JM Family Enterprises, Inc.

3K+ AUTOMOTIVE DEALER PARTNERS || FINANCE, SERVICE, LEADERSHIP, SALES, COMPLIANCE & SOFT SKILLS TRAINING || INSTRUCTOR-LED, WEB-BASED, VIRTUAL & BLENDED MODALITIES || 

Challenge: Transform outdated industry terms and word tracks and introduce humanized, customer-centric training-and modernize and diversify delivery modalities.

► Played an important leadership role in launching a subscription-based micro-learning and web based learning solutions, delivering on a corporate vision, and driving $500k+ in annual revenue—developing repositories and libraries.

► Led the pioneering integration of Gen-AI and VR for dynamic customer persona creation—enhancing product presentations and driving the sales of new products/services (e.g., the electric vehicle).

► Orchestrated elite sales training modules —skyrocketing post-training sales by 65%+, achieving a 70% learner retention rate, and marking a 52% MoM growth.

►Transformed the flagship F&I skills ILT—wove in VR simulations, prioritized user needs through insightful queries, and streamlined it to a swift web-based format — slashing delivery time by 60%.

► Proactively supported the product development team in designing dynamic multimedia user manual —
bolstering team competencies and leading to further project requests, notable recognition, and subsequent empowerment training for team members to fortify their autonomy.

► Seamlessly blended an array of multimedia components, from instructive videos to immersive simulations —amplifying the depth and richness of the learning journey.

► Developed and presented a vision for learning solutions to prospective C-level clients—opening eyes and minds, proposing a modern, conversational, and customer-centric approach based on competitor and industry trends.

►Partnered closely with SMEs and clients to develop and deliver new learning solutions, ensuring alignmentwith the agreed-upon vision, and incorporating ideas and feedback during regularly scheduled progress checks.

Learning Experience Architect

Ultimate Software

LEARNING DESIGNER || EMPLOYEE LEARNING TEAM || INSTRUCTOR-LED, WEB-BASED, VIRTUAL & BLENDED LEARNING SOLUTIONS

Challenge: Produce, manage, and edit innovative learning content.

► Consulted with program owners and SMEs to identify learning gaps and content requirements, partnering in the development of learning objectives, performance outcomes, and evaluation strategies.

Learning Designer

Forest Bounty LLC

WEB-BASED INSTRUCTIONAL MATERIALS - LOCAL & INTERNATIONAL CLIENTS ||  TRAINING SOLUTIONS FOR POST SECONDARY EDUCATION, HEALTH, CONSTRUCTION, & SALES||

Challenge: Provide instructional design consulting services and build a clientele.

► Built an independent consulting business based on referrals, creating learning solutions for a variety of industries including post-secondary education, healthcare, construction, and hospitality.

► Designed and developed an onboarding training program for an architectural consulting firm, utilizing videos and interactive techniques, and branching scenarios to create engaging and audience-specific content.

►Created online instructional material, eLearning/video storyboards, product
demonstrations/simulations, study guides, scripts, as well as modules for new hires as an
integral part of the onboarding process.

►Provided consulting support to the SMEs in integrating instructional technology in the
design of online courses.

►Provided planning, designing, developing, documenting and evaluation during the
development of new instructor led and online courses.

►Updated outdated courses to contain interactions and engaging layouts with click-to-reveal,
video and slider interactions.

►Evaluated quality, effectiveness and success of online training programs.

► Performed gamification of courses to create better and more exciting courses.

Instructional Designer & E-Learning Developer

Engineering, Old Dominion University

Designed and developed quality advanced interactive education software modules, and elearning programs based on sound adult learning pedagogy and instructional design
practice, for self-study, distance learning, and instructor-led training in multiple delivery
formats.

►Conducted needs assessments and facilitated design sessions with various stakeholders and
SMEs.

►Designed, developed and implemented software training module incorporating
walkthroughs, videos, screencasts and user performance testing using Camtasia and Adobe
Creative Cloud.

►Performed requirements gathering, requirement analysis, and wrote functional specification
documents.

►Participated in regular walkthroughs and review meetings with clients.

►Designed storyboards and and online learning modalities, aligned with course objectives,
using authoring, video editing & design tools such as Flash, 3DS Max, Power Point and
Camtasia.

►Designed & developed e-learning programs to be used in the University's learning
management system (LMS).

►Implemented and evaluated effectiveness of learning solutions.

►Documented user change requests and communicated with users frequently to discuss
impact of change requests and confirmed project priorities throughout development
process.

►Collaborated with SMEs to identify and update course content, graphic images and audio
components.

Instructional Designer & Developer

Designed and developed an inventory management and record keeping database using MS
Access. Designed, developed and implemented software training module incorporating
walkthroughs, videos, screencasts and user performance testing using Camtasia and Adobe
Creative Cloud.

►Performed requirements gathering, requirement analysis, and wrote functional specification
documents.

►Conducted JAD sessions to develop and agree upon a system design that focused on the
users business requirements.

►Participated in regular walkthroughs and review meetings with clients

Database Developer & Instructional Designer

►Assisted project manager through coordinating software development projects from inception to completion.

►Assisted Project Manager with daily duties and review meetings with clients. 

►Created and communicated project status reports to the project manager.

►Developed, maintained & analyzed performance data, and interpreted the insights to the project manager for practical improvements.

►Identified, analyzed and prioritized project risks, and communicated with project manager for developing mitigation strategies.

►Created and updated meeting minutes. 

►Acted as point of contact for clients, and liaison between key stakeholders while keeping in close contact with key project members and decision makers. 

►Employed JAD technique for rapid software development.

►Used interviews and surveys to collect client requirements.

►Reviewed the efficiency and effectiveness of service delivery, and created test cases.

Project Coordinator

Learning Experience Architect @ JM Family | End-to-End Learning Solutions | Global Transformation

With over 10 years of experience in learning design, curriculum development, and multimedia production, I am passionate about creating visually compelling and interactive learning experiences that engage audiences.

I actively gather requirements from subject matter experts (SMEs) to define learning needs, establish consensus on objectives that align with learner outcomes, and swiftly deliver impactful results by implementing programs with agile project management.

Skilled in translating complex technical information into simplified concepts that resonate with diverse audiences. Passionate about incorporating innovative technologies like AI, AR, and generative models to modernize learning modalities and experiences. 

Notable achievements include spearheading digital transformation initiatives, designing subscription-based training products, and boosting sales and revenue through high-impact learning solutions. Excited to bring hands-on experience designing and delivering training in virtual, web-based, and blended formats to reimagining learning.

Pooja Bais

Southeast Toyota Finance

Senior Project Manager

Project Manager

Stay Healthy Zone

Senior Consultant

Vice President of Program Management and Client Services

• Collaborate with C-suite to make decisions for operational activities and strategic goals
• Plan and monitor the day-to-day activities to ensure smooth progress
• Evaluate efficiency of business procedures according to objectives and apply improvements
• Oversee customer support practices and make improvements to increase customer satisfaction
• Manage relationships with external partners/vendors

Director Of Operations

Nutrio

• Responsible for planning, leading, and delivering agile software development programs and projects for numerous brands and their health and wellness platforms to their more than 7+ million subscribers. 
• Lead agile project manager for the design, integration, development, QA, User Acceptance Testing (UAT), and deployment and launch of nutritional and fitness platforms and integrations.
• Successfully lead numerous cross-functional teams and oversee all software development projects, with focus on streamlining the user experience, increasing customer delight, engagement, and adoption.
• Lead user story creation, backlog prioritization, weekly sprint planning, and backlog refinement activities via JIRA and Foxly. 
• Work closely with engineering and product teams on design decisions, defining solutions to technical challenges.
• Proactive identification, mitigation and management of issues, risks, and change requests.
• Manage defect mitigation communication for projects which include supervising and monitoring all the findings during QA & UAT and collaborating to determine severity, priority, and course of action (include in current sprint or add to backlog, etc.) 
• Conduct retrospectives, document, and share lessons learned. 
• Create and deliver presentations, SOWs, status reports for internal team, client upper management, and stakeholders. 
• Collaborate with team to maintain the product roadmap with focus on strategic feature enhancements to advance our competitive advantage.
• Ensure program goals, project outcomes, and feature designs align with client and internal business strategies and product roadmaps. 
• Introduced an effective project scope and objective definition process, increasing clarity and decreasing misunderstandings and the costs that go along with them.
• Led competitive analysis, selection, and implementation of key applications resulting in expedited timeframes, cost savings, increased collaboration, and transparency.

Director Project Management

PwC Experience Center

BGT Partners (now PwC) 
• Responsible for driving complex, high priority projects and phases of larger programs. 
• Led and coordinated cross-functional, cross-departmental teams from project initiation to closure. 
• Senior project manager for numerous accounts such as ADT, JM Family (JM&A Group, DataScan - Inspect My Ride), Kaplan University & FPL. 
• Specifically chosen to lead and revive at-risk projects.
• Developed the implementation plan and helped lead the creation of the project management office (PMO).
• Company best practices knowledge resource for team members.

eDiets.com

• Senior level client manager for eDiets.com business-to-business enterprise client relations. 
• Primary point of contact and daily interaction with key decision makers, including Fortune 100 executives. 
• Supervised numerous, simultaneous client accounts on their strategic website and ecommerce health & wellness campaigns for: pharmaceutical, health insurance, fitness, and consumer packaged goods (CPG) companies.
• Project planning, oversight of project development from kickoff through completion.
• Orchestrated the production of online projects and campaigns.
• Created and maintained project timelines and budgets and successfully completed projects on time and within profit margin.
• Used research, analysis and problem solving skills to efficiently coordinate resources, and work across all teams seamlessly.
• Defined and preserved team expectations regarding scope of work and responsibilities.
• Ensured that products or services consistently meet or surpass client needs. 
• Built solid client relationships that allowed ease in identifying, presenting and selling opportunities for future enhancements.
• Sustained and renewed client contracts. 
• Actively reported on sales, sales opportunities, and built and presented sales proposals.

Senior Online Producer - Client Services

POWERi Technologies

• Interactive marketing specialist; managed fully integrated advertising campaigns including web design, ecommerce, search-engine optimization, online advertising, and e-mail marketing. 
• Facilitated overall project plans, processes and procedures. Accurately addressed scope changes as well as communicated implications. 
• Organized projects and resources ensuring that project margins were met or exceeded. 
• Collaborated with a wide range of internal and worldwide representatives on project teams including: executives, designers, developers, consultants and vendors. 
• Contributed to the Business Development process. Expanded client strategies, advertising, and opportunities for integrated marketing communications.

Senior Account Manager

SWI Digital, Inc.

• Provided art direction to designers that handled the layouts for over 26,000 websites. Ideas led to the creation of applications that organized the department and streamlined workflow. 
• Oversaw and managed projects for IT, SEO and Multimedia department.
• Project manager and contributor for the development of a custom online sales training course that reduced sales rep ramp up and training time. 
• Led competitive analysis, vendor/solution research, recommendation and implementation.

Multimedia & Art Director

Project Manager @ Southeast Toyota Finance | Process Improvement | Budget Management | Driving Customer Satisfaction

With over 15 years of strategic agile program management and software application development project management experience, I am a Project Manager at Southeast Toyota Finance, where I plan and implement projects that balance business goals and client needs. I have a Google Analytics Individual Qualification, Project Management Institute PMP and PMI-ACP certifications, several SAFe certifications and a Gold ADDY® Award for my work in digital marketing and design.

I excel at delivering exceptional products within expedited time frames and strict budgets, while exceeding expectations. I have led and collaborated with cross-functional teams across various industries, such as healthcare, fitness, and finance, and integrated third-party platforms, such as Facebook, Twilio, and Salesforce. I am skilled in using tools such as Azure DevOps, JIRA, Confluence, SmartBear, and Photoshop, and have expertise in ecommerce and multivariate testing. I am thorough, organized, and proactive, and I value clear communication, accountability, and transparency in my work.

taplio

The Battle

Pooja Bais

Donna Hennis, PMP, PMI-ACP, SAFe 6 SM, SA, POPM, LPM

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