My Portfolio

Marketing Funnel with an Integrated Software Development for New and Existing Clients

Summary: Design a workflow to receive and process new project client requests from new and existing clients.

Role: Business Project Manager and Workflow Designer

Duration: 1-2 months

Key Achievements:

Coordinated a team of marketing, PM lead, and finance.
Successfully website to rece .
Implemented training programs for staff, ensuring smooth transition.

Customer Implementation Plan for ETF Indices

Business objective: To implement seven (7) indexes ordered by clients 1, 2, and 3 within four (4) weeks. Each client with unique off-the-shelf on out-the-shelf criteria.

Technology objective: To deliver the index methodology and data in the backend of the delivery terminal or through API. This will depend on the technical compatibilities and requirements of each client.

Role: Project Manager - Developing backlogs, sprint boards, holding scrum meetings, client communication/interactions, and ensuring overall project delivery.

Duration: 1-4 weeks

Team: 3 members

Proposals:

Collaborate using Asana as the primary work management software and Slack as an internal communication tool. These tools will help track overall progress, issues, solutions, and progress resource allocation.
Utilize a communication plan for specific purposes for internal and external stakeholders.
Ensure a client communication plan. Each project phase has a required communication itinerary including client sign-offs on different milestone deliveries through email confirmations. In case of escalation, an executive will mediate and will be copied/or notified of the status or progress in the conversation.

Asana Project Template - Sample of Work.pdf

Asana Project Portfolio Management System Implementation

Summary: The project was to spearhead the development of an Asana -based project portfolio management system tailored to the company's needs. The goal was to create a centralized platform that could efficiently manage multiple projects, facilitate seamless workflow transitions, and enhance collaboration across departments. It was also integrated with Jira and confluence to include management with cross-functional teams.

Role: Project Manager and Workflow Designer

Duration: 1–2 months planning. Implementation 1 month. Monitoring 6 months.

Team: 3 members

Key Achievements:

Customized Workflow Design: Developed a customized workflow within Asana to accommodate the unique processes of different projects, ensuring a smooth transition from initiation to completion.
Integration with Existing Tools: Successfully integrated the Asana system with existing company tools and software, providing a unified interface for project management tasks.
Training and Adoption: Conducted comprehensive training sessions for staff, resulting in a high adoption rate and proficient use of the new system across the company.
Increased Efficiency: The new system led to a 25% increase in project delivery efficiency, with improved tracking and reporting capabilities.
Enhanced Collaboration: Facilitated better communication and collaboration among team members, which was reflected in a 30% reduction in project-related emails and meetings.
Scalability: Designed the system with scalability in mind, allowing for easy addition of new projects and teams as the company grows.

But wait, there's more...

Page updated

Google Sites

Report abuse