Summary

• Business Process Architect and Document Management Professional
• 25 years experience analyzing and implementing business process management and document management systems.
• Developed an effective process mapping and data collection methodology that identifies the information, data and documents that are required by each employee to perform each task in the processes that they participate.
• Provided the analysis and resultant solution for hundreds of document management and business process improvement implementations.
• Developed the function specifications for FiTECH Systems document management system that was marketed to financial institutions and residential mortgage firms.
• Unique ability to communicate with both business and technical personnel.
• The knowledge, patience, determination and communication skills to implement complex system that often require contacts at multiple levels of an organization.

PROFESSIONAL EXPERIENCE

Confidential

• This holistic approach follows the following steps:
• Document the existing as-is processes using a graphical business process management tool.
• Analyze the process for non-value added activities.
• Conduct to-be sessions to define the new processes.
• Inventory existing paper and electronic document repositories to determine the document conversion requirements.
• Conduct a document taxonomy session that identifies:
• Each document in the file
• The purpose of the document.
• How the document was created, i.e., externally or internally
• Format the document was received and stored.
• How the document will be ingested.
• Metadata that is required to access the document
• Who is authorized to access the document and what functionality they are allowed to perform with the document
• Lifecycle management requirements of the document.
• Define any documents that may be required to be converted to the new ECM system and a methodology to convert the documents to the ECM System
• Define the functional requirements for the ECM System.
• Information Capture
• Information Distribution
• Information Governance
• Information Lifecycle Management
• Identified the document storage requirements for the ECM System
• Define the personnel and task required to capture the new documents into the ECM system.
• Create an implementation Plan including change managemet
• Created an testing scripts
• I used this methodology to assist multiple firms to improve their productivity, reduce their cost and increase their revenue.
• Designed a training plan to teach companies how to identify current deficiencies in their processes and improve those processes.
• Spoke at several Association of Information and Image Management AIIM conferences.

Key Projects:

Confidential

• Document the existing processes
• Identify the deficiencies in the processes
• Communicate the best practices to capture and classify the documents
• Collaborate with the IT team to define the new processes
• Write the testing scripts to test the new software
• Write the user documentation
• The final results of this project will be:
• Automate the document capture of the documents that are processed
• Improve the accuracy of the metadata that is associated with the documents.
• Proactively address customer issues
• Provide the ability to process more documents without increasing their current staff

Confidential

• Documented the existing processes
• Identified the deficiencies in the current process
• Documented the new to-be process
• Documented the current document taxonomy
• Created a new document taxonomy architecture which included the browsing and searching procedures and security permissions for the enterprise system.
• Implemented the architecture for the taxonomy, complex searches and faceted browsing in the OpenText Content Server system.
• Reviewed the current records management policies for multiple departments
• Assisted in updating the records management policies.
• Defined complex record series Identifiers RSI , classifications and disposition rules to assure that the electronic documents were maintained to meet legal and business requirements and destroyed when the legal and business requirements expired.
• Implemented the RSI, classification and disposition rules in the OpenText Records Management System.
• Defined the maps and rules in the OpenText workflow engine to execute basic workflows.
• Defined the functional requirements to automate the capturing and categorization of the documents in the most efficient and accurate way possible.
• Implemented the functionality and rules to perform the document capture and categorization of the document, electronic and paper, in the Enterprise Scan module.
• Educated HanesBrands employees on a process centric methodology to implement an enterprise content management system and the functionality of these systems.
• The results of this project will be to:
• Improve the processing of the Human Resources new hire, termination and review files by 4 days, eliminate the need to have contract employees to scan and categorize the documents, eliminate the access of documents by unauthorized personnel, while implementing a complex records management system in the Human Resources department.
• Reduce the time to organize documents to settle a claim by over 200 , eliminate the need to print and scan documents that are already electronic documents, implement a complex records management system for claim documents, and reduce the amount of settlements.
• Reduce the time to capture and categorize Bill of Lading documents by 50 while providing more acute attribute data.
• Improved access speed and accuracy to Accounts Receivable and Shipping document that will result in a reduction of claims that are paid.
• An enterprise electronic records management system that will enforce retention and destruction policies while reducing cost by eliminating the manual tracking of document retention, as well, as redundant and 3rd party system.

Confidential

• Documenting the existing processes
• Identifying the deficiencies in the current process
• Documenting the new to-be process
• Documented the current document taxonomy and defining the new taxonomy that provides inst ant access to the required documents.
• Defined the Information Governance requirements
• Wrote the Request for Proposal documents.
• Evaluated the Vendors
• Wrote the implementation procedures.

Confidential

• Regional Manager responsible for the sale of 2,000,000 of workflow software, content management software and professional services to fortune 1000 companies in the Southern United States.
• Turned the lowest performing territory in the country into a territory that consistently exceeded quota.
• Earned Presidents Club status for outstanding over quota achievement
• Averaged over 500,000 per new sale for software and services
• Developed the business plan, to market the Plexus's products in the South, which resulted in multi-million dollar solution sales.
• Signed five new Business Partners in the last two years after Business Development was made a territory responsibility.

Confidential

• Wrote the functional and technical specifications to address the bottlenecks that occur during the processing and servicing of financial transactions for application of loans, investments and savings accounts.
• Developed a billable work management study that reduced the sales cycle and produced a revenue stream.
• Selected the document management and workflow vendors that were integrated into the OptiFi solution.
• Designed the imaging collateral documents.
• Wrote articles for trade journals
• Delivered the key addresses on document imaging at Mortgage Bankers Conference on three separate occasions.

Confidential

• Implemented a process centric approach to identify prospects for the document imaging system.
• Selected the vendors that the Optical Imaging Division represented.
• Designed the implementation and marketing plans.
• Responsible for all of the integrated imaging activities for four offices in North Carolina.
• Wang Laboratories1987 to 1990

• Imaging specialist for the Carolina District.
• Exceeded a sales quota of 1,000,000 by selling four imaging systems with an average sale of over 1,000,000.
• Trained the existing hardware sales force on document imaging systems.

Confidential

• Always exceeded 100 of a 500,000 quota.
• Received several Salesman of the Quarter awards.