The items below are high-level summaries of some of the major projects I have worked on. You can use the category filters below to view them by functional area. Mouse over each topic and click on the link symbol to learn more.

high impact training program

Managing a High Impact Training Program

Maintaining productivity during a major upgrade impacting over 12,000 users in 130 locations while delivering effective training under a limited budget.

training across multiple workstreams

Coordinating Training Across Multiple Workstreams in a Business Process Improvement Program

Minimizing business productivity impact during training for a major platform upgrade impacting multiple workstreams and departments.

change impact

Assessing Change Impact in a Business Process Improvement Program

Assessing the impact of multiple sequential and simultaneous rollouts on business productivity across multiple interrelated workstreams.

reorganizing business units

Reorganizing Claims Units for New Worflows and Systems

Transitioning a claims organization during a physical consolidation and the implementation of new systems and workflows.

evaluating deployment timeframes for training

Evaluating Alternatives to Meet Deployment Timeframes for a New Claims Management System

A viable option for training delivery was required to meet management aggressive deployment schedule and assure that claims staff were fully trained.

revamp corporate e-learning site

Turnaround: Revamping a Corporate E-Learning Site

Meeting audience needs to increase and drive usage of a just-in-time e-learning platform for IT professionals.

refocus instructional design team

Refocusing an Instructional Design Team

Moving an instructional design team from paper-based manuals and online help to high-quality interactive performance support deliverables.

baseline project management skills

Setting Baseline Project Management Skills

Designing a training program to baseline project management skills across a large international pool of project managers prior to the deployment of methodology and process specific training.

training needs

Training Needs for the Deployment of a New Workers Compensation Underwriting System

Evaluation of training needs for a new workers compensation underwriting system that focused on needs of unique business units.

scenario role based training

Developing Scenario / Role Based Training for a Claims System

Increasing the productivity of work groups through the use of scenario / role based training curriculum.

automated equipment bid specification

Automating Equipment Bid and Specification for Bulk Material Handling Systems

Automating an error-prone manual specification and bidding process for engineers to configure and submit customer proposals for bulk material handling solutions.

investor relations management reporting system

Investor Relations Management and Reporting System

Automated system to capture company market transaction and performance data to provide investor composition reporting and trend alerts.

marketing planning tracking tool

Implementing a Marketing Planning and Tracking Tool for a Professional Services Firm

Developing a tool for a firm to track marketing efforts and forecast future business and staff demands.

staff portal on-boarding orientation

Staff Portal for New Hire On-Boarding / Orientation and Providing Staff On-Going Resources

A portal for new hires to complete company / client on-boarding paperwork and orientation training and also provide an on-demand source of resources for all staff.

change transition workstream

Leading a Change and Transition Management Workstream

The second release of a clinical data hub for an international pharmaceutical company required an extensive change management and transition planning effort.

convert paper-based project management online

Conversion of Paper-based Project Management Best Practices to Online Resources

A project management methodology including all best practices and process templates were converted to a intranet site for improved access and reference.

awareness communications

Raising Awareness / Driving Communications

The pending release of a new workers compensation underwriting systems required a creative and effective plan for increasing awareness and maintaining communications with stakeholders and users.

patient chart story

Health Care Metaphor to Support a Multi-Course E-Learning

A metaphor to stress the importance of understanding the patient's story was needed for a multi-part e-learning course on medical records review.