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.
• 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.
• 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.
• 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.
• 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.
• 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.
• Successfully implemented budgeting and prioritization process framework to support the Operations and Technology budgeting and prioritization process.

• 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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

• 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.
• 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.

• 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.

• 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.