Jose Tafla, Project Manager in Phoenix, United States
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Jose Tafla

Verified Expert  in Project Management

Project Manager

Location
Phoenix, United States
Toptal Member Since
November 12, 2021

Jose has been a technical project management professional for 20+ years and started his career as a software engineer. He has managed programs and projects for American Express, Honeywell, PNC, and BNY Mellon. Jose leverages his unique ability to speak the language of business and technology to build alignment and deliver solutions that produce results through the innovative use of technology. He is also a PMI-certified PMP, Ceritified Scrum Master, and Certified Agile Leader.

Project Highlights

Reach
Managed multiple product enhancements and reduced manual overhead by 75% and data duplication by 50%.
Engage
Led a large, multidisciplinary team to migrate the corporate CRM platform from Siebel to Salesforce.
Digital Self-service
Established a recurring biweekly deployment process.

Expertise

Work Experience

Senior Scrum Master

2021 - 2022
Genesis Financial Solutions
  • Joined the company as a temporary scrum master and, through my accomplishments and due to all the improvements I made, was converted to a full-time employee after just a few months.
  • Reorganized an unstructured and poor-performing team, coaching the members in agile principles and values, and in less than one year, more than doubled their throughput and almost reduced the number of defects in half.
  • Took over a high-performing Kanban team and switched their framework to Scrum, improving their predictability and expanding their sense of teamwork.
  • Helped form the corporate Agile center of practice, collaborating with other scrum masters to leverage everyone's individual best practices across the organization.
  • Hired three highly skilled and proficient senior scrum masters.

Technical Project Manager

2020 - 2021
American Express
  • Managed delivery on the Salesforce platform by a scrum team.
  • Assisted with enhancing the platform by adding new functionality, converting from Salesforce Classic to Lightning, and redesigning and improving business processes.
  • Served as a member of the governance committee, evaluating all changes and assessing their impact on the platform.

Senior IT Project Management Specialist

2019 - 2019
Honeywell
  • Led a global business agility project targeted at adjusting corporate applications for compliance with data privacy regulations.
  • Sifted through thousands of applications, determined the regulations in scope for each, and laid out a master plan for implementing the necessary updates.
  • Managed all the integration tracks of a Salesforce migration and consolidation project. Collaborated with the scrum master to define the product roadmap and enhance the product team's performance.

Agile Delivery Manager

2017 - 2019
Scientific Technologies Corp
  • Led cloud migration projects for multiple customers: provided status reports; managed product teams; and addressed scope, time, cost, and quality constraints.
  • Managed continuous improvement and delivery by three product teams with four to five members each by coordinating communication and effort among product owners, development teams, and DevOps.
  • Prioritized efforts with the DevOps team to expedite delivery by all product teams and keep customer environments functioning per SLAs.

Project Manager

2017 - 2017
PNC
  • Served as a project management consultant in strategic projects, ranging from application development to business process improvement.
  • Served as the scrum master for a 12-member product team.
  • Managed several multimillion-dollar projects for the asset management group targeted at meeting new compliance regulations and optimizing existing business processes.
  • Created and maintained detailed project plans and schedules and managed delivery in light of the baselines. Fast-tracked projects as needed and whenever feasible.
  • Mentored other scrum masters and project managers.

Application Manager

2010 - 2016
BNY Mellon
  • Collaborated with geographically dispersed stakeholders and managed on-site and offshore resources, including delivery by vendors.
  • Managed teams totaling up to 100 members and budgets of $20 million+.
  • Structured product teams to follow Agile methodologies and served as scrum master for four product teams.
  • Served as the program manager to migrate the enterprise CRM system from Siebel to Salesforce, reducing costs and improving the user experience.
  • Implemented multiple strategic functions to minimize revenue leakage.
  • Automated new workflows and optimized business processes, reducing manual overhead by 75% and data duplication by 50%. I did this while serving as the development lead.
  • Served as the project/portfolio manager, overseeing all strategic projects for a technology business unit, with special attention to goal and benefits definition, resource mix determination, constraint management, and capital and expense budgeting.
  • Built and maintained project plans; created baselines; defined and negotiated the budget for each project; and managed assumptions, issues, and risks.
  • Led the initiative to implement Lean and Agile practices for finance technology while serving as the agile coach.

Professional Services

2001 - 2009
Compuware Corporation
  • Served as a developer and as a program and project manager in strategic projects for multiple clients, from application development to business process improvement.
  • Managed a strategic communications infrastructure and business applications migration project for BBK and Cadence Innovation that enabled a standalone environment separated from other branches and the parent company.
  • Led a strategic program at Red Hat targeted at redesigning the product, pricing, quoting, and entitlement models.
  • Worked as a scrum master at Red Hat for a geographically dispersed product team.
  • Defined the strategy and migrated a complex HR legacy system to a new platform at Chrysler.
  • Redesigned the financial reporting subsystem of supplemental tracking for Chrysler, reducing execution time by 99%.
  • Reengineered business processes and optimized workflows for Chrysler, which reduced manual overhead, enhanced the user experience, and increased the value delivered to the business.

Reach

Managed multiple product enhancements and reduced manual overhead by 75% and data duplication by 50%.

Key Activities
• Collaborated with geographically dispersed stakeholders and managed on-site and offshore resources, including delivery by the vendors.
• Structured the product team to follow Agile methodologies while serving as their scrum master.
• Implemented multiple strategic functions to minimize revenue leakage.
• Automated new workflows and optimized business processes.

MerchantForce

Identified and removed bottlenecks, thus improving velocity by 40% without compromising on quality.

Managed a Scrum team to deliver a project on the Salesforce platform. The enhancements ranged from adapting to new global and regional regulations, converting from Salesforce Classic to Lightning, and redesigning and improving business processes.

Supplemental Tracking

Redesigned a financial reporting application, reducing execution time by 99%. Reengineered business processes and optimized workflows, reducing manual overhead, enhancing the user experience, and increasing the value delivered to the business.

Defined the strategy and migrated a complex HR and payroll system from its legacy platform to a modern one. This included redesigning business processes, improving workflow automation, and leading three teams of four to five engineers on each.

Engage

Led a large, multidisciplinary team to migrate the corporate CRM platform from Siebel to Salesforce.

Managed 100+ team members (developers, testers, and business analysts) located around the world to migrate the CRM tool from the legacy Siebel platform to Salesforce. This included directing the integration and data conversion swim lanes and overseeing the implementation of all the business processes.

Digital Self-service

Established a recurring biweekly deployment process.

Managed the delivery of the mobile and web development teams in the digital self-service technology area. Worked closely with the lead architect, technology leaders, and senior engineers to design the best possible solution to address business needs.
1979 - 1983

Bachelor's Degree in Electrical Engineering

Mackenzie Presbyterian University - São Paulo, Brazil

NOVEMBER 2018 - PRESENT

Certified Agile Leader (CAL)

Scrum Alliance

JULY 2011 - JULY 2023

Certified Scrum Master

Scrum Alliance

JUNE 2006 - JUNE 2025

Project Management Professional (PMP)

Project Management Institute (PMI)

Collaboration That Works

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