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EA Consultant

United States
December 29, 2015

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Experienced TOGAF® certified senior consultant with demonstrated ability to manage complex, long term business and technology transformation projects

Strong Data Analyst with the ability to define scope, establish facts, elicit and document relevant data, analyze and communicate findings

15+ years network support experience in diverse industries, including government, medical, finance, insurance, funeral, mortgage, hosting

15 years database administration and maintenance

10+ years of CRM and financial software implementations

Certifications and Memberships:

TOGAF 9 Foundation (# 96375)

Member of Association of Enterprise Architects (AEA)

Data Architecture

SQL Server Database Development

Financial Reports Analysis

Data Modeling

Data Analysis

Training Preparation & Delivery

Master Data Management

SQL Server 2012

Technology Due Diligence

Data Migration

Report Specifications

Vendor Evaluation and Selection


Data Governance

TOGAF® 9 Foundation Certified

Professional Experience:

MilesCRM, Ltd., Houston, TX (Jan 2011 – present)

Data and Solution Architect, SparxEA Consultant

Accomplishments and Responsibilities:

Presents complex information in an understandable and compelling fashion to decision makers

Develops blueprints and catalogs to document current state, future target architecture, and first reference state for implementation

Works with business users to establish enterprise wide data governance principles

Designs and configures SparxEA repository from contract requirements to database tables, data entities, use cases, infrastructure, business processes and value streams to support enterprise traceability

Responsible for Application and Data transformation on an Enterprise Architecture team created to align sister organizations within a holding company

Delivered Enterprise Architecture presentations focused on abstracting details using big pictures to the IIBA Central Indiana Chapter members

IntelSat, Ellenwood, GA and Norfolk, VA (Oct 2013 – Feb 2015)

Data and Business Analyst, SparxEA Consultant

Responsibilities and Accomplishments:

Documented satellite monitoring modernization project

Managed traceability from contract to design requirements

Managed communication between developers and the client team

State of Indiana Department of Workforce Development, Indianapolis, IN (Jan 2012 – Apr 2013)

Data and Business Analyst, SparxEA Consultant

Responsibilities and Accomplishments:

Documented complex reporting requirements for accounting and claims processing system during custom application development of Indiana Unemployment Insurance Modernization (UIM project - $60M)

Collaborated with teams of executives, business analysts, testers, developers to configure SparxEA as requirements repository to provide traceability from contract requirements to delivered system components

Wrote detailed Functional Design Specifications for reports with daily accounting transactions of “money out” of claimant benefits, and “money in”, the funds “drawdown” process from US Treasury to Indiana DWD

Catalogued system capabilities and business use cases to ensure custom software coverage by Value Stream and contract requirements

Conducted Gap Analysis using Sparx Enterprise Architect software and presented findings to the Executive Team using visual models

Trained a team of business analysts and developers to maintain information repository in SparxEA

Conducted data conversion and migration analysis utilizing data modeling for Legacy accounting and claims system to Oracle 11g

Co-chaired the Architectural Review Board of a $60MM state government project

Ascension Health Holdings, LLC., TriMedx Healthcare Equipment Services, Indianapolis, IN (Feb 2011 – Sept 2011)

Systems and Data Architect

Responsibilities and Accomplishments:

Responsible for establishing an Enterprise Architecture initiative to support near and long term AH Holdings objectives

Supported Enterprise goal of increasing revenue from $250MM to $1B

Introduced Data Governance and authored the original Enterprise Data Principles

Developed architectural blueprints, including data and integration models (Current and Future State)

Developed architectural catalogs and artifacts

Organized and performed Gap Analysis activities

Responsible for leading and organizing the architecture project tasks and activities, creating workshop/educational material

Maintained artifact repository, reviewed artifact quality

Participated in project planning

Mentored client architects

Access Healthcare LLC, IT Administrator and Special Projects Manager (October 2009 – August 2010)

Responsibilities and Accomplishments:

Responsible for vendor management and evaluation

Supported multiple physicians practice locations utilizing Citrix technology

Managed all phases of project development to include interaction with the sales team through consulting, development, data migration, testing and installation

Provided lead tech support to the company’s help-desk

CRM and Sales Force Automation, Athens, OH; Columbus, OH; Batesville, IN; Carmel, IN; Indianapolis, IN; Raleigh, NC; Black Hawk, CO (Feb 2000 – Nov 2011)

Implementation and Database Consultant


Evaluated, planned, built and deployed Customer Relationship Management Solutions for a wide variety of clients in diverse industries (government, medical, finance, insurance, funeral, mortgage, hosting)

Worked closely with the CRM product development staff of vendors to include FrontRange Solutions

Executed the plans of the marketing team to include mass mailings, faxing, and email campaigns. A typical day processed in excess of a thousand outgoing faxes

Built tools and processes for the Sales force, including automated Client Follow Up, Conversion of incoming faxes to email, Paperless faxes & PDFs merging salesperson to the client

Developed and maintained business critical processes using multiple SQL servers, GoldMine Customer Relationship Management (CRM), Goldbox, and Z-Firm Omni-Rush technologies

Provided client on-site service including: installation, migration, integration, system upgrades, and trouble shooting of dbase and SQL Server databases

Quick absorption of new technologies


Extensive knowledge of database reports, including Crystal Reports

Worked with VP Sales on executive dashboards’ requirements

Performed advanced troubleshooting and reported data corruption


Created technical courses, and delivered classes live, and over the web for sales people, management, and administrators, including Advanced SQL Queries class

SQL tutor for DB2 and Oracle

Responsible for the help-desk of the third largest Goldmine CRM/HEAT Solutions provider in the country (Expanse). Provided technical support for over 400 active clients

Developed an industry leading help-desk structure specifically referenced in the ‘Goldmine for Dummies’ publication


Bachelor of Arts, General Studies

Indiana University, Indianapolis, IN

AA Computer Information Systems – Programming

Ivy Tech State College, Indianapolis, IN

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