Industry context
Financial services enterprise with an in-house creative agency supporting digital, print, video, application, and marketing production for multiple internal business lines.
Business problem
The internal agency needed consistent project delivery, workload management, scalable digital/video production processes, technical coordination, workflow modernization, and migration of legacy systems.
Products / platforms owned
Internal creative workflow systems, digital marketing projects, responsive web projects, video production process, application migration work, cloud workflow application implementation, server/application migration.
Tools / technologies
AtTask (Workfront), Excel, Mac, Adobe review server, Xinet file server, Adobe Reivew
Primary users / customers
Internal business clients, creative teams, marketing stakeholders, account managers, designers, developers, production teams, agency leadership.
Primary responsibilities
Project team leadership, workload balancing, delivery quality, technical liaison work, vendor management, contract/scope negotiation, executive reporting, workflow implementation, server/application migration, and production process development.
Key contributions
- Managed a team of tenured project managers.
- Established consistency, workload balancing, best practices, and recognition practices.
- Served as technical liaison for digital marketing, workflow systems, app support, and issue management.
- Managed multi-year server and application migration to a data center.
- Helped implement cloud workflow application with user-centered design guidance and training.
- Established video production process with internal and third-party teams.
Measurable outcomes
- Redesigned Schwab Charitable site (schwabcharitable.com)
- Produced multiple short-format videos with award-winning producers
- Produced numerous instructional animations for schwab.com
- Participated in annual tax-time assistance in local bank offices to assist with front-office deposits, and real-time help.
- Managed up to six full-time and contract project managers
- Drove numerous server upgrades for services like adobe review content management, compliance correspondence review management, xinet fileserver management
- To update: team size, number of projects, migration scope, cost savings, process improvements, workflow adoption, vendor spend.
Original description
- Managing team of tenured project managers focusing on both print and digital creative production for high-performing internal agency. Meeting regularly with project management team leadership to ensure consistency and quality throughout team with regards to best practices, workload balancing, and recognition.
- Establishing a video production process with internal creative team and third-party producers and directors. Leading major engagements with cost/scope negotiation, contract management and invoicing, project management, and communications. Communicating weekly status to key agency leadership on current and upcoming work, key project progress, and issue management.
- Managing key digital marketing projects, including responsive web design, application development, and video production for priority internal clients and stakeholders. Working with account managers, copywriters, copyeditors, art directors, front-end and back-end developers, print fulfillment managers, video production vendors, and clients in some cases. Interface with other department personnel and leadership as needed for publishing projects to production.
- Key technical liaison for department, including tech support, issue management, and workflow product management.
- Managing multi-year server and application migration to data center, including app maintenance, system maintenance, and sunsetting.
- Core member of cloud workflow app implementation, providing user-centered design guidance, user training and product evangelism as well as management and design of product augmentation backend programming.
- Received Schwab Key Contributor Award and Thomas Grasseschi Hero Award in 2014.
Role scope
Led project management operations for a high-performing internal agency. Managed/mentored project managers and served as technical liaison for digital, workflow, application, video, and platform initiatives.
Proof points
This role proves I can lead delivery teams, modernize workflow systems, manage technical change inside a large enterprise, and improve how cross-functional creative and technology teams deliver work.