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Management Project

Detroit, MI
September 13, 2018

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A visionary with over twenty years of Information Technology experience working with organizations to conceptualize, idealize, energize, document, design, develop, test, rollout and support COTS (Custom Off the Shelf) and Non-COTS solutions.

A strategic and tactical resource with over twenty years of service across Government, Retail, Healthcare (Insurer, Provider), Pharmaceutical, Financial Services, Telecommunications and Consulting Services sectors

Over twenty-one years of enterprise, business, functional, systems, technical, integration and infrastructure analysis experience in addition to solid requirements, change and process management capabilities

Over Thirteen years of solid and current process engineering skills across enterprises (business, information, technology, application and data) working to deliver relevant artifacts (logical views/designs, scope documents, problem statements, project charter, business cases, use cases, road maps, as-is, to-be, reference models, current & future state diagrams etc.) leveraging industry and sector frameworks as applicable i.e. Business Process Model Notation (BPMN) Frameworks, Unified Modeling Language (UML), Objected Oriented Design (OOD/OOA), Software Oriented Architectures (SOA), TOGAF, Zachman and Federal Enterprise Architecture (FEA) frameworks.

Over Thirteen years of experience leading and managing business process management implementations (strategy, discovery, design, analysis & delivery), developing KPIs & leveraging various tools including lean, six sigma, kaizen, SIPOC, DMAIC, RACI, VOC etc.

Over Twelve years of solid financial services experience working within retail banking, foreign investments, life insurance, wealth management, pension & annuities

Over Twelve years of enterprise and project risk / management experience; identifying, monitoring, executing and controlling project (product, requirements, solutions and change) risks.

Over Twelve years’ of experience managing project budget, schedules and end-to-end project plan across multiple responsible parties(project internal, external stakeholders including & party vendors)

Over Twelve years of quality assurance experience; developing, executing and managing test strategies, test scripts & test scenarios/conditions)

Over Ten years’ experience coordinating analysis activities, estimating efforts, managing resources, recommending solution options, documenting /developing business cases, business strategy, process improvement opportunities including facilitating and the managing of vendor selection processes for buy options ( RFP, RFQ, RFP, RFI).

Over Ten years of information security experience leveraging industry, state and federal regulations to improve security outcomes for enterprises (Identity/Access, HR, Physical, Integration, Application etc.)

Over Nine years of experience identifying and expanding business opportunities, building and leveraging strategic relationships, structuring partnerships, and creating winning solutions.

Over Nine years of contributing to and developing GRC (Governance, Risk Management and Compliance) frameworks across enterprises; resulting in alignment of IT services through resource optimizations and effective integration of processes & platforms

Over seven years of Functional INGENIUM (Life Insurance Administration System) experience in the areas of policy administration, taxation, agency compensation, new business, underwriting and re-insurance.

Over seven years of core analytics, business intelligence and data warehouse experience working with numerous backend solutions such as Access, MS SQL Server, Oracle, IBM and MicroStrategy tools

Over seven years of data collection, aggregation, analysis, decomposition and mapping experience levering industry and global data governing standards.

Over seven years managing consulting and non-consulting resources across geographically dispersed locations

Almost six (6) years’ experience implementing healthcare & pharmaceutical based solutions (supporting health care services providers, payors & state government entities/agencies) .

Over 4years working within retail and delivering broad based retail capabilities including shopper traffic management/analytics, logistics and warehouse replenishments, reporting and omni-channel integrations.

Over two years’ experience designing and implementing SAP Success Factors Learning Management solutions

Experienced tracking projects leveraging several project tracking tools including JIRA v5/6.4, Serena ALM, HP ALM amongst others

Almost 5years working on and delivering SCRUM/Agile projects (working as a Scrum team member, Scrum Master and Product Owner)

Overall, a result oriented, customer centric and highly motivated individual with excellent communications and interpersonal skills


Re-engineered business processes for various departments within top financial services institutions in North America (RBC Canada, CIBC Canada, GWL Canada, Woodmen of the World Omaha, Knights of Columbus) reducing process redundancies and increasing process efficiencies thus saving these organizations in excess of $100M across departments that include; Client service delivery, Underwriting, New Business, Taxation, Annuity Services, Policy change, Membership Services, Certificate Accounting, Policy Administration, Claims, Global Services, Fund Management, Risk Management, Banking, Life and Auto Insurance reducing redundancies and increasing business process efficiencies.

Established best practices by implementing global business processes, templates, requirement artifacts that were sharable & reusable through BPM/Share point servers that are secured and collaborative saving hundreds of thousands employee man hours.

Established and re-enforced BA Competency practices across participating organizations thus elevating BA resource proficiency levels by an average of about 70% and thus contributing to their success at CBAP & CCBA exams

Helped to identify numerous process limitations/bottlenecks as well as made recommendations that improved overall system’s performances by 15%, increased market share by 20%, improved team productivity by almost 30%, reduced project expenses by 35% thus resulting in a solution that was greatly optimized, leaner and expanded these organizations competitiveness

Managed over 165 successful projects, 350 BA resources as well as over 7500 project resources across geographically dispersed locations.

Delivered in excess of 700 BRDs, 200 FRDs, 150 TRD, over 10 SOPs and several thousand use cases, user stories, epics/features, test cases and test script artifacts

Led and delivered RCSA workshops (Risk Control Self Assessments for Fund Administration, Risk Management, Travel Support, Store Systems, Loss Prevention) & BCP’s that resulted in quick identification and mitigation of risk factors thus saving organizations in excess of $300M

Held various titles and worked in numerous capacities on projects i.e. Project Manager, Business Analyst, Systems Analyst, Developer, Product Owner, Designer, Consultant, IT Delivery specialist, Quality Assurance Officer, Compliance Office, Database Analyst, Risk Officer, Investment Analyst, Mentor, Requirements Manager, Team Lead etc.

Developed USE cases, Business Requirements, User Stories, Risk Profiles, Entity Diagrams, Application Models, Relationship models, Domain models, Technical Specifications, User Manuals, Test Plans, Test Matrices, Test Strategy, Test Conditions, Business Cases, Project Charters, Release Notes, Implementation Strategy, Requirement Management Plans, Project Management Plans, Features, Functional and Systems Specifications

Developed best practices around UML, Object oriented analysis, JAD sessions, Facilitation, Structured Walkthroughs, Executing, Monitoring and controlling the dynamics of the projects.

Developed strategies to ensure compliance with both local and international business market standards through the coordination of related activities between Client Service Managers, Global Custodian Administrators, systems’ staff and the trade services group leading to tax savings in excess of CAD $10M.

Experienced in managing conflicts and interfacing between the developers and the business community ensuring that requirements documented are clearly understood and interpreted in development.

Strong technical knowledge using a variety of software and operating systems such as UNIX, DOS, WIN NT4.0, WIN XP, WIN ME, MS Office Suite, Lotus Suite, Client Management System (CMS), Document Management System (DMS-FileNet, OnBase, Enterprise Content Management), Learning Management System (LMS/LCMS), Database systems, Visio and Adobe Photoshop; Excellent knowledge of Web technologies, databases and Mainframe systems.

Delivered numerous data reporting, visualization and workflow projects plus artifacts that include: project schedules, charters, plans, strategies, cost benefit analysis, project risk matrices, reports etc.

eveloped an In-house HRIS and a PCIS application based on a Client / Server architecture

Designed, tested and implemented OKTA SSO platform

Designed, tested and implemented a global SAP SF LMS solution


Agile Scrum Master (ASM)

PMI-ACI training completed

Masters in Information Technology Management (Concentration: Data & Information Security Management)

Masters Certificate in Financial Management

Certificate in SIX SIGMA “Green Belt”

Certificate in Program Management

Certified Business Analyst Professional (CBAP)

Certified Project Management Professional (PMP)

Scrum Fundamentals Certified (SFC)

Masters Certificate in Project Management (MCPM)

B.Sc. (Combined Honors) in Computer Science & Economics


Business Intelligence Tools (SAS, MicroStrategy), OBI, Tableau and Essbase

ERP Tools (Oracle, SAP Sales & Distribution, NetSuite, Microsoft Dynamics AX)

SAP Success Factors Learning Module

Quality Compliance Management Systems including CAPA & Deviation Management (Track wise), Change Management

Insurance Administrative Systems (INGENIUM, Trinidad Associates Inc. – Life Reinsurance System, Field Administration and Tracking Systems – Sales Compensation System), DB2, Life 70, Life Suite, Life map, Capsil, Pasport, Sygma, BEDROCK, Mainframes and Client Server Systems)

Backend Systems include: Oracle, SQL Server, PL SQL, Sybase, MySQL

E-Business and Oracle Databases – An Implementation for Distributed Systems

Advanced Programming Techniques including COBOL, OODD, C Visual Studio, .NET

Methodology: SDLC, ASAP, PLC, OOA, AD & Structured Methodology

Process Engineering Tools include: MS Visio, HOLOSOFX BPM Suite & IBM MQ Series Workflow, WebSphere, UML, Enterprise Architect, Mind Maps, Business Integration Modeler V5.1/5.1.2

Project Management: MS Project, Team Play, Time Control, Clarity, SharePoint, SharePoint, TFS, JIRA

Requirements Elicitation and Management: Caliber RM and RDM, BluePrint, Irise, Requisite PRO, Rational DOORS, Axure RP

Versioning & CASE Tools: Visio, Rational Rose, Requisite Pro, CVS and ClearCase

Reporting Tools: Crystal, Oracle reports and Business Objects

Web Designing & Development Tools : Dreamweaver, Adobe Photoshop, EDI & Internet tools (FrontPage 2000, HTML 4.0)

General Tools: Microsoft Office Suite, Lotus Suite, Lotus Notes, Corel Draw, UNIX, IBM

Quantitative Analysis


Atrium Innovations/Nestle – Lead Business Process Analyst/QA/PM Jan. 2018 - Present

Atrium Innovations is recognized around the world as an innovative leader in the development, manufacturing, and commercialization of science-based nutritional health products.

Supporting the implementation of an eCommerce initiative, managing 3rd party vendor engagements, providing technical leadership, and supporting interface and data migration/conversion needs.

Worked with teams to define, develop and implement test strategy for Magento R2 implementation with Pardot, Salesforce and Artifi integration components amongst others.

Contributing to the development of business rules and process engineering models

Worked with teams to evaluate, analyze, update and approve over 40 business and technical processes

Contributed to the identification of key KPIs and documentation of applicable process measures and controls

Delivered business requirement, use cases, technical, process and traceability templates

Ascena Retail – Lead BSA/PM Security Consultant (GRSC) Nov. 2017 – Dec. 2017

Ascena retail group, Inc. (NASDAQ: ASNA) is a leading national specialty retailer offering apparel, shoes, and accessories for women under the Ann Taylor, LOFT, Lou & Grey, Lane Bryant, Maurice’s, dress barn and Catherine’s brands, and for tween girls under the Justice brand.

Worked with teams to improve the quality of reporting queries for execution by stakeholders (Oracle database reporting)

Contributed to the development and delivery of cyber security plans and tools

Worked with teams to deliver project initiation and resource allocation processes, customer service engagement models, SDLC workflows as well as other process driven artifacts within GRSC

Worked with teams to deliver business, functional and technical requirement specification documents

Assisted with the development of compliance documentation and maintenance of standard operating procedures (SOPs) and training documentation and materials.

Worked with teams monitoring and evaluating process quality with a keen eye for spotting areas of redundancies, bottlenecks and inefficiencies; documenting quality gaps and key improvement measures (i.e. identifies and recommends quality standards)

OTS LLC –Freelance Coach, Mentor & Practice Lead (BA/PM) May 2017 – Oct. 2017

Opportunities Technology Services is an Information Technology based service delivery platform that is primary focused on delivering high quality, extremely talented technology resources & capabilities.

Worked with business analysis teams to develop talents, competencies and approaches while assisting to increase service delivery efficiencies and process optimizations

Provided hands on coaching, training and mentoring of new, junior and experienced business/IS analysts

Introducing and helping to establish agile/scrum framework across organizations, delivering agile/scrum artifacts include user stories, themes, product backlogs, traceability matrices, test cases; while working with agile task delivery, management and documentation tools that include; JIRA, wikiNotes, share net/SharePoint etc.

Supporting processes and developing value stream maps (RACI charts, SIPOC definitions etc)

Provided on-going support to teams and partners

Biogen – Snr. Implementation Consultant (SAP Success Factors Learning-LMS) Mar. 2015 – April 2017

At Biogen, we develop, market and manufacture therapies for people living with serious neurological, autoimmune and rare diseases. Biogen is focused on areas where we can have the greatest impact and benefit for patients worldwide.

Worked with program managers to manage and support overall release planning & staffing

Participating in incident/crisis management to identify/assess business impacts, determine/facilitate work-around (cloud, cyber and project)

Worked with teams to define RFP questionnaire and to identify/select LMS system integrators

Lead a team of business analysts to elicit and document application, reporting, integration and migration requirements and downstream artifacts

Led and facilitated configuration workshop design sessions, UAT strategy and execution workshops

Worked with teams in the delivery of business processes, procedures, quality risk assessments, trace matrices, test artifacts (test cases, test data sheet, test plans, test summary etc.), SOPs and DR/BCPs

Led a team of system integrators, vendor and IT resources to deliver successfully SAP SF Learning Management Solution after almost 18months of project planning, executing, management and controls

Led the delivery and successful implementation of SF Learning 1608 enhancements while helping to develop a standard of care for Biogen

Assessing and analyzing existing client’s business/data processes, technical architecture and systems requirements

Articulated project goals and scope, translate business needs into technical specifications, delivered detailed “WBS”, managed scope creep, tracked milestone achievements, facilitated lessons learned sessions and delivered project status artifacts.

Contributing to incident, change & resolution management processes (issue identification, problem management, configuration management, change management, availability management, service continuity management, capacity management & IT security management)

Leveraged JIRA in tracking and managing project issues and tasks

Coach team members on agile principles and provided guidance on methodology as needed

Delivered 3rd party/vendor management & HR global learning risk assessment profiles as well as appropriate enterprise security controls

National Heritage Academies – Senior Implementation Consultant Sept. 2014 – Feb. 2015

National Heritage Academies (NHA) partner with local school boards to build and manage no-cost public charter schools – that is designed to eliminate the achievement gap and provide a public school choice to families so that their children are prepared for success in high school, college, and beyond.

Coaching, managing and developing BA talents through the successful implementation of a BACOE (Business Analysis Center of Excellent) as a composite of the PMO (project management office) with an ultimate goal to improve efficiency of project teams

Assessing and analyzing existing client’s business processes, assets, technical architecture and systems requirements

Designing, developing and implementing new UI (Usability) standards helping to improve the quality and usability of web based solutions.

Contributing to incident, change & resolution management processes (issue identification, problem management, configuration management, change management, availability management, service continuity management, capacity management & IT security management)

Developing and implementing refined enterprise business process workflow processes and data flow models

Delivering (epics/user stories, themes & issues), business, functional, non-functional and technical requirements for student services, master scheduling, system’s administration, household administration, curriculum and caseload management ERP solutions

Implemented a quality assurance strategy that ensured test cases/requirements alignment as well as optimal resource optimizations

Helping to initiate, conceptualize, design and implement an organic ERP (Enterprise Resource Planning) K-12 solution that is robust, adaptable and reliable

Identifying, documenting and managing business expectations and cross functional project engagements

Contributing to the stabilization of the project management and business analysis offices

Helping to implement an enterprise wide quality assurance program that incorporates a holistic defect management strategy.

Managed and maintained project product catalogues/backlogs and schedules

Delivered several project level artifacts including business requirements, functional requirements, technical requirements, test strategies, test implementation plans, project plans, project charters, project risk management plans, requirement plans, defect summary artifacts, traceability matrices, process diagrams, entity diagrams, data maps, data definitions, UI idea boards, wireframes and prototypes etc..

Leading and collaborating with cross functional and global teams of exceeding 35 resources.

Collaborating with development teams on technical task management, database specification artifacts, code and unit test management/delivery

Initiated and participated in the delivery of functional solution training through seminars, workshops and product demonstrations

Leveraged JIRA in tracking and managing project issues and tasks

Contributed to project/sprint planning, reviews, demos, velocity and sprint release progress

Worked closely with assigned product owners in documenting vision, epics, themes, risks as well as ensuring that spring is tracking as expected.

Delivered a learning organization risk assessment profile as well as appropriate enterprise security controls

SOM Lansing MI – Snr. Consultant Enterprise Architecture/Technical Analysis Jan. 2014 – Sep. 2014

State of Michigan – DTMB - Department of Technology, Management and Budget, working with other agencies across the state to make ‘SOM’ one of the most innovative, efficient and responsive governments in the world

Assess and analyze the impacts of business vision, strategies and direction on existing and future business processes and technology

Evaluate new concepts, technologies and solutions through POC Validations

Deliver enterprise architecture and data modeling artifacts such as dictionaries, business rules, workflows, maps, specifications etc.

Created and delivered a performance metrics report for the SDT team utilizing excel macros, pivot tables, vlookups, graphs etc.

Contributed to the overall improvement of existing service delivery models for ‘SOM’ enterprise solutions (service availability, security, incident tracking, configuration management and overall ITSM)

Work with key stakeholders to identify business drivers, key capabilities, application, data, business and infrastructure architectures required to deliver tactical, strategic and operational requirements across the enterprise.

Contribute to technical leadership, guidance and direction that lead to overall SOM DCH/Medicaid platform stabilization & improvements – member of the enterprise architecture review board

Work with business and technical subject matter experts to assess business needs, establish business priorities and determine options, risks, and cost benefit for recommended solutions

Lead, participate and contribute to the success of requirement review, alternative analysis, recommendation review, ad-hoc issue review and design definition sessions delivering appropriate artifacts

Organized and facilitated sprint planning, daily stand up meetings, reviews and other scrum related meetings

Assisted teams in agile estimation techniques and advocated for continuous process improvement leveraging agile/scrum framework

Delivered 3rd party/vendor management & cloud risk assessment profiles as well as appropriate enterprise IT security controls for state of Michigan.

TJX INC. Framingham MA – Senior Managing Consultant (June 2011 – Nov. 2013)

TJX Companies, Inc. is the leading off-price retailer of apparel and home fashions in the USA and worldwide.

Execute and deliver requirement artifacts on complex projects and program initiatives including BA Plans, Requirement Management Plans, Requirements Change Management Plans, BRDs, FRS, TRDs, Gaps and Impact Analysis Docs etc.

Execute and deliver process artifacts on numerous projects including; AS-IS, TO-BE, Data, Application, Business and Technology models

Delivered/worked in a team to deliver: Customer Loyalty and Reward programs, Order Delivery Management (eCommerce/Stores), Payment Gateways & Fulfilment solutions amongst others.

Trained, mentored, coached and supported Business Analyst, Enterprise Analyst and Process Architect resources to meet/exceed Enterprise ‘BAO’ objectives – Thus establishing best practices groups in business analysis, architecture, business intelligence & quality assurance

Supported the delivery of numerous store systems related project initiatives (Store Operations, Loss Prevention, Customer Service, Enterprise data migration & remediation projects)

Worked extensively with MS Excel to deliver various forms of reports for senior management and related IT/business depts. Leveraging pivot tables, formulas, data sorting & filtering functions

Leveraged excels pivot tables to aggregate, evaluate and analyze store operations data across the enterprise

Initiated, developed, maintained and executed overall Test Strategies (included smoke, functional, systems, regression, stress, integration & user acceptance tests); while managing overall test results

Translate high-level business strategies into operational strategies and practical solutions

Deliver problem statements, project plans, business cases, use cases, test cases as well as risk assessment artifacts

Contributed to the development of an enterprise capabilities roadmap (tactical & operational) as well as improvements to the change management processes

Worked with vendors to improve 3rd party vendor business analytics capabilities

Delivered detailed project artifacts including detailed project plans, revised risk assessment and mitigation plans as well as ensured project stayed on schedule and within budget.

Responsible for identifying and staffing teams while ensuring adequate resource allocation, staff optimization, requirements prioritization as well as appropriate change management.

Leveraged JIRA in tracking and managing project issues and tasks

Taught BA teams to create and document clear epics/user stories

Delivered hundreds of SQL statements & queries as part of the analysis/development phases of projects

Contributed to the improvement in capabilities of existing security incident event monitoring systems (cloud versus non-cloud based) & loss prevention systems

HEALTHWAYS INC. Nashville, TN – Lead IT PM/Business Systems Consultant (March 2010 – June 2011)

Healthways offers comprehensive solutions that improve well-being, decrease healthcare costs, enhance performance and generate economic value for our customers.

Review and validate information, processes and designs while insuring integration across programs/projects as a means to leveraging opportunities and managing risks

Translate high-level business strategies into operational strategies and practical solutions

Provide insights into operating vision that will ignite identification of capabilities necessary to deliver an effective enterprise solution

Develop project charters, epics (user stories), migration plans (that includes risk, complexities, costs, efforts, degree of change, delivery schedule), benefit realization frameworks, business solution plans and other project artifacts.

Managed and re-prioritized product backlogs using JIRA

Participate in the review and development of work flows and business requirements to ensure the delivery of a quality product consumable by downstream users i.e. transforming business ideas into functional system concepts that are practical and testable resulting in improved member experiences, member wellbeing and overall customer satisfaction.

Performed assessments (Business, Functional, System, Technology, Infrastructure, Product and Risks), managed scope creep, managed requirements, architecture, teams and projects.

Organized business demos for sprint deliverables

Led and managed the successful delivery of several challenging projects in consumer analytics, business intelligence and healthcare informatics

Worked with cross functional teams to identify & determine causes and effects of delayed response times on electronic customer profile application

Evaluated data gathered from multiple sources, reconciled data conflicts, decomposed high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs.

Assisted clinical and IT staff in defining data elements and definitions (metadata) that will ultimately improve patient outcomes.

Created data flow diagrams across the enterprise and delivered data maps that aligned with ICD-9, HL7 & EDI data transfer standards

Conducted build versus buy analysis for the requirements management and survey engine tools

Managed changes and defects – maintained a prioritized issues/risk catalogues while reviewing, analyzing, resolving and communicating results/changes/risks as necessary

Managed a team of resources (BA, QA, Designers and Clients)

Leveraged JIRA in tracking and managing project issues and tasks

Worked with teams to initiate in-house development of a claims management software

Delivered hundreds of SQL statements & queries as part of the analysis/development phases of projects

Delivered an asset inventory management artifact

Delivered 3rd party/vendor management, environmental and cloud risk assessment profiles as well as appropriate enterprise security controls

PFIZER INC. Groton, CT Snr. Enterprise Analysis Architect – BA Practice Mentor/Trainer (Jan. ‘10– March ’10)

Pfizer Inc. is a pharmaceutical company that is dedicated to discovering and developing new, and better, ways to prevent and treat diseases and improve health and wellbeing for people around the world.

Contributed to the establishment and successful daily operation of a PMO (project management Office) as a means of improving project relevance and delivery

Contributed to the development of tools that tracked project benefits and effectiveness across the enterprise

Led, coached, trained and mentored a team of engagement managers in defining acceptable solution framework standards, strategic goals, business process models, interface models, quality criteria and requirements across the enterprise.

Authored and delivered several documents including; business, functional, systems, interface and technical requirements, business cases, use cases, test cases, UML diagrams, activity workflows, entity relationship models, class models, business models, technology models, mock up screens and reports.

Developed and delivered relevant project artifacts related to scope, schedules, budgets, quality, risks amongst others while adhering to existing project management methodologies

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