SUMMARY:

• Skilled in employing technology and standard methodologies to corporate level content, knowledge, document, and records management issues. Services include analyzing needs, determining high - and low-level technology requirements, and specifying new and enhanced functionality and inter-system interfaces; taxonomy, metadata, and content policy design, deployment, and administration; business process and workflow analysis, reengineering, and integration; technology and vendor research and evaluation; user interface, conceptual and logical database, and functionality design; customized documentation and ; quality assurance testing; and RFP creation and procurement management. Familiar with a wide range pf content solutions such as document and content management systems; full ECM suites; Internet and Intranet portals; web- and groupware-based collaboration environments; keyword and natural language search engines; PC-based productivity and publishing tools; and learning management and integrated library systems.
• Library and Information Sciences
• Familiar with all aspects of modern library operations including circulation,, technical services, public access, and online content resources. A recognized expert in the field of library automation with detailed knowledge of a number of integrated library systems.
• Business Analysis and Product Management
• Veteran business process, workflow, and technology analyst and solution designer. Skills include analyzing needs; gathering high- and low-level business, functionality, and technology requirements; specifying new and enhanced functionality and inter-system interfaces; assisting with the quality assurance, user documentation,, and custom support processes; supporting sales and marketing efforts. Experienced with a wide range of business processes including enterprise content management (full content lifecycle), supply chain management, accounts receivable and payable, and customer relationship management.
• Business and Technical Writing
• An expert in many types of written communications. Highly skilled at producing large, complex documents in a minimum amount of time, including requirement statements, functional specifications, user documentation, online help, proposals, boilerplate, collateral materials, customer correspondence, and RFPs/RFIs.
• Management Skills
• Very organized and self motivated with solid project, process, product, and personnel management skills. Used to working in a team oriented, deadline driven environment. Very good at project scheduling and coordinating the efforts of both local and remote contributors. Particularly adept at new personnel. Certified Agile Scrum Master.
• Sales and Marketing
• Highly developed sales support and marketing skills, including: proposal writing, boilerplate creation and maintenance, sales and marketing strategy development, product demonstration, creation of collateral materials, and corporate presentations.

TECHNICAL SKILLS:

Operating Systems: Windows (all versions), several flavors of UNIX, MacOS Classic and OS X, ChromeOS, iOS, and Android

ECM Platforms: Alfresco, M-Files, Oracle WebCenter, SharePoint, Vignette Content Management System and Application Portal, KANA IQ Hyperwave Information Server, KPMG KWorld, Open Text LiveLink, SiteCore, Adobe Experience Manager, and a wide variety of homegrown solutions.

Groupware and Collaboration: MS Outlook/Exchange, Google Gmail and Calendar, Lotus Domino/Notes, Vignette Collaboration, Atlassian Confluence, Basecamp, SharePoint

Productivity Suites: MS Office, Google GSuite, OpenOffice, Star Office, Lotus SmartSuite, IBM Symphony, and several Adobe publishing tools including Acrobat and Frame

ELearning Solutions: SAM 2003, 2007 and 2010; Emerge 2.0 and 3.0; iCue, and HotChalk

Integrated Library Systems and Services: OCLC, PLUS, LIBS 100, Advance, GLIS, INNOVACQ, Unicorn, and Perline.

PROFESSIONAL EXPERIENCE:

Confidential, Somerville, MA

Freelance Enterprise Content Management Consultant

Responsibilities:

• In-house ECM consultant responsible for a variety of tasks concerning the implementation of the Adobe Experience Manager (AEM) Digital Asset Management (DAM) module and other marketing technology solutions. Functions include business and workflow analysis, project management and coordination, user support and hand holding, and technology and solution assessment.
• Content Migration Specialist responsible for manually migrating content for a major Boston medical institution from its existing site and other sources to a new SiteCore site.
• Content Management Business Analyst responsible for implementing the Alfresco ECM solution for Pearson's Workforce Readiness group. This includes doing gap analysis against Alfresco functional requirements, mapping and re-engineering existing business processes and workflows, designing procedural solutions, project coordination, and providing ad hoc and support.
• ECM Consultant responsible for assisting in the selection of a new document, knowledge, and records management solution to replace NEPC's current SharePoint-based solution. Project includes researching vendors and solutions, gathering requirements, generating an RFI, assisting NECP with the proposal analysis, short list selection, pilot implementation and deployment, and the final solution selection (M-Files). Also responsible for determining needs, gathering requirements, and researching solutions to automate content metadata tagging and data extraction.
• ECM Business Analyst responsible for making tactical and strategic recommendations to improve user documentation-related business processes and quality.
• Lead ECM Business Analyst responsible for guiding ATC in the setup, implementation, and deployment of the Oracle Web Content Server as an electronic document and records management system. This includes determining needs and gathering requirements; designing the taxonomy, metadata, security, and workflow models; assisting in the migration of existing content in SharePoint 2007 and Windows file servers; and providing ongoing consulting, support, and administrative services.
• Knowledge Management Specialist responsible for designing KM solutions that improve business processes for FR’s various practices. This includes determining needs, gathering high and low level business requirements, specifying functionality, developing project plans, engineering business processes, and defining taxonomies and metadata.
• Content Business Analyst responsible for the content needs of several Cengage Learning e-learning products including SAM 2007 and 2010, Emerge 2.0 and 3,0, and others. Responsibilities include:
• Performing needs analysis of content-related business processes and technology solutions
• Developing business requirements for stakeholders and business partners
• Authoring user stories and working with programmers in the development of those stories
• Writing and maintaining user documentation and online help
• Coordinating and troubleshooting content updates
• internal users
• Determining needs from a diverse group of financial research analysts, economists, and traders.
• Developing high-level and detailed functional, technical, and business requirements.
• Researching and evaluating technology solutions that address a variety of content creation, capture, and management issues
• Specifying migration from the OpenText’s LiveLink document management system to Vignette Collaboration.
• Specifying enhancement to Vignette Collaboration to interface with other bank systems
• Designing metadata sets and a multi-dimensional taxonomy to describe and organize a variety of internal and external economic and financial content.
• Designing and developing customized programs and user documentation
• Providing ad hoc consulting and research services on other projects.
• Analyzing and re-engineering content collection and data entry workflows to make use of offshore resources
• Specifying web-based collection, data entry, and quality control management tools (.NET, SQL Server) and interface to a Siebel-based content publishing system
• Managing data entry and quality control procedures and assignments for local and offshore staff
• Pre-cataloging all content based on 3200 context topical taxonomy
• Performing content-specific and general taxonomy gap analysis
• Providing taxonomy and technology
• Analyzing three legacy business processes and workflows and related systems (UNIX, IBM mainframe, and Windows architectures)
• Determining the functionality and workflow requirements for the merged system
• Designing a host/terminal-based user interface for high throughput data entry
• Designing a web-based user interface for parameter and invoice management
• Evaluating telnet clients
• Research Analyst responsible for performing a variety of tasks including content data entry and cataloging into a Siebel-based content publishing systems; phone and web research to collect content and confirm event schedules; taxonomy gap analysis and mapping from a legacy taxonomy.

Confidential, Boston, MA

Principal Knowledge Architect

Responsibilities:

• Assessing the state of content workflows and technologies via staff interviews and observations
• Researching available technologies via the web and published materials and recommending possible solutions (e.g., portals, search engines, document management systems, groupware applications)
• Evaluating specific technologies and their respective vendors
• Recommending a shortlist of solutions and vendors
• Writing (MS Word and Excel) a detailed RFP including all business and technical requirements
• Coordinating final demonstrations to steering committee
• Scoring and analyzing final technical, business, and cost proposals
• Participating in the due diligence process for the selected vendor Coordinating contract negotiations and final contracts and acting as the vendor liaison
• Specifying local and vendor-supplied customizations to the user interface and functionality
• Project Management
• Testing and experimenting with the selected software to determine optimum implementation strategy
• Developing an project plan (MS Project) in conjunction with IT for implementing and rolling out the portal to the organization
• Building,, and coordinating a network of business area content managers to migrate and maintain portal content
• Support
• Writing audience-specific documentation including administration manuals, user guides, online help, FAQs, and weekly company-wide correspondence
• Providing in-person and online sessions for existing and new staff
• Providing in-person, phone, email, and discussion group support for the portal application
• Knowledge Management and Administration
• Coordinating the development of a flexible top-down taxonomy to organize the portal content
• Developing and administering corporate and departmental taxonomy structure, metadata sets, and ontology vocabulary
• Developing and enforcing knowledge and content management policies
• Managing Intranet and Extranet sites including establishing of user accounts, security profiles, and collaboration space
• Administering Outlook/Exchange public folders

Confidential, Boston, MA

Senior Content Architect

Responsibilities:

• Acting as a product manager for the content management applications by gathering requirements and specifying enhancements to the portal
• and providing documentation for KPMG IT support staff in the use of the portal and common problems associated with it and their solutions
• Providing tier 2 and tier 3 support for identified content management problems via phone, email, and SilkNet CRM
• Administering Outlook/Exchange public folders to establish public and work-group specific collaboration areas

Confidential, North Reading, MA

Principal Knowledge Engineer and Business Analyst

Responsibilities:

• Analyzing and re-engineering business process and their related workflows across several related Notes databases and Vantive/PeopleSoft CRM
• Recommending and specifying changes to existing technologies to improve content flow and eliminate redundancy
• Evaluating, recommending, and testing new technologies to improve Notes Support Services’ operations. For example, coordinating a three-month, international evaluation of the InQuery search engine (now known as BASIS).
• Authoring and editing knowledgebase “technotes” from software discrepancy reports using Notes and Lotus SmartSuite

Confidential, Southborough, MA

Principal Business Analyst and Product Manager

Responsibilities:

• Product Management
• Business Analysis
• Customer and Internal Support
• Sales and Marketing Support

Confidential

Sales Support

Responsibilities:

• Bids and Proposals Supervisor and Principal Writer: Responsible for responding to all major RFPs, RFIs, and ITB for the LIBS 100 and PLUS integrated library systems. This included: developing proposal strategies; scheduling and coordinating writing, editing, and production staff; writing proposals; checking and validating cost proposals; maintaining bid boiler plate; performing competitive analysis; and attending bid conferences and openings.

Confidential, Waltham, MA

Assistant Reserve Room Supervisor

Responsibilities:

• Responsibilities for maintaining a dynamic collection of 10,000 items reserved for academic courses; supervising a staff of 40 part-time student employees; assisting faculty in placing course materials on reserve, including book ordering and interlibrary loan of articles; assisting patrons in obtaining reserved course materials; implementing the reserve room module of the GEAC GLIS library automation system; student and full-time employees in the use of the reserve room module; and writing customized documentation detailing reserve room module usage and policies (MacWrite)