Friends (3)

Heather Smith, PMP, MBA, CSSGB

Freelance Report Writer & Technical Writer

Location:Houston, Texas, United States
2 Skills
Heather Forgette

Manvel, TX E-mail

8 years Crystal Reports development experience, 6 years project management experience, 6 years business analysis experience, and 10 years consulting/implementation experience in the financial software (IT) industry with Fortune 500 clients and million dollar projects.

Crystal Reports:
• Created cross tab report to display delinquent project tasks by project by user
• Successfully combined report data from different data types and data sets
• Highlighted daily hours allocated that exceeded the user daily hour limit
• Set font color to red to highlight users missing timesheets
• Multiple sub-reports in one report, sharing variables to the main report for subtotals
• Use of complex running totals
• Dynamic parameters, dependent on data from the previous parameter selection
• Report data grouping dependent on dynamic parameter
SQL programming
• Complex views, used in Crystal Reports
• Queries to determine data linking and find data inconsistencies
• Stored Procedures
Database restoration and maintenance in SQL Server Management Studio (2003 and 2008)


MBA- University of Massachusetts, Amherst, MA, 2005
Bachelors Degree- Business Management and Music- Westfield State College, Westfield, MA, 2003


Project Management Professional (PMP)- Certified through Project Management Institute (PMI.), March, 2009


Independent Contractor, Houston TX Current Postion
Providing project management, implementation management, reporting writing, and technical writing services to clients across the United States.

Argus Software, Houston, TX 2011- 2011
Director, Project Services 2011- Present
• Implemented Crystal Reports as the reporting tool, creating then automating project and portfolio reports for all project stakeholders
• Ensure all phases, tasks and milestones are updated daily and tracked to the targeted delivery date, including following up on specific tasks and escalating when necessary
• Ensure that all resources are properly estimated, accounted for, and accurately reporting daily time sheets at a task level
• Responsible for the preparation of weekly management status reports, pre-meeting work, meeting agenda, meeting notes and deliverables on portfolio and project bases
• Create reports to outline any abnormalities in the project plan- tasks that shouldn’t be complete, tasks without resources assigned- and highlight for the for the project managers

SS&C Technologies, Windsor, CT 2003-2011
(from home office in Houston, TX)
Senior Project Manager 2010- 2011
• Performed SME (subject matter expect) duties for Loan Servicing, Loan Process Management, and Lending Workflow Management
• Redesigned and standardized the 75 Crystal Reports within the software, to provide a consistent reporting solution
• Applied the PMI methodologies to the software development life cycle (SDLC), increasing efficiency and reducing cost
• Created numerous new reports, based on specifications written with the client, for each client
• Continued to perform and document business analysis, including strategies and solutions to pre-existing problems within new procedures
• Created standard Crystal Reports set to be used for conversion data validation, subtotaling converted data, performing calculations to derive accruals, etc.
• Converted data into software package, using SQL stored procedures and update statements

Project Manager 2006-2010
• Managed and assisted with the management of 5 LMS projects so successful completion
• Perform business analysis of client business (commercial and residential lending) processes as the first step in every new project
• Designed custom views and queries for the department to use, increasing the efficiency of data conversion
• Created and maintained project work breakdown structure and schedule details in Microsoft Project
• Documented issue management processes and lessons learned to improve success rates and reduce confusion
• Created custom Crystal Reports (including sub-reports, complex formulas, shared variables, dynamic parameters) for each client, based on specifications

Senior Consultant 2005-2006
• Provided in-house consulting support for on-going LMS implementation projects
• Converted data in SQL/Excel, validated converted data through Crystal Reports, and provided documentation to support the validation in Word and Excel
• Tested, documented, and distributed LMS system updates/upgrades to all clients
• Trained new employees to client services on phone and email etiquette, testing procedures, issue reporting process, SQL server and database management, and program distribution

Consultant 2003-2005
• Key member of team tasked to design the interface between two internal system- client issue tracking (Applix) and development fix tracking (Harvest). Managed Applix side requirement definition, design and testing.
• Utilized SQL to design system reports and perform system issue resolution.
• Reported, tested, and documented program fixes, and communicated resolutions to the client(s) and all appropriate internal departments


Project Management Institute, Houston chapter, since 2010


Amy Hogge
Business Analyst
JPMorgan Chase Bank, NA
3929 W John Carpenter FWY
Irving, TX 75063

Bren Knight
Tourism Center Supervisor
Town of Grande Cache- Tourism & Interpretive Centre
9701- 100th Street / PO Box 300
Grande Cache, AB T0E 0Y0
Skills (2) Rating
Report Writing
Technical Writing