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Saturday, May 18




Initiate and Deliver Large Technology Projects to Market

  • Recommended solutions and developed detailed technology requirements to improved fraud incident detection and resolution in consulting engagement at Interac Association.
  • On behalf of BMO, directed major smart card project launch, project budget of $8M & 18 FTE. Achieved international industry recognition for speed and effectiveness of launch. Prepared processes and reporting structures to manage project scope, timeline and financial impacts.
  • Directed the implementation of desktop software to BMO call centre environment. Represented business interests and decisions on project team. Accountable for project costs ($12MM) and benefits ($34MM).

Manage/Facilitate Joint Ventures, including Governance Structure & Agreements

  • Provided business analysis and product evaluation consulting services to Interac Association.
  • Represented BMO on smart card consortium Board of Directors and lead business group. Negotiated key business terms and oversaw partnership agreements with Canadian banks, American Express and key vendors.
  • BMO representative in a variety of Industry Association Committees including MasterCard, Interac, CPA, Smart Card Forum.

Manage Relations with Technology Vendors, including Vendor Assessment, Business Terms & Agreements

  • Managed internal and external technology vendors in consulting engagements with Government of Ontario.
  • Managed vendor review and selection in consulting engagements Interac Association and Mondex Canada smart card pilot.
  • Represented BMO in partnership and vendor agreements in Exact card project, including software, cards and system operations.
  • Successfully introduced a common Bank Internet technology platform - led a vendor assessment, Request for Proposal & relationship development with Internet vendors. Worked with Bank executives and technology vendors to resolve security and technical issues, which led to BMO became the first to launch Internet banking in Canada.
  • Represent BMO business interests in call centre technology management with internal systems group and external vendors.