Preeti Smith
Franklin,TN
Summary
Strategic Technology Portfolio Delivery Leader with over 16 years of experience in managing multimillion-dollar digital product portfolios. Expertise in enhancing customer experience through agile methodologies and program management principles. Proven ability to align business and technology strategies to deliver measurable business value. Certified Change Practitioner focused on optimizing workflows and fostering team development through effective communication and continuous improvement.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Director, Portfolio Delivery
Optum Technology
Nashville, USA
2020.09 - Current
- Oversee the implementation of our organization's technology portfolio valued at $75M, including capital and operational programs comprised of multi-year software and platform modernization initiatives.
- Streamlined project management methodologies and communication, leveraging traditional and agile principles, are increasing efficiency by 90%.
- Provide accurate reporting on portfolio status year over year for 20 or more teams, stakeholders, and sponsors, encompassing budget actuals and projections, timelines, and resource planning.
- Perform formal and informal coaching and mentorship to over 50 team members in portfolio management and technology delivery best practices.
- Collaborate with the client and internal executive leadership to optimize IT investment governance capabilities by implementing innovative solutions to improve processes, starting from intake, triaging, prioritization, planning, execution, and deployment/release management.
Program Implementations Manager
naviHealth
Nashville, USA
2019.10 - 2020.09
- Company Overview: Led 5 major Medicare and Retirement Health Plan implementations from both an operational and technological perspective
- Responsible for planning and managing internal/external customer-facing programs by balancing scope, time and quality to deliver customer requirements and satisfaction
- Worked extensively with customer Executive Leadership, Clinical Leadership, Program Management, and Technical teams to ensure timely implementation of naviHealth products and services
- Developed a best-in-class implementation approach from the ground up inclusive of agile development, feedback loops, training and education procedures, communication planning, and market-roll outs
- Contributed to the set-up of a new Enterprise Project Management office including strategic road-mapping, large scale capacity planning, project planning standards and tools, communication methodologies, and governance
- Led 5 major Medicare and Retirement Health Plan implementations from both an operational and technological perspective
PMO Director
Mosaic Consulting Group
Nashville, USA
2018.01 - 2019.08
- Managed a $20 million portfolio of diverse and complex projects and programs, ensuring strict adherence to scope, budget, and schedule.
- Led and supervised a team of project and program managers to ensure objectives were met and aligned with the overall corporate strategy.
- Increased financial performance by spearheading customer satisfaction and expansion efforts that led to an additional $3 million in revenue within one year.
- Improved customer satisfaction over a one-year period through leadership and training that directly increased NPS by 15%, while reducing customer credits for service delivery issues by 75%.
- Reduced over-budget and out-of-scope projects by over 90% in less than one year.
- Redesigned the financial forecasting model for Professional Services initiatives, allowing for improved actuals vs. Forecast variance ranges from 20% to 5%.
IT PMO Team Lead
Williamson Medical Center
Franklin, USA
2015.02 - 2017.04
- Company Overview: Managed a portfolio of complex programs spanning multiple lines of business
- Provided leadership for project managers during the entirety of their project lifecycles, motivating team members to meet stakeholder goals and adhere to project schedule, budget, and scope
- Reported to executive team on key project and program metrics to ensure the overall programs were aligned and directly supported the health system’s strategic roadmap
- Effectively implemented lean processes, procedures, tools, and escalation paths that supported successful project delivery
- Prepared budget estimates, developed standard project plans, provided steering and coaching to project managers during execution phases, and led lessons-learned workshops to ensure future application of critical knowledge gained during project lifecycle
- Managed a portfolio of complex programs spanning multiple lines of business
- Pioneered transformational initiatives targeting cost, scope and schedule risk control in an environment previously lacking in effective project governance
- Served as driving force behind the development of standard implementation processes for enterprise-sized software applications, leading to high-level of system adoption and internal client satisfaction
- Developed a standard Communication Management plan for project stakeholders, including executive dashboards, project status reports, issue management, and budget approval procedures
- Propelled innovative and game-changing RFP/Vendor Analysis procedures, assisting in proactive gap analysis for future system needs
- Promoted from Sr Project Manager to Program Manager within 6 months
Senior Project Manager / Team Lead
Underwriters Laboratory
Franklin, USA
2011.02 - 2014.12
Project Manager
CENTENE
Austin, USA
2008.06 - 2011.01
Education
Bachelor of Arts - Psychology
University of Tennessee
Knoxville, TNCertified Change Practitioner -
PROSCI
Skills
- Systems implementation
- Prosci Certified Change Practitioner
- Agile methodologies
- Financial planning and management
- Strategic planning
- Mentorship and coaching
- Project and program lifecycle management
- Process optimization
Certification
Certified Change Practitioner, PROSCI
Technical Acumen
- Project Management Tools: Rally, AHA!, PPM Optics, Clarizen, OpenAir, Asana, Wrike, MS Project, Monday
- CRMs: Salesforce, HubSpot
- Other: Meditech, AllScripts, UltiPro, ServiceNow, Practice Fusion, SmartSheet, MS Office Suite, Power BI
Professional Acumen
- Executive Summaries and Presentations
- Prosci Certified Change Practitioner
- Portfolio Execution Management
- Employee Experience & Talent Development
- Agile Methodologies (LeSS, SAFe, Scrum, Kanban)
- PMBOK Foundations
- Lean Process Improvement
- Customer Experience
- Transformation & Change Management
Timeline
Director, Portfolio Delivery
Optum Technology
2020.09 - Current
Program Implementations Manager
naviHealth
2019.10 - 2020.09
PMO Director
Mosaic Consulting Group
2018.01 - 2019.08
IT PMO Team Lead
Williamson Medical Center
2015.02 - 2017.04
Senior Project Manager / Team Lead
Underwriters Laboratory
2011.02 - 2014.12
Project Manager
CENTENE
2008.06 - 2011.01
Bachelor of Arts - Psychology
University of Tennessee
Certified Change Practitioner -
PROSCI