Matthew Walpole

Cypress, TX

346-***-****

ad1eda@r.postjobfree.com

Profile:

Senior Business Analyst/Product Owner with more than 17 years’ experience in a wide range of Software Development Life Cycles [SDLC] with Onshore and Offshore Teams. Have led and managed key projects such as Regulatory Compliance, Business Intelligence, Data Warehousing, ERP, CRM, ServiceNow SAP, cVent, Eloqua, SQL and, Salesforce in Agile and Waterfall Environments.

Key Skills:

Drafting SOPs. SLA Document, TOMs, CMDB, Regulatory Rules Assessment, Data Process Document, Data Dashboards, Microsoft Package namely Excel (E.g., VLOOKUP, HLOOKUP, IFs, Pivots), Outlook, Projects, Word, and PowerPoint. Confluence, Lotus Notes, Lumzy, Jira, Cobol, HPQC, SharePoint Pmacs, Planview, predictive & visualization, wealth management. Operation Technology Systems, data privacy. Cloud Marketing CSDM, QTC.

Education:

B.S. Psychology, University of Houston, 2012.

Certification:

Certified Scrum Master

Professional Experience:

Cinga, Houston, TX Jan 2016 – Oct 2023

Senior Business Analyst – Life and Health Insurance/ERP/Salesforce

Implemented Service Cloud by Migrating from internal CRM system.

Created functional requirements for integration of Service Cloud.

Created functional requirements for integration of Community Cloud.

Created UAT script for Sales Cloud and supported QA team.

Implemented Community Cloud using Migrated customer information.

Implemented Marketing Cloud through eliciting requirement gathering and participating in the full SDLC for this implementation.

Integrated SAP using the Salesforce Receiver Adapter and the Salesforce Sender adapter.

Was Lead over a team of 5 Business analysts and three Work Streams on the entire IFS project in an Agile/Scrum Environment.

Gathered requirements from the MCO administrators to build a credentialing system that connected to PEMS

Worked on data privacy by eliciting requirements from the Business Team and applying the complete SDLC to improve this process.

Identified cross-functions for the accounting processes and HR systems through Requirement Elicitation meetings with Project Team members spread across four countries in different time zones: onsite and virtually.

Researched and documented the various statutory requirements for IFS processes and systems for 16 different countries.

Created the Securities Standard Operating Procedure (SOP) through daily Scrum and Retrospective meetings with both offshore and onsite and stakeholders including, the Policy, Legal, Accounts, PM, and IT Development teams.

Attained signoffs from relevant stakeholders and created Use case Descriptions and Diagrams on Visio.

Lead the migration from Lotus notes to SharePoint.

Created User stories based on stakeholder requirements on JIRA to streamline the HR and payroll requirements using ADP methodology.

Secured signoffs and created Process Flow maps.

Created a Version control matrix for all Project documentations.

Created Traceability Matrix keeping tracking of all flows across different countries.

Worked closely with the Project Manager to create a concise Risk Management Log System using HP Quality Centre.

Contributed immensely to the creation of the Test Scripts and provided technical support to the test team.

Served as Gateway for all Project Document.

Updated documentation to reflect decommission activities or new builds and provided input to improve deployment processes.

Participated in and Facilitated sprint review, scrum meetings –daily scrum, and retrospectives to guarantee consistency overboard.

Created a version control system for all projects documentation on SharePoint.

Morgan Stanley, New York City, NY Sep 2012 – Nov 2015

Lead Business Analyst – Capital Markets/Salesforce

Organized workshops and facilitated multiple meetings with a suite of stakeholders to gather requirements for target deliverables such as Fixed Income, High Yield & Bank Loans, and various Account Systems.

Implemented Service Cloud by Migrating from internal CRM system.

Created functional requirements for integration of Service Cloud.

Created functional requirements for integration of Community Cloud.

Elicited requirements from through stakeholder interviews and customer surveys to capture and document the overall needs of the customer.

Decomposed Epic requirements into Functional and Non-functional (technical) requirements relevant to SAP SD - Sales and Distribution-L3.

Created BPMN Process Flows for Inventory Management, Stock Transfer, Purchase Order, Quotes, Purchase Requisition, Shipment, Sales Order, Production and Planned Order.

Worked to accelerate the Business CRM initiative by leading the PMT CRM Excellence Centre, executing best-practice solutions, and governing change management.

Worked on API creations for integration of CRM systems.

Created APIs for Data Warehousing.

Created UML and BPML diagrams and Wireframes for development and maintenance of specifications, application function and implementation of the ERP system.

Performed end-to-end tracking, troubleshooting, root cause analysis, and resolution for financial applications obtaining additional vendor support necessary.

Worked closely with IT team for the setup, configuration, testing and troubleshooting of modules, including Inventory Management, Sales and Order Management and Procurements.

Elicited entire project requirements and created Process Flows for Nuance’s CRM Application, including Salesforce.com, focusing on Service Cloud and Communities.

Lead the migration from Lotus Notes to SharePoint.

Actively participated in all Scrum and retrospectives with IT Developers, as well as CRM strategy sessions with Commercial Excellence Leaders.

Created Process maps to measure, assess, and improve CRM end-user engagement and adoption across PMT commercial platforms; monitor KPIs for CRM Efficacy and end-user satisfaction results.

Worked as SME and lead BA for GAP analysis.

Created Epic and low-level User stories for Product Backlogs on JIRA.

Analyzed the AS-IS process along with the requirements and subsequently created the TO-BE process working in collaboration with the marketing and IT units.

Created business cases and completed the relevant project documentation in line with outlined stakeholder requirements and created flow diagrams for the requirements processes using Visio.

Interpreted competitive marketing strategies through analysis of related product share trends and markets.

Managed migrations to newer Mainframe platforms that included Unisys, IBM, Axway Hitachi systems.

Handled cost and benefit analysis for diverse marketing campaign projects .

Captured business functional and non-functional requirements in the requirement catalogue and ensured requirement documentation is clear and easy to understand to ease the process of getting stakeholder approval.

Acted as the gatekeeper managing all the change requests received by the project team and carried out the impact analysis highlighting the costs and benefits.

Worked closely with 5+ internal parties in the region and was able to track competitors pricing and sources and acquired and provided information for reporting and budgeting.

Analyzed and identified the pressing customer issues that provided the largest revenue generation and cost savings – the revenue and saving figures were typically in the millions.

Conducted research on industrial and commercial IoT products; and further developed knowledge of globally available and its relevance to the potential market.

Effectively assessed and mitigated project risks and dependencies, communicated effectively to teams and project stakeholders, facilitated workshops where activities were checked against promises and commitments.

Worked with Design and Test teams to ensure that appropriate testing documentation was created to ensure that the delivered solution was in line with the requirements.

Identified, documented, and resolved project issues using the RAID management technique and ensured the risk log was constantly updated.

Worked closely with the marketing unit to document the Standard Operating Procedure of the project to ensure consistency in delivery.

Also provided technical support for dashboards, reports, and other tools

Participated in creating general administration of active directory and Microsoft exchange to create, edit and maintain user accounts, mail contacts, mailboxes, distribution groups, organizational units, and access permissions.

Analyzed all relevant data on in-scope users; categorized, rationalized, and modeled the data set to scope the project effort on Dash works platform.

Created communication briefings for the leadership and developed supporting documentation such as talking points, 1-pagers, Vision decks to assist with consistent communication.

Monitored the implementation phase and was responsible for preparation manuals, staff training, etc.

Created a version control system for all projects documentation on SharePoint.

Created the template for management of Issues, Risk, Assumptions, and Dependences (RAID Log) which was also adopted by the Policy, Project, and Legal Teams for tracking the entire project on Excel.

Delta Air Lines, Atlanta, GA Jan 2009 – July 2012

Business Change Analyst - CRM/Reporting

Elicited functional and non-functional requirements from business stakeholders relevant to the migration program.

Created BPMN Process Flows for Stock Transfer, Purchase Order, Quotes, Purchase Requisition, QTC in Apttus, Shipment, Sales Order, Production and Planned Order.

Created Epic and low-level User stories for Product Backlogs on JIRA

Modeled TO-BE business processed from AS-IS processes using UML creating standard and custom report summarizing financial, business, or economic data for review by managers, clients, executives, and other stakeholders.

Facilitated Workshops and meetings with stakeholders at various levels within the organization to reach a common agreement on the migration design.

Discovered patterns and anomalies in data using ad hoc query/visual discovery and articulated the structure, components, and relationship of data models.

Recorded data specifications for the business intelligence and information technology reports, dashboards, and other outputs.

Maintained interface mapping tables and configuration of data for relevant units.

Interacted with implementation teams to develop transformation plan for transformation events and consolidated plans into business unit plan. Also supported the overall transformation plan.

Tracked requirement status throughout the project to assist in the enforcement of data migration project schedules and deadlines.

Participated in user management and access control in an audited environment.

Identified structure issues and risks for different business units related to the data migration, ran accurate analysis, incorporated recommendations, focused on results.

Worked to a waterfall methodology in Tranche 1, changing to Agile/Scrum methodology in Tranche1.5

Worked closely with the Project Team to prioritize and agree on delivery of analysis service in line with the migration implementation deadline.

Maintained consistency especially and integrity especially for accounting data through maintenance of documentation for system support functionalities and controls.

Worked collaboratively with Functional owners, Business Analysts and Business IT on upgrades, enhancements, and production fixes.

Provided support throughout the project lifecycle to design team and development teams and was involved in change management and User Acceptance Test processes – test script preparation, execution, and training of end users.

Worked as liaison between the business partners and the IT implementation team to align ServiceNow with the organization IT strategy.

Gathered and documented requirements for configuration/customization of ServiceNow System including workflow.

Created UML and BPML processes for developing, testing, deploying, and updating workflows and approval flows and rules.

eBay Inc., CA, USA Nov 2005 – Dec 2008

Business Analyst – ERP /eCommerce

Analyzed complex business processes from a quality management perspective to design a set of To-be business processes for the payments team, which acted as part of the TOM (Target Operating Model).

Reviewed, modified, and created technical design documentation to ensure the accurate development of the reporting solution.

Closely partnering with and supporting engineering, manufacturing and quality assurance associates while utilizing the change control project.

Initiated process improvement and implemented database tracking system to increase traceability and improve test coverage for requirements by 20%. Estimated major points of contention among team as additional benefit.

Conducted research on industry verticals to help with prospecting for new partner engagements.

Researched and analyzed the innovation ecosystem for IoT and awareness of key accelerators, VCs, and other thought leaders in space.

Worked on User Interface development across 4 systems, involved in discussion on how the systems would communicate, identifying payloads and drawing Mockups of User Interface.

Prioritized and Clarified requirements by conducting brainstorming sessions with the SMEs and stakeholders.

Deployed Microsoft security and application as well as 3rd party application patches to Windows application server.

Created Entity Relationship Diagram to visually describe how entities relate to another and to connect business concepts to database structures.

Validated KYC and CDD system deliverables to meet requirements and supported Technology teams in the entire delivery process.

Analyzed, prioritized, and documented requirements with respect to SAP enterprise resource planning for AML solutions.

Supported strategy and execution of testing and provided training on the new functionality as well as documentation including procedures and user guides for the entire business process improvement.

Managed the implementation of Quality Management Systems in specified business units and systems.

Participated in and Coordinated Scrum ceremonies, Sprint Planning, Daily Stand Up meetings, Sprint Solution Design, and Retrospective scrums.

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