Edward Johnson, PMP, CSM

Trusted Advisor

Orchestrating the Implementation of AI and Automation Services on the Rebel Reach Platform

Edward Johnson, PMP®, CSM®   May 11   0 Comments 

Implemented innovative AI and automation services on Rebel Reach, transforming the digital marketing platform. OpenAI integration optimizes content creation, enhances user experience, and streamlines operations. Automation enables seamless publishing and promotion on LinkedIn, Facebook, Twitter, and Pinterest. Empowering businesses to stay ahead in the dynamic digital landscape, Rebel Reach drives efficiency and effectiveness in achieving marketing goals.


Led end-to-end development of revolutionizing ecommerce digital payments: Rebel Reach Payments

Edward Johnson, PMP®, CSM®   May 11   0 Comments 

Led and oversaw the end-to-end development of an innovative ecommerce payment platform for the Rebel Reach digital marketing and hosting platform. This comprehensive solution facilitates seamless credit card processing through integration with Authorize.Net and PayPal, offering customers convenient and secure payment options. Additionally, spearheaded the integration of cryptocurrency transactions within the Rebel Payments Platform, empowering users to leverage digital currencies for their trans...


Prudential: Regulatory Compliance - CARES Act (COVID 19)

Edward Johnson, PMP®, CSM®   March 27   0 Comments 

The CARES Act contains several provisions affecting retirement plans in the area of distributions and loans due to the impact and effects of COVID-19 and includes a temporary waiver of Required Minimum Distributions,  the ability to request a Coronavirus-Related Distribution or Loan, and the suspension of loan repayments. The bill contains a new distribution from a plan or IRA called a %u201Ccoronavirus-related distribution%u201D (CRD). The provisions are similar (but not identical) to reli...


Prudential: Regulatory Compliance Framework

Edward Johnson, PMP®, CSM®   August 19   0 Comments 

Looking across the Regulatory Compliance spectrum (CCPA, NAIC, SECURE Act, Reg BI, etc.), the development of a framework is meant to address current and coming regulations that have to be managed across the Information Technology environment, both business as usual activities and new initiatives. The framework takes in account the over 140 systems, their respective data retention policies, domains, inputs, outputs, etc.


Prudential: Data Management Framework

Edward Johnson, PMP®, CSM®   August 19   0 Comments 

With over 150 projects in flight and more being considered, the company wants to leverage a framework to better identify data-focused projects and apply the correct level of management and respective policies according to how a given initiative is weighed. Worked with senior executives to hone a data governance framework to be used to weigh the current projects and coming projects, and report to leadership as a part of a cadence.


Prudential: Customer Office Data Exchange

Edward Johnson, PMP®, CSM®   August 19   0 Comments 

This is a massive undertaking with high visibility. This data project was acutely focused on providing data to the Customer Office (responsible for cross-product marketing). Leveraging several systems subject matter experts, the team was able to create several feeds and services to deliver necessary data to the marketing team. Each with a specific target marketing use with several additional benefits. The project had to leverage a hybrid Agile/Waterfall methodology with a dedicated team and iter...


Prudential: Regulatory Compliance - California Consumer Privacy Act (CCPA)

Edward Johnson, PMP®, CSM®   August 19   0 Comments 

Lead a team for the implementation of the California Consumer Privacy Act. This project requires working with control partners (Privacy, Risk and Compliance) as well as other business partners and 3rd party vendors. I led the effort to analyze what applications should be accounted for and what steps should be taken to implement the right tools to ensure Prudential would be able to search for and provide data to people qualified to exercise their CCPA rights.


Prudential: Regulatory Compliance - SOC 2 - Data Disposition

Edward Johnson, PMP®, CSM®   August 19   0 Comments 

To satisfy contractual obligations, Prudential must purge plan and participant data as agreed upon for each respective contract. Working with the business and control partners (Privacy, Risk and Compliance), We were able to leverage previous work done for a previous effort. We developed a framework for identifying wat should be deleted and when data can be deleted with considerations for respective data retention policies for over 140 active applications, the order in which the applications shou...


Prudential: Outsourced Employee Stock Purchase Plan

Edward Johnson, PMP®, CSM®   August 19   0 Comments 

This is a new 3rd party implementation to support the alliance between Prudential and Computershare. Working with several areas of the business, this project integrates 3rd party data into client facing applications and statements to provide a more robust experience. The new features provide a single place where customers can see their retirement data along with their respective asset holdings and daily calculated values. The integration also provides a single sign-on experience so the user can ...


MUFG: Develop and Conduct BCBS IV

Edward Johnson, PMP®, CSM®   July 10   0 Comments 

Establish a Basel Committee on Banking Supervision Independent Validation & Verification (BCBS IV) function to perform a holistic assessment of evidence submitted by reporting areas and corporate functions to attest to their alignment with the Basel Committee on Banking Supervision (BCBS) 239 principles. While this project will utilize a 3rd party in years 2 and 3 it will also leverage Risk and Control Self-assessment resources and Second Line of Defense partners.   Value Delivered ...


MUFG: Times of Stress

Edward Johnson, PMP®, CSM®   July 10   0 Comments 

Addressing Basel Committee on Banking Supervision (BCBS) 239, the project defines and establishes a governed framework and approach, to produce times of stress reports (this will feed requirements to Enterprise Data Processing (EDP) , Report Automation and business as usual (BAU) Processes as necessary). Worked with internal resources across the bank and independent auditor McKinsey and Co.   Value Delivered Identify relevant stress / crisis scenarios that could require non – reg...


MUFG: Metadata Content Enhancements

Edward Johnson, PMP®, CSM®   July 10   0 Comments 

This project will capture key business and technical metadata for systems which are critical to risk and regulatory reporting.  This includes documenting the physical location of KDE’s, which is a key dependency for the DQ integrity testing being built via the Golden Sources Identification & Certification project. Phase 1 captured metadata for 8 systems including CDL and EDW. Phase 2 will include 38 systems including AFS and OVS. This project directly addresses the needs of B...


MUFG: Data Management and Reporting Policies, Frameworks, and Standards

Edward Johnson, PMP®, CSM®   July 10   0 Comments 

The project was created to review and rationalize data governance and reporting policies to support Risk Data Aggregation and Reporting requirements. The project directly addresses and remediates 2018 Office of the Comptroller of the Currency (OCC) Matter Requiring Attention (MRA) related to risk policy and Basel Committee on Banking Supervision (BCBS) 239.   Value Delivered Data Management Policy Compliance to the minimum standard Establishment of Policy Compliance dashboard &am...


MUFG: Business Information Model / Domain Governance & Metadata Tool Enhancements

Edward Johnson, PMP®, CSM®   July 10   0 Comments 

This project has 2 major components that address the Collibra metadata management environment and responding to a Basel Committee on Banking Supervision 239 Compliance issue. Business Information Model / Domain Governance Project Description Define a standard vocabulary covering data concepts critical to risk, regulatory reporting and AML Enable enterprise access to BIM via Collibra Define BIM governance operating model Mobilize Domain Working Groups   BIM Value Deliverd ...


Major Collectible Toy Manufacturer

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

A major toy manufacturer was looking to develop a robust, web-based event management system that would enable them to save time and money when managing their many collectibles events throughout the country. I was engaged to manage the project throughout the system development life cycle. During this project it was necessary to recreate the scope in order to capture changes in the marketplace. The platform was launched within budget.


Rebel Reach

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Leading a team to develop and manage a robust business marketing platform that offers business and technology services.  The Rebel Reach™ platform enables businesses to communicate with your customers and build stronger relationships.  With our social media service, you can post status updates across multiple accounts, simultaneously and respond to comment! With our publishing service you can create articles and press releases that are automatically saved and can publish to your ...


Parsons Brinckerhoff

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Led a team that created a global application architecture, including systems and application development technologies employed, to replace an antiquated, incumbent system that enables the global Corporate Development team to maintain and match internal resumes to new business prospects as well as maintain and provide access to Projects/Agreements, Qualifications & Capability Statements and a Proposal Library & Opportunities. The project was a subset of the work we led to evolve their Kno...


Major Institutional Investment Management Firm

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

As a trusted advisor to the Chief Technology Officer (CTO), gathered requirements for the implementation of an Enterprise Content Management (ECM)/Knowledge Management solution.  Met with key members of each department in the firm in order to perform operational due diligence.  Worked with the CTO to develop a technology strategy to address the current and future needs of the organization, including business process optimization and evolution. During the second phase of the engageme...


Tullow Oil

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Assessed in-country resources, and provided guidance and mentoring to local management.  Through in-person interviews, assessed the skills and capabilities of South African resources.  Presented findings to London-based executive management in order to develop resource improvement strategies and career guidance advice to local talent.  Provided a template to executive management to create repeatable processes across additional regions.


Genworth Financial

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Working directly with executive leadership at Genworth and their vendor, I was responsible for helping to lead a team to implement the first phase of best in breed market risk and credit risk analytics software.  The implementation yielded the first level of an integrated credit risk, market risk, asset & liability management and performance management platform that can accurately provide Value at Risk (VAR) calculations.  The implementation required IT resources to work closely wi...


Unum

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Led a globally dispersed team to implement a Kamakura Risk Manager trial platform that allows UNUM to effectively measure the inherent risk of default, downgrade, or other credit events for any one or all of its or its Affiliates’ investment counterparties/issuers over any horizon (approximately 3000 CUSIPs).  The platform provides credit modeling at the individual transaction level, aggregating up to combined counterparty risk.  The Platform allows Unum risk managers to compare ...


UBS Investment Bank

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Evaluated enterprise initiatives in terms of Program and Project Management processes, governance, budgeting, tracking, prioritization and resource utilization. Established a knowledge management infrastructure to support Global Desktop Management Established budgetary metrics that enabled client to on-board, fund and prioritize projects based on projected return on investment (ROI) and alignment with business strategy Implemented PMO with project dashboard, to improve management oversight,...


Satyam Computer Services

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Led due diligence business/technology transformation team to develop outsourcing Strategy proposal for $4.5 billion financial services client organization; focused on business/technology synergy and consolidation, cost reduction, competency acquisition and business line expansion, for Internet Banking and Electronic Payment businesses, which represented about 25% of gross revenue.  Worked with teams to evaluate the possible implementation of an ERP solution in order to manage and migrate di...


EB Brands

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Led team to document existing product life cycle, redevelop processes and implement streamlined and automated model, to enable company to improve internal efficiency and product time to market, used Microsoft SharePoint and Project Server. Implemented enterprise-wide product life cycle with project/program management practices, governance standards, processes, metrics and change/risk management controls. Enabled stakeholders to define opportunities, prioritize projects, use best practices, en...


Citigroup Smith Barney

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Created PMO governance model, which included documenting information architecture, developing data aggregation and flow strategy, tool building, staff training and mentoring, toll gating and metrics reporting. Led team which completed architecture and development of billing and chargeback application with bidirectional communication with ERP system (PeopleSoft), to provide Total Cost of Ownership (TCO) data, for all initiatives. Enabled executive management to improve decision effectiveness, ...


Morgan Stanley

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Led globally dispersed matrix team of 300+ to address enterprise-wide Basel II compliance issues on five continents. Developed management reports, identified unique metrics, provided policy guidance and spearheaded development of PMO governance model. Collaborated and built sponsorship with client executives and stakeholders at all levels, in Fixed Income, Market Risk, Credit Risk and Regulatory Compliance. Documented and refined existing processes and created new ones, in collaboration with ent...


BMC Software

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Led globally dispersed blended matrix team of 225, including internal staff and external resources provided by Deloitte, Jefferson Wells, Protivity and Ernst & Young; collaborated with executive management to address global Sarbanes-Oxley issues; recommend policies and procedures and develop PMO governance for regulatory affairs. Established management reporting infrastructure and adapted technology solution from previous engagement to shorten project delivery time. Solution enabled BMC exec...


XL Financial Products and Services

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Led globally dispersed matrix team of employees and external consultants from Ernst & Young and PriceWaterhouseCoopers, to establish and test processes to achieve Sarbanes-Oxley compliance. Created policy and procedures concerning roles/responsibilities; collaborated with PMO executives to ensure enterprise commonality. Worked with CIO to create Business Continuity Plan (BCP) and Disaster Recovery Plan (DRP); and recommended appropriate planning software and implementation procedures. Led di...


Merck

Edward Johnson, PMP®, CSM®   February 26   0 Comments 

Merck was looking to spin off one of its divisions and needed to work with a propective buyer to determine the divestiture work necessary to complete the sale. The company was seeking to effectively plan and execute separation of the carve-out while minimizing disruption to the remaining entity and maintaining business continuity. I was engaged to lead the Separation Program Office. My team was responsible for developing tools, templates, governance, meeting cadence, budgets and alignment with t...

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