PROJECT: E.L. Green, PMP, CSM STATUS: Open to Roles NEXT PHASE: AI-enabled operations & implementation

// PROJECT MANAGEMENT · OPERATIONS · IMPLEMENTATION

Scope.
Align.
Launch.
Then make it run.

I manage and coordinate cross-functional projects in fast-growing teams and large, complex organizations alike, tailoring plans to each engagement and keeping scope, schedules and dependencies on track so they turn into day-to-day operations that work. I'm now building on that experience through applied training in generative AI, RAG and AI agents, exploring how they can remove waste and improve operational efficiency.

ROLES IN SCOPE
Project Management Implementation Operations AI Operations
CONTACT
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EVERLY HEALTH
ON-TIME LAUNCH
≤3 mo
Kickoff to launch for a pharma client's Alzheimer's trial, on the planned date, in under 3 months
EVERLY HEALTH
ALIGNMENT
7
Functions coordinated per implementation, clinical to legal
STATE OF COLORADO
SCALE
$40M
Supported the planning and early integration phases of a 17-system Medicaid integration, alongside the State's contracted consulting partner
ASBURY AUTOMOTIVE
GROWTH
+131%
Customer reviews across 80+ car dealerships, in the first 18 months of a new social media and reputation management program

// CAREER GANTT

How I got here.

2009201220152018202120242027
AI Agents for Business Applications 2026
University of Texas · postgraduate program
Professional Organizer 2020–present
Independent · systems for real-world spaces
State of Colorado HCPF 2022–2025
EPMO PM · planning and early integration phases of a 10-year, $40M system integration
Everly Health Solutions 2021–2022
Implementation PM · client launches incl. employer COVID testing and a pharma client's Alzheimer's trial ◆
J.P. Morgan Chase & Co. 2015–2021
Executive Assistant · ETF business, startup to $10B+
Saks Fifth Avenue 2014–2015
10+ workstreams through a system upgrade
Asbury Automotive Group 2012–2014
Digital media & reputation management, 80+ car dealerships
Steamboat Ski & Resort 2009–2012
PSIA-certified ski instructor · taught ages 3–6 · reading terrain and conditions, managing parents' expectations
PROJECT MANAGEMENT FOUNDATION ROLES INDEPENDENT WORK AI UPSKILLING CLIENT LAUNCH PROGRAM CONTINUES AFTER MY ROLE

// LAUNCH REPORT · FEATURED

Genetic counseling for a global pharmaceutical company's Alzheimer's trial, launched on the date we promised.

Everly Health Solutions · Implementation Project Manager

PROJECT TIMELINE
PHASE 01
Kickoff
Requirements finalized with the client's project team
PHASE 02
Readiness
Teams, workflows, platform setup
PHASE 03 ◆
Launch milestone met
Counseling open to trial subjects
01 · THE BRIEF

A global pharmaceutical company contracted Everly Health to provide genetic counseling services, plus access to Everly's platform to schedule sessions, for subjects in its Alzheimer's clinical trial who tested positive for the APOE gene. The program had to be set up and ready on a short timeline, by a fixed launch date.

02 · MY ROLE
  • Managed setup of the counseling program end to end: scope, schedule and dependencies
  • Worked directly with the client's project team to finalize requirements, and coordinated Everly's account, technical, genetic counseling, legal and PR teams
  • Coordinated onboarding of APOE-positive trial subjects' results onto Everly's platform so they could schedule counseling
  • Brought the program to its launch milestone on the planned date
03 · STATUS AT CLOSE
LAUNCH DATE
Met ✓
KICKOFF → LAUNCH
Under 3 months
PROGRAM READINESS
Complete ✓

// CLOSED TICKETS

More work, done.

HCPF-040✓ DONE

Supported planning for a $40M Medicaid modernization initiative

During the planning and early integration phases of a 10-year, 17-system Medicaid integration, worked alongside the State's contracted consulting team, supporting alignment with State of Colorado processes, governance and standards; maintained status and risk data for executive Power BI dashboards.

EVR-EMP✓ DONE

Employer test kit programs, kit to results

Set up at-home combined COVID/flu test kit programs for employer clients: custom kit design, plus platform onboarding so employees could manage their results and speak with a doctor if needed. Also helped build early PMO processes and post-acquisition workflows.

SAKS-010✓ DONE

One source of truth for a major upgrade

Kept distribution, merchandising, pricing and hundreds of vendors moving through a major system upgrade. Redesigned how teams tracked errors, replacing emailed spreadsheets with one shared, real-time tracker, and wrote the SOP that let multiple teams work in it together.

ASB-080✓ DONE

Setting the pace for a new team

Joined as the first hire on a new marketing team for digital media and customer reputation management across 80+ U.S. car dealerships, from Kia to Bentley, and helped organize its early, fast-moving workload. Ran day-to-day execution: responding to reviews on Facebook, Yelp and Google, and adapting content from our marketing agency and the brands' ad agencies into social posts tailored to each dealership's audience. In 18 months: reviews up 131%, and Facebook likes up 3,611%, with some dealership pages starting from as few as 3 likes.

// AI CAPSTONE ◆

The goal wasn't a perfect AI system. It was learning where to look for flaws.

For the capstone project of my Post Graduate Program in AI Agents for Business Applications (University of Texas, 2026), I built a proof-of-concept multi-agent workflow in n8n. Working from a high-level project guide, I configured each step of the workflow, adjusted parameters, wrote the agents' prompts, incorporated guardrails and evaluated performance across 10 shipment scenarios.

THE SCENARIO · LAST-MILE DELIVERY EXCEPTIONS

When a delivery goes wrong, like a missed attempt or an unavailable locker, someone has to review the shipment, choose a fix and tell the customer. The proof of concept explored how AI agents could help while following business rules and keeping a human in the loop.

◆ THE REAL OBJECTIVE

The goal wasn't to build a production-ready system. It was to evaluate what worked, identify weaknesses and determine what needed improvement before real-world deployment.

HOW THE WORKFLOW WORKS
  1. STEP 01
    Guardrails & rules

    Screens for malicious inputs, filters routine events and flags cases that need a person.

  2. STEP 02
    Resolution agent

    Recommends a fix from shipment data, locker availability and an exception playbook it searches with RAG.

  3. STEP 03
    Resolution critic

    A second agent reviews the recommendation and accepts it or sends it back.

  1. STEP 04
    Communication agent

    Drafts the customer-facing message explaining what happened and what's next.

  2. STEP 05
    Communication critic

    Reviews the message for quality and tone before it goes out.

◆ HUMAN ESCALATIONAmbiguous or policy-sensitive cases are routed to a person instead of being decided by the agents.
EVALUATION · 10 SHIPMENT TEST CASES
TOOL-CALL ACCURACY
100%
AVG. COHERENCE
4.3 / 5
RESOLUTION ACCURACY
60%
ESCALATION ACCURACY
62.5%
◆ WHY THE SCORES LOOK LIKE THIS

I deliberately didn't fine-tune the workflow to chase better scores.

Tool-call accuracy reached 100% across the evaluated test cases, while the other scores revealed where the workflow's decisions needed further refinement.

WHAT I LEARNED
  1. 01
    A workflow that runs isn't a workflow that's right.

    The agents completed every tool call correctly, but their decisions didn't always follow business policy.

  2. 02
    Guardrails and human oversight are essential.

    Deterministic rules and clear escalation paths limit the risk of letting AI make unrestricted decisions.

  3. 03
    Evaluation catches what a demo hides.

    Testing exposed weaknesses I'd never have seen just by watching the workflow finish.

  4. 04
    Responsible deployment takes refinement.

    Before production, it would need broader testing, clearer decision policies, better prompts and ongoing monitoring.

BEFORE THIS GOES LIVE: MY RECOMMENDATIONS
  • Refine business rules, prompts and escalation criteria
  • Expand testing to more delivery scenarios and edge cases
  • Monitor tool failures, agent revisions and human overrides
  • Introduce automation gradually, starting with lower-risk cases
  • Keep humans on ambiguous or policy-sensitive calls

This is where my project management and implementation background meets AI: testing, governance, rollout planning and change management.

// HOW I WORK

How I collaborate.

IN MEETINGS
  • Captions & transcripts
    So I can stay engaged in the conversation and go back to the details afterward.
  • AI note-takers like Jamie
    So I can focus on the people in the room while the record takes care of itself.
AFTER MEETINGS
  • A recap after every meeting
    Owners, next steps and dates, in writing.
  • Follow-through until it closes
    Action items, risks, issues and decisions tracked to done.
ALWAYS
  • A picture over a wall of text
    Timelines and visuals whenever they help a team see the same plan.
  • Feedback, early and often
    I ask for opinions and direction, and I put them to use. It's how I keep getting better.
TEAMS I CLICK WITH & HELP CULTIVATE
  • Positive people
    I keep things respectful and constructive, even when work gets hard, and I'm at my best around people who do the same.
  • Clear decision makers
    I bring the options, risks and information leaders need to make timely calls, so the work keeps moving.
  • Listening & collaboration
    I listen, work things out together and make room for everyone to speak.

// SKILLS & CREDENTIALS

Working skills.

CORE
Project coordination & delivery supportImplementation supportCross-functional deliveryReporting & analysisProcess improvementClient & vendor management
DELIVERY
Waterfall, Agile & hybridRisk & dependency managementChange management support
◆ AI · COURSEWORK
No-code agent workflows (n8n)AI agentsRAGAI evaluationGuardrails & human oversight
TOOLS
Microsoft 365Google WorkspaceJiraWrikeSlack
FAMILIAR WITH
Microsoft ProjectConfluenceMiroMuralCanva
CERTIFICATIONS
PMP
Project Management Professional
CSM
Certified ScrumMaster
EDUCATION
University of Texas
Post Graduate Program, AI Agents for Business Applications, 2026
University of Tennessee
B.S., Communications & Information in Advertising, Business Administration minor, 2009
NEXT MILESTONE ◆

Your team's next launch.

I do my best work on teams that plan clearly, share feedback openly and keep improving. If that sounds like yours, let's talk.

SEND A MESSAGE

OFF THE CLOCK

Former PSIA-certified ski instructor who taught ages 3–6 (the original exercise in managing chaos and stakeholder expectations), and an organizer of real‑world spaces.

E.L. Green, PMP, CSM · PROJECT MANAGEMENT · OPERATIONS & IMPLEMENTATION