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Project Director PMO & Digital Marketing / The Cleveland Clinic
18 years experience W2
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19 years of experience and working knowledge of various legacy EMR systems (e.g, Epic, Meditech, McKesson, Allscripts, Cerner).

  • 10 years of Epic project management experience with strengths in implementation pre-planning of timelines, creation of project plans, and implementation goals/objectives for EpicCare Impatient, Ambulatory, and Ancillary applications.
  • Experience managing teams of Analysts, Team Leads, Project Leads, Project Managers, Techs, and Trainers, from 3-75 along with the management of multiple department teams 3-5 at any given time.
  • Proven experience meeting implementation and deliverables objectives including: Kick off meetings, scheduling/leading data intake meetings, meeting summaries, facilitating client sign-off for new implementations, identifying key implementation risks, and setting accurate expectations around timing with external and internal resources.
  • Experience in coordinating with key project stakeholders and the PMO REQUIREMENTS.
  • Experience in identifying risks and issues, while working with the relevant stakeholders toward the best and most efficient remedy.
  • Experience managing project deployment and Go-Live schedule, for resources up to 450.
  • Experience managing activation at concurrent go-live sites
  • Experience planning, forecasting, scheduling, and managing project Command Center (Ticket Resolution) and command center resources up to 40.
  • Skilled in managing contract compliance, risk analysis, project scope, implementation management, and support transition.
  • Experience directing/managing the Pro EHR MUII project development and implementation from beginning to end.
  • Experience conducting complete diagnostics of all Epic related application build issues for full cycle implementations.
  • PMP (2018) and Lean Six Sigma Certified Manager with experience in Agile, Scrum, Waterfall, using tools such as MS Project and SharePoint for Project organization and management.
  • Experience in managing all Go-Live project logistics in conjunction with vendors.
  • Experience providing support and coordination for the planning and execution of operational readiness activities such as site visits and shadowing, workflow validation, department operational meetings.

Project Director PMO & Digital Marketing / The Cleveland Clinic (Consultant)
Mar 2020 - present
Responsible to ensure that overall project deliverables budgets schedules and performance standards are realistically set and attained and that the project effectively fulfills all requirements. Responsible for the overall efficient day-to-day management of the study including proactively managing study level operational aspects of the internal study team including management of study timeline budget resources and vendors Served as the primary point of contact for Clinical Operations aspects of designated projects and responsible for developing successful working relationships with clients and stakeholders Responsible for risk mitigation strategies associated action plan and issue resolution Responsible for managing the project team including ensuring all necessary project training is provided to assigned staff Responsible to collaborate with Business Development Contracts Department and management staff to negotiate and ensure timely execution of change orders
PMO Project Management Stakeholder Engagement
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Project Director Client Success & Operations / Allscripts (Consultant)
Jan 2019 - Mar 2020
Responsible to oversee projects from concept to completion ensuring each part of every project moves through the agency on schedule on budget. Responsible to manage weekly staff and production meetings keeping staff informed and held accountable for weekly requirements. Responsible to create and manage system internally with management to clearly forecast workload and proactively plan for busier times or times where we need additional support. Responsible to manage staff's time tracking so job was billed accurately and profitability is tracked. Responsible to track project profitability and budgets for ongoing and upcoming projects. COMMUNICATION: Responsible to manage all clients, freelancers, vendors and staff communication daily. Established project standards and information to set up accurate project documents that were utilized and coordinated throughout all of the project phases. Served as the liaison between the client, outside contractors, the creative department and key stakeholders ensuring all projects stay on track, on budget and were delivered on time. Coordinated the project schedule milestones within the projects scope, creative briefs, time management and budget Improved vendor / agency communication and ensured job consistency by carefully monitoring an ever-evolving workflow Developed and produced retainer client production reports for clients and internal stakeholders. QUALITY CONTROL: Proofed all important client communications, contracts and agency marketing materials. Ensured all of the projects fit the project scope, cross check revisions and meet quality expectations SUPPORT: Worked with management and sales team with new business proposals, sows/ estimate sheets, creative briefs, RFP requests along with managed all client requirements for content development. IBM Watson Heath
MS Visio Project Management RFP Stakeholder Engagement
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Project Manager of (Epic) Ambulatory and Enterprise Inpatient Abstraction
Oct 2015 - Dec 2016
  • Created and maintained a detailed work plan to include milestones, tasks, and target/actual dates of completion.
  • Managed designated operational pre-defined project operational budget (42 Ambulatory Clinics, 3 Hospital Outpatient Clinics).
  • Managed project scope, including project deliverables, timelines, client expectations, to pre-defined project financials.
  • Managed and planned day-to-day project team activities to include the prioritization of team activities /meeting plans.
  • Communicated and reviewed all work assignments with the project team.
  • Responsible for vendor management and planning.
  • Responsible to supervise, train, coach, and mentor abstraction team members (15-Full Time Employees & 25 Contractors).
  • Responsible for the vendor selection, management, and staffing for all Go-Lives resources (70
  • 150).
  • Responsible for the plan and scope of clinic legacy system (Cerner) / Paper Chart to Epic System integration.
  • Responsible for all Full-Time evaluations (30, 60, 90 & Annual), along with payroll / HR maintenance.
  • Responsible for Ambulatory & Inpatient (Epic) workflow and procedures/ site training.
  • Lead and facilitate external-facing project calls and meetings with practice management and staff.
  • Lead and facilitate on-site project post go-live meetings.
  • Participate and facilitate scope discussions with executive management, and practice management.
  • Identify opportunities for value-added revenue during installation of project.
  • Manage IT Analyst team (10), and clinical analyst team (3) on the new client implementation to ensure the following deliverables were met (scheduling/leading data intake meetings, tracking issues, documenting issues and key follow-ups, meeting summaries, facilitating client sign-off for new implementations, identifying key implementation risks, and setting accurate expectations around timing with external and internal resources).
Project Management
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Project Manager of (Epic) Implementation
Mar 2015 - Sep 2015
  • Responsible to provide project management expertise for the project life cycle for Legacy systems ( Mckesson, Sorian, & Cerner).
  • Responsible for system requirements definition, process and/or workflow redesign, and business case scenario development.
  • Responsible for vendor evaluation, selection, and contract negotiation.
  • Responsible to ensure contract compliance, risk analysis, project scope, implementation management, and support transition.
  • Responsible for working with the clinical team in developing and planning the project timeline including all project phases-requirements, workflow, Q/A, and testing, end-user training, go-live readiness and support.
  • Responsible for projecting resource requirements, ensuring appropriate assignment of resources to each project/support phase, adding and deleting resources as necessary, and overall responsibility for completion of the project.
  • Responsible to lead and manage the project within established time and budget parameters.
  • Responsible to provide informative and timely status reports while utilizing hospital / departmental reporting procedures for both ambulatory and inpatient operational teams / management.
  • Responsible to actively coordinate test plans, along with developing and conducting customer communications and training for assigned team or teams.
  • Responsible to ensure timely and successful delivery of solutions and resolution of issues while meeting the needs and objectives of internal and external stakeholders.
  • Responsile for the supervision of 200-270 Go-live resources and logistics ( Schedules, Hotels, & Transportation. Allscripts Corporate, Raleigh, NC
Contract Negotiations MS Visio Project Management Stakeholder Engagement System Requirements
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Epic Analysts
Jan 2010 - Jan 2015
  • Responsible to plan and manage the day-to-day activities of the Epic team and project to include prioritization of work, coordination of resources (Go-live Support (Up to 300), Super Users Command Center, Logistics) and meeting plans.
  • Ensured the completion and high quality of deliverables assigned to the team including but not limited to, project plan, design documentation, build audits, testing plans and scripts, training curriculum and activation plans.
  • Responsible to actively support the PMO with design documentation, build audits, testing plans and scripts, training curriculum and activation plan.
  • Ensured all project deliverables were completed in accordance with the plan (Pre-Go-live/Post Go-Live, Workflow and Technical Plan Walk Through.
  • Coordinate interactions and activities of vendors, both on-site and off-site.
  • Review the final project deliverable for identified functionality and completeness.
  • Manage any identified issues by the project team and bring to resolution timely and effectively.
  • Escalate all non-resolved issues.
  • Ensure that reports for the completion of work plans for outstanding work, issues, and risks were submitted on a daily or weekly basis.
  • Conduct weekly team meetings to discuss team and project related activities, issues, changes, communications and updates.
  • Work with other teams to coordinate team activities with other project teams to integrate work and system design, build, testing, training, and go-live.
No skills were added
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Feb 2013 - Jan 2014
John Hopkins Health System (Sibley Memorial Hospital & Howard County General Hospital) Inova Health System (Mount Vernon Hospital & Alexandria Hospital)
No skills were added
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Project Manager II/Junior Analyst II of (Epic) Implementation
Oct 2010 - Jan 2012
Chicago, IL
Ambulatory (33 Sites) & Inpatient (2 Locations)
  • Ensured projects were delivered on time, within budget, while adhering to high quality standards and meeting client expectations.
  • Responsible for assembling project plans and teamwork assignments, while directing and monitoring work efforts on a daily basis, identifying resource needs, performing quality review and escalating functional, quality, timeline issues appropriately.
  • Responsible for tracking key project milestones and adjusting project plans and/or resources to meet the needs of the client.
  • Responsible for the coordination of communication with all areas of the enterprise network that would impact the scope, budget, risk, and resources (people/money) regarding the work effort that was managed.
  • Responsible for the supervision of 2 Team Leads, 6 rotating Analyst, 80 Go-Live resources & logistics.
  • Responsible for the partnership with senior management of the enterprise clinical management team to identify and prioritize opportunities for utilizing IT to achieve the goals set forth.
  • Responsible to conduct complete diagnostics of all Epic related build issues.
  • Responsible for the anticipation of all implementation obstacles, along with effective documented resolution efforts.
  • Responsible for tracking key performance indicators for assessment and mitigation of risks and reporting effectively yet timely to the management team. Advantage Health Care
  • Cleveland Clinic
  • Main Campus & 14 Regional locations
MS Visio Project Management Project Planning
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Project Manager II (Epic) Implementation
Jun 2003 - Oct 2010
Inpatient CPOE Surgical Optime & Anesthesia Project Manager II (Epic) Implementation Responsible to Lead 5 Team
Project Management
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Senior Project Manager (7 Locations)
Jan 2010 - Jan 1960
(Loudon Hospital, Alexandria Hospital, Fair Oaks Hospital)
  • Draft and distribute project objectives and tasks to the management / IT solutions team.
  • Negotiate successfully with clients, staff and outside vendors.
  • Resonsible for the Go-Live resources (100-150), logistics (Scheduling, Hotels, Rentals etc. .).
  • Responsible to assess project issues and identify solutions to meet productivity, quality and customer goals.
  • Synchronize the efforts of major initiatives involving multiple units, departments and clinics.
  • Coach, mentor and motivate junior level PMs and Project leads (10 Total).
  • Responsible for all Meaningful Use initiatives, plans, metrics.
  • Responsible to escalate issues and concerns appropriately.
  • Provided input and feedback on the growth and development opportunities for junior level PMs & Project leads.
  • Consulted, communicated and educated management/clinical staff and providers in the region on training standards, adult learning, training curriculum methodologies, skills validation, along with training effectiveness, as needed.
  • Reviewed, maintained, modified appropriate instructor manuals, training materials, job aids (Tip sheets) and documentation procedures, per management guidelines.
  • Supported large scale implementations by providing regional coordination, direct training, Train-the-Trainer programs & collaborating in instructional design.
  • Prepared conducted and trained one on one classroom training sessions, for Providers (CPOE/COE), and clinician's (Ambulatory/Specialties, Inpatient: Op time, Anesthesia, HOD's, ASAP, Hospitalist, & Internal Medicine).
  • Developed testing tools and techniques, required to measure skills and techniques to ensure quality patient care metrics were met.
  • Responsible for Go-Live support, Post Go-Live support, Optimization, and Personalization for Providers. Santa Rosa Consulting
  • NYUMC (Inpatient Lab Installation)
Project Management
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Edit Skills
Non-cloudteam Skill
John Carroll University 1992
Lean Six Sigma Certified Manager with experience in Agile
Lean Six Sigma & DFSS Certification
PMP Certification
Epic Optime Certification
Meaningful Use Certification
Project Management
MS Visio
Project Planning
Stakeholder Engagement
Agile Methodology
Contract Negotiations
MS Project
MS SharePoint
System Requirements