Joseph B. Kaiser, Pmp Email & Phone Number

Washington D.C. Metro Area

• Responsible for leveraging industry best practices for the implementation, adoption and management of Change and Configuration Management standards and procedures supporting traditional software development life cycles including Agile methodologies, across Windows, Unix and mainframe development environments.• Responsible for managing a team of Configuration Management experts that support software development and infrastructure efforts for corporate initiatives and mandates.• Provides Change and Configuration Management execution, guidance, oversight, and governance for internal Configuration Management Systems to ensure sustainability of configuration repository, source control repositories, continuous integration platform, deployment framework, and Change and Configuration Management policy, process and procedures.• Leading the implementation of vendor ITSM solution suite supporting the Catalog Request, Incident, Change, and Problem Management processes.

Convergenz Llc

• Delivered process improvement recommendations current processes including reporting and process efficiencies, data relationship mapping of venue, event, demographic and survey data• Engaged with various internal teams and vendors to develop on-demand event status reporting and survey processing• Engaged with Marketing Analytics team to expand integration of demographic data and developed an Excel-based automation for consume marketing data and produce management reports

Operations & Technology Pmo

• Ownership of the Operations & Technology Demand Intake “pipeline” process to ensure new maintenance requests are properly assessed by all necessary O&T groups and estimates are representative of costs. This process ensures internal technology groups contribute to all proposed maintenance projects supporting business units. Implemented semi-weekly reporting and demand review facilitation meeting with O&T leads to provide guidance, facilitation and support for the pipeline process• Implemented several process improvements for process dashboards reducing time to completion transitioning the report creation process to a database driven process from screen scraping based manual process• Ownership of the Planview tool interfacing with vendor and internal stakeholders. Successfully administered many application updates which were critical to aligning the Planview tool to the Demand Intake and Budget prioritization process• Developed demand intake data dictionary and job aids to support Budget prioritization process with partner O&T PMOs, Enterprise PMO and stakeholdersAnalyzed, tested and implemented all required changes to the Planview Project and Portfolio Management tool that were need to support metrics capture, project ranking and other data that would support enterprise budget prioritization process. Implemented change management process for Planview implementations to comply with internal SDLC requirements• Designed and prototyped a Planview implementation for SharePoint project tracking system for Credit, Pricing, Risk Technology group Partnered with an internal partner PMO to Managed the creation, distribution and scheduling of portfolio reporting to O&T Senior Management and Business stakeholders• Successfully implemented budgeting and prioritization process framework to support the Operations and Technology budgeting and prioritization process.• Mentor the professional and technical development of Campus Associates serving in the O&T PMO

• Managed and directed the activities of infrastructure, project management, quality assurance, business analysis and vendor management teams located in US, Canada, UK, Poland and India.Managed technology teams and programs supporting high-profile business areas within the Securities & Fund Services division: Fund Accounting Operations, Agency and Trust and Performance Operations.• Oversaw multiple Fund Accounting programs including major 2/3-tier software upgrade on the Fund Accounting platform and numerous functional enhancements and patch releases directing technology and business operations teams.• Implemented a program to build a North America based Fund Accounting platform directing technology and operations teams in US, Canada and UK.• Directed projects in the Agency & Trust Operations including a legacy mainframe system replacement and several Cash Accounting enhancements.• Managed programs for Performance Operations implementing enhancements from Fund Accounting platform performance and attribution data feeds to Performance engine through to client’s portal.

• Program Lead for Global Unique Identification, institution-based wholesaling applications and trade compliance system.• Led internal development projects and client-sponsored fixed price and hourly-based projects on PeopleSoft, SalesLogix and AS400 platforms,Instituted quality best practices across business analysis, development and QA areas supporting testing, change and release management functions reducing errors by 50% and eliminating client outages.• Direct management of development and product teams in multiple domestic locations.• Implemented Agile methodologies in order to fulfill commitment from large client. Partnered with a vendor to assist in the implementation for the first Agile project at the company.• Directed activities of development teams and Client Account managers to support Rule 22c2 and sales compensation system enhancements.

• Implemented project tracking methodology, created project plans, monitored project scope, managed risks and issues, status reporting, and resource management for on and offshore consulting teams.• Developed end to end design for problem inquiry and resolution system• Developed numerous designs for feature and functionality enhancements of various levels of complexity.

• Implemented requirement and specification methodologies to business user groups to maximize development efforts and provide deliverables consistent with business vision.• Completed technology transfer of $60MM professional liability book of business to major P&C carrier growing revenue by $2MM through additional product lines. Responsible for end-to-end design and implementation of new agency and carrier data feeds and enterprise deployment of rating applications, project status reporting, issue tracking and resolution.• Managed the successful architecture, design, and implementation of new Life and P&C products expanding company product line and growing revenue by $1.5MM through expanded product offerings. Functions include Claims Rating, Marketing Campaign Tracking, Wholesale Brokerage Unit operations, transfer of several multi-million dollar books of professional liability business resulting from acquisitions,• Implemented process improvements reducing the number of outstanding application defects by 50% managing status of key development project metrics to stakeholders and Senior Management Team & CEO.• Managed technology for business recovery effort after September 11 events. Led business continuity project to identify, document and plan for business recovery needs. Negotiated enterprise recovery and continuity services for enterprise with major availability services vendor.• Developed enhanced security policies and corporate electronic communications standards and managed all company IT audits working with internal business groups and business partners to satisfy all company audits without exception

• Application manager for several retail banking platforms: “one step” account opening system which generated annual revenues in excess of $15MM, Citigold ©, Business and Professional account opening application platforms, and an appointment calendaring system, and retail bank servicing platform which allowed branch and service center scheduling to increase revenue and customer retention.• Managed end-to-end design, development, implementation, trouble reporting, build and release scheduling, acted as liaison with the National User Acceptance and national software distribution units.

• Managed development, testing and implementation of customization of back-office application suite subsystems for major brokerage company. Managed analysis of client requirements, development, testing, packaging and deployment of systems into production.

• Designed, developed and deployed components of an price management application supplying manual security price data to firm price databases, various back-end and workstation applications. Build and maintain quality assurance and test environments for the price management application.

• Developed multiple components for a subscription-based real-time financial market information delivery system, implemented change management processes and established operations support function

• Designed and implemented numerous enhancements for transaction-based productivity application running on multiple platforms.