SUMMARY:

• Records Management Enterprise Content Management Project Management
• Information Governance Litigation Support and Development
• Business Analysis Vendor Management Business Process Management

TECHNICAL SKILLS:

• Microsoft Team Foundation Server (TFS)
• HPE/Content Manager, EMC Source
• One Discovery Manager 7.0, OpenText Content Suite 16.0
• Documentum Records Manager (5.3/6.0), IBM FileNet - XT
• Oracle Universal Content Manager, Skype for Business, Windows NT Server 4.0
• Microsoft Exchange Server, Office 2016, Windows XP
• Windows 10, Microsoft Word, Microsoft Outlook
• Microsoft Excel, Microsoft PowerPoint, Microsoft Visio
• Microsoft Project, Microsoft SharePoint, Microsoft 365
• Microsoft Teams, Mac OSX, ZASIO Enterprise
• Docs Open 5.0, WEB-X, Novell Summation 4.2
• Laserfiche, LegalKey, CMS, Lexis Nexis
• Jordan Lawrence Enforcements Solutions, Portico

PROFESSIONAL EXPERIENCE:

Confidential

ECM/Sr. Business Analyst

Responsibilities:

• Plan, Develop and facilitate requirements gathering work stream meetings utilizing business analysis “best practices” SDLC methodologies; to include joint application design (JAD) sessions, Line of Business (LOB) user interviews; and Enterprise technology infrastructure analysis.
• Function as liaison between information systems group(s)vendors,Line of Business (LOB) and other organizational departments as required. Present “end to end” technology proof of concept (POC) to stakeholders.
• Interpret and deliver business solutions that align with organizational information governance policy and strategy.
• Work with solution development team to enhance/optimize data integration;refine metadatadata accuracy/quality to improve interface performance and enhance end user satisfaction.
• Introduce and utilize SAFe Agile working principles where appropriate.

Confidential

ECM SME/Business Analyst

Responsibilities:

• Provide Subject Matter Expertise (SME) on Enterprise Content Management (ECM) strategy, Information Governance, metadata mapping; taxonomy creation; record retention; RIM “best practices” and ECM/CSP solutions
• Develop ECM application requirements, including functional, security, integration, performance, quality and operations requirements utilizing MS Visio/wireframe(s) to illustrate data work flow/routing processes to support SDLC
• Leads and contributes to the definition of content governance procedures, business requirements, functional designs and workflows, for creating managing and publishing web content
• Search data tables for metadata stored in legacy Enterprise Content Management applications for content relevant to existing and/or potential ligation matters for submission to legal team for review.
• Consult/Collaborate with legal team to identify gaps in Legal Hold/eDiscovery procedures to refine processes to support a defensible posture for company digital assets/content
• Evaluate ECM/CSP vendors and related technology to determine best fit for business requirements
• Work with client LOB/IT team(s) to develop current/future state ECM technology architecture
• Utilize Jira to create and maintain Product Backlog Inventory (PBI) to document application feature(s)/functionality, and project artifacts to manage development and production release schedule
• Assist with business process redesign, roadmap planning, and identifying touch points through multi - channel applications for integration with OpenText Content Suite

Confidential

Senior ECM Business Analyst/Product Owner

Responsibilities:

• Consult with Solution Development team to facilitate ingestion/migration process for migration of data from legacy systems to “day-forward applications”.
• Compose Business Use Case “user stories” for application enhancements utilizing Microsoft Team Foundation Server (TFS) to enable solution design/development.
• Coordinate Application/ System testing as well as facilitate User Acceptance Testing (CAT).
• Consult with Corporate Records Information Management group to ensure records retention and information governance comply with regulatory and organizational requirements.
• Provide Records and Information Management expertise in a consultative capacity to promote “Best Practices” for the “Lifecycle Management” of company records.
• Liaise with ECM teammates utilizing “SAFE” agile process to ensure efficient/timely delivery of application enhancements to Line of Business Clients.

Confidential

Senior ECM Technical Business Analyst

Responsibilities:

• Initiate and drive business meetings and JAD sessions to gather required information.
• Coordinate Application/ System testing as well as facilitate User Acceptance Testing (UAT).
• Consult with Solution Development team to facilitate ingestion/migration process for unstructured records.
• Gather metadata information for “in-scope” applications to determine efficient/secure connection methods to HPE “WORM Compliant” application.
• Gather business requirements for FINRA WORM compliance and CFTC audit rules to enable compliance with industry regulations and mandates.
• Document record retention policy gaps by source system to identify gaps to enable/enforce company policy systematically.
• Provide Records and Information Management expertise in a consultative capacity to promote “Best Practices” for the “Lifecycle Management” of company records.
• Map source and destination data to enable migration into HPE/Content Manager.

Confidential - State of Iowa

ECM Senior Business Analyst

Responsibilities:

• Conduct business requirements assessments, including mission statement, goals/objectives as well as polices and procedures to develop scope for ECM program implementation.
• Liaise with Information Technology Team to determine appropriate network resources for ECM system/design, implementation and deployment of OpenText ECM Content Suite.
• Review RFI and RFP submissions to facilitate 3rd party ECM application vendor selection.
• Consult with stakeholders to refine content driven processes based on state agency/department role and purpose to enhance end user productivity.
• Utilize Agile methodology to manage tasks to ensure efficient and timely project coordination.
• Develop testing processes to provision stable/live data environment while ensuring reliable disaster recovery protocol.
• Consult with Cloud Services Provider(s) to develop IaaS network architecture to support hosted off-premises ECM content suite.
• Determine financial requirements, staffing resources and evaluation/reporting procedures.

Confidential

Records Analyst

Responsibilities:

• Conduct routine analysis of Federal, State and Local Records Retention rules and regulations to develop and publish company wide retention schedule.
• Serve as liaison between corporate headquarters, regional offices, and local facilities to process and resolve records retention issues.
• Assist in creating master inventory logs of records/documents to facilitate Final Disposition scheduling in accordance with NAID standards for information destruction...
• Research, monitor and provide input on the advancement of comprehensive ERMS technologies, and systems to support company-wide, corporate records management initiatives.

Confidential

Managing Consultant

Responsibilities:

• Develop Enterprise RIM (Records and Information Management) program/strategies.
• Conduct research and analysis for the development of ERMS and ECMS applications.
• Consult with Clients on RIM Compliance and regulatory standards, including but not limited to DOD 5015.2; HIPAA; Graham Leach Bliley; FACTA; FOIA; NAID; Patriot Act; Sarbanes Oxley; FRCP for electronic Discovery.

Confidential

Senior Business Analyst

Responsibilities:

• Review data infrastructure of applications slated for decommission to develop legal compliant archive database solution for $7.5 million dollar data archive project
• Perform in-depth analysis of 500 legacy enterprise applications and associated reports slated for decommission and archival
• Collaborate with Senior Vice Counsel to develop secure legal/regulatory compliant archive database solution to ensure organizational compliance and minimize legal exposure
• Develop documentation to provide overview and outline on the importance and relevance of compliant records/data retention processes to ensure readiness, enable a defensible position for legal proceedings and/or facilitate internal audit whenever required
• Consult with software developers to develop logical/functional archive database interface to facilitate intuitive end-user access to archive solution.
• Confer with line of business personnel and business analysts to discern internal “ways of working” to gather business requirements for data archive solution.
• Establish data classification/categories for archive data to ensure adherence with enterprise retention policy
• Collaborate with Business Analysts to develop legal retention, legal hold, and data- purge protocol for archive project SDLC documentation.
• Consult with programmers/developers to design and create archive database legal hold/data- purge utility in accordance with organizational retention policy requirements.
• Conduct data archive “system test” to facilitate performance optimization of archive database solution
• Participate in Business Acceptance Testing (BAT/UAT) to ensure archive database system enhancements - requested by Senior Legal Counsel and Line of Business end-users function as required.

Confidential - Wellington, FL

Managing RIM / Owner / Consultant

Responsibilities:

• Develop enterprise RIM (Records and Information Management) program strategies/processes.
• Conduct organizational records management analysis/review.
• Consult with clients on ECM/ERMS/EDMS/PRMS applications.
• Consult with clients on RIM compliance and regulatory standards, including but not limited to DOD 5015.2; HIPAA; Graham Leach Bliley; FACTA; FOIA; Patriot Act; Sarbanes Oxley; FRCP for electronic records discovery.

Confidential - Miami, FL

Director of Records Management

Responsibilities:

• Consult with in-house application programmers for development of ERMS (Archive Database) for publishing company.
• Research and monitor Federal “Records keeping” requirements for industry to ensure compliance and proper records management of company records, including but not limited to film; digital media; hardcopy paper; and various publication materials.
• Monitor and maintain strict security protocols for the management of confidential client information and records.
• Manage records department personnel, including but not limited to hiring/termination recommendation(s) delegation of tasks, conduct employee performance evaluation(s) and/or remediation.

Confidential - Miami, FL

National Records Coordinator

Responsibilities:

• Planned, developed, and coordinated national records procedures for international law firm with over 1300 attorneys, and 25 offices.
• Established records management “best practices” methods for records department personnel.
• Collaborated with “renowned” Records Retention consultants to establish firm-wide retention policy.
• Coordinated formal records management sessions for associates, paralegals, and business staff.
• Implemented uniform use of CMS/Records Management Module, including electronic bar-coding & scanning to all domestic offices.
• Consulted with in-house applications programmers and law firm personnel, to create new and enhanced records database functionality for over 500 users, including unique “desktop” utility and intranet searching capabilities.
• Coordinated the implementation and deployment of ZASIO Enterprise ARMS (Space Management function) to manage logistics of 15,000-sq/ft firm operated case management facility.
• Managed and coordinated records management personnel on special projects for attorneys, paralegals and administrative staff as requested, including but not limited to records database conversion, client files data-entry, and archive file auditing.
• Collaborated with National Director of Procurement to establish acceptable SOP/SLA standards for offsite records storage vendors, establish preferred contract language/terms, and service rate/price structure for offsite records storage firm wide.
• Routinely involved with the negotiations of new offsite storage service contracts and the renegotiation of existing contracts.
• Routinely conducted site surveys of offsite records storage facilities to inspect building condition, records staging areas, view operations and security/safety protocol.
• Routinely conducted cost comparisons of records supply vendors to negotiate and establish “best price” schedule for equipment and materials.
• Consulted with office administrators and facilities managers to plan and develop records management department space needs to accommodate expansion/growth of legal -practice groups; including space build-out/design, filing equipment recommendations, and attorney case-file space allocation.
• Prepared annual national records department budget and charted expenditures.