Penny Quirk

· Ms. Quirk, was responsible for the creation, maintenance, and expansion of the Records Management Program

· Ms. Quirk was instrumental in developing Records Management training for the DAI staff. The training is for re-fresher courses as well as new incoming team members.

· Ms. Quirk was responsible for developing and maintaining the agency records retention schedule. This schedule is updated annually via a directive from DLA/Records Management.

· Ms. Quirk was responsible for identifying, classification of the content of the T/drive 50,500 records cleansed.

· Ms. Quirk is responsible for created the filing system (T/drive) to mirror the record retention system.

· Ms. Quirk was responsible for identifying specific RM principles and guidelines to better the RM program.

· Ms. Quirk was responsible for establishing the Records Management program to mirror DLA Records Management program by ensuring proper governance, directives, federal requirements, and NARA requirements are met.

· Ms. Quirk was responsible for the management of long-term storage of business records. The long-term storage is DACS-RM (see tools).

· Ms. Quirk was responsible for the management of Records Management Program maturity status. This consists of ensuring the Records Management program continues to move forward in development, comprehensive, and stability.

· Ms. Quirk was responsible for the creation of new tools (via Microsoft registry tools) to aid in the development of the Records Management program.

· Ms. Quirk is responsible for the creation, coordination, and publishing of the DAI Quarterly Newsletter (GuidePost)

· Ms. Quirk was responsible for the development, and presentation of monthly Lunch & Learns. Topics cover a wide array of RM and Informational sessions.

· Ms. Quirk was responsible for ensuring changes to the record retention schedule is incorporated into the Oracle code for aging and purging Time & Labor attachments.

· Ms. Quirk was responsible for managing and scheduling Lunch & Learns from other teams (other than Records Mgt. i.e. Cybersecurity)

· Ms. Quirk was responsible for the management of 5 specialized department’s records retention outside of the consolidated version currently in place.

· Ms. Quirk led effective and diverse teams with various skill levels and technology knowledge to create and execute effective, efficient records and information management solutions.

· Ms. Quirk is a consultant and subject matter expert for data management, data migration, business process mapping, development of use cases, user stories, imaging, data and content management associated with business information, established EIM programs for customers while demonstrating project management skills that included scope management, time management, quality management, resource management, risk management, and communications management.

· Ms. Quirk led and managed complex projects hired and trained individuals within the team and for the client. Customers included:

o DAI Agency 2016-2021

o The Office of the President,

o American Fidelity,

o Wells Fargo,

o Mass Mutual,

o Statoil North America,

o CUNA Mutual Group,

o Calix,

o SCE (Southern California Edison),

o Lydian Investment Bank,

o Southern Star Pipeline Company,

o Steelcase,

o General Motors.

· Ms. Quirk provided clients’ strategic technology and data solutions.

· Ms. Quirk generated sales opportunities, pre-sales client interactions, RFP responses, and closed sales opportunities.

· Ms. Quirk provided automated records management solutions and the project management documentation for client engagements.

· Ms. Quirk was responsible for installation, implementation and deployment of EMC products, and services to customers.

· Ms. Quirk designed and developed a comprehensive RFP data base reducing the vendor selection process by 45% for a major communication manufacturer and computer service companies.

· Ms. Quirk conducted the close out process for CEI engagements and maintained the lessons learned database; directed updates or enhancements to tools if required, and conducted the final review with key stakeholders, executive sponsors, and internal team leads.

· Ms. Quirk developed and conducted EMC Documentum Software Training

· Ms. Quirk was a Principal Consultant, contributed to designing new software features for “warehouse management,” increasing annual sales and product upgrades by 60%.

· Ms. Quirk performed software analysis, IT infrastructure architecture, software installation, software troubleshooting, software training, RFP response writing, and internal training of staff in new software technology, business development, and professional development.

· Ms. Quirk established and provided strategic business analysis and continuous improvement methodologies.

· Ms. Quirk was part of the Executive Management team, interacted with customers at various levels and varying degrees of the software deployment lifecycle.

· Ms. Quirk ensured consistent project management processes, developed content for newsletter articles, developed RIM websites and logos, and created a schedule for awareness activities.

· Ms. Quirk developed and implemented project metrics, project status reports, and presentations.

· Ms. Quirk worked with customers to plan deployment of an automated records management system and records and information management program by incorporating corporate policy and identifying specific requirements to ensure the deployment plan exceeded the customer need.

· Ms. Quirk developed and deployed the “InSight” software to be marketed and sold internationally and provided standardized records management principles in 20 states and 8 countries for a large accounting firm.

· Ms. Quirk wrote the InSight Software training manual, conducted software training for customers; and wrote and deployed LiveLink (OpenText) software manual and training.