer’s transactions costing on average $1.3 million per year. By utilizing the electronic delivery process for the majority of advisors and firms, we can reduce mailing expenses, provide more timely notification of customer transactions, and support “Go Green” initiatives. Core team of 10, utilized 7 different Agile development teams. Project implemented 2 months later then planned and within the budget with no significant impact to Financial Advisors or firms.

Columbus, Ohio Area

PROJECT MANAGER FOR NATIONWIDE INSURANCE (Client Assignment) Enhanced Plan Management for the Pension Plan Administration Services (PAS), a Web application, budget 2.2MM Several key enhancements identified from user & competitive research, these will be prioritized based on impact for the investment professional. Some of the Program features included PAS 2.1 carryover 1) De-couple Deferral amount and On Line Enrollment to private 2) Flexible e-mail Reporting Enhancements. 3)Tactical improvements 4) Fillable PDF forms 5)PAS 2.1 - Enhancements to FastPay( increase/decrease participants contribution to plan) 6)Reporting Enhancements to Goal State 7)Plan level dashboard Public Releases in April, June, July Aug, Nov, Jan, April. Utilized Agile development methodology. The project was implemented on schedule and within the initial budget.PROJECT MANAGER FOR NATIONWIDE INSURANCE COMPANY (Client Assignment) Oct 2009 – March 2010Simultaneously managed a Corporate Owned Life Insurance, COLI, Sales and Service Center project to enhance the COLI Web site using two Agile Development Team, ($116K) Team of 5; indirect team of 15 Agile Developers.PROJECT MANAGER FOR NATIONWIDE INSURANCE COMPANY (Client Assignment June 2009 – April 2010Income Insight - Retirement fund duration model Based upon Ibbotson retirement model ($250K) The tool uses the funds available at retirement and a static categories of investments (eg. annuities, money markets and large, medium, and small capital equities) to generate proposed mix of investment categories that could provide a stable income and return over the retirement period. Project completed on time within budget.

Columbus, Ohio Area

PROJECT MANAGER FOR NATIONWIDE INSURANCE (Client Assignment) Managed SSC Client Builder project $1.3M (14K+ hours) Web development project. Managed core team of 10 and indirectly an Agile Team of 15. Result: project implemented on schedule under budget. The Project was nominated for a annual significant contribution award.• Added 50 + web pages to the Sales & Service Center, SSC, a Commercial Pension Plan Web site. • Added 100 + relevant presentations and sales literature that connect offline Marketing activities with online activity. The Business now has the capability of adding material for SSC users quickly without requiring IT resources. This section is filterable allowing the user to filter the available document to isolate subset that will meet their needs. Presentations and sales literature were implemented using a dynamic web interface to the content management sub-system Documentum.• Added 10 new modules to help investment advisors build their business with the Client. The modules presented investment advisors with resources and dynamically accessible marketing materials based upon advisors licensing. (Business Builders). • Added four product sorters to help advisors learn about NF products and where we're competitive. This section is expandable with lower cost to the business and can be changed without requiring code to change This also adheres to the site security model and dynamically presents only the products the user is licensed to sell based upon is home office designation.• Utilized User Experience Designers and conducted “Concept testing”, (Rapid Iterative Testing and Evaluation) “RITE testing”, and “Validation testing” with a full light weight model.

Columbus, Ohio Area

INTERIUM PROJECT MANAGER FOR NATIONWIDE INSURANCE COMPANY (Client Assignment) Pensions delivery $800K Budget: This project enabled web users, Pension Plan Participants, access to their pensions statements . Interim project manager to keep the project going until a full time Nationwide project manager was assigned, managed the project for 4 months. I was primarily responsible for developing a detail design and development plan. The projects spanned 7 different organizational areas and required them to complete work in a defined sequence to implement correctly. PROJECT MANAGER FOR NATIONWIDE INSURANCE COMPANY (Client Assignment) Oct 2008 – April/2009Registered Investment Advisor Access Project. This project allowed Schwab Registered Investment Advisors to access the Client Web enabled tools to sell and trade Client products. This project was implemented in March 2009 on Schedule and Budget. The project spanned four months project cost $225K, 3k development hours, project implemented on time under budget. Managed a core team of 5 and an extended Agile development team on the Sales and Service Center. PROJECT MANAGER FOR NATIONWIDE INSURANCE COMPANY Client Assignment) April-2008- Oct 2008 Retire Ability Check A Web Tool to assess an individuals retirement savings score to determine if the individual retirement savings is on track for retirement. This project was a series of improvements to refresh the tool and add an element for health care expense at retirement. The development work for this project was completed by an external contract company. This project started April 2008 and was implemented in Aug. 2008. Cost $300K implemented on time under budget managed a core team of 5 + external contract company’ schedule and

Columbus, Ohio Area

PROJECT MANAGER FOR NATIONWIDE INSURANCE COMPANY (Client Assignment) Project: RetireSense Cost $733K, 8K hours, I managed a core team of 10 which included: Business communications, Business, Legal, and 15 technical resources, the project was developed utilizing the Agile Methodology.This is a project to enhance the R-IncomeAnalyzer tool. This is a Web tool used by investment advisors to structure an investment strategy for individuals transitioning into retirement. The goal is to maximize the income for the retiree and address individual concerns of market volatility and longevity. The project developed the tool and secured approval by FINRA for use by Investment Advisors. (FINRA is a regulatory body for the Securities Industry). The tool uses the funds available at retirement to identify the categories of investments (eg. annuities, money markets and large, medium, and small capital equities) that will maximize income and return over the retirement period. The tool uses proprietary mathematical model to simulate returns for 30 year periods, for the investment categories, using the history of the last 80 years. The tool uses a strategy outlined in “Buckets of Money; How to Retire in Comfort and Safety”: By Raymond J. Lucia, Dale Fetherling.

Columbus, Ohio Area

Managed the following 3 projects with schedules that overlapped:1) Managed a project to eliminate an antiquated technology that was used in a key vehicle Insurance application. The Technology was replaced with a more flexible solution. Budget $745K, managed 5 direct reports, 15 in-direct reports and 5 off-shore resources with one on shore coordinator. Project successfully completed within budget and time. Key Accomplishments:• Utilization of off-shore resources: A Service Provider was engaged that provided an off-shore staff responsible for development. This provided a low-cost alternative and proved to be a successful collaboration between on and off-shore resources. Savings - $100,636. • Automated Testing: On-shore resources successfully coordinated automated testing of over 1100 test scripts in the Development and Integrated Systems Test regions. • Percent of Custom Application Changed - Roughly 12% 154K lines of code the application contained 2300 code modules2) Managed an effort to “Implement Service Advantage in Columbus”(ISAC) Project was to run a copy of a key legacy mainframe insurance system in Columbus and in Des Moines. During the initial phases of the project a business impasse was identified that could not be resolved. I worked en worked with the Management and Technical teams to successfully cancel the project. 3) Managed a Proof-Of-Concept (POC) project to prove WebSphere 5.1 could support development of a Business Process Management (BPM) system. Managed a second project to establish a schedule for regular software releases for an internal web portal.o Successfully completed POC on-time, within budget for original scope. o Concurrently negotiated with a second vendor, Pega Systems, to demonstrate their product and the speed of their development, second vendor completed the POC in one week. o Project ended and turned release management over to Web Portal staff.

Warsaw, In

SR. PROJECT MANAGER (CONTRACT FOR DEPUY ORTHOPEDICS A DIVISION OF JOHNSON AND JOHNSON) April 2004 - Apr 2005Project Manager for development and implementation of custom real time worldwide interface from a CAD system to the Agile-Product Lifecycle Management system. The $2 million project involved design-engineering locations in 5 countries. I managed the project core team and vendor, planned the migration of existing drawings in four engineering design centers. Managed an infrastructure sub-project to secure and install a UNIX system and set up development, quality assurance, and production environments. PROJECT OFFICE MANAGER May 2003 - March 2004I managed the system and infrastructure upgrade for a worldwide Product Lifecycle Management system (Agile PLM). The system is used in 25 locations in 10 different countries, the system managed all documents related to the manufacturing process; drawings, material specifications, manufacturing specifications, inspection criteria, packing instructions, and was the work flow management process for change management of all product related documents. The system required full CFR 21 Part 11 compliance (validated system). The 11 month, $3 million, project was implemented on time and under budget with minimal user impact.PROJECT OFFICE MANAGER Oct 2001 - Apr 2003 Managed program office for the conversion to a new ERP system, (JD Edwards) $35MM effort. The program was broken down into five separate projects: system infrastructure, the JD Edwards systems customizations the custom reports, integrations, and data conversions. The conversion included migration to corporate based servers, data conversions, and integrations to other systems via Web methods, custom reports, and custom system modifications. • Implemented Earned Value Analysis for project management reporting.

Indianapolis, Indiana Area

Reported to the General Manager; the company specialized in building Web sites for commercial clients; managed six project managers. The business-to-business applications, focused on improving customer service for:1) order status information, 2) invoice details, 3) shipping information, 4) product pricing, 5) order placement using EDI, and 6) warranty tracking. • Established and directed the implementation of project management standards, for risk management, budget reporting. • Managed the development of a business-to-business web-site for a large electric tool manufacturer, incorporating order management, order status interfacing to the JD Edwards ERP system, electronic orders and invoices via EDI.• System was featured at IBM WebSphere Conference in Las Vegas in spring of 2001.• Utilized the following software: IBM WebSphere Application Server 3.2, 3.5, WebSphere Commerce Suite 3.5, 4.1, 5.1, Lotus Notes 4.6, 5.0, Java, JSP, and Microsoft ASP.

Indianapolis, Indiana Area

Managed two concurrent merger projects, both projects required the consolidation of two banking divisions into one, which included migrating to one set of systems, products and one organizational structure. The banking divisions were high dollar customers, two Private Banking Divisions and to two Commercial Real Estate Divisions, the project completed on time, on budget and no adverse customer impact.• Met with Subject Mater Experts (SMEs) and developed schedules, issues, risk, and gap analysis.• Managed schedules, issues, risk, and team meetings. • Maintained information in the project office database.• Reported status to the Merger Project Management Office.

Columbus, Ohio Area

Managed the Project Office for the customization and implementation of the Hogan Deposit Software, assumed the Project Office responsibilities from a departing manager (4 year, $45MM Project).• Managed the development, maintenance and monitoring of consolidated work plans, from 5 different project areas using Microsoft Project.• Management Defined project information work flows.• Directed the maintenance of project documents in a central Lotus Notes project information database.• Produced and presented bi-weekly project status reports to Sr. Management.• Closed the project after it was canceled as a part of a large merger with First Chicago National Bank.

Columbus, Ohio Area

TEAM MEMBER ON PROCESS IMPROVEMENT PROJECT Worked with Big 4 Consulting Group to enhance the bank merger methodology concurrently initiated a project, using the new methodology, to convert all applications of a $9.5 billion bank to common systems and operations. Solicited and established the merger team staffing.• As a Team member met with consultants to develop documentation and process improvements for bank conversions. • Kicked-off a project to convert a large corporate acquisition into the current banking structure using the new improved process. Coordinated the staffing of the project and presented the process to the project team and acquired institution’s management.• Reassigned to a larger project before the project was completed.

Columbus, Ohio Area

First program as corporate project manager for the bank was Mege all Bank One Banks in Ohio into One bank charter; managed the entire life cycle of project. This project required consolidation of 17 individual banks selling different products on similar software, with similar operations, into one $26 billion bank. Managed all areas of the project including Legal, Information Technology, operations, line of business’s, internal and external communications, and workforce readiness. • Managed a core project team composed of managers and project managers from 30 business and operational areas in the bank.• Responsible for project direction status reporting, issues management. • Coordinated project with three Federal Reserve Districts• Managed the merger control center for the consolidation week.• Analyzed nightly operations and data processing windows: facilitated a project team in the identification and implemented of process improvements to meet nightly processing service commitments after the consolidation. Service objective attainment improved from 50% to 98% at project end.• Results: The project was successfully implemented on time with minimal customer impact.

Columbus, Ohio Area

Relationship Manager between the Corporate Business Units in Indiana and Illinois (totaling $9.6 billion in assets) and Bank One Services Corporation, the centralized item and data processing organization. The position required the use of business knowledge, systems knowledge, data processing, problem management, and influence management skills to succeed. Met regularly with C level executives.• Managed and directed cross functional teams from business and technical areas to resolve problems and implement change (projects).• Facilitated development of IT and Operational volume forecast and budgets for affiliate bank operations,. and lead efforts to improved service delivery. • Identified opportunities to reduce data processing expenses. One opportunity saved $400K annually.• Negotiated service levels and inter-company disputed charges.

Indianapolis, Indiana Area

• Partnered with senior management of business units to synchronize business strategies and plans with Information Technology operational and strategic plans.• Reviewed Information Technology and Operations of potential bank acquisitions to quantify merger savings.• Managed projects to assess new technologies for potential use by business units.• Reported to the CIO.• American Fletcher Corp Acquired by Bank One 1986

Indianapolis, Indiana Area

Managed the capacity planning and performance tuning initiatives for multiple IBM mainframes and networks. • Implemented network and system performance metrics.• Implemented utilization based charge back of Information Technology cost.• Coordinated capacity planning with business strategic and operational plans.• Developed business cases for equipment upgrades.

Bachelor Of Science, Mathematics And Computer Science

Activities and Societies: Association for Computing Machinery (ACM) - Communications Chair.

Master Of Arts (Ma), Computer Science

Member and committee chair of the Association of Computing Machinery