Terri Danner Email & Phone Number

Proactively lead clients through the project lifecycle and effectively articulate implementation objectives. Serve as a central point of contact for external clients to plan and manage project tasks. Partner with clients to understand business requirements and expectations. Create and maintain a documented project schedule; keep complete records of every project, including deliverables, change control, action items, issues, and risk monitoring. Following established workflows and processes, utilize project management tools to manage both internal and external resources to facilitate project deliverables. Obtain necessary information for project deliverables and approvals. Direct project resources to complete tasks in a timely manner. Work closely with the client and team to problem solve issues that arise. Communicates verbal and written project status to both customers and internal teams. Raise project issues and risks and drive execution of mitigation plans. Attend project and client meetings, taking detailed notes and coordinating next steps. Coordination, planning, and supporting resources with onsite/milestone activities. Deliver solutions within defined timelines while following Q2 project standards. Oversees successful transition of clients from implementation to go-live. Accountable for closing out projects and transitioning clients to Support.

Successfully utilize Agile methodologies to implement a commercial cash management and banking platform for clients ranging in size from start-ups to $60B+ in assets. Led projects with limited oversight from contract signing through final implementation by communicating with various key stakeholders across a matrix organization to deliver results on time and within budget. Establish/maintain strong relationships with executive management and the client organization through both formal and informal communication including regular status reporting and expert consultations. Collaborate with the team to identify and monitor issues, risks, impacts, and dependencies by building relationships, managing stakeholder expectations, and developing risk mitigation strategies. Development of strong internal teams—promoting exceptional cross-functioning team collaborations in order to maintain project milestones and create innovative solutions for improvement.  Utilize Agile methodologies to control client specific environment-level changes by working closely with the client, project analyst and software developer to align on content and delivery dates Track project status by evaluating project progress/health through regular team status meetings and review of project tasks Organize and facilitate regular stakeholder meetings, project planning meetings, ad hoc meetings, and daily team stand-ups. Conduct lessons learned sessions with the client and internally to gain insight into how to improve the process Provide guidance to clients on best practices and lessons learned

Expertly managed small/medium implementation and conversion projects for clients with assets from $350M to $20B—overseeing bank mergers/acquisitions for Premier and Precision core banks as well as Signature core upgrade projects. Managed projects for various internal solutions including implementation of and migration to a commercial/consumer internet banking platform; core upgrades; and mergers/acquisitions for multiple cores. Collaborated with the team to identify/monitor issues, and develop/maintain processes conducive to project success. Deep understanding of internal policies and procedural frameworks—ensuring high productivity and client satisfaction.

 Led 100+ implementations of a document management software solution via multiple communication channels. Implementation included analysis, configuration, end-user training, testing, and support. Acted as a liaison between various parties on projects including multiple product integrations. Resolved client issues as they were reported using system knowledge and internal SME consultations. Managed multiple projects and deadlines with set scope and timelines.

Mba, Finance, General

Ba, Accounting