Lisa Glick Email & Phone Number

Greater Milwaukee Area

* System administrator for corporate Enterprise Content Management (ECM) system (OnBase by Hyland). Configured user accounts, record types, departmental reports, workflow design, process documentation, and troubleshooting. Developed and implemented 11 continuous improvement projects that streamlined record categorization, automated electronic record.

Greater Milwaukee Area

• Maintained, updated and published the global Records and Information Management Policy, Procedures and Records Retention Schedule.
• Performed legal research to ensure record retention requirements were in compliance with current regulatory obligations and applied industry best practices.
• Oversaw the management of physical records and documented processes for record intake, indexing, retrieval and destruction.
• Provided metrics and reports on physical and electronic records inventory.
• Functioned as the Enterprise Content Management / Records Management Administrator responsible for reviewing, approving and executing electronic record destruction in accordance with the Record Retention Schedule.
• Works as primary contact with technical support team to manage ECM user license distribution, metadata field value modifications and record retention series setup.

Valley View, Ohio

• Consulted, designed and streamlined document management protocols including document naming conventions and document version control for various SharePoint sites yielding efficient access to relevant information.
• Documented and educated employees on Standard Operating Procedures for managing SharePoint sites to maintain consistent business practices.
• Consulted, streamlined and designed strategic Power Point presentations used to communicate high level business goals and project timelines to various management groups.
• Scheduled and facilitated upper management and project management meetings. Consolidated comprehensive meeting notes and published them on SharePoint.

Valley View, Ohio

• Developed comprehensive internal training curriculum and on-boarding documentation for CONNECTTM Systems’ global support team members; HDDS’ global customer relations management (CRM) software program.
• Worked closely with CONNECTTM software development, quality assurance and implementation teams to publish detailed knowledge base articles used for troubleshooting software, hardware and technical issues.
• Learned and wrote comprehensive technical instructions for setting up CONNECT Global dealers. These instructions are used by the Implementation Department and Knowledge Center Support.
• Became a Subject Matter Expert in SAP IC through a series of meetings with key staff members for the purposes of writing SAP IC Standard Operating Procedures.
• Wrote and executed test cases and business scenarios in HP Quality Center for SAP IC regression testing in March / April 2014.
• Analyzed and restructured document storage practices and policies to streamline help desk research and troubleshooting efforts to more efficiently resolve customer issues.