PROFESSIONAL SUMMARY

• Confidential has 30 years of information systems experience on over 40 projects. Extensive experience, and written and oral communication skills have been instrumental in planning for, developing, and maintaining several mission - critical applications that process billions of dollars.
• Confidential has led or been involved with projects ranging from single-person, one-week tasks to 150+ person multi-year efforts.
• In addition to his extensive Business and Systems Analyst experience, Confidential also has considerable experience in project management, development, training, and testing.
• He has worked with mainframe, desktop, client/server, and Internet/intranet applications.
• Confidential ’s experience aligned with the Business Analysis Body of Knowledge (BABOK) includes:
• Soliciting/identifying high-level requirements/needs and performing Gap analysis to recommend project-level requirements
• Writing APD, Feasibility Studies and Business Cases that have included developing business objectives, benefits, constraints, risks, requirements, and level of effort/cost
• Enterprise Architecture Assessments using Zachman and other techniques
• Defining project scope, including functionality and technology aligned with industry standards and an organization’s strategic plans, decreasing risk and maximizing return on investment (ROI)
• Recommending System Approaches - Custom, COTS, SaaS, etc., and Waterfall vs. Agile
• Refining Project Methodologies - Waterfall, RUP, Agile, etc. - to project-specific needs
• Developing project work plans (work structure breakdowns in MS Project and Excel) which include tasks, dependencies, level of effort, deliverables, etc.
• Developing communication matrices (RACI) and conducting communication activities
• Managing BA activities and reporting status to management. This included improving IT processes, mentoring project staff, incorporating best practices, building and leading teams, managing project progression, and taking appropriate actions to keep the project on schedule and within budget
• Developing Mid-Level and Detail Requirements for a $100 million contract
• Preparing for smooth, reliable, and comprehensive requirements elicitation
• Eliciting Requirements - Business, Stakeholder, Functional, Non-Functional, and Transitional requirements from business users/Subject Matter Experts (SMEs) and technical staff through document analysis (existing system and user documentation), facilitating work sessions Joint Requirements Planning (JRP), Joint Application Design (JAD) interviews, workshops, observation/job shadowing, interface analysis, and other methods
• Documenting requirements through text (functional decomposition, Business Requirements Documents, use cases, user stories, etc.) models (data flow diagrams, business process modeling/work flows, data models (relational, star schema, etc.), matrices (Zachman, Security Access), and other techniques
• Confirming requirements collected with business owners and technical staff
• Prioritizing and organizing requirements within projects, phases, and/or iterations (Agile)
• Modeling requirements through deliverables/artifacts such as data flow diagrams, work flows (As Is and To Be), process descriptions (use cases, story boards, user stories), and data models (Relational, Star Schema, ODS, Data Hubs, etc.) as well as numerous other formats
• Translating requirements into technical specifications (screen/report mockups, wire frames, detail specifications, data transformation/ETL mapping, etc.) and communicating these specifications to Developers so that systems fulfill user needs. These specifications embrace Object Oriented principles, are metadata driven, and highly re-useable (where feasible)
• Incorporating numerous concepts and principles including: User Interface (UI), User Experience (UX), Business Processes Improvement (BPM) / Process Re-Engineering, integrating data across multiple systems (direct access, web services, SOA), migrating data from legacy systems, implementing COTS, defining Performance Metrics, incorporating GIS technology, incorporating Audit Balance and Controls (ABC), and designing executive dashboards/portals displaying key performance indicators (KPIs)
• Negotiating consensus regarding project requirements among project sponsors who have differing goals and objectives and operate in a matrixed environment
• Maintaining Requirements Traceability Matrices (RTMs)
• Formulating approaches for requirements re-use
• Assessing proposed solutions to ensure that functionality will meet defined requirements business need
• Allocating requirements into project phases (Waterfall) and/or iterations/sprints (Agile)
• Defining Transition activities for new and replacement systems and expanded functionality
• Validating the solution by developing test strategies/approaches and assisting in complete testing
• Evaluating existing solution performance to identify problems and opportunities
• Writing application code (MS Access and light/simple SQL Stored Procedures)
• Testing - Managing, developing, and executing Test Plans (Unit, System, User Acceptance, Performance/Stress)
• Developing training materials (instructor-led, CBT, user cheat sheets, and other types)
• Performing Quality Assurance of work plans, deliverables, application code, etc. to ensure that deliverables are clear, concise, and meet project/industry standards
• Leading Business Analysis activities through more than 15 full System Development Life Cycle (SDLC) projects - from initial user concepts through production stabilization
• Reviewing current state of Business Analysis services and formulating a road map for improving services for a leading Credit Card Processor having 26 Business Analysts - division of a major bank
• Developing and communicating the Project Methodology and reviewing completed deliverables for a comprehensive statewide financial system rewrite which involved 150+ people for the State of Illinois Office of the Comptroller - Price Waterhouse (acquired by IBM)
• Assisting in developing a Project Methodology and technical training courses for a 1,000+ person professional consulting organization for Price Waterhouse (acquired by IBM)
• Leading Business and Systems Analysis tasks for the development of a tax assessment and collection system that processes over a 100 million transactions annually
• Assisting in Business Analysis tasks for a 70+ person external reporting system - data warehouse, BI reporting, and UI interface project
• Confidential has extensive experience in leading and participating in planning, assessing, and conducting full life cycle development efforts and other types of projects in multiple roles with an emphasis in Business Systems Analysis using an organizations methodology, best practices (PMBOK, BABOK), and adapting methodologies to specific project needs.
• His efforts have ensured project success, reduced costs, and improved the effectiveness and efficiencies of numerous applications.

PROFESSIONAL EXPERIENCE:

Confidential

Senior Business Architect/Analyst

Responsibilities:

• Assembling Market Research documentation which includes a survey to stakeholders, review of existing State systems, and a Request for Information (RFI) in the S2 AA format
• Documenting the Mid-Level Requirement deliverable (in the PAL S2 AA format) which involves federal and State regulations and multi-Agency/division review
• Defining the project Glossary that aligning terminology and business terms across the project
• Developing the Detail Requirements deliverable (in the PAL S3 SD format) that required extensive stakeholder elicitation and review
• Identifying Business Intelligence (BI) and reporting needs to meet federal regulations, ensuring that the system is working effectively and that the program is operating efficiently
• Creating the Requirement Traceability Matrix (RTM) in the CA PAL S3 SD format
• Assisted in developing project deliverables for the CA PAL S2 AA State Gate including:
• As-Is and To-Be requirement documentation that included process models, identifying the solution capabilities, defining the capabilities, and formulating a Capability Service Map
• Data conversion and migration needs
• Federal, State, and Department architectural alignment
• Alternative solution identification, definition, and evaluation
• Solution recommendations and justification
• Assisted in developing decision log
• Request for Proposal (RFP) requirements

Confidential

Lead Business/Systems Analyst

Responsibilities:

• Collaborating with Business Leads, Technical Leads, and Project team to create project artifacts (high level business requirements, market analysis, etc.)
• Conceptually consolidating eight silo-based systems into a single consolidated system and integrating with numerous other Confidential and State systems to support 50 business programs (service types) This also involved triaging existing problems and writing requirements to avoid making similar problems in a new system
• Working to define Why (needs), How (processes), What (requirements), Who (stakeholders), Where (location), and When (frequency and occurrence)
• Facilitating workshops to gather and analyze stakeholders’ current state and future state Behavioral Health processes and requirements
• Conducting one-on-one and group interview sessions to identify and document problems / findings and to develop a Business Requirements Document (BRD) to resolve problems
• Analyzing / triaging trouble shooting problems identified and performing root cause analysis
• Conducting Joint Application Development (JAD) sessions with users and technical staff to identify and analyze requirements for a new system
• Aligning stakeholder goals and objectives with business requirements
• Considering multiple alternatives to achieve system goals (custom development, other State systems, and COTS solutions
• Working to ensure that only those individuals with access privileges got access, logged access attempts, and recommended dual authentication
• Advocating for stakeholders’ interests
• Inventorying data streams and elements
• Developing Business Process/Work Flow modeling employing BPMN v2.0 of As-Is and To-Be states (including process redesign/improvement using Lean concepts)
• Identifying business and technical needs and translating them into business language
• Writing the Business Requirements Document (BRD) (100 pages), which included requirement statements
• Employing components of the Zachman framework and Business Analysis Book of Knowledge (BABOK)
• Formulating the needs for Provider and Client Master Data Management (MDM)
• Reviewing / trouble shooting and determining the suitability of different State systems for adherence to best practices and adherence of analytical processes
• Developing and presenting a Market Research evaluation document for the review of different COTS/SaaS applications
• Recommending reporting and Business Intelligence Dashboards
• Reviewing Project Management Plans including: Roles and Responsibilities (RACI), Communication Plan, Security Plan (including logging and dual authentication), and Business Case (PMBOK processes)
• Moving COMPASS through the Oregon Office of Information Services (OIS) Initiating and Planning stages by complying with their Stage Gate methodology process and assisting the Project Manager to adopt Agile practices
• Incorporating the Health Insurance Portability and Accountability Act (HIPAA) into designs
• Recommending analytic principles be used to achieves objectives (better health, reduce recidivism) and monitor key performance indicators (KPIs)
• Understanding of the MCP Encounters Data Collection System including clinical and non-clinical information which included screening, assessment, and treatment information, as well as promotion and prevention data
• Presenting, discussing, and reporting weekly status to the Project Management Committee and stakeholders

Confidential

Lead Business/Systems Analyst

Responsibilities:

• Eliciting and documenting business requirements and transforming them into system specifications following Enterprise Architecture and best analysis practices
• Writing a Systems Requirement Specification (SRS) employing use cases, data model, and other deliverables/artifacts in text, spread sheets, and graphical formats
• Moving initial project sponsor objectives through Implementation to fulfill their vision
• Conducting JAD sessions with users and technical staff to identify requirements
• Translating requirements into design including use cases, data models, screen and report specifications, data mappings, and Data Migration processes
• Developing data migration routines
• Building a Role - CRUD spreadsheet/User Access matrix
• Mocking up User Interfaces (UIs) that in corporate UX principles
• Performing all work and project management activities following the Business Analysis and Project Management Book of Knowledge (BABOK and PMBOK)
• Employing components of the Zachman framework and BABOK through the project
• Complying with HIPAA policies
• Employing human factor design principles in UI design
• Developing and executing Unit and System Test Plans, reporting test status, triage / trouble shooting the problem, and ensuring that anomalies/bugs were resolved
• Assisting in developing a training manual and reference materials
• Working with users to troubleshoot and resolve production problems and enhance this system
• Developing BI report specifications and working with developer to construct these reports

Confidential

Lead Business Analyst

Responsibilities:

• Developing a statewide repository of court information (from criminal activity to parking tickets) and integrated several AOC and county systems into this system
• Working for an agency that had a central consolidate data dictionary
• Presenting at stakeholder update meetings and reported weekly status to management and executive sponsors
• Developing Data Models and Object Model (analytical processes)
• Developing Business Process/Work Flow modeling employing BPMN v2.0 of As-Is and To-Be states (including process redesign/improvement using Lean concepts)
• Eliciting and documenting requirements from documentation and technical staff knowledgeable about existing systems
• Reviewing existing data exchanges code and documentation
• Writing use cases
• Mapping data ETL rules, data validation to improve formal data quality efforts, and planning for Implementation needs
• Defining standard queries to foster application process reuse (specs for queries/SQL)
• Defining reports and Business Intelligence dashboards
• Triaging and troubleshooting problems to prevent reoccurrences in new processes
• Resourced (mapped) existing systems data to new/consolidated structures
• Reviewing the needs for Master Data Management (MDM) and formulated recommendations
• Using MS Team Foundation Server (TFS) to plan and manage use cases and tasks in sprints
• Working with SharePoint and project file repository for deliverable management and communications
• Participating in daily Scrum meetings and provided management with status, problems, opportunities and risks
• Developing weekly status reports

Confidential

Senior Business Analyst

Responsibilities:

• Developing and conducting an online survey to assess current state of BA skills
• Interviewing stakeholders to discover their perceptions of BA skills
• Reviewing BA practices for 26-person IT Operations department with international locations and making findings notes
• Consolidating a data repository to enable cross-channel marketing
• Facilitating JAD sessions to evaluate BA practice with notes and refined
• Reviewing current practices (focusing on steps in their Stage Gate process)
• Conducting Business Analysis Practice Review and publishing finding notes
• Evaluating client's Stage Gate process and making improvement recommendations
• Assessing client’s compliance with BABOK and PMBOK best practices
• Developing a road map for improving Business Analysis processes/services, increase their Capability Maturity Model Level, for 26 Business Analysts (BAs) within a division of this Fortune 500 company. This included defining new/refined BA roles and responsibilities, mythology/approach, tools, templates and guidelines, and training
• Developing a report to document approach, findings, and recommendations and presenting and discussing this report to management to improve their 26 person BA process

Confidential

Lead Systems Analyst

Responsibilities:

• Gaining functional knowledge of FACETS and TMG’s extensions
• Ensuring that System and E2E Test Plans effectively testing new and enhanced code
• Incorporating HIPAA standards into requirement standards and technical designs
• Working as a liaison between Project team members and client staff to:
• Triage / Trouble shoot testing problems
• Address functional questions
• Document, manage, and resolve defects

Confidential

Lead Business Systems Analyst

Responsibilities:

• Reviewing and refining Project Management Plans according to PMBOK and best practices
• Writing position papers and management presentations for an Account Number Schema, Imaging and Index approach, Correspondence framework, Enterprise Architecture practices, and other key conceptual analysis concepts
• Reviewing and developing As-Is and To-Be work flows and information system flows
• Developing Data and Entity Event models
• Developing Business Process/Work Flow modeling employing BPMN v2.0 of As-Is and To-Be states (including process redesign/improvement using Lean concepts)
• Triage / Trouble shoot problems to understand complexities and prevent similar issues in new code
• Eliciting and documenting requirements and organizing them into an Event Driven approach
• Reengineering processes (To-Be Business Process modeling using BPMN) to improve staff and processing efficiencies (effort, time delays, costs, etc.)
• Holding requirements discovery meetings and then presenting and refining Business Process models
• Conducting functional reviews with client staff and Developer/Configurators (JAD sessions) to define and validate system processing
• Working with users to define/model UIs which in corporate UX principles
• Defining reports and Business Intelligence reports and dashboards
• Setting the Test foundation for System and End- to-End Test Plans
• Participating in the early stages of data conversion analysis and design
• Assisting with system integration between other internal organizations and external federal and State systems

Confidential

Lead Business Analyst

Responsibilities:

• Eliciting, documenting, and transforming business requirement into technical specifications
• Developing a Systems Requirement Specification (SRS) using the use cases, information flow diagrams, data model, and other deliverables/artifacts
• Defining user group roles, permissions, and role-based processing
• Developing data migration routines to upload data on a nightly basis and web services to communicate between systems in real time
• Translating requirements into design including use cases, data models, screen and report specifications, data mappings, and Data Migration processes
• Incorporating HIPAA standards into the application
• Developing and executing Unit and System Test Plans, reporting status, triages bugs, and ensuring that anomalies/bugs were resolved
• Presenting design document to users, management, and external stakeholders
• Coordinating all stakeholder presentations
• Assisting the development of a User Training approach and training materials
• Developing specification and working with developers to build Business Intelligence reports utilizing SQL
• Developing user guides and train users
• Working with users to resolve production problems (perform triage / trouble shoot using SQL), identify fixes and work with developers to enhance this system
• Managing stakeholders, project staff and reporting status to client management

Confidential

Lead Business/Systems Analyst

Responsibilities:

• Working with cities to integrate their systems with the new centralized City Business Licensing and Tax Filing system
• Eliciting and synthesizing user/business and documenting technical requirements from six principal stakeholder groups involving approximately 35 individuals
• Developing technical documentation including: data models, entity life cycle diagrams, work and data flow diagrams, web service definitions, business rules, and data validations
• Analyzing existing systems, the in-progress portal, and proposing functionality to identify questions and problems relating to physical data structures, referential integrity, entity states, data replication and integration (triggers and content), and Master Data Management
• Proposing change requests and/or effective work-arounds to address gaps between business requirements and system functionality
• Working with users to define/model UIs which in corporate UX principles Formulating a high-level approach to identify User Acceptance test cases
• Triaging potential problems in analysis and work with testers to troubleshoot and resolve testing issues

Confidential

Senior Business Analyst

Responsibilities:

• Integrating numerous systems into a single, consolidating the data repository of Master Customer Data
• Reviewing and documenting current processing in the four data warehouses/50 source systems
• Evaluating the needs for MDM
• Profiling data using stored procedures (SQL)
• Formulating and documenting recommendations for the new Integrated Data Hub (Triage problems in/with existing systems to resolve conceptual problems in a new consolidated data warehouse
• Consolidating the data repository to enable cross-channel marketing