James Warren Email & Phone Number

Miami

As a consultant for Lennar, * Developed the high level implementation plan for a new dashboard strategy by articulating the scope, resource plan, and financial plan.* Assumed the role of project manager for an implementation of the organization’s first BI dashboard. * Project organized as a hybrid waterfall and Agile methodology * Communicated directly with the CIO, CTO, and the Director of Architecture and Strategy.

Jacksonville, Florida Area

Project manager for banking center system replacement, while at the same time the organization moved from waterfall to Agile development methodology* Managed the initial development of a new Teller System for the Banking Centers* The organization's technical delivery teams were in the infancy of moving from a waterfall development methodology to an Agile development methodology. Trey set up 6 workstreams, each with a project manager, and managed the day to day tracking of issues, roadblocks, and tasks at the project leadership level. Throughout the project, Trey worked with the leaders and coaches to assist in the transition. * Created executive status presentations and assisted the Technology Executive with delivery of key messages to stakeholders Product Owner for an internal technology delivery dashboard* Assumed the role of Product Owner in a small Agile initiative to deliver a beta dashboard to answer “how is my software factory doing?”* Trey assumed the role of Team Leader of a technology operations team when the manager for the group left for another opportunity. Trey continued the operational processes for consistency of the team.Trey was awarded the Bank of America Platinum Award in 2015. This recognition was given due to Trey's leadership and enthusiasim to take on additional responsibilities to assist another team locate and build out a test lab on the Jacksonville campus. Trey interfaced between the project and facilities to identify the space, coordinate the build out, and bring in the large test machines.

Convergence Consulting Group specializes in developing BI Strategies and Solutions.• Established executive relationships to manage and negotiate the governance functions of the development factory o Through needs analysis and negotiation, successfully reduced the initial scope of 130+ business requests to 77 business requests. This reduction allowed the project to deliver the core/critical needs of the business with the available capacity. o Communicated to all business partners regarding the status of their business request and its relative priority in the factory’s queueo Created and managed the governance process to select and prioritize the work into iterative development cycleso Responsible for all communications to senior executives for the BI Reporting project• Project managed the initial implementation of the Business Objects solutiono Responsible for all project communications and status reportso Managed the budget and resource administrationo On-boarded new resources• Project managed the initial development of a Business Objects self service capabilityo Responsible for work plan development, stakeholder identification and assessments, and capturing high level business requirements for scope definition

Jacksonville, Florida Area

• Managed the development of an approach and strategy to close a business transformation project for a Fortune 500 transportation company * Executed a “give to get” strategy to introduce North Highland to the client * Developed a 5 phase approach from concept to implementation launch * Created the communication materials for the client program manager to sell the concept and approach to program manager’s business stakeholders• Responsible for farming new client relationships within a current client * Developed executive relationships to close and deliver net new and follow on business * Identified additional target opportunities within current client * Within 8 weeks, connected a client contact with resources serving other cities resulting in new closed business for North Highland in other offices• Stratified targets based upon revenue, margin potential, and propensity to purchase consulting services * Developed and executed targeted account action plans to achieve business KPI’s• Managed and delivered an IT and business transformation vision and current state analysis for a Fortune 500 company’s Order to Cash process• Managed and delivered a future state business process for a Fortune 500 company’s Safety divisions• Delivered an analysis of a health care provider’s revenue cycle for use in roadmap planning and contract negotiations with Cerner

Jacksonville, Florida Area

• Managed the IT PMO. Responsible for organization resources, budget, and delivery processes. * Responsible for 12 resources (project managers and business analysts)• Designed and managed the IT project demand management process. Execution of the process resulted in the reduction of a targeted spend by 300% to $15 M.• Designed and managed a governance process to evaluate all new project requests. Instituted an IT Steering Committee chaired by the CIO and included the CFO and Chief Strategy Officer.

Jacksonville, Florida Area

• Led the sales effort to close a multi-year $10 M IT and Business Transformation engagement * Responsible for the delivery of the IT Strategy to support the growth in business operations * Responsible for the sales strategy for the implementation delivery engagement * Developed the implementation approach * Delivered the board presentation to close the agreement• Responsible for farming additional consulting services from an IT PMO Assessment project into a software evaluation and SaaS implementation of a Project Portfolio Management solution.• Led a team to align and optimize IT initiatives with the Business Strategy. Identified value and non-value added projects that resulted in 30% of the initiatives to be proposed for canceling due to little contribution to the business strategy.

• Delivered for a Fortune 500 healthcare payer an enterprise architecture strategy roadmap (encompassing ERP, member services, product services, and plan development) that directly led to closing a multi-year consulting services agreement• Managed the remediation and verification efforts of a Fortune 100 financial organization’s Y2K PMO• Led teams in numerous other engagements such as: * Developed the demand management, portfolio prioritization, and project portfolio processes for the IT department of a Fortune 500 insurance / financial services corporation * Rapidly constructed a disaster recovery simulation for a Fortune 500 home improvement retailer * Led a team to system test an enterprise implementation of a Producer Commissions application (portion of which was SAP) for the life insurance division of a Fortune 500 insurer * Managed the SE portion of a national marketing test for cable and internet bundled offerings * Managed the remediation and verification efforts of a Fortune 500 Win2K desktop upgrade * Managed multiple Vendor Selections * Vendor evaluation for mid-market ERP solutions for a promotional products company Hardware Hosting Solutions (to support an eCommerce carve out of an industrial gas manufacturer) * Financial and Professional Services Enterprise Solutions

Greater Atlanta Area

• Managed the development of an order fulfillment and billing system for pre-paid phone cards for a Fortune 500 telecommunications company• Executed a vendor selection for an enterprise collections application for a regional cellular company• Led a team to system test a mortgage origination and processing system