Kathi Phillips, Mspm, Pmp, Csm Email & Phone Number

Texas, United States

Texas, United States

Dallas, Texas, United States

Dallas/Fort Worth Area

Dallas/Fort Worth Area

Directly responsible for the planning, acquiring, building, modifying and deploying of over 400+ IT resources to ensure successful development of plans and implementation of IT systems and strategies. In addition, manage a team responsible for the On Demand Resourcing Pool focusing on streamlining contractor engagement to ensure we have the right resources, at the right time, with the right skills. Work with various divisions, branches and sections of the IT department, act as the single… Show more Directly responsible for the planning, acquiring, building, modifying and deploying of over 400+ IT resources to ensure successful development of plans and implementation of IT systems and strategies. In addition, manage a team responsible for the On Demand Resourcing Pool focusing on streamlining contractor engagement to ensure we have the right resources, at the right time, with the right skills. Work with various divisions, branches and sections of the IT department, act as the single point of contact for our internal corporate partners that require IT resource engagement, providing solid resource plans and budgets for specific work assignments. Responsible for applying a solution-oriented approach to resolving resourcing conflicts through proven mitigation techniques. Show less

Dallas/Fort Worth Area

Temporary assignment responsible for the oversight and direction of IT resource and portfolio management activities, ensuring an optimal level of resources are provided to project teams to meet goals and objectives on a timely and efficient basis. Directly manage a team of Service Support, IT Budget & Finance and IT Communication Services. Service Support (Change Management) is directly responsible for Change Management, Incident Management, and Problem Management for the IT directorate… Show more Temporary assignment responsible for the oversight and direction of IT resource and portfolio management activities, ensuring an optimal level of resources are provided to project teams to meet goals and objectives on a timely and efficient basis. Directly manage a team of Service Support, IT Budget & Finance and IT Communication Services. Service Support (Change Management) is directly responsible for Change Management, Incident Management, and Problem Management for the IT directorate, responsible for improved service quality, through defining and measuring KPIs, SLAs and CSFs. IT Budget and Finance oversees the financial analysis, planning and reporting on behalf of the IT organization. Current budget estimates are in excess of $80M. IT Communication Services leads the efforts associated with the branding and marketing of our IT services. Partner with Human Resources on the various IT organizational transitions to ensure the organizational alignment is staffed to provide stellar service to our internal Exchange customers. Show less

Dallas/Fort Worth Area

Directly responsible for the planning, acquiring, building, modifying and deploying of 500+ IT resources to ensure successful development of plans and implementation of IT systems and strategies. In addition to working with the various divisions, branches and sections of the IT department, act as the single point of contact for our internal corporate partners that require IT resource engagement, providing solid resource plans and budgets for specific work assignments. Work directly with… Show more Directly responsible for the planning, acquiring, building, modifying and deploying of 500+ IT resources to ensure successful development of plans and implementation of IT systems and strategies. In addition to working with the various divisions, branches and sections of the IT department, act as the single point of contact for our internal corporate partners that require IT resource engagement, providing solid resource plans and budgets for specific work assignments. Work directly with Portfolio and Project Manager throughout the project life cycle to ensure project needs and deadlines are met. Responsible for applying a solution-oriented approach to resolving resourcing conflicts through proven mitigation techniques. Show less

Dallas, Tx

Responsible for managing the IT Project Management Office, currently comprised of one Project Manager I, four Project Manager II's and five Senior Project Managers, as well as a PMO Assistant. As a project management professional team, we are dedicated to providing value to a portfolio of projects valued at over $100 million dollars. Our projects are varied, ranging from retail systems, to financial systems, to warehouse/logicistic systems; all focused on serving the best customers in the world.

Senior Project Manager within the IT PMO at the Exchange.

Project/Program Management• Data Conversion and Client Migration PM for the Client Transition Project; projected revenue of ~$135 million dollars.• Portfolio Manager responsible for the reconciliation of 25,000 clients transitioning to ADP. • Managed end-to-end project for new web entry product;budget of over $4 million dollars. • Led team to create and deliver accurate and timely compliance updates to over 800,000 QuickBooks Payroll clients.• Managed multiple… Show more Project/Program Management• Data Conversion and Client Migration PM for the Client Transition Project; projected revenue of ~$135 million dollars.• Portfolio Manager responsible for the reconciliation of 25,000 clients transitioning to ADP. • Managed end-to-end project for new web entry product;budget of over $4 million dollars. • Led team to create and deliver accurate and timely compliance updates to over 800,000 QuickBooks Payroll clients.• Managed multiple concurrent projects requiring cross-functional coordination, timeline management and extensive communication to all levels of management.• Completed Intuit Greenbelt training and DMAIC Project. Showed 50% improvement in payroll update service delivery, resulted in 87% reduction in related call volume, equating to a two month savings of ~$15,000.• Re-engineered Payroll’s Compliance teams’ roles and responsibilities to align with the organizations strategy, while elevating team responsibility. Show less

Call Center Management• Managed a unit of 10 Managers and over 120 Sales & Service Representatives who were responsible for providing superior customer service while meeting monthly sales goals for add-on products. Provided constructive feedback and coaching. • Drove inbound sales, including the development of contests, incentives, and recognition programs, resulting in monthly sales that consistently were above expectations. • Drove systematic and process solutions which… Show more Call Center Management• Managed a unit of 10 Managers and over 120 Sales & Service Representatives who were responsible for providing superior customer service while meeting monthly sales goals for add-on products. Provided constructive feedback and coaching. • Drove inbound sales, including the development of contests, incentives, and recognition programs, resulting in monthly sales that consistently were above expectations. • Drove systematic and process solutions which enhanced service levels, including telephone (VRU) enhancements, account noting changes, and call transfer modifications. • Launched an Accelerated Compensation Program for representatives, working with senior management, human resources, legal and compensation.• Managed team production and quality goals, exceeding expectations. • Created monthly call quality monitoring form to ensure high quality calls, adherence to sales scripts and consistency in employee feedback. Show less

• Participated in system integration projects, including input to design, and end-user testing.• Managed projects on behalf of the Credit Department. Highlights include the merger between Norwest and Wells Fargo banks, transition from Fair Issacs Application Processing System to TSYS Application Processing System, creation of one new bank on FDR, and creating a universal set of standard operating procedures• Developed and delivered sales presentations and training materials to… Show more • Participated in system integration projects, including input to design, and end-user testing.• Managed projects on behalf of the Credit Department. Highlights include the merger between Norwest and Wells Fargo banks, transition from Fair Issacs Application Processing System to TSYS Application Processing System, creation of one new bank on FDR, and creating a universal set of standard operating procedures• Developed and delivered sales presentations and training materials to branch and sales personnel.• Directly coached and developed team, which consists of eight credit analysts, one group leader and two clerical assistants to deliver above standard results, resulting in the promotion of three analysts to group leaders.• Managed team production to consistently be ranked as number one within the department.• Granted unsecured credit lines of up to $30,000.00 to new or existing customers. Show less