Neelima Kelly

Summary:

Over * years of all encompassing experience as an iRise Expert/ UI Business Analyst and in all phases of System

Development Life Cycle (SDLC).

Extensive User Experience, Digital marketing and creating interactive visualization by using iRise Studio, Axure RP and

JustinMind in multiple projects.

Proficient in developing detailed wireframes, determining flows, mockups, and other product deliverables from low to

high fidelity, efficient in communicating designs and requirements with the stakeholders.

Expert in User Experience Research working with business and technical stakeholders from various departments to

conduct user research activities in multiple projects.

Extensive UI experience in using iRise Studio, Photoshop CC, Axure RP, MS Visio and multiple other visualization tools

to provide high fidelity or interactive working preview of an application for the better understanding of proposed

functionality in multiple web based projects.

Proficient in providing UI framework for the entire solution and review interactive UI demo with the stakeholders of the

project.

Proficient in Requirement Elicitation, Requirement Gathering, Requirement Management and Documentation in multiple

projects.

Proficient in creating BRD, FRD, BPMN Process Flows, Interactive Prototypes and Use Cases by using Caliber RM,

Caliber RDM, EA, Rational Rose, Requisite Pro, MS Visio, Snag it, iRise Studio and various other tools.

Expert in performing user research, validate usability, set up interactive scenarios by using iRise Studio and Photoshop in

multiple projects.

Expert in creating scenario’s on the basis of UX requirements and rules by using visualization tools for example iRise

Studio, Axure RP, JustinMind and Photshop CC.

Effectively interacted with customers and Subject Matter Experts (SME) to gather business requirements across multiple

business process areas.

Expert in designing User Interfaces and set up business logic to create high fidelity simulations by using iRise Studio and

other tools..

Proficient in creating Current state and Future state process flow diagram by using MS Visio and other tools.

Extensive experience in using iRise visualization tool to provide high fidelity working preview of an application for the

better understanding of proposed functionality in multiple projects.

Expert in creating RTM (Requirement Traceability Matrix) in multiple projects and provide recommendation for meeting

gap between BR’s and FR’s.

Expert in using iRise simulation tool for creating text specification, use cases, excel sheets, static screen shots and

complex business process flows.

Expert in writing very detailed Use Cases structured Basic scenarios, Alternate Scenario, Exception Scenario, UML

Diagram, Process Flow Diagram, Wireframe and other elements by using different tools for example iRise, Caliber RM

and Caliber RDM.

Extensive experience in creating Context Diagram, Business Process Flows, Activity Diagram, Use Cases and UML

Diagrams using various tools like MS Visio, Enterprise Architect, iRise, Caliber RM and Caliber RDM.

Strong experience in coordinating Joint Application Development (JAD) sessions and interviews to converge towards a

design acceptable to the customer and feasible for the developers.

Expert in project assessment, functional analysis and requirements gathering and converting business requirements into

functional requirements.

Interacted regularly with development team, database designer, system administrator and the senior management to meet

the deadlines of Project milestones.

Adept in performing Gap Analysis, Feasibility Analysis and SWOT Analysis to check the compatibility of the existing

system infrastructure with new business requirements.

Proficient in writing detailed use cases, developing test cases, working with QA teams during testing.

Expert in configuring and creating workflows for functional requirements.

Effective in working with business stakeholders, VP’s, MD’s, Support Managers off site and on site, Senior Project

Managers, Project Managers, Solution Architects.

Facilitated user acceptance testing with stakeholders and business users.

Excellent Analytical skills to understand the business process and Functionality, Requirements and translate them to

system requirement specifications.

Extensive knowledge of UML modeling, Drawing Sequence Diagrams and Activity diagram using tools such as

Microsoft Visio and Rational Rose.

Expert in SDLC processes including waterfall, Agile, and Extreme programming.

Hands on experience in using RUP, Requisite Pro, and Rational tools, MS Visio, UML Modeling – use case documents

use case diagram, object diagram and documentation of methods and attributes.

Excellent experience in MS Office Suite, MS Project, MS Visio and gathering user requirements and technical

documentation.

Well versed in data manipulation and analysis. Write queries and sample/select large data sets from disparate data

sources using SQL and other tools.

Conducted functional walkthrough, User Acceptance Testing (UAT) sessions, and assisted the development of User

Manuals for customers.

Exceptional communication skills, Result oriented professional who combines formal education/certifications with

experience gained from research and hands on opportunities.

Education: Master’s in Business Administration in Finance.

Skillset:

MS SQL Server, MS Access, Erwin, SQL*Loader, SQL, PL/SQL, iRise Studio, iRise Reader,Photoshop Axure RP, Caliber RM,

Caliber RDM, Clarity, Snagit, Rational Rose, Rational Requisite Pro, Rational Clear Quest, MS Visio, PVCS Tracker, HP Quality

Center, Mercury Test Director, Load Runner, MS Project, MS Office, MS Excel, MS Outlook, MS Share Point, MS DOS,

Windows Vista/XP/9x to 2k..

Projects Summary:

UPS, Paramus/Wayne, NJ 06/2013 Present

UI Business System Analyst/ iRise Expert

UPS is a world wide well recognized company which delivers more than 15 million packages a day to more than 6.1 million

customers in more than 220 countries and territories around the world. The objective of the project is to enhancement of pricing

systems for Sales Force User and enhance New User Navigation and Experience at ups.com.

Responsibilities:

Expert in creating designs or wireframes using iRise Studio and multiple tools for enterprise web applications and

reviewing with key stakeholders for the proposed functionality.

Proficient in prototyping using HTML and CSS3 and conducting UI demo with the stakeholders from the different

departments.

Proficient in creating “As Is” and “To Be” process flow to determine the process and structure the requirements.

Proficient is setting up business logic to create interactive simulations and prototypes to elicit the requirements and

determine the business rules.

Extensive experience in using iRise visualization tool and Photoshop to provide high fidelity working preview of an

application for the better understanding of proposed functionality in multiple projects.

Proficient in Peer Reviewing BRD and FRD and providing feedback and suggestions in the form of recommendations.

Expert in developing visualizations and creating multiple flows in one scenario to stabilize the requirements.

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Proficient in creating high fidelity simulations by using iRise Studio and conduct demos’ with the stakeholders of

different departments to get sign off on functional requirements.

Expert in mapping the functional requirements in iRise Studio and conduct demo’s & walkthrough with the team

members from various departments to finalize the functional requirements and create real time prototypes of the

proposed functionality.

Proficient in making updates in iRise on the basis of feedback from stakeholders and changes in Functional requirements

and scope.

Expert in impact analysis how the functional requirements impact on various systems and creating FR Matrix.

Proficient in mapping User Interface Specifications with the functional requirements and visualized in iRise studio.

Expert in using iRise simulation tool for creating text specification, use cases, excel sheets, static screen shots and

complex business process flows.

Expert in creating Requirement Traceability Matrix in multiple projects and write the recommendations to meet the gap

between traceability of Business Requirements and Functional Requirements.

Proficient in conducting Peer Review and provide feedback to improve in writing requirements and creating process

flows following RDM pattern.

Effectively interacted with customers and Subject Matter Experts (SME) to gather business requirements across multiple

business process areas.

Expert in writing very detailed Use Cases structured Basic scenarios, Alternate Scenario, Exception Scenario, UML

Diagram, Process Flow Diagram, Wireframe and other elements by using different tools for example iRise, Caliber RM

and Caliber RDM.

Expert in writing Meeting Minutes, identifying Key Decisions and Action items and posted to the team members after

the Work session.

Extensive experience in creating Context Diagram, Business Process Flows, Activity Diagram, Use Cases and UML

Diagrams using various tools like MS Visio, Enterprise Architect, iRise, Caliber RM and Caliber RDM.

Proficient in conducting Kick off meeting and recurring FR meeting sessions, interviewing stakeholders on individual

basis to elicit and gather requirements.

Proficient in creating Business Requirement Documents (BRD), Functional Requirement Specification (FRS) document,

User Requirement Specifications (URS) document, Use Case Diagrams, Activity Diagrams, and Sequence Diagrams

using MS Visio and Rational Rose.

Environment: Window 7, iRise Studio, iRise Reader, Axure RP, Photoshop MS Office Suite,, MS Visio, MS Outlook, MS Paint,, Snag it, Caliber RDM, Req Pro, Clarity, MS SQL Server.

Federal Reserve Bank, VA 08/2012 – 06/2013

UI Business System Analyst/iRise Expert

Federal Reserve Bank deals with all kinds of cash services provided to depository institutions. The objective of the project was to

replace the legacy system by banking replacement system to automate and streamline the processes which increase the operational

efficiency in day to day operations.

Responsibilities:

Proficient in iRise tool for creating snapshots like the final product and created an accurate visual model for the ‘To Be’

system to produce specifications of the proposed functionality.

Proficient in creating mock ups and high fidelity prototypes for the proposed functionality by using Axure RP, Snag it,

Paint and other tools.

Expert in working with development team to identify system solutions.

Proficient in writing business and system use cases and validate it with the functional requirements. Expert in creating

Activity Diagram of the process flow, Use Case Model, Wireframe and structure the Use Case Scenarios Basic Path,

Alternative Path and Exception Path (traceable to requirements), Created Business Rule and identify Missing

requirements.

Strong ability to communicate and interfaces effectively with business units, technology teams and support teams and

individuals at all levels of the organization to understand and document requirements (such as functional, interface, and

GUI designs).

Proficient in working with EA tool to document Use Cases.

Expert in gap analysis to identity the functional requirements not referenced in the use case or in scenarios.

Proficient in requirement elicitation process and using various techniques like brainstorming, interviewing, requirement

surveys, facilitation of collaborative sessions, JAD sessions and focus group.

Analyzed, synthesized and compiled raw material information gathered during elicitation into forms useful to both

technical and non technical stakeholders.

Proficient in conducting requirements reviews at different stages of the process.

Obtained sign off on requirement packages.

Performed impact analysis of new and changed requirements.

Extensive experience in working with Agile Scrum methodology

Environment: Window 7, Enterprise Architect, iRise Studio, Axure RP, MS Office Suite, Lync, MS Visio, MS Outlook, MS

Paint, HP Quality center, Snag it, Caliber RDM, Clarity, MS SQL Server.

PHH Mortgage, Mount Laurel, NJ 07/2011 07/2012

UI Business Analyst

PHH Mortgage is recognized as an industry leader in mortgage services. The Project was to use a third party analytical tool to

evaluate appraisal data in order to increase efficiency, data accuracy and control over the correctness of data and to give more data

information to Underwriters which increase their ability to make better decisions.

Responsibilities:

Worked extensively with SME’s including heads in areas of Credit risk, Processing, Closing and Underwriting

department and expertise in understanding, extracting, refining and documenting the User and Business Requirement

Specifications in the BRD and FRD.

Proficient in creating interactive prototypes of the proposed functionality in multiple UI Projects by using iRise Studio.

Proficient in creating Current and Future State Process Flow in multiple projects by using MS Visio.

Proficient in writing business and functional requirements on the basis of stakeholders’ interviews, brainstorming,

Created vision, scope, and use case documents; business process models, use case diagrams, activity diagrams and

process flow diagrams by using MS Visio.

Proficient in using Caliber RM and Caliber RDM in documenting the requirements as well as visual presentation to

illustrate the clear picture of proposed functionality.

Facilitated discussions involving key stakeholders from both business side and IT side to elicit high level requirements

and estimate project feasibility, designed and conducted survey among different end users including business users to

collect detailed requirements, and documented business and functional requirements according to interviews and user

surveys.

Proficient in creating fully dressed use cases to project proposed functionality by using MS Visio.

Proficient in creating snap shots by using combination of different tools for example Snag it, MS Paint and Caliber

RDM.

Proficient in Kickoff FR Meeting and Recurring meeting every week on the basis of functional requirements. Created

Agenda, Supporting documents and Meeting minutes for each FR Meeting.

Proficient in elicitation and gathering of requirements during inception phase documented and delivered functional

requirement document.

Proficient in conducting walkthrough, demos, preparing questionnaires, interview, brainstorming and presentation of the

proposed functionality to stakeholders to filter the requirements.

Comprehensive knowledge of Software Development Life Cycle (SDLC), having thorough understanding of

various phases like Requirements, Analysis/Design, Development and Testing.

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Environment: Window XP, MS Office Suite, MS Visio,iRise Studio, iRise Reader, MS Outlook, MS Paint, HP Quality center,

Snag it, Caliber RM, Caliber RDM, Clarity, MS SQL Server.

AIG Chartis, Jersey city, NJ 06/2010 06/2011

UI Business Analyst

Chartis is an organization of problem solvers, from underwriting through claims. The Project was to create Foreign Casualty

Program to Quote New Business Casualty and re aligned the workflow description documents to confirm to either the existing or

the new business rules and/or adopt the Business rules to newer underwriting cycle processes.

Responsibilities:

Analyzed and documented business requirements through Business Domain Models, Business Process Maps, Use Cases,

Mockups, Prototypes, and Data elements.

Expert in understanding business processes and requirements and then translated them into requirement documentation.

Expert in creating simulations by using iRise tool to provide a clear picture of proposed functionality.

Proficient in creating mock ups for the system by using Paint and other tools.

Expert in working with development team to identify system solutions.

Strong ability to communicate and interfaces effectively with business units, technology teams and support teams and

individuals at all levels of the organization to understand and document requirements (such as functional, interface, and

GUI designs).

Proficient in Use case documentation, expert in UML: Use Case Diagram, UML Use case model, Fully Dressed Use

Case, System Use Case vs. Business Use Cases, Use Case Scenarios, Primary and Alternative, Use Case Extensions, Sub

Use cases and Business Rules.

Developed test cases with QA team and helped to develop test scenarios for system testing, integration testing and

performance testing.

Conducted system testing, quality assurance testing, user acceptance testing, and user training sessions as needed to

support functional and maintenance releases.

Established traceability matrix for the current processes and proposed changes.

Expert in creating new work flow documentation for different products and performing Gap Analysis,

Feasibility Analysis and SWOT Analysis to check the compatibility of the existing system infrastructure with new

business requirements.

Interacted regularly with development team, database designer, system administrator and the senior management to meet

the deadlines of Project milestones.

Effective in working with business stakeholders, VP’s, MD’s, Support Managers off site and on site, Senior Project

Managers, Project Managers, Solution Architects

Proficient in working with off shore team.

Environment: Window XP, MS Office Suite, MS Visio, iRise Studio MS Outlook, Ms Access, MS Paint, Fiddler, PVCS Tracker,

QA Matrix, MS SQL Server.

Broadridge Financials, Jersey City, NJ 11/2009 06/2010

Business Analyst/iRise Expert

Broadridge is a leading full service outsourcing provider to the global financial industry, capable of meeting the most demanding

requirements for efficient, secure and scalable operational support. The objective of the project was to create Physical Delivery

Units to ensure timely availability of delivery tickets to system users.

Responsibilities:

Planning, requirements gathering, design documentation, testing of back office security applications.

Proficient in creating Process Flow Diagram to communicate the team members about the functionality input, processes

and output. Furthermore, expert in designing user interface screens and write specific user requirements to the point.

Created functional specification documentation that consists of use cases, including documented workflows and business

rules; screen prototypes and user and application interface designs to communicate planned system functionality.

Created wireframes/mockups for the system using iRise simulation tool, snag it and other tools.

Worked on gap analysis between the system being sunset and the new system and wrote the requirements for the

functionality needed to fill the gaps.

Participate in identifying user requirements by working on teams with a number of key individuals representing business

and technology.

Expert in writing requirement document, communicate, and review requirements with project team members.

Proficient in resolving user requests e.g. configuring workflow, creating Business Services to provide user with

automation of creating Lead through Response etc.

Expert in writing functional specifications using UML models including user case diagram, activity diagram, and

sequence diagram, and collaborated with software architects and developers to ensure that the applications conform to

the requirements and helped to understand the business flow and account relationships in accordance to the specific

databases and tables involved in development.

Development of testing plans, scenarios and scripts and participate in user acceptance testing (UAT).

Excellent experience in MS Visio, Snag it, MS Office Suite and MS Project, and gathering user requirements and

technical documentation.

Environment: Window 7, MS Office Suite, iRise Studio MS Visio, Snag it, MS Outlook, MS Project., Test Director.

Goldman Sachs, Jersey City, NJ 11/2008 11/2009

Business Analyst

Goldman Sachs is a leading global investment banking securities and investment management firm that provides wide range of

services worldwide. The objective of the project was to Upgrade of trade management system (including legacy system and

development of intranet) to ensure timely availability of trading information for the system users including brokers and

institutional clients to conduct trade activities including purchases, exchanges and cancellations over the web .

Responsibilities:

Assisted Project Manager in maintaining and monitoring project progress and status using MS Project, providing high

level estimates of efforts for analysis, implementation and support of application, estimating delivery schedule and

resource allocation.

Expert in using iRise simulation tool to create text documents, spreadsheets, flow diagrams, static screenshots and

wireframes to communicate clearly between business and IT stakeholders.

Proficient in Root Cause Analysis and expert in identifying inefficiencies in the processes.

Expert in Current and Future State Process flow by using MS Visio.

Strong understanding of Front, Middle and Back Office Operations and analyzed and proposed enhancements, including

automation, to improve the processing of security settlements for Operations.

Worked on enhancements to the system to improve the process for settlements for back office operations.

Involved in Prime Brokerage Technology quality assurance analysis and testing and supported UAT.

Worked on requirements gathering, Internal and External Client reporting, testing and quality assurance for Prime

Brokerage applications for trading fixed income, equities, Options, Swaps, REPO, ABS, CDS and MBS products etc.

Prime Brokerage application Excalibur is a trade entry and trade management application and it services hedge fund

clients.

Expert in understanding of trade lifecycle and work flow of the securities trading industry.

Expert in understanding middle to back office derivative hedge fund accounting processes .

Assisted Project Manager by conducting research and analysis, and accurately and clearly defining user requirements and

processes to assist in the resolution of highly complex, multi faceted business needs for the business solutions of Market

risk and Credit risk Management and their support units which involved in participating in rapid prototyping, with

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requirements and solutions developed on an iterative basis that provides interim deliverables until a final production

solution is created.

Identified and documented business needs and created detailed Use Cases using UML, and collaborated with production

team to identify and map detailed existing processes, identify system gaps and developed functional requirements

documentation (FRD) that supported overall strategy, goals and objectives..

Strong experience with Derivatives (i.e. SWAP,Option,futures)

Collaborated with project manager to define project scope, risks and determined appropriate methodologies to apply

based on Scope/Vision documents, and developed project time lines for on time delivery based on SDLC methodology

Facilitated discussions involving key stakeholders from both business side and IT side to elicit high level requirements

and estimate project feasibility, designed and conducted survey among different end users including institutional users,

brokers to collect detailed requirements, and documented business requirements according to interviews and user

surveys.

Maintained Traceability Matrix for the current business processes and proposed changes.

Mediated users and stakeholders conflicts on requirements through JAD sessions.

Examined Order Management System (OMS) to ensure compliances with upgrade requirements, and generated

documents for the workflow of existing system and desired system that involve Cash flow Analysis, Portfolio Analysis,

Order Initiation, Order Execution, Trade Clearing, and Booking, and performed gap analysis.

Wrote SQL Queries extensively against different databases, generated different reports and analyzed the data them as per

the company requirement.

Involved in business and functional analysis for applications, data flows and methodologies.

Expert in creating data models by using MS Visio.

Derived functional specifications using UML models including user case diagram, activity diagram, and sequence

diagram, and collaborated with software architects and developers to ensure that the applications conform to the

requirements and helped to understand the business flow and account relationships in accordance to the specific

databases and tables involved in development.

Established traceability matrix using Rational Requisite Pro to trace completeness of requirements in different SDLC

stages, and managed changes requests; controlled, tracked and monitored change requests using Rational Clear Quest to

enable successful interactive development.

Developed test plans with QA team and helped to develop test scenarios for system testing, integration testing and

performance testing.

Conducted UAT, documented and reported user feedbacks to management team, and developed training materials for

different end users and assisted in User Training for the new system.

Environment: Windows XP, MS SQL Server, iRise Studio,MS Office Suite, Visual Studio, MS Project, HTML, XML, Rational

Request Pro, Test Director.

HTC Global Services, TROY, MI 11/2007– 11/2008

Business Analyst

HTC Global Services Inc is a global provider of IT Solutions and Business Process Outsourcing services. The objective of the

project is to create Sales Force Automation (SFA) to serve as a single point of information for Sales, Server Build Team and

Service users.

Responsibilities:

Responsible in understanding Business User and mapping requirements to functionality (Screens and Views, Workflows

etc) and being able to provide solution for the requirement.

Organized and determined impacts on applications based on changes to the business requirements.

Maintained well balance among business relationships, business requirements and technical solutions.

Conducted JAD sessions with business unit owners and portfolio team to capture business requirements and system

behavior.

Identified and documented issues, risks, gaps and their impact to the project life cycle. Provided recommendations and

alternatives. Analyzed the Gaps for Training purposes.

Developed the screen flow for gathering and creating prospect lists, sending emails based on campaign to prospects and

gathering information on the prospect conversion rate to customers.

Responsible for developing and designing scopes, cost proposals for the project according to the Statement of work.

Developed work services estimate, designs and Statement of Work.

Held and attended presentations and meetings to coordinate efforts among all the groups, leading the inception phase.

Responsible for improving sales visibility, increasing customer satisfaction and expediting sales cycles using Order

Management Tools.

Responsible for processing and reviewing the entire life cycle of Sales orders and Quotes.

Have good knowledge in solving different scenarios related to Sales Order Management.

Proficient working on MS Office and MS Visio for note taking and developing Use Case diagrams.

Developed the Test plans for quality assurance based on functional requirements.

Created test cases and Test templates and guidelines to be used by the QA team.

Creation of User Interface Object Definitions such as BO’s, Applets, Views, Screens in the application, Pick Applets,

Pick Lists, MVG’s, and Associate Applets to achieve the client business functionality.

Facilitate Customer’s understanding of Siebel’s current leading configuration practices.

Resolving user requests e.g. configuring workflow, creating Business Services to provide user with automation of

creating Lead through Response etc.

Participated in the requirements gathering sessions, documented the notes and prepared the Requirements Specification

Document.

Environment: MS SQL, PL/SQL, UNIX, MS Project, MS Office Suite, MS Visio, HP Quality Center, Mercury Test Director.

Morgan Stanley, Manhattan, NY, 12/2006 10/2007

Business System Analyst

Morgan Stanley is a leading global investment bank with one of the largest client basis in the world. It provides financial services

for consumers, small business, commercial banking, financial transaction processing, asset management, and private equity. The

objective of the project was replacing the existing system by new electronic CIS (Client Investment Services) portal so customer

can view all type of required information’s at one place.

Responsibilities:

Conducted extensive meetings to understand the business model and processes, documented and gathered the business

requirements, and carried out implementation of new derivative products.

Worked extensively with SME’s including heads in areas of fixed income derivatives, options, swaps, futures and risk

managers in understanding, extracting, refining and documenting the User and Business Requirement Specifications in

the BRDs.

Extensively worked on Agile Methodologies specifically on Extreme Programming.

Worked with SME’s of Corporate Actions to better understand the impact and document the Business Requirement

Specifications.

Created Use Case Scenarios and maintained the Use Cases (Business Use Cases, System Use Cases) and modeled Use

Case Diagrams, Activity Diagrams, Business Flow Diagrams, revised functional specifications and other core materials

throughout the System Life Cycle

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