Kapil Datar E-

mail: abgmfd@r.postjobfree.com

Pega Lead Business Architect Cell #

804-***-****

Summary

. Over 6 years of experience as an accomplished facilitator between

Business Systems and Information Technology with emphasis on Business

Analysis and Project/Product Management.

. Pega-certified Business Architect (CBA), Certified Methodology Black

Belt (CMBB) and PMI-certified Project Management Professional (PMP).

. Strong understanding of iterative Software Development Life Cycle

(SDLC) and the methodologies used to guide the SDLC i.e. Waterfall,

Rational Unified Process (RUP), Agile, Scrum, PEGA SMART BPM

methodology.

. Extensive domain experience in Financial, Health Insurance and

Pharmaceutical industry. Exceptional ability to assimilate new

business processes and functions across new domains by applying best

practices and skills developed by working on a diverse range of

projects.

. Strong experience working on developing new products as well as

product enhancements on the PEGA application suite with emphasis on

Business Process Management (BPM).

. Experience leading end-to-end enterprise-wide campaigns development

and management activities for executing member communications by

integrating with different outbound channels.

. Thorough knowledge of PEGA Direct Capture of Objectives (DCO) tools

such as Application Profiler and Application Accelerator to implement

product enhancements using process flows and business rules.

. Experience working in Agile environment with emphasis on Product

Backlog creation and prioritization, User Story Creation, Story Point

Estimation, leading DCO sessions and creating/managing outputs of

Analysis phase.

. Working knowledge of PRPC design and implementation topics such as:

Work Object Relationships, Routing (skill based), Rule

Resolution/Inheritance, Class Design, Services, Connectors etc.

. Thorough experience in gathering user requirements by techniques like

interviewing, questionnaires, brainstorming, Joint Application

Development (JAD) Sessions. Expertise in documenting these

requirements into Business Requirement Document (BRD), Functional

Specifications, Use Cases. Also, experienced in documenting Functional

Requirements into an FRD. Good with Traceability Matrix Reports as

well as Template design for requirement documents.

. Expertise in preparing data for presentation and publication using

scientific graphics and presentation programs.

. Excellent oral and written communication skills. Scientific paper on

Polymeric Drugs and Drug Delivery Systems published in an

International Journal.

Certifications

Pegasystems - Certified Business Architect (CBA)

Pegasystems - Certified Methodology Black Belt (CMBB)

Project Management Institute - Project Management Professional (PMP)

Technical Skills

BPM Application : Pega PRPC Suite (v5.5, v6.1 and v6.2)

Languages : C, C++, VB, XML, Statistical Analysis

Software (SAS)

Data Analysis Tools : SigmaStat, SigmaPlot, SPSS, SAS 9.1.3 and

SAS 8.2

Requirements Tools : Optimal Trace 5.4, MS Word, Rational

RequisitePro, Caliber RM

Database tools : Oracle Clinical 9i, SQL server 2000,

Teradata SQL Assistant, DB2, Oracle 11g

Mainframes : CICS, VSAM, Rumba

Education

Masters of Science in Engineering, Virginia Commonwealth University,

Richmond, VA (2004 - 2007)

Bachelor's Degree in Instrumentation Engineering, Mumbai University,

India (2000 - 2004)

Professional Experience

Client: Bank of America

June 12 - Present

Location: Dallas, TX

Background:

The existing workflow technologies have several shortcomings that continue

to negatively impact foreclosure operations. Current applications do not

meet the bank's information security requirements, and there are concerns

about scalability required to maintain and/or grow with the current

business demands/processes across foreclosure and postponements.

There are also stability issues, with frequent system downtime that

directly impacts the Bank's ability to refer and process foreclosures

and/or postponements timely and accurately. Home Loan Business Process

Management applications will be built on Pega Rules Process Commander

(PRPC) platform to create work flow solutions and meet business

requirements.

Roles and Responsibilities:

. Work closely with the line of business, change management team and

cross-functional impacted areas to clarify business requirements and

scope for HLBPM and define high level Application Profile for initial

review with project team in the inception phase.

. Responsible for providing high-level and detailed sizing estimations

in conjunction with Lead System Architect upon evaluation of project

scope and impact analysis.

. Responsible for leading the elaboration of business use cases into

detailed/atomic use cases using Pega Direct Capture of Objectives

(DCO) tools such as Application Profiler (AP), Application Accelerator

(AA).

. Responsible for interfacing on a regular basis with business and

technical teams to insure requirements are adequately detailed and

understood.

. Identify all integration points for batch and real-time interfaces,

correspondence, reporting, user matrix/access requirements with

adequate details.

. Augment requirements captured in Pega DCO suite with detailed business

process flows and activity flow diagrams to facilitate easy

understanding of intended functionality for the development team.

. Perform analysis of existing frameworks such as SCM, Mortgage and

Foreclosure to determine appropriate implementation layer prior to

running Application Accelerator.

. Assist LSA in class structure, business rules design, draft user

interface (UI) and flows in PRPC from the perspective of business

needs.

. Work closely with the LSA to come up with click-through prototypes

using draft flow, UI and other rules in preparation for DCO sessions.

. Lead face-to-face DCO sessions with the line of business and other

stakeholders to validate captured requirements as well as walk through

the prototypes as applicable, in the elaboration phase.

. Work closely with System Architects to assist in translation of use

cases and requirements into appropriate business rules in preparation

for production build.

. Conduct play back sessions to demo functionality built to date in

construction phase to ensure that application development is in line

with business requirements.

. Validate business test scripts adequately to test the application

under various conditions/scenarios.

. Responsible for articulating and documenting standards and best

practices in partnership with the Pega Center of Excellence.

. Assist Pega Practice Leader in business development within assigned

portfolio of accounts, defining iterative development strategy,

quantification of business benefits (ROI), project progress tracking

and overall governance process.

Tools: Pega PRPC v6.2 (including DCO tools such as Application

Profiler/Application Accelerator), Oracle 11g, SQL, HP Quality Center, MS

Project 2003, MS Visio 2003/2007.

Client: Express Scripts (Formerly Medco Health Solutions)

March 09-June 12

Location: Somerset/Franklin Lakes, NJ

Background:

A Consumer Directed Healthcare (CDH) product combines pre-tax spending

accounts such as a Health Savings Account (HSA) or a Health Reimbursement

Account (HRA) with a low premium, high-deductible health plan. In addition

to accurately exchanging medical and prescription dollars between Medco and

the health plan/TPA to keep deductible limits in sync, CDH also offers

industry-leading member engagement tools and services to help members

understand and master the educational, financial and clinical challenges of

this new type of plan design.

Project Objective:

This project falls within the Consumer Directed Health (CDH) portfolio of

deliverables approved under an Enterprise-wide business objective to reduce

competitiveness gaps and increase operational efficiencies. Products

impacted under this portfolio include CDH Preventive Medications,

Medication Compliance and Outreach, My Rx Choices - Benefit Coaching as

well as First Fill Non Adherence. Key features of the product include

accommodating customized member-level messaging via customer service

portals as well as member websites, identifying financial savings

opportunities for members via Brand to Generic (B2G) and Retail to Mail

(R2M) switches, identifying non-adherence gaps etc.

The project involved building work flows under the scrum methodology of the

agile framework to support client customizations around product set ups and

ad hoc requirements around program logic and member outreach criteria using

Pega Rules Process Commander (PRPC v6.1).

Project Description:

. Create work flows to accommodate custom client requirements pertaining

to CDH Preventive Medication set ups.

. Work with Enterprise Content and Campaign Management (ECCM) partners

to implement a flow for identifying members with potential cost

savings opportunities or adherence gaps via integration with data

repositories such as IW for claims/pricing information, communication

channels such as Direct Mail, Email and Live Outbound Calling as well

as CSR and Consumer Web portals for display of cost savings and

adherence gap opportunities.

. Automate live outbound calling and Automated Outbound Messaging (AOM)

via definition of business rules and file layouts and execution via

development of autodialer systems.

. Design a First Fill Non Adherence program to identify gaps in care by

defining business and clinical rules around patient identification,

segmentation across various channels, executing outbound communication

and reporting on successful fills/conversions post outreach.

. Creation of a CDH Operational Database to allow different user groups

such as Product Owners, Technical Consultants, Triage team, Benefit

Fulfillment Groups (BFGs), Account Managers, Development and QA

partners to enter and track data around mid-year and year-end client

installations, as well as vendor/ client details, status of the

project, market groups, scheduled release, type of testing requested,

notes entered by TCs, status updates entered by users.

Roles and Responsibilities:

. Worked extensively across all phases of SDLC from Concept and

Technology Development during Initiation and Chartering phase,

Requirements Elicitation and Analysis during the Elaboration phase,

Design, Development and QA/Test reviews during construction,

deployment and roll out during Transition phase.

. Work closely with product owners to prioritize the product backlog and

ensure that capabilities with largest business impact are addressed as

early as possible.

. Conduct Gap Analysis (Current State vs. Future State) to identify new

business requirements and perform scope analysis.

. Work as a Requirements Lead to author user stories based on

prioritized product backlog and review/approve built functionality

towards the end of sprint cycles. Also, reviewed the user stories with

Lead System Architects and QA Leads of impacted areas to get their buy

in.

. Responsible for conducting highly structured and moderated Direct

Capture of Objectives (DCO) sessions with core team members and SMEs

of impacted cross-functional areas to break down high level epics into

detailed user stories. These sessions included detailed walk through

of all relevant artifacts including PRPC Use Cases and Requirements

followed by creation of draft Flows associated with use cases, draft

UIs depicting the presentation layer and link rules inside PRPC based

on initial understanding of the Business Requirements.

. Identify and Document Use Cases/Requirements into PRPC DCO tools -

Application Profiler (AP) and Application Accelerator (AA) by

following the Pega corporate COE best practices and compile Use Case

documentation as required by the project Methodology.

. Worked closely with the Scrum Competency Center (SCC) to ensure that

best practices are followed in each phase of project execution.

. Participated in Sprint Planning, Daily Stand Up, Sprint Review and

Retrospective meetings.

. Participate in Story Estimation meetings facilitated by the Scrum

Master to estimate effort involved for each story based on complexity,

duration and uncertainty.

. Responsible for demonstrating the built functionality with key project

stakeholders for review and approval during sprint review meeting.

. Responsible for providing test data pertaining to product set ups,

reviewing test outputs, QC test file data prior to providing the file

to vendor.

Tools: Pega PRPC v5.5/v6.1 (including DCO tools such as Application

Profiler/Application Accelerator), Mainframe (Rumba), Optimal Trace

Enterprise v5.4, MS SharePoint 2007, Caliber RM, Rational ClearQuest v6.16,

Teradata SQL Assistant 7.1, BiQuery 8.5, Rational Portfolio Manager

v7.1.1.2, MS Project 2003, MS Visio 2003/2007,

Client: Medco Health Solutions

January 08- March 09

Location: Franklin Lakes, NJ

Background:

I started working as a Senior Business Analyst and a Project Manager with

emphasis on requirements gathering, analysis and Project Management for

various client funded enhancements that impacted key Medco business and

functional areas.

Description:

Strong experience as a Requirements Lead for the following

areas/applications: Claims Processing (Point of Sale), Copay Benefit

Pricing System (CBPS), Client Profile/Client Benefit Manager, Retiree

Solutions (Medicare D), Enterprise Content and Campaign Management (ECCM),

CDH Operational Database, Healthcare products like Consumer Directed Health

(CDH), Explanation of Benefits (EOB), Prescription Benefit Reviews (PBR),

CDH Preventive Medications, Medication Compliance and Outreach (MCO), My Rx

Choices - Benefit Coaching, Medco Rx Discount Card Program (MRDP), First

Fill Non Adherence (FFNA), RationalMed, Health Action Plan (HAP), eService

Delivery applications for CSRs and Consumer Web portals.

Business Analysis Responsibilities:

. Worked on multiple projects at the same time with exceptional ability

under strict timelines

. SDLC CMMI-certified Requirements Lead documenting Business Requirement

Documents (BRD), Functional Requirement Documents (FRD),

Business/System Use Cases and Design Specifications.

. Analyze business use-cases and elaborating these into Functional

Requirement Documents (FRDs) with the aid of use-case diagrams and

Activity Flow diagrams. Review these requirements with Business,

Development and QA. Analysis includes Impact Analysis, GAP (as is - to

be) Analysis and Data Analysis

. Analyze functional requirements to develop test scenarios. Work with

offshore QA teams to review test cases and test outputs.

. Manage stakeholder identification via RACI charts.

. Requirement gathering techniques used: Joint Application Development

Sessions, one-to-one interviews, Cross-Functional review sessions with

stakeholders and SMEs from multi-functional areas.

. Gained increased understanding on key health care concepts such as

claims processing, regulatory and compliance requirements for HIPAA

and Medicare, eCommerce portals for member communications etc.

. Involved in the GAP Analysis of the transition from HIPAA 4010

to 5010 focusing on how current transactions and system was going to

be effected by the new 5010 compliance.

. Analyzed requirements for developing a cross-walk for understanding

major changes from ICD-9 to ICD-10 with the help of SME's.

. Developed mock up screens and Wireframes.

. Created Requirements Traceability Matrixes (RTMs) to support the

application development that included Business Requirements, Actor

Survey, Use Case Survey, Supplementary Specification Survey, Analysis

Model, Design Artifacts and Test Case Survey.

. Responsible for documenting test scenarios and elaborating those into

test cases using Optimal Trace and HP Quality Center and assist in

functional testing.

. Involved in UAT, executing test cases evaluating test results and

preparing test summary reports.

. Jointly responsible for monitoring the progress of the development and

QA teams.

. Manage and follow-up on defects assigned to multiple areas in

different phases of projects. This is done using Rational ClearQuest

Web version.

. Write SQL queries to extract data for validation of test cases.

. Assist in providing training to new hires and acquaint them with the

business processes and flows on-site.

Project Management Responsibilities:

. Solid experience managing projects across all phases of SDLC i.e.

Initiation, Chartering, Analysis, Construction, Transition and

Evaluation.

. Assisted the Project Lead in preparing charter of proposed

deliverables as a part of the capital planning cycle submission

process. Key points include: Core team identification, project

purpose, outline current state and future state, deliverable timeline

and cost estimates

. Worked on building and maintaining deliverables roadmap and detailed

project plan with appropriate work breakdown structure.

. Responsible for managing the agreed upon project scope from the

charter, time and resource management to achieve cost, time and

quality metrics

. Track and receive update on project tasks via weekly status reports

sent out to project participants

. Responsible for facilitating requirements completion and ensuring

development and QA resources are secured from impacted areas for

targeted deliverable release.

. Facilitated weekly core team meetings to review agenda, project

status, and action item log.

. Worked on detailed Cost-Benefit Analysis at portfolio and product

level and presented to senior management.

. Identify Risks and Issues associated with the project deliverables and

review with core team to define mitigation strategy.

. Responsible for keeping all project stakeholders informed about

overall progress as well as key issues and risks

. Responsible for maintaining the following documents: Issues list, Risk

Control Plan, Benefits Summary, Financial Summary forecast, Milestone

Report, and Control Charts.

. Responsible for ensuring that all privacy, compliance, security and

infrastructure requirements are addressed.

Tools: Mainframe (Rumba), Optimal Trace Enterprise v5.4, MS SharePoint

2007, Caliber RM, Rational ClearQuest v6.16, Teradata SQL Assistant 7.1,

BiQuery 8.5, Rational Portfolio Manager v7.1.1.2, MS Project 2003, MS Visio

2003/2007.

Virginia Commonwealth University, Richmond VA

Aug 04 - Dec 07

Role: Graduate Research Assistant

Completed Masters in Biomedical Engineering from Virginia

Commonwealth University (VCU). Also worked as a Graduate Research Assistant

in VCU.

Responsibilities:

. Performed extensive data analysis using a variety of statistical

programs including SAS.

. Executed research data analysis using paired t-test, Holm-Sidak test

and one-way repeated measures ANOVA (Analysis of Variance).

. Created documents pertaining to Study protocols and Statistical

Analysis Plans

. Prepared data analysis reports for presentation and publication using

a variety of scientific graphics and presentation programs.

. Converted MS-Excel tables into SAS data sets.

. Designed, built and tested a series of SAS programs to generate PDF,

HTML and RTF format outputs.

Galentic Pharmaceutical,

June 02 - May 04

Location: Lower Parel, Mumbai, India

Galentic pharmaceutical manufactures ophthalmic ointments and other

topical products since 1995. TUV Germany has accredited the company with

ISO 9001-2000 certification. Product category of the company includes the

range of Eye Ointments, Skin Ointments, different types of lotions,

Veterinary products etc. I worked in Galentic pharmaceuticals as a

Data/Business Analyst.

Responsibilities:

. Worked as a junior analyst to evaluate company's operational and

forecasting data

. Involved in documenting and organizing company's past data records

. Analyze client requirements based on the availability of raw materials

and priority, as well as lead time provided by the vendors

. Involved in analyzing vendor performance based on past data

. Interacted with customers to gather requirements and data, write and

present briefings in appropriate formats

. Involved in creating an excel-based application containing all Bill of

Materials for products

. Document standard procedures and training material for users

. Generated custom reports upon thorough analysis of datasets

Publication

. Thatte, S.M., Datar, K.V., and Ottenbrite, R.M. (2005). Perspectives

On: Polymeric Drugs and Drug Delivery

Systems, J. Bioact. Compatible Polym., 20: 601-

585.

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