Adam Lee, PMP

Experience

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  Unisys

  Jan 1998 - Jan 2006

  Consultant

  (LA OMV) Louisiana Office of Motor Vehicles:Business Analyst/functional area lead for Customer and Correspondence modules of project to implement new Louisiana Office of Motor Vehicles drivers license and registration system using Rational Unified Process (RUP) methodology. Activities consisted of:• Facilitation of requirements gathering sessions with OMV subject matter experts during Elaboration phase to gather system requirements and establish use cases. • Facilitation of joint application design sessions with OMV subject matter experts to translate use cases into design document deliverables. • Assisting technical team on development tasks based on design documents.• Working with QA test team to author and execute test cases against software. Colorado Genesis:.Prototyped and developed Siebel solution for tax module of Unemployment Compensation application on the Colorado Genesis project. Activities consisted of: • Configured front end of Siebel 7 Call Center software using Siebel Tools; adjusted business components like Account and Contact to fit client requirements.• Integrated with .NET web services and SQL back end database, through business services, because 75% of application data was stored externally in custom SQL database, due to client requirements that were not met in the Siebel out-of-box database.• Wrote Siebel business services using VB Script, to call .NET web services performing queries, inserts, and updates on SQL database via XML files.• Wrote e-script behind applets for field validation and launching of external applications such as Microsoft Word to view application correspondence documents.• As Siebel team lead, managed daily migrations with Siebel fixes to several different development and testing Siebel environments, for different development phases. Also imported updated LOV values via Microsoft Excel documents, into the different Siebel environments.Installed Siebel enterprise at Unisys corporate center of excellence. Mostrar menos

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  Nelnet

  Jan 2006 - Oct 2008

  Business Analyst

  Nelnet (PRA) Portfolio Reconciliation Automation: Designed, tested, and implemented Portfolio Reconciliation Automation accounting system for Nelnet using 3rd party vendor Sungard Recollector and intelliMATCH software. • Automated manual accounting reconciliation activities that freed up roughly 20 employees for other loan accounting and funds management activities. Automation included:• Automated lender transaction data file intake• Automated debit/credit transaction reconciliation matching procedures• Automated generation of reconciliation reports for external lenders and management• Automated input file/output report archiving to stor QM PLUS software...............................................Nelnet (LAF) Loan Application Flow website: Designed, tested, and implemented new student loan application flow website for Nelnet using Agile SCRUM development methodology. Integrated ASP front end with SQL database and AS400 legacy mainframe system.• Converted over 120 static web pages associated with various loan type application flows into 27 dynamic web pages to integrate all loan type application flows into one dynamic flow• Applied new user account functionality to sister systems for loan servicing and college planning Mostrar menos

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  Opus Group, LLC

  Oct 2008 - Jan 2018

  Atlanta 311 Implementation: Consolidated 15+ City Department Phone Numbers into a single 311 #Streamlined and standardized Department service request intake process from citizensConsolidated Department service topics into central knowledge base in 311 systemIntegrated 311 system with EGIS location services for real time SR location verificationIntegrated CTI telephony functionality with 311 intake processesImplemented Employee relationship management into 311 system to track employee performance, development, and disciplinary actionsIntegrated customer facing web portal / appl for news, information, and service request submission, into 311 systemCreated automated Incident grouping functionality for location based grouping of SRs to prevent duplicate SR assignment to departmentsIntegrated Case management functionality with SR intake for select departmentsAbsorbed work order management legacy system functionality into (SOM) Service Order Management module of system, and integrated with 311 SR intake and automated work order creationMapped and migrated historical legacy system work order data into SOM system.Implemented warehouse inventory management structure, receiving, issuance, and reconciliation processes into SOM system and integrated with Work Order functionality for inventory cost tracking on work ordersImplemented / integrated City Asset Management tracking functionality with SOM system work orders and mapsEstablished Property Account Asset, Work Order, and Service Request history tracking functionalityIntegrated Data Warehouse with business intelligence reporting for 311/SOM in areas such asCall Center Performance metricsSR SLA Fulfillment Performance metricsWork Order Fulfillment Performance metricsSR volume and classification metricsWarehouse Inventory metrics Mostrar menos Atlanta 311 - Atlanta, Georgia:Project Manager implementing Siebel 311 Call Center solution for City of Atlanta for intake & fulfillment of constituent service requests for City-provided services by various departments. Solution includes cloud hosting, mobile app, web portal, Integration w/ IVR, CTI, Hansen, & Oracle BI & analytics. (MC311) – Montgomery County,MD 311 project:BPR consultant and Siebel configurator/data administrator on MC311 Call Center project. Solution implemented a single 311 contact phone number and center for many existing county service phone numbers, while integrating a service request process from point of contact at the call center, down to specific county departments for case work and follow up through resolution if applicable. Responsibilities included: • Admin of out of box and custom application data across multiple environments for dev, testing, and production• Siebel configuration and testing to meet design requirements• Post-production change management• Creation of client-friendly run books detailing for sys admin & user guide for Siebel 8 general functionality.....................................(ePAS) – Enterprise Performance Analysis System project:Gathered requirements and facilitated design for US Citizenship and Immigration Services ePAS performance analysis reporting system. The project goal was to standardize immigration case work reporting and time entry around the world to increase efficiency and accuracy of planning and resource allocation information reported to Congress and the entire USCIS organization. Requirements and design phase activities consisted of:• Requirements gathering interview sessions with various departments throughout the organization, including field offices, service centers, headquarters, and international operations offices. • Collection/Documentation of System Requirements• Documentation of System Design• Facilitation of design review sessions w/development team/client. Mostrar menos

  • Engagement Manager

    May 2016 - Jan 2018

  • Senior Principal Consultant

    Jan 2015 - May 2016

  • Principal Consultant

    Oct 2008 - Jan 2015
• 

  OpenGov Inc.

  Jan 2018 - now

  Project Manager leading large scale multi-suite implementations and strategic projects for Financials, Procurement, and Budgeting & Planning. Project Management of OpenGov's Budgeting and Performance solutions across the country, including ERP integrations, Budget Builder / Reporting / Performance Measures / Workforce deployments and more.

  • Principal Project Manager

    Nov 2024 - now

  • Sr Project Manager

    Jan 2018 - Nov 2024