Bryan Bates, Project Manager in Calgary, AB, Canada
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Bryan Bates

Verified Expert  in Project Management

Project Manager

Location
Calgary, AB, Canada
Toptal Member Since
March 10, 2021

Bryan is a tenacious people leader and coach with experience in energy, technology, construction, and professional services. He is skilled in simplifying technical topics to build understanding and influence stakeholders. A straightforward, calm, and concise communicator, Bryan uses facts and frameworks to tie concepts together. He's intensely curious about innovatively applying technology to solve internal and external customer pain points, while reducing the cost of execution.

Project Highlights

Timekeeping/Payroll System
Led a small, multi-disciplinary team to deliver a custom, mobile-app-based timekeeping and payroll solution in a matter of weeks.
Production Data Gathering
Created a complete digital production data solution in a week for a small construction company, operating far from home.
Application Integrations
Integrated several third-party applications to share data with a custom-built project/process management application.

Expertise

Work Experience

Power Platform Developer | Product Lead

2023 - PRESENT
Outdoor Living Supply
  • Assessed needs with stakeholders and architected a mobile app solution for inspecting over 30 store locations to enable the organization to focus on key improvements to its customer experience.
  • Delivered a working prototype within a few weeks and converted this to an accepted production solution shortly after.
  • Created a 2-way connection between the app and the company's data warehouse (Microsoft Fabric) to sync information from NetSuite into Microsoft Power BI reports.
  • Included enterprise-level security features in the solution that aligned with the company's policies.

Project Management Consultant

2018 - PRESENT
Cogitact Management Consulting
  • Coached a construction company by reimagining and implementing a custom mobile app-based timekeeping and payroll solution. Reduced payroll processing time from days to minutes, making it easier for the staff to execute.
  • Delivered project visibility and analytics using Microsoft Power Platform mobile technology for a company with project sites located 600 km away from the office. Provided real-time access to production information and paperless forms.
  • Developed a firm-specific project process and data-tracking assets for a first-time prime contractor engaged in a significant powerline construction project to help them deliver within the contracted milestones and budget.
  • Implemented Agile methodology and governance to engage an entire law firm in its business model transformation, resulting in increased transparency and buy-in, plus an acceleration of the anticipated timeline.
  • Built and implemented an equipment maintenance software solution in roughly two weeks, allowing a company to manage repairs and upkeep remotely or in the shop without relying on paper records. Enabled them to understand data trends.
  • Integrated HubSpot and Autotask for a growing managed services provider, relieving their team from duplicated entries, facilitating new sales insights, and increasing information transparency within the company.

Automation Specialist

2022 - 2022
Simplyclose, Real Estate Law
  • Implemented several Microsoft Azure and Power Platform-based integrations to share key data between the law firm's applications and replace an expensive software package. Connected the applications using REST and SOAP-based APIs.
  • Envisioned and constructed a custom application to give them instant visibility on the status and progression of their projects. Developed the application incrementally and delivered results starting within the first week.
  • Consulted frequently with the founder and team to understand his vision and their needs and based the product feature roadmap on items that generated the most impact quickly.
  • Recommended and utilized a solution platform that emphasized privacy and security while facilitating the speedy implementation of their desired functionality.

Startup Process and Operations Lead

2022 - 2022
Confidential Company
  • Joined a startup company in the health and beauty space to develop appropriate operational processes and team engagement practices as they began their journey to launch new hardware and software products.
  • Consulted on the business structure and revenue model to assist the founder in gaining additional funding for the product launch.
  • Conducted market size and customer persona research to supplement existing market fit tests and focus the product development.
  • Guided the team in creating a roadmap of key activities and building momentum toward the product launch.

Project Manager

2021 - 2022
CBV Collection Services
  • Led the migration of a mission-critical SAP BI system for a financial services company from an older, buggy system to an updated, stable, and properly governed one. Coordinated efforts cross-functionally and with an external vendor.
  • Facilitated the diagnosis and resolution of long-standing data reliability and stability issues with the overall business intelligence solution, dramatically reducing the frequency and severity of reported issues.
  • Crafted governance recommendations aimed at bringing the legacy system into a manageable state and setting it up for additional user capabilities.

VP of Operations | Branch Manager | Project Manager

2003 - 2017
Can-Am Geomatics
  • Led the development of four novel geomatics technology products to the market, leading to an additional $1 million in revenue in the first year.
  • Drafted and presented a business case for a significant investment in new geomatics technology, followed by implementation and training. This led to a 30% boost to staff productivity and the average process timeline improved by five days.
  • Envisioned an internal geographic information system to catalog and search regional spatial data that was otherwise non-existent, leading to a 3-5% cost reduction for customer work.
  • Acquired an existing geomatics company and managed the full integration into the existing firm. Generated successively record revenue for the branch in the years following the acquisition and grew that branch to the largest in the company.

Timekeeping/Payroll System

Led a small, multi-disciplinary team to deliver a custom, mobile-app-based timekeeping and payroll solution in a matter of weeks.

The customer needed a replacement for obsolete manual and paper-based processes for tracking work and paying staff. Off-the-shelf solutions did not meet enough needs for the business, so we investigated a custom solution.

We commenced with an exploration of the current process and identification of specific improvements with a new process. Recommended a Microsoft 365-based solution due to straightforward technical requirements, good integration, and delivery speed.

Delivered an MVP at the end of two weeks, adjusted slightly, and was ready to release the solution widely at the end of the third sprint. The solution took a timekeeping and payroll process measured in days. It was reduced to a matter of minutes, saving the company significant time while reducing data entry errors. Front-line staff commented on how the mobile app made it easy and intuitive to submit their data.

Production Data Gathering

Created a complete digital production data solution in a week for a small construction company, operating far from home.

The customer needed an automated and painless way to gather production data for a project located far from the home office. The solution needed to work on mobile devices and feed internal billing and operational processes. Bryan delivered a simple and speedy solution by integrating PowerApps, PowerBI, and Microsoft Teams to provide near real-time production data with less operator effort than previous solutions. The solution enabled the customer to track discrepancies with their customer and have visibility on production data they did not previously enjoy.

Application Integrations

Integrated several third-party applications to share data with a custom-built project/process management application.

I assessed a small law firm's needs to connect diverse applications, reduce data double-entry, and organize their workloads and document management. I also implemented several Microsoft Azure/Power Platform-based integrations to share key data between applications and eliminate repetitive steps in their process. In addition, I envisioned and constructed a custom application for their internal use that gives them instant visibility on the status of their projects, what needs to happen next, and thoughtful reminders to keep jobs on track. Their team is now ready to tackle increased workload without increased headcount.

Clearing and Construction Project Management

Led a small team to successfully deliver on a $20+ million power line clearing and construction project, on time, on budget, and on quality.

A small, informal contractor landed a significant project that put them in the position of prime contractor for the first time. Bryan was brought in to manage the project, manage the contract with the project owner, and ensure the financial performance of the project. The project was complex in that the owner was a large, formal, risk-averse company, and the contractor operated with flexibility and informality as key strengths. Bryan frequently bridged communications and practices to give the contractor team as much flexibility as possible while ensuring the owner's needs for risk reduction and information were met. The project was delivered within contracted milestones and was financially successful for the contractor. Many of the process assets and practices continue to be used by the contractor to this day.

Agile Transformation

Coached a professional services firm to drive its own transformation through agile practices.

The founder of a boutique regulatory law firm had a compelling vision of the future state of her firm but was unclear about how to implement the changes and where to start. After a short discovery process, I recommended an adaptation of Scrum principles to collaboratively engage the whole team on solving the set of unclear problems related to the transformation. After a short introduction to agile practices, I coached the internal team for several months to decompose and focus on key deliverables, which immediately provided value to the organization. The team accelerated their progress on transformative activities and enjoyed greater transparency and task accountability using lightweight tools.

Acquisition Integration

Successfully managed the integration of another company, and then grew the new branch to record revenue levels.

After acquiring an existing geomatics business in a new region, I managed the transition and integration of this new branch into the rest of the company. This included a complete changeover of all back-office systems, a substantial technology upgrade, and devolution of unnecessary legacy systems. This was accomplished without disruption to customer work. The acquired branch grew to successive record levels of revenue in the following years, to become the largest branch within the company.
2016 - 2018

Master of Business Administration (MBA) in Business

Smith School of Business at Queen's University - Kingston, Ontario, Canada

1992 - 1998

Bachelor's Degree in Geomatics Engineering

University of Calgary - Calgary, Alberta, Canada

SEPTEMBER 2022 - PRESENT

Professional Scrum Master (PSM)

Scrum.org

OCTOBER 2021 - PRESENT

AWS Certified Cloud Practitioner

Amazon Web Services

OCTOBER 2021 - PRESENT

Power Platform Functional Consultant Associate

Microsoft

JANUARY 2021 - PRESENT

Digital Product Management Specialization

UVA Darden

DECEMBER 2020 - PRESENT

Microsoft Dynamics 365 Fundamentals (MB-901)

Microsoft

FEBRUARY 2019 - PRESENT

Project Management Professional (PMP)

Project Management Institute (PMI)

Tools

Office 365, Excel 365, Microsoft Power Apps, Sage 50, Microsoft Project, Microsoft Dynamics, Microsoft Power BI, Jira, Trello, Logging, Amazon Elastic Container Registry (ECR), Amazon Elastic Container Service (Amazon ECS), Amazon CloudWatch, AWS Management Console, AWS IAM, Asana, Wrike, Project Management & Work Tracking Tools, HubSpot, SAP Business Intelligence (BI), NetSuite

Platforms

Microsoft Power Automate, Enterprise Resource Planning (ERP), SharePoint, SharePoint 2013, Amazon Web Services (AWS), Amazon EC2, AWS Elastic Beanstalk, Monday.com, Microsoft Fabric

Paradigms

Agile, Scrum, Management, Agile Project Management, Implementation Project Management, Change Management, Kanban, Lean, Design Thinking, Agile UX, UX Design, Requirements Analysis, Acceptance Testing, User Acceptance Testing (UAT)

Industry Expertise

Business Technology, Construction, Civil Works, Hydro Power

Other

Projects, Agile Coaching, Leadership, Teamwork, Engineering, Microsoft, Georeferencing, Team Leadership, Change Leadership, Engineering Management, Project Management, Contract, Project Planning, People Management, Project Management Professional (PMP), Project Delivery, Project Management & Delivery, Project Lifecycle, Project Scheduling, Consulting, Client Management, Client Delivery Management, Low Code, Microsoft Office, Operations, IT Project Management, IT Projects, Project Services, Hypothesis Testing, Microsoft Teams, Microsoft Flow, Scrum Coaching, Geographic Information Systems, Execution, Project Reporting, Platform as a Service (PaaS), Business Analysis, Integration, Information Technology, PMI, Cross-functional Team Leadership, Cross-functional Collaboration, Scrum Master, Hybrid Project Management, Requirements, Scheduling, Scheduling Tools, Quality Management, Automation, Digital Project Management, Process Improvement, Business Process Improvement (BPI), IT Consulting, Distributed Team Management, Project Scoping, Minimum Viable Product (MVP), User Requirements, User Stories, Mobile Apps, Sprint Planning, User Experience (UX), User Interface (UI), Software Development, JotForm, App Integration, Process Improvement Project Management, Data Integration, Lean Startups, Product Management, Product Analytics, UX Analysis, IT Strategy, Mobile UX Design, Senior Executive Management, Contract Management, Technical Project Management, Mergers & Acquisitions (M&A), Post-merger Integration, Data Migration, Database Migration, Program Management, Software Design, Lean UX, Microsoft AI, Amazon S3 (AWS S3), Amazon Route 53, Amazon RDS, Amazon DynamoDB, AWS Lambda, AWS Cost Explorer, Cloud9, Amazon EFS, Risk Analysis, Cost Control, Software Development Lifecycle (SDLC), Schedule Optimization, Quality Control (QC), Quality Assurance (QA), Quality Auditing, Quality Improvement, Test Planning, QA Testing, Agile Transformation, APIs, Feature Backlog Prioritization, Product Roadmaps, SAP BusinessObjects (BO), Backlog Grooming, Planning, Sprints, Product Discovery, Project Evaluation, Microsoft Azure, Filevine, Web Applications, API Applications, Discovery Workshops, Business Requirements, Business Management, Customer Service, Recruiting, Management Consulting, Team Management, Software Implementation, Data Management, Project Estimation, Workflow Tools, COO, Chief Operations Officer (COO), Startups, Automation Tools, Task Scheduling, Legal Technology (Legaltech), Teams, Coda, IT Operations Management (ITOM), Scrum Product Owner, System Integration, Budgeting, Business Process Automation, Process Documentation, Document Processing, Chatbots, Autotask, Process Automation, Digital Transformation, System Requirements, Business Intelligence (BI), Microsoft Dataverse, Data Flows, Data Analytics

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