Wells Fargo Home Mortgage - Automated Decisioning Project Manager
Client
Project / Industry
Role / Skills Used
Wells Fargo Home Mortgage
Des Moines, Iowa
Automated Decisioning Development
Project Manager
MS Project, Ms Office VBA
One
of multiple Project Managers on the WFHM Automated Decisioning Integration
program to integrate a new rules-based automated decisioning engine across the
three Wells Fargo companies. Developed automated tools to monitor this 250+
person program. Project Scheduling was provided by Microsoft Project. Used
Visual Basic for Applications in MsProject, Excel, Word, PowerPoint & Outlook to
develop the following automation.
Created process that extracted assignments
from the multiple MsProject schedules and created tasks in each person’s
Outlook Tasks folder. These tasks used Outlook reminders for Start and
Finish dates. When Outlook tasks were marked as complete, it sent a status
update email to the Project Manager.
Created process that posted task updates to
the MsProject schedules from the status update emails generated from
Outlook.
Created process to automatically request task
status updates via email for active tasks without a current status update.
Created process to extract Late vs. Baseline
tasks from the multiple MsProject schedules and import into Excel for
review. This allowed anyone to review this information and did not require
a MsProject license.
Created process to generate Start & Finish
S-Curve charts from multiple MsProject schedules and automatically create an
indexed PowerPoint presentation.
Created processes to manage Deliverables and
Work Products. Created standard workflow (create, review, revise, approve)
that can be inserted into the MsProject schedule to identify these tracking
milestones. Excel reports were created that extracted Deliverables and Work
Products from the multiple MsProject schedules for items that were late or
coming due soon.