SUMMARY:

• Confidential is a senior professional with over 30 years of information technology (IT) experience. Confidential brings a 25 - year focus on electronic document/content management technologies and solutions.
• He has a thorough knowledge of imaging, workflow, business process re-engineering, web, and document / content management technologies, providing an experienced bridge between business requirements, including conducting necessary interviews to develop the business requirements document (BDR), and the technologies to fulfill an organization’s strategic objectives.
• Confidential has excellent project management, business analysis, communications, customer relationship, and team building skills.
• Confidential is highly knowledgeable with Captaris, Documentum, Captiva, EMC, FileNet, Kofax, IBM, Hyland, SharePoint and other leading ECM solutions.
• Confidential works with these ECM solutions in various OS platforms including Microsoft Windows, UNIX, and VMware environments.He has experience in the financial, insurance, healthcare, government (Federal/State/Local), and legal verticals.

PROFESSIONAL EXPERIENCE:

Confidential, Phoenix, AZ

Sr. Project Manager & Principal Consultant

• Project Management leadership and business process consulting to clients in the visualization, development, and delivery of enterprise ECM based solutions and services (Captaris, Documentum/Captiva, FileNet, Hyland, Kofax, IBM).
• Responsibilities range from business and partnership development activities to actual hands-on project involvement either as the project manager, business analyst or an individual contributor.
• Leveraging my years of ECM and business experience, he provides leadership in areas of technology and business processes, and work with our sales team to help manage and grow business.

Confidential, CA

Kofax Subject Matter Expert

• Hands-on leadership in helping Farmers evaluate replacing their existing enterprise FileNet Capture platform with Kofax Capture. As the SME and business analyst, I developed the BRD and test plans to help guide the decision process.
• I utilized my Kofax and FileNet experience to formulate evaluation plan and make recommendations on future capture direction for Farmers.

Confidential, AZ

Kofax / SharePoint

• Acted as the business analyst, I was responsible for developing the BRD on selecting content management platform (SharePoint), and document/data capture platform (Kofax). Deployed initial pilot system, provided user training and system configuration. Evaluated Thunderhead communications platform for client.

Confidential, MD

Kofax Project Manager/SME

• Led, and provided hands-on assistance with the implementation, configuration and training for the new electronic medical records system (EMR). The EMR is based on Cerner technology and the front-end data/document capture platform is Kofax Capture.

Confidential

Kofax Project Manager/SME

• Managed the implementation, including test scripts/plans, user acceptance testing, etc, and design, of front-end capture systems based on Kofax Capture, including ACIS (now KCNS).
• The three (3) EMR projects were based on Cerner technologies and CGI technologies. I developed the batch classes, data extraction, and capture workflows including validations against external databases. Along with the scanning of paper records, I integrated the intake of e-documents and faxes with Rightfax.

Confidential, AZ

ECM Project Manager / Business Analyst

• Led their major upgrade project to the latest version of their ECM system called VisiFlow. Met with all stakeholders, IT, and business department leaders to reaffirm requirements. Was liaison between SIC and the VisiFlow vendor, Exigen. Recommendations included replacing VisiFlow with FileNet and bringing in Kofax Capture.

Confidential, NJ

Business Analyst, Content/Knowledge Management

• Supported Mellon Bank with IBM Content Manager project to develop Kofax capture process to ingest financial information (documents and data) from various external feeds and capture devices into IBM CM for “lights out” operations.

Confidential, Columbus, OH

Business Analyst, Content/Knowledge Management

• Project management and business consulting to put in enterprise processes and procedures for intranet and internet based litigation support (Asbestos class action suit) system based on FileNet, Documentum, Excalibur, Onbase, and other imaging, workflow and document management technologies, including such interchange methods as EDI and XML. IBM mainframe transaction processing in an image enabled environment. Siebel and SAP integration leadership

Confidential, TX

Director, Professional Services

• Responsible for management nationwide professional services organization deploying imaging, workflow, and electronic document management solutions including those deployed over the Internet with large to enterprise systems, and clients. FileNet, Kofax, InputAccel (Captiva), Hyland Onbase, and OTG on NT and Unix are primary platforms.
• Implemented internal imaging workflow system for corporate and field offices over the Internet (EDI and XML), to include business process re-engineering. Worked with META Software products to workflow development. SAP ERP integration with FileNet project. Implemented software/product quality program based on CMM and ISO 9000.
• Total day-to-day and strategic management and P/L responsibility. Pre sales and post sales staff responsibility. Banking and Insurance verticals. Several projects were to implement integration architectures to join disparate systems and business units due to ACS M&A or consolidation.

Confidential, Phoenix, AZ

CIO EDM Business (Sales, Marketing, Services)

• Strategic corporate leadership with internal information system, and planning and implementation and the development of imaging & document management business. The imaging business activity consisted of such responsibilities as selection and management of reseller partnerships (Captaris, FileNet, Fujitsu, Hyland, Kofax, Distributors, etc), development and management of imaging sales & technical support staff, and new business development. Sales and marketing strategic planning. Direct customer contact with full cycle sales involvement. Customer relationship management leadership. Marketing presentations.
• Negotiated largest company contract at the time for on-site document imaging & backfile conversion project at major package delivery service for their aircraft maintenance records.

Confidential, New York

Regional Technical Staff Manager / Consultant

• Reporting to the Regional VP of Sales, Confidential managed technical staff (pre sales and post sales) for WANG's Federal System Division (FSD) supporting the sales and implementation of the OPEN/image and OPEN/workflow product line.
• Worked with major opportunities as direct and indirect Project Manager. Responsible for all aspects of organization including employee management, P/L and goal setting & achievement. Top secret security clearance.
• Assigned as direct Wang liaison to the US State Department's Secretariat's Office for technology related opportunities and support. Lead implementation of global imaging system with support from IBM 390 mainframe as data repository.
• Worked on implementation team that deployed the initial secure email system between the State Department and the White House (PROFS to Wang Office).
• Worked with State Department vanguard team to set up secure IT systems and communications at US Embassies when the Secretary traveled worldwide.

Confidential

Automated Data Processing Manager/ Programmer Analyst

• Worked with classified team to implement and deploy Wang computer systems and applications. Responsibilities included developing integrations with IBM and DEC systems. Top secret clearance work for the Intelligence communities.