Fernando Santiago MBA PMP
Ontario, Canada (flexible location)
LinkedIn Profile https://www.linkedin.com/in/fernandosantiagod/
? Over 20 years of Canadian experience in project, program and portfolio management.
? Business focus, mostly in design, development and implementation of information technology.
? Expert level understanding of project management methodologies: practitioner, trainer and coach
? Agile/scrum/XP practitioner, trainer and coach, introducing agile practices in hybrid/predictive projects
? Specific concentration in project and program financial value and benefits realization management
? International experience managing projects in Europe, North/Latin America and Asia Pacific
? Results oriented, both project delivery and realization of benefits, and a track record to prove it
P3M Solutions: Contractor/Consultant
London Life/Great West Life
Contractor/Project Manager/Consultant (November 2017 – current)
Managed the project for the definition and implementation of a portfolio management framework focused on financial value, managing technology initiatives as a portfolio of financial investments for Group Customers. The framework includes financial value/benefits management, an agile-friendly stage-gate system, a continuous planning process using a 3 year opportunity window, instead of a yearly budget-driven approach. All these components are reflected on a dashboard with portfolio level metrics focused on financial value. Major elements of the framework have been adopted by other units in the corporation.
Contractor/Project/Program Manager (June 2017 – November 2017)
? Managed a program of infrastructure projects related to IT services for construction sites, part of the Major Component Replacement program (MCR), a $13B investment.
? Turned around an $8M program in six months, from red to green. Responsibilities included schedule and project accounting and forecast/budget management The program provided MCR with:
o Smart cameras and video management software, for visualization of activities inside the reactor vaults, with video streams available on the corporate LAN and worldwide via internet. .
o Connectivity of an analog wired communication system attached to the plastic suits used in the vault to a digital solution, so workers in the vault can communicate through the corporate phone system,
o A wireless communication system inside the vaults, integrated with the corporate phone system.
Other Contractor/consultant/trainer activities: 2016
? Consultant at Manulife Financial: Assisted the EPMO in the adoption of agile with adjustments to the Stage Gate Framework, budget management and impact to other functions. Developed health metrics for delivery and benefits, for agile and traditional projects; agile metrics based on SAFe and other sources.
? P3M Solutions: Project Manager/Scrum Master and Product Owner for the final phase of a Benefits Realization Management tool to include a digital dashboard interface.
? P3M Solutions: Managed a training business, in-house and public: Developed and delivered courses in Project Management - Navy Seal Level; Understanding Agile for non-IT Professionals and Top-down Portfolio Management. Public venues: PMI Global and PMI Symposia.
Project Manager (Contract: Nov 2014– July 2015): PeopleSoft Financials and Hyperion implementation
? Established a Program Office that successfully supported planning and execution.
? Managed the schedule and baseline management, using a weekly cycle for execution and control, reporting actuals, program accounting, status reporting at project and program levels
? Managed sks, issues, changes using HP PPM based tool. Included training
? Provided visibility for stakeholders using Earned Value metrics and other performance indicators.
Business Initiatives Enablement Manager (Contract, Jan 2014 to Nov 2014)
? Increased maturity in project management practices with a team of PM’s & BA’s, establishing cadence for status reporting, managing from a schedule, tracking to milestones and managing risks and issues.
? Implemented a properly scaled and effective methodology: processes and artifacts for the project management life cycle, from intake to closing; developed and implemented templates and tools.
? Optimized capacity planning for IT resources, based on forecasts from PM/BA’s.
? Initiated, planned and started the execution of the implementation of Eclipse V5 PPM tool; using agile/scrum approach and JIRA and Confluence for implementation.
? Introduced a framework for financial benefits management using a top-down approach for IT functions
P3M Solutions – BRMTool project – Product Manager and Project Manager/Scrum Master, 2011-2013
? Conceptualized, defined and developed BRMTool, a SaaS web application to support top-down portfolio management for strategy execution, development of financial models for impact on cash flow and asset value, strategy mapping and balanced scorecard frameworks. Developed on .Net, SQL.
? Successfully applied scrum with a team of off-shore developers plus on-shore design and SQA
? Played the role of product manager, creating a backlog, user stories, sizing and documentation
? Completed delivery on time: twenty two-week iterations, only two iterations more than initial plan
? Total of 15,000 hours of development.
Economical Insurance – Project Management Consultant/contract work: Jan 2009 – Dec 2011
? Created an innovative cash-flow base business case tool that included a quantification of soft benefits, impact of risk and pre-defined formulas based on financial impact. Property & Casualty business.
? Introduced agile to the organization, provided consulting, developed and delivered training and provided coaching for the adoption of agile. Developed and implemented set of tools for agile/scrum and provided coaching to internal team in charge of removal of obstacles to facilitate adoption.
? Supported programs and projects, particularly during planning, to define project strategy and plan, budget development, as well as ongoing coaching and support to ensure they were setup for success
Other Smaller Consulting Engagements: Jan 2010- Oct 2013
? Allstate Canada: promoted the adoption of agile with an assessment of training needs and adoption, designed sessions and delivered training to team members, managers and other stakeholders.
? Sun Life Financial: Provided support to the Image & Workflow team through consulting, facilitation and methodology to assist an internal process improvement initiative.
? Gore Mutual: Provided training and coaching on agile and other alternative approaches for project delivery, to both project and business resources. Assisted a team in defining project strategy and during the planning and execution phases of the agile components within the project roadmap.
The Economical Insurance Group Waterloo, Ontario, Canada Oct 2004 – Dec 2008
PMO Manager – Full Time Employee
? Improved performance of the portfolio from 50% to over 90% on schedule/budget and C-Sat. Improvement a result of PM methodology, training, coaching and oversight. Project Managers under the PMO ranked “above industry benchmarks” in 37 out of 40 drivers in PMO Executive Council survey.
? Initiated and promoted adoption of agile practices including training, tools and transition management.
? Financial/budget management of a portfolio of projects and programs with a $40M/yr budget.
? Managed the Project Management Office, responsible for best practices, health metrics, governance.
? Developed and established a project management framework, based on PMI/industry best practices.
? Key driver in the rescue and turnaround of an eight figure budget program to replace a legacy Claims Distribution System. This was done through definition of governance, re-planning and strict execution.
? Major contributor to the turnaround of a large development program (nine figure budget) to re-host a Policy Administration system, with program strategy, structure and governance, oversight, coaching.
? Coached program managers and project managers, particularly during planning, focusing on definition of project strategy, budget/financials, WBS and roadmap, high level planning options analysis and risk.
? Played the roles of Project Manager and Subject Matter Expert in the implementation of Clarity PPM.
The Descartes Systems Group Waterloo, Ontario, Canada Nov 1996 – May 2004
Project Director, Program/Project Manager
Company Background: Software solutions for supply chain management, transportation, routing optimization and wireless applications. Customers in the transportation, retail and high-tech industries.
? Project managed successful implementation contracts in Canada, the USA, Latin America and Europe, achieving project objectives, profitability and consistent excellent customer feedback.
? Implemented supply chain technology solutions, integrating mobile handheld devices with back-office applications in store delivery, routing, tracking and transportation.
? Project budgets between $500k and $5M; up to 20,000 hours with geographically disperse teams.
? Introduced effective project management and process based delivery methodologies; provided training.
? Managed, supported and coached project managers in the implementation of solutions
? Implemented a Direct Store Delivery ERP that included GL/Financials, Inventory, Sales and Distribution
? Managed the implementation of a PPM Solution using MS Project Server.
? Streamlined the service contract process, increased profitability and reduced exposure.
? Managed professional services for the Latin American Region.
Master of Business Administration York University Ontario, Canada 1993 – 1996
Master of Organizational Development UCAB, Venezuela 1989 - 1992
Industrial Engineer UCAB, Venezuela 1980 - 1985
Conestoga College Kitchener, Ontario, Canada 2004 - 2016
Instructor – Diploma Programs and Continuing Education (part time):
? Project Management: various courses including capstone project
? Introduction to Information Systems
UCAB Associate Professor Venezuela 1990 – 1992
? Professor of Methods Engineering and Organizational Development, School of Industrial Engineering
Recent Relevant Training
? PMI Global, ProjectWorld and PMI Symposia, from 2003 to 2016
? Val IT, Cobit and ITIL Introductory Courses, ISACA, 2008
Other significant Information
? Speaker/trainer: ProjectWorld (2010/12/14), PMI Global (2015/16), EVM World 2018, Feedback: “Strong presentation, bang-on summary & pertinent real world facts”, “Best thing I attended today”
? Fully bilingual English – Spanish. Cultural awareness: managed projects in Latin America and Spain.
? Expert user/trainer of MS Project and proficient in Visio, Lotus Notes, SharePoint.
? Familiar with Eclipse Clarity, Jira, Confluence, HP PPM, Primavera.
? PMP (Project Management Professional) since 2002, CSM (Certified Sc