Olivia is a consultant with experience in Program & Project management, Design Thinking, Change management, Learning & Development, and Mergers/acquisitions in the Financial Services sector. Through certifications and training, she is developing the necessary skills to work in an Agile environment spanning industries in the capacity of a Scrum Master or Product Owner. With a proven track record of building client relationships, delivering quality results, and as a lifelong learner, she strives to continuously develop skills to adapt to new situations and stay at the forefront of clients’ needs.
β’ Produced a customer experience Point of View for the implementation of ServiceNow for a telecommunication client, resulting in future opportunity discussions.
β’ Conducted competitive market research and created content material in the telecommunication and healthcare insurance spaces that led to new partnerships through request for propsals.
β’ Facilitated design thinking workshops to develop a customer experience learning & development strategies.
β’ Created and implemented training for 15 MBA hires regarding Waterfall and Agile methodologies.
β’ Developed a point of view on Generative AI and cutting-edge opportunities for consulting, resulting in enhanced knowledge in prompt creation.
β’ Managed and created project & employee spotlights across industries, communicating successes across consulting groups.
β’ Developed thought leadership pieces to highlight the importance of and how to create a culture of continuous learning.
β’ Created engagement plans including team bonding, Learning & Development modules, and networking events, cultivating a sense of virtual community.
β’ Conducted client and teammate experience assessments, journey maps, and working groups resulting in stakeholder communication and mitigation plans.
β’ Managed over 90 vendor relationships by creating a repository housing vendor contracts and contact information.
β’ Gathered and analyzed customer and stakeholder feedback to improve policies, procedures, execution, and training for data conversion and deployment events.
β’ Reviewed of implementation and rollback plans and held working sessions to reduce workstream dependencies and improve execution of data conversion and deployment.
β’ Created reporting templates, built business cases, tracked application readiness, and provided status updates to stakeholders such as CEO, CFO, CMO, and CTO.
β’ Triaged technical API incidents during merger deployment and application decommissioning events.
β’ Tracked issues, security requests, and UAT/SIT testing requirements through dashboards across six workstreams (ex: order management, finance, etc.).
β’ Gathered requirements and built out-enterprise-wide project management tool using design thinking and Agile methodology resulting in four stage rollout plan.
β’ Facilitated working sessions with IT leadership and business SVPs resulting in a training plan for teammates regarding the new portfolio management too.
β’ Created acceptance criteria and KPIs to measure the adoption rate of new enterprise ideation, funding, and benefit realization frameworks.
β’ Conducted competitive research on 503Bs in pharmaceutical compounding to recommend go-to-market opportunities.
β’ Evaluated and analyzed the level of customer-centricity through workshops & surveys in an organization to generate a training plan to improve rates of customer-centricity.
β’ Generated marketing and sales leads online and in person in order to lease apartments & workspaces.
β’ Managed professional networking events and speaker series to develop the firmβs global start-up community.
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