I have over ** years of experience consulting on software development projects for government, banking, healthcare, and private industry clients. I am certified as a Project Manager (PMP), an Agile Practitioner (PMI-ACP), and a Scrum Master (PSM I). I am also a Technical Business Systems Analyst, a Product Owner, a Requirements Manager and a Database Developer supporting small to large enterprise teams.

My broad experience in the IT industry revolves around building collaborative relationships with business stakeholders (C-suite executives, directors, managers and staff) and technical team members (project managers, business analysts, designers, architects, developers and quality assurance testers).

I have deep knowledge in the software development life cycle (SDLC) and Application Lifecycle Management (ALM) tools having implemented, configured, customized and administered Microsoft Team Foundation Server (TFS) and the IBM Rational Jazz suite (Doors-NG, Rational Team Concert, Rational Requirements Composer, Rational Quality Manager, Rational System Architect and Rational Publishing Engine). I have also used automation tools such as HP Quality Center, HP ALM, IBM Doors, IBM RequisitePro, Jama, Jira and Confluence, Rally, VersionOne, Trello, Visio, ERWin, Clarity, Subversion and Git.

Core Skills

Agile – Kanban, Scrum, SAFe as Scrum Master, Product Owner and/or Team Member 8 years

Project Management in agile and waterfall according to the PMI PMBOK 10 years

Business & Requirements Analysis according to the IIBA BABOK 20+ years

Requirements Management using COTS & custom applications 10+ years

Application Lifecycle Management Development & Admin in Rational, TFS & Jira 10+ years

System Solutions Architecture & Development in Microsoft & Open Source 25+ years

Database Development, Architecture & Modeling in SQL Server & Oracle 25+ years

Business Intelligence Solutions in Crystal, SQL Server & Business Objects 25+ years

Object Oriented Design with UML and BPMN Modeling 20+ years

Other Skills: Accounting, Publishing, Typesetting, Editorial, Equities/Forex, Marketing 25+ years

Healthcare Domain: HIPPA, ACA, MMIS, MITA, MECT, Facets, ICD-10 10+ years

Certifications

Project Management Professional (PMP) – Project Management Institute Apr 2014 – May 2017

Agile Certified Practitioner (PMI-ACP) – Project Management Institute Mar 2016 – Apr 2019

Professional Scrum Master I (PSM I) – Scrum.org October 2017

Project History

1.Lead Agile Business Analyst Mar 2017 – Present

General Services Administration (Distributed Solutions, Inc.)

Federal Acquisition Service (FAS) Common Acquisition Platform (CAP) Modernization Initiative

Keywords: GSA, FAS, CAP, FAR, MAS, BPA, 18F, SAFe 4.5, Agile, Jira, Smartsheets, Requirements, COTS, EBC, IAA, IFB, RFI, RFQ, Awards, Acquisition, Fleet, Auctions, Disposal, Sales

The FAS CAP is critical to fulfilling GSA's mission as the administrator of the Federal Acquisition Regulations (FAR). This initiative is in place to provide the requirements development required to engage vendors and develop a SOW for the accompanying RFI and RFP to be used in a build or buy decision point. The follow-on project will deep dive into the implementation requirements. Developed the Executive Business Case (EBC) and provided input to monthly updates to the PMO for the Fleet and Personal Property Management (PPM) domain tracks.

Accountable for coordinating and developing the business and functional requirements for the domain tracks of GSA Vehicle Purchasing, GSA Leased Fleet Management and Personal Property Disposal as mandated by the FAR and other Federal regulations. Facilitated scores of requirements and other types of workshops with the Integrated Product Teams (IPTs) to understand the needs and wants of each domain in order to provide agile epics to seed the initial product backlog.

Performed Market Research for Enterprise Asset Management systems and engaged with various top tier vendors. Requirements management performed in Smartsheets with an upgrade path into Jira utilizing the SAFe 4.5 Portfolio framework. Artifacts created include the Program-level Product Backlog, standard and BPMN flowcharts, context diagrams and business process maps.

Liaison between the Deputy Assistant Commissioner and the Enterprise Architects responsible for bridging the gap in understanding the work products and how those fit the needs of organizational change. Assisted with other miscellaneous projects including the creation of Inter-Agency Agreements (IAAs) to enable other agencies and departments to pay for services rendered on the Common Acquisition Platform.

2.Lead Systems Analyst, Agile Product Owner Feb 2015 – Jul 2016

VLG Systems, Durham, NC

Maximus Ledger System to NC-CoReLS Uplift Project

Keywords: DHHS, DSS, SDLC, Agile, Requirements, C#, AngularJS, SAML, SQL Server, Jira

The NC Department of Health and Human Services (DHHS), Division of Social Services (DSS) was faced with the retirement of the Maximus Ledger System (MLS) used by its 100 county offices to recoup over $650M annually in federal funds covering Medicaid, TANF, MEVS and other Title IV-E programs. I mentored the analysis team on requirements best practices. I developed 1,500 requirements by reverse engineering the legacy Visual FoxPro system and populating my own custom requirements database system with 12,000 data records. I validated requirements with business stakeholders. I architected the centralized web solution guided by the state security and system standards. I developed and received approval of state mandated SDLC requirements, solution architecture, data dictionaries and conversion plan. I assisted in the preparation of the build business case to the Under Secretary of DHHS who opted to go with the build case which saved the state $1.2M.

DHHS needed a plan to support the retired Maximus Ledger System while the rewrite project progressed to completion. I rebranded the MLS as the NC County Reimbursement Ledger System (NC-CoReLS) and implemented a phased rollout to all 100 counties. I trained support staff and created processes to troubleshoot and handle issues. The team saw a 95% reduction in monthly support calls with 90 days.

DHHS decided to run the rewrite as an agile project. I stood up the new team. I became product owner guiding the direction of the rewrite. I coached the team on the principles of Kanban and Scrum. I was the scrum master leading the agile ceremonies and trained the team to take over the scrum master duties. I designed the software solution utilizing C#.Net, WebAPI, AngularJS, SAML and SQL Server. I guided the team in the creation of the application framework. I installed Jira and loaded the 1,500 User Stories. I trained the team on the use of Jira. I updated the Kanban board and other public radiators. I created the SQL Server databases and wrote the custom stored procedures. I created a conversion program to move the legacy desktop databases into a multi-tenant SQL Server environment. The result was a cohesive high performing agile team well on their way to delivering a quality product on schedule and on budget.

3.SAFe Agile Technical Analyst Aug 2014 – Feb 2015

Accenture Federal (Sparks IT Solutions), Washington, DC

US Postal Service/Service Performance Measurement (SPM)/Informed Visibility (IV) Project

Keywords: Oracle, PL/SQL, OLTP, Visio, Version One, Agile, SAFe, USPS/FS/SASP/SPM/IV

The USPS SPM batch job produces performance metrics on the time for a package to travel through the Postal system processing between 500M and 1B postal transactions daily. I designed enhancements to the IV system to change it in a near real-time system. I researched advanced Oracle topics and provided specialized techniques for coding PL/SQL stored procedures on Oracle’s largest in-memory database installation. I documented the TO-BE states using BPMN in Visio. I validated Solution Architecture options. I mentored team members on requirements elicitation and modelling techniques and agile principles. I guided team members in the use of Version One to manage User Stories and Release Trains. The availability of current USPS SPM metrics was reduced 98.3% from 24 hours down to 5 minutes.

4.Requirements Tool and Agile Business Analysis Process Coach Mar 2013 – Mar 2014

BlueCross BlueShield of North Carolina (Matrix Resources), Durham, NC

Keywords: SAFe, Agile, Waterfall, Hybrid, Scrum of Scrums, IBM, Jazz, RTC, RRC, HP QC, HP ALM, Topaz, TriZetto, Facets, Salesforce

BCBSNC’s next generation development straddled agile methodologies (SAFe, Scrum and Kanban), waterfall development and regulatory compliance which required unique solutions to requirements management and automation with the IBM Rational Jazz suite. I created custom models in Rational Requirements Composer (RRC) to handle a hierarchy of Project, Scope, Business/Functional Requirement, Themes, Epics, Features, User Stories and Acceptance Criteria to provide robust traceability matrices. I created 2-way linkages to SAFe Release Trains in Rational Team Concert (RTC) and to support test cases in HP Quality Center (QC). I created ACA and regulatory specific artifact types for internal coverage tracking. I developed custom applications with Open Services for Lifecycle Collaboration (OSLC) and Requirements Interchange Format (ReqIF) standards. I developed robust reporting and exports to be used in fulfilling regulatory compliance. I handled user provisioning, project and user onboarding and role assignments. I was Scrum Master at times for our tooling team removing impediments and performing Sprint Planning, Backlog Grooming, Sprint Review and Sprint Retrospective ceremonies. The result was a cohesive environment between the Business Analysts, Program Managers, Project Managers, Development Teams and the tools they use to manage their workload.

BCBSNC’s workforce required training and mentoring on the RRC tool and on best practices for their large community of Program and Project Managers, Business Analysts and Stakeholders. I edited and update existing custom training materials. I delivered classroom and remote training sessions to over 100 professionals as well as one on one sessions for upper level management and the C-suite. I prepared 35 Business Analysts for RRC certification. I provided business analysis for over 9000 requirements supporting migration to TriZetto Facets and Salesforce. I created agile Themes, User Stories, Use Cases, Unified Modeling Language (UML) diagrams and architectural designs. I conducted bi-weekly Brown Bag Lunches which highlight new features and provided users a forum to surface issues. I mentored Business Analysts on the Business Analysis Body of Knowledge (BABOK) from the International Institute of Business Analysis (IIBA). I coached Business Analysts and Stakeholders as they developed, linked, traced, reviewed, approved and reported on requirements content.

5.Senior Agile Requirements Analyst May 2012 – Mar 2013

Multiplan Inc. (Tekmark Global Solutions), New York, NY & Rockville, MD

Accounting Billing and Receivables Rewrite Project

Keywords: Healthcare, Billing, Claims, Requirements, Jira, Quality Center, User Stories, UML, BPMN

MultiPlan was dragging on a conversion of their legacy Accounting Billing and Receivables System without existing documentation. I reverse-engineered 9,500 AS-IS artifacts stored in my custom requirements management database. I created User Stories in Jira. I documented Fee Contract Management, Claim Adjustment, Custom Invoicing, Payment Processing and Reporting modules. I mentored team members in requirements best practices. I validated requirements through JAD sessions with business stakeholders. I developed Visio UML and BPMN artifacts to support requirements elaboration. I developed Microsoft Word reports. I installed Jira and interfaced it HP Quality Center and Subversion. MultiPlan was able to double their speed of product increment delivery.

6.Senior Requirements Analyst Nov 2011 – Mar 2012

Bank of New York Mellon (Dean and Edwards), New York, NY

Government National Mortgage Association (GNMA or Ginnie Mae) Modernization Project

Keywords: GNMA, Ginnie Mae, Mortgage-Backed Securities, Requirements, Business Rules

The Bank of New York Mellon, as the outsourcer for Ginnie Mae’s automated systems, required documentation of the legacy system to be used in the architecture design of their new system. I created requirements and business rule documentation on multiple systems used to manage Issuers and process Mortgage Backed Securities (MBS). I created a custom requirements management database to manage legacy artifacts. I developed Functional Requirements, Business Rules, Use Cases, UML Activity diagrams. I developed an interface to Microsoft Word to create Software Requirement Specifications (SRS) and Business Rule Extracts (BRE) documents from the requirements database.

7.Senior Programmer Analyst Jan 2011 – Aug 2011

Bank of America Corporation (Sapphire Technologies)

Edge Mortgage Origination System

Keywords: Mortgage Origination, XML Web Services, Fannie Mae, Freddie Mac, Jira, HP QC, Clarity

The Bank of America mortgage system, Edge, was in use at more than 6,000 bank branches located within the United States. I reviewed and implemented requirements according to BRD, SRS and Design documents. I created XML interfaces to Fannie Mae and Freddie Mac systems. I managed defect resolution with HP Quality Center and Atlassian Jira. I managed project portfolios with CA Clarity.

8.Requirements Project Manager and Agile Scrum Master Aug 2009 – Nov 2010

Administrative Office of the U.S. Courts (AOUSC) (Unissant, Inc.), Washington, DC

Infoweb Program Modernization

Keywords: Requirements Management, Agile, Scrum, TFS, SDLC, SharePoint

The AOUSC was at the start of a multi-year project to migrate the legacy Infoweb web portal to more modern technology. I was the Scrum Master for an agile team creating various SDLC documents. I documented the 15 critical of the 65 systems comprised of Personnel, Early Buyout, Security, Emergency Notification System, Congressional Budgeting and Appropriations along with other systems. I evaluated Rational Requisite Pro, Microsoft Team Foundation Server (TFS), Telerik TeamPulse and custom SharePoint applications eventually selecting TFS as the Requirements Management tool. I installed, configured and administered the TFS server. I managed the development of a custom requirements application to interface with TFS.

I architected a custom reporting solution from TFS to create various standard SLDC documents in Microsoft Word. I developed the project team by discovering strengths and mitigating weaknesses. I managed the reverse engineering of the Infoweb Program applications. I implemented agile Scrum and trained team members on the methodology and processes. I mentored team members in requirements best practices. I elicited and validated requirements with senior executive stakeholders and product owners. I created SRS documents, Use Case specifications, Activity (workflow) Diagrams, Use Case Context Diagrams, Global Glossary and Global Requirements for each system. I used Microsoft Project and created Release BurnDown Charts and Task Boards.

9.Senior Consultant, Project Manager, Developer Dec 1997 – Present (part-time)

Micro Technology International, Inc., Gaithersburg, MD

Merchant’s Watchdog POS, Open eBay Apps

Keywords: Web, e-Commerce, POS, API, eBay, PayPal, Credit Authorization

I managed the creation of a series of web applications that are integrated directly into ebay.com via their Open eBay App program. I architected and developed tightly coupled integrations between MTI’s client-server based Point-Of-Sale systems and the various eBay properties: eBay.com, PayPal.com and ProStores.com. I re-engineered a legacy single store retail point-of-sale system into a chain distributed system with warehouse and headquarters capabilities.

10.Other Consulting & Development Clients

Keywords: SQL Server, Oracle, DB2, Informix, Access, Java, C#.Net, PHP, Visual FoxPro, Visual Basic

I developed various enterprise, line of business (LOB), web and desktop applications primarily utilizing technology stacks and database engines from Microsoft, Oracle and IBM.

Government - NASA Goddard Space Flight Center, National Institutes of Health (NIH), New York State Department of Taxation, U.S. Dept. of Energy (DOE), U.S. Dept. of Housing and Urban Development (HUD), U.S. Dept. of Veterans Affairs (VA), U.S. Federal Emergency Management Agency (FEMA), U.S. Federal Energy Regulatory Commission (FERC), U.S. General Services Administration (GSA)

Military (Civilian) - U.S. Naval Observatory, U.S. Naval Research Laboratory (NRL)

Healthcare - BlueCross BlueShield of North Carolina, Community Health Network of Connecticut, Health Net, Multiplan

Private Sector – American Chemical Society, Bob Dole Presidential Campaign, Cable and Wireless USA, McDonnell Douglas, NISH (National Industries of the Severely Handicapped), Norman Data Defense Systems, Inc., PG Calc, Inc.

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