Meghan Potter, Pmp Email & Phone Number

Toronto, Ontario, Canada

Greater Toronto Area, Canada

- Lead the relationship between a web development vendor, developers, business analysts and the communications team to re-design, develop and launch an improved Client website. - Managed Client portfolio of projects to achieve strategic business goals by developing relationships with multiple departments. - Developed the structure for a PMO, interviewed and hired junior project manager to support the execution of the Client’s portfolio.

Toronto, Ontario, Canada

- Managed the mapping, development, testing, and integration of the Microsoft Dynamics 365 CRM system from a house-developed system to improve workflow and data analytics. - Wrote UAT test cases and directed the execution of UAT, bugs identification, triage and resolution for the UAT cycle. - Had oversight of the development of Customer Insight PowerBI reports and dashboards generated from linked data in the data warehouse.

Toronto, Ontario, Canada

- Lead a core objective, high visibility, client data system migration from 15 individual local instances to 1 standardized global instance across 14 countries. - Managed project targets through daily stand-up meetings, back log management and change control processes.- Managed resource capacity across multiple countries as well as a budget of 600,000 EUR.

Toronto, Ontario, Canada

- Lead the local office implementation of the first global instances of ViewPoint, Enate and Kraois in Canada as well as their complete integration into daily GEM processes. In addition, consulted in the analysis, implementation, and initial migration of data into ViewPoint in Canada and Miami for 300+ entities from various data sources. - Lead a ViewPoint remediation and improvement program in the Caribbean offices. This involved the complete remediation of 15,000+ entities, standardization of the ‘perfect’ Masterfile and DMS structure, and return to the ViewPoint standard screens and fields, which positioned the database for the development of the first automated ViewPoint workflow in the BVI.- Managed the upgrade of a core database with internal developers, business users and a 3rd party provider to assess, test, implement and support a successful upgrade. - Designed the solution to partially automate the journal entry upload of remittances from the Payroll system into the Microsoft DAX system, creating an efficiency from a 2–3-day manual input lag to a same day bulk upload with minimal manual intervention. This project became the backbone for an HRP improvement program.- Coordinated multiple service lines to complete the acquisition of Venture Back Office (VBO) in the USA with specific focus on IT integration from the VBO infrastructure to the TMF infrastructure, HR, Internal Finance, and Compliance integration. - Managed multi-region projects across North America, Mexico and the Caribbean remotely.

Toronto, Ontario, Canada

Toronto, Canada Area

- Analyzed current state project operations to identify process improvement areas and gaps and developed a proposed future state of the organization. - Consulted on current program of solar initiatives to improve on reporting, communication, escalation and change management within the projects.

Toronto, Canada Area

- Lead all Canada migration activities and supervised entire end-to-end migration procedure over multiple conversion rehearsals, successfully migrating 1500+ customers and associated transactional data over all product lines in adjunct with international project team.- Promoted the identification and resolution of migration defects through triage, cleansing of source data and provisioning of accurate supplemental data with all business departments. - Successfully completed the Bank’s budget request process and received approval for $5 million, subsequently procuring $2 million worth of hardware and software by executing the project’s infrastructure requirements and design with multiple large vendors.- Enabled the growth of human resources on the project by 60% by facilitating the sourcing, on-boarding and hiring of contractors including management of invoice payments and approvals. - Managed the creation, review, analysis and approval of Business Requirements translated into Functional and Design documentation and tested through Unit Testing as well as migration procedural documentation with both technical and non-technical subject matter experts. - Mentored junior staff by creating leadership opportunities and providing them the tools to support key deliverables.

- Simplified the fundamentals of Project Management into a 12 week course outline. - Evaluated understanding of taught concepts through end of year projects such as project plan, proposals and WBS creation activities for class sizes between 20-80 students. - Gathered requirements with post-graduate class and created project plans based on real clients requirements, preparing students for execution in the following term. - Obtained positive feedback for successful execution of project plans and of project management concepts.

- Invited to speak for a class in the Post-Graduate Consulting Program at George Brown College- Topic: My Journey to Project Management- Theme: Discussed the challenges overcome, skills acquired and lessons learned throughout my journey- Class: BUS 4023 Introduction to Project Management- Date: October 18, 2016

Toronto, Canada Area

- Managed over 40 digital projects including fundraising campaigns, advocacy campaigns, landing page development, and website development.- Enabled the growth of human resources in the organization by 50% and facilitated the hiring of contractors depending on project resourcing needs.- Coordinated with multiple departments to negotiate resourcing and scheduling needs for current and upcoming projects to ensure resource and time availability, thereby increasing company’s project capacity by 300% to a total of 50+ completed projects in 2016. - Built company’s project management processes from the ground up and leveraged existing processes to create standardization and optimization within the company’s operations.- Managed a cross-functional and multi-disciplinary team which completed and delivered a fundraising social media campaign, successfully raising over 200% of the target objective- Worked with organizations such as: Doctors Without Borders, World Vision, Humane Society International, Amnesty International..

Toronto, Canada Area

- Developed and implemented the Lagos Solar Project Management Plan (PMP) and subsidiary plans. This includes management plans for: Scope, Schedule, Cost, Quality, Communication, Risk, Logistics, Issues & Escalations, Change, Test & Commissioning, and Operations & Maintenance.- Coordinated the implementation of the Project Management Plan with a specialized team of solar experts in Toronto and a team of solar engineers in Lagos State, Nigeria.- Established and integrated the reporting structure and related communication deliverables – content management systems, status reports and presentations – necessary for complete and accurate progress updates to all stakeholders.

Toronto, Canada Area

- Advised teams for the successful delivery of a bi-annual Stage Select Gaming Exposition through all phases of the Project Management Life Cycle- This is a volunteer position

APEXA Project:- Collaborated with executives from Canada’s top insurance companies to develop the business system requirements documentation and system workflows then performed a thorough gap analyses to confirm accuracy.- Worked closely with subject matter expert developers to identify specific features of the system and the creation of user stories.- Developed project schedule, scope, marketing, and communication plans with a focus on governance and operations.- Delivered MGA introduction webinar (English and French) which included: the development of an introductory webinar about APEXA, an invitation to the top 100 MGAs, the production and design of the material in MS PowerPoint, and the facilitation of Q&A sessions.- Managed project status action items, communications and scheduling items with a calendar of critical timelines and goals and organized team meetings between the project team, project sponsors key stakeholders, and external vendors.Reinsurance Administration Project:- Led multiple discussions with clients in multiple geographies to develop process workflow flowcharts, process documentation and identification of risks and controls within the process.- Produced and presented process workflow flowcharts with MS Visio to demonstrate process tasks, owners, operating systems, and controls.- Created process documentation with MS Word containing detailed descriptions of each task to supplement workflows.- Reviewed and identified risks and controls within the multiple processes and the development of the risk control matrices containing detailed descriptions of each control.- Piloted and translated discussions with French-speaking clients to accommodate and facilitate meetings.

- Managed all company operations and spearheaded governance and operational management, recruitment of volunteer human resources, planning and execution of events, and event coordination