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14 Projects - Consultant ECM SDLC Parameters QA and User Training

Boise, Idaho, United States
30+ per hour
October 05, 2016

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1.“Senior” Consultant wishes to provide effective and timely SDLC/ECM/QA support and solutions for teams using applications built with iterative release processes. (e.g. Agile/Scrum/Iterative etc.)

(Note: During the last few healthcare projects, candidate’s analysis tasks provided evidence that approximately 2% of data/documents in repositories cannot be retrieved based on “unrecognized” metadata issues.)

2.Services to be provided as a contractor or as an employee - as needed – in support of current team members.

3.Assist Agency Management in developing modular OOTB solutions for process modifications/improvements.

TEN TASKS that Candidate is equipped to deliver: Tasks valid with ALL Applications that input retrieve data and documents

1. Execute necessary non-disclosure agreements

2. Log Analyze Current User tasks and processes

3. Based on user task analysis test integrity of “Retrieval Needs” processes for database(s) repositories

4. Analyze “non – user” data document content input processes as they occur. (EDI Fax Scan etc.)

5. Analyze “basic integrity” of total database repository content and provide “reports of anomalies”

6. Develop data dictionaries repository profiles for team use

7. Develop test cases test scripts tools for: (1) user acceptance testing and (2) operational acceptance testing

8. Compare analysis of input and user retrieval processes to assist with ECM management options (e.g. Archive)

9. Provide Requirements and Code Management teams with analysis results

10. Provide Process recommendations and consultation on new CMS modular implementation processes

The link below will deliver you to documents I have authored. (SQL User + Test Scripts BRDs Design Docs More

For specific examples of the results obtained using the tasks described above – See the BC Analysis summary. Logging was used, IP addresses identified users, SQL Repository(s) scripts and other tools were used to specifically identify all ECM processes and contents.!166&authkey=!APsImF0kiPmw9SA&ithint=folder%2c

(Use Ctrl+Mouse)

Integration of EHR data between applications

(During the development and implementation of my site, thousands of test cases and scripts were developed to insure that the complex web processes all worked as needed. The nature of these healthcare processes requires absolute integrity and accuracy of data.) This web site was designed to provide intense monitoring of post treatment client and team tasks.

Electronic data input and output has been built into the site processes. My experience and skills have assisted in the development of these processes and the inclusion of new mobile processes. (e.g. automated SMS/text and verbal case data input)

Behavioral Case Management Web Site = (login = “imrdemo”/”password”)

Market Business Development – My corporate and consulting experience has provided a unique and effective insight into “real” customer needs. It has also developed perspectives on how these needs can be simply and effectively met. Marketing efforts can be enhanced via an understanding of: (1) customer priorities and real needs, (2) current application capabilities and (3) how to provide simple and modular solutions. An understanding of user needs also assists in defining suitable solutions and rational implementation processes.

Pre-consulting corporate management and marketing experience

15 Years corporate management experience – (American Western – Marketing Manager, Boise Cascade - General Manager, Mobil Plastics – Marketing Manager)

5 Years installation and support of enterprise accounting applications – (Great Plains, ACCPAC, IBM Platinum, Quickbooks)

Solution Development Experience and Skills

ECM - Enterprise Content Management - Analysis, Design, ETL, Implementation, Testing and Training

SDLC - System/Software Design, Development and Managed Deployment (Agile/Scrum/Iterative Release management)

ETL - Data Analysis, Mapping, Extraction, Integration and QA/QC (Quality Assurance)

Modular process modifications – Insure existing tools are understood and being used. Guide development scope..

Database Experience:

Database Tasks:

Data analysis, mapping, migration, integration and testing included in all engagements.

Taxonomy/Metadata analysis - comparing input results and retrieval needs

Managed unique database ingredients - ECM Applications – IBM, FileNet, Documentum, DocFinity, OnBase, .

(Note: FileNet originally used a Xerox based database – a few modules still use this configuration.)

Worked with Mainframe, Sybase, Informix, Oracle, SQLServer, Access data to provide ETL solutions.

Reporting Tools: SQL, Reporting Services, Visual Studio, Access, Excel, Crystal Reports and a variety of applications..

Testing Summary: 12 Projects have included all SDLC components – including ETL Tasks. (Tasks = Analysis of legacy and new databases, Analysis of current User Retrieval tasks, Data Document mapping and Integration, Manual Scripted Testing, Input Retrieval metadata analysis and final database integrity analysis.)

Tools: SQL, MS/Oracle tools, Access, Excel, Toad, Visio, Application Options and others

Legacy repositories analyzed and profiles developed

User retrieval tasks analyzed to develop required data metadata requirements. Logs and Analysis = no work interruption

Input data document processes are defined and analyzed

Repository content is continually analyzed and automated scripts developed

As Iterative Agile programming has grown, new automated/scripted testing processes were designed and reused

Code Release and Requirements management were enhanced (Tools: DOORS, JIRA and Custom)

User Acceptance Testing (UAT) and Operational Acceptance Testing (OAT) = all projects.

Extensive experience building use cases and extensive test cases.

As OOTB Applications were modified, supplemental testing processes were designed and implemented.

As Web based applications have grown, some structured testing elements have been used. (Atlassian Bamboo Custom)

Healthcare applications present unique ECM and testing issues. EHR requirements mandate that “all” documents input must be retrieved. (HIPAA/OCR fines/penalties thus far = $39,989,200.00)

Financial Experience:

15 Years corporate managerial experience (Mobil Plastics, Boise Cascade, Avery Label and American Western)

5 Years installation and support of enterprise G/L accounting systems (Great Plains, Platinum, ACCPAC, QuickBooks)

SDLC Projects with Wells Fargo, Homestreet Bank, Idaho Finance, HP G/L Accounting Implementation, Others

Historical Consulting Focus:

Customers: Major corporations and state agencies – IT and Business Development partnerships

Xerox\Cognizant (Medicaid/HIX), Blue Cross, Hewlett Packard, Delta Dental, Wells Fargo, Duke Energy, SC Edison, Bearing Point, Capgemini, Covansys and 10 State Agencies (CA/MT/ID/UT/NV/NH/RI/NE/IA/MI)

Verticals: Government Agencies, Healthcare (Medicaid, Providers, Claims and ECM), Business Development, Utilities and Finance.

Government Agencies: Medicaid, Managed Care, Behavioral Care, Home Services, Corrections, Finance, Insurance, Pension, Legislative Services, Technical Services, Education and Treasury.

Tools used during engagements:

ECM - Minolta, IBM, FileNet (Certified), Kofax (Certified), DocFinity, Adobe, OnBase, Documentum, XTCM, AppXtender, Legato, Teleform, AnyDocs, Hummingbird, EMC and IBM

SDLC Processes - JIRA (UI/Code Mgmt), DOORS (Requirements Mgmt), MS Project, Visio, Excel and Dashboards

ETL - Data Tools - T-SQL, SQLServer 2000-2008, Visual Studio, Reporting Services, Oracle, Access and Toad

Microsoft Products - MS Server, SQLServer, Mgmt Studio, Visual Studio, Office, Project, Visio and SharePoint

UI Design/Data Integration - Web Studio, Visio, Google and Adobe

Reporting: SQL, Excel, Access, Reporting Services, TOAD and Management Studio

CRM Application experience: ACT, Intuit, Microsoft - CRM 1.0/1.2 & Salesforce.

Consulting Projects:

10/2015 – Current - – Web Development and Marketing – Behavioral Healthcare

08/2012 – 10/2015 - Xerox Cognizant – Medicaid – ECM – BRD - Testing

09/2011 – 08/2012 - – Web Development and Marketing – Behavioral Healthcare

04/2010 – 09/2011 – Hewlett Packard – Develop Global Profit and Loss Application – Database/SQL/ETL

03/2009 – 03/2010 – – Web Development and Marketing – Behavioral Healthcare

02/2008 – 02/2009 – Blue Cross – ECM - Healthcare

11/2007 – 01/2008 – – Web Development and Marketing – Behavioral Healthcare

05/2007 – 10/2007 – State of Idaho – ECM - Testing

02/2007 – 04/2007 – Duke Energy – ECM - ETL

02/2006 – 02/2007 – Wells Fargo – ECM

09/2000 – 09/2005 – Covansys - ECM


Rick Ryerse –

John Southworth – Project Supervisor Referrals are available when appropriate

Steve Freeman – - Xerox/Cognizant- Administrator/Team member

Education: Whittier College – 3.5 Years – Interrupted –Military Enlistment SERVICE: USAF

David Rae – 6607 Lakeside Drive, Boise, ID 83714 – 208-***-**** –

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