Let Our People Help Yours Manage Change

change consultants in a meeting

ROI from change is only possible if people adopt the change. Organizational change management consultants at Dashe & Thomson will provide you with expert guidance, strategy, and experience to make sure your organizational change is successful. We know that success is all about getting the right people involved at the right time equipping them with proven processes and tools, informing them with effective communications, training them to perform in new capacities, and rewarding them for accomplishments.

Dashe & Thomson provides change management consultants who will ensure user adoption of change, whether it be an ERP system implementation, a process improvement initiative, or a merger or acquisition. Our experts will help you lower the risk of the transition, improve the quality of results, and increase your return on investment.

A list of our specialized organizational change consultants and end user training experts can be found below.

Change Management Consultants

SAP Project Manager / Instructional Designer

Fifteen years experience as an SAP Project Manager / Instructional Designer. Designed and developed curriculum for ERP systems that included business process maps and overviews, classroom and e-learning training materials and quick reference guides, electronic performance support systems, training videos, and workshops, as well as custom templates, toolbars, and tracking systems.

  • For a consumer products retailer, managed the development of a suite of e-learning modules as part of their company-wide SAP implementation. Managed the technical development and reviews of the e-learning suite as well as the integration of uPerform simulations.
  • For a manufacturing company, managed training needs and deliverables for a Business Intelligence upgrade project. Designed and managed the development of system integrated navigational help and report specific help. Designed and developed a project specific Train-the-Trainer program and worked with technical teams to design a SharePoint site for user documentation using views specific to each reporting area.
  • For a PeopleSoft 8.0 Financials rollout for a state university, developed storyboards for e-learning and classroom materials for instructor-led training. Designed and developed on-line assessments and delivered classroom training to financial system users.
  • For an international consumer foods company, led a team of over 20 training developers to the successful completion of one of the largest SAP conversions in the US. Designed and developed process documentation and end-user training materials for SAP R3, SAP APO (DP, SNP, and ICH-RR), PLM, Maximo, SAP Portals, Business Warehouse, WMS, and Share Point. Used SAP CATT tool and Mercury Interactive for training data population.
  • For an SAP training company, served as Acting Project Leader / Senior SAP Consultant for versions 4.0-4.6, full scope for a variety of national and international clients (approximately 11,500 end users). Developed course overviews, training modules, and business simulations for classroom and online use. Used Documentum to track version control of training documentation and Quick Test to populate training client. Brought all SD, MM and WM documentation up to project standards.
  • M.F.A., University of California, Irvine, CA. B.F.A., University of Minnesota, Duluth, MN; Professional Association for Computer Training (PACT)
Senior Business Analyst

Over 10 years of experience in business analysis and training development for enterprise software applications, including 3 years of PeopleSoft experience. Has experience with the full project life cycle and working with cross functional teams following established project methodologies. Experience includes international projects in Europe, South America, and Asia.

  • Acted as a business analyst for international Lawson S3 Financials and Procurement implementation. Facilitated workshops with business and technical teams to define and document data mapping and conversion rules for AP, GL, and AR conversions. Determined required interfaces and system modifications for the global implementation of the S3 financial system. Developed applicable functional specifications and supporting documents for interfaces/modifications. Assisted with unit testing of conversion programs, interfaces and system modifications, and functional system tests
  • As a business analyst for PeopleSoft 8.9 CRM Marketing implementation, gathered and defined requirements, developed use cases, defined security requirements, performed configuration updates, developed and facilitated UAT, and performed functional system testing. Developed training plan and documentation, populated training database, and delivered classroom and web training sessions.
  • As business analyst for U.S. and European implementation of PeopleSoft 8.8, coordinated testing of the AP, PO, ePro, eSupplier, Pcard, and Catalog Management modules. Created test execution plans for both U.S. and India; performed issue analysis and escalation, resource tasking and staffing, and batch job coordination; and performed functional testing of AP business processes/functionality.
  • As business analyst for PeopleSoft 8.9 CRM Support and Sales implementation. Performed fit gap analysis, gathered and documented requirements, facilitated requirement review sessions, wrote UAT test scripts, led UAT sessions and functional testing, and provided functional production support.
  • As business analyst, helped implement PeopleSoft 8.9 Financials, Payroll, Time and Labor and CRM Support. Participated in fit gap sessions, gathered and documented end-user training requirements, created process flows and training documentation, created and deployed web-based training, and assisted with functional testing and provided functional production support. Maintained training databases created and set up user profiles; set up security, basic configuration, and data population.
  • As business analyst on CCT project team implementing Siebel 7.7 Sales and Service, gathered and documented requirements, created process flows and use cases, and functional design documents. Led use case review sessions with technical and functional stakeholders.
  • Installed PeopleSoft User Productivity Kit (UPK) content for the training team for PeopleSoft 8.8. Developed customized UPK content for Payables, ePro, and Purchasing modules.
  • Performed business and Siebel analysis to develop work process flows and standard operating procedures. Created customized Siebel OnDemand topics and extracted, populated, and maintained Siebel training databases for end-user training. Created Siebel user manuals and training exercises and facilitated end-user training classes.
  • Organized and planned OnDemand SAP workshops for clients. Facilitated OnDemand SAP workshops at client sites throughout Europe. Responsibilities included installing, testing, troubleshooting, and conducting a three-day OnDemand classroom course. Developed SAP end-user training materials using OnDemand. Provided technical support for OnDemand.
  • Part of the training team implementing SAP R/3 3.1. Created end-user documentation in SAP for Materials Management. Classroom assistant for end-user training classes.
  • B.S., Major: International Business
  • Other Training: PeopleSoft CRM Automation and Configuration 8.9; PeopleSoft UPK Developer
  • PeopleSoft Skills: PS Payables 8.8 – 8.9, PS Purchasing 8.8, PS ePro 8.8, PS Payroll 8., PS Time & Labor 8.9, PS CRM Support 8.9, PS CRM Sales 8.9, PS CRM Marketing 8.9, PS Query, PS UPK
  • Other Skills Sets: Lawson S3 – AP, RSS, and PO; Lawson S3 – AR and GL; Microsoft Office; Test Director; Breeze and WebEx; SAP R/3; Siebel
Oracle/PeopleSoft Instructional Designer

Creative, accomplished technical writer and instructional designer who has 10 years of ERP experience, created hundreds of navigation and procedure documents, designed and developed dozens of “show me” software simulations and classroom training modules, and designed and developed over 15 e-learning courses.

  • For a state university system, developed e-learning and classroom training materials on policies and procedures for a rollout of PeopleSoft 8.0 Financials. Worked with SMEs and business process owners to document policies and system functionality. Designed and developed exercises and games, as well as on-line assessments. Delivered classroom training to financial system users.
  • For a construction company, designed the training program for an Oracle ERP implementation. Created navigation and procedure documents using Oracle Tutor. Designed and developed interactive, online training courses using Lectora Publisher and Captivate.
  • For manufacturing company, designed and developed classroom training materials and online simulations for Oracle Payroll and Compensation using Oracle Tutor and Captivate.
  • For a chemical manufacturing company, coordinated Certified Training Program for corporate information technology. Designed and developed classroom training and designed and built e-learning for Prism ERP implementation. Created over 70 software simulations using Adobe Captivate.
  • Microsoft MSWord, MS Publisher, Excel, FrontPage, PowerPoint, HTML, Lectora Publisher, PaintShop Pro, Quark, SnagIt, Adobe Acrobat Professional, Captivate, Dreamweaver
  • Oracle: Accounts Payable, Accounts Receivable, Discoverer, Employee Self Service, Human Resources, iProcurement, Payroll, Projects, Purchasing, Time and Labor, Tutor Author, Tutor Publisher; JD Edwards: Accounts Payable, Accounts Receivable, Collections; PeopleSoft: Accounts Payable, Accounts Receivable, Customer Maintenance, eProcurement, General Ledger, Discoverer; Prism: Order Management, Manufacturing
  • B.A., Technical Communication, Metropolitan State University; Professional Association for Computer Training (PACT); e-learning Guild
Project Manager

Certified project manager (CPM) with broad and wide-ranging experience leading ERP, training, learning and development, and change management projects. Provide leadership and coaching to all levels of stakeholders. Create cross-channel, dependent programs and project plans to coincide with key milestone dates and critical paths. Form strong working relationships with global partners, project team leads, and other stakeholders.

  • For a telecommunications company, managed teams to successfully deliver an aggressive, strategic fiscal year-end change to SAP financial systems. Created a project management framework and reporting process for global teams and developed a two-year program management strategy. Held bottom-line responsibility for creating project change management materials, including external relations communications, and training materials. Established and maintained SharePoint site; and developed best practice policies and procedures to augment project work products.
  • For a healthcare technology company, collaborated with information technology and business services to manage and deliver project delivery structure and strategy. Provided direction in planning the overall customer project experience; developed and managed communications to project teams and executive level leadership. Implemented two key dashboards that presented actionable business intelligence to decision-makers. Developed project-based communications for stakeholders.
  • For a medical device company, remediated a high risk, Cardiac Rhythm Management custom development project to 100% FDA compliance within a 5-month project timeframe. Led team of 53 resources to successful on-time implementation of patient management system meeting strict FDA mandates. Implemented business process analysis (BPA) best practices to effectively conduct gap/fit analysis and to document business requirements/process flows documentation. Developed change management programs—training, documentation, and communication plans—that resulted in tripled systems use and acceptance. Implemented project best practices resulting in thorough assessments, Software Validation Reports (SVR), and quality systems development/ configuration management to meet FDA, HIPAA, SOX, and BSC auditing standards.
  • For an IT consulting firm, led training and learning development efforts for several global manufacturers to produce all training and change management materials for J. D. Edwards (ERP) system. Worked closely with subject matter experts to perform assessments, develop global training plan, acquire content, and develop learning content. Created customized user reference guides, training curricula, job aids, and e-Learning programs for JDE manufacturing system. Delivered classroom training in two countries. Managed translation efforts for all final deliverables. Worked with key stakeholders to identify and transform business processes which resulted in company-wide business transformation activities throughout distribution areas. Developed training program for all change management work streams and activities.
  • For a J.D. Edwards consulting company, delivered over 10 JDE training and learning development projects ranging from $50K to several million, as part of the client services team. Managed multi-phase global documentation and training projects; responsible for learning and user assessment, project plan, training strategy, change management initiatives, and staffing efforts. Created e-learning content in JDE’s training tool and creating customized processes and procedures.
  • Bachelor of Arts, College of St. Benedict, St. Joseph, MN; Project Management Certification, Certified Project Manager, CPM, University of St. Thomas, St. Paul, MN; Project Management Institute (PMI), PMP Certification, pending—2009


Process Integration Consultant Profiles

Project Manager/Senior Process Improvement Consultant

Design and conduct qualitative and quantitative assessments of organizational readiness to implement change. Plan and develop communications to obtain awareness, understanding, buy-in, and support for business change, working with business leaders and subject matter experts. Conduct training needs assessments; design and develop learning solutions, including instructor-led and e-Learning courses, job-aids and reference guides, coaching tools, and online help systems. Consulting experience includes:

  • For an international medical device firm, led communications and training planning, development, and implementation to support a quality systems process and culture change effort. Developed and implemented a multi-phase, multi-level communications plan, leveraging existing communication vehicles and resources as available and appropriate. Developed and implemented a comprehensive training plan, identifying audiences (roles), applicable content, delivery method, training resources, and timelines. Managed team of consultants.
  • As lead training consultant for a major defense company, conducted qualitative and quantitative change management assessment of organizational readiness to implement manufacturing and financial applications across multiple business units. Managed the design and development of a blended learning solution, consisting of an online help system and web-based training courses for finance and document management systems. Facilitated client discussions related to project re-scoping and re-planning. Participated on a project core team consisting of client resources and systems consultants from multiple organizations and directed the work of three external consultants.
  • For national healthcare organization, conducted an accelerated organizational readiness snapshot for the merger of an acquired benefits company. Developed and implemented a change management plan to maintain leadership and employee engagement during the integration. Developed communications and manager coaching materials related to organization re-structuring. Conducted change management assessment related to the implementation of a sales force automation tool throughout an enterprise segment of ten separate business units. Redesigned and developed classroom and online end user training based on business workflow.
  • As a senior consultant for a marketing communications company, developed a series of personal brand, brand leadership workshops, and manager coaching materials to increase organizational effectiveness through the alignment of personal and organizational brands. Designed and developed an instructor training process and materials to enable client resources to successfully deliver brand workshops. Consulted on brand projects and workshop implementation with multiple clients. Designed and conducted customized leader training sessions for clients.
  • As a process improvement consultant for a national telecommunications company, Analyzed and re-designed processes to improve customer satisfaction scores, working with two regions to develop a set of recommendations that could be expanded to other regions. Conducted interviews with key stakeholders and process participants to capture the current state, or “as is” processes. Co-facilitated cross-functional teams to identify gaps and re-design an integrated process. Provided product documentation, including process maps, team communications, status reports, recommendations, and presentations.Employment experience includes:
  • For Pritchett, LP – Rummler-Brache Group, a consulting, training, and publishing firm that specializes in process improvement, merger integration, and change management, led and supported process improvement projects with clients: facilitated cross-functional teams through process improvement initiatives, coached process owners, communicated with project sponsors and documented project deliverables.
  • For EPS Solutions, a professional services organization, spun-off from Deloitte & Touche LLP, that offered a comprehensive outsourcing capability, established group-level operating, sales, and marketing processes for nine acquired businesses.
  • For Wilson Learning, a human resources training and development company, provided marketing, operations, and business development support to extend the company’s reach and ability to serve global customers. Co-directed the launch of an e-learning business focused on retail and direct-to-consumer channels. Applied analytical, communication, and project management skills to a wide variety of projects throughout the organization. Directed full range of marketing communications activities.
  • Proficient in Microsoft Excel, Word, PowerPoint and Visio; working knowledge of Microsoft Project and Access. Experience building SharePoint sites, using WebEx and Live Meeting, and using screen capture and photo editing tools. Worked with PeopleSoft, Siebel, Oracle, SAP, and custom-developed applications. Knowledgeable of Six Sigma tools and methodologies.
  • M.B.A., Marketing Management, University of Minnesota, B.S., Journalism and Communication, Iowa State University.
Project Manager/Instructional Designer

20 years experience resourcing and managing large teams, across multiple geographic locations, for the delivery of instructor-led multilingual training, e-learning, and documentation. Design blended learning strategies to meet the needs of diverse audiences. Manage development of core curriculum through classroom training, simulations, web-based tutorials, online reference documentation, and job aids.

  • For an insurance company, led the development team that created e-learning and classroom modules for an IT process transformation project based on CMMI. Project included building registrations and tracking them in the company’s LMS for participants across several locations. Developed a standard course structure and design standards for the modules, based on a phased approach to delivering content. Introduced concepts and processes, supported pilot teams, and provided advanced training to key practitioners to promote widespread adoption.
  • For a brokerage firm, was the project manager for a group of over 20 contract instructional designers, simulation developers, and procedure writers. The team supported a $250M software conversion effort for multiple business lines, including retail brokers, correspondent services, municipal markets, capital markets, and internal operations. Directed the day-to-day activities of the sub-team that delivered 50 plus software simulations and web-based tutorials for classroom and remote training. Developed user requirements, selected and managed vendors, controlled development methods, coordinated testing and user acceptance, and worked with IS and LMS personnel for final remote delivery.
  • For a medical device company, was the team lead for a group that supported the Product Commercialization Process for medical devices, including laser imagers and computed radiography devices. The team provided service and user publications, training materials, use case development, user interface design documents, customer requirements documents, product specification documents, and localized documents and product interfaces for commercialization. Managed ECO process for user and service publications. Maintained knowledge portal on company intranet for publications, FAQs, and bulletins. Developed online help for user applications and XML documents for service teams. Developed technical training materials for Health Group products.
  • For statistical analysis software company, managed a team of employees and contractors who developed user documentation and provided customer phone support.
  • For an ERP software developer, developed and delivered classroom training, both on-site and at customer sites. Provided troubleshooting and technical support to customers via Call Center.
  • Highly experienced in the following toolset: Microsoft Project, MS Word, Excel, Powerpoint, Xmetal/XML, Documentum/Workflow, Framemaker (SGML), Dreamweaver/Flash, Captivate/Articulate, Dasasault/MatrixOne, RoboHelp, JMP/SPSS
  • M.S., University of Wisconsin (Organizational Psychology, Measurement, Statistics); B.A. St. John’s University (Psychology, English, History) 1977
  • Doctoral Work at Portland State University (Systems Management, MBA courses) and at University of Minnesota (Organizational Psychology, Measurement)
Senior Business Analyst/ Project Manager

Certified Project Management Professional and Senior Business Analyst with more than 20 years of industry and consulting experience in the information systems field, encompassing the entire development life-cycle. Direct experience managing multiple large-scale projects with large staff, large budget and broad impacts, including enterprise-wide project management offices, e-commerce and internet projects, expense reduction programs, document management systems, strategic information systems planning, infrastructure, methodology enablement and business process re-engineering. Successfully helped numerous organizations enhance their operational effectiveness and customer satisfaction by realigning organization structures, redefining departmental workflows, and technically enabling business processes.

  • As a Senior Business Analyst for the Office of Academic and Student Affairs at a university assisted in preparing for campus-wide software implementation of scheduling and space management system. Facilitated the Strategy and Planning phase, conducting current state “as is” process mapping workshops. Conducted Project Strategy Workshops and Critical Gap Analysis to determine process improvements. Providing change management leadership. Currently facilitating the Organizational Readiness phase and developing policies, standards, and procedures for the “to be” processes.
  • As Project Manager/Senior Business Analyst for a trust company, leading an effort to effectively and efficiently transition 5 out-of-scope business areas, including personnel and more than 100 processes to new receiving lines of business, as a result of selling the record-keeping segment of the Retirement Services (RS) business. Performed the transition without disrupting service to clients, creating business problems for the client or creating any sort of issue for the transition of the record -keeping business to its new company. Planned, managed, executed, tracked, and reported risks, and issues.
  • As Project Manager/Senior Business Analyst for a consulting company, supported activities for the sixth largest spinoff in U.S. corporate history. Provided support to multiple rebranding work-streams and technology infrastructure separation initiatives across the Asset Management and Retirement Services businesses that included web and non-web applications. This work included establishment of detailed project plans, resource planning, monitoring of tasks, risk management, program management support, identification/resolution/ escalation of issues, development of process, communication, creation of requirements, oversight of business and technology effort, test strategy and test plan development, test coordination, implementation and status reporting. Participated in implementation of a Quality Management System Framework, performed quality control and assurance for all project test deliverables, led UAT.
  • As a Senior Business Analyst for a health and safety division of a public sector organization, defined requirements and design for business process management in the Hazardous Waste and Radiation Protection programs. Synthesized workflow, content management, and enterprise application integration for Response Management system.
  • As Project Manager for a national insurance/employee benefits firm, provided consulting for a growth strategy program to grow group and voluntary insurance businesses with a goal to reach the top five in their industry.
  • As a Project Manager for a major retail organization, helped to manage the corporate intranet. Created and piloted a site-let solution framework to deliver content sites to the intranet. Providing a controlled on-ramp for business groups to get their communication needs met in the intranet. Managed operational enhancements to corporate intranet, and developed bi-weekly enhancement release cycle.
  • As a Senior Business Analyst for a major health care provider, leveraged best practice artifacts, processes, and tools within a RUP and corporate CMM initiative. Provided leadership, mentoring, coaching and analysis to develop business requirement artifacts for an enhanced health care Employer eServices web portal, designed with new features to help improve the customer experience for online benefits administration. Held Design reviews and delivered artifacts including Use Cases, UML Models, Use Case Diagrams and Activity Diagrams, Business Rules, Page Mockup/Wireframes, Navigation Flow/Storyboard, UI Requirements, Glossary and Message Specifications.
  • As a Project Manager for a diversified technology company, provided leadership, project mentorship and project management for a portfolio of projects in support of a Global Electronic Document Management system, to be used in the submission of 3 drugs for a clinical study to the FDA. The electronic document management system will support the entire Global R&D knowledge chain including pre-clinical, clinical, CMC and regulatory as well as post-submission query tracking. Developed a project plan, communication plans and progress reports for a portfolio of projects including more than 60 sub-projects managed resources. Facilitated project assessment activities and prioritization of initiatives.
  • As the chairperson and project coordinator of an internal Project Management Task Force, led a team to develop a Project Management Charter, Project Management Guidelines, Project Management Templates and Project Manager Profile tools.
  • As a Business Dimensional Modeler on a Global Web Reporting Project, provided technical modeling expertise in the area of Business Dimensional Modeling for a data warehousing initiative.
  • Organization Change Management, Six Sigma/SEI/CMM, Project Management Office (PMO) Services, Enterprise Systems Planning, Business Process Improvement, Facilitation, Strategic Planning, Process and Data Modeling, PMBOK, BABOK, Catalyst, RUP, Clarity, Method/1, SEI/CMMI, DMAIC/DFSS/DMADV, Price Waterhouse System Management Methodology of System Design (SMM&SD), JAD Facilitation.
  • B.S. Computer Science/Electronics Engineering Technology, Mankato State University, Mankato, MN; AQMS (Quality Management System) Framework Certification; Project Management Professional (PMP) Certification; Supervision Certificate, Employer Education Services (EES) Carlson School of Management.
Senior Technical Writer/Training Developer

For a brokerage firm, managed contingency plan for delivery of corporate and branch wide ERP training. Developed, implemented, and managed work-around processes related to LMS system. Activities included identifying and helping to implement reporting, resolve issues related to contingency plan, and managing communication with end-users via project email site. Helped developed Support-Desk data base using PB Wiki tool.

  • For a utility company, developed and implemented Sarbanes-Oxley for Plant Operations. Developed processes, identified control points, conducted testing of controls in the field, and performed auditing. Selected and implemented Certus, a software tool for managing the company’s Sarbanes-Oxley program.
  • For a healthcare company, managed team of instructional designers to design e-learning and instructor-led training for a product lifecycle management software (Dassault MatrixOne). Performed gap analysis to determine communication/training strategy for roll-out, implemented train-the-trainer training, and managed classroom delivery across all sites.
  • For a diversified technology company, performed gap analysis and determined requirements for process improvements for the company’s controlled document management system.
  • For a retail grocery chain, worked with a team of Instructional Designers and Training Developers to design and develop classroom training materials for employee-wide software implementation.
  • For a state government court system, developed documentation and training for new database system. Documentation included online help, policy and procedure guidelines, training materials, and a Getting Started Guide.
  • B.S. , University of Minnesota, Minneapolis, MN. Major: Technical Writing/Communications, with an emphasis in Medical Education.


Organizational Change Management Consultant Profiles

Senior Change Consultant/Project Manager

Seasoned professional specializing in delivering business benefits associated with major change initiatives. Pragmatic leader who transforms visions into actions. Demonstrated experience leading new system installations, quality improvement initiatives, and merger and acquisition activity. 15 years experience utilizing skills in process design and improvement, change management, communication, advocacy/facilitation, and documentation and training.

  • For a $15 billion clothing retailer, led consultant team that provided training and change management expertise to assist in implementing a PLM strategy. Developed a comprehensive communication strategy, led teams to produce and deliver a variety of blended training experiences, and designed and facilitated user and manager-level feedback sessions.
  • For a $50 billion health care client, led team that oversaw the merger of two businesses into a single immediately profitable business unit. Implemented a methodology that included developing a baseline assessment, then designing and implementing communication, motivation, and training tactics to mitigate risks. Assessments indicated tactics’ success; merger met all financial goals.
  • For a $7 billion independent power producer, led change management initiative required for a successful implementation of PeopleSoft Enterprise Asset Management System (EAM). Managed project team of more than a dozen consultants from three companies, developing and implementing all change management strategies, developing KPIs and other measures of success, facilitating process redesign sessions, and leading executive steering team meetings.
  • For a $12 billion implantable medical device manufacturer, led team that managed change management and training efforts for implementation of a new Product Data Management system. Developed change management, communication, and training plans. Facilitated client teams through process redesign workshops and managed ongoing change management consulting and training material development.
  • For major independent power producer, led team to document multiple business processes for online system. Team analyzed the business processes, recommended process improvements, helped standardize processes, and reduced purchasing cost by over $3.5M.
  • For multi-billion dollar travel, hotel, and marketing services company, managed project integrating disparate offerings into a single integrated product for client’s largest customer. Developed online process training tool for group incentive travel business unit, which enabled process consistency in business with rapid turnover.
  • For a marketing services company, managed project to design, build, and implement a custom web-based timeline/process guide system that creates uniform, repeatable work processes. Managed project to design, build, and implement a custom-designed proposal generation application. Led process reengineering project that transformed a $70M business unit from break-even to extremely profitable. Developed quality system for new $3M client program, and designed and managed quality system for $15M outsource project.
  • B.A., University of Montana, Missoula, Montana
Change Management Specialist/ Business Analyst/Training Developer

Business consultant with over 15 years experience providing business analysis, training development and delivery, cross-functional process facilitation, and project management. Special concentration area in MatrixOne software and associated processes. Highly successful in leadership roles, building trusting relationships, and focusing on results.

  • For building manufacturing company, led team to design and develop the training materials for implementation of the company’s custom quoting system application. Deliverables included the instructional design and materials for a train-the-trainer and end-user training. Worked closely with the web-based training team to define the course objectives and context for the web based training. Delivered training to internal and external sales personnel.
  • For chemical manufacturing company, designed and developed training for implementation of PeopleSoft Computerized Maintenance Management System (CMMS). Materials included participant manual and quick reference materials. Wrote test scripts for system functionality.
  • For power generation company, designed and developed training for implementation of PeopleSoft CMMS. Materials included train-the-trainer materials, and participant manuals and workbooks. Delivered training at power plants in New York and Louisiana. Provided post-implementation support for users at power plants in New York. Facilitated process design teams as new processes were developed and documented the new processes.
  • For worldwide incentive marketing company, provided project management and facilitation skills to prepare and engage deployment owners and their teams to successfully implement PeopleSoft within the organization. Used team building tools, an integrated planning approach, and an integrated deployment calendar that included change management, and system and process activities. Improved training design and delivery through a training validation process.
  • For electrical manufacturing company, developed instructional design and training materials for MatrixOne’s Engineering Central implementation. Defined business process and created business scenarios for training delivery. Led training delivery team in Mexico and Texas.
  • For clean room manufacturer, performed Dashe & Thomson Organizational Readiness Assessment for company’s MBOM project and a retrospective analysis of implementation of MatrixOne’s Spec Central). Developed and delivered recommendations for strengthening MBOM project team and for increasing user acceptance. Interviewed key project team members, administered web-based surveys, analyzed survey results and delivered change management recommendations.
  • B.A., English and Economics, University of Minnesota
  • Certified Synectics Instructor ; RAB Accredited ISO 9000 Lead Auditor
  • Michael Hammer Courses: Reengineering with SAP (1997), Reengineering Strategies and Techniques (1997), and The Human Dimension of Reengineering (1996).
Project Manager/Instructional Designer/Change Management Consultant

Experienced leader in identifying, designing, developing and implementing enterprise-wide training and learning strategies including project management, global and local project execution, course content development, delivery and evaluation.

Project Manager/Instructional Designer

20 years experience resourcing and managing large teams, across multiple geographic locations, for the delivery of instructor-led multilingual training, e-learning, and documentation. Design blended learning strategies to meet the needs of diverse audiences. Manage development of core curriculum through classroom training, simulations, web-based tutorials, online reference documentation, and job aids.

  • For electronic money transfer company, crafted training and communication strategy/approach to meet organization’s implementation of Oracle Financials. Led training and communication efforts, identified gaps, managed resources, aligned training deliverables with business needs, identified and mitigated risks, identified and established relevant training goals and metrics, and developed and executed training.
  • For insurance company, implemented training and change management initiatives for IT organization’s software development lifecycle (SDLC) methodology program. Led SMEs and internal staff in designing, developing, and delivering key communications and training solutions that included web-based facilitation, and instructor-led and e-learning solutions to internal and remote IT resources. Developed key internal training reports for leadership and provided strategic direction to increase overall program adoption and effectiveness.
  • For brokerage firm, led design, development, and implementation of a data warehouse and reporting solution. Managed project plan, budget, and resource team of contractors and employees. Developed and delivered new reporting data warehouse environment, end-user training materials and communications, procedures and reports manuals, quick reference guides, metadata dictionary, e-learning, and instructor-led training, and end-user support.
  • For medical device company, led stakeholder communications, training curriculum, and materials and support plan development for user adoption of Siebel Sales Automation and CRM application. Applied organization readiness and change management skills and initiatives, coordinated end user acceptance testing, and delivery of application report training and customer support.
  • For financial organization, led communications, change management, and training strategies for implementation of business intelligence for corporate and field users. Met with executive business leaders to identify individual business needs, process changes, and end- users’ required skill sets. Tasked with developing, designing, delivering, and evaluating a training strategy, leveraging the new technology, and providing better decision-making results towards improved revenues.
  • For international agribusiness corporation, defined and implemented training strategy and approach for PeopleSoft implementation, including end-user communications, training plans, assessments, and delivery. Identified quality and risk issues, provided senior level executive program guidance and training expertise. Monitored training dependencies and integration with existing client end-user technologies and processes.
  • Software: Dreamweaver XP, PeopleSoft UPK (OnDemand), WebCT Vista, Adobe Photoshop, Adobe Acrobat, RoboHelp, Snag-it, Centra Symposium, Placeware and WebEx.
  • B.S., Education and Business Administration, Mankato State University. M.S., Learning Technologies, Capella University.


Employee Communications Consultant Profiles

ERP Communications Specialist

Provides consulting services in marketing and communication to corporate, government, and higher education clients. Develops, implements, and delivers long-term communication strategies and plans, specializing in ERP implementations. Strength in directing cross-functional teams and managing client counterparts. Proficient in Web site publishing tools, as well as MS Publisher and MS Project.

  • For state university’s PeopleSoft Campus Solutions implementation, subcontracted to Oracle Consulting as Communication Lead. Aligned pillar communication plans to overall project plan. Performed stakeholder analysis, and developed strategy and tactics for General Ledger and Human Capital Management. Managed development of communication plan and activities.
  • For city government’s PeopleSoft financials implementation, subcontracted to Oracle Consulting as Communication Lead. Planned and developed communications activities, including job aids for end users and scripts for managers to actively support end users.
  • For investment company’s ERP implementation, provided communication expertise as company underwent technological upgrade. Provided original writing and editing for print and Web site communication vehicles. Maintained master list of over 900 questions from the field and sought out experts for answers. Provided communication planning and assistance to team charged with providing help and support post-Go-Live.
  • For agribusiness company’s SAP implementation, was member of Change Management group on the core team charged with sun-setting existing incompatible business processes and implementing SAP. As Communication Lead, drafted and executed communication plan. Simplified complex SAP commercial, financial, and treasury processes to end users. Provided original content for web site, newsletter, presentations, and internal communication vehicles. Delivered senior-level project status presentations. Wrote and edited 900 business process procedures.
  • For agricultural company, led brand identity initiative to increase awareness of need for and value of company’s brand. Established and communicated brand identity guidelines and standards for North American sites. Worked with IT to create streamlined access to vendors for program elements. Selected for special project to create and execute a communication plan for company subsidiary that received the Malcolm Baldrige National Quality Award.
  • For international food company, managed corporate marketing communications. Directed internal staff of seven and external agencies. Created strategic communications plan and led design, production and distribution of all marketing communications materials. Managed design and publication of an integrated package of sales and marketing collateral including capability brochures, product literature and packaging. Created electronic communication vehicles including videos, CD-ROM and multimedia, Internet and Intranet sites.
  • B.A., Journalism, University of Missouri School of Journalism, Columbia, Mo.
Senior Communications/Organizational Effectiveness Specialist

Results-driven communications professional with more than 20 years experience in marketing, employee and human resources communications. Multi-faceted writer/editor, projects/events manager and video producer with established record of success in creative and impactful communications.

  • For brokerage firm, as Senior Communications, coordinated internal communications marketing efforts for conversion to four new software systems affecting over 10,000 users. Established and maintained internal web site for communications. Managed email campaigns, wrote newsletters, and disseminated “seminars in a box” to field offices.
  • For medical device company, as Senior Communications/Organizational Effectiveness Specialist, partnered with executive management, and internal web and graphics departments to develop global communications guidelines that supported company marketing internal brand standards. Developed/implemented HR program rollout promotions. Wrote/edited senior management communications.
  • For healthcare organization subsidiary, as Communications Director, created internal communications guidelines and standards consistent with corporate communications toward creating professional and consistent global messages. Conducted employee interviews/focus groups and communications needs analysis of customer service centers to help create more meaningful employee communications. Wrote/edited senior management communications.
  • For medical device company:
  • As Human Resources Communications Senior Associate, created global human resources internal brand consistency, facilitating growth to a worldwide workforce of more than 12,000 employees. Developed/implemented human resources communications strategies for global benefits, employee relations, compensation, management conferences and recruiting campaigns, unifying the messages of multiple and diverse business units. Managed external writers and agencies to develop award winning support materials, recognized by peers in the field for excellence in communications. Wrote global messages for executive management, ensuring clear, dynamic and effective communication to large employee groups.
  • As Employee Education & Development Associate, identified, developed and implemented corporate education curriculum, building leadership capability, and deepening the management capabilities bench, thus improving shareholder value. Coached HR staff in communications, improved professionalism in diverse team.
  • For healthcare company, as Marketing Communications Manager, directed corporate advertising activities, producing advertising activities, producing advertising. Developed publications to promote sales and managed business-to-business direct marketing initiatives, while coordinating consumer research.
  • Graduate Studies-Writing, University of Minnesota; B.S. – English – Bemidji State University.
Change Communication and Training Consultant

Experienced writer and strategic thinker with background in public relations, employee communication, and higher education. Plan and execute change communication programs to facilitate preparation, participation, and buy-in from employees, vendors, or clients. Develop curriculum for on-line and stand-up training in quality processes, new processes and procedures, and software applications. 

  • For a defense contractor, provided training and communication to support a Capability Maturity Model Integration (CMMI) initiative. Developed 12 in-person training modules on CMMI processes and presented to project managers, business and quality analysts. Converted training to e-Learning modules for ongoing use in the organization’s learning management system.
  • For a financial services company, developed and executed communications between the organization’s IT department and its broker/dealer network. Provided information and education via intranet about new technology releases as well as business-as-usual communication on issues and outages
  • For a national retailer, researched, wrote, and led review and approval meetings for guidelines to help make a major retail website compatible with Section 508 of the US Rehabilitation Act and the W3C Web Accessibility Initiative.
  • For a pharmaceutical company, was training and communications consultant for implementation of a new electronic document management system, Documentum. Helped to define organizational workflow, job roles and responsibilities within the new system. Developed training and reference materials for new SOPs and software application. Developed communications regarding the features and benefits of the new system in order to encourage users to participate in training and implementation.
  • For a finance group that provides accounting, planning, and reporting, provided content for Sharepoint-based intranet site, newsletters, and quarterly employee meetings.
  • For major retailer’s enterprise-wide SEI/CMM initiative, was communications consultant. Worked with project managers and IT employees to create and update process documentation and templates. Planned and executed electronic and print communications, intranet content, and special events to promote awareness of, buy-in and ownership for the initiative among Senior Management, Project Managers, and Developers. Developed half-day overview of SEI/CMM Key Process Areas. Delivered the training to more than 700 IT project team members and IT business clients in 40 plus sessions.
  • PhD., English, Indiana University at Pennsylvania