Jonathan D. Lobel

***** * **** ** *******, AZ ***39

602-***-**** acravh@r.postjobfree.com

Expert/Leader: Business Process Engineering, Solution Architecture, Optimization and Transformation Project, Program, Portfolio, Product Lifecycle Management

Certifications: Scrum Master, Project Manager, 6 Sigma Black Belt and Lean Management

Executive Summary

20+ years executive leadership and consulting in Fortune 50, public sector, SMB and start-ups.

Highly adaptive, energetically engaged, articulate, persuasive and passionate teammate with deep experience establishing and leading transformational programs in highly complex environments.

Challenges status quo, unifies cross-functional teams and user community around vision, strategy, technology, tools and best practices for designing for change, creating visible, measurable and predictable operations, continuous improvement and quality assurance programs.

Proven ability to rapidly assess and solution the most challenging and opaque obstacles: gap/root cause and impact analysis, as-is/to-be processes/solutions, model data and entity relationships, KPIs, business logic/rules, UI’s, build use cases, road maps, charters, project plans.

Leads cross-functional teams through SDLC, Project, Program, Portfolio and Product Life Cycles.

Maps value stream, eliminates waste, maxes return on existing and future investments.

Designs processes and solutions automating performance management, accountability, reporting, governance, rules and compliance (GRCs) via incorporation into the process execution layer.

Multi-platform (IBM, Pega, Oracle) enterprise BPM project and program leadership.

Significant experience with p&l, executive leadership, product and service innovation and delivery.

Rare combination of strategic, analytical, technical, creative and entrepreneurial aptitudes.

Hands-on, servant leadership style. Never shies from challenge. Never quits. Always improving.

Domain expertise: PBM/healthcare, information technology, manufacturing (silicon, f&b, pharma, medical devices, textiles, aerospace), banking/financial services, energy and insurance.

Compliance/standards: CMS, HIPAA, NCPDP, EDI, ANSI ASC X12, PHI, SOX, FDA, DEA, NERC/FERC, SEC, HACCP, ISO.

Experience (Full Time Employee)

GalaxE.Solutions 4/2011 – 4/2015 Somerset, NJ

Program Manager/Business Process Engineer (Billable Consultant)

Client #1: Catamaran (now OptumRx/United Health Group) Schaumburg, IL

Lead BPM Architect, Solution Architect, Business Analyst, PM, PgM, Scrum Master, Product Owner

Partner with business and IT leadership to identify, model, plan and execute dozens of high value strategic and tactical business transformation, systems integration, process optimization and software development programs driving operational excellence across the enterprise:

oCustomer On-Boarding

oSOX Compliance & Remediation Program

oIT Service Models

oEmployee On-Boarding

oIdentity & Access Governance

oCase Management

oClient Issue Tracking & Impact Analysis

oSDLC, SQA, Application Lifecycle

oTMO/PMO, Portfolio, Program, Project and Product Lifecycles

oCMS Compliance/STARS

oCustomer Contact Center

oEnterprise Change Management

oFormulary Build & Management

oPBM Plan Set-Up and Maintenance

oMedicare & Medicaid Ops

oEnterprise Performance Monitoring

oAdjudication Platforms: RxClaim, Argus, RxCMS, PBS

oSFDC CRM Implementation

oPegaSystems POC: Medicare Ops

oProvisioning, IT Support Processes

oEIM/Knowledge Management

oData Warehouse, BI, Analytics

oNetwork & Infrastructure Ops

oClinical Systems

oMail Order Pharmacy Ops

oEnterprise Application Inventory, Authentication & Authorization

IT & Enterprise Governance

Tech & Methods: ServiceNow, IBM, Pega, SFDC, RxClaim, DMAIC, COBIT 5, ITIL, DCO, Agile, EDI.

Achievements:

Added 10’s of millions of dollars to the bottom line via analytic/data driven process improvement, strategic and tactical business transformation solutions and waste elimination.

Account: Grew from 1 (myself) to 100+ and position as #1 on/offshore consulting partner.

Client: Transformed from $1B Software provider to $25B PBM. Acquired for $13B cash by UHG.

Client #2 CVS Caremark Scottsdale, AZ

Lead Business Process Architect/Lead Business Analyst

Benefit Builder Program: Automated the intake, cataloging, versioning, composing, reviewing, translating and loading of commercial and government programs (Medicare/Medicaid) benefit plans.

Process and solution design: As-Is/To-Be modeling, BRDs, FRDs, data, reporting and EDI requirements, use cases, user stories, business logic, case management workflow and automation.

Integrated solution: RxClaim (AS/400, iSeries), SFDC, DW&BI platforms

Custom solution later productized by GalaxE. GxCare link

Tech & Methods: Agile, SFDC, AS/400(iSeries), .Net, EDI (834, 820, 999), HIPAA 5010, rules engine, rules and benefits dB, document parsing and generation, XML, CSV

Wipro 9/2010-2/2011 NY, NY

Director, BPM

*BPM Program Director, Credit Suisse

I.T. Delivery Director for Oracle BPM Customer On-Boarding solution for Credit Suisse.

$100+M Enterprise transformation program integrating OBPM, golden copy data warehouse, reference data, compliance, business continuity, GRCs, business logic and DW/B.I. in 10g stack.

Solution Partner: Accenture

Distributed Agile Methodology with cross-functional teams in NYC, London, Zurich, Pune, Singapore

o13 work streams, 100+ cross-functional resources, 22 globally distributed teams.

oOn-Boarding time reduced from 14 months to 5 weeks & cost reduced by 93%

J2B Systems 12/2006-4/2011 Phoenix, AZ

President/Founder/Principal Process and Solution Architect

Led from inception, 3 funding rounds ($10M Valuation), to engagements w/ Fortune 500 clients.

Designed and delivered custom and COTS BPE, BPR, BPM, BPA, OEE, Industrial Automation, Business Process and Manufacturing Intelligence software, hardware and services.

Partial Project List:

Coca Cola Enterprises – Phoenix, AZ

oCustomization and Implementation of Integrated BPM System.

oArchitecture and Implementation of SaaS BPM Solution w/Global User Base(Centralized Production Monitoring and Scheduling)

oArchitecture and Implementation of SaaS BPM/Governance Solution w/Global User Base (HACCP/ISO 22000 Compliance)

Alcoa - Rockdale, TX

oCustomization and Implementation of BPM/Manufacturing Intelligence Solution

Universal Forrest Products – Chandler, AZ

oCustomization and Implementation of SaaS BPM/Manufacturing Intelligence Solution

oArchitecture and Design of BPM System

o6 Sigma Black Belt Process and Quality Data Analysis Project

Westinghouse Nuclear – Windsor, CT

oRemote Configuration and Implementation of SaaS BPM/Manufacturing Intelligence Application

Opticomp – Tahoe, NV

oArchitecture and Design of modular SaaS BPM/ERP/Manufacturing Intelligence System

Sandia National Labs – Los Alamos, NM

oDesign and Implementation of SaaS BPM Solution(Production Scheduling Application)

Crane Energy – Long Beach, CA

oArchitecture and Design of Global SaaS BPM System

oTraining Programs Delivered: Six Sigma, Continuous Process Improvement, OEE, BI, ERP, CRM

Chem Research – Phoenix, AZ

oArchitecture of RFID based ERP/BPM process tracking and optimization solution.

First American Co. – Tempe, AZ

oArchitecture of SaaS BPM Solution(Defect Tracking solution for Document Production)

Fortech Software Consulting 2/2006 - 2/2007 Tempe, AZ

Director Sales and Marketing/Principal Consultant

Conceptualized, designed and implemented business process automation solutions and services

Built and managed IT staffing business unit and designed SaaS Applicant Tracking/CRM

Full Lifecycles in Product Development, Sales/Pre-Sales Engineering and Delivery

Public and private sector clients: IT, Financial Services, Energy/Energy Trading, Manufacturing, Aerospace and Healthcare

Platforms: .Net, Java

Experience (Contract)

-

Princeton Blue (C2C) 1/2011 - 4/2011 Princeton, NJ

Principal BPM Architect Leadership, strategy and pre-sales engineering and solution architecture

PegaSystems (W2) 6/2010 - 7/2010 Cambridge, MA

System Architect Training (Onsite/Classroom) Fast Track, Boot Camp, and Methodology Black Belt

Intel (W2 through Kelly IT and Ensynch) 9/2009 - 4/2010 Chandler, AZ

BPM Analyst/Architect – Internal Consulting Group, IT FLEX

As-Is/To-Be processes, business, enterprise and solution design, requirements (agile Product Owner) authoring, web services, testing and implementation Lombardi BPMS v7(IBM BPM)

Tool Loaner Program: Global Order and Inventory Management System for an Embedded Hardware Test Tool Loan Program. System Integrates Customer Facing Website via Web Services Enabling Two Way Real Time Data Exchange Across Multiple DMZs. Dash boards, Custom Reports, Escalations/Notifications, Workflow Optimization/Leaning and Real Time Process Performance Analysis. System Supports Global Operation.

Enterprise Web Asset Management: Enterprise Content Management and Web Publishing Solution. System Links Internal and External Users, Vendors and Systems Across Multiple DMZ’s and Delivers Real Time Business Process Management, Work Flow, Dash Boarding and Analytics. System Designed to Handle the Workflow associated with Internal and External Content Creation and Collaboration in the Process of Properly Outfitting Multiple Intel.com Websites Support of a Variety of Sales, Marketing, Engineering and Other Divisions. Flexible/Living Business Processes are Created, Displayed and Monitored to Allow System Owner the Ability to Monitor and Improve the Process in Real Time.

Technologies: Lombardi BPM Suite - Teamworks, BluePrint - SQL, Web Services, WSDL, SOA, Sharepoint, Version One, Metastorm (Open Text) Provision Enterprise Architecture Repository, (Knowledge Exchange), MS Project Server, Bugzilla, Clear Quest, HP Quality Center, Visio,

Increased productivity by 70%, reduced errors by 220%, reduced turn-around-time by 950%, reduced cost by 67%, increased client satisfaction by 78%, reduced tool loss by 46%

EDUCATION

Arizona State University

BS Political Science (Expected Graduation 12/2015)

Book of Knowledge

Certifications: Six Sigma Black Belt, Project Manager, LEAN, Agile/Scrum Master

PegaSystems: PRPC Bootcamp & Fast Track v6, Business Architecture v6&7, DCOv7, SmartBPM, PegaScrum, Methodology BB

Lombardi/IBM: Process Discovery & Optimization, Sys Admin, Sys Architecture UI/UX Design, BPM PgM, ODM, Websphere

Oracle: OBPM, Business Rules, Middleware, Object Oriented Design, Data & App Architecture, Information Lifecycle

Metastorm (OpenText): Provision Enterprise Process Architecture

Solution Delivery Framework: MSF: Business & IT Alignment, Clarity of Goals, Roles, Responsibilities, Interactive Milestone Driven Process, Proactive Risk Management, Effective Response to Change

Object Oriented Analysis & Design: Model & Define Problem Sets, SRP, OCP, LSP, DIP, ISP, REP, CCP, CRP, ADP, SDP, SAP

Agile: Product Vision, Backlog, Roadmap, Release Plan, Daily Scrums, Sprint Plan, Backlog, Review, Retrospective, Increment

Business Transformation: BTM2: Getting the Vision Right: Align Change with Current and Future Customer Needs, Create Transparent Current & Future State Models and the Critical Path to Future State, Refining Operational Models (People, Process, IT, Data and Risk), Roadblock Mitigation (Resistance to Change),

Microsoft: Visio, SQL, Project/Project Server, SharePoint, Dynamics, CRM

SAP: Manufacturing Process Optimization, Scheduling, Planning, Reporting and Intelligence

JIRA and Version One: Agile Requirements Management, Agile SCRUM Project/Program Management

Data: Analytics, Modeling (Conceptual, Logical, Physical) Relational, Design Patterns, Queries, Scrubbing, ETL, Integrity

Software Quality: ISO 9001 Factors: Functionality, Reliability, Usability, Reusability, Efficiency, Maintainability, Portability

Operational Quality: Visualization, Standardization, Automation, Compliance, Stability, Human Factors/Error Reduction

Business Architecture: Unify Strategy, Operations and IT to Accelerate Time to Value via Asset Modeling, BPM, SOMA, EA

Leadership/Executive Management: P&L, C-Suite, Vision to Action

Sales/Sales Engineering: C-Suite presentations, RFP, RFI, solution architecture, functional/technical, proof of concept (POC)

SDLC Methods: Waterfall, Verification and Validation, Iterative, Agile, XP

SDLC Phases: Initiate, Conceptualize, Plan, Analyze, Design, Develop, Integrate & Test, Implement, Ops & Support, Sunset

Human Capital Management: Deep Hands-On Experience with HCM Lifecycle and design of HCM Systems

Security: Enterprise Information Security Architecture, IT Risk Management, Authentication, Authorization, Federation, SSO

Medicare/Medicaid/CMS: Compliance, Governance, Guidance, Operationalizing Controls, Standards, STARS

Enterprise Architecture: TOGAF, Zachman, FEAF, DoDAF

Tableau: Data Visualization/Analytics

Cognos: System User and Admin Training

MicroStrategy: System User and Admin Training

BPM Institute: Professional Member

PMBOK: 3rd, 4th and 5th Edition

Clarity: Project and Program Management

RxCLAIM: System Training, Adjudication Automation

Mega: Enterprise Architecture Software

Continuous Improvement, Six Sigma, Lean and Process Engineering Tools and Methods: DMAIC/DMADV/DFSS, Lean Sigma/Agile SDLC, RCCA, 5S/6S, TPS, Kanban, Kaizen, Value Stream Mapping (VSM), JIT, Andon, Gemba, OEE, KPIs/Metrics, Muda/Waste, 5W+H, Root Cause Analysis, SMED, TPM, TQM, Takt Time, 6 Big Losses, SMART goals, Real-Time Monitoring, Visual Workplace/Visual Management, Data Visualizations, Data Analytics, Balanced Scorecard, Benchmarking, Quality Management Systems, BPM, Plan-Do-Check-Act (PDCA)/Deming Cycle, A3, Robust Design, Theory of Constraints, Voice of Customer, Cause and Effect, Controls/Control Charts, Design of Experiments, FMEA, Setup Reduction, Systems Validation, Process Mapping, Risk Management, Regression, SIPOC/COPIS, Data Sampling, Process Simulation, RACI, Project and Program Chartering, Affinity Diagrams.

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