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Desirae Schneider

A Project
Management
Portfolio

TABLE OF CONTENTS

1.
2.
3.
4.
5.
6.
7.

Personal Message
Strengths
Program Experience
Demo Equipment Management Project
Sales and Operations Planning Project
Digital Pricebook and Playbook Project
Closing

PERSONAL MESSAGE

In the past two years, not only have I managed many large scale
events and projects simultaneously, I also assisted in creating the
department I lead from scratch.
I believe many of my successes have derived from my ability to
manage people as strongly (or more so) as I manage projects.
Leadership and team building are essential aspects to project
management success. I am comfortable collaborating with colleagues
of all levels, and am not afraid to dig into the dialogue in order to
establish what the true vision is for a project.

I believe I can assist FanDuel establish the Project Management


position (and ultimately department) they need. My ability to handle
stress, develop relationships, communicate clear directive, implement
positive change, and stay self motivated should make me an easy
choice.
This portfolio is a small snapshot into a few of my project success
stories.
Thank you,
Desirae

HIGHLIGHTED STRENGTHS

TEAM BUILDING
Creating harmony among multiple personalities
Cross department/ cross functional synchronization
Identifying team strengths, growing weaknesses
SCOPE MANAGEMENT
Defending against scope creep
Creating clear goals down to individual basis
Setting milestones
LEADERSHIP
Growing team and company trust
Intentionality and follow through - "Do what you say
youre going to do"
Empower others
COMMUNICATION
Clear, confident written and verbal communication to
team, stakeholders, vendors, and customers
Comfortable public speaker

PROGRAM EXPERIENCE

Project Management Programs:


SharePoint
Clarizen
Microsoft Project

CRM:
base
ZOHO
Salesforce
EXTRAS:
ERP: SAP
Flowchart: Visio
Adobe
Photoshop

PROJECT SUCCESS STORY 1

DEMO EQUIPMENT
MANAGEMENT PROGRAM
Departments Effected/Involved: Sales, Sales Support,
Marketing, Marketing Communications, Applications,
Service, Customer Support

SUCCESS STORY: Demo Management Program


Manual Tracking (if that)
Unprofessionel Look
Lack of stimulated sales

BEFORE

AFTER

Developed software for ordering


Crates designed and created
Metrics to prove actual sales

For a Biotechnology company 80% of new business is


stimulated from a customer evaluation or
demonstration of the equipment.

SUCCESS STORY: Demo Management Program

100% overview
of capital
equipment fleet

Routine quality
check
Survey for continuous
improvements

Ability to
future
schedule
Visibility

Utilization

Performance

Representation

Custom
Sartorius
crates

SUCCESS STORY: Demo Management Program

Sales and Marketing Success


Stories : 1.15 Million sale
alongside our Marketing Director

Customer A

Customer C

Customer B

SUCCESS STORY: Demo Management Program

HIGH LEVEL SUMMARY


SCOPE: Create an organized Demo program that allows asset tracking,
easier ordering to eliminate Sales Reps wasting sale time, and a metrics
system to track sales stimulated off of the demonstration program.

BACKGROUND: Company did not properly track where assets were


throughout North America. This meant assets (equipment) were not
fully utilized despite the company investment, and would often have to
eat the cost of lost/ written off assets. Equipment (ranging $15K to
200K a piece) was being stored in garages, vehicles, and individual
storage units. Additionally, Sales Reps and Marketing Directors were
renting trucks and driving units to customers for demonstration.
SUCCESS: I lead the project team that successfully created a software
program which allowed for asset tracking, proper scheduling, and
worked directly with a logistics company. This allowed us to fully utilize
all of the equipment., as well as eliminate the waste of a the Sales and
Marketing time moving equipment themselves. We created two
warehouse hubs that held all of the equipment. We also found a
vendor to work with us to create crates for all equipment. This
eliminated damages while also creating a more professional image in
front of the customer.

PROJECT SUCCESS STORY 2

SALES AND OPERATIONS


PLANNING PROJECT
Departments Effected/Involved: Sales, Sales Support,
Operations, Customer Support

SUCCESS STORY: S&OP Project

SCOPE: Create a planning project that


would assist in establishing more
stable forecasting with our customers,
and therefore allow for more valuable
production planning.

Reoccurring
business orders

SUCCESS STORY: S&OP Project

More Visibility
Sales Pipeline
Customer Ordering Process / Patterns
Production
Level Load the Demand of Consumables
POs on a longer horizon
Production Planning
Notify production of pipeline
Future order planning

SUCCESS STORY: S&OP Project

Customer Demand Planning:


Large peaks and valleys in
production of consumables
(single use goods).
Customers placing large POs,
wanting short lead times
Product portfolio and
ordering history
Create a strategy for
customers to place POs on
longer horizons

SUCCESS STORY: S&OP Project

CRM SYSTEM IMPLEMENTATION


Created More Visibility of the Pipeline
Deals
Stages
Product Group
Quantity
Value
Forecasting
Estimated Closing Dates
Win Likelihood

SUCCESS STORY: S&OP Project

HIGH LEVEL SUMMARY


SCOPE: Create a planning project that would assist in establishing
more stable forecasting with our customers, and therefore allow for
more valuable production planning.

BACKGROUND: Company never had a CRM or any active demand


planning. Manufacturing was unable to keep up with the highs and
lows of ordering. Lead times went from 4-6 weeks to 20-25 weeks
for a single consumable.
SUCCESS: I lead a project team that successfully brought on a CRM
system that is now used for Sales, Marketing Campaigns , Lead
Management, and Customer Forecasting. Part of the team lead an
account targeting initiative that worked with specific high volume
customers. Another group worked on enhancing reporting tools
taking what originally was a total of ten individual reports and
turning it into one user friendly report. From there we were able to
communicate actual forecasting and blank POs for production. We
have been able to reduce lead times again .

PROJECT SUCCESS STORY 3

DIGITAL PLAYBOOK AND


PRICEBOOK
Departments Effected/Involved: Sales, Sales Support,
Marketing, Marketing Communications, In House
Support, Engineering Team

SUCCESS STORY: Digital Playbook and Pricebook

SCOPE: Create a tool(s)


that allows better
communication of
processes and pricelists
for the Marketing
Directors and Sales Force.

We realized that what we needed was two different digital


platforms which would maximize the best possible
communication approach. So the Pricebook and Playbook
were born.

SUCCESS STORY: Digital Playbook and Pricebook

The company has five different product marketing


departments, which had six different product lines. That
means they had six different pricing lists/structures.
Pricing was passed around on spreadsheets and emails.
This made it hard for the growing sales force, and
marketing teams, to collaborate and make wise pricing
decisions.

Not only did we work with the marketing directors to create the
best structure, we made it user friendly. Digital platform is now
available on an app for every Sales Reps iPhone.

SUCCESS STORY: Digital Playbook and Pricebook

We also created a playbook which helped with:


Whos Who (who does what, their department, their contact info
Processes within the company
Documents/Files (Including link to Pricebook)
Current Demo Fleet (Created after Demo Program Launched)
Marketing Directors' Initiatives
Whats Up: Upcoming Campaigns, Trade Shows, etc

SUCCESS STORY: Digital Playbook and Pricebook

HIGH LEVEL SUMMARY


SCOPE: Create a tool(s) that allows better communication of
processes and price lists for the Marketing Directors and Sales Force.
BACKGROUND: Company had massive growth in a short amount of
time. This took them from a mom and pop type feel to
corporation without processes or proper ways to communicate
across an ever growing company.
SUCCESS: I created a digital Pricebook that took all marketing
department pricing and combined them into a comprehensive,
smart, clean look. This allowed better control and wiser
communication for the field. Additionally, I created a digital
Playbook that listed proper processes, who was who in the
company, where you go for what, links to documents/files, and so
on. As simple as it sounds it was a lot of work, across a lot of
departments to have one place to go for everything you need.

CLOSING

These are just a few, generally summarized,


projects I have been able to successfully
complete. I look forward to creating success
along side you.
Desirae Schneider
schneider.desirae@gmail.com
631-605-5273

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