As an analyst, here's what I typically do:

• I help the firm identify its native, natural business services without bias toward the existing systems and processes which are usually the problem and need to be wrapped up .
• I break the services down into irreducible components irreducible units of business logic . These units tend to be very stable with respect to the structure of their rules and process.
• I write rigorous use cases I have the template describing each unit of business logic each component , including the decisions that can be automated.
• I abstract and document the rules so the process becomes thinner and much more configurable like a true service.
• 5 I document the rules either by converting them to data in tables, or by describing the rule set in order. I have a syntax I recommend for doing this.
• The benefit of this analysis is the rapid coding of reusable and highly configurable business service components. The abstracted rules can be imported into any existing rules engine. The components very often exploit existing legacy systems which can be called.
• Even if you are not adopting a Service Oriented Architecture this approach increases the speed and quality of the software development life cycle. It is compatible with Agile methods. Nothing speeds up development like relieving the developers of having to figure out the business rules themselves. If your analysts are not doing business rules abstraction and documentation, then they are not doing the job.

Chronological Summary of Consulting Experience

Please note: These are 6 month to 4 year consulting assignments doing business as a corp to corp subcontractor to various consulting groups, unless otherwise indicated.

Business Architect, Service Oriented Analysis and Design, Business Rules Abstraction

Confidential

• Service identification, service analysis, and service design, including business rules abstraction and the documentation of rule sets by service. Table driven business service solutioning service specification as the start of a service repository . Developed a customized service oriented analysis and design methodology including key templates and UML artifacts the adaptation of SOA to an environment that needed to start modestly. Analysis of the logical, process, OO, SOA, and implementation models before and after. Business rule design. Used SOA to illustrate optimized technical integration pathways between the mother company and acquisitions.
• Established a repository for the enterprise business model. Designed aspects of the client onboarding process including the abstraction of business rules from the onboarding process as the foundation of further automation. Helped the firm identify business including revenue opportunities in the technical model for example business rules abstraction into web based configuration tools that added value for customers made it possible for customers to directly control the rules governing some processes .

Project Manager Program Analyst, Wachovia Merger

Confidential

• Supported the transition of Wachovia document management processes to the surviving Wells Fargo systems. Served as the Program Analyst and managed one of the three program projects.
• Designed the logical structure of the program program objectives, key questions and communication plan, and standard project plan and a program database for accumulating and managing program knowledge. Designed the executive information program reports and automated the reporting process with VBA code.
• Was responsible for the project that made Wells document management operationally ready for the additional volume and new business rules.

Technical Project Manager, Middleware, Service Oriented Architecture

Confidential

Managed multiple projects in the Enterprise Business Services area middleware . This included coordinating with TIG PMs and Business Sponsors, completing the functional specifications and designs, the test plans, and QA certification. Brought two yellow projects to green status by introducing a new process for coordinating client engagement and testing.

Application Architect/Business Architect

Confidential

A start up devoted to the creation of the ultimate marketing management system based on a new object oriented framework for marketing. Developed the object model and class model for the application.

Senior Business Analyst Business Intelligence Design

Confidential

Developed information designs and analytical models for assessing the marketing process during the annual enrollment period.

• Developed analysis models for tracking planned versus actual leads and sales.
• Developed VBA tools and architecture for automating the analysis models.
• Developed an analysis model for predicting call center volume from the advertising function/lead estimates that was amazingly accurate.
• Assorted other marketing analysis models.

Technical Project Manager and Engagement Manager, Service Oriented Architecture

Confidential

• Served as a project manager for the Technology Information Group TIG at Wells Fargo Home Mortgage in support of the major multi-year CORE Common Opportunities, Resources, Experiences project implementing Service Oriented Architecture including the abstraction of rule sets and the implementation of a rules engine. Areas of responsibility included the mission critical Pricing, Fees and Compliance services, the Default Data Service, and the Eligibility Service all located in the Deal Decisioning region of the project. Some time was spent also in the product engineering process and the eligibility service, the key objective of which was speed to market with new products. An ancillary function was serving as the day to day engagement manager for an IBM subsidiary Palisades Technology which developed and implemented the rules and some functionality for the pricing, fees and compliance services.
• Developed the project plans for the services and kept them integrated with the larger plans for Deal Decisioning and the project as a whole.
• Published status reports.
• Managed issues and risks.
• Wrote the SOW for the services.
• Engagement Manager: Managed the relationship with Palisades Technology Partners. Budgeting was included in the SOW.
• Created a defect and change management process, including a template that was adopted by other services.
• Developed the project plan for a Loan Economics application that was developed and implemented off release.
• Provided the initiative and leadership to keep the eligibility service component from languishing, eliminating a major risk for the project.

Project Manager/Business Analyst

Confidential

• Served as project manager, senior business analyst and business consultant. Introduced a policy implementation process for making system rules traceable back to policy through declarations and interpretations. Wrote/Edited the major policy and process documentation.
• Surveyed the enterprise to document all of the use cases where valuation models were utilized.
• Wrote and helped edit a major new corporate policy governing the use of valuation models.
• Wrote and edited documentation of the process for testing, validating, approving and implementing valuation models in the lines of business.
• Evolved and administered the project plan.
• Identified and proposed approaches to project risk.
• Consulted on the nature of the problems and opportunities in the arena.
• Designed/proposed new process design for resolving problems and increasing the overall efficiency of oversight operations.
• Mentored a business rules management approach for implementing policy rigorously and transparently in lines of business.

Project Manager / Lead Business Analyst

Confidential

• Served as an executive, project manager, senior business analyst and business consultant. Introduced RUP and use case driven application development, business rules abstraction and architecture, and integrated strategic business models.
• Use case driven development through an agile version of the Rational Unified Process.
• Use case and business rules analysis and architecture for the Incentive Plan Management System.
• Use case and business rules analysis and architecture for the Loan Exchange System.
• Served as an executive and senior business analyst in supporting the ramp up for the 2003 rate rally, and the subsequent ramp down.
• Developed a framework for a work unit productivity model at WFHM and documented how to logically integrate that model with several other key models including the capacity model, the cost accounting model, the cycle time model, the throughput model, and the staffing model.
• Project managed the design and development of the WFHM Loan Exchange System supporting load balancing between processing centers.
• Served as senior business analyst and systems analyst for the development of the Incentive Plan Management System, insuring the abstraction of the business rules from the processes and direct management of the rules by the business through a web interface.
• Developed a web syndicate based publish and subscribe solution design for ad hoc data collection and distribution.

Lead Business Analyst

Confidential

• Lead the effort for the development of requirements for a high profile strategic project commissioned with developing the product architecture. This included business and system use case modeling and business object definition.
• Introduced the project to the strategic design issues relating to the product engineering object model.
• Introduced use case analysis to a large audience of domain experts and business analysts.
• Mentored the fast track production of business requirements.
• Installed and mentored use case analysis in the BA area of United Behavioral Health a subdivision .
• Five day course in business requirements and use case analysis.
• Use case development, mentoring and instruction for the Product Benefits Database project at UHG.
• Use case instruction, mentoring and development at UBH.
• Business object model instruction and mentoring.

Lead Business Analyst

Confidential

• Educated users on how to plan and conduct use case sessions define a common approach to be used outline practical tips for implementation provide traceability of the business requirements through the Concept/Design brief status and throughout development.
• Created the documentation and lead a group of 13 business analysts, program managers, architects and other stakeholders in a workshop designed to create knowledge and awareness around use case methodologies and processes.
• Designed and delivered a course on use case analysis and model driven development.
• Mentored the development of the use case model use case survey and hierarchical use case model for a major CRM project.
• Provided on-going training/mentoring to the project team.

Senior Project Manager and Business Architect

Confidential

• Senior Project Manager for the Product Architecture project. This project worked toward changing the data model to support product management including rule based offering and offer definitions, and providing a business rules based software architecture approach in an application designed to manage marketing related processes. This application was intended for use on a WebMethods based transaction center, where it could publish business rules that other applications could subscribe to.
• Also serving as the chief business analyst developing the product related aspects of a business object model, guided a current state analysis of the new product introduction process, and introduced RUP methods and models. Both the current state and future state business analysis was published in terms of UML models including the business model, the business use case model, associated collaboration diagrams, sequence diagrams and text-based business use cases.
• Wrote all project management documentation including the business case, product description, work breakdown structure, schedule and so on.
• Provided project risk analysis.
• Piloted a RUP approach to the business analysis and business requirements.
• Presided over a comprehensive current state analysis of the product introduction business process.
• Designed new product architecture: Developed a problem analysis and an object oriented business model as a solution design. This was specialized for the mortgage lending industry.
• Introduced GMAC RFC to business object modeling and contributed to the vision of an integrated enterprise model.
• Advised the CRM project in support of integration.
• Produced a set of business use cases to accompany the business object model.
• Supported an event-response analysis based on the model.

Business and Systems Analyst

Confidential

• Charged with introducing use case analysis to streamline the application upgrade cycle for Nistevo Corporation, a leader in the Transportation and Logistics Services business.
• Developed a systems use case model for a web based logistics exchange.
• Research and wrote business and automation use cases for an upgrade of the exchange.

General Manager, Account Manager W2

Confidential

• As the General Manager of a small Internet start-up, established the operations, wrote the business plan, defined the business case and use cases for distributors and end-users, managed the development project, and collected requirements from customers.
• Helped customers plan the how, where, and when of implementation, including the reengineering of processes.
• Lead the development team with program design and the overall architecture of the solution, emphasizing mark up language technology.
• Created a business plan and risk assessment that was accepted by garage.com, where less than 1 of the plans submitted are ultimately listed.

Mayor

Confidential

This leadership role included community organizing, political and campaign strategy, campaign management, the design and execution of scientific surveys, fundraising, speaking, debating, writing, risk and issue analysis, policy-making and general management. It also involved interfacing with the agencies of the State of Minnesota and participating as a voting member of the governing council mayors' council South Lake Minnetonka police and fire departments. Responsible to the taxpayers for the disposition of a million dollar plus annual budget. Worked with four other city council members to develop and execute the strategic planning of the city. Also involved the management of law suits involving the city.

Founder, General Manager W2

Confidential

• As the Founder and a manager of an Internet startup, constructed the original Toro web site, including distributor and reseller applications. Also constructed the original Sportsman's Guide site, in combination with an outbound e-mail marketing system, which quickly turned the Web catalog into a very successful venture.
• Worked with an agricultural industry start-up to develop the assessment, information architecture and Web architecture of a supply chain and demand chain.
• Primary project manager, account manager, and business analyst.

Business Intelligence Manager for Retail Banking W2

Confidential

• As a Business Intelligence Designer and Information Technology Manager for a division of a large national banking system, headed up an IT department that offered database analysis, business intelligence design, executive information, LAN and PC support, as well as custom client-server development.
• Information architect, responsible for designing and programming executive information systems including the factoring of multiple risk variables into single data points and executive summaries.
• Served as primary project manager for a host of initiatives. These included sales force automation and office automation.
• As the chief business analyst, worked on the business case for reengineering several processes including the IT architecture of an insurance division.

Senior Business / Market Analyst W2 /Report Design and Coding

Confidential

• As a Senior Market Analyst for a large legal publisher selling content over dedicated networks and the World Wide Web, designed and programmed executive information, summarized market data, project managed custom report development.
• Designed the databases for his reporting systems, designed the interface, programmed the production processes, and managed the dissemination of the marketing intelligence.