Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Highly motivated, competitive, and driven for continuous improvement.
Overview
12
12
years of professional experience
Work History
PMO Acquistion Lead - EPC & Engineered Products
WIKA Instrument LP
08.2023 - Current
Works with Project Managers (PMs) in the acquisition and execution of project business.
Leads, coaches, trains and supervises multiple; inside sales, project managers, and document control specialists to ensure the successful initiation, planning, execution, monitoring, controlling, compliance, and closure of a project.
Works with the Manager of Project Business to draft new and improve existing project management office policies and processes.
Identifies potential risks and collaborates with other department leaders to prioritize project orders, eliminate roadblocks, expedite orders and minimize uncertainty.
Oversees the development of sales proposals and project orders to ensure that team members are carrying out their tasks timely and efficiently while upholding the company's processes and policies.
Monitors the input of sales quotations and orders into the ERP system.
Communicates with the PI and EPC Field Sales teams to create effective business acquisition strategies.
Analyzes engineering drawings, sketches, specifications, and related data to determine design factors such as size, shape, type of arrangement of parts and sub-assemblies. Assists with the redlining of drawings for approval and coordinates with CAD
Performs the Contract Review for technical and commercial content and requests the necessary internal approvals from management, legal, accounting, and finance before proposal submittal and order entry.
Expedites quotes and/or orders through the group and provides/requests approvals as is required.
Reviews product design(s) for compliance with company standards, customer contract requirements, and related specifications to establish sales order requirements, and recommends changes when necessary
Owns and manages the project documentation files including, worksheets and forms related to the project between departments such as CAD, Manufacturing, Documentation, Quality, and Planning
Shares project specifications and provides sales order requirements to CAD technicians and other departments including, design, inspection, vendor data, and any other pertinent requirements
Examines project records - product files, related documents, and correspondence, for accuracy
Conducts performance management activities including performance evaluations, corrective action, discipline, termination, and individual development planning: holds the team accountable to WIKA’s performance standards
Coordinates the communication between the PMO team and the customer(s) to relay document submittal, material deliveries, and inspection dates, based on knowledge of production and delivery schedules of product
Project Manager I ~ III
WIKA Instrument LP
07.2017 - 08.2023
Interpret engineering drawings and technical specifications from EPC design packages and select the WIKA product equivalents to best meet those specifications including product models, construction materials, media compatibility, and certification and/or inspection requirements.
Work directly with the engineers at EPC firms / End Users to develop solutions for special RFQ technical requirements (eg special wetted materials, compatibility with caustic or toxic media, and other special design requirements)
Prepare complete bid packages, design requirements in Excel and Word including product descriptions, pricing, product availability, datasheets, certificates & other documentation as needed
Create part numbers, prepare “maintenance and operating procedure” documentation, and coordinate inspection/testing certificates for awarded orders
Select and facilitate outside vendors for services such as crate packaging, material inspections, and 3rd-party certifications
Maintain competitor product-crossover files from information that can be taken from design specifications and identify the competitor’s standard products and features vs WIKA standard features
Report monthly sales & quote data
Create and Maintain Standard Work documentation
Evaluate Change Requests (CRs), process through approvals, work with CR originators to identify the correct stakeholders and tasks needed to implement the change(s) and administer the approved CR through the process of Change Notification (CN), driving each CN through to on-time completion.
Determine product costing based on material, labor, tooling, overhead and other investment costs.
Determine product design & Gayesco-WIKA best practices and support cadd team in design development.
Read& interpret Reactor General Arrangement, Internal Tray Manufacturing Drawings, Furnace Drawings, and Plot plans.
Approval for all Engineered Drawings / Customer Packages.
Act as a liaison between Sales, Marketing, Manufacturing, Procurement, Quality, Field Service and other internal departments
Works directly with customers by phone, email or video conference.
Utilize market knowledge and customer feedback to help drive new product development.
Interpret customer supplied drawings and technical specifications.
Understand customers’ applications, Licensor's, End User Specifications
Coordinate Quality, Engineering, and other affected departments to resolve complex RMA issues where project management is justified as determined by the Engineering department manager
Ensure all interactions with the customer internally or externally are professional and positive.
Utilize Change Management (CM) tools to manage and track CRs and CNs.
Coordinate internal resources and third parties/vendors for the flawless execution of projects
Ensure that all projects are delivered on-time, within scope and within budget
Developing project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility
Ensure resource availability and allocation
Develop a detailed project plan to track progress
Use appropriate verification techniques to manage changes in project scope, schedule and costs
Measure project performance using appropriate systems, tools and techniques
Report and escalate to management as needed
Manage the relationship with the client and all stakeholders
Perform risk management to minimize project risks
Establish and maintain relationships with third parties/vendors
Create and maintain comprehensive project documentation / Data Books
Design-Drafter I ~ III
WIKA Instrument LP
02.2012 - 07.2017
Expert in all CAD systems, responsible for mentoring Designer-Drafter I & II peers
Designing includes: General Arrangement Drawings / WIre Diagrams, Furnace & Reactor General Arrangement Drawings, and Thermocouple Support Frames.