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DasheTrack Acceptance Methodology Consultant Profiles

Dashe & Thomson's DasheTrack Acceptance Methodology team is supplemented by our database of more than 10,000 independent contractors in cities throughout the U.S.

Here are profiles of a few of the consultants we work with most often:

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.

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    • 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, identifed 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 eLearning 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, eLearning, 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.

Project Manager/Instructional Designer
20 years experience resourcing and managing large teams, across multiple geographic locations, for the delivery of instructor-led multilingual training, eLearning, 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.

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    • For an insurance company, led the development team that created eLearning 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 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.

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    • 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

ERP Training 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.

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    • 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 eLearning 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