Thomas Pfeiffer is an experienced IT management professional with over 30 years of experience in project management, information systems management, and consulting. He has expertise in a wide range of technologies and industries such as insurance, banking, manufacturing, and healthcare. Pfeiffer holds a Bachelor's degree in Management and Computer Systems and is currently a senior project management consultant.
1. THOMAS PFEIFFER
414.651.7931
tpfeiffer@berkshire-consulting.com
CAREER SUMMARY
A versatile information technology management professional with experience delivering quality business and technology
solutions in a variety of industries and environments. Performed in many roles including Project Management
Consultant, Information Systems Director, Service Delivery Manager, and Enterprise Application Architect. Experienced in
driving the implementation of Internet, client/server, mainframe, network / infrastructure and multi-platform
technologies. Expertise in a wide a variety of methodologies ranging from Waterfall to Agile Scrum.
Project Initiation, Planning, Execution, Control, and
Conclusion
Technology Portfolio Governance
Planning and Budgeting
Service Delivery Management
Software Package Selection and Implementation
Requests for Information and Proposals
Enterprise Application Architecture
Application Development Management
Third Party Services and Processing
Client Management and Conversions
Network / Infrastructure Management
Business Continuity Planning
Vendor Management
Communication and Change Management
INDUSTRY APPLICATION EXPERIENCE
Consulting Services Project and Program Management, Service Delivery & Engagement Management, Practice
Development, Resource Management, Business Development Support
Insurance Client Online Experience, Life, Annuity & Investment Products, Property and Casualty,
Guidewire Policy Center 7.0, Agent Portal, Enterprise Data Warehouse & Real Time Data
Services
Securities Industry DOL Fiduciary Rule, Correspondent Clearing Services, Trading & Order Management,
Broker Workstation, Business Continuity Planning, Data Center & Facilities, Managed
Accounts Operations Planning, BETA Systems, Eagle PACE / Portal, Mutual Fund Services
Manufacturing Global M&A Conversion / ERP Systems Cutover, ERP Evaluation and Selection
Banking Customer Relationship Management, Call Center, Branch Automation, Lending, Credit
Collections, Foreign Exchange, Mortgage Fulfillment, Enterprise Application Architecture &
Integration, FIS Applications
Distribution Shipping & Receiving, Inventory Control, Order Processing, Warehouse Management, EDI,
Freight Manifest
Human Resources Payroll, Benefits Administration, Flexible Spending, Ultipro HR / Payroll, Kronos Time &
Attendance, Lawson Employee Self-Service
Healthcare Supply Chain, Distribution, Group Purchasing, Human Resources
Public Accounting Audit Tools and Technology, Caseware Working Papers, Clarity
2. THOMAS PFEIFFER
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PROFESSIONAL EXPERIENCE
Berkshire Consulting, LLC 9/2005 – Present
Sr. Project Management Consultant
Northwestern Mutual 4/2016 – 12/2016
Program Manager leading an effort to ensure the client's Brokerage, Advisory and Wealth Management divisions
comply with a recent Department of Labor ruling. The ruling expands the definition of what constitutes "investment
advice" and addresses potential conflicts of interest by financial fiduciaries. Role consists of driving Solution Delivery
Planning across the client’s Brokerage, Advisory, Retirement Plans, Annuities and Life Employee Benefits products.
Identifying impacts and solutions to product design, planning and sales operations and compliance functions.
Johnson Controls International 4/2015 – 2/2016
Successfully delivered as Global Conversion and Cutover Manager to complete a joint venture / divestiture of
Automotive Interiors division. Led planning, execution and stabilization for legal entity restructuring of over 30
manufacturing sites in U.S., Canada, Mexico, Europe and Asia. Led wave conversion planning of legal entity separation
activities as part of the company’s $22 billion Automotive Experience Division spin-off.
Northwestern Mutual 6/2012 – 4/2015
As Sr. Project Manager on an initiative to modernize the client’s Internet presence, drove definition and delivery of
product features across core teams, brokered teams and external vendors. Specific areas included investment product
strategy and site integration, business application architecture, client service and support model. Led an effort with
investments technology, data warehousing and an external vendor to drive 2 days of latency out of reporting and
client-facing site information.
Sentry Insurance 12/2009 – 6/2012
As Sr. Project Manager, drove teams engaged in the client’s legacy systems replacement initiatives across two major
releases. For the client’s Transportation division, directed the team responsible for the client’s proprietary rating
engine, as well as the integration to Guidewire Policy Center 4.0. Directed 2 onshore, and 2 offshore teams supporting
planning and migration of the client’s Standard Business Products and Dealer Operations divisions to Guidewire Policy
Center 7.0.
Northwestern Mutual 11/2009 – 12/2010
As Sr. Project Manager, led project teams in the Enterprise Data Shared Services group. As a group we brokered
services to enterprise projects providing data warehousing and data mart solutions, and real-time data access services
to core applications.
CUNA Mutual Group 8/2009 – 11/2009
As a consultant, performed high-level project assessments and developed business cases for the client’s 2010 planning
and prioritization.
Northwestern Mutual 3/2008 – 6/2009
As Sr. Project Manager, completed all business process change activities for the mutual company’s home office
migration from PeopleSoft to Ultipro for their Human Resources and Payroll functions. Led the team responsible for
business process definition and documentation, software application configuration and customization, payroll parallel
processing, end-user training, and enterprise-wide change management.
3. THOMAS PFEIFFER
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RSM McGladrey, Inc. 9/2005 – 3/2008
As Program Manager, successfully completed the integration activities resulting from the acquisition of a public
accounting firm. The project covered integration of internal business systems, audit and tax technologies,
communications networks and physical locations. The resulting company has over 9,000 professionals.
As Sr. Project Manager, successfully led the transition of the methodology and tools used by over 4,000 audit
professionals in the firm. The migration included automation of risk-based audit planning steps, and movement of the
technology platform from Lotus Notes to a Web-based enterprise platform that integrates with Caseware Working
Papers. We were the Beta client with Caseware as they enhanced the architecture of their product to match Lotus
Notes replication capabilities.
US Bancorp 6/2004 – 9/2005
Development Manager
Responsible for a team implementing and supporting applications used by the US Bancorp’s Mutual Fund Services
Division. Business areas supported included Fund Accounting, Fund Administration and Transfer Agency. US Bank
provides these services as a third-party to approximately 150 mutual fund family clients. Applications are distributed
across multiple platforms and technologies.
Berkshire Consulting, LLC 10/2000 – 6/2004
Sr. Project Management Consultant
Bank of New York Clearing Services 10/2000 – 3/2003
As Program Manager, successfully led completion of the acquisition and conversion of a correspondent-clearing firm.
The client acquired a clearing firm servicing approximately 80 broker / dealer correspondent customers representing
over 100 office locations. The project required back-end systems conversions, migration of the correspondent network
and infrastructure, and integration of front-end Web based and client/server applications into the client’s technology
environment. The project required coordination across four corporations. Responsibilities included establishing and
implementing the overall project management methodology and ongoing project execution. Reported to the Executive
Steering Committee chaired by the CEO and made up of the top-level executives from the five corporations involved.
Completed a systems consolidation effort involving evaluation of various trading and order management platforms.
Project resulted in the elimination of an internally supported system at a significant annual cost savings to the client.
Directed a coordinated Business Continuity Planning project including Business Impact Analysis, Business Facilities
analysis and Data Center co-location. Managed internal teams and vendor relationships to develop a combined
strategy and plan for a client in the securities industry
ProHealth Care 6/2003 – 2/2004
As Program Manager, completed an enterprise-wide implementation of the Kronos Workforce Central Time and
Attendance platform for a regional healthcare organization with multiple hospitals and clinics.
Led the planning and initial implementation stages for a Lawson Human Resources Self-Service application for a
regional healthcare organization.
4. THOMAS PFEIFFER
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Stratagem Consulting, Inc. 7/1997 – 10/2000
Service Delivery Manager
As eBusiness Solutions Manager for a regional mid-western consulting company, led business solutions formation,
subject matter sales support, hiring, resource management, service delivery management and profit / loss at the
practice level.
Engagement Manager
Managed high visibility consulting engagements for a regional Midwestern-consulting firm. Accountable for the overall
management and success of solutions based consulting engagements. Additional duties included staff resource
management and subject matter sales support.
Consorta
As Engagement Manager, completed a technology infrastructure and business application development project for a
heath care group purchasing organization. Responsible for overall budget of approximately $3 million reporting directly
to the client’s Executive Steering Committee. A major percentage of the project was dedicated to development of
Internet applications to support the client’s eBusiness direction.
Milwaukee Public Schools
Performed Management Quality Assurance over a PeopleSoft HR / Payroll / Benefits Administration implementation for
this large government organization with over 18,000 employees. The project had an overall budget of approximately
$8.5 million. Participated on the client’s Policy Committee to review and make recommendations related to major
project deliverables and decisions.
Northwestern Mutual
Performed as Lead Architect to complete the design of an enterprise client information solution. Key aspects of the
design centered on the “two-phase commit” requirements of multi-platform business update transactions.
Schwaab Stamp
As Consultant, completed an overall systems and technology assessment. Delivered presentations to executives
describing the current environment, key issues and business requirements, with recommendations for both short and
longer-term technology initiatives. The recommendations led to the selection and implementation of a new
technology infrastructure and the purchase of an ERP application suite.
The Berrington Group
As Project Manager, completed a package selection project for this third-party administrator of flexible benefits plans.
Led the RFI / RFP process to identify vendor short-list. Directed consultants and client staff through the vendor
solicitation, package evaluation and selection, and final procurement. The platform and software was chosen to replace
the core applications used to administer flexible benefit plans on behalf of their clients.
DDN Pharmaceutical Logistics 3/1996 – 7/1997
Director of Information Systems
As Director, drove technology-related initiatives for a provider of third-party distribution services to the pharmaceutical
manufacturing industry. In-house systems provided order processing, inventory control, warehouse management, and
distribution processing. Data synchronization with manufacturer’s systems was supported through Electronic Data
Interchange.
Led the implementation and support of a Wide Area Network spanning three locations including the implementation of
office productivity software and electronic mail across the company.
Completed the implementation of company-wide Internet connectivity for electronic mail and Internet access.
Documented and implemented methodologies for managing and aligning the IT project portfolio with business priorities.
Directed the RFI / RFP process for selection of a mid-market ERP application.
5. THOMAS PFEIFFER
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M&I Data Services (FIS) 7/1988 – 3/1996
Sr. Project Manager
Completed the initial development phases of a Financial Banker Insight product, a universal desktop for financial
institution customer service call centers and branch sales automation.
Led the design, development, implementation and support of a Message Broker product. The software acted as an object
request broker for integrating business applications with multiple platforms based on “message oriented middleware”
architecture.
Completed the definition, design, development, implementation, and support of an Inquiry Generator product that
enabled end-user development of custom screens without programming intervention.
Directed the definition, design and development of a Relationship Packaging System. The product was developed to
enable banks to dynamically configure and maintain pricing based upon a customer’s total account relationship with the
institution.
Led the development, implementation, and support of a Credit Collections System. The product was targeted at high-
volume collections call center operations, and included interfaces to telephony products for automated outbound call
management.
Computer Task Group 11/1987 – 7/1988
Systems Engineering Consultant
As Consultant, completed analysis, design and development projects for an agricultural information services company and
a large packaged goods manufacturer.
M&I Data Services (Metavante Corporation) 1/1985 – 11/1987
Systems Analyst and Developer
As Lead Analyst, completed the definition, design and development of a Foreign Exchange System for the bank’s
international division. Performed as lead support person for a Payroll System that was run as a service for over 1000
corporate customers of the bank.
EDUCATION
Bachelor of Business Administration – Management
Computer Systems
University of Wisconsin, Whitewater (1984)
6. THOMAS PFEIFFER
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M&I Data Services (FIS) 7/1988 – 3/1996
Sr. Project Manager
Completed the initial development phases of a Financial Banker Insight product, a universal desktop for financial
institution customer service call centers and branch sales automation.
Led the design, development, implementation and support of a Message Broker product. The software acted as an object
request broker for integrating business applications with multiple platforms based on “message oriented middleware”
architecture.
Completed the definition, design, development, implementation, and support of an Inquiry Generator product that
enabled end-user development of custom screens without programming intervention.
Directed the definition, design and development of a Relationship Packaging System. The product was developed to
enable banks to dynamically configure and maintain pricing based upon a customer’s total account relationship with the
institution.
Led the development, implementation, and support of a Credit Collections System. The product was targeted at high-
volume collections call center operations, and included interfaces to telephony products for automated outbound call
management.
Computer Task Group 11/1987 – 7/1988
Systems Engineering Consultant
As Consultant, completed analysis, design and development projects for an agricultural information services company and
a large packaged goods manufacturer.
M&I Data Services (Metavante Corporation) 1/1985 – 11/1987
Systems Analyst and Developer
As Lead Analyst, completed the definition, design and development of a Foreign Exchange System for the bank’s
international division. Performed as lead support person for a Payroll System that was run as a service for over 1000
corporate customers of the bank.
EDUCATION
Bachelor of Business Administration – Management
Computer Systems
University of Wisconsin, Whitewater (1984)