Management Project

Robert D. Levy, PMP, CPHIMS

Beloit, WI *****

Telephone: 703-***-**** Email: ******.****@****.***

Robert D. Levy TITLE/CURRENT POSITION: Senior Analyst

CAREER SUMMARY

Mr. Levy has over 25 years of experience in the healthcare field; and over 20 years of experience managing

and leading groups in challenging environments with experience and training in project management, quality

management, business process analysis, re-engineering, strategic planning, and application of information

and human resource systems and tools. He has extensive training and experience in instructional

methodologies and modalities. He has the accomplished ability to provide research and analysis in clinical and

business information management and workflow management in both military and civilian settings. Mr. Levy

possesses a significant information technology (IT) background in multiple hardware and software platforms

providing for both interna l and external customer needs in health care and military systems . As a military

healthcare administrator, he was dual-tracked as a specialist in logistics and medical readiness. He is a

recognized Subject Matter Expert (SME) on health information exchange, clinical information systems, and

process and workflow management. Mr. Levy has over 20 years of federal healthcare clinical and

administrative experience.

EDUCATION

Washington State University, Pullman, Washington, M.A. in History, 1998

University of Washington, Tacoma, Washington, B.A. in Liberal Studies, 1995

RELEVANT SKILLS

Certified Professional in Healthcare Information and Management Systems (CPHIMS ), Health

Information and Management Systems Society, 2011.

Project Management Professional (PMP ), Project Management Institute, 2011.

Certified Business Analysis Professional (CBAP ), International Institute of Business Analysis, est. 2012.

Fundamentals of Earned Value Management, Defense Acquisition University, 2012.

Fundamentals of Systems Acquisition Management, Defense Acquisition University, 2011.

Agile Software Development Life Cycle, 2009.

Business Process Model Notation, 2008.

Air Force Health Services Administrator Course, 1995.

Air Force Aeromedical Evacuation Technician Course, 1993.

Total Quality Management Trainer, 1992.

Department of Defense Clinical Healthcare Systems: Composite Health Care System (CHCS); AHLTA.

Department of Veterans Affairs Clinical Healthcare Systems: Veterans Health Information Systems and

Technology Architecture (VistA); Computerized Patient Record System (CPRS).

Department of Veterans Affairs Project Management Accountability System (PMAS) and ProPath

Processes.

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EXPERIENCE

ASM Research Inc. February 2006 Present

Senior Functional Analyst (Subject Matter Expert III) (January 2012 Present)

Mr. Levy manages the interface agreements for the Medical Operations Data System (MODS) program. He has

provided the first mapping of data elements between Military Health System data stores and repositories and

the MODS applications.

Senior Functional Analyst (Subject Matter Expert III) (June 2011 December 2012)

Mr. Levy is providing requirements management support and scheduling oversight for the Veterans Tracking

Application (VTA) in support of the Virtual Lifetime Electronic Record (VLER) and the Wounded Warrior

Program Management Office (PMO). In addition to scheduling and work breakdown structure (WBS)

development, Mr. Levy is managing the project s PMAS/ProPath compliance ensuring fulfillment of

contractual and performance measures required by the Department of Veterans Affairs.

Senior Functional Analyst (Subject Matter Expert III) (March 2011 June 2011)

Mr. Levy supported the requirements and analytical phases to finalize business requirements documentation

for the Veterans Health Administration Enterprise Systems Management Office of Joint Interoperability

Ventures at the Captain James A. Lovell Federal Health Care Center in North Chicago, Illinois in support of the

Integrated Electronic Health Record (iEHR) and Virtual Lifetime Electronic Record (VLER) initiatives, including

the requirements elaboration and documentation for pharmacy module business and functional needs . Mr.

Levy provided recommendations and advice on system wide improvements, risk management, automation,

modeling and simulation, optimization, and maintenance efforts in the functional area being addressed by the

Remodeling Integrated VA/Defense Disability Evaluation System (IDES and rIDES) supporting the Department

of Veterans Affairs Warrior Support program and the VLER information technology program office.

Senior Functional Analyst (Subject Matter Expert III) (December 2010 March 2011)

Mr. Levy provided leadership, requirements engineering, and functional analysis supporting the DoD and

Reserve Component Systems Division. He completed work on the documentation and functional requirements

analysis for an integrated health readiness and reporting applications. He completed the baseline initial

release documentation delivered to the customer.

Senior Functional Analyst (May 2010 December 2010)

Mr. Levy provided leadership and requirements engineering support of the Defense Health Information

Management Systems (DHIMS) Integrated Program Office merging Department of Defense (DoD) and

Department of Veterans Affairs (VA) healthcare operations and organizations to create the Captain James A.

Lovell Federal Health Care Center in North Chicago, Illinois. He provided direct technical support mapping data

elements between VA and DoD sources: Pharmacy, Laboratory (Antibiotic Susceptibility, Panel Tests, Single

Tests, Etiology, and Topography), and Consults/Referrals. As the lead analyst, he drafted the initial

requirements and white paper outlining the functional requirements, options, and recommendations to

accomplish the exchange of allergy information supporting clinical orders portability or interoperability

between VA and DoD systems. Mr. Levy elicited, reviewed, validated, and drafted the initial technical

requirements for the Requirements Traceability Matrix, the Software Design Documents, and System

Requirements Specifications to support the Allergy Portability release of functionalities and capabilities.

Senior Functional Analyst (March 2010 May 2010)

Mr. Levy researched, wrote, and presented the Project Management Plan for the Veterans Tracking

Application (VTA) project to senior management. Additionally, he wrote and presented the Requirements

Management Plan for the Veterans Tracking Application project. He developed the high-level business process

models and edited the user guide for the Veterinary Services System Management (VSSM) project for the US

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Veterinary Command in preparation for the first-ever Department of Defense enterprise electronic health

record for veterinary services the Veterinary Electronic Medical Record (VEMR).

Senior Analyst / Business Process Reengineering (October 2008 March 2010): He provided leadership and

analytical support for the business and software requirements in the software development lifecycle. The

project involved the interagency blending of the Department of Veterans Affairs and the Department of

Defense healthcare facilities establishing the first Federal Health Care Center. As a lead analyst on this project,

he was instrumental in defining and eliciting business requirements and translating these into actionable

processes and models shared between functional and technical Subject Matter Experts. He created and

secured DoD and VA consensus on the requirements documentation, and he was intimately involved in the

development of the business requirements documents, business process models, and use cases across ten

clinical and administrative domains of operations, including patient registration, single sign -on, orders

portability (pharmacy, laboratory, radiology, cons ults), scheduling and appointments, operational readiness,

financial services, and materials management. Leveraging his expertise in Federal healthcare operations and

business process experiences, he developed and established the baseline architecture for a knowledge

management platform for the team implemented by local and enterprise SMEs. He established the baseline

pattern for the business requirements documents, the business process models, and the use case documents

as a modular and flexible template delivering requirements easily understood by the business owners and

readily adaptable for the design and development teams into the technical documentation.

Project Coordinator (Business Process Reengineering) (2006 2008): Mr. Levy coordinated and negotiated

deployment of Tri-Service Health Service Support Information Technologies software an d business process

initiatives. He developed a shared and collaborative process for managing team business processes during

deployment support for over 74 Air Force Medical Treatment Facilities. Benchmarking this process, he created

a tool to manage the administrative handling of internal travel documentation. Building on these successes

and working with senior project managers, he adapted these processes to support business development and

capture management activities. He developed an Organizational Change Management Strategy Plan for the

U.S. Air Force implementation of Human Resources software. He wrote and edited the U.S. Air Force Concept

of Operations (CONOPS) plan for the Defense Human Resource System-Internet (DMHRSi) application, and he

submitted the Air Force CONOPS as a template for the Joint CONOPS . He also coordinated business process

data collection and assessment activities at U.S. Air Force Academy, Scott Air Force Base, Patrick Air Force

Base, Vance Air Force Base, Altus Air Force Base, Tinker Air Force Base, and Little Rock Air Force Base.

Joint Warfighting Center July 2002 January 2008

Medical Planner: Mr. Levy developed, planed, coordinated, and implemented Health Service Support in

support of Department of Defense or Coalition Forces training or mission requirements on the joint

battlefield. He wrote an operational health services support plan for operations and training involvin g 10,000

U.S. and Allied personnel. He monitored operational training for 300 personnel at four geographically

separated locations supporting a two week training exercise. He also wrote a standardized training plan for

medical planners within the Joint War Fighting Center, U.S. Joint Forces Command.

Associated Centers for Therapy September 2005 February 2006

Clinical Administrator: Mr. Levy managed the Medication Assistance Program and administered the Medical

Clinic Program. He reduced pharmaceutical operational expenses by 25% in three months and increasing

Pharmaceutical Assistance Program access. He led and managed Medicare Part -D implementation program

directly effecting over 900 eligible beneficiaries. He implemented and managed more efficient mee ting

management reducing staff meeting times by 50%.

Oklahoma State University August 2003 May 2005

Lecturer: Mr. Levy s duties included preparing, delivering, evaluating, and reporting on assigned courses of

instruction with the Department of History. He developed an innovative curriculum incorporating multimedia

Robert D. Levy R sum 3

presentations and focused discussions for Western Civilizations courses. He designed original course materials

for more than 300 students, including working with publishers to customize textboo ks. He managed

integrated course content across software platforms and adopted WebCT Internet course materials

distribution system.

Macalester College January 2002 May 2002

Lecturer: Mr. Levy prepared, delivered, evaluated, and reported on assigned courses of instruction with the

Department of History. He developed an original course to provide historical background on the Arab -Israeli

Conflict, including current and topical information. He integrated media content in to the teaching and

discussions of historical events and situations, including films and music. He also designed and managed an

Internet Web site for this course, to include multiple Microsoft, Adobe, and Macromedia software programs.

University of Minnesota August 1998 January 2002

Graduate Lecturer/Teaching Assistant: Mr. Levy prepared, delivered, evaluated, and reported on assigned

courses of instruction with the Department of History. He designed and managed courses for more than five

hundred students; advised a junior graduate student acting as a Teaching Assistant. He created and

implemented unique course content to incorporate literature, film, and music in the successful integration of

history. He also developed and managed multiple Web sites for courses, to include course content, materials,

and supplement resources.

Assistant Director/Research Assistant: Mr. Levy managed administrative functions in support of the office

assistants, information publication, and distribution on a wide variety of topics, educational seminars,

lectures, and presentations. He also served as newsletter editor and oversaw production, and coordinated and

managed special events. He created and published curriculum and other materials for regional and national

use related to aspects of the Holocaust and Genocide. He designed and negotiated advertising campaigns to

ensure fullest and most accurate representation in print, signage, and display. Mr. Levy supervised and

directed the administrative work of two additional staff members and more tha n twenty volunteers.

934th Aeromedical Evacuation Squadron July 1998 July 2002

Medical Readiness and Training Officer: Mr. Levy managed and led the Medical Readiness training program

for squadron. He was responsible for Operations management and training. He directed aeromedical

evacuation operations, leading healthcare delivery, and transport of patients. Mr. Levy was selected by HQ Air

Force Reserve to develop integrate training plan for training exercise involving more than five hundred

personnel. He was recognized across the Air Force Reserve as a SME in Medical Readiness, Logistics, Training,

and Medical Operations. Mr. Levy developed and managed training and operations program incorporating Job

Aids, which have been benchmarked as a Best Practices tool.

446th Aeromedical Evacuation Squadron December 1989 July 1998

Aeromedical Evacuation Operations Officer: Mr. Levy was responsible for operational and mission

management support of aeromedical evacuation operations. He exercised operational control and crew

management of assigned, attached, or transiting aeromedical evacuation personnel. His additional duties

included Quality Assurance and Risk Management (QA/RM) Officer for squadron. He also volunteered to serve

as Chief of Aeromedical Evacuation Operations in Bosnia -Herzegovina, where he supervised more than 300

patient transfers. Mr. Levy developed improved processes for identifying, evaluating, and correcting

operational and administrative processes as QA/RM Officer.

USAF Hospital Hill December 1985 December 1989

Pharmacy Technician: As Pharmacy Technician, Mr. Levy was responsible for providing inpatient and

outpatient pharmacy services; including two years coordinating logistical and budget requirements for

inpatient pharmacy services.

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PROFESSIONAL MEMBERSHIPS AND ACTIVITIES

Project Management Institute (PMI)

- Madison/South Central Wisconsin Chapter

- Madison/South Central Wisconsin Chapter, PMP Exam Prep Course Instructor (2011)

- Healthcare Community of Practice, Education Team Volunteer (2011-2012)

- Consulting Community of Practice

Health Information and Management Systems Society (HIMSS)

- Health Information Exchange (HIE) Committee (2013-2015)

- Health Information Exchange Toolkit Task Force, Co-Chair (2011-2012)

- Mobile Health Task Force, Chair, Mobile Blog Work Group (2011-2012)

- HIMSS/AHIMA Health Information Exchange Staffing Model Work Group (2011-2012)

- Health Information Exchange Toolkit Task Force (2010-2011)

- Dairyland Chapter (Wisconsin)

- Management Engineering and Process Improvement (2010-Present)

Association for Project Management (APM, United Kingdom)

- APM Body of Knowledge Refresh Programme, Fall 2011

International Institute of Business Analysis (IIBA)

- Madison Chapter

Nationwide Health Information Network CONNECT-Electronic Health Record Interoperability Special

Interest Group (2010-2011)

Reserve Officers Association (Lifetime Member)

AWARDS AND RECOGNITION

The McKinsey Way: Understanding and Implementing the Problem -Solving Tools and Management

Techniques of the World Top Strategic Consulting Firm (Ethan M. Raisel and Paul N. Friga), Book

Review, PMI Consulting Community of Practice,

http://consulting.vc.pmi.org/Share/Documents.aspx?Command=Core_Download&EntryId=46720 (29

Dec 2011).

Soldier of Fortune 500: A Management Survival Guide for the Consulting Wars (Steve Romaine), Book

Review, PMI Consulting Community of Practice,

http://consulting.vc.pmi.org/Share/Documents.aspx?Command=Core_Download&EntryId=43257 (7

September 2011).

Creating a Business Process Management (BPM) Center of Excellence, Project Management Institute

Virtual Library Knowledge Shelf, http://www.pmi.org/Resources/Pages/Business-and-Organization-

Change-Projects.aspx (May 2010).

Letter of Commendation, Department of Veterans Affairs (24 February 2009).

Military Awards and Decorations include: Aerial Achievement Medal, Air Force Commendation Medal

with One Oak Leaf Cluster, Air Force Achievement Medal with One Oak Leaf Cluster, Joint Meritorious

Unit Award, and the Air Force Outstanding Unit Award with Four Oak Leaf Clusters

SECURITY CLEARANCE: Secret, DISCO

LinkedIn Profile: http://www.linkedin.com/in/robertdlevy Twitter: http://twitter.com/Holomorpheus

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