Lisa Putnam Email & Phone Number

Frisco, Tx, Us

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 systems that support the work of the new Horizon Texas Conference.• 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 1,000 laity leaders across the new Horizon Texas Conference.Manage the needs assessment, design, build, and implementation of a large-scale $125,000 Experience Cloud/FormAssembly solution that integrates our Salesforce org with over 500 external users. This solution provides needed system and data consolidation that allows us to more effectively lead and serve over 230 churches.• 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 solutions that support Salesforce as the source of truth.• 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 licensing to ensure standardization and non-profit pricing.

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. The org includes custom objects and fields, Flows, validation rules, reports and dashboards, profiles and permission sets, SSO/MFA, and third-party app integrations.• 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 existing data; importing data from Access to Salesforce; and validating accuracy of imported data using custom reports.• 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 client needs.• 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, measure employee productivity, and analyze sales and revenue.

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 of LANs and WANs and maintenance of both PC and midrange hardware.• 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 productivity, automated workflow, expanded communication and product delivery, improved data integrity, and expedited access to business-critical information.• 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 knowledge and strengths that will enhance the speed and accuracy of services; provide feedback to sales personnel about issues that arise at their accounts; and provide suggestions and feedback to management on ways to improve service delivery.

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 11-story building was on time, on budget, and all technology was operational ahead of schedule.• 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 applications.• Hardware and software call center support for Microsoft Office products, email, and proprietary software applications.