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.
Delivering High Impact Training
Effective training for a major upgrade impacting over 12,000 users in 130 locations under a limited budget.
Training for Multiple Workstreams in a Business Process Improvement Program
Minimizing productivity impact for a major platform upgrade across multiple workstreams and departments.
Change Impact 0f a Business Process Improvement Program
Assessing the impact of multiple sequential and simultaneous rollouts on productivity across interrelated workstreams.
Reorganizing Claims Units for New Worflows and Systems
Transitioning a claims organization during a consolidation and implementation of new systems and workflows.
Evaluating Alternatives to Meet Deployment Timeframes for a New Claims Management System
A viable option for training delivery was required to meet aggressive deployment schedule and assure that staff were fully trained.
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.
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
Designing a training program to baseline skills prior to deployment of a new methodology and development process.
Training Needs for a New Underwriting System
Evaluation of training needs for a new system that focused on needs of unique business units.
Developing Scenario / Role Based Training
Increasing the productivity of work groups through use of scenario / role based training.
Automating Bid and Specification for Bulk Material Handling Systems
Automating an error-prone manual process for engineers to create and submit customer proposals.
Investor Relations Management and Reporting System
Automated system to capture company market transaction and performance data to provide investor composition reporting and trend alerts.
Implementing a Marketing Planning and Tracking Tool
Developing a tool to track marketing efforts and forecast future business and staff demands.
Staff Portal for New Hire On-Boarding / Orientation and On-Demand Staff Resources
A portal for new hires to complete company / client on-boarding paperwork and orientation training and also provide an on-demand resources for all staff.
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.
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.
Raising Awareness / Driving Communications
The pending release of a new workers compensation underwriting systems required a creative and
for increasing awareness and maintaining communications with stakeholders and users.
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.