Max Whitlock Email & Phone Number

Springfield, Missouri, United States

• Develop and document workflows that allow for greater efficiency; also configure the QBO Workflow management system to refine workflows and engagements across business units
• Lead configuration updates on existing asset management application according to pertinent business needs
• Created and now utilize a staffing model for the Operations Team; document staff productivity levels via Power BI, leveraging project management data from Jira
• Devise processes to forecast staff… Show more
• Devise processes to forecast staff resources to support clients for the upcoming year based on the operations calendar, past needs and reductions in overhead stemming from process improvements
• Supervise each project team to meet requirements; develop business rules documents, functional detail documents, project cost estimation worksheets and project plans featuring applicable milestones

• Offered comprehensive administrative support for the IBM Campaign Manager (Unica) application
• Acted as Project Manager to lead marketing database enhancements required by the Campaign Management Team
• Served as the departmental Power BI Lead; developed reporting solutions to replace existing manual reporting processes
• Led training for each area’s power users to help them craft ad-hoc reports using a published dataset

• As a key member of the Business Intelligence Reporting Group, analyzed business requirements associated with reporting needs and developed report requirement documents with mapping details and selection criteria
• Functioned as the Hiring Manager of the BI BSA Team, acting as a personnel manager to lead performance assessment, review of time billed by each BSA, along with staffing and workload management processes
• Managed BSA Team book work, finalizing priorities per project or ticket… Show more
• Managed BSA Team book work, finalizing priorities per project or ticket to be completed
• Supported business clients, offering SWAG estimates needed for project CBAs as needed
• Constructed dashboards and reports using Cognos and Power BI to construct dashboards and reports that illustrated key performance indicators (KPIs) such as status and billing hours per project

• Directed the operations of four Analysts, working together to tend to each client’s marketing needs
• Held regular team status meetings and individual one-on-one mentoring sessions with each supervisee
• Tasked as a Lead to onboard four new Oracle databases; was also Campaign Team Lead to oversee a workload and varying client needs in order to ensure smooth campaign development and execution
• Liaised with clients to define projects’’ business rules relevant to segmentation and… Show more
• Liaised with clients to define projects’’ business rules relevant to segmentation and campaigning for marketing brands
• Joined with Developers to follow the Software Development Life Cycle (SDLC) for code development in all projects

• Produced Unica flowcharts to develop mail files according to important business rules
• Launched the use of self-created ETL processes for inbound and outbound files via Informatica
• Onboarded new client databases encompassing 100+ inbound data sources and 50+ campaign flowcharts
• Finalized quality assurance (QA) steps for individual campaigns to ensure business rules for each were met