Patricia Kelley
Verified Expert in Project Management
Project Manager
Trish is a certified project manager and scrum master with over 20 years of experience in IT. Her focus areas include health insurance, fintech, mobile app development, legal services, and big data. Trish has worked in both co-located and remote teams delivering large and small IT projects for startup companies to Fortune 500 enterprises. Proficient in both Agile and Waterfall, Trish enjoys the diversity of experience working as a freelance.
Project Highlights
Expertise
Work Experience
Contract Enterprise Agile Coach
CommonSpirit Health
- Prepared and presented all Agile and Scrum training.
- Conducted coaching and mentoring for individual teams.
- Assisted with building an internal Agile transformation website that not only supported teams and leadership after training but identified the vision and mission for the agile transformation at the company.
Contract Scrum Master
Nike
- Joined the team as scrum master initially. Because they didn't have a product owner, worked with the team to accomplish the product owner's duties.
- Worked with the scrum master team to streamline Jira workflows so that the teams could report meaningful metrics.
- Collaborated with the team to coordinate work amongst several teams that had dependencies with the core engineering team.
- Set up and ran the scrum of scrums for the teams in our department.
Scrum Master
Epiq
- Joined the team as a scrum master—at a time when they were failing to complete any work in a sprint—and transformed the team into Kanban. The team went from completing no items to completing 22 items per week.
- Conducted several user story workshops to teach product owners how to write a good user story—improving the teams' ability to understand and complete the work by 25%.
- Held user story mapping exercises that enabled the team to understand the vision of what the client wanted, avoiding wasted effort and rework.
- Coached product owners on prioritization, user story writing, and keeping up the backlog.
- Implemented processes for tech debt and performance testing, which improved the quality of the product by 30%.
- Implemented metrics for the teams, allowing them to see their results over time, and encouraging them to experiment and innovate.
Scrum Master — Retail
Nike
- Served as a scrum master for four development teams, two mobile apps teams (Swift), and two platform service teams (AWS and DynamoDB).
- Implemented "innovation" time in each sprint resulting in three projects being selected to complete and implement.
- Piloted a metrics program allowing management to make informed decisions about resourcing and workload.
- Participated in initial SAFe program increment planning for commerce in the cloud teams.
- Held user story workshops across multiple teams in retail experience and retail commerce departments.
- Led story mapping for several major retail initiatives with multiple team participation, allowing the teams to complete the work in 20% less time with 50% fewer errors.
- Piloted team health checks using an iterative process that was expanded to the entire retail organization allowing management to easily identify consistent impediments to the team's ability to complete work quickly.
- Facilitated agreements between two teams that were having challenges that got them working together and collaborating successfully.
- Received the retail department's MVP award for "Do the Right Thing" in August 2018.
- Received the retail department's team MVP award for "We Win as a Team" in August 2018.
Agile Project Manager
D&H (formerly Harland Financial Solutions)
- Joined the team as an agile project manager, then became an acting scrum master in addition to being the project manager for a new scrum team.
- Coached three development teams (approximately 25-30 team members) to adopt the Scrum framework.
- Coached the PMO office (consisting of 8-10 project managers), resulting in two ACP-certified project managers.
- Managed an agile project to develop a new product that generated more than $2 million in revenue in the first six months.
- Managed a strategic reinvestment program converting the team from waterfall to scrum methodology—allowing the team to progress from delivering an average of 20% late consistently to delivering with a variance of 2%.
- Led the team that developed all operational guidelines and templates for project management in a scrum framework.
Founder
Patricia Kelley Consulting
- Worked with a startup company that was struggling to keep its momentum and assisted it in adopting an agile framework that allowed them to focus and continue their forward progress.
- Acted as a project management consultant and created schedules for product launch activities for several startup companies.
- Facilitated strategic planning and creating a portfolio of projects for a women’s entrepreneurial network startup.
Vice President of Project Management
WhoZaGood, Inc.
- Created and maintained presentations used to obtain company funding.
- Revised and enhanced the company ProForma, the private placement memorandum, and the business plan.
- Facilitated the creation and maintenance of strategic planning documents.
- Managed the "Being Successful Online" product launch, consisting of the creation and presentation of the proposal to company strategic advisors, all project planning, budget management, and resource acquisition including contract management.
- Participated in strategic alliance meetings with potential partners.
Senior Project Manager
Regence BlueCross BlueShield — Health Insurance
- Coordinated the implementation of multiple computer systems across multiple platforms in four states in a single weekend implementation window—resulting in minimal impact on the company’s ability to adjudicate national claims.
- Oversaw the scope, budget, schedules, communication, risk, and integration of mandated software from an outside entity that needed coordination with multiple projects and business entities located in separate states and methods (agile/waterfall).
- Mentored a cross-functional technical group located in multiple states into a team able to implement complex and minimally documented multi-platform software within severe time constraints.
- Functioned as QA/testing support and testing subject matter expert, mentoring other project managers in creating best practices for the process. Included configuring, training, and mentoring in the use of Rational ClearQuest.
- Worked with stakeholders to cancel the project to implement a package on an “add on” subsystem after due diligence demonstrated it would not satisfy the success criteria saving over $100,000.
- Managed the project to implement Rational (now IBM) products. This included managing the installation, configuration, testing, and training of 50+ initial users and coordinating the work performed by the vendor's resources.
Project Manager
Regence BlueCross BlueShield — Health Insurance
- Managed a mandated security project requiring interviews and responses to security inquiries from the government; also implemented an automated solution that allowed the early completion (one week) with the highest quality of product ever produced.
- Implemented two configuration management software packages across four plans in four states with four separate IT departments on multiple machine configurations for both mainframe and client server environments.
- Evaluated physical safeguards for the HIPPA project; created the scope, change management, and communication plans. Also acted as a business analyst by conducting interviews with department heads assessing compliance gaps and recommending solutions.
- Took over the failing implementation of a service request system; completed the design, managed it through project completion, and successfully trained teams in the use of the system in four states.
Lead Systems Analyst
Regence BlueCross BlueShield — Health Insurance
- Led the Y2K remediation effort for several systems (both the mainframe and client-server). This included crafting a solution, identifying the remediation process, and managing team members (Cobol, Microfocus, Visual Basic, Oracle).
- Designed software and led the project to develop a disease-based case management system from ideation through the implementation that in the first year of pilot use saved the company in excess of $1 million (Oracle, Visual Basic).
- Analyzed requirements, designed solutions, and led the integration with existing systems of national association software that enable all plans to communicate directly and coordinate the processing of claims across state boundaries.
- Managed the support for the "Wisdom" medical management system including interfaces to two claims systems a membership system with reporting and daily batch cycles for 50+ end-users (Visual Basic, Clipper, dBase).
- Spearheaded the enhancement project that created the first product offered by the company that could be sold in all four affiliate states with a single methodology and a single physician’s panel.
- Led the team that implemented the upgrade to the COTS-purchased package for case management processing or requiring interfaces to be developed with two upstream systems and three downstream systems as well as developing custom reports and training.
Senior Programmer Analyst
Blue Cross Blue Shield of Oregon
- Spearheaded projects to enhance mainframe claims adjudication system to allow alternative codes to be used for claims processing which included leading a team of nine people.
- Added functionality to the mainframe claims system to process PPO claims; also acted as both the analyst and developer.
- Led teams as a subject matter expert on enhancements to interface with a third-party Rx system.
- Designed and coded enhancements to modify the method used for calculating and reporting member co-insurance on the mainframe claims adjudication system.
- Oversaw the project to complete the primary interface between the mainframe claims system and the Interplan teleprocessing system mandated by the Blue Cross association.
- Led the project to integrate the claims adjudication system with a new third-party membership system.
Project History
Nike Expert Sessions
https://www.behance.net/gallery/75954183/Nike-Expert-Sessions-Booking-PlatformFacilitated teams that created the capability for customers to book 60-minute sessions with Nike experts for personalized access to products, guidance, and motivation.
Mandated Governmental Updates to Mortgage Origination Software
Launched and managed several releases to upgrade our mortgage origination software to meet mandated standards by the government agency: the Consumer Financial Protection Board.
Project Challenges:
• Unclear and changing requirements
• Team members that were new to the product
• An initial product that would not build in a production environment
I am incredibly proud of my team, who learned scrum, the production environment, and the software, and maintained good relationships with each other, and set an example of how to do scrum in the company.
The nature of the mandated changes required some extensive redesign of the system to meet the established requirements. The changes also affected multiple teams, which required a good deal of coordination and conversation to complete the work. At one point, the project was six months behind schedule, and it managed to catch up and release on time. I later employed several methods to catch up by adding resources, reducing scope, and working overtime.
Nike "Reserve" and "Lockers" Capabilities
Coached and mentored the team that created the mobile app for the back-of-house store employee for the Reserve and Lockers capabilities
The team was being rebuilt at the time so few of the team members knew the mobile app they were adding capabilities to. My contribution was to find support and assistance for them and to remove impediments they came across such as lack of data. The team adapted quickly and helped each other. I was able to overcome the instability of the team and complete the work in time for the big release in the Melrose store. During this time the team had several conflicts with the UX design team. To fix this, I met individually with each team and then combined the two teams in a working agreement session to help each team understand the challenges they faced and build a healthy working relationship with each other. When working with the UX team, I employed lightning decision jam techniques to help them understand what their challenges were and how they could improve them.
I won the MVP "Do the Right Thing" award in the retail department for my work on this project.
Upgrades and Customization to Class Action Claim Facilitation Software for a Client
Facilitated completion of several customization upgrades to the class-action claim facilitation product for a client's specific needs.
This team weathered many challenges, from losing three different product owners to a turnover in developers. They experienced a lack of involvement from their stakeholders and a wall between them and the client. No one outside the team attended sprint reviews and we were forbidden from recording them. One by one, I worked with the team to develop innovative ways to overcome their challenges. I also gave several user story workshops, trained the product owners in story mapping, and worked with management to switch team members until we had a good mix that we were able to perform together. The team is now successfully executing Scrumban and delivering software that the customer is happy with, going from zero items completed to an average of 15+ per week consistently.
Disease-based Case Management System Design and Development
Led the project and designed the software product to be used for disease-based case management.
I worked with stakeholders to develop a system that tracked the data for pregnancies and sent information to all mothers based on a survey and set high risk mothers up for additional case management. This product was so successful (saved more than $1 million in the pilot) that the company decided to expand their reach from pregnancy to congested heart failure, diabetes, and asthma. My team of ten people designed and developed a solution that was customizable for each different type of case and allowed the nurses who were setting up the case managment to tailor the survey questionnaires and response triggers for each type of case. This system was developed in Visual Basic with an Oracle back end.
ITS—BlueSquared Mandated Upgrade
Launched and managed the ITS—BlueSquared upgrade for a Blue Cross Blue Shield company.
My main responsibilities were to manage all of the BlueSquared changes and various pieces of the ITS process. My teams worked in four states with three different mainframes. In order to satisfy the requirements partner testing had to be conducted with two additional (partner) BlueCross plans. Because I was an expert in the mainframe software, I was also an SME for those changes. Installation of the changes took about a week to complete and required extreme coordination within the plans to avoid creating issues in the production environment as we were completing the work.
I experienced many challenges including part-time resources that took a vacation over the installation weekend. I and my fellow PMs scheduled everything to the 15-minute increment and had online chats for the duration of installation to keep in touch with everyone.
Mandated Security Project for a Health Insurance Plan
Launched and managed the security survey project for a health insurance company.
This was not the highest priority project for most of the team and we got behind and had several rounds of do-overs for the submissions. The temp we received who was going to manually key the answers was also a skilled developer who came to me and proposed that he code a process that would take the answer from the mainframe form and reformat and put it into the access database. I agreed to let him try it out and as a result, this project was completed a week early (for the first time ever) with the greatest accuracy ever and the sponsor was very happy.
Medical Pre-authorization and Case Management Software Upgrade
Managed a team of over 75 people that tested and implemented software that was developed in a partnership with another company along with overseeing the contract execution.
The contract called for 75 nurses to do the user acceptance testing, in addition to training the nurses in the product capabilities. I also provided training to the nurses on the team on how to effectively test software. The software supplier was ultimately unable to provide the working software and conversion support within the timeframe in the contract so the contract and the project were canceled.
Certifications
Distinguished Toastmaster
Toastmasters International
Certified SAFe Agilist
Scaled Agile
PMI-ACP — Agile Certified Practitioner
Project Management Institute
Certified ScrumMaster® (CSM®)
Scrum Alliance
PMP — Project Management Professional
Project Management Institute
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