Plan and Manage Projects and Product Launches

• Managed a project for a new business process, including the initial creation of the project plan and critical path, and the management of the strategy and planning stages of the project.
• Managed and led the strategic direction of smart card product development for Bank of Montreal, creating market strategies and business models for new products in six distinct market segments.
• Created the implementation strategy and directed a Bank of Montreal smart card initiative to implement a smart card loyalty, ticketing and e-cash project at a large destination ski resort.

Develop Market Analysis, Requirements Documentation and Business Cases to Support Product Development

• Managed a large-scale business case process and created a cohesive and integrated business case that encompassed all key project elements for government migration to smart card technology.
• Prepared business case templates for each area of a large government project and consolidated data in a master project business case.
• Developed detailed business and preliminary technical requirements as a precursor to the development of a secure website.
• Developed website layout, interoperability logic and usability screens.
• Managed the creation and execution of an in-depth client survey. Subsequently analysed the results and drafted a summary analysis paper.
• Developed detailed business case model in support of BMO's entrée to vertical market segments. Prepared core assumptions, scenarios and sensitivity analysis to support products.

Assess, Select, Negotiate and Manage Key Relationships with Suppliers

• Developed a technology supplier RFI, leading to the selection of a strategic alliance partner for Bank of Montreal.
• Negotiated a strategic alliance with BMO's first closed system smart card technology provider.
• Managed internal and external supplier relationships pertinent to Bank of Montreal's closed system smart card product line including point of sale, peripheral devices and smart cards.

Manage and Lead Cross-Functional/Consortium Teams

• Developed industry policy while leading a team of key officials from Visa, MasterCard and American Express credit card issuers.
• Managed Canada's security architecture standards team and represented Canada on an ISO international smart card committee (ISO/TC68/SC6/WG7, ISO 10202, Secure Architecture of Smart Cards)
• Authored two comprehensive business case-related Cabinet Submissions while managing a team of key officials from a number of government departments and ministries.