Lisa Putnam Email & Phone Number

Frisco, TX, US

Plano, Texas, United States

• Work to develop and execute the strategy for unifying three United Methodist Conferences across Central, Northwest, and North Texas. This strategy includes Microsoft 365, Salesforce, Shelby Financials, and other.
• Responsible for the design and integration of three disparate databases from three United Methodist Conferences into one unified database solution. This solution will support over 400 churches, 600 clergy, and over.
• Increase Salesforce adoption across the organization by collaborating with subject matter experts to identify, develop, and deploy business processes on the Salesforce platform. This increased visibility encourages.
• Create a culture of cybersecurity awareness by providing monthly training and attack simulation testing, and implementing SSO or MFA for business-critical applications.
• Manage the MSP relationship for hardware and software technical support and network management; purchase and deploy new hardware and software; provide technology onboarding/offboarding; maintain software inventory and.

Plano, Texas, United States

• Designed and implemented a new Salesforce NPSP org based on current business needs and future possibilities. The system is robust and flexible, ensuring data integrity and allowing for new business process automation..
• Prepared existing MS Access Minister Profile database for migration to new Salesforce org. Preparation included: modifying existing database structure to align with Salesforce design; validating and cleaning up.
• Worked with our online clergy management system developer to replace legacy Access data uploads with Salesforce data uploads.
• Presented at the 2019 Annual UMITA conference on our Salesforce implementation and lessons learned; elected to the UMITA Board of Directors.

Raleigh-Durham, North Carolina Area

• VP of Information Technology (October 1998 - September 2000)AVP of Information Technology (May 1998 - October 1998)Information Systems Manager (August 1997 - May 1998)
• Transformed a nationwide 250-employee insurance investigations firm from a manual operation to an automated operation in less than 3 years.
• Established strategic technology goals and defined the steps necessary to achieve success. Goals were established within existing employee skill sets, budgetary constraints, availability of support staff, ROI, and.
• Managed a $250,000 application development project in a SQL Server environment including application and database design, data conversion, application testing, and reporting to manage workflow, improve case management.

Raleigh-Durham, North Carolina Area

• Managed the Technical Services Department of a Novell Platinum Authorized systems integrator by developing policies and procedures for service delivery, employee management and dispatching, installation and integration.
• Consulted with customers to define their technology needs and technology direction and proposed solutions to those needs that leveraged existing resources with new technologies. Solutions focused on increased employee.
• Managed technical staff with an emphasis on quality of service and prompt response. Empowered employees to: take responsibility for determining and executing the appropriate service action; work together to share.

Washington D.C. Metro Area

• LAN Administrator (April 1990 – December 1995)Information Center Analyst (January 1989 – April 1990)
• Managed the design, installation and testing of an 850-node multi-vendor, multi-protocol LAN/WAN from building pre-construction to occupancy. The relocation of over 2500 pieces of PC and LAN equipment to the new.
• OS/2 LAN Server administration including infrastructure management, user connectivity, and on-site and off-site backup strategies.
• Conversion of existing desktop computers’ operating system from Microsoft Windows to OS/2. Installation and configuration of OS/2 applications that facilitated connectivity to both mainframe and server based.
• Hardware and software call center support for Microsoft Office products, email, and proprietary software applications.