Phillip Schultz

phil@pssm.com / (520) 485-9499

INFORMATION TECHNOLOGY DIRECTOR APPLICATION DEVELOPMENT

Results-driven IT professional with expertise envisioning and leading technology-based, multi-million dollar revenue and growth initiatives grounded solidly on business and economic value.  Impressive, fast track management career marked by demonstrated ability to build peak-performing teams and achieve cross-functional business objectives.  Valued member of senior executive teams, contributing to seasoned, broad-based perspective to create pragmatic IT strategies and implementation plans designed for maximum return at the lowest possible costs.

Core areas of expertise include:

       Outsourcing / Off-shoring

       Program & Project Management

       IT Strategy & Execution

       Time & Resource Optimization

       Corporate Mission Fulfillment

 

       Enterprise IT Systems

       Mergers & Acquisitions

       Supply-Chain Integration

       Process Improvement

       Information Architecture

       Organizational Design & Restructuring

       Team Building & Leadership

       New Product & Technology Launch

       Profit and Loss Management

       Vendor & Contract Negotiations

Selected value-offered highlights:

       Realize maximum value and return on IT investments: Managed development and implementation of Order Entry system for use with new trading floor at Chicago Board of Trade, reducing order turnaround time by 50%, resulting in improved, more efficient order flow, which increased fee revenues.  Designed, developed, and implemented an integrated voice and data network, planning for future capabilities, yielding on average a 1 to 1.5 million dollar savings each year.

       Driving force for enhancements to IT services, processes, and organization effectiveness: apply deep insight and best practices gleaned from multi-billion dollar, industry-leading corporations in manufacturing and distribution, printing & publishing, retail / merchandising, telecommunications, insurance, library, criminal justice and financial services industries.

 

PROFESSIONAL EXPERIENCE

 

P.S.S. Management Consultants, Chicago, Illinois                                                                        6/2002-present

Self-owned technology management consulting company.

 

Sr. Management Consultant

AT&T                                                                                                                                                   5/2013 – 12/2014

Served as Project Manager at Amdocs, contracting through KellyMitchell

Responsible for managing various software development & implementation projects for the AT&T Mobility & Home Solutions organization. 

·         Projects included various projects including IP Usage Billing for U-Verse, IR94 Video Calling, Automated XBM (Exchange By Mail) Credits, and International Travel Companion App.

·         Well-versed in

o    IT-UP (a modified version of RUP / Rational Unified Process)

o    PRISM (a Kintana-based process management tool adopted from Cingular cellular after the merger with that company)

o    the One AT&T CR tool

o    other proprietary AT&T Project Management tools

 

AT&T                                                                                                                                                     3/2010 – 9/2012

Served as Project Manager for AT&T’s Business Network Solutions – I.T. Project Management Office

Responsible for managing various software development & implementation projects for the AT&T BNS-IT organization. 

·         Projects included various releases of Uverse, including Uverse Field Operations.

 

 

 

Responsibilities included:

 

Meeting facilitation

·         Facilitated reviews of Business  Requirements documents

·         Facilitated reviews of Test Plans to ensure testing would be accomplished in support of the project scope and defined features

·         Facilitated Weekly Project Status review meetings with representatives from all functional teams for monitoring project progress (planned vs. actual) to ensure project remained on schedule

 

Project Control

·         Identified action items and risks, ensuring timely assignment and completion necessary to maintain project timeline

·         Provided direction and set priorities to deliver plans, budget, and project deliverables, and resolved day-to-day project team issues

·         Managed and tracked project risks and assessed and prioritized issues by mitigating solutions and/or resources to minimize, monitor and control impact to project scope expectations

 

Change Management

·         Utilized change management and change control processes to ensure any changes to project scope were controlled and coordinated to minimize increase to project cost, disruption to effective utilization of resources, and progress with implementing the project scope

·         Facilitated Change Request (CR) discussions/meetings to determine CR scope, budget and schedule impact(s)

 

Status Reporting

·         Reviewed team member’s status reports and prepared project reports for management and client

·         Represented the project in senior level meetings and disseminated relevant information to the team

·         Reported project status to business owners and impacted stakeholders

 

Freelance Consulting on Financial Systems                                                                               4/2008 – 12/2009

Responsible for directing and managing various tasks throughout Systems Development Life Cycle (using RUP, Rational Unified Process) from Requirements Definition to Project Planning, Risk Assessment, Release Management, Project Management, Software Quality Assurance, Analysis and Design, Development, Test and  Deployment for various financial systems, including a Cost & Schedule Risk Assessment for British Petroleum for the I.T. portion of a trading floor deployment.

 

AT&T                                                                                                                                                      1/2007 - 3/2008

Served as Project Manager for AT&T’s Network Software Solutions Project Management Office

Responsible for managing various software development & implementation projects for the AT&T Network Software Solutions organization.  Projects included merger initiatives between classic AT&T, SBC, BellSouth and Cingular.

 

Responsibilities included:

·         Managing single projects or groups of related projects from initiation to full implementation

·         Functionally managing 22-state multi-million dollar project planned for 2 years to deploy a single solution for global craft access system control

·         Developing project scope, plan, schedule

·         Establishing project teams and managing across organizational and vendor boundaries to achieve success

·         Developing, modifying and executing company project(s) that affect immediate operations and may have network wide or company wide affect

·         Working on issues where analysis of situations or data requires in depth knowledge of the network or operating environment and supporting dependencies

·         Establishing adherence to budgets, schedule, work plans and performance requirements

 

Proprietary Securities Trading System                                                                                       6/2002 - 12/2006

Responsible for directing and managing various tasks from requirements definition to project planning, and through to system implementation for a proprietary securities trading system that enabled a global membership of institutional investors, securities dealers, and other securities trading systems to electronically exchange offers to buy and sell virtually all types of securities.  Assembled a team of QA, Database, and Development professionals to design and build a trading system based on ASP .NET web-based technology.

 

CHICAGO BOARD OF TRADE, Chicago, Illinois                                                                      4/1992 - 6/2002

The world’s oldest derivatives (futures and futures-options) exchange with more than 3,600 members trading 47 different futures and options products.  2001 annual trading volume of more than 260 million contracts.

Sr. Director / Vice President, Information Technology

Responsible for directing and managing various projects from requirements definition to project planning, and through to system implementation.   Additional responsibilities included change management, systems integration design, and preparing and managing multi-million dollar project budgets.

·         Introduced Kintana process management tool for entering project requests and tracking project progress, streamlining and better controlling project management and change management processes.

·         Developed and directed corporate-wide Program Management Office, overseeing a total staff of 350 I.T. professionals, building a duplicate redundant data center with a complete test environment.  Also outsourced software remediation to CBSI in India.  Detailed requirements for the remediation were drawn up by 14 individual departments at the CBOT.  Achieved uninterrupted operations at the Year 2000 turnover.  Also managed cross-exchange Y2K coordination efforts, achieving 28 man months of work in 14 months.

·         Managed development and implementation of a PC-based cash derivatives electronic trading system in partnership with Prebon Yamane of New Jersey and Market Data Corp. of Connecticut, achieving production implementation a month ahead of plan, and within budget.

·         Managed development and implementation of Sun/PC based Order Entry system for use with new trading floor constructed for the trading of financial products, reducing order turnaround time by 50%, resulting in improved, more efficient order flow, which increased fee revenues.

·         Investigated new products and technologies for use in CBOT systems

·         Defined the strategic direction of the overall Technology Architecture Plan, which mapped directly to the exchange’s business strategy

·         Directed development efforts for Order Entry Into The Pit, a $10+ million dollar effort to develop a client/server front-end to a Tandem-based order routing system, for use on the new trading floor, which opened in February 1997.

·         Directed development project to equip the trading floors with wireless hand-held trade entry devices.  This was a joint venture between the Chicago Board of Trade and the Chicago Mercantile Exchange.  Outsourced software development to Santa Monica, California.  Outsourced hardware development to Seiko Corporation in Japan.  Outsourced scientific research to SRI International, in San Jose, California.

 

P.S.S. Management Consultants, Chicago, Illinois                                                                         1/1988-4/1992

Self-owned technology management consulting company.

Chief Architect / Senior Technical Manager, Advisor To Ameritech Information Systems

Technical Architect, Detroit & Milwaukee County Criminal Justice System

·         Managed software vendor and platform study selection program.

Chief Architect, Ohio Integrated Library Information Systems

·         Designed a leading-edge system with the "Vision" of the Library of the future as the requirements spelled out in the Request For Proposal by the Board of Regents.

Chief Architect and Designer, Indiana University and Purdue University at Indianapolis

·         Designed IU/PUI’s “Library of the Future”.

-          This entailed a Requirements Overview and a Conceptual Design for the future needs of the entire library and its total environment for which he received a letter of commendation for outstanding design efforts and unique architecture.

Chief Architect and Designer at Great Lakes Steel

·         Designed a Fiber Optic network using state-of-the-art Technical Architecture for which he received a letter of commendation for resourceful planning and design, from mainframe down to terminal clusters in the six mill locations.


 

EDUCATION & CREDENTIALS

 

AT&T, 2010-2011:

IT Unified Process and Tools Overview                          Using IT UP Learning Resources

One AT&T Change Request Tool                                    Accurate Time Reporting

SRT-RM ReqPro for PMs & Doc Authors                      Overview of SRT at AT&T

 

AT&T, 2007-2008:

Express Overview

Express One Overview

Express Peer Review

High Complexity Work End to End

Express Program Path

Low Complexity Work End to End

Express Program Management Procedure

Small Work End to End

Express Teaming

Table Change Procedure End to End

Panagon for Express

P8 Tutorial

Conflict Management in the Project Management Environment

eWorks for EXPRESS

 

University of Wisconsin, Madison - Masters Certificate, Project Management, 2000-2001:

Project Management for IT                                              Project Teams: Leading, Managing and Facilitating

Mastering Project Management                                       Persuasion and Influence Skills for Project Managers

Managing Subcontracts in Project Management          Estimating and Managing Project Risks

 

PMI (Project Management Institute) #287480

 

PROFESSIONAL ASSOCIATIONS

 

Member Society of Manufacturing Engineers

Member National TCP/IP Committee

Member Project Management Institute

 

PROFESSIONAL ACHIEVEMENTS AND AWARDS

 

1995 Smithsonian Computerworld Award for highest degree of technical excellence in Financial and Banking Industry

 

1996 Smithsonian Computerworld Award for highest degree of technical excellence in Financial and Banking Industry

 

SKILLS

 

Accredited in Project Management with a Masters at University of Wisconsin, Madison. 

Managed several $40 million projects, in some cases simultaneously. 

Managed large groups of people, from 15 to 380 people. 

Adaptable

Proven track record of communicating from CEOs to Boards of Directors

Executive Presentations

Short term and long term business planning

IBM mainframes

SUN hardware

National TCP/IP committee member

Hand held computer technology

System Architecture

Databases

Strategic Outsourcing / Off-shoring

Program & Project Management

Application Development & Implementation

Information Technology Director

Information Technology Strategy & Execution

Software Solution Design

Time & Resource Optimization

Corporate Vision Fulfillment

Enterprise Information Technology Systems

Mergers & Acquisitions

Supply-Chain Integration

Process Improvement

Information Architecture

Organizational Design & Restructuring

Team Building, Motivation & Leadership

New Product & Technology Launch

Profit and Loss Management

Vendor & Contract Negotiations