Pat Milner Email & Phone Number

Boston Area

Responsible for managing our client relationships, leading discovery and product design, and ultimately the delivery of high quality, engaging products and services.I am very proud our our talented team and what we have accomplished. Check out our reviews on Clutch: https://clutch.co/profile/ballast-lane-applications#reviews

Purpose Built Software - June 2019-July 2020: Project ManagementCarbon - May 2019-August 2019: Project ManagementI have a lot of experience with defining specifications/requirements, creating roadmaps, managing client expectations and input, and also managing technical teams during the entire process (scope, requirements, development, testing, release, support). I spent many years in the start-up world, and have experience herding entrepreneurs too!

Salem, Ma

We worked with our clients to build experiences and solve problems, using a variety of platforms and devices. I developed working relationships with clients and their in-house or outsourced design teams, to help define and shape their solutions. I then managed our talented development team to build and test the solutions, while ensuring that the clients’ needs were met in terms of quality, timing and budget.Activities included:• Client and Stakeholder Management of entire project cycle: sales pitches, contracts, roadmap, expectations, updates, invoices, repeat business and support. • Project Management of development projects ranging from building a complex registration application for a top Boston University, a mobile app for patients at a Boston Hospital, a touch screen interactive for the Museum of Fine Arts, Boston, Sales Enablement calculators for a medical device company, and a new e-commerce website for an large event rental company.• Led the Product Development effort for new products and solutions during the discovery phase for clients. Activities included leading brainstorming workshops for stakeholders, feature definition, documentation (flows, diagrams), creation of proposed budgets and timelines.• Managed all testing by a 3rd party company, as well as internal testing by the team.

Bloom: Project and Product Manager for new product for the aging-at-home market, consisting of a tablet app and wearable.Lis4cg: Project Manager for new app, documentation, UX design, management of development.Sopico: Product/Project Management: product design, testing, managing other contractors.LivingWell Salem: Initial documentation for the creation of a new website, improving content and pitch.

Management of the development of a new web platform. Worked with the business to define the requirements, and then with a combined internal and external design and development team to build, test and launch the platform.

Managed the transition of the product and customer relationships following the sale of GroundedPower to Tendril, Inc, including communication to existing customers and business partners, as well as the integration of several product elements within the new company.Project Manager for a New York statewide Energy Efficiency program with a multi-million dollar budget, which included a small initial pilot of 250 homes with real-time monitors, informing a mass market new website launch with a completely new feature set focused on consumers without real-time electricity monitors.

Sole Project and Product Manager for GroundedPower during the start-up phase and initial launch of the home energy monitoring product as a 100 home pilot. Responsible for project planning, product and program integration and implementation, part of the Product Development team. Ongoing account management and follow-up related to deliverables to ensure customer satisfaction and overall project and product quality.Responsible for implementing pilots across 8 towns in MA, working with each town to help them with recruitment, installations, training, communication, website customization, data imports, ongoing reporting and support.Managed and wrote multiple new business proposals, involving input from internal and external people, one of which led to the contract renewal of a Phase II Program with Cape Light Compact.

Sole Product Manager for the world’s largest and most active online quit smoking community.Managed the product through 2 acquisitions: Axia acquired QuitNet in October 2005. Axia addressed a broad range of health and wellness issues from fitness to smoking cessation to alternative care. Healthways acquired Axia Health Management in December 2006.Management of the website and integrated phone/web intervention, including research, reporting, integration implementations and e-commerce.Led online advertising with annual budget of more than $1M. Analyzed cost per acquisition results with regard to creative, placement and website so that optimization changes could be made.Managed all new product development, including online store, site-tour, expert chat functionality.Led discussions around integration with new parent company. Designed and managed new integrated product, including training and communication.Produced marketing materials for potential public sector clientsInvolvement in ongoing research: Project Management of an NIH funded Randomized Clinical Trial (RO1).Implementation of 3 SBIR projects (National Institute of Health’s Small Business Innovation and Research Program).

Technical Project Manager (1/01 to 2/03):Project and Product Manager for e.piphany CME system for all business units. Planned and coordinated the upgrade to version 5, including the writing and implementation of business and technical requirements, management of external consultants, extensive testing of new system, and training of business users.Sole Project Manager for all site enhancements for edu.com (purchased by Student Advantage in 2000). Management of the implementation of EDI order processing for new external vendors.Project Manager for collegeclub.com, including all site changes and enhancements. Managed the successful re-launch of a $1M partner channel. Project Manager for edu.com on the business side (5/00 to 12/00):Expert on key student verification functionality. Lead driver in implementing improvements, with a focus on automation, which led to increased efficiency.

Established successful relationships with senior buyers and managed frustrations between key players in a stressful time-sensitive environment.Exploited SAP reports, to develop daily reporting for Canada, through SAP, Monarch, Access and Excel. Presented and rolled out to the North American Account Management team.

Lead Management Consultant responsible for the new product development of a key strategic international product, with a $1.5m budget. Devised Strategic Marketing Plans, including detailed competitive and risk analyses. Estimated market potential, reviewed the sales, finance, legal and operational issues, and assessed third party relationships. Identified a need for, developed and implemented new product knowledge training materials for customer-facing staff, for use in 19,000 retail outlets, and sales and customer service staff across all geographical divisions.Managed and co-ordinated strategic direction from clients, including presidents of two Royal Mail strategic business units, and team of 7 cross-functional managers, with conflicting interests and priorities.